Indivior第三季度总净营收3.56亿美元增13%，SUBLOCADE营收2.67亿美元创纪录，与Supernus合并定于11月2日交割
专注于阿片类药物使用障碍长效注射治疗的药企 Indivior 10月29日在 Richmond, Virginia 公布2026年第三季度业绩：季度总净营收3.56亿美元，同比增13%；主力产品 SUBLOCADE 净营收2.67亿美元，创季度纪录，同比增22%。
盈利指标同样创纪录：季度净利润1.37亿美元，摊薄每股收益1.12美元；非 GAAP 净利润1.61亿美元；调整后 EBITDA 2.11亿美元，同比增76%。净利率为39%，同比提升2,500个基点；调整后 EBITDA 利润率59%，同比提升2,100个基点。公司称 SUBLOCADE 在美国的净营收为2.52亿美元，同比增24%，主要由配药量增长17%带动；自上市以来，美国累计已有超过583,000名患者获处方该药。
首席执行官 Joe Ciaffoni 表示，第三季度 SUBLOCADE 营收与调整后 EBITDA 双创纪录，体现了业务实力与公司行动议程的严格执行；随着与 Supernus 的合并即将交割，该议程的三个阶段将全部完成。首席财务官 Ryan Preblick 表示，公司有望实现此前公布的2026年全年指引（不计收购影响），强劲的现金生成使季度末现金与投资达到3.32亿美元。
全年指引方面，公司此前的2026年指引为净营收12.95亿至13.65亿美元、SUBLOCADE 净营收10.10亿至10.50亿美元、调整后 EBITDA 7.00亿至7.40亿美元；公司说明，若合并按计划于11月2日完成，该指引将不再适用。
Indivior 与 Supernus 于2026年8月宣布以全股票对等合并方式组建一家专注于中枢神经系统领域的生物制药公司，股东已于10月批准交易。合并完成后，合并公司将以 Supernus, Inc. 名义运营，自11月3日起以代码 SUPN 在纳斯达克交易。
Indivior Q3 Net Revenue Rises 13% to $356 Million as SUBLOCADE Hits Record $267 Million; Supernus Merger Set to Close November 2
Indivior Pharmaceuticals reported third-quarter 2026 results on October 29 in Richmond, Virginia. Total net revenue for the quarter ended September 30, 2026 was $356 million, up 13% year over year. Net revenue from SUBLOCADE, its long-acting injectable treatment for opioid use disorder, rose 22% to a record $267 million.
GAAP net income reached a record $137 million, or $1.12 diluted earnings per share, and non-GAAP net income was a record $161 million. Adjusted EBITDA was a record $211 million, up 76%, with an adjusted EBITDA margin of 59%, up 2,100 basis points. U.S. SUBLOCADE net revenue rose 24% to $252 million, driven mainly by 17% growth in dispense unit volume; more than 583,000 U.S. patients have been prescribed SUBLOCADE since launch.
CEO Joe Ciaffoni said the quarter delivered record SUBLOCADE revenue and record adjusted EBITDA, and that the imminent closing of the merger with Supernus will complete all three phases of the Indivior Action Agenda. CFO Ryan Preblick said the company is on track to achieve its previously communicated full-year 2026 guidance excluding the merger's impact, with cash and investments reaching $332 million at quarter end. That standalone guidance called for net revenue of $1,295 million to $1,365 million and adjusted EBITDA of $700 million to $740 million.
Indivior and Supernus announced a merger of equals in August 2026 to create a diversified, CNS-focused biopharmaceutical company, and shareholders approved the deal in October. The merger is expected to close on November 2, 2026, after which the combined company will operate as Supernus, Inc. and trade on Nasdaq under the ticker SUPN beginning November 3.
来源：GSM·美国（原文链接）
图片来源：图：Virginia 州 Richmond 市天际线，Indivior 美国总部所在地。照片：Bdl2001 摄，CC BY 4.0，经 Wikimedia Commons。 / The skyline of Richmond, Virginia, where Indivior's U.S. operations are based. Photo: Bdl2001, CC BY 4.0, via Wikimedia Commons.
