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Like many I’ve been invested in ANI for quite some Time in fact I am a hold over from CEGE that was acquired by Bpax
The only lord I know can fig this one out ! IMO backed by the history here this stock trades the way “” they “ want it to ; period , look at the overall market !! ANI is off 25 % and markets up big time , it’s Defies logic and the market direction.
I am invested in the fundamentals and this CEO & management team what they have accomplished as a very small Pharma over past several years is remarkable , If Corti is approved 2020 It’s IMO a epic game changer ; investments like this one is a risk / reward. Only a solid competent MGMT could make it happen , JMHO
Great question , why sell off ?
Could be upcoming holidays , YO house cleaning for taxes , maybe ,
Does the convertible note holder benefit , No ! Dec 2019 is the date notes are due ; if ANI is forecasting Corti approval next year and expects 150-200 NET rev or 600-800 gross they may want to buy back at LOW PPS ?
This CEO has delivered outstanding results YOY , their focus on organic growth , looking forward to 2020 , last let’s not lose sight of bad PR Pharma is getting ! JMHO
Jadite the only PPS we should care about is the one the day we decide to sell !
Till then I will look to buy more , the reaction as Catty always points out is drop on earning s , yet YOY the growth here beats the majority in their sector , it’s astonishing, Art spoke to organic growth and he well exceeded my expectations,
Earning s reaction , IMO was a harsh over reaction it could be related to convertible notes maybe they put in sell order prior , who knows , look forward to 2020
JMHO
JTFM I don’t understand why people are upset , has anything really changed , no
In fact ANI wellspring Ca represent s a expansion of this rapidly growing small Co, listen the market is brutal and quite unpredictable , Corti IMO is the wild card , I give it a high % of chance it will possibly advance income in multiples of current
Nothing is guaranteed, but looks promising , The operation in CA seeking to partner worldwide is interesting , it opens up opportunities to pick up new customers, their visibility goes abroad , JMHO
Funtimentals change ? No
All I see is a sale on PPS JMHO
https://www.aniglobalsource.com
Very impressive ! 270 K of manufacturing 3 locations two in US one in Ca , ANI global source partners with Co that have late stage drugs !
Brilliant ! ANI develops their own drugs & acquire WS last year sets up to broaden their market & offer manufacturing capabilities, going “ Global “ & seeking opportunity partnering with Co all over world IMO is going to supersize this Co
If cortiprophin is approved +++++++ JMHO
Anyone know when will have final results of Corti ?
Expected launch date and market share ?
#'s passed around potential 150-200 Mil to NET REVENUE is essentially adding 600 Mil plus to gross sales ?
Assuming that happens PPS ??
Jadite stock price back in 2014 in range $33 so convertible note holder made a fortune and i agree with poster that they are the ones shorting , win/win , if i am ANIP i been timing the releases of new products and the impact on PPS down to a min for same reasons , so hopefully 2020 will be a PPS growth year , Corti alone can be a game changer if approved , I am sure the note holder would like to extend time to next year, JMHO
https://www.macrotrends.net/stocks/charts/ANIP/ani-pharmaceuticals/stock-price-history
Hey Silver
Yes considering the history of T drugs i think ANIP
Made it clear which drug development they focusing
On
Corti could be that block buster !!! That big $$
Maybe , Co never mentioned that i recall going
After T market
Glta
Silver i think your right
The problems archer is facing may def work in our favor for Corti sales , here is another possibility , Does Archer look to buy ANI ? Or will they just sit back and watch one of their top income drivers go over to ANI
The potential revenue generator in Corti alone IMO can 2-3 x current PPS over next 12-24 months JMHO
Typically larger Pharms take out the smaller , especially this Generic drig maker with a vast pipe line !
On sep note is anyone watching the debates ? the 2020 election will drive this market !!!!!! Founding fathers must be rolling ! They are competing who can give away more of other people s stuff lol anyone else concerned ? The politics is tied into the market and from a investors stand point i don't ever recall seeing this before. Nor have a seen any socialist country saying "come to us for wealth and freedom "
JTFM , I think Art may have viewed the T market as high risk investment , just my take on it , and I agree with the path taken !! If ANI can take 1/2 the Archer market it would be huge , I would be surprised if MNK isn’t looking to strike a deal with ANI for Corti , think about it , the lawsuits their faced with ,
ANI stepping into their money train Archer Gel , I think Art is positioned well ! This is going to get interesting , JMHO
JTFM , what if ANI is able to bring Corti to market next year ?
Is that one drug considered a "Block Buster" ? How would it compare to Libigel sales assuming it was approved , and how much liability has been placed on Co's selling testosterone drugs ,
Maybe when they looked at the exposure and all the lawsuits for T gel they decided to pass ? I do not know they answer , but if you look at the timing where all the neg news around male T maybe it was a factor.
