BC HEALTH

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The Tycoon Mindset
@tycoonmindset05 4 years, 5 months ago 716 views

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Cipla concall was today at 10:40 pm (late night)

Here are the key takeaways 😃

@unseenvalue @darshanvmehta1 @AlgoBoffin @iramneek

Introduction

- Company being the first one to launch Remdesivir and the whole portfolio for covid 19

- Company is no.2 in lung leadership. Will try to unlock the complex generics in US.

- Growing faster than the average market growth.

- Trying to bring respiratory technology in China and in Brazil.
- There is a fair amount of unlocking through digitalization.
- ESG to improve in future. Becoming carbon neutral and water neutral.

US business
- Were able to add

- would be doubling the revenue in US.

- The pipeline is nicely diversified , now the products are diversified into respiratory + injectable around 30%

Indian market: One india strategy
- To cosumerize the business.

- Generic business is no.1 in india.

- Brand is moving from generic business to consumer business.

- Goal is to keep beating market growth by expanding the depth in portfolio.

- There has been a deeper distribution system because the generic business is moving faster than expected.

- Synergizing the distribution channel for prescription, trade generics, and consumer health.

Consumer wellness
- Goal is to make 12- 15% of revenue in next 3 to 5 years. Right now ots around 5 percent.

South African business
- Going relatively fast in CNS and respiratory business.
- Nice portfolio in HIV.

Emerging markets
- Solid partnership are present in these market.

Digital initiative

- Can unlock a great potential in profit through digitalization
- Automation in manufacturing and digitization of data.
- Company is re imagining the business to be more digital.

ROIC story

- Capital is being diverted to respiratory division. Comaony likes this category.
- 50 to 60% will come from new launch of products and rest would be through cost control.

- In india company want to expand a bit but the major focus is to push the revenues higher.

Respiratory portfolio
- The company has a para 4 filing and has a partnership with a generic company.

Future acquisition
- Company is open to acquisition which would be easy to digest

- India and us business are very attractive but company is not seeing huge potential in capital allocation towards acquisition.

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The Tycoon Mindset
@tycoonmindset05

HDFC Life Concall was today at 5.15 pm

Here are the key highlights of the Conference call 😀👇

@dmuthuk @datta_arvind @Vivek_Investor @connectgurmeet @Prakashplutus

Business Updates:

• Continue to see pickup in saving business.
• Growth is there both in volume of policy and increase in ticket size.
• Market share remained increasing at 27% and is increasing gradually.
• Solvency Ration remained at 202%.

• Bank Assurance Channel has grown 22%. Agency Channel continuous to gain growth. HDFC Bank remained growth drive.
• Company is continuously partnering with new channel partners.
• Risk Management has been constantly watched and remained on track.

• Product Mix across key channels shown is growth gradually.

New Scheme Launches: Company has yesterday launched new health plan with add on features.

Tax:
• Tax is now no longer a reason for the people to buy insurance, as customer perspective towards Insurance is improving.

Saving
• Savings have been coming back to the growth target.
• People during the covid and post covid is continuing the saving plan.

The Tycoon Mindset
@tycoonmindset05

APL Apollo conducted their earnings con-call today at 2:00 pm

"Vision of capacity of 4 Million Tone till 2025"

@hiddengemsindia @gvkreddi

Here are the key highlights 😀👇

Business Updates:

• Net Working Capital Remains under 10 days which is best in the building material
• Continue expanding rural region.
• Added 15 new distributors.
• Value added products contributed 50-60% of the topline.

Revenue breakup

• EBIDTA Margin Improvement: This was mainly because of cost structarize and better operational

• Working Capital Cycle as per mgmt should remain sustainable

• Blue Ocean: Company owns 100% subsidiary which contributes nothing but own property where corporate office is there

Improvement in Net Selling Realization:
• With expanding capacities at 2.6Million Tones and utlization of 75%, scalability has been affected.
• While the prices of steel has gone by by around 35%, due to shortage of steel.

• Apl Apollo being the dominant player past connection with steel companies worked well.
• Steel tubes supply from China is shrinking.
• Hence the discounting factor while selling the products has went away.

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The Tycoon Mindset
@tycoonmindset05

Farm Bill: EXPLAINED! [ITC Ltd. initiative of E-Chaupal]

@dmuthuk @nsitharamanoffc @shyamsek @Capital_Artist @amey_candor @arpit971

(Blog & a Summarized

Govt. of India recently passed 3 Farm bills relating to Agriculture sector to bring speedy reforms in Agriculture.
To attract more private investments from the big FMCGs like ITC [E-Choupal] and doubling Farmers income by 2022.

1. Farmers’ produce Trade & commerce (Promotion and Facilitation Act), 2020.

- This Act allows farmers to sell their crops to any trader not necessarily to APMC. Before farmers used to sell at APMC but now it can sell it to anyone.

- This Act will create an ecosystem where the farmers and traders will enjoy freedom of choice of sale and purchase of agriculture.

- It will also promote barrier free inter-state & intra-state trade and commerce outside the physical premises of market notified under state APLM

Clarifications on this act
- Procurement at MSP will continue. Farmers can even sell to the government.
- Mandi will not stop functioning
- E-NAM will continue.

