Indivior Presents New Data at CPDD Demonstrating that High Buprenorphine Exposure May Improve Treatment Outcomes in High Fentanyl Users

Indivior's research indicates that a 300mg dose of SUBLOCADE may improve outcomes for opioid use disorder (OUD) patients with heavy fentanyl use, showing significant reductions in opioid use without new safety concerns. Additional Indivior-funded studies highlight barriers to OUD treatment among American Indian/Alaska Native (AI/AN) populations, revealing disparities in access to medication for opioid use disorder (MOUD) and the need for culturally appropriate care, with patients treated with MOUD exhibiting lower emergency department utilization.

Analysis

Indivior's recent research presentations provide significant insights into the efficacy of SUBLOCADE and the challenges in opioid use disorder (OUD) treatment. A post-hoc analysis demonstrated that a 300 mg maintenance dose of SUBLOCADE may improve treatment outcomes for OUD patients with heavy fentanyl use, with average weekly opioid use dropping from over 40 instances to fewer than 3 by Week 3 and sustained through Week 38, without new safety concerns. This finding is particularly relevant given the escalating fentanyl crisis. Concurrently, Indivior-funded research highlighted substantial barriers to OUD treatment for American Indian/Alaska Native (AI/AN) populations, including stigma and institutional challenges, despite these communities facing disproportionately high overdose rates. Notably, a claims database analysis involving over 75,000 AI/AN patients indicated that those receiving any form of Medication for Opioid Use Disorder (MOUD) had lower all-cause emergency department utilization compared to untreated individuals, underscoring the benefits of MOUD and the critical need to improve access. These collective findings support Indivior's strategic focus on addressing challenging treatment settings and expanding access to care, which aligns with the high positive sentiment (0.85 for INDV ticker) and optimistic tone identified in the associated data signals.

Key Decisions for Investors

• Investors should consider the positive clinical data for the 300mg SUBLOCADE dose in heavy fentanyl users as a potential catalyst for increased adoption and market share, addressing a critical segment of the OUD patient population.
• Indivior's commitment to researching and addressing treatment disparities in underserved groups, such as the AI/AN population, could unlock new market segments and enhance the company's long-term growth profile and social impact credentials.
• Given the strongly positive sentiment and the research focus on expanding treatment efficacy and access, investors may find it pertinent to evaluate Indivior's current valuation in light of these developments and its potential for sustained growth in the OUD market.
• Monitor future data releases and real-world evidence on SUBLOCADE's performance, particularly in diverse patient populations, as well as company initiatives to overcome identified treatment barriers, which will be key indicators of continued success.