Possible we will never know, I am happy with their decisions to date , its apparent in PPS from where we were several years ago to now, I look at they drug portfolio today and the page is long, and growing. all JMHO
Hi JFTM
I remember Art saying at that time anyone is welcome to call him back then , I see no reason why IF there was a change in plans to move Libigel forward they would not release it, in fact i am pretty sure they have a obligation to inform shareholders , That is not to say they have no intentions now.
If something changed i am sure they will inform us of same. & listen i hope your right , I just need to hear it from ANI the wheels are in motion , There is zero reason for them to keep a secret this is not a private Co ! early on when they took over BPAX it seem more than reasonable the primary asset they were acquiring was Libigel , I still do not know why they bought BPAX, i am guessing they needed the cash ......Best Of Luck to All
What did I miss ? Did ANI release any PR or material evidence of any kind to suggest they are even considering to move the ball forward and develop Libigel ?It’s like a bad reoccurring nightmare lol unless something has changed Art P said they have no intention on monetizing Libigel , now unless they said they are , continuing to speculate and create a false sense of reality is just that , call him , ask Art , why would they keep it a secret , it made sense years back , I believed they were , he said there not. Corti is very promising and a potential block buster with little competition. Near term catalyst are piling up, if Libigel was in the line up they can’t withhold from shareholder , I wish it was , & I hope I am wrong JMHO
North the lawsuits J&J just lost ,
They were partners with Geron in developing Imetelstat , J&J decided to end the collaboration & the stock fell , investors left in dark , Janssen a J&J Co said it was a business decision , the drug didn’t fail in fact its showed promising results
The stock Symbol Gern , it’s worth taking a look at PT range 3-4 bucks GLTA
North do you have Geron on your radar ?
They had a deal that fell apart with J&J I think they parted as a result of the lawsuits , nothing to do with the drug Imetelstat , it’s possible the market was too small for them too ! If true The good news is they paid for early studies Geron recently started a P3 hired top Med developers that worked on Imetelstat , IMO they are positioned well for takeover ! As for ANI In my view they have a bright future near term I think we will see some real growth , as for the market it reacts with the news of the week, hope I didn’t trigger anyone using the word unstable , who knows what’s acceptable to say in these sensitive & dysfunctional culture ??JMHO
The entire market is unstable right now ; what I am seen is a shift from the gross hyper inflated propped up Co evaluations to investing on news of the week !! And those who can identify when they occur are making a fortune JMHO So how does that effect solid companies with real value ? IMO it’s what we are seeing in stocks like ANI - yes there are other metrics to consider , like earning , overall neg news on drug Pharma like J&J which leads me to believe they may very well have walked away from Geron stock for the concerns in liability we are now seeing and it’s neg news is certainly weighing on all pharma Co - so traders in my view have shifted their approach to investing , not all , but’s trading the network news cycle is IMO evident and another set of “ smoke & mirrors “” JMHO
Hey Silver ,
It appears they were required to sell between here and 70 or so what would happen if the shares launched to 90 and did not return to 67-70 ?
Do they have to sell at the lower end ! Options and these rules are very confusing , the optimist in me is thinking so if they took advantage of the sell at 68-70 now they can buy back in at new entry PPS maybe lower options , who knows lol
IMO PPS is a steal providing market holds , the fundamental s haven’t changed in fact there looking better ! JMHO
Good strategy B.B.
I recall reading article where Buffet spoke to identifying Co s with good long term potential growth , Art P used a term “ Organic Growth years ago , no one can look at the last several years and witnessed exactly that , after ANI acquired Bpax I think we were trading at 3-4 bucks ??
So 15-20 X increase in PPS , the market is rocky , day traders “ want it now “ others will wait patiently. IMO 67 is a deal , I think we may see a move on Gern soon !
Good luck investing all & let’s pray current admin wins in 2020 all the talk socialism by Dems is scary stuff. JMHO
I see 85.50
maybe we see 90 soon !
JTFM so in sum potential Corti sales roughly 450 Mil in top of the 200 Mil their already doing
.“” Net operating revenue “” from gross sales is a term public traded Cos like to use, bottom line Net profit is all that matters to me. There are so many examples of much larger Co s than ANI that have much gross / higher net op Rev from sales that are making zero $ in many cases YOY losses in fact there was a list of Co s in Pharma recently that showed ANI more profitable than much bigger Co s in their field! Our CEO is producing results , this is a small Bio that is growing rapidly and making money !! In a stock market of smoke and mirror s this Co is what you see is what you get ; JMHO
Just noticed the 200 Mil 2018 was gross sales ? They net 36
Lol Ok so we’re on same page- they net roughly 35 Mil net operating income in the 200 Mil gross sale s
If they are able to monetize Corti what is the potential gross sales ? And net operating from that one drug alone ?
I read 50-200 Mil net operating rev potential so they must be looking at taking 300-700 Mil in gross sales from Archer ? I have no clue what their margins are but if there in line with. Current gross sales to net 50 on low end they have to carve out 200-250 ? Let’s assume it’s on the low end 50 Mil net PPS is now 170-220 ? Guessing here but regardless if all sounds very promising , ñow look toward all the other assets and poss CA sales JMHO
JTFM I have read Corti potential NET operating income of up to 200 Mil , what is their current net based on 210 Mil in gross sales ?
