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ININDV

Indivior Pharmaceuticals Inc

$INDV·$4.5B·Drug Manufacturers - Specialty & Generic·Healthcare
$36.44-1.2%YTD+2.8%1Y+53.0%
Price updated 17m ago·X counts updated 2d ago
ININDV
$INDVIndivior Pharmaceuticals Inc
$36.44-1.19%97 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $INDV on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

97X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $INDV's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 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 what X is saying about $INDV

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $INDV — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-09-28

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

Indivior is merging with Supernus at 1.54 shares plus a $1B special cash dividend to INDV holders — a specific Q4 close is the whole trade.

Indivior Pharmaceuticals develops and distributes buprenorphine-based products (Sublocade, Suboxone) for opioid use disorder — a niche pharma now agreeing to merge with Supernus at attractive terms. The stock is essentially flat YTD.

  • The merger terms are the whole trade: 1.5401 INDV shares per Supernus share plus a $1B special cash dividend for INDV shareholders before close, expected Q4 2026 — this is a dated capital return that changes the setup materially.
  • The base business is genuinely improving: Q1 revenue grew 19% YoY to $317M at 43% operating margin — the operating recovery gives management leverage in the merger negotiation, and the combined entity keeps the Supernus name.
  • The combined entity guides $125M in expected annual cost synergies — the value-creation math depends on that landing, plus the $1B special dividend to INDV holders as immediate cash return.

The merger close plus the special dividend timing are the whole catalyst — Q4 close reinforces the trade; a merger delay or a soft cost-synergy commentary and the special-dividend math gets discounted, weakening the setup.

Agrees with X sentimentX bulls anchor on the $3.38B Supernus merger, the 1.5401 exchange ratio, and the $1B special cash dividend to INDV holders — every one is real and dated. Clean agreement; the trade is a merger-arb setup with a specific Q4 timeline.

What to watch: The Q4 2026 merger close plus the $1B special cash dividend timing — a clean close reinforces the trade; a merger delay or soft cost-synergy commentary and the special-dividend math gets discounted.

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

supernus merger1b special dividend125m synergies

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Specialty pharma is bifurcating — GLP-1 adjacent programs attract premium valuations while generic manufacturers face pricing erosion from FDA approval backlogs clearing. Biosimilar launches of adalimumab (Humira), ustekinumab, and etanercept are accelerating branded erosion timelines, while mid-tier specialty pharma focuses on complex generics (ophthalmic, inhalation) to sustain margins.

What this means for $INDV

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

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+21.4%YTD
+46.0%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$1.3B – $1.3B$4.22$4.18 – $4.253
FY27$1.4B$1.4B – $1.4B$4.62$4.58 – $4.653
FY28$1.5B$1.4B – $1.5B$4.84$4.32 – $5.364
FY29$1.5B$1.5B – $1.6B$4.99$4.94 – $5.012
FY30$1.5B$1.5B – $1.6B$5.41$5.36 – $5.442

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.0.6×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.71%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.-0.8%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.+3.2%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 today1.0% 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.β1.115-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 27Woodrow D AndersonChief Accounting Officer1.5K sh$54KBuyAug 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$1.4M
+ 10 other (7 awards · 2 inkinds · 1 exempt) 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
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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

8-KPress release / Reg FDSep 178-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KAgreement terminatedSep 158-K — Item 1.02: Agreement terminated
SC 13D/AActivist amendmentAug 13SC 13D/A
AI summary

Oaktree Capital Management entities filed Amendment 6 to their Schedule 13D on Indivior Pharmaceuticals, Inc. on August 11, 2026. The filers hold convertible note positions convertible into approximately 909,053 shares of INDV common stock against ~118.9M diluted shares, with individual fund percentages of 0.15%-0.32%. The aggregate group position is sub-1%. Routine position update for Oaktree's convertible note exposure in INDV; not an activist action.

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.

+ 16 other (6 425s · 4 13Gs · 2 10-Qs · 1 EFFECT) in window

Recent news

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

Financial Contrast: Sonoma Pharmaceuticals (NASDAQ:SNOA) versus Indivior (NASDAQ:INDV)defenseworld.net·4d agoSupernus Pharmaceuticals Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Supernus Pharmaceuticals, Inc. - SUPNbusinesswire.com·5d agoSupernus Pharmaceuticals Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Supernus Pharmaceuticals, Inc. - SUPNbusinesswire.com·5d agoIndivior Pharmaceuticals, Inc. Declares Special Cash Dividendglobenewswire.com·12d ago5 Small Drug Stocks Poised to Benefit From a Biotech Recoveryzacks.com·15d ago

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Voices on X · last 7 days

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

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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