Q3 2025 Indivior PLC Earnings Call Transcript

Oct 30, 2025 / 12:00 PM GMT

Release Date Price: $29.13 (+15.41%)

Transcript 10-Q8-K

Key Points

Positve

Indivior PLC (INDV) reported a strong 15% year-over-year growth in Sublicade net revenue, driven by improved commercial execution.
The company raised its full-year 2025 financial guidance, expecting total net revenue to increase compared to 2024, with adjusted EBITDA projected to grow by 15%.
Indivior PLC (INDV) has taken significant steps to simplify its organization, resulting in an expected annual reduction of operating expenses by at least $150 million starting in 2026.
The company launched a new direct-to-consumer campaign, 'Move Forward and Recovery,' to raise awareness and educate patients about Sublicade as a treatment option for opioid addiction.
Indivior PLC (INDV) has maintained price stability for Suboxone film in the US, contributing to its financial performance.

Negative

Despite the positive growth, the overall long-acting injectable (LAI) category penetration remains low at 8%, indicating a significant challenge in expanding market share.
The company is undergoing organizational restructuring, which includes a 32% reduction in headcount, potentially impacting employee morale and operational continuity.
Indivior PLC (INDV) faces ongoing pricing pressure on Suboxone film, which could affect future revenue streams.
The company's focus on the US market may limit its growth opportunities in other regions, as indicated by the optimization of its rest-of-world business.
There are uncertainties regarding the future R&D spend and the progression of phase 2 assets into phase 3, which could impact long-term growth prospects.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

INDV.OQ - Indivior PLC
Q3 2025 Indivior PLC Earnings Call
Oct 30, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Nivia PLC Q3 Resorts 2025 webcast and conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question during the session, you will need to press. One and one on your telephone, you will then hear an automated message advising your hand is raised to withdraw your question, please press one and one again. Please be advised that today's conference is being recorded. I would now like to have the comments over to your host for today, Jason Thompson. Please go ahead.

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Unidentified_2 [2]
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