BC BOOKS
Saved by @tradrdoc

A thread on the snippets (paragraphs & quotes) from the book ‘Why We Sleep’ by Matthew Walker 💤

One third of our lives, better read about it.

This thread will be updated as I read further & further.

 1/ “Two-thirds of adults throughout all developed nations fail to obtain the recommended eight hours of nightly sleep.”

Imagine if you don’t have that rare ‘short sleep’ genes 🧬 that allows you to do will less than 5 hours of sleep 🛌.
2/ It’s going to get ugly.
3/ Pandemic.
4/ Why to learn about sleep.
5/ ‘Are there any biological functions that do not benefit by a good night’s sleep? so far, the results of thousands of studies insist that no, there aren’t.’

Nature, the most magnificent architect.
6/ Morning Larks & Night Owls 🦉
7/ The evolutionary reason for ‘6/‘
8/ The most widely used (& abused) psychoactive stimulant in the 🌎
9/ Are you in a state of chronic sleep deprivation?
10/ The sleep cycle, each is 90 mins.

REM sleep aka Rapid Eye Movement sleep aka Dream sleep.
11/ Which came first? Sleep 🐓 or wakefulness 🥚
12/ Which type of sleep- NREM or REM sleep is more important?
13/ There is a simpsons episode where dolphins 🐬 take over the world. Why it’s possible 👇
14/ How do birds sleep during transoceanic migration?
15/ Afternoon nap is biologically ingrained.
16/ Be kind to teenagers.
17/ The Trillion $ Drug.
18/ Macbeth: Act two, scene two (1611)

Shakespeare prophetically states

“Sleep that knits up the raveled sleave of care,
The death of each day’s life, sore labor’s bath,
Balm of hurt minds, great nature’s second course,
Chief nourisher in life’s feast.”
In simpler words:

Sleep that soothes away all our worries. Sleep that puts each day to rest. Sleep that relieves the weary laborer and heals hurt minds. Sleep, the main course in life’s feast, and the most nourishing.
19/ Why All-nighters before exams never work.
20/ Practice is not enough to reach perfection.
21/ Google in your 🧠 ?
22/ Guinness 📚 of 🌎 records.
23/ YOU DO NOT KNOW HOW SLEEP-DEPRIVED YOU ARE WHEN YOU ARE SLEEP-DEPRIVED.
24/ In USA, Vehicles accidents (12 lakhs per year) caused by drowsy driving exceed those caused by alcohol & drugs combined 🤯
25/ A terrible story that could have been avoided
26/ “The recycle rate of a human being is around sixteen hours. After sixteen hours of being awake, the brain begins to fail. Humans need more than seven hours of sleep each night to maintain cognitive performance.”
27/ Remember the movie ‘Ghajini’
28/ A 5x increase in the getting of cardiac arrests.
29/ Afraid of gaining weight? 😴
30/ 🍁 (this leaf, but in green)
31/ How to loose weight effectively.
32/ On Testosterone.
33/ On Vaccines 💉
34/ Dreaming provides closure.
35/ Creativity via dreaming.
36/ He saw that in a dream.
37/ 2 of the best Beetles songs.
38/ Sleep on it.
39/ Insomnia 💵
40/ Sleeping more than 9 hours 😱
41/ Alarm Clocks ⏰ & Snooze buttons 😴
42/ Sleeping pills aka sedatives
43/ Economic cost of insufficient sleep.
44/ The company which started the ‘sleeping at work’ culture
45/ Brainwashing Children 101.
46/ Brainwashing children 102.
47/ Read till the end 👨‍⚕️
48/ 🇮🇳 looses 50 lakh lives due to medical negligence each year (sadly, has increased in COVID, anecdotally speaking)
49/ Best thing I read today.
50/ Finally, Twelve tips for Healthy Sleep.

End of Thread.

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Windlas Biotech IPO notes 💊

'What's in a name? that which we call a rose by any other name would smell as sweet' ~Shakespeare

Hit the 'retweet' & help us educate more investors

A thread 🧵👇

#IPOwithJST

1/ Basics about the IPO 👇

Incorporated in 2001

Fresh Issue of 165crs (50 for capex | 48 for Working capital | 20 for debt payment) + OFS of 237crs (Partially by promoter & PE Tano selling out as the fund tenure is up)

~ Total raise of 402crs


2/ About the company (Not a Biotech company)

A Contract manufacturer for formulation cos. (204 in total) for Indian markets & a small domestic OTC biz

3279 products, 4 plants with 700cr tablets/capsules capacity

Emphasis on chronic (60% of rev) & complex generics (70% of rev)


3/ History

Revenues:
FY11 - 100cr 👉 FY14 - 200cr 👉 FY21 - 400cr

Growth is similar to the Indian pharmaceutical sector, not gaining any market share even after increasing products.

Customers include Pfizer, Sanofi India, Eris, Cadila, etc.


4/ Competition: No Moat

400+ organized & 15000 unorganized players in the same space: 2% market share

Some of the things that can drive consolidation: Customers preferring better compliance

However, a single customer usually has 35-40 contract manufacturers for products.
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Glenmark Life Sciences (GLS) IPO notes 🔬

Plans to take the capacity to 1762KL (currently 762KL) in the next 4 years.

Hit the 'retweet' & help us educate more investors

A thread 🧵👇

#IPOwithJST

1/ About the company

Developer & manufacturer of high value, non- commoditized APIs (complex & low competition) in chronic therapeutic areas: CVS, CNS, pain management & diabetes, etc

Basic details about the IPO 👇

Note: After paying off liabilities, 150crs remain for capex.


2/ The Journey

Established the API business in FY02

Since 2015, Have not received any adverse reactions from regulators (USFDA, PMDA) in the total 38 audits & inspections & Have gone through 432 customer audits.

Filled 403 DMFs & CEP registration across markets globally.


3/ Trends that the company is betting on & what works for them

China+1: India API market growth (10% cagr projected from FY21-26) will outpace the industry: Driven by specialty API+ Strong domestic market

Highest no. of USFDA approved API facilities & % of DMFs filled


4/ Interesting facts

- 120 molecules: $142B market size
- Targetting 8 to 10 new molecules every yr (Key differentiator over time)
- 66% of sales from regulated markets
- Works with 16 of the top 20 generic cos.
- Top 7 customers: 5 to 15yrs old
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Pharma learnings 101:

Higher the difficulty to manufacture, Lower the competition, Higher the pricing power.

Higher the regulatory oversight, the Bigger is the moat for those who comply.

#PharmawithJST
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