)
Visual21 Nov 2025
Data center suppliers
Indivior (INDV) investor relations material
Indivior Stifel 2025 Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Stifel 2025 Healthcare Conference summary13 Nov, 2025
Financial performance and guidance
Achieved strong Q3 results with a second consecutive quarterly beat and raised guidance, driving shares to a near all-time high.
Upgraded full-year guidance, with SUBLOCADE outperforming expectations and Suboxone erosion more modest than anticipated.
Revised SUBLOCADE revenue guidance to $825–$845 million for the year, with confidence in surpassing $1 billion in the future.
$150 million in cost savings targeted for next year, reducing OpEx to no more than $450 million.
EBITDA margins expected to rise from mid-30s to mid-40s, driven by cost discipline and investment focus.
SUBLOCADE growth strategy
SUBLOCADE is the leading long-acting injectable for opioid use disorder, with over 350,000 patients treated and a 75% market share.
Commercial execution, label enhancements, and increased sales and marketing investment are fueling momentum.
Nationwide direct-to-consumer campaign launched to boost patient awareness, currently at only 4%.
Focused on growing both Medicare and commercial segments, with commercial underpenetrated relative to covered lives.
Criminal justice and alternative care sites remain opportunities, with the former being rebased and targeted for renewed growth.
Market dynamics and future outlook
Long-acting injectable penetration in opioid use disorder is currently 8%, with internal data suggesting 20–30% is achievable over several years.
SUBLOCADE’s market share has stabilized at 75% for four quarters, with the main focus on expanding the overall category.
Expecting acceleration in SUBLOCADE growth and revenue in 2026, with a faster bottom-line impact.
Suboxone film remains profitable with stable generic pricing, contributing $200 million in revenue.
DTC campaign impact on LAI penetration
M&A strategy for new therapeutic areas
Pipeline investment post-Phase 2 data
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Indivior earnings date
Piper Sandler 37th Annual Healthcare Conference2 Dec, 2025
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Indivior PLC is a pharmaceutical company focused on developing treatments for substance use disorders and mental health conditions. The company's core business revolves around the research, development, and commercialization of therapies aimed at addressing opioid dependence, alcohol use disorder, and other addiction-related conditions. Indivior also provides products in the area of behavioral health, contributing to the treatment of mental health conditions. Its portfolio includes both oral and injectable treatment options, designed to support patients in managing chronic conditions related to substance dependence. The company is headquartered in North Chesterfield, Virginia, and its shares are listed on the London Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage