ANI Pharmaceuticals (ANIP)

[LordDarley]

Organon is in a great position. Prepaying $100M opened my eyes as to the confidence they must have while paying that huge dividend.
I know people hate to thiink of MNK, but I wish I knew what the plan was at that company. Acthar is such a valuable franchise. Do they go it alone, seek a partner for more testing, or sell it? A real strong partner with post-bankruptcy MNK or a new owner of Acthar, is serious competition.

I think you know I discount Libigel, which is probably my ignorance but seems to be the ignorance of the investment community as well. And I'm sceptical about what we will get from Novitium. Corti is the transformational product. It must succeed, or we issue more stock to keep going. I think ANIP will pull it off, but I'd be so happy to hear that we have a stronger partner on our team, or maybe just owning the team.