Replies to post #12428 on ANI Pharmaceuticals (ANIP)

[rgshredder]

Great email, but I've been down this road, and a phone call and a few emails never brought me closer to any answers. I hope it's different in your case, but if it isn't, here's his direct email. PR serves as a filter and nothing more--in speaking with them directly on the phone, it's clear how little they know of the company (as they're an outside firm).

[e-mail]


RG

As an aside- when I spoke to them on the phone, I inquired why IR is awful at responding to emails- she admitted they didn't have access to the investor relations email through the ANIP website so any emails going through there were never read during the IR transition. She wasn't confident whether the problem was fixed while I was on the phone with her...this is Lisa Wilson's email who owns the PR firm handling IR for ANIP: [e-mail]

[LordDarley]

JTFM, Your message is a model for good communication: concise and clear.

I'm not real optimistic it will be picked up in this call, but if there were even a whisper, ANIP stock would explode. We are now in a market of hopes and dreams, not real reality. (Why else would Bitcoin be trading at $55,000 ?) Even the remotest reference to your theme would ignite a big move up. Can you imagine if Cathy Wood from Arc bought into this as an idea?

Anyway, I'm thinking your well articulated theory will not be a subject for this announcement, but it's a possibility in future. My prediction:

1. The Corti filing will be announced to be on schedule or maybe a little behind schedule to get things right. This is anticipated and will not move the stock a lot.

2. The new 3 person team will be described in more detail. We are definitely paying for them. Look at the Form 4s, a combination of unrestricted grants and non-vested options. (The beauty of non-GAAP accounting is you can pretend you are not giving away the company to executives, but ANIP needed to create an entirely new team, and is doing that.)

3. I don't see a compelling reason to buy the stock ahead of the announcement.