Professional
Added to YB: 2024-02-02
Pitch date: 2024-02-02
COLL [bullish]
Collegium Pharmaceutical, Inc.
+49.56%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Collegium Pharmaceutical, Inc., a specialty pharmaceutical company, engages in the development and commercialization of medicines for pain management.
Market Cap
$1.5B
Pitch Price
$32.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.19
P/E
28.29
EV/Sales
2.78
Sector
Pharmaceuticals
Category
growth
Show full summary:
Third Avenue Management new position: Collegium Pharmaceutical ($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)