Business Context and Reporting Period
This Form 8-K Current Report was filed by Indivior Pharmaceuticals, Inc. on September 9, 2026. The filing addresses a material change in the company's supply chain operations regarding its core products, SUBOXONE® Tablets and SUBUTEX® Tablets.
Key Financial Metrics
The filing does not provide specific revenue, profit, cash flow, margin, debt, or liquidity figures. It is a current report focused on a specific contractual event rather than a periodic financial statement.
Material Changes
- Termination of Copacker Agreement: Indivior UK Limited and Reckitt Benckiser Healthcare (UK) Limited ("RB") entered into a Deed of Variation and Termination regarding their 2014 Copacker Supply Agreement.
- Accelerated End Date: The termination date for the agreement with RB has been accelerated to January 15, 2027.
- Transition Costs: Indivior agreed to pay RB for costs associated with lower-than-anticipated order volumes, asset disposal, depreciation recovery, redundancy, incentives, and potential third-party costs.
- Cost Impact: The aggregate amount of these costs is fixed or capped and is explicitly stated as not material to the Registrant.
- New Supplier: Indivior has identified a new supplier. The agreement with this new supplier is not expected to be material until the manufacturing process is validated.
Outlook, Risks, and Management Commentary
Management indicates that the Copacker Supply Agreement will remain in effect until the accelerated termination date of January 15, 2027, during which RB will manufacture additional units. The primary risk identified is the timing of the new supplier's manufacturing process validation, which is a prerequisite for the new supplier agreement to become enforceable. The filing asserts that the financial impact of the transition costs is immaterial.
Investor Verification Checklist
- Verify the specific terms of the "Deed of Variation and Termination" filed as Exhibit 10.1.
- Confirm the timeline for the validation of the new supplier's manufacturing process.
- Monitor future filings for any updates on the enforceability of the new supplier agreement.
- Review subsequent quarterly reports to ensure the transition costs remain within the stated "not material" threshold.