Pacira BioSciences, Inc.

NasdaqGS:PCRX 株式レポート

時価総額:US$913.3m

Pacira BioSciences マネジメント

マネジメント 基準チェック /24

Pacira BioSciencesの CEO はFrank Leeで、 Jan2024年に任命され、 の在任期間は 2.42年です。 の年間総報酬は$ 11.64Mで、 8%給与と92%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.22%を直接所有しており、その価値は$ 2.01M 。経営陣と取締役会の平均在任期間はそれぞれ3.2年と2.7年です。

主要情報

Frank Lee

最高経営責任者

US$11.6m

報酬総額

CEO給与比率8.04%
CEO在任期間2.4yrs
CEOの所有権0.2%
経営陣の平均在職期間3.2yrs
取締役会の平均在任期間2.7yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 03

PCRX: Real World Outcomes And Activist Pressure Will Drive Future Repricing

Analysts have kept Pacira BioSciences' fair value estimate steady at $38.00 while adjusting underlying assumptions such as discount rate, revenue growth, profit margin and future P/E. This reflects a mix of recent price target moves and updated views on the company’s data and outlook.
Seeking Alpha May 19

Pacira BioSciences: Exparel Still Supports My Original Bull Case

Summary PCRX remains a commercial non-opioid pain company built around Exparel, Zilretta, and Iovera. That’s why I think the most important catalysts for this stock, for better or worse, will be its upcoming 2026 pipeline readouts. But I reckon that PCRX’s overdependence on Exparel remains a factor worth considering, aside from other inherent biotech risks like patents and reimbursement policies, among others. Fortunately, PCRX’s recent pullback actually offers a discount on a relatively improved company compared to the first time I covered it. As such, I reiterate my “Buy” on PCRX. Read the full article on Seeking Alpha
ナラティブの更新 May 01

PCRX: Real World Procedure Data Will Support Future Upside Repricing

Analysts nudged their price target on Pacira BioSciences up by $2, citing slightly stronger modeled revenue growth of 17.50% and an 8.33% profit margin outlook, supported by recent real world data updates and mixed but active coverage on the stock. Analyst Commentary Recent research has been mixed, but the latest commentary highlights that bullish analysts are still finding reasons to lean constructive on Pacira BioSciences, especially around the updated revenue growth and margin framework that underpins the new price target.
ナラティブの更新 Apr 16

PCRX: Real World Hip Data And Activist Pressure Will Shape Outlook

Analysts have reduced their Pacira BioSciences price target by $2, citing updated real world data in hip arthroplasty and revisions to growth, margin, and future P/E assumptions. Analyst Commentary Bearish analysts are flagging that updated real world hip arthroplasty data has introduced more uncertainty into Pacira BioSciences' outlook, leading to more cautious assumptions around growth, margin profile, and future P/E levels.
ナラティブの更新 Apr 01

PCRX: Higher 2026 Outlook And Activist Pressure Will Unlock Future Upside

Analysts have trimmed their Pacira BioSciences price target by $2, citing updated assumptions around faster revenue growth, a lower profit margin outlook, and a higher future P/E multiple. Analyst Commentary Despite the modest trim to the headline price target, bullish analysts see the updated assumptions as a way to reset expectations while keeping a constructive view on Pacira BioSciences.
ナラティブの更新 Mar 17

PCRX: Future Outlook Weighs Activist Board Push Against Asia Licensing Upside

Analysts have reaffirmed their $22.00 price target for Pacira BioSciences, noting small adjustments to revenue growth, profit margin assumptions, and a slightly lower future P/E multiple to reflect updated expectations for the company’s earnings profile. What's in the News DOMA Perpetual Capital Management nominated three director candidates for the 2026 annual meeting and called for the immediate replacement of CEO Frank Lee, the appointment of an interim CEO, and a formal sale process for the business (Investor activism, March 12, 2026).
ナラティブの更新 Mar 03

PCRX: Future Outlook Balances Asia Partnership Progress With Activist Pressure

Analysts have trimmed their price target on Pacira BioSciences from $24 to $22, reflecting updated assumptions that include a higher discount rate, more conservative revenue expectations, and lower projected profit margins, partly offset by a slightly higher future P/E multiple. What's in the News Issued full year 2026 earnings guidance, with total revenue expected in a range of $745 million to $770 million.
ナラティブの更新 Feb 17

PCRX: Asia Partnership Will Drive Future Upside Potential

Analysts have kept their $38.00 price target for Pacira BioSciences steady, with only small tweaks to assumptions around revenue growth, profit margins and future P/E that support this unchanged view. What's in the News Pacira BioSciences entered an agreement with LG Chem that gives LG Chem exclusive rights to commercialize EXPAREL in select Asia Pacific markets.
ナラティブの更新 Feb 02

