ANI Pharmaceuticals, Inc.

NasdaqGM:ANIP 株式レポート

時価総額:US$1.8b

ANI Pharmaceuticals マネジメント

マネジメント 基準チェック /34

ANI Pharmaceuticalsの CEO はNikhil Lalwaniで、 Sep2020年に任命され、 の在任期間は 5.67年です。 の年間総報酬は$ 10.28Mで、 8.1%給与と91.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.65%を直接所有しており、その価値は$ 28.94M 。経営陣と取締役会の平均在任期間はそれぞれ4.5年と5.7年です。

主要情報

Nikhil Lalwani

最高経営責任者

US$10.3m

報酬総額

CEO給与比率8.15%
CEO在任期間5.7yrs
CEOの所有権1.7%
経営陣の平均在職期間4.5yrs
取締役会の平均在任期間5.7yrs

経営陣の近況

分析記事 May 16

We Think Shareholders Will Probably Be Generous With ANI Pharmaceuticals, Inc.'s (NASDAQ:ANIP) CEO Compensation

Key Insights ANI Pharmaceuticals' Annual General Meeting to take place on 22nd of May Total pay for CEO Nikhil Lalwani...

Recent updates

ナラティブの更新 May 13

ANIP: Higher Margin Outlook Will Support Bullish Case Over Coming Years

Analysts have maintained their $90.00 price target on ANI Pharmaceuticals, citing updated assumptions around slightly different revenue growth, a higher profit margin, and a lower future P/E as the main factors supporting the unchanged view. What's in the News Raised full year 2026 revenue guidance to a range of US$1.08b to US$1.14b, compared with prior guidance of US$1.055b to US$1.115b (company guidance).
ナラティブの更新 Apr 24

ANIP: 2026 Revenue Guidance And New Launches Will Support Upside Potential

Analysts have kept their $90.00 price target for ANI Pharmaceuticals unchanged, citing relatively steady assumptions for revenue growth, profit margins, and future P/E as the basis for this view. What's in the News Launched Pimozide Tablets 1 mg and 2 mg, a generic version of Orap, with U.S. annual sales for the category of about US$3.1 million based on February 2026 IQVIA data (Key Developments).
Seeking Alpha Apr 10

ANI Pharmaceuticals Looks Undervalued As Cortrophin Drives Rare Disease Growth

Summary ANI Pharmaceuticals continues shifting toward rare diseases, with management projecting that this segment will represent 60% of its 2026 revenues. However, their generics remain a reliable cash engine. These products grew 28% in 2025 and reached $384 million in revenues. This way, ANIP has been able to fund its expansion into rare diseases, with Cortrophin as its flagship asset in this category. Cortrophin has an extremely promising multi-indication potential, as well as plans for a prefilled syringe launch supported by another Phase 4 gout study. On balance, I think ANIP’s valuation seems exceedingly cheap relative to its stable revenue growth and positive cash flows, which is why I rate the stock a “Buy”. Read the full article on Seeking Alpha
ナラティブの更新 Apr 08

ANIP: 2026 Revenue Guidance Will Test Confidence In Margin Assumptions

Analysts lifted their price target on ANI Pharmaceuticals by $9, reflecting updated expectations around revenue growth, profit margin, and future P/E assumptions highlighted in recent Street research. Analyst Commentary While the updated target reflects renewed confidence in revenue and margin assumptions, bearish analysts are still flagging several areas where expectations may be running ahead of what the company can reasonably deliver.
ナラティブの更新 Mar 25

ANIP: Higher 2026 Guidance And Margin Outlook Will Support Stronger Earnings Power

Analysts have raised their price target on ANI Pharmaceuticals by $9 to $110.63, citing updated expectations for revenue growth, profit margins, and a lower future P/E assumption. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price target as better aligned with updated expectations for revenue and margin performance, which they factor into their cash flow and earnings models.
ナラティブの更新 Mar 11

ANIP: Higher 2026 Guidance Will Test Assumed Margin Expansion

Analysts have lifted their price target on ANI Pharmaceuticals by $9, citing updated assumptions for revenue growth, profit margins, and a revised future P/E multiple that together reshape their view of the stock's long term earnings power. Analyst Commentary While the higher price target reflects updated assumptions, bearish analysts are also flagging several risks that could limit upside if execution or market conditions do not line up with those assumptions.
ナラティブの更新 Feb 24

