ANI Pharmaceuticals (ANIP)

[kcccole]

Smile86. If you look at the major fund holders (not institutions) they are ETF and sector funds. These funds buy on sell based upon movements in the larger stocks in the ETF or sectors in this case TEVA.

I listened to the CC and I thought Art Przybyl did an excellent job in explaining to one of the analyst why ANI should not be lumped with ENDO, VRX, Teva, etc. ANI has not made the same mistakes as the drug companies whose stocks are being hit hard but the sinking sea sinks all ships. If you get a chance listen the call as it is very informative.

The quarter was very solid and one of my assessments as to an income miss for QTR II was substantiated by Stephen Carey, CFO. The revenue per employee increased significantly in QTR II compared to pervious quarters. ANI increased their labor force by 35 percent last year and it's taking time to justify such a large increase in the labor force.

Generic drugs are now the out of favor sector. As we all know not all generic drug companies are the same as when the overvalued FANGs come crashing down you will begin to see sector rotations. After all, with an aging population generic drugs will have healthy growth in the years ahead.