Indivior Share Discussion Threads

[casholaa] 24/2/2022 13:53

I bet we end up in a nuclear war. Not going to sit and watch the share price until this thing is over. GL all.

[grupo guitarlumber] 22/2/2022 08:12

BEAT ME TO IT




Entry price : 270GBX | Target : 400GBX | Stop-loss : 210GBX | Potential : 48.15%

Indivior PLC shares have recently benefited from a buyers' comeback, which was accompanied by a rise in volumes and volatility.

This situation suggests a continuation of the upward dynamic.


Investors have an opportunity to buy the stock and target the GBX 400.

[melloteam] 21/2/2022 10:15

Just to let shareholders and prospective investors know that THS and INDV will be covered by the BASH panel on tonight's Mello webinar event, Monday 21st February 2022 at 6.00pm - 9.30pm. MJ Hudson (LON:MJH), React (LON:REAT), Momentum Global Investment Management and Frenkel Topping Group (LON: FEN) will also be presenting.

Tonight's Programme:

6pm Welcome and Mello news
6.05pm Company Presentation by Frenkel Topping plc
6.35pm David Stredder interviews Judith MacKenzie
7.05pm Company Presentation by MJ Hudson
7.45pm Introduction to Momentum Global Investment Management
7.55pm Why we fall for stock market charlatans – Mark Simpson
8.10pm Company Presentation by React plc
8.40pm BASH with Kevin Taylor and Damian Cannon

There will be over 500 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions.
Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

[waldron] 19/2/2022 16:32

Following this transaction, Richard Simkin has an interest in 340,025 Shares in the Company.

[gregmorg] 19/2/2022 14:18

Richard Simkin has been with the company for a long time and was certainly there at the time of the spin off that I recall .

No idea when he acquired his shares but they appear not to be part of a current scheme.
Actually, many senior executives/directors invested heavily buying Indivior shares in the market over the first year of independence and, given the number of individual purchases at the time, appeared to have borrowed significant sums of money. They sure would have had a quite uncomfortable ride over the last three or four years. I have no idea as to this individuals circumstance's or when he acquired his shares but I see nothing wrong in a director or senior executive taking money off the table.

What would be the point in a senior executive investing in his employer but with the understanding he would never be able to realise his investment because of concerns re market sentiment?
Anyway , it strikes me the corporate news flow and potential looks extremely good

[pngasef] 18/2/2022 19:29

Maybe he needs the cash...... he'll probably get options granted soon..... that's usually what happens......

[ali47fish] 18/2/2022 17:44

why is simcin selling a good chunk of his shares as director?

[waldron] 16/2/2022 18:30

[United Kingdom] INDIVIOR PLC (INDV)


Delayed Quote. Delayed London Stock Exchange - 02/16 04:35:23 pm


260.8 GBX +14.49%

[gregmorg] 16/2/2022 18:19

Yup, in good shape Steeplejack, Thanks. Feel I have been to Blackpool and back with this one, mind you but at least I kept adding like some demented lunatic but for once it has worked! Good to hear from you and that you are still a player.

[steeplejack] 16/2/2022 16:35

Thanks for your summation Greg.Trust you're well.Even in these volatile days,there are few stocks that can entertain like Indivior.Up to over £5 in 2018,down 90% to 50p in early 2020,up fivefold since.All the fun of the fair.

[gregmorg] 16/2/2022 14:34

Well, I listened to the webcast and yes it was very upbeat over its results and its near and medium term prospects. Sounding out shareholders re an additional US listing as a first move makes sense with 40% of US shareholders and 80% of the current revenue base also USA. With $1bnin cash it is also not ruling out further share buy backs. Just a passing reference to that in the Q and A !

I suspect, indeed I fell sure, the shares will move a lot further just don't ask me when! I will sit and wait for that as predictions on that front are well above my paygrade!

[steeplejack] 16/2/2022 12:20

I agree and i’ve added a few this morning despite remaining nervous of equity markets.In a more buoyant market,i reckon we’d be speeding towards 3 quid and beyond.

Indivior should and would benefit from a Nasdaq listing.

