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OT: I love how marketwatch releases an article on monday affirming the drop was due to the rising covid cases, then today they release an article saying why it's going up despite the rising cases. They're literally making it up as they go along.
-RG
Volume today along with aftermarket volume wasn't out of the ordinary-maybe someone got lucky and had their low-ball order filled?
-RG
Anyone know why it dropped 5 bucks after hours?
RG
Thanks for the link- extremely positive research given superbugs (bacterial) quicky gaining resistance to first, second, and tertiary antibiotics.
-RG
A positive article on SA: click to feed confirmation bias
RG
With all due respect, no one particularly cares about this "contest" beyond you. I, too, can post my gains across my stocks over the past year and compare it to ANIP and it'll serve no purpose to anyone but myself.
On more pertinent news:
Positive changes to positions:
-Wilshire Securities Management Inc. bought a new position in the fourth quarter worth approximately $4,670,000.
-BlackRock Inc. grew its stake in ANI Pharmaceuticals by 4.9% in the fourth quarter. BlackRock Inc. now owns 1,589,228 shares worth $46,151,000 after purchasing an additional 74,231 shares in the last quarter.
-JPMorgan Chase & Co. grew its stake in ANI Pharmaceuticals by 606.4% in the fourth quarter. JPMorgan Chase & Co. now owns 53,844 shares worth $1,564,000 after purchasing an additional 46,222 shares in the last quarter.
-Great West Life Assurance Co. Can grew its stake in ANI Pharmaceuticals by 354.7% in the third quarter. Great West Life Assurance Co. Can now owns 48,798 shares worth $2,796,000 after purchasing an additional 38,066 shares in the last quarter.
-Russell Investments Group Ltd. grew its stake in ANI Pharmaceuticals by 19.3% in the fourth quarter. Russell Investments Group Ltd. now owns 233,079 shares worth $6,766,000 after purchasing an additional 37,629 shares in the last quarter.
-Morgan Stanley now holds 159,606 after increasing their holdings by 26.44% in the fourth quarter.
-Citadel now holds 67,837 after increasing their holdings by 111.436% in the fourth quarter
-RG
Great email, but I've been down this road, and a phone call and a few emails never brought me closer to any answers. I hope it's different in your case, but if it isn't, here's his direct email. PR serves as a filter and nothing more--in speaking with them directly on the phone, it's clear how little they know of the company (as they're an outside firm).
Nikhil.Lalwani@anipharmaceuticals.com
RG
As an aside- when I spoke to them on the phone, I inquired why IR is awful at responding to emails- she admitted they didn't have access to the investor relations email through the ANIP website so any emails going through there were never read during the IR transition. She wasn't confident whether the problem was fixed while I was on the phone with her...this is Lisa Wilson's email who owns the PR firm handling IR for ANIP: lwilson@insitecony.com
It trades based on algorithms the retail investor isn't privy to. It'll go up on a down market, go down on an up market, it'll track parallel, but it'll end with 30-40k traded. The trades are between institutions, not people buying in, hence the volume being so consistent. The stock will go up and down a few percent until institutions get in or get out in a substantial way. The goal is to be holding when others flood in. They could be dropping it into earnings to lower the blow of it going higher (I've seen this pattern in the past).
Also, I'm not worried about the delay in posting earnings, there could be a lot of factors that go into that scheduling time to wrap ones head around. They have a new PR firm that's meant to sort this out, but I really don't have a lot of confidence in that firm (they've yet to fully address my questions despite assuring me they would), so it could be just them.
-RG
A tsp of sugar will help the medicine go down:
ANI Pharmaceuticals Strengthens Leadership Team to Accelerate Future Growth
February 17 2021 - 06:50AM
Business Wire
-- Key additions deepen commercial and manufacturing expertise and position Company to capture full potential across businesses --
ANI Pharmaceuticals, Inc. (“ANI” or the “Company”) (Nasdaq: ANIP) today announced the addition of three key pharmaceutical executives: Christopher K. Mutz as Chief Commercial Officer and Head of Rare Diseases; Ori Gutwerg as Senior Vice President of Generics; and Davinder Singh as General Manager, Canadian Operations.
