Market's view on Indivior
Published on April 2024
- There was a mention that if the company’s bullish forecast numbers with the final results are not met due to the issues mentioned in a statement, it might hint at a risk of missing rather than beating them.
- A stock watcher highlighted that the company is a high growth entity, suggesting that despite a poor quarter, full-year results usually surpass the aggregated quarters, and it’s crucial to determine if this quarter was an anomaly or a fundamental shift.
- Analysis was offered stating that the first quarter results do not align with full-year forecasts, indicating the company must compensate in subsequent quarters to meet forecasts.
- Performance figures were shared for Sublocade and Perseris, indicating a slight decrease in Perseris sales, which was described as disappointing.
- A watcher pointed out that despite the company reconfirming guidance, the market might be reacting to the possibility of future downgrades based on a slow start to the year.
- Observations were made on the company’s stock volatility and safety strategies in investment, suggesting a cautious approach due to unpredictable stock movements.
- Discussion occurred around whether to trust the company’s statement on temporary trading issues in certain sectors, indicating a split in investor confidence.
- It was noted that despite results perceived as positive and low trading volume, the stock price had fallen sharply, which was seen as a buying opportunity.
- Concern was expressed regarding the potential impact of a change in the company’s listing status on UK investor outflow and its standing in UK indices. There were doubts about the effectiveness of the company’s advisors concerning its stock market strategy.
- Positive external validation was referenced for OPVEE®, suggesting it has significant revenue potential which might not have been adequately publicized by the company.
- Discussions included the impact of daily stock price decreases on investor sentiment ahead of quarterly results, with hopes expressed for guidance upgrades.
- There was a brief mention of a target price upgrade by Jeffries.
- Concerns were noted about the nearly 10% price difference between the US and UK markets, with indications that the gap might be closing.