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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!🙂

More from Smart Sync Services

SmartSyncServices.com
@SmartSyncServ

Mega Thread: Jan-Jun 2021

26 Weeks, 26 Ideas, 26 Tweets

Days Gone 180. Efforts 360

CREDIT ACCESS GRAMEEN

NIPPON LIFE INDIA ASSET MANAGEMENT

HEIDELBERG CEMENT INDIA

Smart Sync Services
@SmartSyncServ

Financials are strange businesses. On a sale, money goes out from the pocket rather than coming in.

Growth comes first. NPA comes later.

Aavas Financiers says: “What Kills Others Makes Me Strong”

Buckle yourself up as we’ll take you through the 19-20 AR

1/

Challenges for Aavas:

~People, Process & Branch intensive
~Caters to Tier2 to Tier 6 towns
~Underwriting difficult
-Lack of docs
-No CIBIL records
-Mostly catering to EWS and LIG category

Now let’s run past the AR to find the cues to their success

2/

Aavas Financiers

A Fast-growing Small Housing Finance Company in a Large Growing Housing Finance Market in India

A Fast-growing Small Fish in a Large Growing Pond

3/

~The Chairman
~The CEO
~The CFO

See what they say

4/

~Strategic Objectives
~Credit Risk Appraisal Framework
~How Aavas is Being Different

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SmartSyncServices.com
@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

AR20-21 Notes

Tata Elxsi

Design Digital

Helping Enterprises Re-imagine Products & Services

Simplifying Technological Complexity

Retweet to help more Investors read AR.🙂

1/

Message From the Chairman

~Strong Operating Performance
~Diversify-Geopolitical & Currency Risk mitigated
~Ranked in the leadership zone of Zinnov Zones 2020 Report

2/

DESIGN DIGITAL

~Industrial Design & Visualization
~Healthcare
~Media Broadcast & Communications
~Transportation
~System Integration

3/

Notes from MDA

~IT Sector- 8% of GDP, 52% of Services Exported
~Capex budgets diverted to IT & digitalization
~Disturbance in Automotive Industries
~Global Auto demand is going to increase but at a slow pace

4/

Notes from MDA

~Media & Communication -1 of the few sectors that did well in pandemic
~5G adoption faster due to pandemic
~Inflection point for digital transformation in healthcare

SmartSyncServices.com
@SmartSyncServ

5 MIN STOCK IDEA

PI INDUSTRIES

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Chris Hopson
@ChrisCEOHopson

1/23 We haven't had a lot to celebrate during this pandemic. But achieving the milestone of offering vaccine to the over 70s, health and care workers and the most clinically vulnerable just before target date is a huge cause for celebration, given the scale of the achievement.

2/23 When Margaret Keenan got her first jab in Coventry on December 8th last year, who’d have thought that, by Valentine’s Day, we’d have vaccinated over fourteen million people across the UK in just ten short weeks? Amazing, extraordinary and truly, really, world class!

3/23 I’ve been struck by how much joy and relief has been brought to those doing the vaccinations and those receiving them. A GP told me yesterday that nothing had given him greater pleasure in his long career. And that the patient's relief was sometimes overwhelming.

4/23 It's vital to recognise the extraordinary contribution of the staff and volunteers who have made this happen. One of my close family had their jab yesterday and was in awe of the volunteer standing outside in the freezing cold for a four hour shift meeting and greeting.

5/23 What I wanted to share in this thread was the slightly untold story of some of the extraordinary challenges the NHS has had to overcome to deliver this target. Requiring superhuman effort from NHS leaders and staff, way beyond the call of duty. Five challenges set out below.

Marina Amaral
@marinamaral2

[Thread]: Old school "medicine" ads obviously created by aliens.

Let's begin with cocaine toothache drops, for only 15 cents.

Dr. Batty’s asthma cigarettes were not recommended for "children under 6.”

