Indivior Q4 Earnings Call Highlights

Indivior (NASDAQ:INDV) executives told investors the company’s 2025 show reflected a “transition year” marked by advancement connected its “Indivior Action Agenda,” portion mounting expectations for faster maturation and improved profitability successful 2026 driven chiefly by SUBLOCADE.

Chief Executive Officer Joe Ciaffoni said the institution launched the Action Agenda successful July 2025 to maximize the business, grow interaction for patients with opioid usage upset (OUD), and make shareholder value. Management said it completed “phase one” of the plan—described arsenic “generate momentum”—and established a go-forward operating model.

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Indivior reported grounds SUBLOCADE nett gross of $856 million successful 2025, up 13% from 2024, and full nett gross of $1.24 billion, up 4% year-over-year. The institution besides reported adjusted EBITDA of $428 million for 2025, up 20%, alongside borderline improvement.

The institution besides highlighted steps to simplify its organization, with CFO Ryan Preblick stating non-GAAP operating expenses declined to $622 million for the year, down 5% year-over-year. Preblick said restructuring and simplification charges were $120 million successful 2025 (including $55 million successful the 4th quarter), with related currency costs of astir $28 million successful 2025.

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Management besides emphasized equilibrium expanse actions. Ciaffoni said Indivior paid an outstanding $295 million work tied to a bequest Department of Justice matter, which helium said eliminated a important aboriginal liability.

Chief Commercial Officer Patrick Barry said commercialized execution improved implicit the year, pointing to fourth-quarter metrics that included 12% dispense portion maturation year-over-year and 6% maturation versus the 3rd quarter. Barry said caller diligent starts successful the 4th fourth roseate 25% from the anterior year, with play caller diligent starts reaching all-time highs connected 3 occasions implicit the last 10 weeks of 2025.

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Barry said SUBLOCADE’s full class stock and caller diligent stock successful the U.S. “continued to stabilize successful the mid-70s.” He besides reported a grounds fig of progressive SUBLOCADE prescribers exiting 2025. In the 4th quarter, some full progressive prescribers and prescribers treating 5 oregon much patients accrued 14% year-over-year and astir 6% sequentially.

Executives discussed the company’s direct-to-consumer campaign, Move Forward successful Recovery, which launched Oct. 1, 2025. Barry said aboriginal indicators included accrued prompted consciousness versus the archetypal 4th of 2025 and a 60% summation successful branded online hunt measurement successful the 4th fourth compared to the months instantly anterior to the campaign. He added that usage of the “Find a SUBLOCADE Treatment Provider” instrumentality accrued 70%, and mean caller CRM enrollments roseate to astir 1,400 per month successful the 4th fourth from astir 60 per month earlier the campaign.