RICHMOND, Va., Dec. 17, 2025 /PRNewswire/ -- Indivior PLC (Nasdaq: INDV) today announced results from a randomized, double-blind clinical trial published in JAMA Network Open. The study found that both the 100-mg and 300-mg monthly maintenance doses of SUBLOCADE® (extended- release buprenorphine) rapidly reduced opioid use and improved opioid abstinence and were well tolerated, with no new safety signals in individuals with moderate-to-severe opioid use disorder (OUD). Participants across both dose groups e ...

Core Insights - Indivior PLC is a specialty pharmaceutical company focused on innovative therapies for opioid dependence and related disorders, maintaining a leading position in the healthcare sector through strategic investments in research and partnerships [1][2] Financial Performance - Indivior generates revenue primarily from proprietary prescription pharmaceuticals targeting substance use and mental health disorders, with notable products including SUBLOCADE, SUBUTEX PRO, SUBOXONE, and OPVEE nasal spray [2] - As of the latest report, shares of Indivior PLC were priced at $35.12, reflecting a 212% increase over the past year, significantly outperforming the S&P 500, which rose by 13% during the same period [3] Investment Activity - Newtyn Management increased its stake in Indivior PLC by nearly 1.6 million shares in the third quarter, raising the position value to $101.3 million, which now accounts for 12.4% of the firm's U.S. equity assets [4][5] Growth and Strategic Changes - Indivior's SUBLOCADE experienced a 15% year-over-year growth in the third quarter, contributing $219 million to total quarterly revenue of $314 million, while adjusted EBITDA rose 14% to $120 million [6][7] - The company is simplifying its global footprint by exiting certain international markets and restructuring R&D, which is expected to generate at least $150 million in annual operating expense savings starting in 2026 [7] Future Outlook - Indivior raised its full-year revenue guidance to approximately $1.2 billion, with a projected adjusted EBITDA midpoint indicating about 15% growth for 2025 [7] - The long-term investment thesis hinges on the growth of SUBLOCADE and the effectiveness of the new operating model in overcoming volatility and a leveraged balance sheet [8]

Indivior Conference Call Summary Company Overview - **Company**: Indivior - **Event**: 37th Annual Piper Sandler Healthcare Conference - **Key Speakers**: Joe Ciaffoni (CEO), Ryan Preblick (CFO) Core Industry and Company Insights Vision and Strategy - Indivior is focused on becoming a leading diversified specialty pharmaceutical company, particularly in the treatment of opioid use disorder through the commercialization of differentiated medicines [2][3] - The company has introduced the "Indivior Action Agenda," a three-phased multi-year operational roadmap aimed at maximizing business value and improving lives affected by opioid use disorder [2] Organizational Changes and Cost Structure - Significant organizational changes have been made to simplify operations and reduce costs, resulting in the removal of $150 million in operating expenses (OPEX) [6] - Future OPEX is projected to not exceed $450 million by 2026 [6] - The company has streamlined its global presence, reducing operations from 41 countries to four key markets: Canada, Australia, France, and Germany, which represent 77% of forecasted net revenue and 94% of forecasted EBITDA [7][12] Research and Development (R&D) - Indivior is committed to advancing its R&D programs, including Indivior 6001 and Indivior 2000, with data readouts expected in early Q2 2026 [9] - The company will focus on commercial stage acquisitions to diversify and enhance growth [10] Product Focus: Sublocade Market Position and Access - Sublocade has achieved approximately 88% payer access in both Medicaid and commercial sectors, with a significant opportunity for growth in commercially covered patients [18] - Currently, Medicaid accounts for 30% of covered lives but over 65% of Sublocade prescriptions, while commercial accounts for 60% of covered lives but only 25% of prescriptions [19] Growth Opportunities - There are 9 million people misusing opioids in the U.S., with only 2 million receiving treatment with buprenorphine, indicating a substantial market opportunity for Sublocade [23] - The criminal justice system is identified as a potential growth area, with efforts to re-establish presence in federal prisons [24] Competitive Landscape - Sublocade maintains a market share stabilizing in the mid-70% range, with new patient share recently surpassing total patient share, indicating strong brand health [26] - The company plans to invest significantly in consumer education and marketing to drive long-acting injectable penetration [27][30] Financial Outlook Operating Margins - Significant margin improvement is anticipated as the company focuses on essential investments and streamlining operations [16] - Specific margin targets were not disclosed, but guidance will be provided before the J.P. Morgan conference [16] Suboxone Dynamics - Suboxone's performance is influenced by generic pricing, with expectations of stable pricing through 2025 and potential share erosion in 2026 due to generic competition [34][35] Business Development and M&A Strategy - Indivior is open to pursuing commercial stage assets that align with its existing infrastructure, focusing on those with peak sales potential of $200 million or more [37][38] - The company aims to ensure that any new acquisitions do not create an overhang from loss of exclusivity (LOE) [38] Conclusion - Indivior is actively working to simplify its operations, enhance its product offerings, particularly Sublocade, and strategically position itself for future growth in the opioid treatment market while maintaining a focus on cost efficiency and profitability [5][6][10][12]

