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Indivior PLC (GB:INDV)
LSE:INDV

Indivior (INDV) AI Stock Analysis

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Indivior

(LSE:INDV)

Rating:54Neutral
Price Target:
Indivior's overall stock score is influenced by a mix of financial instability, bearish technical indicators, and a challenging valuation environment. Despite these challenges, insider confidence and strategic initiatives provide some positive outlook. The company must overcome profitability and financial stability issues to improve its valuation and investor sentiment.
Positive Factors
Earnings Performance
1Q25 group results beat expectations, with group revenues declining a more modest 6% compared to consensus expectations of a 14% decline.
Market Growth Potential
The market for long-acting injectables (LAIs) is expected to grow by approximately 9% in the next 12 months, with the market share potentially increasing to around 30% in five years' time.
Product Performance
Sublocade retains a dominant market share with approximately 80% share within the cohort for buprenorphine-based LAI and 60% share of LAI-naive patients.
Negative Factors
Funding Issues
CJS funding gaps remain a key headwind, affecting Sublocade sales and contributing to a 38% decline in the CJS market.
Generic Pricing Pressure
A 5th generic from Teva has not yet reached the market, indicating increasing generic pricing pressure.
Market Confidence
Analyst recognizes the need to rebuild market confidence after two profit warnings in FY24, with a target price reduced to 1,110p from 1,400p.

Indivior (INDV) vs. iShares MSCI United Kingdom ETF (EWC)

Indivior Business Overview & Revenue Model

Company DescriptionIndivior PLC, together with its subsidiaries, engages in the development, manufacture, and sale of buprenorphine-based prescription drugs for the treatment of opioid dependence and co-occurring disorders in the United States, the United Kingdom, and internationally. The company develops medicines to treat substance use disorders, serious mental illnesses, and opioid overdose. Its core marketed products include SUBLOCADE and SUBUTEX PRO buprenorphine extended-release monthly injections; SUBOXONE, a buprenorphine and naloxone sublingual film; SUBOXONE, a buprenorphine and naloxone sublingual tablet; and SUBUTEX, a buprenorphine sublingual tablet for the treatment of opioid use disorder. The company also offers OPVEE nasal spray for opioid overdose reversal; and PERSERIS extended-release injectable suspension for the treatment of schizophrenia in adults. In addition, it is developing INDV-2000, a selective orexin-1 receptor antagonist that completed phase 1 clinical trial for the treatment of opioid use disorder (OUD); INDV-1000, a selective GABAb positive allosteric modulator, which is in pre-clinical development phase for the treatment of alcohol use disorder in collaboration with ADDEX therapeutics; INDV-6001, a buprenorphine-based long-acting injectable for the treatment of OUD in collaboration with Alar Pharmaceuticals Inc.; and CT-102, a digital therapeutic for the treatment of OUD in collaboration with Click Therapeutics. Further, the company is developing INDV-5004, a drinabant injection to treat acute cannabinoid overdose. It has a strategic partnership with Aelis Farma to develop AEF0117, a synthetic CB1 specific signaling inhibitor that is in phase 2B clinical trial for the treatment of cannabis use disorder. The company was incorporated in 2014 and is headquartered in North Chesterfield, Virginia.
How the Company Makes MoneyIndivior makes money primarily through the sale of its pharmaceutical products designed for the treatment of addiction, with a significant portion of its revenue coming from its flagship product, Suboxone. The company generates revenue by selling its products to healthcare providers, pharmacies, and government health programs. Indivior also invests in research and development to create new treatments and improve existing ones, which can lead to additional revenue streams as these innovations reach the market. Strategic partnerships and collaborations with healthcare organizations and government bodies also contribute to its earnings, as they expand the company's reach and market penetration. Additionally, Indivior's global operations allow it to leverage diverse markets, further driving its revenue growth.