“We are delighted to welcome Chris, Ori and Davinder to ANI. Their collective experience and individual areas of expertise strengthen our team to accelerate future growth across our business units. Chris will build and lead the Cortrophin commercial franchise, including our launch strategy and commercial plan. Ori and Davinder will bolster our Generics and CDMO businesses. Since taking on the CEO role at ANI, I have taken the time to understand our capabilities and have identified ways in which to leverage our industry-leading infrastructure to maximize current and future market opportunities. Enhancing our leadership team reinforces our strong foundation to capture these opportunities and achieve the full potential of our business,” stated Nikhil Lalwani, President and CEO.
Chris Mutz brings deep experience in the successful commercialization of rare disease therapies, spending more than eight years with Alexion Pharmaceuticals (Nasdaq: ALXN). Most recently, as Vice President of the U.S. Neurology Business Unit, he was responsible for building and leading the successful launch of Soliris (eculizumab) for gMG and NMOSD in the United States. At Alexion, he also served as Vice President, U.S. Metabolic Business Unit and National Sales Director, U.S. Metabolic Business Unit. Prior to joining Alexion in 2011, Mr. Mutz served in commercial roles of increasing responsibility over the course of 11 years at Merck and Co. Mr. Mutz obtained his BA in Biology from the University of Virginia and his MBA from the Johnson Graduate School of Management at Cornell University.
Ori Gutwerg is a seasoned leader and brings more than 17 years of experience building and driving growth in pharmaceutical companies. Most recently, Mr. Gutwerg served as Vice President, Head of U.S. Generics Rx at Taro Pharmaceuticals, overseeing a portfolio of nearly 300 generic and branded products. In that role, he drove double-digit top- and bottom-line growth, improved working capital through cost savings and efficiencies, rationalized the R&D pipeline and negotiated numerous business development deals to accelerate growth. Prior to joining Taro, he held positions with Xiromed US, Perrigo Pharmaceuticals, and Agis Group. Throughout his career, he has managed sales teams, built a commercial operations team, led M&A due diligence activities, and negotiated new business development and joint venture agreements. Mr. Gutwerg has a BS in Communications and Economics from The College of Management and an MBA from Tel Aviv University.
Davinder Singh joined ANI in December 2020. He is a results-oriented business leader with more than 30 years of experience managing multiple sites within the pharmaceuticals, nutraceuticals, cosmetics and food industries. He has significant expertise across various dosage forms, including solids, semi-solids, liquids and APIs. Mr. Singh has held management positions at several multinational pharmaceutical companies, most recently at Eurofins CDMO Alphora, where he was responsible for five sites. Prior to that, Mr. Singh held positions at Valeant Pharmaceuticals, Apotex, and Fisher Scientific/Patheon. His experience and expertise include business expansion strategy, integration, acquisitions, change management, new drug submissions, building and expanding plants and laboratories, consolidations, manufacturing, logistics, engineering, quality, safety, and information technology security. Mr. Singh has a BA in Economics and English from Punjab University, a B.Sc from York University and an MBA from University of Guelph.
ANI also announced today that Robert Schrepfer, Senior Vice President, Business Development and Specialty Sales, has notified the Company that he will be leaving ANI next month to pursue a new opportunity. “Rob has played a critical leadership role in ANI’s journey over the years including, but not limited to prolific deal-making. We appreciate very much Rob’s unstinted efforts for ANI over 15 years and wish him the very best in his future endeavors,” stated Lalwani.
"Hoarders gonna hoard"
haha- truer words have never been spoken.
They should announce the date for earnings later this week or early next week.
They mentioned it didn't matter who was elected President, but given Biden's position on buying American products- my take will be this will help our position moving forward. Drugs are different than cars, but it's the job of the marketers to differentiate a generics brand beyond just the cost of a pill.
-RG
OT: @JTFM: I've been here for awhile, and I recently read a book that, although we don't know each other, kinda speaks to your philosophy as I've come to know it through your posts (especially given your handle): Malcolm Gladwell Talking to Strangers.
Give it a read if you haven't already.
-RG
Anyone with experience speak to the trading pattern today? Higher than average volume throughout, drop during the day to rise back towards opening at the end? I've noticed this pattern both ways: rising to then fall back towards opening or falling to rise back towards opening? All seeming to take place over the latter half of the trading day.
-RG
Q1 starts in Jan, 45'ish days from now until it ends in March- any point in that timetable they're meant to announce their submission. I suspect build up to that point.
-RG
He was probably the first to take advantage of the opportunity post earnings. Earnings held on thursday, he bought the following monday. That time frame is bullish to me. I strongly suspect there will be a few more purchases, and not just from Patrick.
GLTA
-RG
OT: It's a great day for America right now. A great day for science! Stay safe out there.
