Indivior Share Discussion Threads

[bad robot] 17/8/2016 12:00

Hope people should realise, blockbuster drugs are $1bn per year revenue.

[mr donkeykong] 17/8/2016 11:48

Took some now for a quick smash and grab.

My core will be sold till adr and yankees puffing this into orbit. They love good pharmas across the pond

[mr donkeykong] 17/8/2016 09:15

Having a really fantastic time here.

MY iog spiked could not topsliced in the spike :(, and to settle for less

[quick roic] 17/8/2016 09:02

LOLOL

400p? anyone

[mr donkeykong] 17/8/2016 08:53

Need morgan stanley here. just whack a 1000p price target.

[steeplejack] 17/8/2016 08:53

Agree,I don't see the company being taken over any time soon.Let the full ADR listing work its magic.

[gregmorg] 17/8/2016 08:51

Good news in quite a big way. As for take out at a low level --sorry don't think so!
Quite simply this is a game changer.

[mr donkeykong] 17/8/2016 08:41

Phase 3

usually means takeout.


600p target and I gonna have sweet christmas till year 2018

[mr donkeykong] 17/8/2016 08:31

My beautiful baby, that 196p average doubling would be great.


Just a winner like my other winner GWP


Be Patient your Capital will grow. Positive ROE is my real name

[steeplejack] 17/8/2016 08:10

Blue skies!

[mr donkeykong] 17/8/2016 07:39

BOOOOM BOOOM

It pays to be Patient

ROE grows.

[gregmorg] 04/8/2016 18:47

Finally, days too late of course, I fully read the interim statement and listened to the webcast, including questions and answers. If I may say so Steeplejack, I think your investing stance remains sound!

Actually, I wouldn't mind a bit of share price weakness for purely simple/ greedy reasons. We could get that with so many big items on the horizon between now and November although there are further presentations in the Autumn which may or may not counter. From my perspective it was a good and illuminating presentation

[gregmorg] 02/8/2016 14:45

Heard the bare bones which were relayed to me when overseas. Internet service this time was useless(maybe too many holiday makers!) so couldn't access anything. Will have to go through the web presentation tomorrow but must read the statement first.

From what I heard the company is quite upbeat but are there any further pointers re the remaining patent litigation?

My man who relayed the info to me thought in time this stock has a lot further to travel but as he too is a holder he would wouldn't he!

[ali47fish] 30/7/2016 13:23

i agree with you Steeple and i wont be selling either but since the results were ahead of guidance i wanted to add to my holdings but i missed the lower price early on the day and did not - so given the higher guidance- is it still a compelling reason to add? i am not asking for advice but an opinion? informed hopefully

[steeplejack] 30/7/2016 10:53

Matter of opinion.If the ADR listing is handled well,could be a useful boost to investor sentiment.There is the added benefit that the stock is a substantial dollar earner.The clouds surrounding Suboxone are lifting,confounding sceptics,with the drug providing higher than anticipated cash flow to fund the expansion of the company's drug portfolio.The PE of 17 is full admittedly and there's no dividend now,but I won't be selling. "In stark contrast, shares in speciality pharmaceuticals business Indivior (LSE: INDV) rose by 10% after a strong half-year update. The mid-cap firm reported a rise in net revenue for the first half to $531m, compared to $517m reported for the first half of 2015. However, expenses incurred as a result of investment in research and development led to a $32m fall in operating profit to $198m.The US-based business has lifted its full-year guidance for net revenue from a range of $945m-$975m to a healthier $1bn-$1.03bn, and its net adjusted income guidance from $155m-$180m to $180m-$200m. Shares in Indivior have doubled in the last six months and are now trading at a demanding forward price-to-earnings ratio of 17 for 2017. Despite today's encouraging results, the shares still look too expensive to me.Motley Fool

[ali47fish] 29/7/2016 15:23

nice rise today but motley fool says on a pe of 17 they are expensive? what do people here think?

[steeplejack] 29/7/2016 08:32

Outlook-- Full year guidance today raised to net revenue in a range of $1,000m to $1,030m (previously $945m - $975m) and adjusted net income (excluding exceptionals) of $180m to $200m (previously $155m-$180m) at constant exchange rates (versus 2015). The guidance recognises current market conditions in the US are continuing into H2, but assumes no deterioration in generic tablet pricing, limited impact of branded competition, and investment of $35m above original assumptions in driving innovations. The Company will update further at Q3 results on November 2nd, 2016.

[gregmorg] 15/7/2016 11:22

Quite! But do we hear the tiny patter?

[steeplejack] 15/7/2016 11:15

A "proper " ADR listing suggests that the company will concentrate any future equity funding in the US following the example of GW Pharma.

[gregmorg] 15/7/2016 11:07

The proposed upgraded ADR listing , Steeplejack, doesn't do much for me in the very near term as we have seen many such announcements from various companies over the years and to mixed effect.

Having said that, it has got an underlying medium term message that the management has an upbeat view of the future over far beyond the patent litigation. The rising proportion of US shareholders were alluded to in the accompanying statement and possibly that could rise further given the proportion of US earnings and general UK reluctance to invest at too early a stage. There are several ways to widen share ownership, of course,but providing any further move leads to value enhancement then fine!

Figures on the 29th of this month but it will have to be the webcast for me this time.

[gregmorg] 07/7/2016 16:38

Yes, nice to see. As far as I am concerned ,once again, inertia is a wonderful investment strategy! I thought the recent executive(chief legal officer) buying was encouraging. He must believe the recent patent win was good for a positive resolution of the other patent disputes.

Some have argued that the share price strength is as a result of sterling's weakness for this dollar earner but at this stage of its development I don't buy that.

[steeplejack] 07/7/2016 15:52

This has been a rocky old ride since floatation but we're hitting new intra-day highs now.