公司概况 - Pacira BioSciences, Inc. (NASDAQ: PCRX) 是一家生物科技公司,股票代码为PCRX [2] - 公司股票目前交易价格为$18,但在2015年曾达到$115,2022年3月也曾超过$75 [2] - 自2022年3月以来,公司股价持续下跌,最低跌至8月中旬的~$13 [2] 行业与市场 - 该投资组适合新手和有经验的生物科技投资者 [2] - 提供大型制药公司的产品销售和预测,包括综合财务报表、现金流折现分析和市场分析 [2] 分析师信息 - Edmund Ingham是生物科技顾问,拥有超过5年的行业研究经验 [2] - 他已撰写超过1000家公司的详细报告,并领导投资组Haggerston BioHealth [2]

Pacira BioSciences, Inc. (PCRX) reported third-quarter 2024 adjusted earnings of 79 cents per share, which beat the Zacks Consensus Estimate of 72 cents. The company had reported adjusted earnings of 72 cents per share in the year-ago quarter.Total revenues amounted to $168.6 million, which increased 3% year over year but missed the Zacks Consensus Estimate of $169 million.PCRX’s Q3 Results in DetailPacira’s top line comprises product sales and royalty revenues. The company recognizes product revenues from ...

财务数据和关键指标变化 - 第三季度EXPAREL销售额为1.32亿，较2023年的1.287亿有所增长 [23] - 第三季度ZILRETTA销售额为2840万，基本持平于2023年的2880万 [23] - 第三季度iovera销售额为570万，较2023年的530万有所增长 [23] - 第三季度非GAAP毛利率为78%，所有三款产品均贡献了强劲的毛利 [24] - 第三季度非GAAP研发费用为1730万，较去年的1860万有所下降 [24] - 第三季度非GAAP销售和管理费用为6500万，较去年的5890万有所上升 [25] - 第三季度调整后EBITDA为5470万 [25] - 公司在第三季度末现金和投资超过4.5亿 [26] - 2024年总收入指导为6.8亿至7.05亿，非GAAP毛利率指导为74%至76% [27] 各条业务线数据和关键指标变化 - EXPAREL销售额增长主要受销量增长和2024年1月提价的推动，但受到瓶装混合和折扣的影响 [23] - ZILRETTA和iovera的销售表现符合预期，第三季度销售额分别为2840万和570万 [11][23] 公司战略和发展方向和行业竞争 - 公司致力于提供创新的非阿片类疼痛管理疗法，专注于肌肉骨骼疼痛及相关领域 [6][7] - 公司已完成全面的产品组合审查，并定义了以增长为导向的长期计划 [7] - 公司与GPOs的合作正在推进，以扩大EXPAREL的市场准入 [10] - EXPAREL将于2025年获得产品特定J代码，预计将简化报销流程并提高商业支付者的覆盖率 [9] 管理层对经营环境和未来前景的评论 - 管理层对NOPAIN政策的实施持乐观态度，认为这将为非阿片类疗法提供长期支持 [35] - 管理层对EXPAREL、ZILRETTA和iovera的市场前景表示信心，认为这些产品在未来将继续增长 [28] 其他重要信息 - 公司在新泽西地区法院的495专利诉讼中未能获得预期结果，但管理层表示将继续采取法律措施以保护公司利益 [18][19] - 新任首席财务官Shawn Cross的加入被视为公司财务管理的重要补充 [20] 问答环节所有提问和回答 问题: 关于NOPAIN政策的实施 - 管理层表示，客户需要时间来实施NOPAIN政策，预计在2025年下半年会看到明显的进展 [33] 问题: 关于GPO合同的实施 - 管理层强调将与客户密切合作，确保他们理解GPO合同并有效实施 [38] 问题: 关于ZILRETTA的市场表现 - 管理层认为ZILRETTA有很大的潜力，未来将加强市场推广 [54]

Pacira (PCRX) came out with quarterly earnings of $0.79 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $0.72 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 9.72%. A quarter ago, it was expected that this specialty drugmaker would post earnings of $0.73 per share when it actually produced earnings of $0.89, delivering a surprise of 21.92%.Over the last four quarters, the compan ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35060 PACIRA BIOSCIENCES, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 51-0619477 (State or Other J ...

FOR IMMEDIATE RELEASE NEWS RELEASE Pacira BioSciences Reports Third Quarter 2024 Financial Results -- Conference call today at 4:30 p.m. ET -- PARSIPPANY, NJ, November 6, 2024 - Pacira BioSciences, Inc. (Nasdaq: PCRX), the industry leader in the delivery of innovative, non-opioid pain therapies, today reported financial results for the third quarter of 2024. Third Quarter 2024 Financial Highlights • Total revenues of $168.6 million • Net product sales of $132.0 million for EXPAREL, $28.4 million for ZILRETT ...

PARSIPPANY, N.J., Oct. 30, 2024 (GLOBE NEWSWIRE) -- Pacira BioSciences, Inc. (NASDAQ:PCRX) today announced that it will report its third quarter financial results after the close of the U.S. markets on Wednesday November 6, 2024. Following the release, the company will host a live conference call and webcast at 4:30 p.m. ET. For listeners who wish to participate in the question and answer session via telephone, please pre-register here. All registrants will receive dial-in information and a PIN allowing the ...

Pacira BioSciences (PCRX) announced that the Centers for Medicare and Medicaid Services (CMS) has issued a permanent product-specific J-code (J0666) for its lead pain-management drug, Exparel (bupivacaine liposome injectable suspension), to facilitate better insurance coverage for the drug. This new J-code will take effect on Jan. 1, 2025, replacing the existing C-code (C9290), which has been in use since 2019. Please note that J-codes are reimbursement codes used by insurance companies, including Medicare ...

-- New J-code issued by the Centers for Medicare and Medicaid Services expected to standardize and streamline billing and reimbursement -- TAMPA, Fla., Oct. 03, 2024 (GLOBE NEWSWIRE) -- Pacira BioSciences, Inc. (NASDAQ: PCRX), the industry leader in the delivery of innovative, non-opioid pain therapies, today announced that the Centers for Medicare and Medicaid Services (CMS) has established a permanent product-specific Healthcare Common Procedure Coding System (HCPCS) J-code for EXPAREL® (bupivacaine lipos ...

Pacira BioSciences' (PCRX) shares plunged 47.7% on Aug 9, after the U.S. District Court for the District of New Jersey ruled that the company's '495 patent for Exparel (bupivacaine liposome injectable suspension) is not valid. An invalid patent means that the non-opioid pain management market would be flooded by generic versions of Pacira's lead drug Exparel once it loses exclusivity, which will eat away from the drug's commercial opportunity. Please note that the company's flagship product, Exparel, launch ...