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Needham upgrades Amphastar on valuation post AMP-002 approval

Needham upgraded Amphastar (AMPH) (APMH) to Buy from Hold with a $36 price target. The company’s AMP-002 is an iron sucrose injection product that received FDA approval as an equivalent to Venofer, a $515M annual sales product, the analyst tells investors in a research note. The firm says the only downside to the approval is an equivalent generic product by Viatris (VTRS) was also approved. Needham cites valuation for the upgrade of Amphastar and believes AMP-002 sales should help the company at least meet growth expectations for 2025 and 2026.

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