Indivior Earnings Call Summary

Earnings Call Date:Apr 24, 2025
(Q1-2025)
|
% Change Since: 31.80%|
Next Earnings Date:Jul 24, 2025
Earnings Call Sentiment Negative
The earnings call reflects a challenging quarter for Indivior, with notable declines in revenue due to increased competition and funding challenges. Despite these issues, the company showed resilience through patient treatment growth and cost streamlining efforts. However, the lowlights outweigh the highlights, indicating significant negative trends.
Q1-2025 Updates
Positive Updates
Patient Treatment Growth
The company treated approximately 170,700 patients in the U.S. over the past 12 months, marking a 14% increase year over year.
SUBLOCADE Market Share Stability
SUBLOCADE's new patient share averaged over 70% and has been stable for three quarters, indicating a strong market position.
Cost Streamlining and Profit Protection
Indivior made progress in streamlining its cost base, achieving gross savings of over $100 million for 2025, and reinvesting $50 million into SUBLOCADE and its pipeline.
Negative Updates
Revenue Decline
Total net revenue for the quarter declined by 6% year over year, driven by competition from generic film providers and the discontinuation of PERSERIS.
SUBLOCADE Revenue Decline
SUBLOCADE net revenue declined by 2% in the first quarter, primarily due to near-term justice system funding challenges.
Challenges in Criminal Justice System
Significant reduction in dispense volume from the criminal justice system channel due to budget issues, impacting SUBLOCADE's performance.
Company Guidance
During the Indivior PLC Q1 2025 earnings call, the company provided guidance indicating that its performance was aligned with expectations and consistent with their full-year 2025 outlook. Total net revenue for the first quarter was $266 million, representing a 6% decline year-over-year, primarily due to intensified competition and the discontinuation of PERSERIS. SUBLOCADE's net revenue also saw a modest 2% decline, attributed to funding challenges in the criminal justice system. Despite these challenges, SUBLOCADE's share among new patients remained stable, averaging over 70% in the quarter. Indivior anticipates improved SUBLOCADE net revenue in the second half of the year, driven by commercial investments and label updates. The company reported a 10% increase in non-GAAP adjusted operating profit, reflecting reduced expenses and gross savings of over $100 million expected in 2025. Indivior is reinvesting approximately $50 million of these savings into SUBLOCADE and its pipeline, while the remaining savings will bolster profits. The guidance for full-year 2025 remains on track, backed by stable patient dynamics and anticipated strategic improvements.

Indivior Financial Statement Overview

Summary
Indivior demonstrates positive revenue growth and a strong gross profit margin, but profitability remains a major concern due to low net margins. The balance sheet reflects financial instability with negative equity, while cash flow improvements are overshadowed by historical cash flow volatility. The company faces significant challenges in achieving financial stability and sustainable profitability.
Income Statement
75
Positive
Indivior's income statement shows a strong recovery and growth trend, with a significant increase in total revenue from $647M in 2020 to $1.17B in TTM. The company achieved a positive net income in TTM after a period of losses, indicating improved profitability. Gross profit margins have remained strong, and the net profit margin turned positive in TTM, reflecting effective cost management. However, the EBIT margin is relatively low, suggesting potential areas for operational efficiency improvements.
Balance Sheet
60
Neutral
The balance sheet reveals a negative stockholders' equity position in TTM, which is a significant weakness, as it suggests more liabilities than assets. Despite this, the company has managed its debt levels well, with a low total debt. The equity ratio is negative, reflecting the need for strengthening equity capital. However, the low debt-to-equity ratio indicates that the company is not heavily leveraged, which is a positive aspect.
Cash Flow
70
Positive
Cash flow analysis shows a significant improvement in operating cash flow, turning positive in TTM. Free cash flow has also grown substantially, reflecting strong cash generation capabilities. The operating cash flow to net income ratio is robust, indicating efficient cash management. However, the fluctuation in free cash flow over the years points to potential volatility in cash generation.
Breakdown
TTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income StatementTotal Revenue
1.17B1.19B1.09B901.00M791.00M647.00M
Gross Profit
919.37M957.00M907.00M742.00M664.00M550.00M
EBIT
201.07M32.00M-4.00M-91.00M213.00M-156.00M
EBITDA
89.79M84.00M68.61M-45.00M238.00M-123.00M
Net Income Common Stockholders
2.78M2.00M2.00M-53.00M205.00M-148.00M
Balance SheetCash, Cash Equivalents and Short-Term Investments
373.00M320.00M410.00M893.00M1.10B858.00M
Total Assets
1.38B1.32B1.95B1.77B1.83B1.53B
Total Debt
370.00M375.00M282.00M277.00M286.00M285.00M
Net Debt
-2.00M56.00M-34.00M-497.00M-816.00M-573.00M
Total Liabilities
1.66B1.67B1.95B1.72B1.63B1.45B
Stockholders Equity
-286.00M-348.00M67.90M51.00M203.00M82.00M
Cash FlowFree Cash Flow
131.83M7.00M-368.00M-10.00M319.00M-197.00M
Operating Cash Flow
165.83M36.00M-315.00M-4.00M353.00M-193.00M
Investing Cash Flow
39.06M69.00M-100.36M-223.00M-14.00M-4.00M
Financing Cash Flow
-81.08M-102.00M-46.00M-100.00M-94.00M-10.00M

