COLL Collegium Pharmaceutical, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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08:45
Jul 02
Jul 02
r/ValueInvesting
The business generates ~$290M in owner earnings with near-zero capex.
The business generates ~$290M in owner earnings with near-zero capex, trades at 5.6x enterprise value, and has a 61% gross margin with 20% revenue CAGR over five years. The market prices the stock as if the patent cliffs and debt will destroy value soon, but the cash flow can de-lever quickly, and the ADHD portfolio is growing fast + pain revenue stabilizing via profit-sharing deals. At $35 with an estimated intrinsic value of $122 (70% margin of safety), the stock offers a compelling risk/reward for value investors willing to hold through finite patent lives. Faster-than-expected generic erosion in pain portfolio; debt service constraints if revenue drops; FDA/regulatory changes; management capital allocation missteps.
COLL
Collegium Pharmaceutical, Inc.
Long
1ST
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About COLL Investor Commentary
Across the available history and selected sources, Buzzberg tracks COLL (Collegium Pharmaceutical, Inc.) across 2 sources: 1 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 50% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: u/solacelabx.