Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
what is going on with the lawsuits ? They have many problems to address
And Q can they compete with a generic selling much less , Will see
Hopefully ANI obtains a green light Corti
JMHO
I very much appreciate your take on this JTFM your insight is speculative yet insightful and Q's are good, & i am hopeful
North can possibly speak to what the process would be for ANI to monetize a unexpected outcome in a trial [ CV ] when that new matter uncovered from trial claims were not part of original application,theu could have amended aand followed through, Sounds like a new trial would have to be completed to address those specific new claims ? I am familiar with patent process in another field of invention ,
From what i understand the cost is so expensive and time , I believe this was a huge factor for Bpax and ANI so if they identified value from what was found in Libigel study the Q is would FDA allow them or a partner use those findings in another application, I think the answer is yes , but not sure. IMO T Gel used specific to female sex drive has proven to be too challenging, Now if a trial returns CV and Breast benefits and the byproduct of those finding Also includes boost in sex drive that we all go home happy !! So if your correct ANI can always move away from Libigel and re purpose its original intended use to a new use using study ? Maybe
JMHO
Last week ANI released its 47Th Generic drugs
Corti application is pending and is a Blockbuster if green lighted
I wonder if any BOD member s read this board , If i was one i may be thinking this , " Our actions are evident in our approach to business and assets we are interested in supporting
I can only wish Libigel will return a result, There has been NO material info released from ANI , that and i see NO reason for this Co to insulate this. Again hope i am wrong , from a business person perspective myself i see no reason for ANI to not at very least say something like we are considering or currently seeking opportunities for lets say CV benefits or ?? IMO Its not in shareholders interest not to or for that matter investors. But who knows !!
I went through several years after merger some obsessed with their own theories , with really NO substantial Info mainly and more importantly from Co , Its proven to be a " What if " Right now my focus is what is on the surface , Mainly Corti approval , 100 MIl investment shows " Their Intent" and they not hiding it. All JMHO
Now this makes sense JTFM
"""I don't know if that will be enough. But an argument weighing heavily on the CV and Breast Cancer risk reduction along with the commitment to a large post marketing phase 4 real world study regarding CV and Breast Cancer risk reduction would be hard for the FDA to ignore. It also gets the added benefit of significantly reducing compounded and off label testoterone use."""
This one central piece uncovered in Safety trial CV reductions component alone if approved and used would potentially be huge ! and maybe beside the cash was Simes leverage on ANI to turn over 47% ? of Co When you look back at the immediate recovery in PPS considering the turbulent time, ANI grew pretty fast , In fact raised 100 Mil Convertible note soon after , And their ability to acquire assets from Teva and others moved exponentially as well. I would think the Pharma business works like most other industries , It all comes down to relationships , Period
ANI has proven to have a far reach, and has YOY growth higher than many in their industry, There are many Co's Multi Bil in sales that are not returning ANY profits , Watching this Co for several years now " Organic Growth" has been very interesting and insightful, And used as a model for any start up , There are very few Co in ANI field that are successful , Small steps to growth , less risk, commitment are just words , much harder to do , I have a lot of respect & appreciation for this CEO and his BOD and staff, They are " Drivers" goal oriented, and have proven to return results for shreholders. The current market IMO is a opportunity for investors for many stocks , this IMO is one of them. As for Libigel , I also hold CVR s and hopeful this will transpire. GLTA JMHO
I was thinking jobless claims would knock us back down some , it’s poss we found our bottom
ANI & actually market held up much better than expected , you know my thoughts about people that tell strangers how many shares they hold , their either full of it , or well really full of it , they so delusional they think people believe them. That and
no one cares , I placed your dopey boiler room friend on Iggy , BTW why did you stop saying “” Cheers “” it was your old signature ,
with that said GLTA , I really think ANI is on a good path , a month or so from now many may wish they bought more !! JMHO
I agree B.B.