Indivior Technical Analysis

Technical Analysis Sentiment
Positive
Last Price916.00
Price Trends
50DMA
791.09
Positive
100DMA
813.52
Positive
200DMA
813.01
Positive
Market Momentum
MACD
31.78
Negative
RSI
64.77
Neutral
STOCH
86.82
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:INDV, the sentiment is Positive. The current price of 916 is above the 20-day moving average (MA) of 860.30, above the 50-day MA of 791.09, and above the 200-day MA of 813.01, indicating a bullish trend. The MACD of 31.78 indicates Negative momentum. The RSI at 64.77 is Neutral, neither overbought nor oversold. The STOCH value of 86.82 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:INDV.

Indivior Risk Analysis

Indivior disclosed 22 risk factors in its most recent earnings report. Indivior reported the most risks in the “Finance & Corporate” category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Indivior Peers Comparison

Overall Rating
UnderperformOutperform
Sector (53)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
72
Outperform
$1.79B28.896.32%11.82%
70
Outperform
$1.20B9.2119.90%8.05%-8.46%
67
Neutral
$1.27B-5.19%30.26%-173.36%
63
Neutral
$1.22B-12.27%3.08%-247.82%
54
Neutral
£1.15B
5.76%-729.39%
53
Neutral
$5.24B3.28-44.98%2.81%16.82%-0.32%
EVEVO
50
Neutral
$1.39B-20.41%0.45%-125.61%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:INDV
Indivior
916.00
-502.00
-35.40%
PCRX
Pacira Pharmaceuticals
26.40
-4.12
-13.50%
SUPN
Supernus Pharmaceuticals
31.91
3.99
14.29%
ANIP
ANI Pharmaceuticals
61.66
-3.10
-4.79%
AMPH
Amphastar Pharmaceuticals
25.38
-16.84
-39.89%
EVO
Evotec AG
3.98
-0.91
-18.61%

Indivior Corporate Events

Financial Disclosures
Indivior to Release Q1 2025 Financial Results and Host Webcast
Neutral
Apr 10, 2025

Indivior PLC has announced the release of its Q1 2025 financial results on April 24, 2025. The results will be available on the London Stock Exchange’s Regulatory News Service and the company’s website. CEO Mark Crossley and the leadership team will host a live webcast presentation to discuss the results. This announcement is significant for stakeholders as it provides insights into the company’s financial performance and strategic direction.

Spark’s Take on GB:INDV Stock

According to Spark, TipRanks’ AI Analyst, GB:INDV is a Neutral.

Indivior’s overall stock score is influenced by a mix of financial instability, bearish technical indicators, and a challenging valuation environment. Despite these challenges, insider confidence and strategic initiatives provide some positive outlook. The company must overcome profitability and financial stability issues to improve its valuation and investor sentiment.

To see Spark’s full report on GB:INDV stock, click here.

Business Operations and StrategyRegulatory Filings and Compliance
Indivior PLC Sees Change in Major Holdings by Rubric Capital
Neutral
Apr 3, 2025

Indivior PLC announced a change in its major holdings, with Rubric Capital Management LP increasing its voting rights in the company. The acquisition of additional voting rights and financial instruments by Rubric Capital Management LP signifies a strengthened position in Indivior, potentially impacting the company’s governance and strategic decisions.

