Replies to post #867 on ANI Pharmaceuticals (ANIP)

[Just the facts maam]

RD3, I am very serious for the following reasons.

Hi Tech trading at $43.09 which = 130.57 X last quarter’s EPS of $0.33.

Lannett trading at $24.99 which = 199.92 X last quarter’s EPS of $0.12

Impax. trading at $20.30 which = 290 X last quarter’s EPS of $0.07

Akorn trading at $20.89 which = 189.82 X last quarter’s EPS of $0.11

Hospira trading at $40.43 which = 202.15 X last quarter’s EPS of $0.20

Perrigo trading at $128.62 which = 102.08 X last quarter’s EPS of $1.26

Mylan trading at $38.41 which = 85.36 X last quarter’s EPS of $0.45

Excluding the highest and lowest multipliers of the group, the remaining pharmaceuticals trade on average at 164.9 x their last quarter EPS.

If ANI gets treated accordingly and comes in with an EPS of $0.15 to $0.20 they should be trading at $24.73 to $32.98

Now with the possibility of Teva selling Tesneo in January, 2014 and Teva being known for their aggressive marketing , sales of $200 million are not unreasonable. If this were the case ANI gets $10 million per year in royalties. That will add approx. $0.26 to ANI’s quarterly EPS. That works out to another $42.87 to the share price.

So yes, $70 by May, 2014 (post Q1 earnings) is very possible.

[homeslice10]

I understand your points R3D. And the market has not been kind to us in the last 3 to 5 years here in anip land. So the company certainly has some things to prove to the street before it gains any kind of wall street darling status.

I'd accept a run to 14 and retraction to base at 12 before Dec.