Update shared on25 Sep 2025
Fair value Increased 6.06%ANI Pharmaceuticals’ price target was raised to $105.00 as analysts cite robust Cortrophin Gel prescription trends, a significantly expanded addressable market, and outstanding Q2 revenue growth.
Analyst Commentary
- Bullish analysts highlight that Cortrophin Gel prescription data is consistently surpassing forecasts, indicating stronger-than-expected demand.
- Expanded addressable market for Cortrophin, including 500,000 acute gout flares and additional indications, is seen as a significant growth opportunity.
- Analysts are responding positively to very strong Q2 topline revenue performance, with Cortrophin revenue growing 66% year-over-year and 54% sequentially.
- ANI Pharmaceuticals is viewed as uniquely positioned to capture fundamental upside driven by Cortrophin Gel’s momentum.
- The company is perceived as relatively insulated from broader biopharma macro uncertainties, enhancing its investment appeal.
What's in the News
- Guggenheim raised its price target on ANI Pharmaceuticals to $114 from $86 and reiterated a Buy rating following strong Q2 earnings, citing the company's unique position and resilience to broader biopharma macro uncertainties, particularly due to optimism around Cortrophin Gel (Periodical).
- ANI Pharmaceuticals raised its 2025 earnings guidance, now expecting total revenues between $818 million and $843 million, representing estimated annual growth of 33% to 37% (Key Development).
- The company’s new 2025 revenue guidance reflects an increase from a prior range of $768 million–$793 million, indicating continued fundamental strength and confidence in its growth trajectory (Key Development).
- ANI Pharmaceuticals announced results from the NEW DAY clinical trial of ILUVIEN® for diabetic macular edema; while the primary endpoint was not met, a secondary endpoint on time between treatments was achieved (Key Development).
- As of late June 2025, ANI Pharmaceuticals was removed from multiple Russell Value benchmarks but added to the Russell 2000 Growth-Defensive and Defensive Indexes, reflecting changes in index composition and company classification (Key Development).
Valuation Changes
Summary of Valuation Changes for ANI Pharmaceuticals
- The Consensus Analyst Price Target has risen from $99.00 to $105.00.
- The Future P/E for ANI Pharmaceuticals has risen from 27.58x to 29.25x.
- The Consensus Revenue Growth forecasts for ANI Pharmaceuticals remained effectively unchanged, moving only marginally from 10.9% per annum to 11.0% per annum.
Disclaimer
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