BioDelivery Sciences International, Inc. (BDSI)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
BioDelivery Sciences International, Inc. (BDSI) trades at $5.59 with AI Score 52/100 (Grade B). BioDelivery Sciences International, Inc. Market cap: $577.05M, Sector: Healthcare.
Price live · AI analysis from May 10, 2026Analyst Coverage for BDSI: BDSI does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates BDSI against Healthcare peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
BDSI: 5/7 perspectives are bullish. Dominant signal: Moon AI bullish.
How is this calculated? →BioDelivery Sciences International, Inc. (BDSI) Healthcare & Pipeline Overview
BioDelivery Sciences International, Inc. (BDSI) develops and commercializes specialty pharmaceuticals for chronic conditions, leveraging its patented BioErodible MucoAdhesive drug-delivery technology. With a focus on pain management and opioid-induced constipation, BDSI offers innovative treatments like BELBUCA and Symproic, operating as a subsidiary of Collegium Pharmaceutical, Inc.
What Is the Investment Thesis for BDSI?
BioDelivery Sciences International, Inc. (BDSI), now a subsidiary of Collegium Pharmaceutical, presents a focused investment profile centered on its established portfolio of pain management and gastrointestinal therapeutics. With a P/E ratio of 6.8 and a high gross margin of 86.0%, BDSI demonstrates strong profitability. Key to its value is BELBUCA, a buprenorphine buccal film for chronic pain, and Symproic, for opioid-induced constipation. Growth catalysts include expanding market penetration for ELYXYB and ONSOLIS. Potential risks involve competition from generic alternatives and the integration challenges post-acquisition by Collegium Pharmaceutical. The company's high profit margin of 50.9% suggests efficient operations, but sustained growth depends on successful commercialization and strategic alignment within Collegium.
Based on FMP financials and quantitative analysis
BDSI Key Highlights
- Market Cap of $577.05M reflects BDSI's valuation within the specialty pharmaceutical sector.
- P/E Ratio of 6.8 indicates a potentially undervalued stock relative to its earnings.
- Profit Margin of 50.9% showcases strong profitability and efficient cost management.
- Gross Margin of 86.0% highlights the high value and pricing power of BDSI's pharmaceutical products.
- BDSI operates as a subsidiary of Collegium Pharmaceutical, Inc. since March 18, 2022, influencing its strategic direction.
Who Are BDSI's Competitors?
BDSI is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| TEVA Teva Pharmaceutical Industries Limited | $35.29 | +1.88% | $41.09B | 44 |
| ALVO Alvotech | $3.51 | -2.77% | $1.19B | 69 |
| KIN Kindred Biosciences, Inc. | $9.25 | +0.11% | 68 | |
| AERI Aerie Pharmaceuticals, Inc. | $15.25 | +0.00% | 68 | |
| CNVCF BioHarvest Sciences Inc. | $6.30 | +0.00% | $109.16M | 66 |
| ALIM Alimera Sciences, Inc. | $5.54 | -0.18% | $301.29M | 60 |
| EGRX Eagle Pharmaceuticals, Inc. | $0.67 | +0.00% | $8.82M | 60 |
| ADMP Adamis Pharmaceuticals Corporation | $0.78 | +0.85% | $7.25M | 61 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BDSI's Key Strengths?
- Proprietary drug delivery technology (BEMA).
- Established portfolio of branded products.
- High gross and profit margins.
- Focus on specialized therapeutic areas.
What Are BDSI's Weaknesses?
- Reliance on a limited number of key products.
- Exposure to generic competition.
- Dependence on Collegium Pharmaceutical, Inc. post-acquisition.
- Potential regulatory challenges.
What Could Drive BDSI Stock Higher?
- Continued expansion of BELBUCA market share in chronic pain management.
- Increased adoption of Symproic for opioid-induced constipation.
- Potential new product launches or line extensions within the next 1-2 years.
- Strategic partnerships or acquisitions to expand the product portfolio.
What Are the Key Risks for BDSI?
- Insider selling — insiders were net sellers of roughly $2.9M recently.
- Generic competition eroding market share of key products.
- Regulatory changes impacting pricing and market access.
