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The true current value of the company in terms of SP is well north of £3 IMO and this excludes any potential takeover premium. The move into CUD has enormous potential and is a natural progression for INDV cementing its position as market leader in SUD. As the DOJ trauma wears off the SP will appreciate as value considerations take precedence. Interim results due shortly (possibly July) so should see further appreciation in SP over the next few weeks.

The true current value of the company in terms of SP is well north of £3 IMO and this excludes any potential takeover premium. The move into CUD has enormous potential and is a natural progression for INDV cementing its position as market leader in SUD. As the DOJ trauma wears off the SP will appreciate as value considerations take precedence. Interim results due shortly (possibly July) so should see further appreciation in SP over the next few weeks.

Expect a strengthening of SP as head towards 1 July Interims with prospect of further dividend.

RNS just out with respect to an agreement leading to securing the global rights to new treatment for CUD. Apparently 10% of cannabis users in USA had a CUD in 2019 amounting to 4.8 million people. However, there is no FDA approved medication for CUD. This further underpins INDV's position as the market leader in SUD (Substance Use Disorder).

"Our heritage and focus is helping address unmet needs for people struggling with substance use disorders," said Mark Crossley, Chief Executive Officer. "Increasing prevalence of cannabis from the growing movement to legalize medical and recreational marijuana use is leading to greater concern for the potential of adverse outcomes, including elevated addiction risk2. Cannabis is the most commonly used substance of abuse in the US after alcohol and tobacco3; however, we have no FDA-approved medications for cannabis-related disorders, which are complex and concerning. AEF0117 is the most advanced new chemical entity under investigation in the clinic and potentially represents a unique opportunity to address a growing unmet public health need."



Over 48 million4 people used marijuana in the U.S. in 2019 and 4.8 million4 people had a CUD during the same period. The United Nations also recently estimated that 192 million people globally used cannabis in 20185, making it the most used drug in the world. The most recent global burden of disease study including 195 countries over the 1990-2016 period estimated that 22.1 million people met the diagnostic criteria for CUD (289.7 cases per 100,000 people)6.



"We are excited about the potential for our partnership with Aelis," said Christian Heidbreder, Chief Scientific Officer. "Our collaboration to advance the clinical development of AEF0117 reflects the success of our Connect and Develop R&D strategy that seeks to marry our drug discovery and development capabilities with innovators targeting the most promising pharmacological mechanisms in substance use disorders and related CNS diseases. Favorable data in support of Aelis' new CB1-SSis have the potential to yield the necessary clinical proof of concept to advance AEF0117 closer to regulatory approval as the first medication to treat CUD."

Broker Shore Capital said it doubts a Court will go against the wishes of creditors, especially when the majority voting in favour is likely to be so large, and it noted that the FCA has already said it is not proposing to take any additional regulatory action that might stope the scheme were it to be agreed by the creditors and sanctioned by the court.

"Amigo has also previously indicated that the business would be forced into insolvency proceedings if the scheme fails to win approval, in which case claimants would get nothing. As such, if the FCA was to be successful in stopping the scheme going ahead, this would likely see an even worse outcome for claimants, thus defeating its own objective.

"We think the FCA likely knows this and therefore is simply trying to be seen to do the right thing."

The Court will back Creditors vote rather than FCA who are basically saying that Creditors can't make a rational decision about how to vote. If that were applied to political elections there would never be any.

Received below article today from Energy & Capital which although referencing another Gold Miner is still applicable to GGP. Hardly rocket science given the Biden "stimulus" to the US economy that inflation will dramatically increase and Gold will go through the roof. LTH's will not need any reassurance that GGP is seriously under-valued but may assist new investors to realize the incredible opportunity that the current GGP SP represents.
Energy and Capital
4 Trillion Reasons to Own Gold Right Now

Rupert Hargreaves at Motley Fool makes the following comment about INDV in a recent (27th March) recommendation:
"Based on current estimates, the stock trades at a forward P/E of 8.7 for 2022, compared to the sector average of 18.
While these are just estimates, I think they illustrate Indivior’s potential. That’s why I’d buy the stock today."
Based on the sector average P/E of 18 as opposed to INDV's 8.7 means that INDV would need to be approx £2.60 to have a sector P/E average of 18. No wonder the SP has been heading North over the last few days.
The other factor that could well be motoring the SP is the interest of large PHARMA. INDV is market leader in opioid addiction treatment which is a growth market. It also has a grossly under-valued SP compared to the market average. It is ripe for takeover and must be a target for several large PHARMA companies. This may have influenced recent changes in governance and also explain Scopia's (INDV's largest investor with 16.9%) being given a seat on the board. When being involved in a bid war it makes sense to have the largest II on side as well as seasoned industry experts with large PHARMA backgrounds to assist. Interesting times ahead.

shareholder and significantly strengthening the board is very positive for the company from a growth perspective. The skills of the new board members and closely working with Scopia will also be very beneficial managing takeover advances (as & when they occur) from large PHARMA.

which will satisfy all parties. The BoD have already built that into their opening position IMO. Deals are fluid and are subject to amendment. This proposed deal is no different.

invest in PFC. Buy trades are in obvious ascendancy & SP firming as investors look to avoid missing the rebound...

be invested in Petrofac. If bottom has not yet been reached then it soon will be & then the only way is up... Unbelievable opportunity to make a massive return...

