Indivior Expects 2024 Net Revenue Of $1.15B-$1.215B Vs. Consensus Of $1.215B; Adjusted Gross Margin Of Low Mid 80% Range; Adjusted Operating Income Of $285M-$320M
Indivior Expects 2024 Net Revenue Of $1.15B-$1.215B Vs. Consensus Of $1.215B; Adjusted Gross Margin Of Low Mid 80% Range; Adjusted Operating Income Of $285M-$320M
FY 2024 Guidance On July 9th, the Group updated its financial guidance for FY 2024 to reflect continued near-term adverse market dynamics impacting SUBLOCADE NR growth as well as the initial commercial adoption of OPVEE and the cessation of PERSERIS sales and marketing. The guidance set out is unchanged from the July 9th guidance. At the midpoint, the Group expects solid adjusted operating profit growth of 12% and adjusted operating margin expansion of approximately 100 basis points. Guidance assumes no material change in exchange rates for key currencies compared with FY 2023 average rates, notably USD/GBP and USD/EUR. FY 2024 Net Revenue (NR) SUBLOCADE NR OPVEE NR PERSERIS NR $1,150m to $1,215m (+8% at midpoint vs. FY 2023) $765m to $805m (+25% at midpoint vs. FY 2023) $9m to $14m1 $27m to $33m SUBOXONE Film Market Share Adjusted Gross Margin Adjusted SG&A R&D Adjusted Operating Profit Assumes historic rate of share decline in FY 2024 of 1 to 2 percentage points and the potential impact from a fourth buprenorphine/naloxone sublingual film generic in the U.S. market Low to mid-80s % range ($550m) to ($560m) ($120m) to ($130m) $285m to $320m (+12% at midpoint vs. FY 2023)
2024財年指引 7月9日，集團更新了其2024財年的財務指引，以反映長期不利的市場環境對SUBLOCADE NR增長的影響以及OPVEE的初步商業採用和PERSERIS銷售和營銷的終止。所述指引與7月9日的指引相同。在中間點上，集團預期調整後的運營利潤增長約爲12％，調整後的運營利潤率擴張約100個點子。指引假定主要貨幣與FY2023平均匯率相比沒有重大變化，尤其是USD/GBP和USD/EUR。2024財年淨收入（NR）SUBLOCADE NR OPVEE NR PERSERIS NR爲1.15億至1.215億美元（中間點較FY2023增長8％），7650萬至8050萬美元（中間點較FY2023增長25％），900萬至1,401萬美元，2,700萬至3,300萬美元。SUBOXONE Film市場份額調整後毛利調整後SG&A R&D調整後的營業利潤假設FY2024股份歷史性下降率爲1至2個百分點，並考慮第四種美國市場布匹諾啡/納洛酮舌下膜的潛在影響。低至中80％的區間（5.5億美元）到（5.6億美元），1200萬美元至1.3億美元，2.85億至3.2億美元（中間點較FY2023增長12％）。