PCRX: Asia Partnerships And Pipeline Progress Will Drive Future Upside Potential

Analysts have reiterated a US$38.00 price target for Pacira BioSciences, citing slightly updated assumptions for revenue growth, profit margin, and future P/E that collectively leave their overall valuation view unchanged. What's in the News Pacira entered an agreement with LG Chem, giving LG Chem exclusive rights to commercialize EXPAREL in select Asia Pacific markets, with Pacira receiving an upfront payment, transfer price, and tiered royalties while LG Chem handles regulatory filings in South Korea and Thailand within six months (Client Announcements).
ナラティブの更新 Jan 19

PCRX: Asia Partnership And Pipeline Advances Will Drive Future Upside Potential

Narrative Update Analysts have kept their price target for Pacira BioSciences broadly steady around $38.00, citing slightly higher modeled revenue growth, a modestly lower profit margin outlook, and a similar forward P/E assumption. What’s in the News Pacira entered an agreement with LG Chem, granting LG Chem exclusive rights to commercialize EXPAREL in select Asia Pacific markets.
分析記事 Jan 17

Revenues Working Against Pacira BioSciences, Inc.'s (NASDAQ:PCRX) Share Price Following 28% Dive

Pacira BioSciences, Inc. ( NASDAQ:PCRX ) shareholders won't be pleased to see that the share price has had a very rough...
ナラティブの更新 Jan 05

PCRX: Share Buybacks And Activist Pressure Will Support Future Upside Potential

Analysts have kept their fair value estimate for Pacira BioSciences steady at $38.00. The latest price target is grounded in updated assumptions for slightly different revenue growth, profit margin expectations, and a higher future P/E multiple.
ナラティブの更新 Dec 14

PCRX: Activist Pressure And Share Buybacks Will Unlock Future Upside Potential

Analysts have modestly raised their price target on Pacira BioSciences to $38.00 from $36.00, citing expectations for slightly stronger long term profitability despite a somewhat more conservative revenue growth outlook and valuation multiple. What's in the News Activist investor DOMA Perpetual Capital Management sent a letter to Pacira's board urging the company to hire bankers and pursue a full sale process, citing persistent underperformance and overspending (Key Developments).
分析記事 Nov 13

Pacira BioSciences' (NASDAQ:PCRX) Strong Earnings Are Of Good Quality

When companies post strong earnings, the stock generally performs well, just like Pacira BioSciences, Inc.'s...
ナラティブの更新 Aug 17

Policy Changes And Partnerships Will Expand Ambulatory Market Reach

The slight decrease in consensus revenue growth expectations and a lower future P/E multiple have led analysts to reduce their fair value estimate for Pacira BioSciences from $30.60 to $29.00. What's in the News Pacira completed a $50.04 million buyback, repurchasing 1,955,589 shares (4.23%) under its May 2025 authorization and previously completed a $25 million buyback (837,240 shares, 1.8%) under its May 2024 authorization.
分析記事 Jun 11

Pacira BioSciences (NASDAQ:PCRX) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Apr 09

Pacira BioSciences Remains A 'Buy' For Pain Management With The NOPAIN Act

Summary PCRX focuses on non-opioid pain management with Exparel, Zilretta, and iovera, delivering targeted pain relief with fewer side effects. A key secular tailwind for them comes from the NOPAIN Act, which creates separate reimbursement and grows access to non-opioid therapies. Also, PCRX’s PCRX-201 is a promising new gene therapy for knee osteoarthritis, which so far has shown promising results and targets a sizeable TAM. I also like how PCRX reached important patent settlements that secure its competitive prospects with Exparel’s exclusivity until 2030. In my view, PCRX remains undervalued at these levels, which is why I consider it a “Buy” despite its inherent biotech risks. Read the full article on Seeking Alpha
分析記事 Apr 07

Pacira BioSciences, Inc. (NASDAQ:PCRX) Looks Inexpensive But Perhaps Not Attractive Enough

You may think that with a price-to-sales (or "P/S") ratio of 1.5x Pacira BioSciences, Inc. ( NASDAQ:PCRX ) is a stock...
Seeking Alpha Mar 14

Pacira BioSciences: Back On An Uptrend After Positive Developments

Summary Pacira BioSciences, Inc.'s stock is up 33% since my last “Buy” rating, driven by strategic moves and market overreaction correction. The company has secured a new patent for its lead pain therapeutic, Exparel, delaying generic market entrants, and potentially protecting its market share until mid-next decade. Vertex's Journavx launch may boost awareness for non-opioid pain relief, benefiting Pacira's Exparel under the NOPAIN Act. Pacira's new five-point plan aims for growth, profitability, and pipeline expansion, positioning it for potential blockbuster revenue and market leadership. The positive steps PCRX has taken since my last note means there is no change to my “buy” thesis. Read the full article on Seeking Alpha
分析記事 Jan 30

Pacira BioSciences (NASDAQ:PCRX) Has A Rock Solid Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Jan 03

