The earnings call reflects a challenging quarter for Indivior, with notable declines in revenue due to increased competition and funding challenges. Despite these issues, the company showed resilience through patient treatment growth and cost streamlining efforts. However, the lowlights outweigh the highlights, indicating significant negative trends.
Company Guidance
During the Indivior PLC Q1 2025 earnings call, the company provided guidance indicating that its performance was aligned with expectations and consistent with their full-year 2025 outlook. Total net revenue for the first quarter was $266 million, representing a 6% decline year-over-year, primarily due to intensified competition and the discontinuation of PERSERIS. SUBLOCADE's net revenue also saw a modest 2% decline, attributed to funding challenges in the criminal justice system. Despite these challenges, SUBLOCADE's share among new patients remained stable, averaging over 70% in the quarter. Indivior anticipates improved SUBLOCADE net revenue in the second half of the year, driven by commercial investments and label updates. The company reported a 10% increase in non-GAAP adjusted operating profit, reflecting reduced expenses and gross savings of over $100 million expected in 2025. Indivior is reinvesting approximately $50 million of these savings into SUBLOCADE and its pipeline, while the remaining savings will bolster profits. The guidance for full-year 2025 remains on track, backed by stable patient dynamics and anticipated strategic improvements.
Patient Treatment Growth
The company treated approximately 170,700 patients in the U.S. over the past 12 months, marking a 14% increase year over year.
SUBLOCADE Market Share Stability
SUBLOCADE's new patient share averaged over 70% and has been stable for three quarters, indicating a strong market position.
Cost Streamlining and Profit Protection
Indivior made progress in streamlining its cost base, achieving gross savings of over $100 million for 2025, and reinvesting $50 million into SUBLOCADE and its pipeline.
Indivior (INDV) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
INDV Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 24, 2025
$9.45
$10.76
+13.86%
Feb 20, 2025
$10.91
$8.99
-17.60%
Oct 24, 2024
$8.56
$8.77
+2.45%
Jul 25, 2024
$10.88
$13.09
+20.31%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Indivior PLC (INDV) report earnings?
Indivior PLC (INDV) is schdueled to report earning on Jul 24, 2025, TBA Not Confirmed.
What is Indivior PLC (INDV) earnings time?
Indivior PLC (INDV) earnings time is at Jul 24, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.