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Syngene & CRAMS are synonymous in the Indian stock market today.

From Early Discovery to Commercial Supply

NMEs cater to

~Pharmaceutical
~Biotechnology,
~Nutrition
~Animal health
~Consumer goods
~Speciality chemical

In this thread, let’s deep dive into their FY20 AR

1/
Syngene works with clients from around the world to find solutions to their research, development, and manufacturing challenges for small and large molecules while improving productivity, speeding up time-to-market, and lowering the cost of innovation.

Syngene At a Glance

2/

Plans

~Capacity Addition
~Capacity Expansion
~Partnering for Success

Vision: “To be a world-class partner delivering innovative scientific solutions”

3/

Kiran Mazumdar Shaw, Chairperson’s Message

4/

Jonathan Hunt, MD & CEO’s message

5/

Business Divisions

~Discover Services
~Development Services
~Manufacturing Services
~Dedicated R&D Centers

6/

~Industries Covered

~Client Footprint

7/

Operational Performance

8/

Syngene’s Journey in a Snapshot

9/

Milestones Achieved from 2016-20

10/

~Healthcare CRO market: Type estimates & trend analysis

~Dose CMO market size by revenue, 2009-2018

~Proportion of Top 10 best-selling drugs that are biologic drugs

11/

~Value Creation Model

~Services

~Partnering Model

Fee for Services
Full-Time Equivalent
Dedicated Centers

12/

Strategic Priorities

~Capture the opportunity in biopharmaceuticals

~Foster continuous improvement

~Deliver added value from integrated discovery and development projects

13/

Business Review:

~Discovery Services
~Development Services
~Dedicated R&D Centers
~Manufacturing Services

If after ARs & concalls you are hungry for more:

~Check tweets of @unseenvalue & @punitbansal14
~Watch the video and blog by @ishmohit1 & his team at @soicfinance
~Check out @AnishA_Moonka on Biologics @JstInvestments

And do wait for our 5 Min Stock Idea

Coming Soon!🙂

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@SmartSyncServ

Q4FY21 Concall Notes

All in One document

168 Pages

56 Companies

18 Sectors

100+ Hours

Hit Retweet & Let's Learn Together

Businesses Covered:

~AAVAS FINANCIERS
~AMBER ENTERPRISES
~ANGEL BROKING
~APCOTEX
~AU SMALL FINANCE BANK
~BAJAJ AUTO
~BAJAJ FINANCE
~BANDHAN BANK
~BALKRISHNA INDUSTRIES
~BLUE STAR
~BSE LTD
~CCL PRODUCTS
~CREDIT ACCESS GRAMEEN
~CRISIL
~CUPID LTD
~DIVI’S LABS
~DIXON TECHNOLOGIES

~EICHER MOTORS
~GALAXY SURFACTANTS
~HDFC AMC
~HDFC BANK
~HDFC LIFE
~HEIDELBERG CEMENT INDIA
~HESTER BIOSCIENCES
~ICICI PRUDENTIAL LIFE
~INDIAN ENERGY EXCHANGE
~INTELLECT DESIGN ARENA
~IRCTC LTD
~ITC LTD
~JYOTHY LABS
~KNR CONSTRUCTIONS
~KOTAK MAHINDRA BANK
~KRBL LTD
~L&T INFOTECH

~MANAPPURAM
~MARICO
~MAYUR UNIQUOTERS
~MHRIL
~NIPPON LIFE AM
~PERSISTENT SYSTEMS
~PI INDUSTRIES
~PIRAMAL ENTERPRISES
~RAMCO SYSTEMS
~STERLITE TECHNOLOGIES
~STOVE KRAFT
~SUDARSHAN CHEMICALS
~SYNGENE
~TATA CONSUMER PRODUCTS
~TATA ELXSI
~THOMAS COOK

~UJJIVAN SMALL FINANCE BANK
~ULTRATECH CEMENT
~VAIBHAV GLOBAL
~VARUN BEVERAGES
~VIP INDUSTRIES
~WONDERLA HOLIDAYS

Smart Sync Services
@SmartSyncServ

Some lovely quotes from the book, “Alchemy: The Dark Art and Curious Science of Creating Magic in Brands” by Rory Sutherland.

If you read them, you will not be able to stop yourself from buying the book and read it.

