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Does anyone know when we can expect a product launch?
Seems like ANI has underperformed the past year with product launches. I hope this doesn’t continue.
Trying to figure out what guidance may be?
My opinion.
Multiple let down on earnings, retracted guidance, corticotropin filing date most likely later than everyone thought , no big upside for two years.
I'm just guessing any other thoughts?
I thought this earnings season would actually break the norm and the stock would go higher, possibly even trading mid - 70's before earnings. Looks like that is not the case and it's just a typical case of ANI.
Even though this stock has performed better than most of its peers it still cannot get over the hump. Hopefully I am proven completely wrong on Tuesday but highly doubt it.
What kills me is how institutions (I am guessing) seem to have such great insight to earnings prior to release. I really think this needs investigated.
I believe if ANI disappoints on earnings shame on them. They rarely beat the earns they set out, usually always falling sort. I remember the last earnings call Art mentioned they had a "chemistry" question from the FDA regarding Corti. Hopefully bad news on Corti is not the reason for the fall in price. Also, where are the product launches????? The past two years they have failed to launch many products. Also, why no mention of revised guidance??
Just frustrated...….. watching paint dry seems to yield faster results. I just hope we are not getting screwed.
What will the annual revenue be to ANI for the Ezetimibe; Simvastatin Tablets?
Is this over 100 million?
Does anyone know what additional revenue these approved products will bring this year? Any guesses?
Anyone else check out all the positions for hire on the company's website? Thoughts?
Need some help here. I have been around since the Biosante days. I bought after the failed Libigel trails.
I remember Nystprofessor (spelling??) posting on the yahoo message boards telling us about IHUB. Although I have recently just made a few posts I have followed this stock and message board daily since I have owned the stock.
I must say the recent options selling has me a bit concerned especially after seeing the CEO sell more again. I realize most of the people still have very large amounts of share left, but the selling is also very substantial. I do not believe this company has ever had so much insiders selling such large amounts.
I also do not know why this would take place before the big "Transformational" Opportunity we continue to hear about in Corti.
Makes me think the worst:
1. Has corti hit a snag in development or with the FDA that we do not know about and will be dropped like a bomb on us? Which not to mention the development alone has been like watching paint dry a few times over.
2. Does management just know 2018 will be another lame year? Even though they have done a great job year over year.
3. I also wonder if any similar trading has taken place in other companies maybe prior to merger??? Maybe these options are being sold because new ones will be distributed? Would be interested if anyone has seen this before.
Worst part is we will never know and that frustrates the hell out me. I just do not want this stock to gradually go down into the 40's or be surprised one day with bad news and the stock tank.
Just very suspicious about the recent selling and am thinking very hard about moving on.
I would have thought so as well. They did not even provide a webcast link to the presentation on Wednesday.
Now I see CEO is selling substantial shares. Can't imagine anything being worthwhile coming up with this amount of shares being sold.
JTFM, I just find this whole thing extremely puzzling and very frustrating. I just to do not see how they would wait 5+ years (partnered or not) to make an announcement on Libigel? I am not sure any company would wait this long whether it is ANI, Abbvie, or whomever.
To me something just does not add up. I just hope there really is development going on with Libigel.
Partnered or not ANI should take a run at Libigel. We have seen they are willing to take risk with their acquisitions, i.e. Corti. Why not develop Libigel.
I just do not get this. I just hope this opportunity is not being overlooked.
Has ANI ever gone 5+ months without news of a product launch?
This seems very odd to me with the amount of products that I believe were to already be launched.
I also have noticed the corporate presentation was never changed as well which you would think with no updates/product launch they were being acquired.
But the purchase at the end of the year does not back this theory up.
Markets terrible right now, especially for generic drug makers. Just look at Lannet, talk about brutal.
Frustrating all around......
JTFM,
So I only see our 2018 revenue as of right now between 220 - 230 mil?
This of course doesn't take into account future product launches or acquisitions but with that being said I think this revenue is below expectations.
Just wanted to your thoughts on these numbers.
Thanks
I was wondering if I could get any thoughts as to why we have seen so few product launches?
