AMPHASTAR PHARMACEUTICALS INC AMPH S

February 18, 2022 - 4:40pm EST by

member

						2022	2023
Price:		26.21		EPS		0	0
Shares Out. (in M):		50		P/E		0	0
Market Cap (in $M):		1,310		P/FCF		0	0
Net Debt (in $M):		-37		EBIT		0	0
TEV (in $M):		1,284		TEV/EBIT		0	0
Borrow Cost:		General Collateral

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#	AUTHOR DATE SUBJECT
9	member 10/11/23 3:19PM Re: Re: Re: Glucagon 8
Hi trev - the situation has evolved since our initial write-up, but we probably like the short better at this valuation given the pros and cons of what has transpired. That said, we remain a... login to read the rest view available tags
8	member 9/28/23 1:00PM Re: Re: Glucagon 7
Hi conway, Thanks for your responses - they have been very helpful. The Glucagon segment continues to outperform our expectations, but if there is a path to segment declines, it isn't hard to see top-line flattening... login to read the rest view available tags
7	member 4/11/23 4:09PM Re: Glucagon 6
Trev - thanks for the question. While we see continued market share gains from the newer dosage forms of emergency glucagon in the retail pharmacy channel, AMPH sales of glucagon are benefiting in the near-term... login to read the rest view available tags
6	member 4/10/23 1:49PM Glucagon
Hi conway, Do you have any updated expectations for the glucagon segment? trev view available tags
5	member 8/18/22 2:36PM Re: Recent Approvals 4
Hi trev - thanks for the question. Below are our thoughts on the 4 approvals you mention (including our latest thinking on the vasopressin market): Ganirelix Acetate (April 8, 2022) - AMPH is the third entrant to... login to read the rest view available tags
4	member 8/17/22 7:00PM Recent Approvals
Hi conway, Amphastar put out releases on 4 FDA approvals since the time of this write-up. Do you have any updated opinions on Vasopressin or the the latest quarterly results? trev view available tags
3	member 3/09/22 3:21PM Competitor shortages
With regards to competitor shortages, is AMPH primarily benefiting from shortages of Primatine mist or from shortages of other products? If other products, which are the most important? thank you view available tags
2	member 3/08/22 5:11PM Re: Two quesstion 1
Thanks for the questions. We highlight Glucagon and Primatene to show that AMPH’s recent growth drivers / largest contributors to EBITDA are at best running out of steam and at worst facing decline. We are... login to read the rest view available tags
1	member 3/07/22 5:51PM Two quesstion
a) The Glucagon pen is not that daunting for most diabetes patients. It is a simple syringe. Why do you think it will lose share? b) There is no alternative to Primatene - without another competing OTC... login to read the rest view available tags

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