Chris Bunge
Hedge fund analyst, long/short equity

ANI Pharmaceuticals: Nothin' Generic About It

ANI Pharmaceuticals, Inc. (NASDAQ:ANIP) is a specialty pharmaceutical company that develops, manufactures, and markets branded and generic prescription pharmaceuticals.

ANIP created a very attractive business model, in which it enters markets with few competitors allowing them to increase pricing and improve margins. Their current business model has proven to be highly successful as competition has left the market and they have improved pricing on their two biggest revenue driving products: EEMT & Opium Tincture.

In addition, ANIP has recently acquired 31 products from Teva, which I believe provide material upside from current levels. The acquisition has the added benefit of diversifying the company away from unapproved drugs. After talking to the CEO of ANIP, he stated that they...

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