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ININDV

Indivior Pharmaceuticals Inc

$INDV·$4.8B·Drug Manufacturers - Specialty & Generic·Healthcare
$39.01+2.1%YTD+1.7%1Y+68.4%
Mentions · last 7 days
2026-08-07: 0 posts2026-08-08: 2 posts2026-08-09: 0 posts2026-08-10: 6 posts2026-08-11: 1 posts2026-08-12: 8 posts2026-08-13: 5 posts22+31%
Price updated 15h ago·X counts updated 2d ago
ININDV
$INDVIndivior Pharmaceuticals Inc
$39.01+2.07%22 posts+31%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $INDV, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-15

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Indivior is the buprenorphine specialty-pharma catalyst +68% t12m — Q2 EPS +32% beat, $3.38B Supernus merger + $1B special dividend in Q4 2026.

Indivior is a specialty-pharma franchise (buprenorphine-based opioid-dependence treatments — Suboxone Film/Tablet, Subutex Tablet, Sublocade LAI) — the equity is a catalyst-play in the specific event-ahead window with the specific Supernus merger set to close Q4 2026.

  • Q2 was a big beat: EPS $1.15 vs $0.87 (+32%), revenue $343M vs $306M (+12%) — the specific fact pattern of operational-inflection with FY26 outlook raise.
  • 4 consecutive beats: Q2 +32%, Q1 +50%, Q4 +26%, Q3 +89% — sustained execution.
  • $3.38B Supernus merger: 1.5401 INDV shares per SUPN + $1B special cash dividend for INDV holders before close (Q4 2026 expected) — M&A arbitrage setup.
  • Combined entity named Supernus with $125M expected annual cost synergies — integration-thesis anchor.
  • Position at 82% of 52w with stock +11% above 200d MA — near-highs coiled tape, YTD +2%, t12m +68%.
  • Fundamentals: 83% GM, 33% OM, 86% ROIC, 20.8x P/E — quality franchise economics.
  • Analyst EPS $3.73 FY26 → $4.03 FY27 → $4.27 FY29 — durable growth.
  • Anderson (dir) P-Purchase $54K + SC 13D/A (8/13) + M&A Class Action investigations (8/3, 8/7) — modest insider + deal-scrutiny.

October 29 is the next print with $1.06 EPS estimate; more critically, Supernus merger close (expected Q4 2026) and $1B special dividend timing drive the tape; the invalidator is a specific merger-collapse or antitrust setback. The real risk on M&A-arbitrage setup is deal-close timing slippage compresses arbitrage premium.

Agrees with X sentimentAgrees with X bullish framing on $3.38B Supernus merger (1.5401 shares/SUPN + $1B special cash dividend), expected Q4 2026 close, and $125M annual cost synergies. Real specific fact patterns anchor the M&A arbitrage thesis.

What to watch: October 29 Q3 print + Supernus merger close progression. A clean beat + merger progression extends the run; merger collapse or antitrust setback is the invalidator.

On the calendar: 2026-10-29 — Q3 earnings

ma pending closespecial dividend catalyst

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-08-10

Indivior posts anchor on the announced $3.38B merger with Supernus at 1.5401 INDV shares per SUPN share and a $1B special cash dividend for INDV shareholders before close, expected in Q4 2026. The combined entity will be named Supernus and posters describe $125M in expected annual cost synergies.

Read the AI verdict + X sentiment for $INDV

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Specialty pharma focused on buprenorphine-based treatments for opioid use disorder, marketing Suboxone Film and related formulations globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - Specialty & Generic sits in its cycle right now — and what that implies for $INDV.

Drug Manufacturers - Specialty & Generic · Healthcare

No material change from last week — animal health revenues under pressure from inflation-driven vet visit deferrals while a securities fraud investigation adds governance overhang; the key debate..

What this means for $INDV

Neutral — Specialty pharma focused on buprenorphine-based treatments for opioid use disorder, marketing Suboxone Film and related formulations globally; limited read-through from drug manufacturers - specialty & generic macro dynamics to this specific revenue mix.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+19.1%YTD
+48.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
20.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
85.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
33.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-3.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-142%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
83.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-3.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$1.15$0.87+32.3%
Q1 2026Apr 30, 2026$0.96$0.64+50.0%
Q4 2025Feb 26, 2026$0.82$0.65+26.2%
Q3 2025Oct 30, 2025$0.72$0.38+89.5%
Next earningsThu, Oct 29·consensus EPS $1.06

