ANI Pharmaceuticals (ANIP)

[LordDarley]

JTFM, I think I'd be happiest if Samy became the CEO. He knows how to make a deal. All those shares Novitium holders got were for free, on top of the 90 million cash. His team's all in cost for shares after a merger was the deferred capital gain taxes.

Honestly, this is just not hindsight. I still can't fathom, with the company on the cusp of CORTI approval, that they would go so heavy in debt for Novitium. Why not wait until there is real cashflow from CORTI? I smell major write-offs. There is a reason why Carey sounds so glum. They will be back to the well for capital within a year unless they hit it out of the park with Corti. Interest rates going up.