The earnings call highlighted strong growth in SUBLOCADE and successful cost reduction efforts, but these were offset by significant challenges, including expected declines in SUBOXONE Film revenue, funding issues in the CGS channel, and slower than anticipated OPVEE adoption. The company anticipates a transition year in 2025 with a decline in total net revenue.
Company Guidance
During the fiscal year 2024 call, Indivior PLC provided comprehensive guidance for 2025, emphasizing a transition year with anticipated challenges and strategic shifts. The company expects total net revenue to range between $955 million and $1.25 billion, reflecting a 17% decline compared to the previous year, primarily due to a projected 55% drop in U.S. SUBOXONE Film net revenue and the discontinuation of PERSERIS. SUBLOCADE's net revenue is forecasted to be relatively stable at $725 million to $765 million, despite competitive pressures and funding challenges in the U.S. criminal justice system. However, Indivior plans significant commercial investments to bolster SUBLOCADE's market position, targeting a long-term revenue goal exceeding $1.5 billion. Additionally, OPVEE is anticipated to generate $10 million to $15 million in net revenue, supported by government contracts and ongoing efforts to increase adoption. Operating expenses are expected to decrease by over $50 million, while adjusted operating profit is projected to be between $185 million and $225 million. The company remains focused on its opioid use disorder treatments and is not considering business development or capital returns to shareholders in the near term. Overall, Indivior aims to stabilize its financial performance in 2025, paving the way for renewed growth in subsequent years.
SUBLOCADE Net Revenue Growth
SUBLOCADE ended the year with a 20% net revenue growth, reaching $756 million, slightly above the guidance range.
Cost Reduction Initiatives
The company implemented cost reductions of over $100 million annually, providing more than $50 million of savings to the bottom line.
High Share of New Starts
SUBLOCADE has approximately 71% share of new starts in the long-acting injectable market for opioid use disorder.
Settlement of Legacy Litigation
Indivior resolved certain legacy litigation, reducing enterprise risk and enhancing financial flexibility.
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Indivior (INDV) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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INDV Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 20, 2025
$10.91
$8.99
-17.60%
Oct 24, 2024
$8.56
$8.77
+2.45%
Jul 25, 2024
$10.88
$13.09
+20.31%
Apr 25, 2024
$18.81
$17.25
-8.29%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Indivior PLC (INDV) report earnings?
Indivior PLC (INDV) is schdueled to report earning on Apr 24, 2025, TBA Not Confirmed.
What is Indivior PLC (INDV) earnings time?
Indivior PLC (INDV) earnings time is at Apr 24, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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