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Indivior raises 2026 guidance on SUBLOCADE strength, advances merger with Supernus

Aug 3, 2026, 6:34 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Key catalysts include raised 2026 guidance and a pending all-stock merger with Supernus, likely driving near-term stock re-rating; execution and integration risk remain, but constructive guidance and scale benefits support upside.

AI summary

What happened, with direct paths to the underlying reporting

Indivior posted strong Q2 2026 results with total net revenue of $343 million, up 14% YoY, and SUBLOCADE net revenue of $253 million, up 21% YoY. The company raised its 2026 guidance and disclosed an all-stock merger with Supernus to close in Q4 2026, signaling substantial scale and CNS-focused growth potential alongside ongoing SUBLOCADE momentum.

  • Q2 2026 total net revenue: $343m, +14% YoY; SUBLOCADE net revenue: $253m, +21% YoY.
  • Q2 2026 US SUBLOCADE net revenue $238m, +22% YoY; new starts 32,816, 18% dispense growth.
  • 2026 guidance raised: net revenue $1,295–$1,365m; SUBLOCADE $1,010–$1,050m; EBITDA $700–$740m.
  • Indivior to merge with Supernus in an all-stock deal; closing expected in Q4 2026.
  • Q2 2026 share repurchases: 4.66m shares for $175m; YTD: ~8.64m shares for $300m.

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