ANI Pharmaceuticals (ANIP)

[LordDarley]

I'm glad JTFM alerted us so quickly to the Cantor presentation and that it could be viewed on the website. What a change from the "old days" when you sometimes could not even get a transcript of a conference call.

It was such a positive event, I bought some more on Friday. Nikhil showed much more confidence and knowledge about the company than earlier, which is to be expected, but still nice to see. When asked, I liked the gracious way he described the company as he found it - well run. Rather than dissing past mistakes, such as consistent overestimates for earnings and the RTF issue, he simply said that he had also found "opportunities." Very nice.

He also was very coy, which showed confidence, about pricing and marketing strategies for CORTI. No question about who is in the crosshairs, and MNK insiders cannot be feeling good.