PCRX
Pacira BioSciences, Inc.26.18
-0.50-1.87%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Conservative guidance leaves upside room
Q&A framed mid-single-digit 2026 EXPAREL guidance as conservative amid soft elective procedures, creating upside from payer access now at 110M lives early this year versus 102M year-end. ZILRETTA's flat 2025 stemmed from sales force restructuring, but J&J's fully trained team—now incentivized—positions it for growth as a viscosupplement complement. PCRX-201 Part A enrolled ahead at 49 patients, with safety data plus efficacy trends versus steroid comparator potentially accelerating via RMAT path. Management directly tackled guidance conservatism and flatness concerns. Steady confidence prevails. Pipeline readouts matter next.
Key Stats
Market Cap
1.18BP/E (TTM)
55.70Basic EPS (TTM)
0.47Dividend Yield
0%Recent Filings
8-K
Q4 revenues up 5%, EXPAREL surges
Pacira BioSciences posted Q4 2025 revenues of $196.9 million, up 5% year-over-year, with EXPAREL sales hitting $155.8 million on 7% volume growth—strongest Q4 in three years. Full-year revenue reached $726.4 million; repurchased $150 million in shares. EXPAREL leads momentum. Guides 2026 EXPAREL sales to $600-620 million.
10-K
FY2025 results
Pacira BioSciences posted FY2025 net product sales of $715.9 million, up from $689.9 million in FY2024, driven by EXPAREL at $575.1 million (+4.7% y/y, 79% of revenue), ZILRETTA at $116.6 million (-1.3% y/y), and iovera° at $24.2 million (+6.1% y/y). No quarterly breakdowns disclosed in the 10-K. Reached 2.5 million patients treated, on track for gross margin gains via manufacturing efficiencies. Launched 5x30 plan targeting 3 million patients, double-digit revenue growth, and five clinical programs/partnerships by 2030. Debt and liquidity details not provided. Supply chain disruptions risk quarterly momentum.
8-K
Pacira appoints Hirawat to board
Pacira BioSciences expanded its board from nine to ten directors, appointing Dr. Samit Hirawat as Class III director effective January 27, 2026. The veteran executive, with over 25 years at Bristol Myers Squibb and Novartis leading clinical development, joins the Science and Technology Committee. He receives standard non-employee director pay. His expertise bolsters non-opioid pain innovation.
8-K
Record EXPAREL drives revenue growth
Pacira BioSciences reported preliminary unaudited 2025 revenue of $726.4 million, up from $701.0 million in 2024, fueled by record EXPAREL sales of $575.1 million on 6% volume growth despite vial mix shifts and GPO discounting. Q4 EXPAREL hit $155.8 million with 7% volume gains, its strongest in three years; ZILRETTA held flat at $33.0 million while iovera° rose to $7.0 million. Repurchased 2.0 million shares for $50.0 million.
8-K
Q3 revenues up 6%
Pacira BioSciences posted Q3 revenues of $179.5M, up 6% year-over-year, fueled by 9% EXPAREL volume growth to $139.9M despite vial mix shifts. Net income swung to $5.4M from a prior loss, after $25.9M IPR&D impairment; repurchased $50M in shares. Raised full-year non-GAAP gross margin guidance to 80-82%, signaling pipeline momentum via AMT-143 in-licensing. Cash sits at $246.3M.
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