A thread!

Here you go

1. The economy is not a machine – it is a highly complex system. Machines don’t allow for magic, but complex systems do. Engineering doesn’t allow for magic. Psychology does.

2. When you demand logic, you pay a hidden price: you destroy magic.

3. The human mind does not run on logic any more than a horse runs on petrol.

4. Human behaviour is an enigma. Learn to crack the code.

5. To avoid stupid mistakes, learn to be slightly silly.

6. More data leads to better decisions. Except when it doesn’t.

7. Being slightly bonkers can be a good negotiating strategy: being rational means you are predictable, and being predictable makes you weak.

8. We could never have evolved to be rational – it makes you weak.

9. If you are wholly predictable, people learn to hack you.

10. The record of science in some ways casts doubt on a scientific approach to problem-solving.

11. Be careful before calling something nonsense.

12. The opposite of a good idea can also be a good idea.

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@SmartSyncServ

Q1FY22 Result & Investor Concall Notes

PI Industries

Smart Sync Services
@SmartSyncServ

Indian Energy Exchange, like a toll bridge, connects power generators with power consumers & distributors. The alternative to IEX like alternatives to toll bridges is more expensive bilateral agreements.

Fasten your seatbelts as we’ll take you through the 19-20 AR of IEX.

1/

Megatrends for Energy

~Decarbonization
~Decentralization
~Digitization
~Democratization

2/
Transformation in the energy sector
~Benchmark prices for all electricity transactions
~Transparent mechanism for price discovery
~High liquidity on exchange to ensure the lowest cost and assured supply

3/
Key points
~Customer Centricity driven by intuitive, secure, & responsive design
~Efficiency through efficient matching algorithms, automation, & low latency
~State-of-the-Art analytics-based solutions that are future-ready.

4/

IGX
~ Launched on 15th June 2020
~ India’s 1st nation-wide automated gas trading platform
~ Govt plans to increase the share of natural gas from 6% to 15% by 2022
~Enabler in making India transition towards a gas-based economy.

SmartSyncServices.com
@SmartSyncServ

5 MIN STOCK IDEA

PRAJ INDUSTRIES

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Ian Rennie
@theangelremiel

@br0oklynzo0 @KatyMontgomerie @ElPolloDiabloX @AbigailShrier @chadfelixg Okay, so you haven't read the study in the British Journal of Sports Medicine, you've read a Guardian story about it.

I have now read the study, and I teach critical appraisal as part of my job, so let's dive into it a bit.

@KatyMontgomerie @ElPolloDiabloX @AbigailShrier @chadfelixg First things first, the sample size in this study is tiny. 46 people. Plus, the point of comparison was "all women and men under the age of 30 in the Air Force between 2004 and 2014" rather than a longitudinal group.

@KatyMontgomerie @ElPolloDiabloX @AbigailShrier @chadfelixg So no matching for age, background, or physical condition. The result of these is that you're going to get a lot of statistical artefacts.

@KatyMontgomerie @ElPolloDiabloX @AbigailShrier @chadfelixg Second of all, there were three points of comparison here and you're ignoring two of them. The researchers measured for push-ups and sit-ups as well, both of which showed physical advantage removed entirely by hormones. Which means you're cherrypicking.

@KatyMontgomerie @ElPolloDiabloX @AbigailShrier @chadfelixg So what do you get when you have a tiny sample size and cherrypicked results? That's right, you get noise in the data. Take a look at the results graph from this paper you haven't read.

Ted Petrou
@TedPetrou

I gave masks the benefit of the doubt in the spring/summer of 2020. I have since changed my mind and see no scenario where it makes sense to wear them in public.

Even if they provided 100% protection, I believe masks to be harmful. An explanation below 👇👇👇

Let's say masks provide 100% protection to both the wearer and others (perhaps non-masked individuals) in close proximity. This is perhaps the worst scenario.

The immune system requires a consistent influx of both microbes and viruses to remain trained.

Halting the exposure to microbes and viruses is extremely harmful in the long run and leaves you exposed to enormous risk in the future.

Without training, you will become susceptible to even weaker microbes that your immune system would have normally handled with ease.

This is no different than laying in bed for a prolonged period of time. Walking up stairs, an activity that normally would not be a challenge, would all of a sudden become difficult.

