||EPS - Basic
||Market Cap (m)
|Pharmaceuticals & Biotechnology
Indivior Share Discussion Threads
Showing 151 to 171 of 175 messages
|Article seems to suggest the generic plaintiffs believe INDV shouldn't have tried to find alternative delivery methods, which can be patent protected and where there are no generics. Hardly the attitude of the land of the free.
However I am concerned about the effect of the suit in the medium term, considering the behaviour of Illumina against NIPT and the effect on its share price|
|Looking at the situation and without huge knowledge, the 35 States appear to be attempting to turn a corporate competive advantage into something else. Can see why the Company is vigorously defending its position.|
|From Interim statement In August 2015, the Company was informed that a contingent of additional states has initiated a coordinated investigation into the same conduct that is the subject of the FTC investigation and the Class Action litigation. The existing investigation of these same issues by the State of New York has now been incorporated within this multi-state investigation. On July 1, 2016, Indivior Inc. was notified that 22 states and the District of Columbia intend to file a complaint in the Eastern District of Pennsylvania alleging violations of state and federal antitrust and consumer protection laws relating to the same conduct. The notice indicated that additional states may decide to join in any action and more recently the Company has learned that additional states do intend to join. -- Fact discovery is underway in the Class Action litigation. -- Amneal Pharmaceuticals LLC, a manufacturer of generic buprenorphine / naloxone tablets, has joined the litigation as an additional plaintiff. Amneal's complaint contains antitrust allegations similar in nature to those set out in the class action complaints, and Amneal has also alleged violations of the Lanham Act.Department of Justice Investigation|
|we were warned of this back in JULY ,the time of the interims|
|Big rise followed by big fall?|
|A replacement non executive director as was announced on 7th April. It does again highlight the board wants to bolster its US emphasis in line with the recent ADR. Presume this lady's appointment and background is also designed to add institutional credibility in the USA.|
|does anybody know about the prospect of further litigation-
"Cantor Fitzgerald highlighted the “fast-growing unmet need” for opioid dependency treatment, and securing the longevity of Indivior’s opioid addiction franchise is a primary concern for the broker.
Analysts point out that Indivior is largely dependent on sales of its Suboxone film.
It has had to defend its intellectual property position recently in litigation with Par and Actavis. It has so far been successful. But a settlement has yet to be reached with generic protagonists.
“The recent past has borne witness to a de-risking of the Indivior investment case we believe with the company prevailing in its recent patent. We are still hopeful that a settlement with all of the generic challengers will be the ultimate outcome to remove further uncertainty,” said Cantor."|
|Yes , just finished the telephone conference call and am happy with what was said. Longer term holders will be very happy but haven't a clue re the others!. Steeplejack , Jamie popped up again at the end of the Q and A. Rather pleased and positive is all I need to say!
Indv didn't really answer the earlier cannibalization question which is barely surprising at this early stage. Potential range of envisaged revenues for this product moved up to very top end yet was put in such a way as to sound still conservative. Also, there were some interesting few comments on pre FDA progress of RB7000. Re the detailed questions on the Bup Monthly Phase 3 Trials themselves? A lot of detailed analysis yet to be gone into--all somewhat beyond my pay grade!|
|"Yes,I feel much happier having listened to Jamie conversing with the management.Looks like there's no generic film competitor immediately in the wings and a year out you'll have the once a month injectable,a potentially superior product.So,I'll stick with it."That's what I commented after the question and answer session in early May when Greg recommended listening to analyst "Jamie" from the US Investment house at the end of the meeting.She must be feeling well chuffed given her optimism on that occasion.It looks like they'll be a seamless transfer from an ageing product to this newer potential blockbuster.The management must be over the moon.This is has been a roller coaster ride for shareholders.Hey ho,no gain without pain I guess.|
|Hope people should realise, blockbuster drugs are $1bn per year revenue.|
|Took some now for a quick smash and grab.
My core will be sold till adr and yankees puffing this into orbit. They love good pharmas across the pond|
|Having a really fantastic time here.
MY iog spiked could not topsliced in the spike :(, and to settle for less|
|Need morgan stanley here. just whack a 1000p price target.|
|Agree,I don't see the company being taken over any time soon.Let the full ADR listing work its magic.|
|Good news in quite a big way. As for take out at a low level --sorry don't think so!
Quite simply this is a game changer.|
usually means takeout.
600p target and I gonna have sweet christmas till year 2018|
|My beautiful baby, that 196p average doubling would be great.
Just a winner like my other winner GWP
Be Patient your Capital will grow. Positive ROE is my real name|
It pays to be Patient
|Finally, days too late of course, I fully read the interim statement and listened to the webcast, including questions and answers. If I may say so Steeplejack, I think your investing stance remains sound!
Actually, I wouldn't mind a bit of share price weakness for purely simple/ greedy reasons. We could get that with so many big items on the horizon between now and November although there are further presentations in the Autumn which may or may not counter. From my perspective it was a good and illuminating presentation|