Indivior Share Discussion Threads

[casholaa] 20/2/2024 15:27

Possible gap-fill coming up - 22/23Jan

[casholaa] 20/2/2024 13:51

Fallen through the trading channel I was looking at. Looks like it's going south. No idea how it will fare when the US markets open at around 2.30pm gmt.

[youngers] 20/2/2024 12:34

Question will be the sublocade revenue estimate for 2024. Similar growth will be pushing $1bn and certainly exiting 2024 at the billion run rate mark.

BLOCKBUSTER territory is very close!!

[casholaa] 20/2/2024 12:11

From November presentation just gone:

November 9, 2023
Strong Top-line Performance and Strategic Progress in Q3 2023
• Q3 2023 SUBLOCADE® Net Revenue (NR) of $167m, +55% versus Q3 2022
• FY 2023 SUBLOCADE NR now expected to be $610m to $630m (vs. $590m to $630m)
• OPVEE® launched; U.S. Biomedical Advanced Research and Development Authority
(BARDA) contract secured

[casholaa] 19/2/2024 16:22

In fairness, it broke out of the trading channel I was working with, on the 13th, 14th, 15th & 16th feb. But the rug is being pulled on it today. No idea where the money-men will take us before they've had enough. It's also at the bottom of the trading channel I'm working with.

[casholaa] 19/2/2024 16:02

I'm partially hedged. I'm expecting more of the same tomorrow. No idea why it's being pummelled. I hope they continue the buyback.

[youngers] 19/2/2024 15:51

Key day this week is results on Thursday. Results will have the one off settlement payment so will be down on last year. Interesting part will be the 2024 guidance with revenues hopefully continuing to increase and a decent profit forecast

All assuming the vulture lawyers are finally done with this one

[casholaa] 19/2/2024 15:21

Dropping like pigeon poo today.

[casholaa] 02/2/2024 13:37

We've got FY & TU on 22nd Feb. I like that they are still doing buyback.

[youngers] 02/2/2024 12:13

It’s working hard to break £14 here. Hoping for another good leg up after it clears this level

[pngasef] 23/1/2024 17:41

Amazing rebound in the share price, no doubt due to it being vastly oversold.

[casholaa] 19/1/2024 11:38

Shorts

Balyasny Asset Management (Uk) Llp 0.62% 19 Dec 2023
Marshall Wace Llp 0.01% 10 Nov 2021
Marshall Wace Llp 0.50% 2 Nov 2021

[gregmorg] 22/12/2023 09:32

Possibly because the sector is currently out of fashion or out of focus depending on how you see it !

However, the bio and pharma sectors have been like that for a few quarters, very noticeably so in the USA , but it will change -

[casholaa] 20/12/2023 09:05

I occasionally wonder why there is, what seems to me, little appetite for finding a cure for eyes that require spectacles.

[casholaa] 20/12/2023 08:50

Scousers -lol

[adrian j boris] 20/12/2023 08:36

Estimate Cboe Europe 03:32:28 2023-12-20 am EST





1,194.5 GBX +4.14%

[pngasef] 20/12/2023 08:33

How many more things have they got to settle? They seem to have gotten into lots of historic pickles...... almost never ending.

[adrian j boris] 20/12/2023 08:27

Indivior PLC Indivior Settles Patent Dispute with Actavis (3885X)
20/12/2023 7:00am
UK Regulatory (RNS & others)

Indivior (LSE:INDV)




TIDMINDV

RNS Number : 3885X

Indivior PLC

20 December 2023

Indivior Settles Patent Dispute with Teva Subsidiary Actavis

Richmond, VA and Slough UK, December 20, 2023 - Indivior PLC (LSE/NASDAQ: INDV) , a leading addiction treatment company, today announced that its subsidiaries Indivior Inc. and Indivior UK Limited (together, "Indivior") entered into a settlement agreement with Actavis Laboratories UT, Inc. ("Actavis"), a subsidiary of Teva Pharmaceuticals, to resolve patent disputes regarding Actavis's Abbreviated New Drug Application ("ANDA") for generic buprenorphine and naloxone sublingual film. Under the agreement, Indivior granted Actavis a license to U.S. Patent No. 11,135,216 that would enable Actavis to launch the generic film products identified in its ANDA in the United States no earlier than January 31, 2025, unless the unexpired patent claims are found invalid or unenforceable before that time in a final judicial decision.

[waldron] 16/12/2023 10:01

Summary

The company has strong fundamentals. More than 70% of companies have a lower mix of growth, profitability, debt and visibility.

Strengths

Growth progress expectations are rather promising. Indeed, sales are expected to rise sharply in the coming years.

Before interest, taxes, depreciation and amortization, the company's margins are particularly high.

The group's high margin levels account for strong profits.

Thanks to a sound financial situation, the firm has significant leeway for investment.

Over the last twelve months, the sales forecast has been frequently revised upwards.

Analysts covering this company mostly recommend stock overweighting or purchase.

The difference between current prices and the average target price is rather important and implies a significant appreciation potential for the stock.

The opinion of analysts covering the stock has improved over the past four months.

There is high visibility into the group's activities for the coming years.

Outlooks on future revenues from analysts covering the equity remain similar.

Such hardly dispersed estimates support highly predictable sales for the current and upcoming fiscal years.

The divergence of price targets given by the various analysts who make up the consensus is relatively low, suggesting a consensus method of evaluating the company and its prospects.


Weaknesses

In relation to the value of its tangible assets, the company's valuation appears relatively high.

For the past year, analysts have significantly revised downwards their profit estimates.

For the last twelve months, the analysts covering the company have given a bearish overview of EPS estimates, resulting in frequent downward revisions.

Over the past twelve months, analysts' opinions have been revised negatively.

The group usually releases earnings worse than estimated.

[waldron] 16/12/2023 09:58

SURPRISED AT CURRENT FREE FALL UNLESS BAD NEWS EXPECTED BY SOME


seems to be over done

[pngasef] 16/12/2023 09:48

Yes!! WTF is going on here?? Bargain of the moment or not? I'm tempted to buy more come Monday.

[dealy] 16/12/2023 08:08

52 week low, despite surging small caps and buy back. very strange

[dealy] 06/12/2023 16:49

It looks like there is overhang here with some institution bailing. Good results and buy back not enough to keep it up

[gregmorg] 06/12/2023 09:57

I must admit the management team looks increasingly unable to get its message across. Very frustrating

[youngers] 05/12/2023 18:29

Five percent down on the court verdict today. Good job they won the case or it could have been really ugly!!