ANI Pharmaceuticals, Inc.

NasdaqGM:ANIP 주식 리포트

시가총액: US$1.7b

ANI Pharmaceuticals 경영진

경영진 기준 점검 3/4

ANI Pharmaceuticals CEO는 Nikhil Lalwani, Sep2020 에 임명되었습니다 의 임기는 5.75 년입니다. 총 연간 보상은 $10.28M, 8.1% 급여 및 91.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $28.64M 가치에 해당하는 회사 주식의 1.65% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.6 년과 5.8 년입니다.

핵심 정보

Nikhil Lalwani

최고경영자

US$10.3m

총 보수

CEO 급여 비율8.15%
CEO 재임 기간5.8yrs
CEO 지분 보유율1.7%
경영진 평균 재임 기간4.6yrs
이사회 평균 재임 기간5.8yrs

최근 경영진 업데이트

분석 기사 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

내러티브 업데이트 Jun 02

ANIP: Raised 2026 Outlook And Buyback Will Support Stronger Earnings Power

Analysts have trimmed their price target on ANI Pharmaceuticals by $0.75 to $109.88, reflecting updated views on fair value, a slightly higher discount rate, moderated revenue growth assumptions, a higher projected profit margin, and a lower future P/E multiple. What's in the News Q1 2026 results: Total net revenues of US$237.5 million, up 20.5% year over year, with Rare Disease products such as Cortrophin Gel and ILUVIEN as key contributors.
내러티브 업데이트 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).
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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
User avatar
새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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 보수 분석

Nikhil Lalwani의 보수는 ANI Pharmaceuticals의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Nikhil의 총 보수(USD10.28M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.25M)보다 높습니다.

보상과 수익: Nikhil의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Nikhil Lalwani (48 yo)

5.8yrs
재임 기간
US$10,278,620
보수

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...


리더십 팀

이름직위재임 기간보수지분
Nikhil Lalwani
President5.8yrsUS$10.28m1.65%
$ 28.6m
Stephen Carey
Senior VP of Finance & CFO10.1yrsUS$3.25m0.85%
$ 14.8m
Meredith Cook
Senior VP3.9yrsUS$2.32m0.37%
$ 6.4m
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%
$ 6.4m
Muthusamy Shanmugam
Head of R&D4.6yrs데이터 없음0.39%
$ 6.8m
Elizabeth Powell
Chief Compliance Officer & Head of Legal of Rare Disease4.3yrs데이터 없음데이터 없음
Chad Gassert
Senior Vice President of Corporate Development & Strategy4.6yrsUS$1.90m1.1%
$ 19.1m
Krista Davis
Senior VP & Chief Human Resources Officer3.8yrs데이터 없음0.24%
$ 4.3m
Mary Pao
Chief Medical Officer4.3yrs데이터 없음데이터 없음
Thomas Rowland
Senior VP & Head of Established Brands4.6yrs데이터 없음0.18%
$ 3.1m
4.6yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: ANIP의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.6 년).


이사회 구성원

이름직위재임 기간보수지분
Nikhil Lalwani
President5.8yrsUS$10.28m1.65%
$ 28.6m
Muthusamy Shanmugam
Head of R&D4.6yrs데이터 없음0.39%
$ 6.8m
Antonio Pera
Independent Director5.8yrsUS$327.57k0.11%
$ 1.9m
Thomas Haughey
Independent Chairman of the Board8.1yrsUS$343.09k0.17%
$ 3.0m
Jeanne Thoma
Independent Director5.8yrsUS$331.33k0.11%
$ 1.9m
Renee Tannenbaum
Independent Director4.3yrsUS$332.57k0.12%
$ 2.1m
Matthew Leonard
Independent Director2.8yrsUS$327.57k0.032%
$ 561.8k
5.8yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 이사회: ANIP의 이사회경험이 있음으로 간주됩니다(평균 재임 5.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/11 07:24
종가2026/06/11 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

ANI Pharmaceuticals, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Glen SantangeloBarclays
Dewey SteadmanCanaccord Genuity
Timothy ChiangCapital One Securities, Inc.