TradeThePool
$AMRX One FDA stamp on a $983M brand.
Generic lanreotide approved Sept 18. Copy of Somatuline Depot. Stock already +50% YTD.
Q2 EPS beat. FY sales guidance raised again to $3.1B-$3.2B. Pivot is complex injectables, specialty, and AvKARE, not commodity pills.
Still a mid-cap fighting Teva and Viatris. 2025 warning letter in Gujarat is the live operational risk.
Approval is leverage. Execution is the whole equation.
#Pharma #FDA #AMRX #Generics #Biotech
2
