Indivior Share Discussion Threads

[youngers] 13/3/2022 10:23

I wonder whether they’d use the US listed company to undertake a reverse takeover so the listing is switched from U.K. to US.

[pastybap] 12/3/2022 20:40

Interesting. I hadnt heard of Betaville before this post. You mention Pearson as an example of them anticipating corporate action. How good is there overall strike rate? False positives etc?

[typo56] 12/3/2022 17:05

The news is quite possibly a continuation of this from 23 Feb..

"Indivior, the FTSE 250-listed opiod addiction treatment company, is rumoured to be the mystery bidder circling Opiant Pharmaceuticals, the US-listed developer of medicines for drug addiction.

People following the situation have heard rumours Indivior has been talking to Opiant since December last year year about a possible offer for the company."

Good or bad for the INDV share price? You decide!

[gersemi] 12/3/2022 16:24

pF

If you read the site's history it is usually way ahead of the market on placings, takeovers etc etc and as this Betaville's update is subscription (£10 grand/year) based then I suspect it may involve either a takeover or some other corporate event that is price senstive

The site uncovered the Pearson approach last week before the market knew. The site noted a Pearson approach at 8.38am (£6.80) and the company released the news at 11.20am (£8.10) so the site's well connected ....

Let's see if Betaville has uncovered some corporate news

[waldron] 12/3/2022 15:29

Stocks
Here's Why "Trend" Investors Would Love Betting on Indivior PLC (INVVY)
Contributor
Zacks Equity Research Zacks
Published
Mar 7, 2022 8:50AM EST



Most of us have heard the dictum "the trend is your friend." And this is undeniably the key to success when it comes to short-term investing or trading. But it isn't easy to ensure the sustainability of a trend and profit from it.

Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate revisions, etc. -- that could keep the momentum in the stock going.

Investors looking to make a profit from stocks that are currently on the move may find our "Recent Price Strength" screen pretty useful.


This predefined screen comes handy in spotting stocks that are on an uptrend backed by strength in their fundamentals, and trading in the upper portion of their 52-week high-low range, which is usually an indicator of bullishness.

There are several stocks that passed through the screen and Indivior PLC (INVVY) is one of them.

Here are the key reasons why this stock is a solid choice for "trend" investing.

A solid price increase over a period of 12 weeks reflects investors' continued willingness to pay more for the potential upside in a stock.

INVVY is quite a good fit in this regard, gaining 19% over this period.

However, it's not enough to look at the price change for around three months, as it doesn't reflect any trend reversal that might have happened in a shorter time frame.

It's important for a potential winner to maintain the price trend.

A price increase of 21.5% over the past four weeks ensures that the trend is still in place for the stock of this company.

Moreover, INVVY is currently trading at 89.4% of its 52-week High-Low Range, hinting that it can be on the verge of a breakout.

Looking at the fundamentals, the stock currently carries a Zacks Rank #2 (Buy), which means it is in the top 20% of more than the 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises -- the key factors that impact a stock's near-term price movements.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Another factor that confirms the company's fundamental strength is its Average Broker Recommendation of #1 (Strong Buy). This indicates that the brokerage community is highly optimistic about the stock's near-term price performance.

So, the price trend in INVVY may not reverse anytime soon.

[pngasef] 12/3/2022 14:40

Interesting find but what does it say?

[gersemi] 12/3/2022 13:27

expect spike or fall on Monday morning.news, whatever form that may be, to come I suspect -





UNCOOKED ALERT: Indivior said to ... - Part 2..
Friday, 11 March 2022, 7:29 pm

[steeplejack] 11/3/2022 09:09

Tempus has a hold recommendation for Indivior today.Balanced comment which mentions that the group might benefit from an ADR listing.Mentions that Sublocade is patent protected to 2031 but would benefit from concentrating on expanding product base.

[grupo guitarlumber] 28/2/2022 18:59

The world according to stoxline

Targets Six months: 333.11 One year: 389.08

Supports Support1: 238.97 Support2: 210.40

Resistances Resistance1: 285.20 Resistance2: 333.11

[grupo guitarlumber] 28/2/2022 18:55

Price (GBX)
280.80 3.31% (9.00)

Open / Last close
265.40 / 280.80

High / Low
281.80 / 265.40

Bid / Offer
279.80 / 280.60

Special Condition: -
Trading Status: Market Close
FTSE 250
As at 28.02.22 18:39:38 - All data delayed at least 15 minutes

[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]