ANI Pharmaceuticals (ANIP)

[Just the facts maam]

Silvr, I believe Lalwani was referring to 2024 when saying there are no planned outsized product launches. Tamafidis (Pfizer's Vyndaquel family of drugs) is the blockbuster drug where Nuray Chemicals have patents to an improved version of the drug. Assuming ANIP gets the licencing rights, and unless they make deal with Pfizer, this likely won't be approved, using a 505 (b)(2) process, until 2026 or later. Pfizer has marketing exclusivity until May 3, 2026.

As for the market opportunity of oral solutions. I believe Pryzbyl indicated that Oral Vancomycin Hydrochloride would capture a 10% of the overall market. I imagine a similar percentage can be used for the drugs they are targeting. Since it will be branded and with no competition, it will be offered at a higher price to the existing drugs. Some of the drugs such have superior storage duration which can also increase market share.

In any event the pipeline should provide long-term above average growth.