Indivior PLC (INDV)

Over the past six months, Indivior PLC has experienced a significant increase in its stock price. The company announced its Q1 2025 financial results and reported Q2 2025 earnings per share, exceeding analyst expectations and raising its full-year 2025 financial guidance. Indivior announced its intention to cancel its secondary listing on the London Stock Exchange, completing the delisting on July 25, 2025. Indivior launched the "Indivior Action Agenda," a multi-year operational roadmap. The company proposed a new corporate structure to achieve U.S. domiciliation and participated in investor events, presenting new clinical data supporting its products.

There is no explicit information indicating significant demand seasonality for Indivior PLC's products and services. The market for opioid use disorder treatment is characterized by a consistent and growing need rather than seasonal fluctuations. The demand for Indivior's products is driven by persistent public health challenges rather than seasonal patterns.

Indivior PLC is a global pharmaceutical company focused on developing, manufacturing, and commercializing medications for addiction and serious mental health conditions. Spun off from Reckitt Benckiser Group in 2014, the company is headquartered in Richmond, Virginia, USA, and specializes in addiction treatment and mental health within the pharmaceutical sector. Its major products include Suboxone, Sublocade, Perseris, Opvee, and Subutex Tablet. Indivior also has a pipeline of product candidates addressing other chronic conditions and co-occurring disorders of substance use disorder.

Indivior operates globally with a strong presence in North America, Europe, and other key markets. Its products are available in 37 countries, including the US, Australia, Malaysia, France, Italy, Spain, Germany, Canada, and the UK. The United States is its largest market, accounting for over 80% of its revenue.

Indivior has cultivated a strong brand value, recognition, and reputation within the pharmaceutical sector, particularly in addiction treatment. However, Indivior's reputation has been impacted by ongoing legal challenges, including Suboxone tooth decay lawsuits and a securities fraud class action lawsuit. These legal issues have likely put pressure on Indivior's brand reputation, despite its established position in the addiction treatment market.

Indivior PLC has a significant institutional ownership base, with 154 institutional owners and shareholders holding a total of 111,306,344 shares. Major institutional shareholders include Two Seas Capital LP, Oaktree Capital Management Lp, Deerfield Management Company, L.p., Goldman Sachs Group Inc, Madison Avenue Partners, LP, BlackRock, Inc., Vanguard Group Inc, Rubric Capital Management LP, Point72 Asset Management, L.P., and Millennium Management Llc.