We recently compiled a list of the 12 Best Performing Healthcare Stocks to Buy Right Now. Indivior PLC is one of them. Indivior PLC (NASDAQ:INDV) is a pharmaceutical company specializing in treatments for opioid use disorder (OUD), with its core products SUBLOCADE, a once-monthly buprenorphine injection, and SUBOXONE film forming the backbone of its revenue. In September 2025, the corporation reported strong Q2 results, with total net revenue of $302 million. SUBLOCADE sales rose 9% year-over-year to $20 ...

In this article, we will be taking a look at the 12 Best Performing Healthcare Stocks to Buy Right Now.Spending on healthcare in the US is predicted to hit $5.3 trillion this year, making it one of the largest in the world. Although it is frequently thought of as a defensive industry that fared better in unpredictable times, that has not been the case. Despite the general equities market’s 12% gain so far this year and its rise to record highs, the sector is down roughly 1% for the year.Over the last three ...

I focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets. Analyst's Disclosure:I/we have a beneficial long position in the shares of INDV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (ot ...

Financial Data and Key Metrics Changes - Total net revenue for Q2 2025 was $300 million, an increase of 1% year-over-year, driven by record SUBLOCADE net revenue which offset pricing pressure on SUBOXONE Film [28][29] - Total SUBLOCADE net revenue reached $209 million, a 9% increase compared to Q2 2024 and a 19% increase sequentially [29] - Adjusted EBITDA for Q2 was $88 million, slightly down from the previous year due to increased marketing expenses [31] - The company raised its full-year 2025 net revenue guidance to a range of $1.03 billion to $1.08 billion, reflecting solid performance [33][34] Business Line Data and Key Metrics Changes - SUBLOCADE's dispense growth was 6% year-over-year and 9% sequentially, with market share in the U.S. remaining stable at approximately 75% [21] - The number of active SUBLOCADE prescribers increased by 14% year-over-year, indicating a solid base for future growth [22] - SUBOXONE Film outperformed expectations with a market share of 14% and benefited from stable pricing [29][30] Market Data and Key Metrics Changes - The company noted that the commercial channel represents a significant opportunity, with only 25% of SUBLOCADE volume coming from commercial patients despite 60% of covered lives being commercial [44][81] - Payer response to new dosing approaches for SUBLOCADE has been positive, with coverage reaching approximately 80% of covered lives [24] Company Strategy and Development Direction - The Indivior Action Agenda is a three-phased operational roadmap aimed at maximizing business potential and creating shareholder value, with Phase One focused on generating momentum for SUBLOCADE [10][12] - The company plans to simplify operations by eliminating non-essential activities and restructuring its R&D and medical affairs organizations [12][17] - Future phases aim to accelerate growth and profitability, with a focus on commercial stage acquisitions starting in 2026 [15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed encouragement about the performance in the first half of 2025 but acknowledged the need for improvement in U.S. commercial execution [8][16] - The opioid crisis remains a significant focus, with management advocating for broader access to treatments for opioid use disorder [76][78] - The company is optimistic about the potential for SUBLOCADE, citing low long-acting injectable penetration rates as an opportunity for growth [42][78] Other Important Information - Indivior canceled its secondary listing on the London Stock Exchange to reduce costs and complexity [35] - The company was added to the U.S. Russell Indexes, enhancing its visibility among U.S. investors [35] Q&A Session Summary Question: Opportunity in commercially covered patients vs. Medicaid - Management emphasized the importance of both channels, noting that while Medicaid is crucial, there is significant potential in the commercial space where only 25% of SUBLOCADE volume currently comes from [39][44] Question: Criminal justice system channel strategy - Management acknowledged the criminal justice system as an opportunity and noted stability after previous challenges, indicating a focus on growth in this area [42] Question: Future R&D spending priorities - Management plans to reorganize R&D to maintain capabilities while focusing on essential programs, with a goal to transition successful programs into Phase 3 [41] Question: Price compression on Suboxone and SUBLOCADE growth expectations - Management has not seen signs of additional price erosion for Suboxone and expects demand-driven growth for SUBLOCADE in the second half of the year [50][52] Question: Cost savings from streamlining the business - Management indicated that significant reductions in the overall cost structure are expected, with a full-year effect anticipated in 2026 [56][57] Question: Long-term market share expectations for SUBLOCADE - Management expressed confidence in SUBLOCADE's market position and noted stabilization in market share, with a focus on increasing long-acting injectable penetration [58][59] Question: Aligning SG&A spend with industry peers - Management is assessing the organization to reduce complexity and high costs, with a focus on essential spending [66][67]

