Cook Meredith sold $37K of ANIP

ANI Pharmaceuticals (ANIP) reported Q3 2026 revenue of $290.8M (+28% YoY) and raised 2026 guidance. CEO Lalwani discussed a $560M cash offer for Aegidus Therapeutics, funded by cash and debt. Emcitate's U.S. pricing set at $74,026 per pack. Cortrophin demand exceeded expectations, causing temporary pharmacy bottlenecks. The company aims to expand prescriber base and identify more MCT8 deficiency patients.

ANI Pharma (ANIP) reported Q3 2026 revenue of $290.8M, up 28% YoY, with adjusted EBITDA of $82.3M, up 40% YoY. Rare disease revenues grew 36% YoY, while generics grew 11%. The company revised Cortrophin Gel revenue guidance to $480M-$500M for 2026, down from $520M-$540M, citing supply chain issues. ANIP also announced an offer to acquire Aegidus Therapeutics, aiming to expand its rare disease portfolio.

ANI Pharmaceuticals reported Q3 revenue of $104.5M, up 11% YoY. The company announced a $434M acquisition of Egetis, adding rare disease drug EMCITATE, expected to close in late 2026. ANI raised its 2026 revenue forecast to $1.085B-$1.125B and expects EMCITATE to generate over $300M in peak sales. The company has $420.8M in cash and $616.9M in debt.

ANI Pharma (ANIP) reported Q3 EPS of $2.70, beating estimates by $0.52, with revenue at $290.77M, exceeding expectations. The company guided FY 2026 EPS to $9.37-$9.71 and revenue to $1.08B-$1.12B. ANIP stock is down 8.43% over 3 months and 20.59% over 12 months.

ANI Pharmaceuticals reported Q3 2026 revenue of $290.8M, beating estimates by 4.3% and growing 27.6% YoY. Adjusted EPS of $2.70 beat estimates by 23.8%. The company reconfirmed its revenue guidance of $1.11B and raised its adjusted EPS guidance to $9.54. EBITDA guidance was set at $295M, above consensus. Operating margin increased to 18% from 15.9% YoY.

ANI Pharmaceuticals reported 3Q 2026 revenue of $290.78M, up 27.6% YoY, and net income of $35.15M, up 32.1% YoY. Growth was driven by Rare Disease and Brands, including Cortrophin Gel and ILUVIEN, as well as higher generic product sales. Brands portfolio revenue declined 6.5%.