Pacira BioSciences, Inc.'s (NASDAQ:PCRX) Low P/S No Reason For Excitement

You may think that with a price-to-sales (or "P/S") ratio of 1.2x Pacira BioSciences, Inc. ( NASDAQ:PCRX ) is a stock...
Seeking Alpha Nov 25

Pacira BioSciences: Not Done Yet Despite Devastating Share Price Losses

Summary Pacira BioSciences markets and sells EXPAREL, a non-opioid pain relief therapy. The drug drives revenues of >$500m per annum, but a new generic version has been approved, while Pharma giant Vertex is close to having a similar drug approved. Pacira's share price has plummeted from >$80 in mid-2022 to ~$18 today, as the market sees little growth in the business and notes the competitive threats. The market may be a little too pessimistic - Vertex's drug is unproven in the market while generics may be held off for many more years. EXPAREL's peak years may still be ahead - PCRX stock could recoup some deserved value if it can share positive Q4 earnings, update on legal matters, and keep developing its pipeline. Read the full article on Seeking Alpha
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新しいナラティブ Sep 24

EXPAREL's Calculated Expansion And Innovative R&D Bolster Market Dominance Amidst Challenges

Expanding EXPAREL utilization in outpatient settings and through GPO partnerships aims to enhance revenue by increasing market penetration and affordability.
分析記事 Sep 06

Pacira BioSciences, Inc. (NASDAQ:PCRX) Not Doing Enough For Some Investors As Its Shares Slump 34%

To the annoyance of some shareholders, Pacira BioSciences, Inc. ( NASDAQ:PCRX ) shares are down a considerable 34% in...

CEO報酬分析

Pacira BioSciences の収益と比較して、Frank Lee の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$5m

Dec 31 2025US$12mUS$935k

US$7m

Sep 30 2025n/an/a

US$21m

Jun 30 2025n/an/a

-US$127m

Mar 31 2025n/an/a

-US$104m

Dec 31 2024US$16mUS$897k

-US$100m

報酬と市場: Frankの 総報酬 ($USD 11.64M ) は、 US市場 ($USD 3.69M ) の同規模の企業の平均を上回っています。

報酬と収益: Frankの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Frank Lee (58 yo)

2.4yrs
在職期間
US$11,636,917
報酬

Mr. Frank D. Lee served as an Independent Director at Bolt Biotherapeutics, Inc. since November 2021 until September 2024. He is Independent Director of Bausch Health Companies Inc. from May 14, 2024. He i...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Frank Lee
CEO & Director2.4yrsUS$11.64m0.22%
$ 2.0m
Shawn Cross
Chief Financial Officer1.7yrsUS$1.03m0.27%
$ 2.4m
Kristen Williams
Chief Administrative Officer & Secretary11.7yrsUS$3.18m0%
$ 0
Jonathan Slonin
Chief Medical Officer4.9yrsUS$3.58m0.13%
$ 1.2m
Brendan Teehan
Chief Commercial Officer1.4yrsUS$4.04m0.022%
$ 202.4k
Lauren Riker
Principal Accounting Officer & Senior VP of Finance14.3yrsUS$2.56m0.017%
$ 159.7k
Susan Mesco
Head of Investor Relationsno dataデータなしデータなし
Anthony Molloy
Chief Legal & Compliance Officer4.5yrsUS$2.05mデータなし
Christopher Young
Chief Manufacturing Officer3.2yrsデータなしデータなし
Krys Corbett
Chief Business Officer1.4yrsデータなしデータなし
3.2yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: PCRXの経営陣は 経験豊富 であると考えられます ( 3.2年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Frank Lee
CEO & Director2.4yrsUS$11.64m0.22%
$ 2.0m
Laura Brege
Independent Chair of the Board15yrsUS$407.50k0.045%
$ 407.4k
Mark Kronenfeld
Independent Director13yrsUS$389.00k0.050%
$ 456.6k
Christopher Christie
Independent Director6.8yrsUS$358.32k0.013%
$ 122.1k
Alethia Young
Independent Director2.7yrsUS$378.87k0%
$ 0
Marcelo Bigal
Independent Director2.7yrsUS$368.00k0.013%
$ 121.4k
Abraham Ceesay
Independent Director2.7yrsUS$375.87k0.0073%
$ 66.8k
Mark Froimson
Independent Director9yrsUS$374.00k0.036%
$ 324.3k
Michael Yang
Independent Director2.7yrsUS$374.00k0.0051%
$ 46.4k
Samit Hirawat
Independent Directorless than a yearデータなしデータなし
2.7yrs
平均在職期間
60.5yo
平均年齢

経験豊富なボード: PCRXの 取締役会経験豊富 ではない ( 2.7年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/10 10:48
終値2026/06/10 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Pacira BioSciences, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
Jenna DavidnerBarclays
Anita DushyanthBerenberg
Gary NachmanBMO Capital Markets Equity Research