- Product liability claims related to pharmaceutical products.
- Dependence on Collegium Pharmaceutical, Inc. for strategic direction and resource allocation.
What Are the Growth Opportunities for BDSI?
- Expansion of BELBUCA Market Share: BELBUCA, a buprenorphine buccal film for chronic pain, represents a significant growth opportunity. The chronic pain market is estimated to reach $105.9 billion by 2028, growing at a CAGR of 3.6%. BDSI can increase its market share by targeting patients who require long-term opioid treatment and for whom alternative options are inadequate. This involves strategic marketing, physician education, and patient support programs. The timeline for significant market penetration is within the next 3-5 years, contingent on successful commercialization efforts.
- Increased Adoption of Symproic for OIC: Symproic, used for opioid-induced constipation (OIC), offers a growth avenue given the rising prevalence of opioid prescriptions. The OIC market is projected to reach $2.1 billion by 2027. BDSI can capitalize on this by focusing on patients with chronic non-cancer pain, including those with pain related to prior cancer treatment. Effective marketing and awareness campaigns targeting both physicians and patients are crucial. The timeline for increased adoption is within the next 2-4 years, dependent on successful market penetration strategies.
- Commercialization of ELYXYB for Migraine: ELYXYB, a celecoxib oral solution for migraine, presents a growth opportunity in the migraine treatment market, which is expected to reach $3.5 billion by 2025. BDSI can leverage its existing sales infrastructure to promote ELYXYB to neurologists and primary care physicians. Emphasizing the benefits of a liquid formulation for rapid absorption can differentiate ELYXYB from other migraine treatments. The timeline for significant market impact is within the next 1-3 years, contingent on successful commercial launch and market acceptance.
- Strategic Partnerships and Acquisitions: BDSI can pursue strategic partnerships or acquisitions to expand its product portfolio and market reach. Collaborating with other pharmaceutical companies or acquiring complementary products can enhance its competitive position. This includes exploring opportunities in related therapeutic areas or geographic markets. The timeline for realizing benefits from partnerships or acquisitions is variable, ranging from immediate to long-term, depending on the nature of the deal and integration process.
- Advancements in Drug Delivery Technology: BDSI's patented BioErodible MucoAdhesive (BEMA) technology and other drug delivery systems offer a competitive advantage. Continued investment in research and development to enhance these technologies can lead to new product formulations and improved patient outcomes. This includes exploring applications in other therapeutic areas and developing novel delivery methods. The timeline for realizing benefits from technological advancements is ongoing, with continuous innovation driving long-term growth.
What Opportunities Does BDSI Have?
- Expansion into new therapeutic areas.
- Strategic partnerships and acquisitions.
- Increased market penetration for existing products.
- Development of novel drug delivery systems.
What Threats Does BDSI Face?
- Generic erosion of key products.
- Increased competition from other pharmaceutical companies.
- Regulatory changes and pricing pressures.
- Product liability claims.
What Are BDSI's Competitive Advantages?
- Patented BioErodible MucoAdhesive (BEMA) drug-delivery technology provides a competitive edge.
- Established portfolio of branded pharmaceutical products with strong market presence.
- Specialized focus on pain management and gastrointestinal therapeutics.
- Regulatory exclusivity for key products, protecting market share.
What Does BDSI Do?
BioDelivery Sciences International, Inc. (BDSI) is a specialty pharmaceutical company dedicated to developing and commercializing innovative pharmaceutical products for the treatment of chronic conditions. Founded in 1997 and headquartered in Raleigh, North Carolina, BDSI has focused on utilizing its patented BioErodible MucoAdhesive (BEMA) drug-delivery technology and other advanced delivery systems to improve patient outcomes. The BEMA technology allows for the administration of drugs via a small, erodible polymer film applied to the buccal mucosa, offering enhanced absorption and bioavailability. BDSI's portfolio includes BELBUCA, a buprenorphine buccal film indicated for the management of chronic pain severe enough to require daily, around-the-clock, long-term opioid treatment and for which alternative treatment options are inadequate. Another key product is Symproic, a peripherally acting mu-opioid receptor antagonist (PAMORA) used for the treatment of opioid-induced constipation (OIC) in adult patients with chronic non-cancer pain, including those with chronic pain related to prior cancer or its treatment who do not require frequent opioid dosage escalation. Additionally, BDSI offers ELYXYB, a celecoxib oral solution for the treatment of migraine with or without aura in adults, and ONSOLIS, a fentanyl buccal soluble film for the management of breakthrough pain in cancer patients. As of March 18, 2022, BioDelivery Sciences International, Inc. operates as a subsidiary of Collegium Pharmaceutical, Inc., marking a new chapter in its evolution and strategic direction within the pharmaceutical landscape.
