ANI Pharmaceuticals (ANIP)

[LordDarley]

Nice aticle, JTFM. Way over the bandwidth of Seeking Alpha without a better lead-in. Your conclusion - This is not reflected in share price of ANIP or AbbVie - should have been the lead-in. That's what these readers want. A BUY recommendation.

So, continuing my admiration of your extraordinary scholarship, good work, but I think there is a real reason this is not in the share price for ANIP - not gonna happen.

What is appealing for ANIP, and I have to stretch, is that after this over-priced acquisition of Novitium we have a lot of insiders owning shares now, almost 30%. Hopefully, Samy and team, who got 2.5 million shares at pretty close to today's price, will be with us for a long haul, but he and his team score big on any private deal over $35. Don/t forget, they already pocketed $90 million for this hocus pocus that Novitium would be "immediately accretive to earnings." Very clear that Novitium was a desperation move. Not selling now, and maybe it's worth buying a little more at today's price, but female testosterone as an add on for value is fantasy. It's all about Corti, and whether we can outmaneuver MNK.