ANIP: Higher 2026 Revenue Guidance Will Support Richer Forward P/E Multiple

Analysts have lifted their price target on ANI Pharmaceuticals by $9, reflecting updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts view the US$9 price target increase as a sign that updated revenue assumptions support a higher valuation multiple on forward earnings.
ナラティブの更新 Feb 10

ANIP: Higher 2026 Revenue Outlook And Refined P/E Framework Will Support Upside

Analysts have raised their price target on ANI Pharmaceuticals by about $1 to $110.50, citing updated views on revenue growth, profit margins, discount rate, and future P/E assumptions reflected in recent research. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$110.50 target as better aligned with updated assumptions on revenue and margins, suggesting the stock now reflects their latest fundamental work more closely.
ナラティブの更新 Jan 26

ANIP: Future Outlook Will Balance Higher Guidance Expectations And Execution Risks

Analysts have raised their price target on ANI Pharmaceuticals by $9, citing updated expectations for revenue growth, profit margins, and a slightly lower future P/E as key drivers of their revised view. Analyst Commentary While the higher price target signals some confidence around updated revenue and margin expectations, bearish analysts are still flagging areas where the risk and reward profile may feel less attractive for new money.
ナラティブの更新 Jan 12

ANIP: Raised Revenue Outlook And Pipeline Update Will Support Further Upside

Narrative Update on ANI Pharmaceuticals Analysts have trimmed their price target on ANI Pharmaceuticals to about $109.25 from roughly $109.88, citing updated assumptions around slightly higher revenue growth expectations, a modestly lower profit margin outlook, and a small adjustment in the forward P/E multiple. What’s in the News ANI Pharmaceuticals raised its full year 2025 net revenue guidance to a range of US$854 million to US$873 million, compared with prior guidance of US$818 million to US$843 million (Key Developments).
ナラティブの更新 Dec 26

ANIP: Future Outlook Will Balance Corticotropin Momentum And Concentration Risks

Analysts have raised their price target on ANI Pharmaceuticals to $90 from $77, citing continued momentum from Cortrophin Gel, record Q2 sales of $82M, and a 20% full year guidance increase that supports expectations for sustained growth. Analyst Commentary Bearish analysts acknowledge that the higher $90 price target reflects recent strength, but they emphasize that the rating remains at Hold, signaling caution around near term upside.
ナラティブの更新 Dec 12

ANIP: Future Outlook Balances Corticotropin Market Expansion And Competitive Uncertainties

Analysts have lifted their fair value estimate for ANI Pharmaceuticals to $90 from $77 per share as they factor in stronger than expected Cortrophin Gel momentum, higher sales visibility, and an expanding addressable market, despite slightly more conservative growth and margin assumptions. Analyst Commentary Recent Street research reflects a growing divide between optimistic expectations for Cortrophin Gel and a more cautious stance from bearish analysts who question the durability of current momentum and the stock's valuation profile.
ナラティブの更新 Nov 26

ANIP: Continued Momentum Will Drive Upside as Market Opportunities Expand

Analysts have raised their price targets for ANI Pharmaceuticals, with increases ranging from $13 to $28 per share. They cite strong Cortrophin Gel sales momentum, expanded market opportunities, and resilient fundamentals as key factors driving the company’s continued growth outlook.
ナラティブの更新 Nov 10

ANIP: Sustained Revenue Expansion Will Drive Momentum Amid Increasing Market Opportunities

Analysts have increased their average price target for ANI Pharmaceuticals from $105 to approximately $109.88, citing robust Cortrophin Gel performance, expanded market opportunities, and a strengthened revenue outlook. Analyst Commentary Industry analysts are closely monitoring ANI Pharmaceuticals following a series of price target increases.
ナラティブの更新 Sep 25

Expanding ACTH Potential And Rare Disease Markets Will Evolve

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.
ナラティブの更新 Aug 10

Expanding ACTH Potential And Rare Disease Markets Will Evolve

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.
分析記事 Aug 10

ANI Pharmaceuticals, Inc. (NASDAQ:ANIP) Surges 25% Yet Its Low P/S Is No Reason For Excitement

NasdaqGM:ANIP 1 Year Share Price vs Fair Value Explore ANI Pharmaceuticals's Fair Values from the Community and select...
分析記事 Jun 21

Is ANI Pharmaceuticals (NASDAQ:ANIP) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 May 16

We Think Shareholders Will Probably Be Generous With ANI Pharmaceuticals, Inc.'s (NASDAQ:ANIP) CEO Compensation

Key Insights ANI Pharmaceuticals' Annual General Meeting to take place on 22nd of May Total pay for CEO Nikhil Lalwani...
分析記事 Mar 28

