Indivior’s Strong 2025 Results and US$400 Million Buyback Might Change The Case For Investing In Indivior Pharmaceuticals (INDV)

• In February 2026, Indivior Pharmaceuticals, Inc. reported fourth-quarter 2025 sales of US$358 million and net income of US$102 million, alongside full-year 2025 sales of US$2.48 billion and net income of US$420 million, while reaffirming its 2026 net revenue outlook of US$1.13 billion to US$1.20 billion.
• The company also highlighted record SUBLOCADE net revenue growth and approved a new US$400 million share repurchase program, underscoring its focus on improving profitability, cash generation, and capital returns.
• Next, we’ll examine how Indivior’s reaffirmed 2026 guidance and new US$400 million buyback affect the earlier investment narrative.

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Indivior Pharmaceuticals Investment Narrative Recap

To own Indivior today, you have to believe its focus on long acting injectable treatment for opioid use disorder, especially SUBLOCADE, can keep translating into solid cash generation despite a concentrated product and geographic base. The latest earnings beat, much higher 2025 net income and reaffirmed 2026 revenue guidance support that view, while the key near term catalyst remains SUBLOCADE uptake and the biggest risk is that long acting injectable penetration in opioid use disorder remains stuck well below other chronic categories.

The new US$400 million share repurchase program sits alongside the reaffirmed 2026 guidance and record SUBLOCADE revenue, making it the most relevant update here. For investors watching how the Indivior Action Agenda and Phase II “Accelerate” will translate into actual cash flow, the decision to commit a sizable sum to buybacks highlights management’s confidence in ongoing cash generation, but it also sharpens the question of how much financial flexibility Indivior will retain if operating costs or market conditions change.

However, investors should also be aware that if long acting injectable adoption stalls well below expectations, the risk to Indivior’s growth and margins could…

Read the full narrative on Indivior Pharmaceuticals (it’s free!)

Indivior Pharmaceuticals’ narrative projects $1.2 billion in revenue and $477.5 million in earnings by 2028. This requires 1.7% yearly revenue growth and an earnings increase of about $353.5 million from $124.0 million today.

Uncover how Indivior Pharmaceuticals’ forecasts yield a $37.86 fair value, a 16% upside to its current price.

Exploring Other Perspectives

Before this news, the most optimistic analysts were assuming revenue of about US$1.3 billion and earnings near US$596 million by 2029, which looks far more upbeat than the baseline view that focuses on modest growth and cost control. When you compare that to renewed 2026 guidance and the emphasis on deepening SUBLOCADE penetration, you can see how different your conclusions might be if you think long acting injectables will truly scale or not.

Explore 4 other fair value estimates on Indivior Pharmaceuticals – why the stock might be worth over 3x more than the current price!

Reach Your Own Conclusion

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

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