Best prescription for malaria, chills and fever: Grove's tasteless Chill Tonic, obviously.

"It is simply iron and Quinine in a tasteless form".

The cheapest specific for the relief of cough: heroin.

There's also Dr Williams' Pink Pills for Pale People.

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Alex McNeil
@AlexMcNeil14

Masks. A short thread. In June last year my GP advised me that wearing a mask even for a short space of time would be harmful for me on two fronts. One - I have painful rosacea on my face. It’s a horrible condition and it’s lifelong. I can at times look scary!

Putting on a mask simply makes it worse. Two - I have hypertension. Manageable and controlled. GP also advises that mask wearing even for short periods can raise cortisol levels and make them dangerous to me.

On that basis and given the dreadful treatment us non-maskers have to suffer and to appease the abusers I have three times asked my GP to issue me with a letter relating to my conditions.

On each occasion she has said that there is no need. Whilst she won’t admit it straight up, all conversations suggest she’s been told not to. I happen to agree that no-one should need to reveal their medical history to anyone other than medical professionals responsible for me.

I’ve researched mask wearing in relation to what they are supposed to be used for ref *Covid* - I’m no thicko - I prepare risk assessments (and I’m qualified to do so) every day (or did) - and the evidence *for* is weak. Very weak.

Kate Allen
@katecallen

ICYMI, public health officials fear community transmission of B.1.1.7 (the "UK variant") is underway in Ontario.

I'll dissect each piece of worrying news from this story.

1. Simcoe Muskoka has so far reported 3 positive tests in individuals *with no known links* to the massive B.1.1.7 outbreak at Roberta Place LTC.

Two of those are linked to separate outbreaks of their own (a different LTC and a mental health hospital). Testing underway.

2. Of the 225 cases at Roberta Place, 100+ are confirmed or preliminary + for B.1.1.7.

42 household contacts of ppl linked to the outbreak are also COVID+. Public health unit is worried about keeping cases (which are all likely B.1.1.7) from rippling further into the community.

3. A case in Kingston area who tested positive for COVID "several weeks ago" was just discovered to be B.1.1.7. That person travelled to Simcoe Muskoka, but had not travelled internationally, according to the local health unit.

4. Overall, Public Health Ontario counts 47 B.1.1.7 cases as of yesterday -- these are only the ones confirmed thru full genome sequencing. Preliminary screening tests not included (yesterday's 99 in Simcoe Muskoka, for example).

Here's a breakdown by health unit courtesy PHO:

Leandro Steinberg
@lean_stein

🧵 on Importance of correct indication of colonoscopic surveillance studies (English 🇺🇸🇬🇧)
@KM_Pawlak @KMonkemuller @drkeithsiau @JacquelineChuMD @PerelmansPearls @stevenbollipo @SWexner @DrBloodandGuts @ebtapper @DCharabaty @RashidLui @AdvaniRashmiMD @AtoosaRabiee @DrMohdZein

@GI_Guy @RodriguezParra_ @DrHarryThomas @TennysonMD @AustinChiangMD @KralJan @thomaskroner @alinkmd #GITwitter

1/ The implementation of screening and surveillance programs can reduce the incidence and mortality of

2 / But for these to be effective and to guarantee protection against CCR, they must meet a series of conditions. One of them is the correct indication for endoscopic studies for both screening and surveillance.

3 / According to a recent meta-analysis, the minority of patients who undergo colonoscopies have a correct indication, with less than 50% adherence to the surveillance intervals proposed by scientific

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Ryan Caldbeck
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1/ I am seeing more and more founder secondary in venture rounds (Secondary = founders selling some of their shares before some other shareholders are able). Series B-D. I see both as an investor and through entrepreneur circles.

2/ I like secondary for entrepreneurs. Moderation is key but in a lot of situations I think it helps accelerate the co. Lots of very smart investors disagree. Here are my thoughts.