ANI Pharmaceuticals, Inc. (NASDAQ:ANIP) Shares Fly 25% But Investors Aren't Buying For Growth

ANI Pharmaceuticals, Inc. ( NASDAQ:ANIP ) shareholders have had their patience rewarded with a 25% share price jump in...
分析記事 Feb 25

Is ANI Pharmaceuticals (NASDAQ:ANIP) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Feb 11

ANI Pharmaceuticals: More Than Just A Generics Company

Summary ANI Pharmaceuticals offers an asymmetric opportunity in small-cap pharma, with a niche in generics, rare disease treatments, and contract manufacturing. Despite cash burn concerns, ANI's revenue growth, strategic moves, and overlooked royalty streams indicate long-term value creation. ANI's rare disease asset, Purified Cortrophin Gel, and generics pipeline, including Prucalopride, position it for significant revenue growth and market re-rating. The company's debt restructuring and diversified revenue streams enhance financial stability, making it a potential buyout target in the specialty pharma sector. Read the full article on Seeking Alpha
分析記事 Dec 18

ANI Pharmaceuticals, Inc.'s (NASDAQ:ANIP) Prospects Need A Boost To Lift Shares

You may think that with a price-to-sales (or "P/S") ratio of 2x ANI Pharmaceuticals, Inc. ( NASDAQ:ANIP ) is a stock...
分析記事 Nov 09

Here's Why ANI Pharmaceuticals (NASDAQ:ANIP) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Seeking Alpha Nov 02

ANI Pharmaceuticals Is Acting Like It Is Being Acquired

Summary Several actions or omissions by ANIP is consistent with them being acquired and being restricted in what they can disclose. Offer could exceed $8 billion plus sales based CVRs. Offer likely contingent on FDA approval of NDA filed in Q3 2023 for undisclosed drug filed by ANIP but application appears to be financed by undisclosed partner. Read the full article on Seeking Alpha
Seeking Alpha Oct 11

ANI Pharmaceuticals: A Rare GARP Stock In An Overbought Market

Summary Today, we revisit small biopharma ANI Pharmaceuticals, as it is a GARP stock trading near technical support, with solid growth prospects. The company recently acquired Alimera Sciences for $380 million, boosting its rare disease segment with a couple of durable ophthalmology products. Analyst firms are generally bullish on the company's prospects and the stock trades at 12 times trailing earnings, despite revenue growth in the high teens. An analysis of ANIP follows in the paragraphs below. Read the full article on Seeking Alpha
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新しいナラティブ Sep 15

Purified Cortrophin Gel And Strategic Acquisitions Propel Robust Revenue Surge In Rare Disease Sector

Accelerating demand for their lead Rare Disease asset and growth in generics, along with expanding sales efforts, are expected to significantly boost revenues.
分析記事 Sep 10

There's No Escaping ANI Pharmaceuticals, Inc.'s (NASDAQ:ANIP) Muted Revenues

ANI Pharmaceuticals, Inc.'s ( NASDAQ:ANIP ) price-to-sales (or "P/S") ratio of 2.2x might make it look like a buy right...
分析記事 Aug 14

ANI Pharmaceuticals' (NASDAQ:ANIP) Earnings Are Weaker Than They Seem

ANI Pharmaceuticals, Inc.'s ( NASDAQ:ANIP ) robust earnings report didn't manage to move the market for its stock. Our...
分析記事 Aug 08

Is ANI Pharmaceuticals (NASDAQ:ANIP) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Aug 02

ANI Pharmaceuticals: Tezruly Just Approved, 2 More NDAs Under Review And Alimera Science Acquisition Could Triple Revenue By 2028

Summary ANIP has three 505(b)(2) NDA submissions under FDA review, including oral liquid terazosin, female testosterone drug, and oral liquid hydrochlorothiazide. Potential peak sales for Tezruly and hydrochlorothiazide in the US could exceed $500 million, while the female testosterone drug could generate $290 million in royalties. ANIP's revenue could reach $1.41 billion in sales and $290 million in royalties by 2028, with significant growth potential. Read the full article on Seeking Alpha
分析記事 Jun 10

Subdued Growth No Barrier To ANI Pharmaceuticals, Inc.'s (NASDAQ:ANIP) Price

There wouldn't be many who think ANI Pharmaceuticals, Inc.'s ( NASDAQ:ANIP ) price-to-sales (or "P/S") ratio of 2.5x is...
Seeking Alpha Jun 10

