InsidersTradesSigma
Track the Collegium Pharmaceutical, INC share price and the full directors' dealings record of the company, a listed equity based in United States. Shares trade on the US market, under the supervision of SEC (Form 4). Operating in the Healthcare & Pharma sector, Collegium Pharmaceutical, INC has recorded 7 insider filings. Market capitalisation: €762.9m. The latest transaction was filed on 10 June 2026 (Levée d'options). Among the most active insiders: Dieter David. The full history is openly available.
7
Insider Decl.
n/a
Thresholds
n/a
n/a
Buy Volume
€2m
3 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Collegium Pharmaceutical, INC Buy (bullish), based on 5 analysts. Average price target: US$49.60.
30Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 1,214 of 29,064 companies
79.9
score / 100
Value92
Quality68
FCF yld43%
Earn yld8.2%
EV/EBITDA3.9x
ROE18%
Gross mgn59%
Net mgn8.1%
Debt/EBITDA2.0x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 10 June 2026
Declarations7 total
8,700 sharesCommon StockSEC:0001276038-26-000006:0
8,840 shares@ US$35.72100.0% of flowCommon StockSEC:0002061438-26-000009:0
13,976 shares@ US$34.924160.6% of flowCommon StockSEC:0002061438-26-000006:0
25,000 shares@ US$37.85100.0% of flowCommon Stock, par value $0.001 per shareSEC:0000902664-25-003729:0
4,861 shares@ US$21.34100.0% of flowCommon StockSEC:0001062993-25-014526:0
11,659 shares@ US$34.363266.0% of flowCommon StockSEC:0001062993-25-014202:0
15,000 shares@ US$13.45100.0% of flowCommon StockSEC:0001062993-25-011425:0
7 of 7 declarations
关于 Collegium Pharmaceutical, INC
Collegium Pharmaceutical, Inc. 是一家美国生物制药公司，在纳斯达克全球市场上市，股票代码为 COLL。该公司总部位于马萨诸塞州斯托顿，并于2015年5月完成首次公开募股。Collegium 已围绕针对严重疾病的专科药物建立了其业务，最初专注于慢性疼痛，最近扩展到神经精神病学领域。（[ir.collegiumpharma.com](https://ir.collegiumpharma.com/investor-resources/investor-faqs)） 从历史角度看，Collegium 最初通过差异化的处方药疗法在疼痛管理领域建立了其商业足迹。其核心产品包括 Xtampza ER（一种缓释阿片类镇痛药），以及 Nucynta IR 和 Nucynta ER，这些产品仍然是公司产品组合的重要贡献者。2024年9月，Collegium 收购了 Ironshore Therapeutics，增加了用于治疗注意力缺陷多动障碍的 Jornay PM，从而将公司从传统的疼痛特许经营权扩展到多动症和神经精神病学领域。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1267565/000155837025003983/coll-20250515xdef14a.htm)） 在竞争方面，Collegium 最好被视为一家专注的专科制药公司，而不是一家广泛的、多特许经营权的大型同行。其战略强调商业执行、已上市品牌的生命周期管理以及审慎的资本配置。这种模式支持了可观的现金生成，同时公司继续使其收入基础多样化。2025年，Collegium 报告的净产品收入为 $780.6 million，高于2024年的 $631.4 million，这突显了其商业平台的实力和新资产的贡献。（[ir.collegiumpharma.com](https://ir.collegiumpharma.com/news-releases/news-release-details/collegium-reports-fourth-quarter-and-full-year-2025-financial)） 在地理上，公司的商业和监管重点绝大部分在美国。这一点很重要，因为 Collegium 的业绩与美国的处方趋势、支付方动态、监管审查以及专利/独占权结果密切相关。管理层强调了某些 Nucynta 产品在美国儿科独占权的六个月延期，从而提高了该特许经营权的近期价值主张。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1267565/000155837025003983/coll-20250515xdef14a.htm)） 近期发展主要集中在收入增长、运营现金流、资本部署和产品组合优化。Collegium 还积极进行融资和资产负债表管理，同时继续披露与专科疼痛药物相关的诉讼和监管风险。对于欧洲投资者而言，如果关注一家在美国上市的医疗保健公司，Collegium 代表了一个利基的、现金生成型的专科制药平台，其多样性正在改善，但仍然带有美国疼痛市场和集中产品组合的典型风险。（[ir.collegiumpharma.com](https://ir.collegiumpharma.com/news-releases/news-release-details/collegium-reports-fourth-quarter-and-full-year-2025-financial)）