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$317.0M+19.2%87.4%43.2%$0.71$-29.0M
Q4 FY25$358.0M+19.7%82.1%34.1%$0.82$-245.0M
Q3 FY25$314.0M+2.3%80.3%31.5%$0.34$-59.0M
Q2 FY25$302.0M+1.0%82.8%23.8%$0.14$148.4M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.2B – $1.3B$3.73$3.65 – $3.804
FY27$1.3B$1.3B – $1.3B$4.03$3.95 – $4.114
FY28$1.4B$1.4B – $1.4B$4.17$3.73 – $4.624
FY29$1.4B$1.4B – $1.5B$4.27$4.18 – $4.363
FY30$1.5B$1.4B – $1.5B$4.65$4.55 – $4.753

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.82%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+11.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 112.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.035-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 5Woodrow D AndersonChief Accounting Officer1.5K sh$54KSellJul 10Christian HeidbrederChief Scientific Officer18.6K sh$765KSellJun 11Christian HeidbrederChief Scientific Officer18.6K sh$707KSellJun 8Ryan PreblickCFO36.0K sh$1.4MBuyMar 13Barbara RyanDirector8 sh$249BuyMar 9Barbara RyanDirector31 sh$1KBuyMar 6Stuart A KingsleyDirector940 sh$30K
+ 20 other (7 inkinds · 7 awards · 6 exempts) in window

See when $INDV insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentAug 13SC 13D/A
8-KPress release / Reg FDAug 38-K — Item 7.01: Press release / Reg FD
AI summary

INDIVIOR PHARMACEUTICALS, INC. (INDV) filed a Reg FD disclosure (Item 7.01) on 2026-08-03, furnishing conference call to discuss, among other things, the announcement of the execution of the Agreement a. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally informational; no new deal terms or financial results were announced unless otherwise noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

8-KPress release / Reg FDAug 38-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

INDIVIOR PHARMACEUTICALS, INC. (INDV) reported Q2 2026 financial results on 2026-08-03, reporting results detailed in attached press release. Additional items: Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

8-KMaterial agreementAug 38-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

INDIVIOR PHARMACEUTICALS, INC. (INDV) entered into Merger On August 1, 2026, Indivior Pharmaceuticals, Inc with a counterparty on 2026-08-03, involving undisclosed consideration. Other items: Item 7.01. effective time of the Merger (the “Effective Time”) and as a result of the Merge. This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

8-KOfficer or director changeMay 158-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Indivior (INDV) filed a combined 8-K for two May 2026 events: the Chief Scientific Officer role is being eliminated effective June 1, 2026 (Dr. Christian Heidbreder moves to an advisory capacity through December 31, 2026 as termination without cause); and at the May 13 annual meeting (100.4M of 121.9M eligible shares present), all eight director nominees were elected with Daniel Ninivaggi drawing notable opposition (5.4M against vs. ~72K for most others). Executive restructuring signals strategic shift; Ninivaggi's opposition level is worth monitoring.

8-KPress release / Reg FDMay 48-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Indivior (INDV) entered an accelerated share repurchase (ASR) agreement on May 4, 2026, paying $175M upfront as part of its $400M authorized buyback program. The company received an initial delivery of 3,717,473 shares; the final total will depend on the VWAP during the ASR term, with settlement expected by June 22, 2026. Materially positive for shareholders: a $175M ASR signals management conviction about the stock's undervaluation and returns capital quickly, completing nearly half the $400M buyback program in a single transaction.

8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Indivior (INDV) reported Q1 2026 financial results on April 30, 2026 via press release (Exhibit 99.1) and simultaneously posted a presentation (Exhibit 99.2) and corporate presentation (Exhibit 99.3) to its website, all furnished not filed. Specific revenue, net income, and pipeline updates require reading the attachments. The breadth of materials — earnings release plus two presentations — indicates a comprehensive investor communication event alongside the quarterly report.

8-KAgreement terminatedMar 178-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale
+ 21 other (7 13Gs · 5 425s · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Supernus Pharmaceuticals Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Supernus Pharmaceuticals, Inc. - SUPNgurufocus.com·8d agoSupernus Pharmaceuticals Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Supernus Pharmaceuticals, Inc. - SUPNbusinesswire.com·8d agoINDV to Merge With Supernus, Beats on Q2 Earnings, Raises '26 Outlookzacks.com·11d ago$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Indivior Pharmaceuticals, Inc. (NASDAQ: INDV)gurufocus.com·12d ago$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Indivior Pharmaceuticals, Inc. (NASDAQ: INDV)prnewswire.com·12d ago

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Voices on X · last 7 days

No standout posts about $INDV on X in the last 7 days.

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