Financial Data and Key Metrics Changes - Total net revenue for the second quarter was $300 million, an increase of 1% year-over-year, driven by record SUBLOCADE net revenue which offset pricing pressure on SUBOXONE Film [29][30] - Total SUBLOCADE net revenue reached $209 million, a 9% increase compared to Q2 2024, and a 19% increase sequentially, reflecting a 9% increase in dispense volume [30] - Adjusted EBITDA for the quarter was $88 million, slightly down from the previous year due to increased marketing expenses [32] Business Line Data and Key Metrics Changes - SUBLOCADE's dispense growth was 6% year-over-year and 9% sequentially, with market share in the U.S. remaining stable at approximately 75% [21] - The number of active SUBLOCADE prescribers increased by 14% year-over-year, indicating a solid base for future growth [22] - SUBOXONE Film net revenue benefited from price stability and a modestly higher market share of 14% [30] Market Data and Key Metrics Changes - The commercial channel represents a significant opportunity, with 60% of covered lives being commercial patients, yet only 25% of SUBLOCADE volume coming from this segment [47][80] - The opioid crisis continues to drive demand, with LAI penetration currently at just under 8%, indicating substantial growth potential [44][76] Company Strategy and Development Direction - The Indivior Action Agenda is a three-phased operational roadmap aimed at maximizing business potential and improving execution, with Phase One focused on generating momentum for SUBLOCADE [10][11] - The company plans to simplify operations by eliminating non-essential activities and restructuring its R&D and medical affairs organizations [12][66] - Future phases aim to accelerate profitability and cash flow generation, with a focus on commercial stage acquisitions [15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed encouragement about the performance in the first half of 2025 but acknowledged the need for improvement in U.S. commercial execution [8][39] - The company raised its full-year 2025 net revenue guidance to a range of $1.03 billion to $1.08 billion, reflecting solid year-to-date performance [35] - Management emphasized the importance of operational execution to generate momentum and achieve growth targets in 2026 [17][76] Other Important Information - Indivior canceled its secondary listing on the London Stock Exchange to reduce costs and complexity [36] - The company was added to the U.S. Russell Indexes, enhancing its visibility among U.S. investors [36] Q&A Session Summary Question: Opportunity in commercially covered patients vs. Medicaid - Management acknowledged the importance of both channels, emphasizing the need to capitalize on the commercial opportunity while maintaining focus on Medicaid [40][47] Question: Criminal justice system channel strategy - Management views the criminal justice system as a growth opportunity and plans to focus on it moving forward [44] Question: R&D spending priorities - Management indicated a significant reorganization of R&D is underway, focusing on maintaining capabilities for future programs while prioritizing essential activities [43] Question: Price compression on Suboxone - Management has not seen signs of additional price erosion for Suboxone but is factoring it into guidance [50][52] Question: Cost savings from streamlining the business - Management is focused on significant reductions in the overall cost structure, with expectations for benefits to be realized in 2026 [54][56] Question: Long-term market share expectations for SUBLOCADE - Management is optimistic about SUBLOCADE's market position and believes it will stabilize in the mid-70s percentage range [58]

Q2 2025 Performance - Total net revenue increased by 1% to $302 million compared to $299 million in Q2 2024[13, 33] - SUBLOCADE net revenue grew by 9% to $209 million compared to $192 million in Q2 2024[13, 33] - Adjusted EBITDA decreased by 5% to $88 million compared to $93 million in Q2 2024[13, 33] - Gross profit increased by 14% to $250 million, with a gross margin of 83%, a 900 bps increase from 74% in Q2 2024[33] SUBLOCADE Performance - SUBLOCADE dispense growth increased by 6% year-over-year and 9% quarter-over-quarter, reaching 165,700 in Q2 2025[24] - The prescriber base for SUBLOCADE grew by 14% year-over-year, reaching 8,284 prescribers in Q2 2025[24] - The number of healthcare professionals (HCPs) with 5+ SUBLOCADE patients increased by 9% year-over-year[25] - Total SUBLOCADE patients increased by 7% year-over-year, reaching 171,519 in Q2 2025[25] Financial Guidance - The company raised its full-year 2025 total net revenue guidance to $1030 million - $1080 million from the previous guidance of $955 million - $1025 million[14, 39] - The company raised its full-year 2025 Adjusted EBITDA guidance to $275 million - $300 million, a 20% increase at the mid-points, from the previous guidance of $220 million - $260 million[39]