Regulatory Filings and Compliance
Indivior PLC Updates Share Capital and Voting Rights
Neutral
Apr 1, 2025

Indivior PLC announced that as of April 1, 2025, its issued share capital consists of 124,758,946 Ordinary Shares, with no shares held in Treasury. This update is in compliance with the FCA’s Disclosure Guidance and Transparency Rule, providing shareholders with the necessary information to assess their interests in the company.

Regulatory Filings and Compliance
Indivior PLC Announces Change in Major Holdings
Neutral
Mar 28, 2025

Indivior PLC, a UK-based company, has announced a change in its major holdings due to an acquisition or disposal of voting rights and financial instruments by Millennium International Management LP. This change resulted in a decrease in the total percentage of voting rights held by Millennium from 5.146% to 4.925%, indicating a slight reduction in their influence over Indivior’s decision-making processes.

Shareholder MeetingsRegulatory Filings and Compliance
Indivior PLC Publishes 2025 AGM Notice and Governance Updates
Neutral
Mar 27, 2025

Indivior PLC has announced the publication of its Notice of the 2025 Annual General Meeting (AGM) on its website. The meeting is scheduled for May 8, 2025, in London. The company has also submitted necessary documents to the UK Financial Conduct Authority for inspection, including proposed amendments to its Articles of Association and a letter on the Directors’ Remuneration Policy. This announcement is part of Indivior’s compliance with regulatory requirements and provides shareholders with important information regarding governance and policy changes.

Business Operations and Strategy
Indivior PLC Sees Change in Major Holdings
Neutral
Mar 21, 2025

Indivior PLC, a UK-based company, has announced a change in its major holdings as Rubric Capital Management LP, a US-based entity, has increased its voting rights in the company. The acquisition or disposal of voting rights and financial instruments by Rubric Capital Management LP has led to a new total of 6.27% voting rights in Indivior, up from the previous 5.12%. This change in holdings could impact Indivior’s strategic decisions and influence its market positioning.

Executive/Board ChangesRegulatory Filings and Compliance
Indivior Announces Executive Share Vesting Under Deferred Bonus Plan
Neutral
Mar 17, 2025

Indivior PLC has announced changes in the share interests of its Chief Executive Officer, Mark Crossley, and Chief Financial Officer, Ryan Preblick, as part of the Deferred Bonus Plan 2018. The awards granted in 2023 have vested, resulting in the delivery of shares to both executives. This notification aligns with the UK Market Abuse Regulation, reflecting the company’s adherence to regulatory requirements.

Shareholder MeetingsRegulatory Filings and Compliance
Indivior PLC Publishes 2024 Annual Report
Neutral
Mar 17, 2025

Indivior PLC has released its 2024 Annual Report and Accounts, which are now available on its website. The report will also be submitted to the UK Financial Conduct Authority’s National Storage Mechanism for public inspection. Shareholders who have opted for paper communications will receive hard copies of the report and the Notice of Annual General Meeting 2025 by March 27, 2025. This publication is in compliance with the FCA’s Disclosure Guidance and Transparency Rules.

Executive/Board ChangesRegulatory Filings and Compliance
Indivior CEO Receives Conditional Share Award Under Deferred Bonus Plan
Neutral
Mar 14, 2025

Indivior PLC has announced a change in the interests of its Chief Executive Officer, Mark Crossley, involving a Conditional Award of 9,375 Ordinary Shares under the Indivior Deferred Bonus Plan 2018. This award is part of the deferral of 25% of the gross bonus earned under the Indivior 2024 Annual Incentive Plan, set to vest on the second anniversary of the award date, contingent upon continued employment. This notification complies with the UK Market Abuse Regulation, reflecting the company’s adherence to regulatory requirements and its commitment to transparent executive compensation practices.

