Replies to post #123763 on Savvy Trades and Investments

[researcher59]

ANIP -3.77 to 67.76, I joined you with a few shares and am surprised to see the stock down after an earnings beat and raised guidance. A year ago the forward PE was 15. If it can get back to that valuation the stock will be $97 based on the FY25 guidance for EPS of $6.27 to $6.62.

I'll be accumulating on further weakness.

[researcher59]

ANIP (69.01) reports a strong earnings beat for Q2 .... EPS of $1.80 was 28% ahead of estimates ....

briefing -

ANI Pharma beats by $0.39, beats on revs; raises FY25 guidance (69.01 ) :
Reports Q2 (Jun) earnings of $1.80 per share, excluding non-recurring items, $0.39 better than the FactSet Consensus of $1.41; revenues rose 53.2% year/year to $211.4 mln vs the $190.12 mln FactSet Consensus.
Co issues raised guidance for FY25, sees EPS of $6.98-7.35 from $6.27-6.63, excluding non-recurring items, vs. $6.53 FactSet Consensus; sees FY25 revs of $818-843 mln from $768-793 mln vs. $791.51 mln FactSet Consensus.
"We had another record-setting quarter for our Company, with all-time highs in net revenue, adjusted EBITDA, and adjusted EPS, reflecting very strong momentum across our business units," said Nikhil Lalwani, President and CEO of ANI. "Our Rare Disease team delivered exceptional sequential and year-over-year quarterly growth with Cortrophin Gel, driving prescription demand and new patient starts to new highs. Our Generics business achieved another strong quarter fueled by new product launches and operational excellence, and our initiatives to improve the performance of our retina franchise yielded positive results."