Collegium Pharmaceutical's Shareholders Might Be In For A Pain-Free 2025
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Collegium Pharmaceutical Inc. is positioned for growth with a new CEO who has a successful track record. The company focuses on non-abusive painkillers and ADHD drugs, and its stock is currently undervalued. Potential for re-rating exists as Jornay PM gains traction.
March 09, 2025 | 8:30 am
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Collegium Pharmaceutical is undervalued and poised for growth under new leadership. The company's focus on non-abusive painkillers and ADHD drugs, along with the potential of Jornay PM, could lead to a stock re-rating.
The new CEO's track record of growing Horizon's revenue significantly and selling it to Amgen suggests strong leadership. The focus on non-abusive painkillers and ADHD drugs aligns with market needs. The stock's undervaluation at 4.5x EBITDA 2024 and the potential of Jornay PM to offset Nucynta's exclusivity loss indicate a positive outlook.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100