What Products and Services Does BDSI Offer?
- Develop and commercialize pharmaceutical products for chronic conditions.
- Utilize patented BioErodible MucoAdhesive (BEMA) drug-delivery technology.
- Offer BELBUCA, a buprenorphine buccal film for the treatment of chronic pain.
- Provide Symproic, a PAMORA for opioid-induced constipation.
- Market ELYXYB, a celecoxib oral solution for migraine.
- Supply ONSOLIS, a fentanyl buccal soluble film for breakthrough pain in cancer patients.
How Does BDSI Make Money?
- Develop and patent novel drug delivery technologies.
- Commercialize branded pharmaceutical products through direct sales and marketing.
- Generate revenue through product sales to wholesalers, pharmacies, and healthcare providers.
- Focus on specialty markets with high unmet medical needs.
What Industry Does BDSI Operate In?
BioDelivery Sciences International, Inc. operates within the specialty pharmaceutical industry, which is characterized by the development and marketing of branded drugs that address specific medical needs. The market is driven by an aging population, increasing prevalence of chronic diseases, and technological advancements in drug delivery systems. Competition is intense, with companies vying for market share through innovation and strategic partnerships. BDSI's focus on pain management and opioid-induced constipation positions it within a high-demand segment, but it faces competition from both established pharmaceutical giants and smaller, innovative biotech firms. The industry is subject to stringent regulatory oversight and pricing pressures, impacting profitability and market access.
Who Are BDSI's Key Customers?
- Patients suffering from chronic pain requiring long-term opioid treatment.
- Adult patients with opioid-induced constipation due to chronic non-cancer pain.
- Adults experiencing migraine with or without aura.
- Cancer patients requiring management of breakthrough pain.
Company Profile
BioDelivery Sciences International, Inc. operates in the Drug Manufacturers - Specialty & Generic industry within the Healthcare sector. It is headquartered in Raleigh, US. The company is led by CEO Herm Cukier. BDSI has traded publicly since 2002.
F-Score 6/9Financial Health
BioDelivery Sciences International, Inc.'s Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 2.76 places it in the grey zone, a middle ground that warrants monitoring.
ROE 57%Key Financial Metrics
Return on equity for BioDelivery Sciences International, Inc. stands at 57.3%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 26.1%, showing how much profit it generates from its asset base. BDSI trades at a trailing price-to-earnings ratio of 6.80, below the Healthcare sector average of ~23x. Its free cash flow yield is 7.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.45 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 14.7%, the inverse of the P/E and a quick read on earnings relative to price.
BDSI Valuation & Market Position
With a $577.05M market cap, BioDelivery Sciences International, Inc. sits in the small-cap segment of the market. Relative to its peer group, BDSI's quantitative score of 52/100 is below the peer average of 63/100.
Net sellingInsider Activity
The most recent 12 insider filings for BioDelivery Sciences International, Inc. break down as 12 sales and 0 purchases. On net that is roughly 1.2M shares disposed (about $2.9M), a signal worth weighing alongside the fundamentals.
BDSI Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests those in the know see long-term value, hinting at positive developments not yet fully priced in.
- The overall community sentiment has been leaning bullish lately, indicating a growing belief in the company's future prospects and strategic direction.
- Positive commentary within the community highlights the company's potential to capitalize on emerging market trends, fostering optimism around revenue growth.
- The market perception of BioDelivery Sciences seems to be improving, with increased mentions and positive discussions across social trading platforms.
Bear Case
- Recent insider selling, even if for personal reasons, can create uncertainty and potentially signal a lack of immediate upside confidence.