RICHMOND, Va., July 31, 2025 /PRNewswire/ -- Indivior PLC (Nasdaq: INDV) today reported its financial results for the second quarter ended June 30, 2025, and provided a business update. "SUBLOCADE® net revenue and pricing stability in SUBOXONE® Film in the U.S. drove solid results in the second quarter, leading us to raise our 2025 financial guidance," said Joe Ciaffoni, Chief Executive Officer. "In the second half of 2025, we are focused on implementing Phase 1 of the Indivior Action Agenda, Generate Momen ...

Financial Data and Key Metrics Changes - Total net revenue in Q1 2025 declined by 6% year on year, amounting to $266 million, primarily due to intensified competition from generic film providers and the discontinuation of PERSERIS [6][16] - Non-GAAP adjusted operating profit increased by 10% compared to the previous year, reflecting lower expenses that partially offset the reduction in total net revenue [11] - Non-GAAP adjusted net income decreased by 11% year on year to $51 million, influenced by revenue dynamics and increased net finance expenses [25] Business Line Data and Key Metrics Changes - SUBLOCADE revenue declined by 2% year on year, with U.S. performance impacted by funding challenges in the justice system, although there was growth in the organized health system channel [7][18] - SUBLOCADE's net revenue outside the U.S. grew by 8% to $13 million, indicating strong performance in international markets [18] - Suboxone Film's average market share in the U.S. was approximately 15%, down by three percentage points from the previous year, reflecting ongoing pricing pressures [21] Market Data and Key Metrics Changes - U.S. net revenue declined by 8% year on year, while the rest of the world saw a 3% increase in reported revenue [16][17] - Approximately 170,700 patients were treated in the U.S. over the past twelve months, representing a 14% increase year on year [9] Company Strategy and Development Direction - The company is focused on reinvesting approximately $50 million of gross savings into SUBLOCADE and its pipeline, while maintaining financial flexibility and disciplined capital allocation [12][28] - Management anticipates that SUBLOCADE's net revenue performance will improve in the second half of the year due to commercial investments and label updates [10][19] - The company is actively monitoring the evolving funding landscape in the justice system, with expectations for growth as new systems are added and funding challenges are addressed [56][60] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering full-year 2025 guidance, despite current challenges, and noted that the opioid epidemic remains a bipartisan issue with strong governmental support [35][29] - The company expects to see stabilization in the competitive landscape for SUBLOCADE, with new patient share remaining stable at over 70% [10][45] - Management highlighted the importance of generating real-world evidence to support the use of OpV and the potential for growth in the long-acting injectable category [84][86] Other Important Information - The company ended Q1 with gross cash and investments of $400 million, higher than expected due to a decrease in net working capital [27] - The court granted the company's motion to dismiss U.S. shareholder claims, with a 30-day period for plaintiffs to amend their complaint [29] Q&A Session Summary Question: Any proposals regarding Medicaid funding that might change the outlook? - Management is closely monitoring the situation, noting that it remains a bipartisan issue with strong governmental support for opioid treatment [35] Question: When will SUBLOCADE return to growth? - Management expects growth to accelerate in the organized health system channel through marketing initiatives and label enhancements [44] Question: Expectations for CGS dynamics and funding improvements? - Management anticipates growth in criminal justice accounts through the year, with potential funding improvements from various interventions [56][60] Question: Impact of pricing and destocking for SUBLOCADE in Q1? - There was some destocking in Q1, but overall pricing remained stable [63] Question: Expectations around the marketing campaign and new label? - Management sees significant opportunity for awareness and growth in the long-acting injectable category, with early indicators showing positive impact from marketing efforts [68] Question: Further pricing pressure for Suboxone? - Management expects continued price erosion due to competitive pressures, particularly with the introduction of additional generics [76][78] Question: Progress on alternate sites of care for SUBLOCADE? - The company has made progress with eight partners and is working to expand access to alternate sites of care [105]