I know at one point we were expecting 10+ products to be launched last year. We were a far cry from that and ANI has not launched a product in over 4 months.
I thought the "quite period" was the answer but with the recent acquisition announcement, that de-bunks that theory.
I just do not see where the revenue is going to come from in 2018?
Any thoughts would be appreciated.
Thanks. I am by no means an expert but it does seem the corti re commercialization has been a very conservative approach. Hopefully during the meeting that is taking place this quarter with the FDA they are able to streamline the process and get more aggressive. I wonder if we can find out a date for the meeting?
With the transaction you mentioned, based off of ANI's current timeline for corti it looks like they will be 3rd to the party. I would like they would want to do everything they could to gain market share ahead of this other company but unless they are able to shorten their approval process it does not look like this is going to happen. Hard to believe this is going to take 3+ years when said and done just to get back to the market.
Hopefully FDA will help.
Jadite,
What exactly do you mean regarding your comment about rethinking the corti drug strategy?
I would think this would help the process for corti as well?
Bloomberg did a similar report back in August on Paratek Pharma.
Nothing ever became of a buyout? Does anyone think this is a scam?
Jtfm,
Do you see anyway for corticotropin to get approved earlier?
Jtfm,
by looking at this presentation it looks like the Snda filing this still a good 8+ months out are you seeing the same thing
Jtfm,
Does mean they have received the patent or it has just been filed again for approval?
Jtfm,
Any thoughts as to why the pps drop even with I nice acquisition so close to earnings?
Jtfm,
Can you shed any more light on this? What does claiming the benefit of this case mean and how would it affect ANI?
Any idea when they would hear back from the patent office?
Thanks
I understand but they do own it. I would just think they would have seized the opportunity.
Jtfm,
If Hypertension is truly the opportunity we all think it is, I am amazed ANI is not exponentially more aggressive.
I understand the hurdles with the patents but I still think they are missing their golden opportunity with too much patience. I know you got the message out in your SA Article but I wish something else could be done.
Jtfm,
Have you still been keeping an eye on DFFN?
If so, any thoughts?
Thanks
Jtfm,
Could you explain this further? Are you saying the recent 30 million line of credit is tied to libigel?
Thanks. I guess we will have to wait until the earnings call to find out about the cancer drug.
Jtfm,
Have you seen any new information regarding the patent(s) for libigel?
Jtfm,
Is there any generic competition? If not, this could be a nice revenue generator.
I am guessing the cancer drug did not get approved?
Anyone know what is going on with the cancer drug?
Is this the cancer drug? I do not see this drug on the upcoming launch page of the first quarter earnings nor the May presentation page.
Jtfm,
The bigger question maybe is Lansoprazole ANI's drug? If so, that maybe bigger than the anti cancer drug. You would they would have said something along the way.
I thought the corti drug had already been approved by FDA?
Jtfm, doesn't ANI's Corti already address more indications than Acthar? I think there is a chart showing this on the corti presentation. So if ANI was to go 20 percent of the Acthar market wouldn't they also market the other indications as well?
Jtfm,
How would that number decrease by 1.2 billion? Does not seem possible unless something is wrong. Also the cancer drug got pushed back until June 7th?
Very slow processes on all fronts.
Isn't Robert Schrepfer Exercising options two days before earnings a bad sign? Can someone shed some light on this for me?
Jtfm, when do you expect ANI will here a response?
Thanks again for your time!
I didn't see the breast cancer covered on either of the three patents? Am I missing something or is there a separate one covering it?
I cant believe ANI isn't pursing more intensely, I guess if they are able too?
Thanks!
Any idea where we are at With the Methods for Decreasing Cardiovascular risk in postmenopausal women? Since that is the big one!!
JTFM,
Any idea when we may hear the response on the cardiovascular risk patent? Isn't this the big one we have been talking about?
I am unaware of the second patent you are referring too? Could you shed some light on this one for me?
Which one do you think is link to the removal of the AVARX posting?
Thank you for your time!
JTfm, I may be missing something but what happened to the generic of I believe prevacid or some perrigo product ani was going to launch q1 15? I thought the market for this particular product was 200-250 mil.
Thanks.