Latest news with #ANIPharmaceuticals'
Yahoo
30-06-2025
- Business
- Yahoo
The Top 5 Analyst Questions From ANI Pharmaceuticals's Q1 Earnings Call
ANI Pharmaceuticals' first quarter results were marked by substantial top-line growth, but the market responded negatively, with shares falling sharply after the report. Management attributed the quarter's revenue strength to a surge in generics sales, ongoing robust demand for Cortrophin Gel, and increased activity in branded products. CEO Nikhil Lalwani said, 'The first quarter reflected particularly strong performance for our generics business, continued solid demand for Cortrophin Gel, and increased demand for our brands portfolio.' However, margin pressures and near-term challenges in the retina segment weighed on investor sentiment. Is now the time to buy ANIP? Find out in our full research report (it's free). Revenue: $197.1 million vs analyst estimates of $179.6 million (43.4% year-on-year growth, 9.8% beat) Adjusted EPS: $1.70 vs analyst estimates of $1.38 (23% beat) Adjusted EBITDA: $50.75 million vs analyst estimates of $42.4 million (25.7% margin, 19.7% beat) The company lifted its revenue guidance for the full year to $780.5 million at the midpoint from $766 million, a 1.9% increase Management raised its full-year Adjusted EPS guidance to $6.45 at the midpoint, a 2.2% increase EBITDA guidance for the full year is $200 million at the midpoint, above analyst estimates of $195.8 million Operating Margin: 13.3%, down from 14.8% in the same quarter last year Market Capitalization: $1.31 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Gary Nachman (Raymond James) pressed on whether the new pre-filled syringe for Cortrophin Gel could materially expand use and asked about the impact of added sales reps. CEO Nikhil Lalwani said early feedback was positive and that the expanded field force is gaining traction, but no further rep additions are planned for now. Faisal Khurshid (Leerink Partners) sought clarity on commercial access barriers affecting the retina segment, particularly regarding Medicare. Lalwani explained that lack of foundation funding for co-pay support in Q1 reduced access but the company is exploring alternative pathways and expects improvement. Vamil Divan (Guggenheim Securities) asked about the potential impact of upcoming clinical trial results for retina therapies and the significance of Prucalopride exclusivity for generics. Management confirmed that positive trial outcomes could broaden ILUVIEN's use, and that generics revenue will dip post-exclusivity before rebounding. David Amsellem (Piper Sandler) questioned the sustainability of payer dynamics as the Cortrophin category grows and inquired about surprises in the Alimera acquisition. Lalwani asserted that payers value competition in ACTH and expressed confidence in resolving challenges related to the retina portfolio. Ekaterina Knyazkova (J.P. Morgan) probed which indications are driving Cortrophin Gel growth and whether ANI's U.S. manufacturing footprint could be leveraged if tariffs are enacted. Lalwani detailed broad-based growth across specialties and confirmed spare capacity to meet potential tariff-driven demand. In the coming quarters, StockStory analysts will monitor (1) the pace of Cortrophin Gel adoption enabled by the pre-filled syringe and outreach to new prescribers, (2) the recovery in retina segment sales as commercial changes and market access initiatives take effect, and (3) sustained momentum in generics following the expiration of Prucalopride exclusivity. Any developments regarding pharmaceutical tariffs and the ongoing CG Oncology royalty litigation may also influence results. ANI Pharmaceuticals currently trades at $65.50, down from $71.67 just before the earnings. Is the company at an inflection point that warrants a buy or sell? Find out in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today.
Yahoo
30-01-2025
- Business
- Yahoo
Investing in ANI Pharmaceuticals (NASDAQ:ANIP) three years ago would have delivered you a 53% gain
By buying an index fund, you can roughly match the market return with ease. But if you buy good businesses at attractive prices, your portfolio returns could exceed the average market return. Just take a look at ANI Pharmaceuticals, Inc. (NASDAQ:ANIP), which is up 53%, over three years, soundly beating the market return of 27% (not including dividends). On the other hand, the returns haven't been quite so good recently, with shareholders up just 6.3%. Now it's worth having a look at the company's fundamentals too, because that will help us determine if the long term shareholder return has matched the performance of the underlying business. Check out our latest analysis for ANI Pharmaceuticals ANI Pharmaceuticals wasn't profitable in the last twelve months, it is unlikely we'll see a strong correlation between its share price and its earnings per share (EPS). Arguably revenue is our next best option. Generally speaking, companies without profits are expected to grow revenue every year, and at a good clip. That's because it's hard to be confident a company will be sustainable if revenue growth is negligible, and it never makes a profit. ANI Pharmaceuticals' revenue trended up 35% each year over three years. That's well above most pre-profit companies. The share price rise of 15% per year throughout that time is nice to see, and given the revenue growth, that gain seems somewhat justified. If that's the case, now might be the time to take a close look at ANI Pharmaceuticals. A window of opportunity may reveal itself with time, if the business can trend to profitability. The company's revenue and earnings (over time) are depicted in the image below (click to see the exact numbers). Balance sheet strength is crucial. It might be well worthwhile taking a look at our free report on how its financial position has changed over time. ANI Pharmaceuticals provided a TSR of 6.3% over the last twelve months. But that return falls short of the market. But at least that's still a gain! Over five years the TSR has been a reduction of 1.1% per year, over five years. So this might be a sign the business has turned its fortunes around. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. Case in point: We've spotted 1 warning sign for ANI Pharmaceuticals you should be aware of. But note: ANI Pharmaceuticals may not be the best stock to buy. So take a peek at this free list of interesting companies with past earnings growth (and further growth forecast). Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
