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ANI Pharmaceuticals, Inc. (ANIP) Presents at Barclays 28th Annual Global Healthcare Conference Transcript

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ANI Pharmaceuticals rebranded itself as a rare disease-focused company after surpassing 50% revenue from rare disease treatments in 2025, shifting from its generics-centric identity. CEO Nikhil Lalwani and CFO Stephen Carey presented at the Barclays 28th Annual Global Healthcare Conference on March 11, 2026, highlighting record 2025 performance and strategic growth. The company emphasized momentum in its rare disease portfolio, marking a pivotal transition driven by strong financial results and pipeline expansion. Analyst Glen Santangelo noted the milestone as a turning point, repositioning ANI as a specialty pharmaceutical leader with generics as a secondary business. The discussion underscored ANI’s strategic shift, with leadership outlining future growth plans in rare diseases during the conference.
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SA Transcripts158.92K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call ANI Pharmaceuticals, Inc. (ANIP) Barclays 28th Annual Global Healthcare Conference March 11, 2026 3:00 PM EDT Company Participants Nikhil Lalwani - President, CEO & DirectorStephen Carey - Senior VP of Finance & CFO Conference Call Participants Glen Santangelo - Barclays Bank PLC, Research Division Presentation Glen SantangeloBarclays Bank PLC, Research Division Okay. Good afternoon, everyone. Thank you for joining us. For our next presentation, we're excited to have ANI Pharmaceuticals here with us. Representing the company to my right is Nikhil Lalwani, who's the President and Chief Executive Officer of the company; and to his right, Stephen Carey is the Chief Financial Officer of the company. For those of you who don't know me, I'll just quickly introduce myself. My name is Glen Santangelo. I'm the analyst at Barclays responsible for the specialty pharmaceuticals sector, among a few other things. But again, we're very happy to have you here, Nikhil and Stephen. So thank you guys very much for taking the time out of your schedules. Nikhil LalwaniPresident, CEO & Director Thank you, Glen, and thank you for having me. Question-and-Answer Session Glen SantangeloBarclays Bank PLC, Research Division Okay. Excellent. So why don't we just sort of dive right into it? I mean, 2025 was just a great year for the company. And I finally think that we can sort of reposition you no longer as a generics company that has rare disease assets. We're now going to call you a rare disease company that also happens to have a generics business as you cross that 50% threshold. So congratulations on that milestone. Maybe a good place to start is if you just want to sort of level set everybody and talk about 2025 and the momentum you had sort of into the end of the year

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