ANI Pharmaceuticals (ANIP)

[rgshredder]

Great sleuthing!

I've looked at a few mergers/purchases Ampersand has performed, BrammerBio to Thermo Fisher may be the largest at $1.7B? But I can't find any publicly traded companies held in their portfolio (before bo/merger)? Anyone uncover any past mergers/sales to see how well they actually do in this respect? I noted anywhere between $100m and $250m in annual revenue for Brammerbio- I know it isn't apples to apples, and a lot of factors go into that value etc. But if they show a pattern of undervaluing in an effort to sell quick, it'll be a frustrating direction we'll be heading--this would be my only concern at this point.

Also, I think the plan was always to go this direction after Corti was submitted, I also think Art knew this. This seems to be moving pretty quickly at this point to not suspect the dominoes were in motion well before March/April.
RG