And we witnessed the funny business coming out of J& J prior to the walking , Geron now owns 100% and J&J paid the bill , and were trading for cash !!
I’d feel less confident if the key Docs haven’t join Geron team,
JMHO
Glta
Guys a idiot ,
Why he feels people here have to listen to his constant childlike moaning
Its pathetic LD & please stop encouraging the boy
Jacob pick up the box of napkins you keep next to your comp and wipe your eyes kid ! Then pull up those big boy pants
and BOT ,or Not Find your self a support group , No real man would place their problems on others like your constant complaining
Find help , OH and GLTA
When ANI Acquired Bpax several years ago the stock was trading $1.48
I think it went much lower, The advancement this co made in short period time is outstanding by any measure. Look at the investment in assets , and the players they now competing with, and the many labels in drug stores
JMHO
He is really hated by many in politics and the media even his own party. IMO he is showing what a successful business person can do, His accomplishments past 3 years are unrepresented ! He does not stop working , for us.
I listen to his COVID update last night many in media are just simple minded bullies that can not stand the fact he is doing a great job ! Most Americans dislike of the media and realize they are not reporting the news most are extensions of Dem party & globalist business interest and serve them,
show the hatred for our country by media CBS had some ball players from Africa and reported on how colleges are taking advantage of them, and the hardships that surrounded them , They are in the NBA now !!!! you can not make this stuff up ! Making more money than 100's of people can make in their life time.
Most are now globalist and care more about other countries than ours, They even went after Trump for criticizing China , Disgracefulness
JMHO
Just so investors know what your assessment is based on , ANI is not a start up , No clue what you mean by Mature Co Yes a small Bio
https://www.investopedia.com/articles/financial-analysis/062716/gaap-vs-nongaap-which-should-you-consider-evaluation.asp
Corti is FDA approved, Their more optimistic forecast was to add 200 Mil to net operating https://www.investopedia.com/terms/n/noi.asp
Recently they said even if they 100 Mil or 1/2 or NOI
We currently trading 2.13 book, Keep in mind this Co has a huge investment in assets many of unrealized
https://www.gurufocus.com/term/Book+Value+Per+Share/ANIP/Book%252BValue%252Bper%252BShare/ANI%2BPharmaceuticals%2BInc
Prob why the recently put a 127 price target GLTA
JMHO
B.B. do you think these lawsuits are valid & will be successful?
Think about , they had a pile on of over a dozen law firms you’d think this Co was J&J & had their money , this stinks of a set up , please share anything you see that remotely validate s these law suits, we all know they were in control and
Their employees Linkedin served to validate what they thought of Imetelstat, Right to Try was announced then pulled back , Jansen workers hyped moving forward as if it was a done deal, and on and on , IMO Geron attorneys will cut a deal with J&J if there is payout it will come from them with a NDA
JMHO
Thanks JTFM
If Corti is accepted I think that # may be conservative!
IMO we would be trading north of 80 if weren’t for virus
JMHO
JTFM If the CV Benefits are really big i think they may present it for same.
Time will tell, Lets see if Corti if gets approved and see
Thank to you and Jadite for research
J good article
IMO they need cash , small Bio struggle to survive you know that. $1.48 Bpax was trading at back them. Libigel Was a huge disappointment. Simes was a good Scientist , Art a really good businessman.
Huge difference , typically Business oriented people are much more pragmatic in their approach. Our CEO is driven and has a mission statement and his vision for the Co apparently was to start off with taking less risk, slow growth, Besides Corti he still has same direction. Corti in my view was a step out of this kind of thinking even for him.
Unlike ideologues that work within the four corners of a doctrine most successful business person are open to change directions. Risk/ Reward applies here,,,,,Its likely that played a big factor, it would for me too !
GLTA
JTFM they abandoned Libigel patent applications , The name CR gone
Were focusing on a application for a blockbuster drug now , We are months away from possible approval Corti, if they obtain approval they can use $ to advance any of the drugs, In my view Art moves toward the smaller investments low exposure , cost, Corti the result of a slow growth business model.....its been 6-7 years this is their first big step.
