Bagel
The Q I have is what’s changed in Prescription drug market ? And Are those changes effecting ANI , Earning continue to grow , their portfolio is vast , they just acquired a New Pharm Co in Canada !!!! So What fundamental change happened to warrant this PPS ? I have no clue
But I do know we shot up to 74 bucks on no real news , and that’s not the first visit to over 70 in past several months. I also know earning have grown YOY like very few Co s in their business. The MC is 550 Mil or so and recent yearly earning gross around 181 - 200 Mil , does anyone have any idea what the actual real value of ANI is ? All assets totaled , net , I am guessing it has to be close to MC ? I am long , I am pretty sure we will continue to grow , JMHO