GLTA
-RG
Raymond James analyst Elliot Wilbur reiterated a Buy rating on ANI Pharmaceuticals (ANIP) yesterday and set a price target of $40.00.
-RG
It's manipulation.
Low volume due to uncertainty creates this trading pattern. There's literally no news coming out. They shake the tree and drop the price, then ride it back up. It's an algorithm. Weaker hands let go, stronger hands remain, but they just shake harder...we're held hostage until there's more volume...and that'll happen when news actually comes out...we just need the news to be good.
-RG
I sadly agree, however, the volume remains static regardless of the direction. I don't suspect this is an overt sell off. We need positive volume. This will only be achieved by positive news.
RG
I spoke to them on the phone last week. Unfortunately they were not receiving the emails through IR and it was only when I started reaching out to the higher ups was when I got a response and they realized the issue (I ended up actually emailing the new CEO and got a call from IR the next day). I've already provided info on my call in the last post, however, at that time, they urged me to submit a list of Q's to them directly and they'd see what they could do to help answer them by forwarding them to specific teams within ANIP. Hence my post.
RG
Ok- I got the email out. I'll keep you posted.
-RG
Hey everyone, if you have any questions to ask ANI- reply to this post. I have a contact in IR and they're open to reviewing our questions, however, they may not be able to answer all of them.
What I've already learned is the new CEO won't be making any statements until the earnings in November--playing catch up and getting his boots on the floor. Corti is still in play but didn't elaborate further than that. Had no idea on Libigel but willing to take questions and submit them to the specific group at ANI that would know.
-RG
We have no moderator on this forum so unless the conversation is directly involving and related to ANIP, I respectfully ask keeping the discourse focused.
I suggest labeling the discussions OT (Off topic) for those posts pertaining to specific stocks outside of ANIP and its competitors or relating to the bio/pharma/market in general.
Any discussions revolving politics or the weather or anything else than the aforementioned can be relegated to private messages or the myriad of other forums outside of this ihub/anip thread which will be far more geared to house and moderate those types of discussions.
Respectfully,
-RG
ARWR is up 50% on early positive indicators for a rare liver condition where the study only assessed 16 patients...I think any positive news coming out of ANIP should drive the stock up. I know Art's perspective on Libigel but I'm curious what the new CEO's stance will be on it...hopefully it's different.
-RG
Agreed, I was really hoping for a bump with the new CEO/corti update but here we are, treading water in a choppy sea per usual.
RG
So I'm gonna stand on a soap box for just a single post. It's comments like this that make others question your motivations and I challenge you to consider the purpose of posting without offering insight/forward discussion to what you're posting--of which, you have the right to provide arguments against the general sentiment of this board:
I realize that although Art didn't move forward with Libigel, it doesn't mean Anip won't. His motivations were extremely different than ours with respect to this specific drug. In hindsight, it's not surprising he didn't develop it, he may not have had the experience to move forward with a project like that...which is only now plainly evident. I think he was a good CEO to set us up for growth through acquisitions but not growth through novel products.
I'm excited how the new CEO will consider the future of this drug in relation to ANIP's long term growth.
RG
It's unfortunate that despite the announcement of the CEO and the inside purchase of shares...the two of the three major short term changes I suspected would influence the share price...we've not gained much traction. My worry is we're beholden to larger powers that won't allow this to change until they're ready for it to change. So we wait...
-RG
That explains the website. The old website seemed like it was built off a dial up modem and optimized for netscape. Ripping the bandage off was painful, but this is the right move to rebrand the company. Hopefully the investment pays off.
"Core Investor Relations Services: Public Companies
Message Development. In-Site works closely with management to clearly and consistently convey our clients' messages to reflect the key investment themes. As experts, it is critical that these messages are communicated in an understandable way, with the ultimate goal of creating value.
Investor Relations Annual Program Goals. Accountability is key. Our programs are designed to provide consistent feedback to our clients and achieve results, including increasing institutional ownership and expanding sell-side analyst coverage.
Institutional Shareholder and Sell-Side Analyst Targeting and Marketing.
Press releases. We write our clients' press releases - financial, scientific and corporate - working with them collaboratively to ensure effective and consistent messaging.
Earnings calls. With deep expertise in healthcare investor relations coupled with Wall Street experience, we are able to provide unparalleled guidance and advice on appropriate messages and investment themes. In-Site works closely with its clients to draft, edit and/or review earnings scripts and press releases that have an impact. We offer advice on appropriate information that might be considered for inclusion to give additional transparency and visibility on our clients’ businesses, while anticipating likely questions and performing in-depth Q&A preparation.