I think they looked at that T market as a headache with big liability
Again hope i am wrong , JMHO
It would make sense if the market was not so big, It was expected 1-2 Bil or more. I think it had to do with the challenge of obtaining a FDA approval on a gel in a environment where @ that time lawsuits were coming for Androgel
Cost Vs exposure this was back in 2014
https://www.chicagobusiness.com/article/20141122/ISSUE01/311229982/androgel-s-declining-sales-growth-impacts-abbvie
https://www.drugs.com/stats/androgel
https://www.chicagobusiness.com/article/20141122/ISSUE01/311229982/androgel-s-declining-sales-growth-impacts-abbvie
Looks like ANI made the right decison , Corti is a blockbuster drug for them maybe they use cash to develop Libigel , Doubt it due to the risk that market has.
JMHO
Hi Jadite
I hopeful something changed 2 and they find a partner or advance Libigel, Its been several years and not one news release or comment that i have heard or read that suggests they are working on Libigel, Have you guys ? anything ?
Lets Turn this around,Can they secretly work on development of Libigel and not inform investors ? I see zero reason to , they have openly divulged assets that are monetizing. Again , i have many CVR s and finger crossed. Even if they licensed the IP they have a responsibility to notify us ? I did not understand myself why the would acquire Bpax if it was not for Libigel , ANI gave up almost 1/2 Co for cash ? looks that way, I also thought Gvax was worth alot , Again wrong , Looking at this at the time i had no idea why , Bpax shares 1.48 at time
https://www.investorvillage.com/smbd.asp?mb=718&mn=163&pt=msg&mid=12498771
Last i listen to earning and calls , Its strange no one from any of these investment firms asks Art about Libigel @ least nothing i heard. It was viewed as a large asset, so for me that stands out as strange. No harm in asking the question , I find when i have any Q's i like picking up phone and calling, Oh have you spoken to me secretary J ? You stated i only spoke prior as if you know who i speak 2 lol All the best J Stay well. All JMHO
Direct & 2 Point JTFM
All we can do is ask , He a pretty approachable guy , lets see
I know from running my own business we often we choose the products we think will be more viable and look at the market for answers, IMO i think they looked at the challenges of going the path of Libigel and made that assessment early on, what confuses me and other investors is why then acquire Bpax , looks like that cash was the reason and ANI looked at their own objectives and made the decision to offer a large part of their Co in exchange, If that was in fact the case a few stand out, Art P had his eye on the ball and and to date has delivered for his shareholder, and lets face it , for a small Bio they have a deep reach , lots of connections, and as it relates to Corti big steps forward , 100 Mil , Now swing back to Simes , All things being equal he really made a great deal for his shareholders many of us if you remembered criticized the deal & refused to vote for the acquisition, so much so it was rejected followed by Both CEO's calling Shareholder to sway votes. Leading to Bpax SH taking a larger stake,,,,,So Art P delivered on a different vision for the Co as Simes did for us ! I spoke to Simes a couple times, he is a really nice man too. Listen if ANI pulls off Corti , its a BLOCKBUSTER drug , Best Wishes to you & Heart Felt Prays for Families dealing with this Virus. Coming out of this the country needs to ramp up factories and start producing again & " Buy American" And ensure this never happens again, Two things Trump ran on and was hugely criticized for was borders and importance of bring back manufacturing, He was 100% right, They never admit but he was.
& Thank You
JTFM , If i may suggest to clear up any concerns , questions regarding whether ANI is pursuing Libigel , Just call Mr Art P , When i spoke to him in past he told me he is open to speak with investors here.
I mentioned that a few years back to you and conveyed to you what he told me. Now that may have changed , Rather then give false hope to investors and speculate which BTW i hope your right , but there comes a point where its like a bad break up and one is hopeful the other is coming back lol Really i have a lot of respect for you and your research but the easy thing to do to eliminate ""IF"" call him.