Core Insights - Indivior PLC has resolved its legacy U.S. Department of Justice matter by paying a total of $295 million, which eliminates a significant liability and simplifies its capital structure [1][2]. Group 1: Financial Resolution - The payment of $295 million was made using Indivior's cash on hand, leading to the termination of the resolution agreement with the DOJ [1]. - The CEO of Indivior expressed satisfaction with reaching this milestone, emphasizing the company's commitment to integrity and compliance [2]. Group 2: Company Mission and Vision - Indivior focuses on developing medicines for opioid use disorder (OUD) and aims to transform OUD into a recognized chronic disease with evidence-based treatment accessible to all patients [2]. - The company has a pipeline of product candidates designed to expand its offerings in the OUD treatment category [2].

Group 1 - Indivior PLC will participate in the Piper Sandler 37th Annual Healthcare Conference on December 2, 2025, with CEO Joe Ciaffoni and CFO Ryan Preblick hosting meetings and a fireside discussion [1] - The fireside discussion will be publicly available via a live webcast [1] - Indivior focuses on developing medicines for opioid use disorder (OUD) and aims to transform OUD into a recognized chronic disease [1] Group 2 - Indivior presented new real-world evidence at the AMCP Nexus 2025 conference, highlighting the clinical and economic benefits of adherence to monthly injectable buprenorphine [2] - The company reported its third-quarter financial results for 2025 and raised its full-year financial guidance [3]

Summary of Indivior Conference Call Company Overview - **Company**: Indivior - **Market Cap**: $4 billion - **Annual Turnover**: Approximately $1.2 billion - **Industry**: Opioid Use Disorder Treatment Key Points Q3 Results and Financial Performance - Indivior reported a strong Q3 performance, marking the second consecutive quarterly beat since the new CEO's appointment, with stock reaching a seven-year high [1][2] - The company raised its four-year guidance, attributing this to better-than-expected performance in Sublocade and modest erosion of Suboxone [2][3] - A significant cost-saving initiative is expected to yield $150 million in savings next year, exceeding most expectations [2][3] Product Performance: Sublocade - Sublocade, a first-in-class long-acting injectable for opioid use disorder, has seen a 10% growth this year, up from flat growth at the beginning of the year [3][4] - The product has been used in over 350,000 patients, indicating a strong market presence [4] - Indivior's action agenda focuses on improving commercial execution and enhancing product awareness, contributing to Sublocade's momentum [4][5] Market Opportunity - There are approximately 9 million individuals misusing opioids, with only 2 million receiving treatment with buprenorphine, highlighting a significant growth opportunity for long-acting injectables [3][4] - Current unprompted patient awareness of Sublocade is only 4%, indicating substantial room for growth through consumer education campaigns [9][10] Market Share and Competitive Landscape - Indivior holds a 75% market share for Sublocade, with competitors holding around 30% [20][21] - The company emphasizes the importance of increasing long-acting injectable penetration rather than merely focusing on market share percentages [22][23] Suboxone Performance - Suboxone continues to generate approximately $200 million in revenue, maintaining a 25% share of the film market despite the presence of four generics [24][25] - The stability of generic pricing has contributed positively to Suboxone's revenue profile [25][26] Cost Management and Operational Efficiency - Indivior plans to reduce operational expenses to approximately $450 million next year, with a focus on essential investments for Sublocade [28][29] - The company has reduced headcount by over 30% and discontinued non-essential sales and marketing efforts [29][30] Future Growth and Pipeline - Indivior is preparing to enter a phase of accelerated growth starting January 1, 2026, with expectations of increased revenue from Sublocade [15][17] - The company is exploring new growth drivers and remains open to acquiring commercial-stage assets with potential revenue of at least $200 million [36][37] - Upcoming phase two trials for new products, including a three-monthly formulation and an orexin-1 antagonist, are fully funded and will be evaluated based on data outcomes [45][46] Capital Allocation and Shareholder Returns - Indivior has a history of share buybacks, having repurchased $400 million worth of shares at an average price of $14.60 [42][41] - The company is currently focused on operational stability and growth before considering further capital returns to shareholders [41][42] Conclusion Indivior is positioned for growth in the opioid use disorder market, with a strong focus on its flagship product Sublocade. The company is implementing strategic cost-saving measures while preparing for future growth opportunities through product development and market expansion.