ANI Pharmaceuticals Is Undervalued, As Royalty Potential Is Overlooked

Summary ANIP's potential royalty revenue from two upcoming drug applications could generate $415 million annually, not reflected in the current share price. ANI Pharmaceuticals' legal action against CG Oncology could result in royalties for Cretostimogene, potentially adding $125 million per year. The Company's female testosterone drug could generate royalties of $290 million per year, with potential for additional indications and international sales. Read the full article on Seeking Alpha

CEO報酬分析

ANI Pharmaceuticals の収益と比較して、Nikhil Lalwani の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$84m

Dec 31 2025US$10mUS$837k

US$70m

Sep 30 2025n/an/a

US$34m

Jun 30 2025n/an/a

-US$14m

Mar 31 2025n/an/a

-US$22m

Dec 31 2024US$9mUS$795k

-US$20m

Sep 30 2024n/an/a

-US$9m

Jun 30 2024n/an/a

US$24m

Mar 31 2024n/an/a

US$31m

Dec 31 2023US$8mUS$764k

US$15m

Sep 30 2023n/an/a

US$10m

Jun 30 2023n/an/a

-US$8m

Mar 31 2023n/an/a

-US$28m

Dec 31 2022US$5mUS$737k

-US$50m

Sep 30 2022n/an/a

-US$69m

Jun 30 2022n/an/a

-US$65m

Mar 31 2022n/an/a

-US$63m

Dec 31 2021US$7mUS$715k

-US$43m

Sep 30 2021n/an/a

-US$22m

Jun 30 2021n/an/a

-US$17m

Mar 31 2021n/an/a

-US$15m

Dec 31 2020US$4mUS$199k

-US$23m

報酬と市場: Nikhilの 総報酬 ($USD 10.28M ) は、 US市場 ($USD 5.47M ) の同規模の企業の平均を上回っています。

報酬と収益: Nikhilの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Nikhil Lalwani (47 yo)

5.7yrs
在職期間
US$10,278,620
報酬

Mr. Nikhil Lalwani is President, CEO & Director of ANI Pharmaceuticals, Inc. from September 08, 2020. Mr. Lalwani joined the ANI Pharmaceuticals, Inc. on September 08, 2020. Mr. Lalwani served as a Directo...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Nikhil Lalwani
President5.7yrsUS$10.28m1.65%
$ 28.9m
Stephen Carey
Senior VP of Finance & CFO10yrsUS$3.25m0.71%
$ 12.4m
Meredith Cook
Senior VP3.8yrsUS$2.32m0.37%
$ 6.5m
Christopher Mutz
Senior Vp & Head of Rare Disease5.3yrsUS$3.40m0.29%
$ 5.1m
Ori Gutwerg
Senior Vice President of Generics5.3yrsUS$2.31m0.37%
$ 6.5m
Muthusamy Shanmugam
Head of R&D4.5yrsデータなし0.39%
$ 6.8m
Elizabeth Powell
Chief Compliance Officer & Head of Legal of Rare Disease4.3yrsデータなしデータなし
Chad Gassert
Senior Vice President of Corporate Development & Strategy4.5yrsUS$1.90m1.1%
$ 19.3m
Krista Davis
Senior VP & Chief Human Resources Officer3.7yrsデータなし0.24%
$ 4.3m
Mary Pao
Chief Medical Officer4.3yrsデータなしデータなし
Thomas Rowland
Senior VP & Head of Established Brands4.5yrsデータなし0.18%
$ 3.2m
4.5yrs
平均在職期間
52yo
平均年齢

経験豊富な経営陣: ANIPの経営陣は 経験豊富 であると考えられます ( 4.5年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Nikhil Lalwani
President5.7yrsUS$10.28m1.65%
$ 28.9m
Muthusamy Shanmugam
Head of R&D4.5yrsデータなし0.39%
$ 6.8m
Antonio Pera
Independent Director5.8yrsUS$327.57k0.11%
$ 1.9m
Thomas Haughey
Independent Director8yrsUS$343.09k0.17%
$ 3.0m
Jeanne Thoma
Independent Director5.8yrsUS$331.33k0.11%
$ 1.9m
Renee Tannenbaum
Independent Director4.2yrsUS$332.57k0.12%
$ 2.1m
Matthew Leonard
Independent Director2.8yrsUS$327.57k0.032%
$ 567.8k
5.7yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: ANIPの 取締役会経験豊富 であると考えられます ( 5.7年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/26 17:42
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

ANI Pharmaceuticals, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

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