Indivior PLC (INDV)

Indivior PLC's stock has experienced significant positive movement over the past six months, surging nearly 197% over the past year and trading near its 52-week high of $38 as of January 8, 2026. Key events contributing to this performance include strong earnings reports consistently beating analyst expectations, inclusion in the S&P SmallCap 600 index effective December 22, 2025, multiple analysts issuing "Buy" or "Strong Buy" recommendations and raising price targets, insider trading activity showing five purchases and no sales, Oaktree Capital Management LP significantly increasing its holdings, resolution of legal matters including fully paying a $295 million obligation and reaching an $85 million settlement, and the discontinuation of sales and marketing for PERSERIS.

There is no explicit information indicating significant demand seasonality for Indivior's products and services. Demand is generally ongoing and less susceptible to seasonal fluctuations. Market dynamics and payor management policies appear to be more influential factors affecting demand for Indivior's products.

Indivior PLC is a pharmaceutical company focused on developing, manufacturing, and commercializing prescription drugs for substance use disorders, particularly opioid dependence, and other serious mental illnesses like schizophrenia. Its core product portfolio for opioid dependence includes SUBLOCADE, SUBOXONE Film, SUBOXONE Tablet, and SUBUTEX Tablet. The company also offers OPVEE nasal spray for opioid overdose reversal. Indivior discontinued sales and marketing of PERSERIS for schizophrenia treatment in Q2 2024 due to financial viability concerns but continues to supply the product. Indivior's pipeline includes product candidates aimed at addressing other chronic conditions and co-occurring disorders of SUD, such as alcohol use disorder and cannabis use disorder.

Headquartered in North Chesterfield, Virginia, USA, Indivior's products are available in 37 countries globally. The majority of its revenue is generated in the United States, followed by the United Kingdom and the rest of the world. The company maintains an extensive distribution network, operating in over 17 countries, with key distribution facilities in Hull, UK, and Fort Collins, Colorado, US, and a primary third-party distribution facility in Brooks, Kentucky, US.

Indivior has cultivated a strong brand value and recognition in the pharmaceutical sector, particularly in addiction treatment, holding an estimated 27% market share in the opioid addiction treatment market as of 2023. Its brand is recognized and trusted, enabling premium pricing, and the company has invested significantly in clinical trials and regulatory approvals, leading to a robust and difficult-to-imitate product pipeline. Indivior boasts high customer satisfaction rates, consistently above 90%, and a patient retention rate of 93% for its therapies. Events impacting its reputation include the resolution of legal issues and the product discontinuation of PERSERIS.

Indivior PLC has significant institutional ownership, accounting for approximately 295.22% to 295.47% of the stock. Individual owners hold about 3.42%, and insider ownership stands at 0.45%. Major institutional shareholders include Oaktree Capital Management LP, Two Seas Capital LP, BlackRock Inc., Deerfield Management Company, L.p. (series C), Goldman Sachs Group Inc, Madison Avenue Partners, LP, Morgan Stanley, Newtyn Management, LLC, Vanguard Group Inc and Divisadero Street Capital Management, LP.