Core Insights - The article emphasizes the importance of efficiency ratios as indicators of a company's financial health and operational efficiency [1] Efficiency Ratios - **Receivables Turnover**: This ratio measures a company's ability to extend credit and collect debts, with a higher ratio indicating better performance [2] - **Asset Utilization**: This ratio assesses how effectively a company converts its assets into sales, with higher values suggesting greater efficiency [3] - **Inventory Turnover**: This ratio indicates a company's ability to manage inventory relative to its cost of goods sold, with higher values reflecting better inventory management [4] - **Operating Margin**: This ratio measures the efficiency of a company in controlling operating expenses relative to sales, with higher values indicating better expense management [5] Screening Criteria - The screening process identified stocks with efficiency ratios above industry averages, narrowing down from over 7,906 stocks to 11 [7] - Stocks that met Zacks' criteria for superior efficiency ratios and a Strong Buy rank include Indivior, Proto Labs, Las Vegas Sands, and Oceaneering International, all of which posted double-digit average earnings surprises [8] Company Profiles - **Indivior (INDV)**: A specialty pharmaceutical company focused on treatments for addiction and related conditions, with a four-quarter average positive earnings surprise of 68% [9] - **Proto Labs (PRLB)**: An online manufacturer of custom parts for prototyping, with an average four-quarter positive earnings surprise of 18.6% [10] - **Las Vegas Sands (LVS)**: A leading developer of integrated resorts, primarily in the U.S. and Asia, with a four-quarter average positive earnings surprise of 14.5% [11] - **Oceaneering International (OII)**: A supplier of offshore equipment and technology solutions to the energy sector, with a four-quarter average positive earnings surprise of 12.3% [12]

Core Insights - The podcast discusses stocks with the highest Zacks Rank (1 Strong Buy) and the best VGM (Value, Growth, Momentum) scores, indicating strong earnings estimates and attractive fundamentals [1][2]. Group 1: Stock Highlights - Indivior PLC (INDV) is a small-cap stock with a market cap of $3.94 billion, focusing on medicines for opioid use disorder. It has raised its 2025 revenue guidance for Sublocade, expecting earnings to rise by 30.1% in 2025 and 20.1% in 2026. Shares are up 157% year-to-date [3][4]. - The Travelers Companies, Inc. (TRV) is a large-cap property and casualty insurer with a market cap of $61.9 billion. It reported strong underwriting results in Q3 2025, with earnings expected to rise by 14.6% in 2025 and 6% in 2026. Shares are up 14% year-to-date, with a forward P/E of 11.2, indicating value [4][5]. - OppFi Inc. (OPFI) is a digital finance platform with a market cap of $877 million, providing affordable credit to 48 million Americans lacking traditional options [7].

Group 1 - The article does not provide any specific content related to a company or industry [1]

Core Insights - Indivior PLC (NASDAQ:INDV) has achieved significant stock performance, reaching an all-time high following strong earnings and a positive business outlook [1][4] Financial Performance - The company reported a 91% increase in net income, rising to $42 million from $20 million year-on-year, while net revenues grew by 2.3% to $314 million from $307 million [2] - For the first nine months of the year, net income totaled $108 million, a turnaround from a $14 million net loss in the same period last year, although total revenues decreased by nearly 1% to $881 million from $889 million [2] Revenue Guidance - Indivior has raised its full-year revenue growth guidance to between $1.18 billion and $1.22 billion, up from the previous range of $1.03 billion to $1.08 billion [3] - Projected revenues from the Sublocade treatment are now expected to be between $825 million and $845 million, an increase from the earlier target of $765 million to $785 million [4] - The adjusted EBITDA outlook has also been upgraded to a range of $400 million to $420 million, compared to the prior estimate of $275 million to $300 million [4]