Perception Audits. We conduct perception audits to gauge investor interest, discuss specific issues, solicit opinions on business strategy, and assess overall investor communications. We provide detailed feedback and comprehensive findings to our clients.
Conference Support. We manage all of the logistics and handle one-on-one schedules (including augmenting meetings) for clients, and detailed investor profiles. We attend with our clients to provide key feedback to target areas of overall improvement.
Presentations. In-Site works to develop, build, or refine core messages and add visual impact to tell our clients' stories and ensure that their investment theses stands out.
Annual reports. We write our clients' annual reports, developing themes and layouts and completing the process from start to finish. In-Site has delivered many award-winning books.
Websites. The website is often a partner, reporter or investor's initial point of contact with a company, and first impressions count. We have written and collaborated on the development of scores of investor websites. In addition to copy-writing, we offer development counsel and oversight to ensure that our clients' visions come to life as intended and on time."
-RG
No. This is a moment in time that society will eventually look back on and realize Kodak's entrance into the pharma game serves only a small group that surrounds the person who awarded a dying photo development company a grant to pursue an endeavor that has already been mastered by a handful of American companies.
RG
Short interest remains essentially static at 5.77%
-RG
Email your concerns to them:
stephen.carey@anipharmaceuticals.com, patrick.walsh@anipharmaceuticals.com,
IR@anipharmaceuticals.com
Respectfully write one or two sentences describing your concerns, their silence on CORTI/CEO/TX for HSDD, or whatever.
Hit Send.
At the least, it'll be therapeutic.
RG
Fenofibrate is a Solvay product owned by AbbVie in the states and Mylan outside the US. There’s a few brand names deviating by differing doses/formulations: Tricor by AbbVie, Lofibra by Teva, Supralip by Abbott Labs to name a few, and all alongside their generic counterparts.
The drug class itself serves to lower cholesterol as its primary labeled use, but can independently reduce disability and death from atherosclerotic cardiovascular disease and stroke.
It has been shown in previous studies to carry an antiviral efficacy in patients with hep C. The idea is that the drug lowers plasma fibrinogen (coagulation factor involved in clotting blood) levels reducing the hypercoagulable state that is often seen in COVID-19 patients as a secondary consequence (and often the inciting cause of death) as their symptoms/disease state progresses due to their heightened inflammatory response.
When the news article was released (as of this point, a pubmed search doesn’t show the scientific article yet (or at least I can’t find it)), none of the aforementioned companies saw any changes to volume/share price in reaction to it. I’d suspect AbbVie would have at the least given they used Tricor specifically (from what I understood), and although they've recently hit a two year high in share price, I couldn't find any specific articles linking that success to this particular study.
With the overly enthusiastic response on share price whenever a possible COVID-19 treatment is even whispered in public, really surprised this study/information isn't influencing those companies who had already invested in this possible treatment.
RG
Shot up 2.89% premarket on 100 shares.....The mouse is playing dead, the cat is toying with it, when the cat's done, the mouse will burst to life and scurry away to higher ground.
RG
They're alive!
"Thank you for the emails. Our management team is aware of the report on Fenofibrate as it relates to potential benefits in treatment of COVID-19.
Thank you for your interest in ANI.
Investor Relations
ANI Pharmaceuticals"
RG
I never got a follow up and they clearly haven't released any information on fenofibrate use as a treatment for COVID-19. I've emailed them again this morning.
JTFM, have any spare time to write an article? I don't know if since being previously published lends clout to submitting an article on SA? I may write one this weekend but I'm not even signed up on SA.
RG
I emailed them this morning.
IR and stephen.carey@anipharmaceuticals.com and
patrick.walsh@anipharmaceuticals.com
-RG
All of that is not exclusionary for an interim CEO. He actually gave us a direction with respect to Corti- but silence is something this company has been doing for a little less than a decade...with a CEO.
RG
I've known companies that have taken months to years before hiring a CEO. Unless the CEO is well known, I don't suspect that bit of news is going to change much of anything.
Pretend they've found one: John Smith who has been in Pharma for 30 years and he releases a statement saying he's excited to be a part of the team, and is looking forward to influencing the direction of the company.
Ok, now what?
-RG
(keep in mind, I hope I'm absolutely wrong- I'd love to eat these words over the next few days/weeks/months.)