Indivior PLC Q3 2022 Results October 27, 2022 Mark Crossley Chief Executive Officer Forward-looking statements This presentation contains certain statements that are forward-looking. Forward-looking statements include, among other things, statements regarding the Indivior Group's financial guidance for 2022 and its medium- and long-term growth outlook; expectations for profitable growth and for particular products; the planned additional US stock exchange listing; potential inorganic growth opportunities; e ...

Indivior PLC (INVVY) Q2 2022 Earnings Conference Call July 28, 2022 8:00 AM ET Company Participants Mark Crossley - Chief Executive Officer Ryan Preblick - Chief Financial Officer Christian Heidbreder - Chief Scientific Officer Conference Call Participants Max Herrmann - Stifel Peter Testa - One Investments Mark Crossley Good morning, good afternoon and thanks for joining us. With me today to discuss our Second Quarter and Half Year Results are Ryan Preblick, our Chief Financial Officer; and Dr. Christian H ...

Indivior PLC Q2 2022 Results July 28, 2022 AGENDA Overview & Strategic Priorities Update Mark Crossley Q2 / H1 Performance & FY 2022 Guidance Ryan Preblick R&D Update Christian Heidbreder Conclusion Mark Crossley Q&A All Mark Crossley Chief Executive Officer Forward-looking statements This presentation contains certain statements that are forward-looking. Forward-looking statements include, among other things, statements regarding the Indivior Group's financial guidance for 2022 and its medium- and long-ter ...

Indivior PLC Jefferies Healthcare Conference June 8, 2022 Forward-looking statements This presentation contains certain statements that are forward-looking. We cannot guarantee future results, events, levels of activity, performance or achievements. Actual results may differ materially from those expressed or implied in such statements because they relate to future events. You should not place undue reliance on forward-looking statements. Forward-looking statements speak only as of the date that they are ma ...

Indivior PLC (INVVY) Q1 2022 Results Earnings Conference Call April 28, 2022 8:00 AM ET Company Participants Mark Crossley - Chief Executive Officer Ryan Preblick - Chief Financial Officer Christian Heidbreder - Chief Scientific Officer Conference Call Participants Paul Cuddon - Numis Securities Thibault Boutherin - Morgan Stanley Max Herrmann - Stifel Institutional James Vane-Tempest - Jefferies Peter Testa - One Investments Operator Good day. And thank you for standing by. Welcome to the Indivior PLC Q1 2 ...

Indivior PLC Q1 2022 Results April 28, 2022 Mark Crossley Chief Executive Officer Forward-looking statements This announcement contains certain statements that are forward-looking. By their nature, forward-looking statements involve risks and uncertainties as they relate to events or circumstances that may or may not occur in the future. Actual results may differ materially from those expressed or implied in such statements because they relate to future events. Forward-looking statements include, among othe ...

Financial Data and Key Metrics Changes - Indivior reported total net revenue growth of 22% for 2021, driven by an 88% increase in SUBLOCADE net revenue to $244 million [51][52] - Adjusted operating income more than doubled to $187 million, resulting in an adjusted operating margin of 24% [55] - Year-end gross cash balance was over $1 billion, with a net cash position of $853 million after a $100 million share repurchase [57] Business Line Data and Key Metrics Changes - SUBLOCADE achieved net revenue of $75 million in Q4 2021, a 92% increase year-over-year [52] - SUBOXONE Film grew 10% for the full year, with a market share increase to 22% in Q4 due to being reinstated on the New York State formulary [53] - PERSERIS showed steady progression, although growth was hampered by the pandemic [51][21] Market Data and Key Metrics Changes - The majority of SUBLOCADE's net revenue growth is now generated in the Organized Health System channel, with access opened to over 400 of the 500 priority targets [15][110] - The opioid epidemic continues to worsen, with over 100,000 drug overdose deaths in the U.S. in the past year, primarily due to synthetic opioids [5][6] Company Strategy and Development Direction - The company aims to build SUBLOCADE towards a $1 billion-plus net revenue goal and diversify revenue streams [9][13] - Indivior is exploring a potential U.S. listing to enhance visibility and align with its strategy, as the U.S. market represents 80% of current revenue [12][25] - Investments are being made in R&D to support SUBLOCADE and PERSERIS, as well as to explore new product launches outside the U.S. [11][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in closing the treatment gap for opioid use disorder, with expectations for market expansion at mid to high single-digit rates [27][28] - The company is optimistic about the future, citing the under-treatment of opioid use disorder and the potential for SUBLOCADE to become a leading treatment option [29][30] Other Important Information - Indivior is investing in expanding its sales force, particularly for PERSERIS, to enhance market penetration [21][31] - The company is also focused on generating real-world evidence to support the use of SUBLOCADE in various settings, including the criminal justice system [38][41] Q&A Session Summary Question: On SUBLOCADE's growth and stocking contribution - Management noted about $4 million to $5 million of stocking in Q4, primarily due to year-end wholesale decisions and price increase speculation [79] Question: Breakdown of growth drivers for SUBLOCADE - Growth is attributed to new patient starts, longer treatment durations, and a recent price increase of approximately 5% [83] Question: Capital allocation and potential M&A targets - The company prioritizes investments in SUBLOCADE and diversification efforts, while also considering inorganic growth opportunities in addiction and behavioral health [90] Question: U.S. listing plans and potential capital raise - Management emphasized the importance of consulting with shareholders before making decisions regarding a U.S. listing [92] Question: Regional progress for SUBLOCADE patients - Growth is concentrated in coastal regions of the U.S., with a focus on Organized Health Systems and the criminal justice system [99] Question: Stability of SUBOXONE market share - Management indicated that the market dynamics for SUBOXONE have stabilized, with an expected share erosion of about 1.5 points [102] Question: Impact of Brixadi on peak sales outlook - Management remains confident in SUBLOCADE's potential to exceed $1 billion in sales, despite competition from Brixadi [104] Question: Criminal justice system traction for SUBLOCADE - Significant progress has been made in accessing Organized Health Systems and criminal justice systems, with ongoing legislative support for treatment [112]

Indivior PLC Q4 / FY 2021 Results February 16, 2022 Mark Crossley Chief Executive Officer Forward-looking statements This announcement contains certain statements that are forward-looking. By their nature, forward-looking statements involve risks and uncertainties as they relate to events or circumstances that may or may not occur in the future. Actual results may differ materially from those expressed or implied in such statements because they relate to future events. Forward-looking statements include, am ...

Indivior PLC Q3 / YTD 2021 Results October 28, 2021 Mark Crossley Chief Executive Officer Forward-looking statements This announcement contains certain statements that are forward-looking. By their nature, forward-looking statements involve risks and uncertainties as they relate to events or circumstances that may or may not occur in the future. Actual results may differ materially from those expressed or implied in such statements because they relate to future events. Forward-looking statements include, am ...

Indivior PLC (INVVY) Q3 2021 Earnings Conference Call October 28, 2021 8:00 AM ET Company Participants Mark Crossley - Chief Executive Officer Ryan Preblick - Chief Financial Officer Christian Heidbreder - Chief Scientific Officer Conference Call Participants Max Herrmann - Stifel Paul Cuddon - Numis Securities Disclaimer*: This transcript is designed to be used alongside the freely available audio recording on this page. Timestamps within the transcript are designed to help you navigate the audio should th ...