Collegium Pharmaceutical (COLL)
Commercializes ADHD and pain-management medicines across a U.S. prescription portfolio.
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Sells branded prescription medicines in the United States for ADHD and moderate-to-severe pain, including JORNAY PM, AZSTARYS, BELBUCA, XTAMPZA ER, NUCYNTA, and SYMPROIC. Operates as one reportable segment, with recent acquisitions expanding the portfolio from responsible pain management into ADHD.
Commercializes a U.S. prescription portfolio split between ADHD and responsible pain management. Current products include JORNAY PM and AZSTARYS for ADHD, plus BELBUCA, XTAMPZA ER, NUCYNTA IR, NUCYNTA ER, and SYMPROIC across pain and opioid-related care.
Growth has been shaped by acquisitions rather than a broad research platform. BDSI added BELBUCA and SYMPROIC, Ironshore added JORNAY PM, and the Corium transaction added AZSTARYS after the latest audited fiscal year.
Operates as one reportable segment and manages the portfolio through consolidated commercial execution. Product demand is concentrated in the United States and depends on prescriber access, reimbursement, and controlled-substance rules covering methylphenidate, oxycodone, tapentadol, and buprenorphine.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 9, 2026 | Leerink Partners | Target | Target: — | Target: $45 |
| Sep 9, 2026 | Truist Financial | Target | Target: $58 | Target: $49 |
| Aug 19, 2026 | Barclays | Reiterate | Rating: —Target: $56 | Target: $48 |
| Feb 10, 2026 | Truist Financial | Target | Target: $55 | Target: $58 |
| Jan 9, 2026 | Barclays | Reiterate | Rating: —Target: $58 | Target: $56 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $129.5M · Total debt $857.8M · Total assets $2.14B · Shareholders' equity $311.9M
- Revenue
- $199.9M
- Operating income
- $3.7M
- Net income
- −$15.1M
No dividends on record.
| Institutions | 121.74% | 39.63M shares | |
|---|---|---|---|
| 283 holders · as of Jun 30, 2026 | |||
| Insiders | 12.25% | 3.99M shares | |
| 17 holders · as of Jun 10, 2026 | |||
| Strategic holders | 11.04% | 3.59M shares | |
| 2 holders · as of Aug 24, 2026 | |||
| Adds to | 145.03% | ||
32.56M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 145.03%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 16.71% | 5.44M | as of Jun 30, 2026 |
David RosenInsider | 8.01% | 2.61M | filed Feb 14, 2022 |
Jupiter Topco LLCInstitution | 6.60% | 2.15M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 5.78% | 1.88M | as of Jun 30, 2026 |
Janus Henderson Group PLCStrategic | 5.61% | 1.83M | filed May 15, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 18, 2026 | John Gordon Freund | director | −20 | $34.05 |
| May 15, 2026 | John Gordon Freund | director | −4,127 | $34.54 |
| May 13, 2026 | Nancy Lurker | director | −4,500 | $35.97 |
| May 11, 2026 | Garen G. Bohlin | director | −8,700 | $37.18 |
| Mar 18, 2026 | David Dieter | officer: EVP & General Counsel | −13,976 | $34.92 |
- Teva (ADR)
Broad generic overlap in opioids and methylphenidate
- Johnson & Johnson
Branded methylphenidate franchise around Concerta
- Supernus Pharmaceuticals
CNS-focused ADHD overlap through Qelbree
- Novartis (ADR)
Global ADHD stimulant overlap through Ritalin
- Vertex Pharmaceuticals
Non-opioid pain alternative with Journavx
- Aytu BioPharma
Small-cap ADHD portfolio with stimulant brands
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Collegium Pharmaceutical | $23.17 | +0.56% | $747.3M | 18.6 | 3.4 | 0.9 | +6.3% |
| Teva (ADR) | $39.82 | −0.60% | $46.66B | 66.8 | 14.2 | 2.7 | −0.8% |
| Johnson & Johnson | $267.17 | −0.85% | $649.40B | 31.2 | 22.5 | 6.6 | +6.6% |
| Supernus Pharmaceuticals | $43.49 | +1.66% | $2.48B | — | 15.0 | 3.0 | +32.4% |
| Novartis (ADR) | $141.06 | +0.06% | $267.96B | 21.3 | 15.0 | 4.8 | +0.9% |
| Vertex Pharmaceuticals | $515.01 | +0.84% | $129.62B | 29.7 | 26.8 | 10.3 | +12.5% |
| Aytu BioPharma | $2.25 | +5.65% | $22.8M | — | 9.0 | 0.4 | −32.7% |
| Median | 30.5 | 15.0 | 3.9 | +3.8% |