3/ Magnitude: My basic rule of thumb from what I see is market is 4+ yrs and up to 10% of founder’s equity stake with some $ cap that makes sense given stage etc. (typically <$10m)

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Trump is gonna let the Mueller investigation end all on it's own. It's obvious. All the hysteria of the past 2 weeks about his supposed impending firing of Mueller was a distraction. He was never going to fire Mueller and he's not going to

BREAKING: President Donald Trump has submitted his answers to questions from special counsel Robert Mueller
— Ryan Saavedra (@RealSaavedra) November 20, 2018

Mueller's officially end his investigation all on his own and he's gonna say he found no evidence of Trump campaign/Russian collusion during the 2016 election.

Democrats & DNC Media are going to LITERALLY have nothing coherent to say in response to that.

Mueller's team was 100% partisan.

That's why it's brilliant. NOBODY will be able to claim this team of partisan Democrats didn't go the EXTRA 20 MILES looking for ANY evidence they could find of Trump campaign/Russian collusion during the 2016 election

They looked high.

They looked low.

They looked underneath every rock, behind every tree, into every bush.

And they found...NOTHING.

Those saying Mueller will file obstruction charges against Trump: laughable.

What documents did Trump tell the Mueller team it couldn't have? What witnesses were withheld and never interviewed?

THERE WEREN'T ANY.

Mueller got full 100% cooperation as the record will show.

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AGAMA SHASTRA:THE SCIENCE BEHIND THE MARVELS OF HINDU ARCHITECTURE

Agama Shastra is a Sanskrit word that means the manual for worship, temple building, rituals etc in Hindu Tradition.From Sanskrit,agama means handed down by tradition and Shastra means a commentary or treatise.

Therefore, Agama Shastra is a collection of ideas that drafts the rules for worship, temple construction, spirituality and rituals. It has been a guideline for many Hindus from ancient times. It's a collection of Sanskrit, Tamil and Grantha scriptures that mostly contains...

...methods of temple construction, idol creation, philosophical doctrines and meditative practices. It came into being after years of assimiliation and from a variety of sources. Some parts of it are pre-vedic while some are post-vedic.

Hindu Temples are not just temples, they are the pride and identity of Hindus. They are the symbols of Hindu unity and their religious aspirations. Temples are the places of spiritual healing and are our connection with the creator almighty.

Temples are the priceless treasure of our History, Heritage ,Art & Architecture. Architecture that mesmerises and spell bounds you. And Agama Shastra is that very text which is responsible for such a mesmerising and spell binding quality and beauty of our Hindu Temples.

f1talks.pl
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According to @RadioZET_NEWS PKN Orlen (major Polish oil refiner and petrol retailer) is considering entering F1 as a fuel sponsor (supplier) and personal sponsor of Robert Kubica. #F1

Yesterday Kubica was at Orlen's headquarters and met with Polish Prime Minister. #F1

Suhas S. Hardutt
@HarduttSuhas

WHEN GH0RI TOOK TO HIS HEELS WHILST FIGHTING A HINDU QUEEN

THE BATTLE OF KASAHRADA (Kayadara)
1178 AD

Strategy! Bravado! Glory!

(Thread)

The narrative set by left historians about one of their favorite poster boys "Gh0ri" is that he went unchallenged upon entering the Indian subcontinent with one king falling after another.(1)

They conveniently deleted this event. Why? An agenda aimed at making us feel weak and inferior against the invaders in an attempt to glorify them. Simple strategy: To destroy a civilization tamper their history.(2)

Gh0ri defeated Prithviraj Chauhan at the 2nd Battle of Tarain in 1192 and laid the foundation of Delhi Sultanate. What is not well known is the fact that 14 years before he won this battle, he was defeated by the queen of Gujarat "Naiki Devi"!(3)

In 1173 Md Gh0ri had conquered the Ghaznavids in Afghanistan. A ruthless, persistent and deceptive Gh0ri was successful in conducting massive raids deep inside Indian territory.(4)