Just keep adding at these bargain basement prices. Current SP bears zero relation to the "true" worth of the company.

Mention made by a poster yesterday that ADNOC accounted for less than 10% of PFC's order intake. Again high-lights the massive over-reaction to the RNS. PFC trading at about £1.30 before the news broke should have seen maybe up to 10-15p price reduction not a current 32p hit or 25% reduction on the SP. Strong buy & ready to fly.

Other posters have already shared the enormous disparity between PFC's net value per share & its current SP. Once the current hysteria has subsided PFC will gravitate upwards to a SP that correctly reflects its MV. When the SFO closes its enquiry this should eventually be well North of £4 IMO.

A strategic position in the company at this stage & at this price for a wide range of organisations is compelling. Yesterday's RNS high-lighted the short-term nature of ADNOC's decision (ADNOC confirmed that its decision will be reviewed on a periodic basis) & reflects frustration with the SFO's long-running enquiry. PFC again confirmed that "no charges have been brought against any Petrofac Group company or any current officer or employee." IMO the upside far outweighs the down.

At this lowball price has to be a target for a predator

not wanting to miss the massive re-bound...

I'm looking for news of further good sales advances in SUBLOCADE (in particular) and PERSERIS with SUBOXONE still maintaining relatively good volume given generics competition. Re-instatement of dividend would be nice as a thank you to LTH's after all the turmoil of previous 2 years. A combo of these would propel the SP towards the £2 SP but even without a small dividend if sales are advancing strongly & with (almost certainly IMO) large PHARMA having INDV in their sights the SP will motor.

In the January 15th RNS issued by INDV the following information was disclosed "Admiral Brett Giroir, M.D., Assistant Secretary for Health, U.S. Department of Health and Human Services reinforced the role of MAT (Medical Assisted Treatment) in helping people in recovery noting, “The medical evidence is clear: access to medication-assisted treatment, including buprenorphine that can be prescribed in office-based settings, is the gold standard for treating individuals
suffering from opioid use disorder.” The patient need for greater access to providers and evidence-based treatment, including counseling, has never been more urgent. According to recent data released by the Centers for Disease Prevention and Control (CDC), drug overdose deaths reached a record high in 2020 for the 12-month period ending in June 2020. More than 83,000 drug overdose deaths were recorded, a 21% increase over the previous year.
The use of "Gold Standard" will not have been missed by large PHARMA & buying INDV represents an easy & cheap way to becoming market leader in this increasingly important heath care sector. Now that the DoJ and Reckitt claims have been put to bed it may be that following the release of final results on 18th February large PHARMA interest will begin to make itself known. IF it does, INDV will motor & £1.85 will only be seen a long way back in the rear view mirror. If it doesn't INDV's SP will continue to appreciate towards its "true" MV which IMO is well north of £3. Obviously DYOR

The removal of the Reckitt Benckiser overhang should allow operational strength to drive the story at opioid addiction treatment maker Indivior, Citi said on Tuesday.
Indivior shares were sharply higher after Reckitt Benckiser said late on Monday that it will withdraw a $1.4bn claim against the company. Indivior has agreed to pay the consumer goods giant $50m to end the legal battle related to a US probe into opioid addition.

Citi said that after a long period of litigation dominating the debate, firstly with Department of Justice indictment and more recently with a claim from Reckitt, the stock should now benefit from "the demonstrated progress in the last year".

The bank said the rollout of Sublocade is regaining momentum after a Covid-related stall, while Suboxone film continues its "resilient" performance against branded and generic competitors.

In addition, Perseris has similarly staged a recovery from Covid-related rollout issues, Citi said.

It also expects the recent UK Supreme Court ruling on buprenorphine prescribing to provide a further tailwind to market volumes in 2021.

The bank reiterated its 'buy' rating on the shares and lifted the price target to 185p.

"Given the recent operational progress, we expect the shares to recover today to at least the highest level after the DoJ settlement and before the RB claim was announced in November," it said.

INDV SP now gaining momentum on back of its core products SUBLOCADE, SUBOXONE & PERSERIS doing much better than previously expected. Removal of legal overhangs is now allowing Brokers to value on trading performance with consequent higher price targets.