If you have questions just ask you maybe surprised at his answer, I had a nice conversation with him. From what i remember ANI focus was not putting money into Libigel , At some point you have to ask why ? So ask,,,,,There has not been one material PR or statements that i recall from institutional investors at meeting that spoke about Libigel and asked what the status was. Which BTW is a bit odd that they would not ask over last several years. Maybe there is "Horse Trading Going on" behind close doors !
Thanks For your posts here , GLTA all and even the two "BOTS"
Hum yeah why would he suggest ANI wont even make an announcement ? That’s odd
Wonder if any here are vested in MNK ( they Bot ) & would not want to see ANI advance Corti , Hum
A 100 Mil investment in Corti you have to know they will make announcement.
LD cant find myself to call you lord lol Since I only have one in my life .
There s been a long standing debate as to what the role of Gov should be , The intent of our founders and the concern many of them had back then are issues that are still weighing heavily on workers in USA today. Why not Use the endowments colleges have in bank to pay and cut the cost of college, placing the burden on families struggling to provide for their own family is not the answer. They have enough to worry about !
Lets pray for those families being effected by this horrible pandemic !
JMHO
Using her logic , so the hard working tax payer gets the shaft again paying for other peoples family choices, Like some went to state schools and stayed home & took night course s to pay while their partners worked 2 jobs do they get there money back too ? Or the kid that went to trade school and paid his/her own way how about them ? The idea a entire society will continue to survive and shift to a broader authority utilized enforced collectivism as a standard across the spectrum is not just not possible.
I am sure some would be very pleased , many middle american families just getting by get screwed again. She had what she thought like others in the party ideas that did not resonate with middle american. West and East coast does not reflect the views of middle america, Proof of that just became realized by Dems, and they now have Biden as their leader.
Stay Well
Thank You JTFM
What is untold here or just grossly misunderstood about USA is past generations were not afforded a education passed 12 grade, many of that greatest generation had zero opportunity, so for anyone to compare the sacrifices they made to anyone alive today simply boggles the mind. I am very pleased to see stores coming back with paper bags , we have the largest economy and industry in the world and we always need to do a much better job with environment. and we are advancing that initiative. Funny story , I am sitting in my large SUV eating lunch and a small electric gas saving car pulls in to taco place , Bumper has a "RESIST sticker" soon after they pull out open the window and toss their garbage out into parking lot,, Lol many are posers that like the optics of saving the environment and are full of it. especially ones on east and west coast elites and Hollywood consistently telling other s to conserve while flying on private planes and their Yachts, with a few mansions all over the world they are usually the biggest hypocrites and pretend to care. Back to past generation s
Many families could not afford the cost of college back then to state other is simply false, Baby boomers 3-10 kids in households, mine was 6 of us at one time living in a 2 BR apt in Brooklyn , Back then trade schools were available and many with the prospect of a higher learning development that worked hard and appreciated the opportunity and qualified did go to college. The results of state and gov push over past few decades for higher ED for ALL resulted in Colleges raising the cost [ not many ever speak to that ] so the open check book led to 1.4 Trillion in debt Tax payers pay K-12 and trust me living in NY its very expensive many work 2 jobs here average property tax alone on long island is 10-25K a year add in State tax, Fed tax most already paying 45% of their income. The college drop out rate is roughly 40% more than 1/2 the bushiness in USA owners did not go to college, the vast majority of business owners large and small started out of their garage even the likeness of co's Amazon, Apple , Gates, Aprox 15 Million or more Americans are self employed " """452,835 companies were founded in 2014, but this is less than 30 years ago While one might assume the number of small businesses launched each year is increasing, it’s been decreasing during the past few years due to reasons like industrialization, the Great Recession, and increased regulatory requirements."" and i would add globalism, we bring in workers A1 Visas to do some of the jobs our kids and their parents are paying $ for college ed's they are being replaced for lower wages.
