Professional
Added to YB: 2024-02-02
Pitch date: 2024-02-02
COLL [bullish]
Collegium Pharmaceutical, Inc.
+37.87%
current return
Author Info
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Company Info
Collegium Pharmaceutical, Inc., a specialty pharmaceutical company, engages in the development and commercialization of medicines for pain management.
Market Cap
$1.4B
Pitch Price
$32.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.17
P/E
28.17
EV/Sales
2.77
Sector
Pharmaceuticals
Category
growth
Show full summary:
Third Avenue Management new position: Collegium Pharmaceutical ($COLL)
COLL: Undervalued opioid play at 3.2x FCF. Xtampza competes with OxyContin sans FDA warning. High-margin contracts, 92% customer retention to scale biz. $1B net cash by '27, another $1B FCF if Teva stays uncompetitive. Mgmt's acquisition strategy & possible ROIC comp metrics favorable.
Read full article (2 min)