Indivior Pharmaceuticals Gestione
Criteri Gestione verificati 0/4
Indivior Pharmaceuticals Il CEO è Joe Ciaffoni, nominato in May2025, e ha un mandato di 1.33 anni. la retribuzione annua totale è $ 18.87M, composta da 3.6% di stipendio e 96.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.6% delle azioni della società, per un valore di $ 24.78M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.3 anni e 2.5 anni.
Informazioni chiave
Joe Ciaffoni
Amministratore delegato
US$18.9m
Compenso totale
| Percentuale dello stipendio del CEO | 3.60% |
| Mandato del CEO | 1.3yrs |
| Proprietà del CEO | 0.6% |
| Durata media del management | 1.3yrs |
| Durata media del Consiglio di amministrazione | 2.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
INDV: Merger And Special Dividend Will Support Turnaround Repricing
Analysts have raised their price target on Indivior Pharmaceuticals stock from $50 to $53, citing recent Q2 results, updated guidance, the planned merger with Supernus, and expectations for stronger revenue growth, slightly higher profit margins, and a lower future P/E multiple. Analyst Commentary Bullish analysts see the recent moves around Indivior Pharmaceuticals as a sign that the stock is gaining traction with the market.
INDV: Turnaround Plan And Index Additions Will Drive Earnings Momentum
Analysts lifted their fair value estimate for Indivior Pharmaceuticals stock from about $37.86 to roughly $50.83, citing expectations for stronger revenue growth, a higher future P/E, and an improved earnings trajectory supported by Indivior's turnaround plan, which is focused on accelerating Sublocade and profitability. What’s in the News for Indivior Pharmaceuticals Indivior Pharmaceuticals was added to the Russell 2000 Defensive, Russell 2000 Growth-Defensive, and Russell 2000 Value-Defensive Indexes on 27 June 2026, broadening its presence across multiple benchmarks and potentially influencing index-tracking fund activity.INDV: Raised Guidance And Buybacks Will Support A Turnaround Repricing
Analysts have lifted their price target for Indivior Pharmaceuticals from $50 to about $58, citing expectations for improved revenue growth, a slightly higher discount rate, adjusted profit margins, and a modestly higher future P/E multiple. These expectations are supported by recent research highlighting the company's turnaround plan and its focus on accelerating Sublocade and profitability.Indivior Pharmaceuticals (INDV) Stock Could Be 23% Undervalued As Cost Cut Narrative Builds
Indivior Pharmaceuticals (INDV) is back in focus after fresh attention on its role in treating opioid dependence, prompting investors to reassess the stock’s recent performance and current valuation based on publicly available financial metrics. See our latest analysis for Indivior Pharmaceuticals. The recent focus on Indivior Pharmaceuticals comes against a backdrop of steady gains, with a 30.72% 90 day share price return and a very strong 1 year total shareholder return of 175.54%,...Indivior: A Stronger Business Than When I First Covered It
Summary Indivior Pharmaceuticals (INDV) is focused on opioid addiction recovery, with SUBLOCADE as its flagship product. Sustained revenue from SUBLOCADE's monthly injection model differentiates INDV from generic addiction treatments. My previous Buy rating was based on the market undervaluing SUBLOCADE's earnings power and operational turnaround potential. The investment thesis has exceeded expectations, validating the strength of INDV's business model and product economics. Read the full article on Seeking AlphaIndivior: Trying To Break Addiction
Summary Indivior PLC's stock has seen headwinds recently due to increasing competition and poor performance but has potential for recovery with a new CEO and strategic changes. Sublocade, Indivior's key product franchise, faces competition but shows promise with expanded FDA approval and a stabilizing market share. Despite litigation risks and financial challenges, analysts remain optimistic, projecting growth in the buprenorphine market and potential stock recovery. An analysis around INDV stock follows in the paragraphs below. Read the full article on Seeking AlphaIndivior: This Value Stock Has Over 100% Upside Potential If Market Share Stabilizes In 2025