Your immune system would slowly degrade similarly not able to complete previous tasks.

This is particularly harmful to children who's immune systems do not have the training of adults and would leave them more vulnerable. Children have the most life to lose so it harms them the most.

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matthew remski
@matthewremski

A staple of anti-lockdown conspiracism in yoga/wellness is that public health measures are oppressive, authoritarian, and stifling what it means to be human. Masks suppress identity and speech. Vaccines assault the sovereign body. Influencers must rise up against tyranny! /1

Ironically, pandemic management in economies where yoga/wellness is lucrative has been a neoliberal, choose-your-own-adventure mess in which centre-right governments barter with public health to enact a patchwork of half-measures that punish the poor and marginalized. /2

The goal is not universal health rights, or protecting medical systems, or saving as many lives as possible. The goal is to return to business-as-usual, using public health as a pit stop on a productivity race off a cliff. The ice caps aren’t melting fast enough, I guess. /3

Right-leaning governments, like influencers, have assessed the COVID threat with the magical bias of limitless optimism. Then they work to normalize COVID casualties as a new cost of doing business. *This* is what alt-healthers and Qamoms call “socialist”, or “communist”. /4

Centre-right governments and wellness influencers share a goal: get back to the optimism of making productivity heroic and consumption virtuous, without any reflection on structural issues of injustice, or what universal health care funding and standards would look like. /5

F. Perry Wilson, MD MS...
@fperrywilson

Folks, we need to talk about this Vitamin D trial. I have no stake in this game - take Vitamin D if you want but this pre-print is super sus.

The paper is presented as a randomized trial of vitamin D supplementation in hospitalized patients with COVID. Interesting and important question! And the results appear dramatic:

If true, this would be one of (if not THE most) effective treatments for COVID. But there are problems...

The first clue something is up is that the randomized groups aren't the same size:

It took me a while to figure out why this was, then I saw in the text that INDIVIDUALS were not randomized, WARDS in the hospital were.

Yohannes #Tigray First
@Yohannes_T_M

@MSF was allowed to enter #Mekelle on 16 Dec & here is their account 👇

"no basic supplies. The local hospital was running at 30 to 40 %, with very little medication"

This is why one of the reason why we demand unfetters #HumanitarianCorridor
#TigrayGenocide

#Adigrat "The situation was very tense & its hospital was in a terrible condition. Most of the health staff had left, there were hardly any medicines &there was no food, no water and no money"
#StopWarOnTigray
#TigrayGenocide
#HumanitarianCorridor
#EritreaOutOfTigray

After 1 month since @AbiyAhmedAli declared victory

"#Adwa & #Axum. There we found a similar situation: no electricity & no water. All the medicines had been stolen from #Adwa general hospital & the hospital furniture & equipment were broken"

#StopWarOnTigray
#TigrayGenocide

"Beyond the hospitals, around 80 or 90 per cent of the health centres that we visited between Mekele and Axum were not functional, either due to a lack of staff or because they had suffered robberies"

#StopWarOnTigray
#TigrayGenocide
#EritreaOutOfTigray
@UN @POTUS @StateDept

"1 woman had been in labour for 7 days without being able to give birth. Her life was saved because we were able to transport her to #Mekele"

It is really heartbreaking to imagine how many of our mothers & sister have lost their lives.

#StopWarOnTigray
#TigrayGenocide
@UN

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Seth Abramson
@SethAbramson

(THREAD) Pre-election Russia collusion may take down Trump. It's equally possible the Trumps' pre- and post-election collusion with Saudi Arabia, the UAE, and Israel will do it—a course of collusion also connected to the Kremlin. I explain here. I hope you'll read on and retweet.

1/ I must stress how unbelievably complex the "Grand Bargain" theory of the Trump-Russia case is—a different thing from saying it's not substantiated. It's substantiated in *almost every single particular*—it just *also* happens to be very confusing. Not byzantine—just confusing.

2/ The basics: Saudi Arabia, Israel, and the UAE all view Iran as their chief regional enemy. Iran is propped up by Russia. Therefore the Saudis, Israelis, and Emiratis all need a US government willing to find a way to get the Kremlin to *stop* supporting Iran in the Middle East.

