Member Info for idkmybffjill

My guess is not much until first official earnings after the listing? So July/August?

I think Norway is where he wants to focus.

3 months worth of losses almost recovered in 3 days.

ShearClass, xtw2, mythaar, are you guys on any other platforms like twitter? Would be nice to get a group chat going with fellow shareholders. I'm in a telegram group for another UK stock I'm in (Kistos).

Value Investors Club discussion on INDV stock.

“ This settlement is only for a portion of the potential liability. The MDL covers the states (41 states and DC), direct purchasers (distributors), and end payors (insurance companies). Therefore, this $102.5m settlement only covers the first of the three potential liabilities.

Despite not being a full resolution of the MDL, we believe this is positive as INDV lost almost $1bn of market cap following the announcement of the MDL provision. The $102.5m which is being described as "in line" with the initial provision should give investors some confidence that the ultimate settlement amount will not exceed the $290m provision. This is important because part of the overreaction was when management stated that the settlement amount "could ultimately be higher or lower". Assuming they settle for $290m, INDV should recover a substantial portion of the loses incurred after they announced Q4 earnings.

INDV is most likely trying to settle all of these liabilities before officially listing in the US (June 12th), so there could be further announcements this week. “

That is fascinating. Aren't the generics supposed to literally be identical to Suboxone?? How are they causing issues lol

Not to mention revenue growth next year from OPVEE.

The only big ? is how much Suboxone revenue we will see going forward. Right now, market share has been stable. But a 4th generic enters the market later this year...will it make a difference? Maybe not.

Where can I listen to this? Is there a transcript?

“Great news and at the last presentation, they were strongly hinting that they were progressing well with the mediation to settle.”

Was this from the commentary? I didn’t see anything in the slides that particularly hinted at this

This is excellent news. They settled for about 1/3 of the charge they took.

Wait no, I read that wrong!!

It’s only $102 million??

Https://otp.tools.investis.com/clients/uk/indivior2/rns/regulatory-story.aspx?cid=971&newsid=1692361

Looks like it’s the $290 million charge they originally reserved against.

Stock is still yawning here. I wonder what the catalyst is here. Hopefully the NASDAQ listing drives some buying.

FYI, Dutch taxes don't apply below 47 euro TTF.

How do we know that taxes for last year haven’t already been paid and are already reflected in the Kistos March 31st net cash numbers given in the Mime acquisition press release?

Just noticed something I should’ve seen sooner.

So in the January operational update, Kistos had 129 net cash at end of 2022.

For the Mime PR, it mentions Kistos had 182 million net cash at March 31st.

So they generated 52 million euro in FCF in the first 3 months of the year?

Current market cap is 246 million euros.

Mythyaar, thanks for your thoughts. I think it’s safe to say, we have a clean runway overall looking ahead. The NASDAQ uplisting should be a catalyst, as it brings in new investors.

One follow up thought… Indivior having 2% market share target for the $1.5 billion Sublocade revenue target. What are the other big opioid drugs? If you only have 2% market share, can’t someone bigger basically outcompete you? I guess I am trying to get a better understanding of the different drugs in the opioid market.

Copying pasting from another investor site I’m a member of:

“In the last 2 days-

Bad news:

- Brixadi approved and will compete directly with Sublocade

- https://www.camurus.com/media/press-releases/2023/camurus-announces-fda-approval-of-brixadi-for-the-treatment-of-moderate-to-severe-opioid-use-disorder/

- https://www.fda.gov/news-events/press-announcements/fda-approves-new-buprenorphine-treatment-option-opioid-use-disorder?utm_medium=email&utm_source=govdelivery

- Any color on Braeburn's current financial position and ability to launch? Braeburn owes $35M on approval here.

Good news

- OPNT003 (OPVEE) approved

- We owned/followed OPNT closely. I think this sells well north of the $150M estimate at the time of acquisition. Narcan did $430M in 2021 before it went generic and OPVEE has a chance to be the one first responders carry.

- Indivior Nasdaq listing starts trading June 12”

Okay so I found the original bond listings on the Oslo Stock Exchange. It shows whenever the bonds weee bought back. Most recent transaction was in January.

This was on one of the bonds, since bond holders need to see financials:

“ Kistos NL2 B.V.’s 2022 Annual Report & Accounts is not expected to be published

until the second half of May 2023. This is in line with the anticipated timing

of the publication of the 2022 accounts of Kistos Holdings plc (Kistos NL2

B.V.’s ultimate parent company), which have been delayed due to the proposed

acquisition of Mime Petroleum A.S., which was announced on 19 April 2023.”