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One does wonder how many more contract awards will be disclosed over the coming days/weeks/months. A little bit like London buses... Very pleased for Asfari & all LTHs, its been a tough few years. Stay for the ride through to a proper SP and high dividends.

https://www.proactiveinvestors.co.uk/companies/news/1006700/indivior-sell-off-ignores-its-solid-long-term-potential-says-leading-broker-1006700.html

Current SP is a "steal".

The upbeat elements of the Results have been almost totally drowned out by the litigation news. Ideal for traders as creates uncertainty. For LTH's its a case of currently sitting this one out as the narrative changes to closure of the Opiant deal and upcoming US listing. Its also not helped that the Dow is nearly 400 points down today.

Crossley - "Looking ahead, we expect 2023 to be another year of progress for Indivior, marked by continued strong NR growth of SUBLOCADE and PERSERIS, the planned integration of Opiant and the listing of our shares on NASDAQ. As a proven leader in addiction treatment and science, Indivior is well-positioned to deliver for patients and drive long term value creation for all our stakeholders. I believe our prospects have never been brighter."
Obviously the litigation news was very disappointing and totally over-shadowed the positives on trading . However, I believe that the "litigation effect" on SP will not last that long & many of those who have sold today will buy-back in. INDV (as earlier poster commented) are "clearing the decks" ahead of the US listing. Once the dust has settled the SP will claw back much of today's SP reduction as INDV will be much "cleaner" going forward after making this provision.
I have given this a Strong Buy opinion as anyone (private or II) looking to invest in this market leader, this pull-back (current SP £17.25) represents a great opportunity to buy-in on the cheap.
IMHO, DYOR

Initial mediation sessions in late January 2023 regarding legacy civil multidistrict antitrust litigation provided the Group with new information on

"Indivior is a global pharmaceutical company working to help change patients' lives by developing medicines to treat substance use disorders (SUD) and serious mental illnesses. Our vision is that all patients around the world will have access to evidence-based treatment for the chronic conditions and co-occurring disorders of SUD. Indivior is dedicated to transforming SUD from a global human crisis to a recognized and treated chronic disease. Building on its global portfolio of OUD treatments, Indivior has a pipeline of product candidates designed to both expand on its heritage in this category and potentially address other chronic conditions and co-occurring disorders of SUD, including alcohol use disorder and cannabis use disorder."
INDV is not just about opioid addiction (although that is a whole mega-industry on its own). It is concerned with developing medicines to combat substance use disorders (SUDs) and serious mental illnesses. The important part in the above abridged "Mission Statement" is that "Indivior has a pipeline of product candidates designed to both expand on its heritage in this category and potentially address other chronic conditions and co-occurring disorders of SUD, including alcohol use disorder and cannabis use disorder." I like "pipeline of product candidates" which indicates a highly motivated, focused organization looking to grow & develop outwards from the success of SUBOXONE & SUBLOCADE.
Much more growth to come from INDV & next Thursday's results will not disappoint. I am expecting news of dividends to re-commence & possibly new product initiatives. It is to be hoped that INDV will be allowed to develop its business for a little while yet before it gets taken out by Big PHARMA for a price well North of £30-£40 per share which is only £6 to £8 per share pre-consolidation.
IMHO, DYOR etc

North very quickly. The TenneT news is very good news for PFC for all sorts of reasons. Much, much more to come.

Indivior PLC (LON: INDV) today announced that it will release its Q4 / FY 2022 results on February 16th at 7:00 a.m. London time (2:00 a.m. U.S. Eastern). The results will be available via the London Stock Exchange's Regulatory News Service (RNS) and on the "Investors" section of the company's website at www.indivior.com.
Mark Crossley, Chief Executive Officer, and other members of Indivior's leadership team will host a presentation via live webcast at 1:00 p.m. London time (8:00 a.m. U.S. Eastern) on February 16th.

