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ANI Pharmaceuticals plans $250M convertible notes offering

EditorNatashya Angelica
Published 07/08/2024, 12:10
ANIP
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PRINCETON, N.J. - ANI Pharmaceuticals, Inc. (NASDAQ:ANIP), a biopharmaceutical company, announced today its intention to offer $250 million in convertible senior notes due in 2029 to qualified institutional buyers, with an additional option for purchasers to acquire up to $37.5 million more in notes within a 13-day period. These senior unsecured obligations will pay interest semi-annually and are set to mature on September 1, 2029, unless repurchased, redeemed, or converted earlier.

Noteholders will have the option to convert their notes under certain conditions and during specified periods, with ANI providing settlement in cash or shares of its common stock, as applicable. ANI also reserves the right to redeem the notes, in whole or in part, for cash at any time after September 1, 2027, and before the 61st scheduled trading day before the maturity date, under specific price conditions and other requirements.

If ANI experiences certain corporate events deemed a fundamental change, noteholders may request the repurchase of their notes for cash. The terms of the notes, including the interest rate and initial conversion rate, will be determined at the time of the offering's pricing.

The proceeds from the offering are intended for several financial strategies. A portion will fund the cost of entering into capped call transactions to potentially reduce stock dilution and offset potential cash payments upon conversion of the notes.

The remainder, along with available cash, will be used to repay ANI's existing senior secured term loan facility in full. If the option to purchase additional notes is exercised, ANI will allocate part of those proceeds to fund additional capped call transactions, with any remaining funds for general corporate purposes.

Concurrently with the repayment of the existing loan, ANI plans to terminate commitments under its current senior secured credit agreement and enter into a new agreement, which includes a $325 million delayed draw term loan facility and a $75 million revolving facility. The effectiveness of the new senior secured credit agreement is expected to coincide with the closing of the offering, although this is not a condition for the offering to proceed.

In connection with the notes' pricing, ANI expects to enter into capped call transactions with some of the initial purchasers or their affiliates and/or other financial institutions. These transactions are designed to reduce potential dilution or cash payment obligations upon conversion of the notes. However, if ANI's common stock price exceeds the cap price of the capped call transactions, dilution could occur, and there might not be an offset of potential cash payments.

The option counterparties or their affiliates may engage in various transactions that could affect the market price of ANI's common stock or the notes both after pricing and before maturity. The notes and any shares of common stock issuable upon their conversion have not been registered under the Securities Act or any other securities laws and will be offered only through an exemption from registration requirements.

This announcement is based on a press release statement and is intended for informational purposes only. It is not an offer to sell or a solicitation of an offer to buy any securities.

In other recent news, ANI Pharmaceuticals has made substantial strides in its pharmaceutical offerings. The company announced the launch of its L-Glutamine Oral Powder, a generic version of Endari, and Naproxen Delayed-Release Tablets, a generic version of EC-Naprosyn. The company also introduced Kionex, a Sodium Polystyrene Sulfonate Suspension USP.

ANI Pharmaceuticals has also reported a 29% increase in total revenues for a recent quarter, reaching $137.4 million. This includes a 126% increase in revenue from Cortrophin Gel, amounting to $36.9 million, and a 10% increase in revenue from the generics business.

Additionally, ANI Pharmaceuticals recently acquired Alimera (NASDAQ:ALIM) Sciences, known for its ophthalmology products. This acquisition is projected to generate $105 million in revenue and over 20% adjusted EBITDA margin for 2024. H.C. Wainwright has raised the stock target for the company following these developments.

The firm expresses confidence in ANI Pharmaceuticals' ability to manage generic competition risks. These are part of a series of recent developments at ANI Pharmaceuticals, demonstrating the company's ongoing commitment to growth and innovation in the pharmaceutical industry.

InvestingPro Insights

ANI Pharmaceuticals, Inc. (NASDAQ:ANIP) has made headlines with its recent announcement to offer convertible senior notes, and investors are keenly observing the company's financial health and future prospects. As part of the strategic financial moves, the company's market performance and analyst insights provide a valuable context for understanding its position in the market.

InvestingPro data indicates that ANI Pharmaceuticals has a market capitalization of $1.24 billion, suggesting a moderate size in the biopharmaceutical industry. The company's P/E ratio stands at 49.86, which might seem high, but it is trading at a low P/E ratio relative to near-term earnings growth, as noted by one of the InvestingPro Tips. This could indicate that investors expect the company's earnings to increase, which aligns with the expectation that net income is expected to grow this year.

Another metric of interest is the company's revenue growth, which has been robust with a reported increase of 34.27% over the last twelve months as of Q2 2024. This growth is complemented by the company's gross profit margin, which remains strong at 61.34%. These figures underscore ANI's ability to not only generate revenue but also to retain a significant portion of it as profit.

Moreover, ANI is operating with a moderate level of debt, which is a positive sign for investors considering the company's new debt offering. This is supported by the fact that the company's liquid assets exceed its short-term obligations, providing financial flexibility and stability.

InvestingPro also offers a range of other tips that could further inform potential investors about ANI's performance and outlook. In total, there are 9 additional InvestingPro Tips available that delve into aspects such as valuation, profitability, and dividend policy, which can be found on the InvestingPro platform.

The insights provided by InvestingPro suggest that ANI Pharmaceuticals is in a solid position to manage its new convertible senior notes offering and continue its growth trajectory. Investors interested in a deeper analysis can explore more tips and metrics on InvestingPro's website.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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