Stonepine Capital Reduces Indivior Stake by $2.75 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 28 2025
0mins
Source: Fool
- Share Reduction: Stonepine Capital Management sold 250,000 shares of Indivior PLC in Q3, reducing its position value by approximately $2.75 million, bringing its holdings down to 100,000 shares worth $2.41 million, reflecting a cautious approach amid market volatility.
- Position Percentage Decline: Following this sale, Indivior now represents only 1.96% of Stonepine's reportable AUM, down significantly from 5.06% in the previous quarter, indicating a strategic reallocation of the investment portfolio.
- Performance Highlights: Indivior reported $314 million in revenue for Q3, with SUBLOCADE sales increasing 15% year-over-year to $219 million, driving a 14% rise in adjusted EBITDA to $120 million, suggesting improving fundamentals for the company.
- Future Outlook: Indivior's management raised its full-year 2025 revenue guidance to between $1.18 billion and $1.22 billion, while also planning to achieve at least $150 million in annual operating expense savings starting next year, demonstrating confidence in sustained growth prospects.
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Analyst Views on INDV
Wall Street analysts forecast INDV stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for INDV is 38.00 USD with a low forecast of 35.00 USD and a high forecast of 41.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 35.380
Low
35.00
Averages
38.00
High
41.00
Current: 35.380
Low
35.00
Averages
38.00
High
41.00
About INDV
Indivior PLC is a global pharmaceutical company engaged in developing medicines to treat substance-use disorders (SUD). The Company provides treatment for addiction, including SUBLOCADE (buprenorphine extended-release) injection for subcutaneous use, a long-acting injectable (LAI) for opioid use disorder and OPVEE (Nalmefene) nasal spray for opioid overdose recovery. Its core products include SUBOXONE Film, SUBOXONE Tablet, SUBUTEX Tablet, OPVEE (nalmefene), and SUBLOCADE. SUBOXONE Film is a buprenorphine and naloxone sublingual film. SUBOXONE Tablet is a buprenorphine and naloxone sublingual tablet. SUBUTEX Tablet is a buprenorphine sublingual tablet. SUBOXONE Film, SUBOXONE Tablet, SUBUTEX Tablet, and SUBLOCADE are treatments for opioid use disorder (OUD). In addition to its commercially available products, its product pipeline includes two drug candidates for the treatment of OUD. The Company sells its products in the United States and in other selected areas of the world.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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