""Despite fewer businesses being started each year, business failure rates are on a long-term decline
The rate at which American entrepreneurs closed shops has fallen by 30% since 1977. [https://www.entrepreneur.com/article/254871]""
https://educationdata.org/college-dropout-rate/
https://fitsmallbusiness.com/entrepreneurship-statistics/
As for elitist like Warren aprox net worth 12 Mil in politics its about control , she and others like her just want power, they want to tell you how to think, who to like , what to eat , IMO Americans will continue to reject socialism , we are a compassionate country with free individual independent thinkers that live in a free society. Its a fact Some work harder , some do not and choose their own path in life. And what is right for one person may not be right choice for another. The notion that everyone works the same or quotes from last pres "" you did not build that alone"" many of that 15 Mil self employed business owners who BTW provide around 75% of the work force rejected that statement , so much so put trump in WH. So best wishes to my friend in the north ! I always appreciate and respect your thoughts & some others here ! Stay Safe and God Bless
Good friend of mine once said if we agreed on everything all the time one of us is lying lol
To compare to WW2 gen is a huge stretch , huge , another good one is “ many people today never let the truth get in the way when telling a story !! But I def agree lots of good young people that was never a question , the focus on everyone is entitled to go to college allowed colleges to charge more , and more , why not , tax payers will foot the bill right , CVS just brought back the paper bag what a novel idea , maybe trade schools will come back soon too , ingenious all the best J
One last thought J , historian s will have much to write about the EU , how an idea of “” globalism “” was able to convince some of the most independent, powerful counties to Give up their sovereignty , and in part independence , & their thousand s of years history without a shot being fired. It’s really remarkably. IMO once this passes the market will regain much of it losses , I hope so , and more so there will be many discussions as to how / why did this happen , and how to make sure it never happens again , we have to start manufacturing more in USA , someone we know ran on it , and warned us , and he was highly criticized by media , & sadly still is.
JMHO
Yeah brings back memories Brooklyn bug spray truck fogging the streets pesticides , crazy , before the 90 s it was all about American families , I was fortunate to be brought up by the greatest generation In my lifetime , recent 75 year of WW2 , men storming beach of Normandy , & a country determined to conquer a evil Dictator , hard to imagine what it was like living in a uncertain time not knowing if freedom would survive , but it did @ a enormous loss of life & with a culture of men & women that understood the cost of freedom. What were faced with today is the result of another evil dictator that suppresses their people and is responsible for this global horrific virus. It’s inconceivable , I often wonder what that greatest generation would think of our current culture now ! If it was for them we would not have freedom All JMHO
Hi Jadite
Hope this finds you doing well , we both have seen the effects of the shadow hand that has influence in highs and lows on this stock , no Q in my view it’s manipulated
Our current MC is comical , IMO this message board also in control and blogs censored to stay in line with certain objectives ! ANI IMO has much short term potential than most realize , this Company is run by some very progressive forward thinking professionals that have vast knowledge & far reaching contacts peers. Ca Facility and Ani global partnering initiative are very bold & aggressive moves. I had the pleasure in speaking to Art P once before Bpax acquired and after , I found him to be engaging & very knowledgeable . I am very pleased with his Leadership , glta
One other IMP event recently took place
ANI dropped to 28 bucks then popped to over 40 Bucks on what catalyst ? None that i can find. Volume really did not support pop
So if they can jump 28 to 42 with nothing to support ,they can also pop this to 100 , all things being equal that is just a fact.IMO the float is so tight because very few shares are owned by retail investors
As for Libigel anything is poss , i am hopeful they will partner or sell the asset , Very hard to believe that over a decade of study and we know proven safe really has no value to another large biotech ! What is a fact is ANI has not made any effort to inform investors of what their current objective is if any for Libigel. Really makes no sense !
JMHO
JTFM
From recent earning s Royalty and Other
Fourth Quarter Net Revenues - Result and Update
Royalty and Other decreased 34% to $0.6 million from $0.9 million, primarily due to the timing and volume of product development and laboratory services revenue earned by ANI Canada.