Business Operations and Strategy
Madison Avenue Partners Increases Stake in Indivior PLC
Neutral
Mar 14, 2025

Indivior PLC, a UK-based company, has announced a change in its major holdings. Madison Avenue Partners LP, based in New York, has increased its voting rights in Indivior to 5.185508% from a previous 4.053609%. This acquisition of voting rights signifies a stronger influence of Madison Avenue Partners in the decision-making processes of Indivior, potentially impacting its strategic direction and stakeholder interests.

Executive/Board ChangesRegulatory Filings and Compliance
Indivior CEO’s Share Interests Updated Following LTIP Award Release
Neutral
Mar 11, 2025

Indivior PLC announced changes to the share interests of its CEO, Mark Crossley, following the release of awards under the Long-Term Incentive Plan. The awards, granted in 2020 and vested in 2023, were released in March 2025, resulting in Crossley holding 340,953 shares in the company. This transaction aligns with the UK Market Abuse Regulation, reflecting Indivior’s commitment to transparency and regulatory compliance.

Other
Indivior Director Increases Shareholding, Signaling Confidence
Positive
Mar 11, 2025

Indivior PLC announced that Dr. Keith Humphreys, a Non-Executive Director, acquired 1,500 ordinary shares of the company at an average price of $9.149 per share, increasing his total shareholding to 3,879 shares. This transaction, conducted on the Nasdaq Global Select Market, reflects ongoing confidence in the company’s market position and strategic direction, potentially influencing stakeholder perceptions positively.

Executive/Board ChangesBusiness Operations and Strategy
Indivior PLC Grants Long-Term Incentive Awards to Key Executives
Neutral
Mar 10, 2025

Indivior PLC has announced the granting of Conditional Awards over Ordinary Shares under its 2024 Long-Term Incentive Plan to key managerial personnel. The vesting of these awards is contingent upon continued employment and the achievement of specific performance conditions, including relative Total Shareholder Return and market growth metrics. This move is part of Indivior’s strategy to align the interests of its leadership with company performance, potentially impacting its operational focus and market positioning.

Business Operations and Strategy
Indivior Executive and Associate Increase Shareholding
Positive
Mar 5, 2025

Indivior PLC announced that Vishal Kalia, Chief Strategy and Operating Officer, purchased 2,262 ordinary shares at an average price of $8.87 per share, and Nisha Jairath, associated with Kalia, acquired 1,261 shares at £7.01 each. These transactions, conducted on February 28, 2025, reflect a significant personal investment by a key executive and associated person, potentially indicating confidence in the company’s future performance.

Business Operations and StrategyRegulatory Filings and Compliance
Indivior PLC Announces Change in Major Holdings
Neutral
Mar 4, 2025

Indivior PLC, a UK-based company, has announced a change in its major holdings due to an acquisition or disposal of voting rights and financial instruments by Rubric Capital Management LP. The notification indicates that Rubric Capital Management LP now holds a total of 5.12% of voting rights in Indivior, with 1.27% attached to shares and 3.85% through financial instruments. This change in holdings could potentially impact Indivior’s shareholder dynamics and influence its strategic decisions.

Business Operations and Strategy
Madison Avenue Partners Increases Stake in Indivior PLC
Neutral
Mar 4, 2025

Indivior PLC, a UK-based company, has announced a change in its shareholder structure. Madison Avenue Partners LP, a New York-based investment firm, has increased its voting rights in Indivior PLC to 4.05% from a previous 3.18%. This acquisition of voting rights reflects a strategic move by Madison Avenue Partners, potentially impacting Indivior’s governance and decision-making processes.

Executive/Board ChangesBusiness Operations and Strategy
Indivior PLC Announces Vesting of Long-Term Incentive Plan Awards
Positive
Mar 4, 2025

Indivior PLC announced the vesting of conditional awards under its Long-Term Incentive Plan for key managerial personnel, resulting in the delivery of shares to Company Secretary Kathryn Hudson and Chief Strategy and Operating Officer Vishal Kalia. This transaction reflects the company’s ongoing commitment to rewarding its leadership, potentially impacting its internal stakeholder dynamics and reinforcing its market position.

