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Update shared on10 Aug 2025

Fair value Increased 11%
AnalystConsensusTarget's Fair Value
US$90.50
3.3% undervalued intrinsic discount
14 Aug
US$87.47
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1Y
45.7%
7D
7.4%

Despite a meaningful reduction in consensus revenue growth forecasts, ANI Pharmaceuticals’ future P/E multiple has declined, improving perceived value and contributing to an upward revision of the consensus analyst price target from $81.38 to $85.75.


What's in the News


  • ANI Pharmaceuticals raised 2025 earnings guidance to $818–$843 million from prior $768–$793 million.
  • Results from the NEW DAY clinical trial for ILUVIEN in diabetic macular edema showed no statistically significant reduction in supplemental aflibercept injections; however, ILUVIEN met a secondary endpoint of longer time to first supplemental injection.
  • ANI was dropped from several value-oriented Russell indexes (including Russell 2000 Value, 2500 Value, 3000 Value, and Small Cap Comp Value) but was added to the Russell 2000 Defensive and Growth-Defensive Indexes.
  • New preclinical study showed significant dose-dependent efficacy of Purified Cortrophin Gel in a mouse model of inflammatory arthritis, with reduced joint swelling and inflammatory cytokines.
  • ANI initiated a Phase 4 trial at Massachusetts General Hospital to compare two dose levels of Cortrophin Gel for acute gout flares; company also amended its certificate of incorporation at the AGM.

Valuation Changes


Summary of Valuation Changes for ANI Pharmaceuticals

  • The Consensus Analyst Price Target has risen from $81.38 to $85.75.
  • The Consensus Revenue Growth forecasts for ANI Pharmaceuticals has significantly fallen from 10.8% per annum to 8.9% per annum.
  • The Future P/E for ANI Pharmaceuticals has fallen from 34.79x to 31.93x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.