Indivior Share Discussion Threads

[davr0s] 09/11/2021 18:10

The markets closed and they announced after 430 so you wouldn't expect a reaction... yet! Hopefully not too much but assess after 9am tomorrow

[ali47fish] 09/11/2021 17:16

rns placing involving scopia- not sure about significance or impact!

[gregmorg] 04/11/2021 13:38

Well yes although I rather more liked the FT Article of 30 June 2021 comparing the then very low Indivior valuation as a two times multiple of its revenues with that of a Swedish rival drugs company. Quite addictive in its own way!

[youngers] 03/11/2021 16:00

Great momentum behind this now. I think we can stop describing the Numis broker target of £3.20 as extreme now!

[ariane] 30/10/2021 17:08

thanks waldron et al

posts much appreciated

[grupo guitarlumber] 30/10/2021 15:02

Price (GBX)
243.20 -1.14% (-2.80)

Open / Last close
244.80 / 243.20

High / Low
246.60 / 236.40

Bid / Offer
243.20 / 244.00

[thorpematt] 28/10/2021 19:47

Very positive indeed. fPER looks really cheap if you consider the net cash.
Peg ratio remarkably low.

[waldron] 28/10/2021 19:34

[United Kingdom] INDIVIOR PLC (INDV)

Delayed Quote. Delayed London Stock Exchange - 10/28 04:35:12 pm

246 GBX +4.68%

[davr0s] 28/10/2021 19:29

It's up 500% from the lows, and at a multi year high. Think the directors will be sleeping sound tonight

[waldron] 28/10/2021 14:40

Indivior's Lifts FY21 Net Revenue Guidance As Q3 Earnings Rise
10/28/2021 | 02:35pm BST

(MT Newswires) -- Indivior (INDV.L) on Thursday reported higher earnings in the third quarter and raised its 2021 net revenue outlook.

Third-quarter net income of the pharmaceutical company rose to $27 million or $0.04 per share, compared with $10 million, or $0.01 per share, a year ago.

Meanwhile, net revenue for the three months ended Sept. 30 rose to $187 million from $159 million, mainly due to higher net revenue from its sublocade opioid injection, as well growth in the buprenorphine medication-assisted treatment market.

Analysts polled by Visible Alpha were expecting net income of $17.4 million, or $0.02 per share.

The company said it now expects 2021 net revenue in the range of $750 million to $770 million.

Shares of the company were up over 2% in recent trading.

Price (GBP): £239.00, Change: £4.00, Percent Change: +1.70%

[waldron] 28/10/2021 14:36

must admit the near 2 years has not been typical for any portfolio

indivior has improved substantially,so a buyback might well reward directors efforts
but whether the share price will continue to advance only time will tell


Must prove now it has convincingly broken thru the 238p resistence

[gregmorg] 28/10/2021 14:29

Actually I don't want this one to pay a dividend. It did, of course, do that at the beginning of its listing before the management fell over their boot laces! Now it's too early for their current corporate strategy which I suspect will continue to excite.

And anyway, with my few dividend stocks, in terms of capital growth, a fat lot of good they have done me! Generally, with dividend stocks the last two years have been a case of watching the paint deteriorate on the structure. So here the Indivior buy back program I see as rather helpful-- that is so far!

[waldron] 28/10/2021 14:02

rather see a dividend payment if nothing better to do with cash

[youngers] 28/10/2021 13:59

I agree Greg. I think the $100m will keep them going at the current rate into early 2022 and hopefully they announce another $100m+ when they announce the full year results. They definitely have the cash flows to fund this.

[gregmorg] 28/10/2021 13:38

webcast finished and yes it was upbeat as you would expect from the actual results statement. Nice to see the upgraded guidance for the full year. still got a $ 1billion cash. Used $31m out of the $100m allocated for the share buy back program. So medium term this share looks as if it will keep rolling along!

[youngers] 28/10/2021 13:33

Mgmt team sounded very upbeat on the call. Great progress against all their strategic initiatives

[waldron] 28/10/2021 13:27

Michele Maatouk

Sharecast News

28 Oct, 2021 12:41

Indivior lifts FY guidance as Q3 profits, revenue jump



Indivior lifted its full-year guidance on Thursday as it reported a rise in third-quarter revenue and profit.




In the nine months to 30 September, net revenue rose 23% to $568m, while third-quarter revenues were up 18% to $187m. Indivior said this was driven mainly by its opioid addiction treatment Sublocade, continued growth in the buprenorphine medication-assisted treatment (BMAT) market, and by market share stability for Suboxone film in the US.

Sublocade net revenues grew 86% year-to-date versus 2020 and 97% versus the third quarter of last year.

Reported operating profit for the nine-month period was $168m, versus a loss of $147m the year before, while Q3 operating profit came in at $38m compared to $18m in the same period a year ago.

Indivior upgraded its full-year net revenue range to between $750m and $770m from previous guidance of $705m to $740m. It also increased its FY net revenue range for Sublocade to between $235m and $245m from $210m to $230m, based on stronger demand and progress in the US criminal justice system.

The group also said adjusted pre-tax income was set to be at a higher level than previous management expectations.

Chief executive officer Mark Crossley said: "We are pleased to report another quarter of good growth and further strengthening of our leadership in addiction treatment. Based on the strong commercial execution behind Sublocade (buprenorphine extended-release) injection and the resilience of our legacy US film business, we have again raised our 2021 net revenue expectations for the overall group and for Sublocade.

"Our strategy to focus on the large and growing opportunity in organized health systems (OHS) has seen us deliver five consecutive quarters of double-digit underlying net revenue growth for Sublocade, providing us strong momentum as we look forward to 2022."

[youngers] 28/10/2021 12:35

Looks good to me. Another strong quarter of growth. Full year guidance revised up again. Lower net profit in q3 but looks mostly due to higher investment into sales and marketing costs

[irnbru4] 28/10/2021 12:14

Time on webcast page says 28/10 1300.

[youngers] 28/10/2021 12:10

Where are the q3 results then. Due at 12

[gregmorg] 25/10/2021 13:28

Quite simply follow that link, or sign in direct via the indivior investors webpages. and pre register. Its easy and can be informative.

However, my experience is these things also can be quite tedious(especially the scientific bits) with the majority of participating analysts at the end , being the Q and A period, really testing ones propensity to remain awake! Doesn't stop me from registering for quite a number of these things though-- a real glutton for punishment!
Yet so far so good.

[waldron] 25/10/2021 13:16

ali click on this link

[ali47fish] 25/10/2021 13:07

does anyone has a link to the webcast - know how to access it please!

[ariane] 25/10/2021 11:55

October 28, 2021

Q3 2021 Results Webcast

Time: 1 pm BST (8 am EST)