Delistings and Listing ChangesExecutive/Board ChangesBusiness Operations and Strategy
Indivior Announces Strategic Board Restructuring
Neutral
Mar 4, 2025

Indivior PLC announced significant changes to its Board of Directors, including a reduction in board size to seven directors and the commencement of a search for a new Independent Non-Executive Director. These changes align with the company’s strategic shift to a US primary listing and are part of an amended agreement with Oaktree Capital Management. The company also announced leadership changes within its committees and the discontinuation of its Operational Committee, reflecting a strategic realignment to enhance its governance and operational focus.

Regulatory Filings and Compliance
Indivior PLC Updates on Total Voting Rights and Capital
Neutral
Mar 3, 2025

Indivior PLC announced that as of March 1, 2025, its issued share capital consists of 124,655,858 Ordinary Shares, with no shares held in Treasury. This update is in compliance with the FCA’s Disclosure Guidance and Transparency Rule 5.6.1, and the total voting rights are 124,655,858. Shareholders can use this figure to determine their notification requirements under the FCA’s rules.

Other
Indivior Director Acquires 15,000 Shares, Signaling Confidence
Positive
Feb 28, 2025

Indivior PLC announced that Daniel Ninivaggi, a Non-Executive Director, acquired 15,000 ordinary shares of the company at an average price of $8.78 per share. This transaction, conducted on February 27, 2025, on the Nasdaq Global Select Market, reflects a significant personal investment by a key member of the company’s board, potentially indicating confidence in the company’s future performance.

Regulatory Filings and Compliance
Indivior PLC Sees Change in Major Shareholding as Morgan Stanley Adjusts Position
Neutral
Feb 28, 2025

Indivior PLC announced a significant change in its shareholder structure as Morgan Stanley’s total applicable holding in the company dropped below the 5% threshold, triggering a notification obligation. As a result, Morgan Stanley applied the trading book exemption to its remaining applicable holding of 4.979353% as of February 25, 2025. This development may impact Indivior’s market perception and investor confidence, as changes in major holdings can influence stakeholder sentiment and the company’s strategic direction.

Other
Indivior Director Increases Stake with Share Purchase
Positive
Feb 27, 2025

Indivior PLC announced that Robert Schriesheim, a Non-Executive Director, has acquired 58,833 ordinary shares at an average price of $8.5644 per share. This transaction increases Schriesheim’s total shareholding in the company to 80,233 shares, reflecting a significant personal investment and potential confidence in the company’s future performance.

Other
Indivior Chair Acquires 10,000 Shares, Signaling Confidence in Company’s Future
Positive
Feb 27, 2025

Indivior PLC announced that Dr. David Wheadon, the Chair of the company, has acquired 10,000 ordinary shares at an average price of $8.4281 per share. This transaction highlights Dr. Wheadon’s confidence in the company’s future prospects and could have positive implications for stakeholder sentiment and the company’s market positioning.

Executive/Board ChangesBusiness Operations and Strategy
Indivior Appoints Joe Ciaffoni as New CEO to Drive Growth
Positive
Feb 27, 2025

Indivior PLC has announced the appointment of Joe Ciaffoni as the new Chief Executive Officer, succeeding Mark Crossley. Ciaffoni, with over 30 years of experience in the pharmaceutical and biotech industries, is expected to drive the next stage of growth for Indivior, a leader in addiction treatment. The transition is aimed at ensuring stability and continuity, with Ciaffoni’s leadership anticipated to enhance shareholder value and expand the company’s impact in the addiction treatment space.

Business Operations and StrategyRegulatory Filings and Compliance
Indivior PLC Sees Shift in Voting Rights with Morgan Stanley Acquisition
Neutral
Feb 25, 2025

Indivior PLC, a UK-based company, has announced a significant change in its voting rights structure due to Morgan Stanley’s acquisition of voting rights. Morgan Stanley now holds a total of 5.32% of Indivior’s voting rights, marking a notable shift in the company’s shareholder dynamics. This development could impact Indivior’s strategic decisions and influence its market positioning.