- A segment of the community remains skeptical, citing concerns about competitive pressures and potential market saturation.
- Some bearish voices express worries that the company's growth strategy might be too aggressive, potentially leading to increased operational risks.
- Negative market perception stemming from recent news or industry reports could be weighing on investor sentiment, creating short-term headwinds.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · February 2026
BDSI Latest News
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Stocks That Hit 52-Week Highs On Wednesday
· Oct 30, 2019
BDSI Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BDSI.
Price Targets
Wall Street price target analysis for BDSI.
BDSI MoonshotScore
What does this score mean?
The MoonshotScore rates BDSI's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Herm Cukier
CEO
Herm Cukier serves as the CEO of BioDelivery Sciences International, Inc., managing a team of 200 employees. His career spans various leadership roles within the pharmaceutical industry, bringing extensive experience in strategic planning, commercial operations, and business development. Cukier's background includes a strong focus on specialty pharmaceuticals and innovative drug delivery systems. His expertise lies in driving growth through effective market strategies and product commercialization. He is known for his ability to navigate complex regulatory landscapes and foster collaborative partnerships.
Track Record: Under Herm Cukier's leadership, BDSI has focused on expanding the market reach of its key products, including BELBUCA and Symproic. He has overseen strategic initiatives to enhance commercial operations and improve patient access to BDSI's therapies. A notable achievement was navigating the acquisition of BDSI by Collegium Pharmaceutical, Inc., ensuring a smooth transition and continued growth trajectory for the company's portfolio.
BDSI Healthcare Stock FAQ
What does BioDelivery Sciences International, Inc. do?
BioDelivery Sciences International, Inc. (BDSI) is a specialty pharmaceutical company that develops and commercializes products for chronic conditions, primarily focusing on pain management and opioid-induced constipation. The company utilizes its patented BioErodible MucoAdhesive (BEMA) technology to deliver drugs via a small film applied to the buccal mucosa, enhancing absorption and bioavailability. Its key products include BELBUCA for chronic pain, Symproic for OIC, ELYXYB for migraine, and ONSOLIS for breakthrough cancer pain. BDSI operates as a subsidiary of Collegium Pharmaceutical, Inc., leveraging its innovative drug delivery systems to improve patient outcomes.
What do analysts say about BDSI stock?
Analyst coverage of BioDelivery Sciences International, Inc. (BDSI) reflects a focus on its established product portfolio and profitability metrics. Key valuation metrics include a P/E ratio of 6.8 and a high gross margin of 86.0%. Growth considerations center on the continued market penetration of BELBUCA and Symproic, as well as the successful commercialization of ELYXYB. Analyst consensus typically acknowledges the potential for sustained growth, balanced against the risks of generic competition and regulatory challenges. The acquisition by Collegium Pharmaceutical, Inc. also influences analyst perspectives, with attention on the integration process and strategic alignment.
What are the main risks for BDSI?
The main risks for BioDelivery Sciences International, Inc. (BDSI) include potential generic erosion of its key products, which could significantly impact revenue. Regulatory changes and pricing pressures within the pharmaceutical industry pose ongoing challenges. Product liability claims related to its pharmaceutical products represent another significant risk. Additionally, as a subsidiary of Collegium Pharmaceutical, Inc., BDSI is subject to the strategic decisions and resource allocation of its parent company, which could influence its growth trajectory and operational focus. These factors collectively contribute to the risk profile of BDSI.
What are the key factors to evaluate for BDSI?
BioDelivery Sciences International, Inc. (BDSI) holds an AI score of 52/100 (moderate). P/E: 6.8x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does BDSI data refresh on this page?
BDSI prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven BDSI's recent stock price performance?
BioDelivery Sciences International, Inc. (BDSI) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Proprietary drug delivery technology (BEMA). See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider BDSI overvalued or undervalued right now?
BioDelivery Sciences International, Inc. (BDSI) trades at 6.8x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying BDSI?
Before investing in BioDelivery Sciences International, Inc. (BDSI), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data as of 2026-05-10.
- Financial metrics are based on the most recent available reports.
- Market size estimates are based on industry reports and forecasts.