[baddeal] 16/2/2022 12:09

Agreed, the real financial strength of any business is it's core cashflow generation, 400m demonstrates real value and with upgrades for next year bodes well. I would hope we'll see broker upgrades and strong buying.With c 850 net cash and now finalised contingents of c 500 it makes the current share price look very attractive imo.

[grupo] 16/2/2022 10:12

TOP NEWS: Indivior swings to profit in 2021; mulling US listing

Wed, 16th Feb 2022 09:16
Alliance News

(Alliance News) - Indivior PLC shares

jumped on Wednesday after it reported a swing to profit in 2021 and annual revenue moved closer to its eventual target of USD1 billion.

Indivior also said the board is considering an additional share listing in the US, given that 80% of its revenue is generated there. Such a move would provide "optionality to pursue a potential primary or sole US listing over the longer-term", the company said, and formal consultations with shareholders will start in the spring.

Indivior shares were trading up 11% to 252.80 pence each in London on Wednesday morning.

The Virginia, US-based pharmaceutical company reported it had swung to profit in 2021, with pretax profit of USD190 million, compared to a loss of USD173 million the year before. In the final quarter, pretax profit was USD39 million, turning from a loss of USD14 million a year ago.

Selling, general and administrative expenses had been cut by over a third, to USD431 million in 2021 from USD666 million in 2020.

Total annual net revenue grew by 22% year-on-year to USD791 million from USD647 million, with fourth quarter growth of 20% to USD222 million from USD185 million.

Indivior said this was primarily driven by Sublocade, following investment

in its Organized Health Systems channel and increased new patient enrolments. The opioid addiction treatment brought in USD244 million in the year, up 88% from USD130 million in 2020.

Basic earnings per share for 2021 was 28 cents, swinging from a loss per share of 20 cents in the prior year. Indivior also boosted its year-end cash

equivalents to USD1.1 billion, up from USD858 million at the end of 2020.

The company also suggested it was keeping an eye out for potential acquisition targets.

"With over USD1 billion in cash on our balance sheet, we have the financial strength and flexibility to pursue a balanced capital allocation strategy. Our primary focus remains on reinvesting in the business, but we also have the potential for additive inorganic growth opportunities and consideration of other value enhancement options," said Chief Executive Officer Mark Crossley.

Looking to 2022, the pharmaceuticals company expects to grow revenue for Sublocade to a range of USD360 million to USD400 million.

This will help boost the group's total revenue for the year to between USD840 million to USD900 million, also aided by relative market share stability for Suboxone film. It expects adjusted operating income to be "broadly similar" to the USD187 million seen in 2021.

The company is also hoping its Perseris treatment, an extended-released injection of risperidone for schizophrenia, will hasten its diversification and provide future growth opportunities beyond addiction treatment. It expects its revenue to grow around 74% on 2021 to a range of USD27 million to USD32 million.

By Elizabeth Winter; [e-mail]

[steeplejack] 16/2/2022 10:05

Excellent figures.Cash generated from operations is just shy of $400m in 2021.That sort of cash flow dwarfs payments which must be made to the Department of Justice and RB up to 2027 of some $60m annually.Sublocade on track after that slowish start,suboxone is described as showing 'resilience'.$1bn cash pile even after buy back of 5% of equity.Difficult to fault these results.

[thorpematt] 16/2/2022 09:02

Looks a big beat on estimates.

The dual list proposition could be good too.

Note 9 and Note 11 are key for anyone undertanding the balance sheet and lack of divi...but even with future provisions this has a large cash surplus and low PER.

[gregmorg] 16/2/2022 08:56

Well so far so good ! Seems pretty okay to me ! !

[waldron] 16/2/2022 08:48

INDIVIOR PLC (INDV)



Real-time Estimate Quote. Real-time Estimate Cboe Europe - 02/16 08:47:44 am


250.9 GBX +10.14%

[thorpematt] 16/2/2022 08:31

I think this is way too cheap.

I think the market might be waking up to the fact.

$1bn in cash

[florenceorbis] 16/2/2022 08:08

[United Kingdom] INDIVIOR PLC (INDV)

Real-time Estimate Quote. Real-time Estimate Cboe Europe - 02/16 08:07:03 am

239.3 GBX +5.05%