Product-Related Announcements
Indivior’s SUBLOCADE® Receives FDA Approval for Rapid OUD Treatment Protocol
Positive
Feb 24, 2025

Indivior has announced that the FDA approved label changes for its SUBLOCADE® injection, a treatment for moderate to severe opioid use disorder (OUD). The changes include a rapid initiation protocol that reduces the time to treatment from one week to one hour, and alternative injection sites, enhancing flexibility and potentially improving patient adherence. These updates reflect Indivior’s commitment to patient-centered care and may streamline treatment, offering significant benefits for healthcare providers and patients seeking effective OUD management.

Business Operations and StrategyFinancial Disclosures
Indivior Reports Revenue Growth in 2024, Faces Challenges in 2025 Outlook
Neutral
Feb 20, 2025

Indivior PLC reported a 9% increase in net revenue for FY 2024, driven by strong performance of SUBLOCADE, which saw a 20% rise in net revenue. The company is focusing on streamlining operations to save over $100 million annually, reinvesting in long-term growth and its OUD assets, despite facing competitive pressures in the U.S. market. For FY 2025, Indivior expects a modest decline in SUBLOCADE revenue and a significant overall revenue drop due to intensified generic competition for SUBOXONE Film and the discontinuation of PERSERIS marketing. Despite these challenges, Indivior remains optimistic about achieving profitable growth and delivering value to shareholders by focusing on its key strategic objectives.

Product-Related AnnouncementsBusiness Operations and Strategy
Indivior Faces FDA Delay on SUBLOCADE Label Changes
Negative
Feb 12, 2025

Indivior announced a delay in the FDA’s final review of proposed label changes for its product SUBLOCADE, specifically for rapid initiation protocol and alternative injection sites. Although the FDA has accepted the proposed label with no outstanding issues, the delay may impact Indivior’s timeline for implementing these changes, potentially affecting its market strategy and stakeholder expectations.

Financial Disclosures
Indivior to Present Q4 and FY 2024 Financial Results
Neutral
Feb 4, 2025

Indivior PLC announced it will release its Q4 and full-year 2024 financial results on February 20, 2025. The company’s CEO, Mark Crossley, along with other leadership members, will present the results via a live webcast. This announcement provides stakeholders with an opportunity to gain insights into Indivior’s financial performance and strategic direction, potentially impacting its market positioning and investor relations.

Stock Buyback
Indivior Executes Share Repurchase Program, Cancels Over 200,000 Shares
Neutral
Feb 4, 2025

Indivior PLC has announced the repurchase and cancellation of 204,247 ordinary shares as part of its $100 million Share Repurchase Program. This action reduces the total number of shares in circulation to 124,137,286, which may affect shareholders’ notification obligations under financial regulations.

Stock BuybackBusiness Operations and Strategy
Indivior Completes $100M Share Repurchase Program
Positive
Feb 4, 2025

Indivior PLC has completed a share repurchase program initially announced in July 2024. The program, executed by Morgan Stanley & Co. International Plc, involved the purchase and cancellation of over 9.4 million shares at an average price of £8.2486, totaling nearly $100 million. This strategic move is likely to impact the company’s shareholder value positively by reducing the number of outstanding shares.

Regulatory Filings and Compliance
Indivior PLC Updates Total Voting Rights
Neutral
Feb 3, 2025

Indivior PLC has announced a total voting rights update as per the FCA’s Disclosure Guidance and Transparency Rule. As of February 1, 2025, the company has 124,137,286 ordinary shares in issue, with no shares held in treasury. This figure reflects the total voting rights, which shareholders can use to determine the need to notify changes in their interests as required by regulatory rules.

Executive/Board ChangesBusiness Operations and Strategy
Indivior Strengthens Board with New Appointment
Positive
Feb 3, 2025

Indivior PLC has appointed Daniel A. Ninivaggi as an Independent Non-Executive Director to its Board, effective January 31, 2025. Ninivaggi brings extensive public company experience and expertise in operations, capital allocation, and legal and finance, which is expected to enhance Indivior’s mission to transform the lives of patients struggling with opioid use disorder. This strategic leadership change is anticipated to strengthen Indivior’s position as a global leader in OUD treatments, benefiting stakeholders and supporting the company’s continued growth.