If they can obtain approval for Corti it’s possible ANI can grab half or more of Archers sales adding estimate of 600 Mil is gross sales , stock price potential 3x current PPS or more , Art P said his focus was on organic growth , no Q that’s exactly what he has accomplished to date, it’s been really nice to watch !! Very impressive
JMHO
JTFM , Since ANI acquired Biosante
Have they / the Co ever spoke to monetizing Libigel in any way ? It’s always been speculation, at the time it made sense to think that was their objective , we thought they would ,
Right now IMO Corti is a poss blockbuster for us !! I believe their focus is on same , yet Libigel still remains a potential viable asset ,
JMHO
Hi Jadite , JTFM
Why not call Mr P ? I have spoke to him a couple of times , very approachable in fact I recall speaking for awhile
Nice guy , he offered to take calls from people on this board in past so reach out ! For years we speculated about Libigel , a back & forth of what if and they went in entirely different direction , I d like nothing more than for ANI to monetize Libigel and any other asset , when I spoke to him more than a year ago , maybe 2 , he stated they had no intention to proceed with Libigel , maybe now they are ! Jadite call Art , please let us know his thought s ; & thank you
RG, I was looking at their web site the list of drugs manufactured / offered just keeps growing !!
IMO a approval on Corti alone is " Lift Off" If 150-200 Mil net revenue is accurate , that has to equate to another 600-800 MIL in gross sales potential ?? taking ANI to a Bil in yearly sales possibly 2020 without any additions , Their portfolio EQ big growth potential
JMHO
B.B. a first in class drug
Beats out current treatment s , extending survival , several members over from Jenson Inc Dr Rizo on board now
Will approval come in EU first and if so how would it impact PPS ? By now they have to know something
Keep in mind J&J still has a second agreement with Geron , it covers certain licensing and interesting enough they can license to third party , contact IR if your interested in knowing more , from what I understand Geron has extensive patents already. As price drop , I keep buying ! JMHO
Good observation Jadite ,
Only 316K today , not allot of volume at all !!! which may speak to likely hood that these were purchase s , by people in the know ! Let’s see what tomorrow & Monday brings when news sinks in & spreads
JMHO
I agree & Thank You
Thank You Easka
So that explains the move , 450 Mil market even if they grab 10% that is 45 Mil i think 10% is very conservative , combined markets for all new launches could be ??
It will be nice to see revised earning guidance
It appears the MM s are moving the needle , JTFM Art spoke about launching a drug in Sept of 2019 , a Aspirin ? I recall him saying this one drug alone can add a substantial $ to NET rev
Do you remember what that number was ? I am pretty sure it exceeded all of their current NET Rev
Corti is the wild card , 150-200 MIL NET Rev potential the gross would have to be 700 MIL or more , Put that into perspective we doing around 200 Mil now net revenue around 30-40 ? IMO will see big moves over next several months , maybe a 2 for 1 would be nice !!! JMHO
That is a good observation , yet all things being equal in lite of Archers problems is it not reasonable to think ANIP will capture a larger piece of market as well ?
I remember #s thrown out by ANIP potential NET not Gross Revenue of 200 Mil if approved a article I posted here last week mention 150 Mil net , let’s use that # how much GROSS revenue to net ? 600-800 Mil idk but this one drug can move ANI to a Bil year sales , lots of moving parts here , JMHO
Hi JTFM
Makes sense , do you remember which drug was going to launch in I recall sept 2019 , was it Asprin ? It had a 100 Mil potential in net sales less licensing ? That and Corti I think May trigger a BO
The Ca drug co purchase last year was great foresight!!! IMO if all this comes together will see a BO , 250-300 Mil NET revenue is over Bil add to current gross revenue. Will see , JMHO
Best
Jadite ,
IMO This Co has so many moving parts it’s difficult to keep up ; when I spoke to Mr P last year he mentioned getting the Asprin ?? drug acquired by 2019 indicated potential large revenue from that one drug alone.
Corti drug is the wild card if , if they can bring that one drug to market it alone can add 150-200 Mil NET revenue that’s the # I have seen kicked around last year from ANI to put that into perspective their currently grossing that # , I don’t know if that was a bullish forecast or ? I read a article I posted here last week confirming same, so it’s not too far off the mark to see a climb here north , my guess is 100-120 by Labor Day JMHO
Thanks J
I recall Co stating Corti drug potential if approved 200 Mil net revenue , that’s huge ,
I think we may have some good news coming !
Hi Jadite ,
Would you mind bring me up tp date on current events ANIP ?
Trying to make sense of post ??
Hi JTFM
I recall Art saying last year they expect to launch Asprin by Sept 2019 large market and expected earnings from it alone ;
Have you heard anything about a launch date for same and status of Corti ? I been out of loop any info is appreciated, IMO we break $100 PPS this year , JMHO