Indivior Share Discussion Threads

[maywillow] 22/6/2020 08:30

Price (GBX)
78.40 -2.31%
INDVORD USD0.10

[waldron] 20/6/2020 07:04

INDIVIOR (INDV)

Delayed Quote. Delayed London Stock Exchange - 06/19 11:35:29 am

80.25 GBX -8.81%

[waldron] 20/6/2020 07:02

INDIVIOR PLC (INVVY)

Delayed Quote. Delayed OTC Bulletin Board - Other OTC - 06/19 03:59:56 pm

13.91 USD -3.47%

[waldron] 19/6/2020 19:54

INDIVIOR PLC (INVVY)

Delayed Quote. Delayed OTC Bulletin Board - Other OTC - 06/19 02:36:46 pm

14.175 USD -1.63%

[la forge] 19/6/2020 08:31

Price (GBX)
85.95 -2.33%
INDVORD USD0.10

Open / Last close
88.20 / 88.00

High / Low
88.20 / 85.80

Bid / Offer
85.60 / 86.40

Special Condition: -
Trading Status: Regular Trading
FTSE All-Share

[la forge] 19/6/2020 08:29

wow someones decided the next strong resistence might well be 99.50p

[waldron] 18/6/2020 21:34

[United States] INDIVIOR PLC (INVVY)

Delayed Quote. Delayed OTC Bulletin Board - Other OTC - 06/18 03:59:39 pm

14.41 USD -10.77%

[waldron] 18/6/2020 17:41

[United Kingdom] INDIVIOR (INDV)

Delayed Quote. Delayed London Stock Exchange - 06/18 04:35:16 pm

88 GBX +11.32%



[United States] INDIVIOR PLC (INVVY)
Report
Delayed Quote. Delayed OTC Bulletin Board - Other OTC - 06/18 05:26:26 pm

14.4 USD -10.84%

[waldron] 18/6/2020 16:48

aye you be right Thaiger

[thaiger] 18/6/2020 16:40

Norges Bank still hold the same 3.18%

[waldron] 18/6/2020 16:23

Norges Bank
City and country of registered office Oslo, Norway

Sold a few today

perhaps a client taking profits

[waldron] 18/6/2020 16:06

Thaiger
18 Jun '20 - 15:42 - 2773 of 2773

chuckle believe what you wish

i still believe this will be pumped and dumped big time

The usd adr is substantially overvalued and worth 5 INDV Shares only

if we say INDV IS WORTH 88p then invvy is worth 440p and in USD 5.50 approx

nothing like the present INVVY share price 16

[waldron] 18/6/2020 16:05

Thaiger
18 Jun '20 - 15:42 - 2773 of 2773

chuckle believe what you wish

i still believe this will be pumped and dumped big time

The usd adr is substantially overvalued and worth 5 INDV Shares only

if we say INDV IS WORTH 85p then invvy is worth 425p and in USD 5.36 approx

nothing like the present INVVY SP

[thaiger] 18/6/2020 15:42

Weldon, agreed there's no new news but investors have to listen to share price....there must be someone who knows....or lots of gambling American! ADR at 5 =278p, ADR at 10 = 139p....if $17.26 held!!

[waldron] 18/6/2020 11:49

seems very wise option at this stage Youngers

[youngers] 18/6/2020 11:46

I agree Waldron. Have taken the exit at this point. Might jump back if it corrects. Still hope this gets the right legal outcome and flies longer term

[waldron] 18/6/2020 11:43

Price (GBX)
85.00 7.53%
INDVORD USD0.10

Open / Last close
79.00 / 79.05

High / Low
85.95 / 78.95

Bid / Offer
84.75 / 85.35

[florenceorbis] 18/6/2020 09:28

waldron
17 Jun '20 - 16:00 - 2755 of 2767
0 2 0
Indivior PLC
Jefferies on the fence over Indivior ahead of September court date

The market is pricing only a 20% chance that the best case, a settlement before the court date, according to Jefferies.
Indivior PLC - Jefferies on the fence over Indivior ahead of September court date

Investment bank Jefferies lifted its price target for Indivior Plc (LON:INDV), but kept its ‘hold’ rating for the specialist drug firm.

In a note, Jefferies set out the investment case for Indivior which is described as binary, on the outcome of the Department of Justice indictment – the court case for which is due on 28th of September.

Jefferies analyst Harry Sephton highlighted that the best case would be a settlement ahead of the court date. It estimates a remaining fundamental value of 212p per share, if it settles for the current US$621mln provision.
READ: Indivior mulls appeal over Suboxone copycat patent decision

“In our view, the shares are pricing in close to a US$1.4bn cash discount, which we would view as the absolute highest settlement amount, given it is the amount Reckitts settled for,” the analyst said in a note.

Meanwhile, Jefferies downside case is based on the company going to trial and ultimately be excluded from the US government programs and pursue asset divestments.

“We note that although this assumes the penalty for INDV is the full US$621mln it has provisioned for, we cannot rule out further penalties for other litigation matters.

“If we were to assume that the outcome for INDV is binary between our upside and downside cases, then we believe the market is currently pricing in a c.20% chance of settlement.”

Looking at the prospects for Indivior’s products, amidst the pandemic, Sephton noted that Sublocade will see limited growth while Suboxone film market retention supports the company in the near term.

“COVID lockdowns combined with the availability of take home medication options for opioid use disorder in the US has seen the number of new patients moving onto Sublocade decrease c.40%, he added.

“While some states are coming out of lockdown, we do not expect a return to material growth until 4Q in the absence of a second wave.”


Proactive Investors Limited





steeplejack
18 Jun '20 - 09:26 - 2767 of 2768
0 0 0
[...]

[steeplejack] 18/6/2020 09:26

https://www.proactiveinvestors.co.uk/companies/news/922144/jefferies-on-the-fence-over-indivior-ahead-of-september-court-date-922144.html

[florenceorbis] 18/6/2020 09:14

[United Kingdom] INDIVIOR (INDV)

Real-time Estimate Quote. Real-time Estimate CHI-X - 06/18 09:11:26 am

83.95 GBX +6.20%

[florenceorbis] 18/6/2020 09:12

Grupo GuitarLumber
17 Jun '20 - 20:26 - 2760 of 2764
0 1 0
Sphere in my view the bump and dump brigade have got going here on INVVY

as you can see the court case is due on 28th of September.

Results due end of july

INDV is much more realistically valued but looking toppy then its US ADR counterpart


This share will no doubt not breach 80p until the courtcase is put to bed and we have a decent outlook following july results

Having said that some expect it to try and break thru the strong resistence of 83.45p




LOL, BUT CAN IT,WILL IT BREAK THRU CONVINCING THE 83.45p RESISTENCE BY END OF DAY FRIDAY

[davidlloyd] 18/6/2020 09:02

Beginning to seem as though there may be something more to this......
DL

[sphere25] 18/6/2020 08:33

Thanks Grupo.

It must be the Robin Hood brigade. There must be a few in there making an absolute killing buying into these monumental spikes and selling smart. Clearly there is an offset ugly side, but to pay that kind of premium (in light of how the market is moving here) for this stock is...well...what do you even say??!!?? Ha

When you see these kinds of excesses though it does make you wonder about where the wider markets are in the US in the near term and how the FEDS no holds barred approach might be interpreted over the longer term.