ANI Pharmaceuticals, Inc. (ANIP)

Over the past six months, ANI Pharmaceuticals' stock has experienced significant positive momentum. As of October 22, 2025, ANIP's shares had rallied 72.6% year-to-date. In May 2025, ANI Pharmaceuticals reported record first-quarter 2025 financial results, with total net revenues increasing by 43.4% year-over-year to $197.1 million, driven by a 43.1% increase in Cortrophin Gel revenues and a 40.5% increase in Generics revenues, and raised its full-year 2025 guidance. In August 2025, the company announced record second-quarter 2025 financial results, with Cortrophin Gel revenues increasing by 66.0% and Generics revenues increasing by 22.1% year-over-year, and again raised its full-year 2025 guidance. The acquisition of Alimera Sciences, completed in September 2024, added ILUVIEN and YUTIQ to ANI's rare disease portfolio, contributing to revenue growth. ANI Pharmaceuticals is scheduled to report its third-quarter 2025 financial results on November 7, 2025, with analysts anticipating the company to surpass expectations.

Demand seasonality for ANI Pharmaceuticals' products varies by segment. Demand for Retina Assets (ILUVIEN and YUTIQ) was impacted by seasonality in the first quarter of 2025, but management anticipated a rebound in the second quarter. The company identified and capitalized on increased demand for certain branded products in Q1 2025, but expected a return to more normalized demand levels in Q2. The growth in demand for Cortrophin Gel has been attributed to underlying market demand, expanded prescriber adoption, and new indications, rather than seasonality or one-time events, with the launch of a pre-filled syringe format also being a significant driver. The generics business has shown strong year-over-year growth, driven by new product launches and operational execution.

ANI Pharmaceuticals, Inc. is a diversified biopharmaceutical company focused on developing, manufacturing, and marketing high-quality branded and generic prescription pharmaceuticals, over-the-counter medicines, and pharmaceuticals for rare diseases. It also operates as a contract development and manufacturing organization (CDMO). The company operates within the Health Care sector, specifically in the Biotechnology: Pharmaceutical Preparations and Drug Manufacturers - Specialty & Generic industries. Its major products include a diverse portfolio of generics, established brands, and rare disease products, including Purified Cortrophin Gel, ILUVIEN, and YUTIQ. The company's contract manufacturing services encompass a range of pharmaceutical products, with expertise in hormones, potent compounds, and controlled substances.

ANI Pharmaceuticals, Inc. is headquartered in Baudette, Minnesota, USA, with corporate functions also based in Woodcliff Lake, New Jersey. The company has employees across North America, Asia, and Europe. Over 90% of its revenues are derived from finished goods manufactured in the U.S., with less than 5% directly relying on China. Its products are distributed within the United States through wholesalers, retail market chains, distributors, mail-order pharmacies, group purchasing organizations, specialty pharmacies, and hospitals.

Based on available information, there is no specific information indicating any significant negative events or controversies that have affected ANI Pharmaceuticals, Inc.'s brand reputation in the past year. The company's public communications and news coverage primarily focus on its financial performance, product development, and market expansion.

ANI Pharmaceuticals is primarily owned by institutional shareholders and company insiders. As of late 2024, institutional investors held approximately 87% of the shares, while company insiders held around 4%. Other data indicates institutional ownership at 91.05% and insider ownership at 221.83%. Major institutional and individual owners include Meridian Venture Partners II LP, Robert E. Brown Jr., Ross J. Mangano, Blackrock Inc., Tracy Marshbanks, Vanguard Group Inc., Millennium Management LLC, Victor A. Morgenstern, Global Alpha Capital Management Ltd, and State Street Corp. Recent insider trading activity over the past six months shows more sales than purchases, with MUTHUSAMY SHANMUGAM selling 200,700 shares.