Replies to post #139 on ANI Pharmaceuticals (ANIP)

[Just the facts maam]

Homeslice, I have been watching NDA & ANDA approvals pretty regularly and TEVA has yet to receive approval for Tesneo (Bio-t-gel).

But I believe that is a Q3 or Q4 event. If the Abbvie settlement for the lawsuit which was launched in April 2011 kept a 30 month stay on approval, I would expect a Q4 approval which would be consistent with the payment scheme.

I agree getting the 180 day exclusivity would get us a $0.50 bump in PPS. But even better it would give us 7.5 % royalty for 6 months and Teva the opportunity to gain a strong generic market share.

If they got another million for GVAX that's another $0.10 bump.

In any event when the numbers come up the markets will realize that the company is no longer a biotech. It is now a pharmaceutical company with some biotech opportunities from historical work.

One thing that Pryzbyl was proud of the loyalty of his employees, a dedicated workforce who have helped create a very low Cost of Sales to Revenue ratio.

When I started researching their new competitors. ANI's ratio sits at approx. 42%, Akorn is at approx. 48% others were as high as 74%. This when understood by the markets should attract investors. They have existing capacity which should drive the ratio even lower as sales increase.

I don't foresee an ANDA for Libigel. According to Przybyl, Libigel will be thoroughly examine at a later date, I figure once they have Teva revenues fully entrenched. He will be looking for a partnership, not a sale. I figure Abbvie, where Snabes is not Sr Diector of Men and Women's Health Division will pull the trigger in the six months to a year. As a listed inventor of the "Methods for decreasing cardiovascular risk in postmenopausal women" patent application, Snabes should be able to sell Abbvie on the partnership. I am pretty certain he or Abbvie does not want to see it going to a competitor.

Abbvie needs products to offset the loss in revenue when Humira comes off patent in early 2017. I would be highly surprised if Libigel for HSDD, CV and Cognitive benefits is not part of that plan. If so they will need to get the testing, approvals etc.. in place. A 50-50 partnership with Abbvie, would be very nice.