Summary Indivior is a $970m small-cap facing to transitory headwinds resulting in extremely negative sentiment and fascinatingly low valuation. Due to the extreme mis-pricing I argue Indivior offers investors great risk/reward asymmetry with upside potential of 104% based on today's share price of $7.46. Temporary headwinds like Medicaid disenrollments, market share loses affecting Sublocade growth and ongoing antitrust litigations are priced in at a current forward EV/EBITDA of 2.3x. With new competition from Brixadi, Sublocade maintains 80% market share across new patients. With LAI's low-7% penetration in BMAT, having both options on the market raises awareness for both drugs. The BMAT (Buprenorphine-Medically-Assisted-Treatment) market is expected to grow at a 9.9% CAGR over the next 8 years in the US. Read the full article on Seeking AlphaIndivior: Management Takes Advantage Of Sell-Off As Board Approves Another $100m Buyback
Summary Indivior shares sold off on July 9th due to unexpected negative news from management, including the discontinuation of the schizophrenia drug Perseris and lower Sublocade guidance. Below, I argue why the market overreacted to Sublocade's lower FY24 guidance and why I expect Sublocade to continue growing. Current valuation indicates a FY24 EV/EBITDA multiple of sub 5x, offering an attractive entry point if Sublocade sales prove to be robust in the long term. Confidence in Sublocade was signalled by the board's approval of an "accelerated" $100 million repurchase program, which represents 6% of outstanding shares at the current share price of $12.5. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$356m |
| Mar 31 2026 | n/a | n/a | US$252m |
| Dec 31 2025 | US$19m | US$680k | US$210m |
| Sep 30 2025 | n/a | n/a | US$128m |
| Jun 30 2025 | n/a | n/a | US$108m |
| Mar 31 2025 | n/a | n/a | -US$7m |
| Dec 31 2024 | US$4k | n/a | US$7m |
Compensazione vs Mercato: La retribuzione totale di Joe ($USD 18.87M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 7.02M ).
Compensazione vs guadagni: La retribuzione di Joe è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Joe Ciaffoni (55 yo)
Mr. Joseph J. Ciaffoni, also known as Joe, served as Independent Non-Executive Director at Indivior Pharmaceuticals, Inc. (formerly known as Indivior PLC) since December 17, 2024 until May 2025 and serves...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$18.87m | 0.60% $ 24.8m | |
| Chief Financial Officer | 6.3yrs | US$3.59m | 0.21% $ 8.6m | |
| Chief Scientific Officer | 11.8yrs | US$4.18m | 0.15% $ 6.1m | |
| Chief Legal Officer | 4.8yrs | US$3.52m | 0.038% $ 1.6m | |
| Chief Commercial Officer | 1.3yrs | US$5.32m | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Integrity & Compliance Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | 2yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Corporate Affairs | 1.2yrs | Nessun dato | Nessun dato | |
| Chief Medical Officer | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Manufacturing & Supply | less than a year | Nessun dato | Nessun dato | |
| Company Secretary | 1.3yrs | Nessun dato | Nessun dato |
Gestione esperta: Il team dirigenziale di INDV non è considerato esperto (durata media 1.3 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$18.87m | 0.60% $ 24.8m | |
| Independent Non-Executive Director | 1.7yrs | US$186.70k | 0.017% $ 719.9k | |
| Lead Independent Director | 5.5yrs | US$251.56k | 0.010% $ 426.5k | |
| Independent Non-Executive Director | 1.2yrs | US$140.00k | 0.0047% $ 194.7k | |
| Independent Non-Executive Director | 4.3yrs | US$220.47k | 0.0049% $ 199.6k | |
| Independent Non-Executive Director | 5.5yrs | US$217.51k | 0.017% $ 717.5k | |
| Independent Non-Executive Chairman | 2.3yrs | US$441.03k | 0.017% $ 709.7k | |
| Independent Non-Executive Director | 2.8yrs | US$196.79k | 0.0081% $ 332.2k |
Consiglio di amministrazione esperto: Il consiglio di amministrazione di INDV non è considerato esperto (durata media del mandato 2.5 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/20 04:56 |
| Prezzo dell'azione a fine giornata | 2026/09/18 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Indivior Pharmaceuticals, Inc. è coperta da 10 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Glen Santangelo | Barclays |
| Graham Glyn Parry | BofA Global Research |
| Chase Knickerbocker | Craig-Hallum Capital Group LLC |