Q1 2025 Collegium Pharmaceutical Inc Earnings Call Transcript

May 8, 2025 / 08:30 PM GMT

Release Date Price: €24.4 (+3.39%)

Transcript 10-Q8-K

Key Points

Positve

Collegium Pharmaceutical Inc (COLL) reported a 23% year-over-year revenue growth in the first quarter of 2025.
The company achieved significant prescription growth for its ADHD medicine, Journey, with a 24% year-over-year increase.
Collegium expanded its ADHD sales force by adding approximately 55 new sales representatives, enhancing its market reach.
The company generated $55.4 million in cash from operations, increasing its cash position to nearly $200 million.
Collegium's board authorized a $25 million accelerated share repurchase program, demonstrating a commitment to returning value to shareholders.

Negative

GAAP operating expenses increased by 80% year over year, reflecting higher costs associated with commercializing Journey and expanding the sales force.
GAAP net income decreased significantly to $2.4 million from $27.7 million in the first quarter of 2024.
The company faces typical first-quarter headwinds in the ADHD market, such as annual patient deductibles resetting and increased out-of-pocket costs.
The overall pain market continues to decline, which could impact future revenue growth for Collegium's pain portfolio.
Collegium's net leverage remains a concern, although it is expected to decrease by the end of 2025.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

COLL.OQ - Collegium Pharmaceutical Inc
Q1 2025 Collegium Pharmaceutical Inc Earnings Call
May 08, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Collegium Pharmaceutical for 1st quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance during this conference call, please press 0 on your telephone keypad.

Please note that this conference call is being recorded. I will now turn the call over to Ian Karp, head of investor relations at Collegium.

Thank you. You may begin.

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Unidentified_2 [2]
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