3/ The best way to get Russia to stop supporting Iran—or reduce support—was/is to drop all sanctions on Russia over its 2014 annexation of Crimea, as that'd be worth *trillions* to the Kremlin over the next decade. Everyone knew that Clinton wouldn't do this—and that Trump would.

4/ Per the NYT, on August 3, 2016, Donald Trump Jr. met secretly at Trump Tower with a Saudi and Emirati emissary, George Nader, as well as an Israeli intelligence expert, Joel Zamel, with *significant* ties to both Israeli intelligence *and* Russian oligarchs allied with Putin.

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(っ◔◡◔)っ 💙 𝑀𝒶rymo Belfa...
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THREAD PART 1.

On Sunday 21st June, 14 year old Noah Donohoe left his home to meet his friends at Cave Hill Belfast to study for school. #RememberMyNoah💙

He was on his black Apollo mountain bike, fully dressed, wearing a helmet and carrying a backpack containing his laptop and 2 books with his name on them. He also had his mobile phone with him.

On the 27th of June. Noah's naked body was sadly discovered 950m inside a storm drain, between access points. This storm drain was accessible through an area completely unfamiliar to him, behind houses at Northwood Road. https://t.co/bpz3Rmc0wq

"Noah's body was found by specially trained police officers between two drain access points within a section of the tunnel running under the Translink access road," said Mr McCrisken."

Noah's bike was also found near a house, behind a car, in the same area. It had been there for more than 24 hours before a member of public who lived in the street said she read reports of a missing child and checked the bike and phoned the police.

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Kate Julian
@katejulian

1/ Something strange is happening with people’s sex lives. 20-somethings are having sex later and less frequently than previous generations. I spent several months digging into this for @theatlantic. https://t.co/5ehzmWY9wi

2/ This phenomenon—I’m calling it a Sex Recession—really surprised me. It seemed improbable in the age of Tinder, digital porn, and attitudes that are generally permissive and sex-positive.

3/ What’s happening isn’t exclusively American: Similar trends are being observed in other countries, including Japan, Australia, the U.K., Finland, and the Netherlands.

4/ One cause is obvious: Adults under 35 are less likely to be living with a partner than in recent decades, and more likely to be living with their parents—which, it’s safe to say, isn’t great for one’s sex life.

5/ But I also found other explanations, each with profound implications. The first, unsurprisingly, has to do with internet enticements. Netflix and other online entertainment may be substituting for sex.

Loren Brichter
@lorenb

So it turns out that Google Chrome was making everything on my computer slow *even when it wasn’t running*, because it installs something called Keystone which is basically malware.

I made a website because this shouldn’t

Wired first reported on how bad Keystone was 11 years ago when they put it into Google Earth (they seem to put it in all their popular

The fact that Keystone hides itself in Activity Monitor is bizarre. (The only sign of it was excessive CPU usage of WindowServer which is a system process).

I don’t know if Google was doing something nefarious with Keystone, or a third party figured out how to (which Wired warned about). But either way, I’m not inclined to give Google-the-organization the benefit of the doubt (despite the many good people who work on Chrome)...

...since it's been a decade+ and this still hasn't been "fixed".

There is no reason for auto-update software to need to do what Chrome/Keystone was doing. It also has a long history of crashing Macs.

Jeet Heer
@HeerJeet

1. Now that Stan Lee is being eulogized far and wide, it's important to remember how marginal Stan Lee and his collaborators (Jack Kirby and Steve Ditko) were in the 1950s and 1960s.

2. Marvel Comics (before that Atlas) was just a cog in the machine of a bottom pulp publisher run by Martin Goodman, the husband of one of Lee's cousins. It was the lowest of the low in the publishing world.

3. Now Mario Puzo (not yet the author of the Godfather) shared offices with Stan Lee in the 1950s and 1960s. Puzo wrote for garrish men's adventure magazines and, like Lee, dreamed of writing a novel & breaking out. But Puzo looked down on Lee.

4. Flo Steinberg, 1960s secretary at Marvel: "They were always making jokes about us. They'd come in and giggle. mario Puzo would look in and would see us all working on his way to the office and say, 'Work faster, little elves. Christmas is coming.'"

5. When JFK was killed, the whole office of Magazine Management was stunned and quiet. Except Lee. He continued working. "He was still working on the comic books," Puzo said. "Like that was the most important thing in the world."