Executive/Board ChangesBusiness Operations and Strategy
Indivior PLC Announces New Chair of the Board Amid Strategic Leadership Moves
Positive
Jan 28, 2025

Indivior PLC has appointed Dr. David Wheadon as the new Chair of its Board, effective immediately. Dr. Wheadon brings extensive experience from previous roles at AstraZeneca and other major pharmaceutical organizations. His appointment signals the company’s ongoing commitment to leveraging strong leadership to continue its mission of pioneering treatments for opioid use disorder and delivering value to shareholders and stakeholders. The Board also plans to appoint an additional Non-Executive Director soon, indicating strategic moves to strengthen governance and operational oversight.

Regulatory Filings and Compliance
Morgan Stanley’s Stake in Indivior Falls Below 5% Threshold
Neutral
Jan 28, 2025

Indivior PLC, a UK-based company, has announced that Morgan Stanley’s voting rights in the company have fallen below the 5% threshold, triggering a notification. This change resulted from Morgan Stanley’s application of the trading book exemption, leaving them with a 4.96% stake in Indivior as of January 23, 2025. The notification indicates a shift in Morgan Stanley’s holdings, which could impact the company’s market dynamics and investor considerations.

Stock BuybackRegulatory Filings and Compliance
Indivior PLC Advances $100 Million Share Repurchase Initiative
Neutral
Jan 28, 2025

Indivior PLC has executed a share repurchase program, purchasing and canceling 171,590 ordinary shares over a recent period, affecting its share count and capitalization structure. This move, carried out through Morgan Stanley, is part of a $100 million program and provides shareholders with updated information for regulatory compliance under the FCA’s rules.

Stock Buyback
Indivior Advances Share Repurchase Program
Neutral
Jan 28, 2025

Indivior PLC is undertaking a share repurchase program, having repurchased 171,590 ordinary shares for cancellation between January 20 and January 24, 2025, as part of its $100 million initiative. This move results in Indivior having 124,268,559 ordinary shares with voting rights remaining in issue, which can impact shareholder notifications under FCA rules.

Business Operations and StrategyRegulatory Filings and Compliance
Indivior PLC Experiences Change in Voting Rights with Morgan Stanley Acquisition
Neutral
Jan 27, 2025

Indivior PLC, a UK-based company, has reported a significant change in its voting rights structure due to an acquisition of shares by Morgan Stanley. The notification reveals Morgan Stanley now holds a total of 5.10% of voting rights in Indivior PLC, marking a substantial increase from its previous position of no voting rights. This change could potentially influence Indivior’s decision-making process and reflects a strategic move by Morgan Stanley to increase its influence in the company.

Stock BuybackBusiness Operations and Strategy
Indivior Executes Share Repurchase to Enhance Shareholder Value
Positive
Jan 21, 2025

Indivior PLC has announced the repurchase and cancellation of 222,704 of its ordinary shares as part of its $100 million Share Repurchase Program. This strategic move reduces the total number of shares in circulation to 124,440,149, which may affect shareholders’ notification obligations under the FCA’s Disclosure Guidance and Transparency Rules. The repurchase is expected to enhance shareholder value and reflects the company’s commitment to optimizing its capital structure.

Indivior Corrects Share Repurchase Date and Updates Stakeholder Information
Jan 16, 2025

Indivior PLC announced a correction to a previous announcement regarding its Share Repurchase Program. The company clarified the start date for the repurchase of shares, stating it began on January 6, 2025, instead of 2024. As part of this program, Indivior completed the purchase of 194,876 ordinary shares, bringing its total to 124,633,727 shares with voting rights. This transaction is expected to impact shareholder calculations in accordance with FCA’s rules.

Indivior Enhances Shareholder Value Through Share Repurchase
Jan 14, 2025

Indivior PLC announced the repurchase and cancellation of 194,876 ordinary shares as part of its $100 million Share Repurchase Program. Following this transaction, the company has 124,633,727 ordinary shares with voting rights in issue, serving as a crucial reference for shareholders under the FCA’s Disclosure Guidance and Transparency Rules.

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