#Suven – Journey of my first 50 bagger…

I bought #Suven first in Apr 2013 around Rs 20…today after almost 7.5 years, its Rs 1000 (Suven pharma 920 adjusted for bonus + Suven Life 80)..CAGR of almost 68% for 7.5 years. I am fortunate to hold it throughout the journey and

1/n

#DeepakNitrite valuation is most attractive in the space...

growth will be most explosive in the space...

#Suvenlife USFDA green signal for phase 3 is big thing but still it remains binary story, but now two important events to watch
1 - Narcolepsy molecule phase 2 results - should be out by Dec 22
2 - SUV-502 phase 3 results - 2024

Each event has potential to make it $Bn company

#SuvenLife – Niche R&D play..very high risk and very high reward…key is right allocation…

Jazz Pharma was quoting around $0.5 in 2009, today its $150 and Mcap of $8.5 Bn on Nasdaq..almost 300x in 11 years. 80% of its total sales ($2.1 Bn) come from single drug Xyrem.

Axovant Lifescience, bought Alzheimer molecule from GSK, repackaged it and done phase-3 trials. Before starting the trials, the valuation was $2 Bn, just before announcing the data, it rose to $3 Bn. One of the leading broker put the target of $12 Bn if the trials succeeded..

but it failed in phase-3 trials. Current Mcap is $120 Mn…

This is R&D for New Chemical Entity (NCE)…very high risk and very high reward…

Brain-related illnesses, also known as CNS diseases, afflict more than 2 billion people worldwide. Diseases of the brain and mind range

from Alzheimer’s, dementia, epilepsy, migraine, multiple sclerosis, neuro infections, Parkinson’s, psychosis, schizophrenia and stroke to brain injuries and various mental disorders. The global market or CNS therapeutics is projected to reach $137.7 billion by 2025.

#SuvenLife has 1 lead molecule SUVN-G3031 in phase-2 trials which is similar to Xyrem but superior features, 3 molecules completed phase-1 trials and starting phase-2 trials and 11 molecules in pre-clinical trials. All are related to CNS which is growing and uncluttered market

#Lauruslabs new website for CDMO
https://t.co/8GsCECr9Wq

and biologicals
https://t.co/pBr3GKEi9G

Both are multiyear themes...

#chemicals surpassed #FMCG in valuations.. valuation range is 60x - 100x now. Chemicals will have much higher growth rate than FMCG for next 10 yrs

OMG ya'll, I have major decode! Stick with me this is going to be good!
@martingeddes shared this pic earlier showing that according to the Lunar Calendar today is actually 11.3!
@PepeNewsNow
@VeteransAlways_
@ValiantThor12
@VincentCrypt46
@DanScavino

8 rules the top play by that those at the bottom should adopt.

— Thread
(requested by followers)

1. Leverage

Most poor people don't leverage. Trying to get everything done yourself will limit you to only how much you can do.

Get more hands working for you, and find a way to pay or show them what's in it for them.

2. Trust

When doing business, poor people would require collateral from strangers, but excuse those close to them because they *trust* them.

That's how you get scammed.

The unspoken rule is to know your safety net whenever you're not taking collateral.

Never need to trust.

3. Morality

Never seen a very successful businessman say "This is not a good thing, it's evil."

It's either good for business or bad for business. Its either effective or ineffective.

Morality will only limit you.

4. Reciprocity

Expecting someone to help you because you helped them in the past is ludicrous.

If you're no longer useful to them, people have no reason to help you.

"Whenever you see water flowing upstream it means someone it repaying a kindness."

— 48 Laws Of Power

🧵 @DianeLangberg wrote about NDAs in Christian environments, noting “An NDA is an agreement to hide something. In the cases I have encountered it has always been an agreement to exercise power over and hide sin.... [it is] unlike our Lord.”
1/

NDAs are traditionally “non-disclosure” - don’t talk about specific X. Often in church/ministry cases - they’re overly broad - don’t talk abt *anything* re: your employment

but also may include

“non-disparagement” - don’t say anything negative about us EVEN IF IT IS TRUE
2/

Numerous articles have described the use of NDAs in Christian environments and the conflict with principles described in the very faith supposedly being promoted. I’m linking them here then I’ll offer my 20-year lawyer and victim of silencing (gag order) take on the practice.
3/

“Silence of the sheep” (2018) from @emlybelz described how the conference of catholic bishops has now banned NDAs in abuse cases but how some churches and Christian orgs still use them without

Later in 2018, @scotmcknight discussed NDAs after the Bill Hybels sex abuse scandal, noting that often the stronger party is implicated in sin because the whole reason for the NDA is bc they know that something is wrong and they don’t want it

As a scholar who has researched and written quite a bit about the Anabaptists, can we set a few things straight?

1. Baptists are not Anabaptists. Their history is theirs; ours is ours. We have similarities, but we are not them. We honor them by not using them for our purposes.

2. Not all Anabaptists were in Münster, and many if not most Anabaptists at the time were just as appalled as we are by the Münsterites. So please drop the tropes equating all Anabaptists with Münster. Informed and honest scholars are known by their right retelling of history.

3. The same truth applies to the other types of Reformation Radicals. There is a great difference between those who have become known as Evangelical Anabaptists on the one hand and Spiritualists, Rationalists, etc. on the other hand. Respect them as you also wish to be respected.

4. Yes, there were Anabaptists who toyed with various heresies, including Arianism, Socinianism, and Celestial Flesh Christology. But there were also many Anabaptists who affirmed, commented upon, and used the traditional Apostles’ Creed, Nicene Creed, and Athanasian Creed.

And if you want to do the honest research, you can also find a few heretical Roman Catholic Popes and more than a few heretical Anglicans, Presbyterians, Lutherans. and whomever else you want to talk about. Good historical theology doesn’t play favorites; it speaks the truth.