Q i just sent to IR Is ANI Canada filing a separate Tax return ? does all revenue / cost reflect Q4
And this ""Contract Manufacturing
Fourth Quarter Net Revenues - Results and Update
Contract manufacturing revenues decreased 28% to $2.6 million from $3.7 million in the prior year period,
due to the timing and volume of orders from contract manufacturing customers in the period.
Recent Article https://www.bccourier.com/cancer-immunomodulator-market-to-witness-a-healthy-y-o-y-growth-during-2025-players-abgenomics-corporation-ani-pharmaceuticals-baxter-international-amgen-biovest-international/
J, Call yourself a idiot !
And does evaluation include any value [3] factories , Their portfolio and Investments in revenue Vs asset s
Will have a much better valuation after decision is made on Corti , Same person that suggested ANI should look for a buyer now, Yes, prior to realizing value of Corti is making factually incorrect statements always has.
Thanks Dasgrunt , You soon see a pattern of behavior in some assessment of ANI here, My guess either short or MNK investors , most of which is spin and baseless ! JMHO
I get what your saying ; i always ask others their opinion i think its good to hear the other side , to be honest i read your post and his and it reminds me of the guy Davis who also always ended in “ Cheers “ he and this other person “ old school dog “ used to post on Bpax board Biosanti which spun off acquired by ANI
You & J remind me of them for some reason , anyway you seem like a intelligent person can't imagine why you would defer to him to give a evaluation of ANI , you have to admit that seems odd ? Especially for a bright person like yourself , Imo its analogous to asking a drunk to watch your drink - he has a bias objective here , pretty skeptical on ANI from day one , i just assumed he was a short , and truthfully you too ! I find it hard to believe anyone holding 43 K shares would ever let strangers know their holdings , you 2 smart for that , in a few weeks we will be back to 60 - 85 Jmho and you will do very well , i am sure you been cost adv down , at this price who would t right ! Your screen name speaks to a higher power so that says something as well. Good luck all the best
Yeah awesome idea , let’s ask J for evaluation ,
Incredible idea , I got my 100 K shares , I may buy more after J give us his thoughts ??
IMO In near term once the media pulls the plug on the scare and panic tactics they will give the nod to their big money pals
And they will buy ! For big discount , the fundamentals of our economy has not changed , the virus and news is driving this !
H1N1 in 2009-2010 effected millions worldwide , 12-17K American s died , does anyone remember media going nuts ? My opinion much of this media hype has to do with defeating Trump , he closed off travel in Jan from China the media went crazy the people of View and morning Joe called him all sorts names , no one in media giving him any credit , Trumps been saying for years we need to bring manufacturing back 20 years ago he said same , they call him a isolationist , and more , again Trump was right , 90 % of some component in Med s made where ? China , maybe now people will understand why we need to be able to manufacture here in USA ???? JMHO
Not complaining ? Really all you do J
Pumping ? Its a "Investors Board " Not the intervention hotline "
How does a person invest or set off to accomplish ANYTHING with such a neg attitude. And the fact that most / all investors lost $ no one wants to here your constant bitching
Sry but its ridiculous and selfish
JMHO
Yeah you & 99% of all investors
You act as if investors here aren’t effected ,,,only “ You “ “ You “
Ok now your Ignore there’s zero reason to read your constant complaining
B.B. is it unreasonable to react to current PPS as a buy op ? I am there’s nothing to suggest that I can see that has to do with the Co
So 30- 40% play , JMHO
Exactly Catty
No one in right mind would look to sell now, Its so ridiculously ignorant for anyone to suggest, maybe a short or someone invested in MNK, i can see them saying that
We are In front of Corti , ANI has a very unique op to monetize a block buster drug and they put 100 Mil in to Corti to accomplish same
Anyone with 1/10 business mind would know that
GLTA