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北京时间·🕒 发布 08-03 18:37:22时区推断·⟳ 抓取 08-03 18:37:31·⚡ 决策 08-04 08:44:28 +14h06m·84.6 天前
Indivior二季度EPS和收入超预期并上调2026年收入指引
Q2 Non-GAAP EPS为1.15美元、超预期0.23美元，收入3.43亿美元、超预期3545万美元。
📄 原文Seeking Alpha↗ 原文
Indivior Non-GAAP EPS of $1.15 beats by $0.23, revenue of $343M beats by $35.45M
Indivior press release (INDV): Q2 Non-GAAP EPS of $1.15 beats by $0.23. Revenue of $343M (+13.6% Y/Y) beats by $35.45M.…
不做 Indivior（INDV.US）
同一INDV二季度业绩超预期并上调指引催化已在08-03 11:28 UTC处理，当前不重复出卡。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 high · price-in 风险 high ↗
消息传播链
- Seeking Alpha转述Indivior二季度EPS、收入超预期以及全年收入指引上调。市场反应:INDV最新报价37.37美元，较前收40.01美元下跌6.6%，说明同日合并条款等因素主导交易。
- 2026-08-03 11:28 UTC其它processed_events非一手已处理库已有“Indivior被报道业绩超预期并上调指引”决策记录，判为同一具体催化。
关键理由
- Q2 Non-GAAP EPS为1.15美元、超预期0.23美元，收入3.43亿美元、超预期3545万美元。
- SUBLOCADE季度净收入2.53亿美元、同比增长21%，公司将2026年收入指引上调至12.95亿至13.65亿美元。
- 同一INDV业绩/指引催化已在近72小时已处理库中出现，当前不再重复出卡。
主要风险
- 同日另有Supernus与Indivior全股票合并及特别股息消息，价格反应由业绩和交易条款共同驱动，难单独归因。
反向证据
- 做多前查反向 · 来源 search_processed_events · 日期 2026-08-04 · 影响 invalidates
命中08-03 11:28 UTC同一业绩/指引催化和后续并购相关转述，重复风险直接否决新卡。
检索:processed events INDV.US 72h
工具调用 · 历史记录,结果未知(2 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
原文全文
展开原文 · 995 字
Indivior press release (INDV): Q2 Non-GAAP EPS of $1.15 beats by $0.23.
Revenue of $343M (+13.6% Y/Y) beats by $35.45M.
Record Quarterly Total SUBLOCADE® Net Revenue of $253 Million in Q2'26, Up 21% YoY
As of June 30, 2026, over 545,000 patients in theU.S. have been prescribed SUBLOCADE since launch.
Grew total SUBLOCADE net revenue 21% year-over-year to $253 million.U.S. SUBLOCADE net revenue increased 22% year-over-year to $238 million versus the prior year, driven by 18% dispense unit volume growth. New patient starts of 32,816 were a record. Net revenue also benefited from more favorable price/mix and gross-to-net adjustments.
Raising Full-Year 2026 Financial Guidance:
Full-year financial guidance assumes no material change in exchange rates for key currencies compared with 2025 average rates, notably USD/GBP and USD/EUR.
Prior FY 2026 Guidance (4/30/2026)
Revised FY 2026 Guidance
Net Revenue
$1,215 million to $1,285 million
$1,295 million to $1,365 million vs $1.26B consensus
Revenue of $343M (+13.6% Y/Y) beats by $35.45M.
Record Quarterly Total SUBLOCADE® Net Revenue of $253 Million in Q2'26, Up 21% YoY
As of June 30, 2026, over 545,000 patients in theU.S. have been prescribed SUBLOCADE since launch.
Grew total SUBLOCADE net revenue 21% year-over-year to $253 million.U.S. SUBLOCADE net revenue increased 22% year-over-year to $238 million versus the prior year, driven by 18% dispense unit volume growth. New patient starts of 32,816 were a record. Net revenue also benefited from more favorable price/mix and gross-to-net adjustments.
Raising Full-Year 2026 Financial Guidance:
Full-year financial guidance assumes no material change in exchange rates for key currencies compared with 2025 average rates, notably USD/GBP and USD/EUR.
Prior FY 2026 Guidance (4/30/2026)
Revised FY 2026 Guidance
Net Revenue
$1,215 million to $1,285 million
$1,295 million to $1,365 million vs $1.26B consensus
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