Should be good appreciation in SP ahead of Q4 results. Given the increasing bank balance & imminent US listing I would expect details of dividend re-commencement. There are now only 136m shares in issue so a dividend of (say) USD1 / share (approx 4% of SP) would cost $136m. This is well covered by cash at bank.

very, very quickly. The shorts will be scrambling to get out whilst buyers will be involved in a buying frenzy to get super cheap stock. At current 78p PFC is still grossly under-valued. It will not remain like this for much longer.

Lots more appreciation to come with INDV. Any short-term weakness will be bought into as the positive factors grossly outweigh any negative ones. The company has more than USD1billion in the bank which will be benefiting from interest rate increases. US listing 2-3 months away. IMO re-introduction of dividends very shortly. But most importantly being the market leader in a growth market as the opioid crisis continues to escalate in the USA.

Current SP of £19 is only £3.80 pre-consolidation. SP still has a long way to appreciate before reflecting "fair" value.

but When PFC starts confirming news of large contract wins which will propel SP back to a fair valuation. PI's don't know when news will drop but it will and at current SP and given level of shorts as well as FOMO kicking in, news will have a dramatic impact on SP
DYOR etc

but When PFC moves back to a "fair" valuation awaiting news of significant contract wins. Still an absolute gift at circa 73p. First SP range to gravitate to is 92p & thereafter £1+ . SP will seriously appreciate when news of large contract wins drops. Fully loaded & looking towards SP well North of £3+ & paying dividends.

US opioid crisis continues to escalate as street drugs are being tainted with highly-addictive fentanyl which is 50x stronger than heroin. Hardly surprising then that INDV is so in demand as sales & profits continue to increase. The imminent US listing (Spring 23) & possible return to paying dividends are further drivers as is takeover speculation.

Nothing left for the shorts now but to exit with as much of their profit as possible. Release of the TU has removed the fear of the unknown. PFC has work to do but is in an excellent position to capitalise on all the contracts that are up for grabs.

I think Asfari will be in for the duration. It's his "baby". Once the SP is £10+ again he may take a different view but would need to be a very good offer to prise PFC away from him. Before the SFO enquiry PFC was trading at £6+ so he will rightly regard the last 5 years as totally wasted. It was also paying 38c (about 30p now) per year dividends. Based on 85m shares that is approx £26m. He will very much want to get PFC back on track. BTW any SP below £2 is a very depressed price IMO.

Asfari will not be selling at this very depressed price. He will be buoyed by the large number of contracts up for grabs and will know that the SP in a year's time will be very different from where it is now. The SP could easily be £2-3+ in a year's time, maybe more dependent upon the contracts won. He will also be looking forward to a re-commencement of dividends which adds up to a tidy sum based on owning approx. 85m shares.

Only a matter of time now for the SP to gravitate back to a "fair" value. I am looking for 92p as first base and thereafter SP will be driven by contract wins that can drop at any time. I also believe that there was a strong element of "kitchen sinking" with the TU which gives Kawash a clean slate to build on. The large number of contracts in the offing make this a very attractive recovery play. The 3 main Directors buying shares yesterday also underpins the SP & generates confidence. Asfari has seen his very large investment in the company almost halve during the last month. He will be keen to get this company back on track and paying dividends asap.

The Directors know that the SP is a steal . How long now before the shorts turn tail?

Prior to recent events the SP bottom was about 92p, so current SP is about 25% below that price. I don't think it will be that long before the 92p price will be hit and thereafter it will be ongoing contract wins that will drive the price. The USS1.5B will be a good starter and if PFC can convert say 20% of the USS5.5B & say minimum 10% of the US$68B that will mean a total of US$9.4B of contracts. IMHO current SP is an absolute steal.

Today JPMorgan have cut Petrofac price target to 148 (170) pence - 'overweight'. I think the II's know where the SP is going. Shorts will have to close at some point & they have made their killing. Also what effect will winning the preferred bidder $1.5B contract have on the SP? I think today is the inflection point. The news is out, the bottom has been reached and PIs know that PFC is in a market with massive contracts awaiting to be awarded. PFC will get its share of these and this will be a completely different ball-game in the near future.