The Tycoon Mindset
@tycoonmindset05

How Amazon makes money?

[ Amazon's business model decoded😃]

@dmuthuk @unseenvalue @FI_InvestIndia @Vivek_Investor @drprashantmish6 @caniravkaria

🧵👇

1/ A person named Jeffery earns 100 dollars per month and has an expenditure of 120 dollars monthly. He has a very good reputation in the society. So, he takes a loan of 1k dollars for a month and this 1k cash is invested in new business ventures.

2/ For the next month, he pays his liability back by taking a loan from another person for 1.5k dollars. The loan of 1k is paid back and the remaining 500 dollars are invested in another business venture.

3/ By the end of the month, he earns 150 dollars through his old and new business ventures but has a total expenditure of 200 dollars. He again is in a deficit of 50 dollars. To pay back his 1.5k dollar loan, he takes a loan for 2k dollars

4/ This cycle goes on and on. Jeffery keeps on taking bigger loans to repay the previous loan and the leftover extra loan is invested in bigger ventures which produce more expense than income.

The Tycoon Mindset
@tycoonmindset05

Saregama concall was today at 4:00 PM

"Target to purchase 20% of the new music this year for the next 30 year"

Here are the key highlights of the call 😀👇

Business Updates:
• There has been slow and steady growth and the industry is slowly coming out of Covid.
• Entertainment and Education has seeing a good growth in digitization.
• Saregama is in a good position to take the advantage of the digitization.

• Cost has been tightened over the past 2 quarter.
• Company debt company last year, has been reduced a lot.

Growth Driver:
• Primary driver for the 24% sales growth is the Carvaan sales and the music right.

Plan of purchasing music right

• Company had a plan of buying a music right of the last music in order to have long term sustainibility in order to tap the current you in future.
• This was stopped due to Covid.

Conti.

• However now that company is having good gains, company is continuously buying the music right. Hence the purchase of the rights and content will be higher in the next 12 months.
• 4 Bollywood films and 8 Tollywood films.
Conti.

More from Health

Santiago
@svpino

You gotta think about this one carefully!

Imagine you go to the doctor and get tested for a rare disease (only 1 in 10,000 people get it.)

The test is 99% effective in detecting both sick and healthy people.

Your test comes back positive.

Are you really sick? Explain below 👇

The most complete answer from every reply so far is from Dr. Lena. Thanks for taking the time and going through

Really doesn\u2019t fit well in a tweet. pic.twitter.com/xN0pAyniFS
— Dr. Lena Sugar \U0001f3f3\ufe0f\u200d\U0001f308\U0001f1ea\U0001f1fa\U0001f1ef\U0001f1f5 (@_jvs) February 18, 2021

You can get the answer using Bayes' theorem, but let's try to come up with it in a different —maybe more intuitive— way.

👇

Here is what we know:

- Out of 10,000 people, 1 is sick
- Out of 100 sick people, 99 test positive
- Out of 100 healthy people, 99 test negative

Assuming 1 million people take the test (including you):

- 100 of them are sick
- 999,900 of them are healthy

👇

Let's now test both groups, starting with the 100 people sick:

▫️ 99 of them will be diagnosed (correctly) as sick (99%)

▫️ 1 of them is going to be diagnosed (incorrectly) as healthy (1%)

👇

Tony Breu
@tony_breu

1/16
Why do B12 and folate deficiencies lead to HUGE red blood cells?

And, if the issue is DNA synthesis, why are red blood cells (which don't have DNA) the key cell line affected?

For answers, we'll have to go back a few billion years.

2/
RNA came first. Then, ~3-4 billion years ago, DNA emerged.

Among their differences:
🔹RNA contains uracil
🔹DNA contains thymine

But why does DNA contains thymine (T) instead of uracil (U)?

https://t.co/XlxT6cLLXg

3/
🔑Cytosine (C) can undergo spontaneous deamination to uracil (U).

In the RNA world, this meant that U could appear intensionally or unintentionally. This is clearly problematic. How can you repair RNA when you can't tell if something is an error?

https://t.co/bIZGviHBUc

4/
DNA's use of T instead of U means that spontaneous C → U deamination can be corrected without worry that an intentional U is being removed.

DNA requires greater stability than RNA so the transition to a thymine-based structure was beneficial.

https://t.co/bIZGviHBUc

5/
Let's return to megaloblastic anemia secondary to B12 or folate deficiency.

When either is severely deficient deoxythymidine monophosphate (dTMP*) production is hindered. With less dTMP, DNA synthesis is abnormal.

[*Note: thymine is the base in dTMP]

https://t.co/AnDUtKkbZh

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Olumuyiwa Igbalajobi, ...
@olumuyiwaayo

Public Health Scholarships

This may help for those considering MS/PhD in Public Health

1. The Erasmus Mundus Joint Master Degree in Public Health in Disasters
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2. Afya Bora Global Health

3. Carl Duisberg Scholarships

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4. Commonwealth Scholarships for Developing Countries

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5. Fellowships in Public Health & Tropical

6. Fellowships to Promote Mental Health Journalism

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7. 2021-22 Jeroen Ensink Memorial Fund

8. Paul S. Lietman Global Travel Grant for Residents & Fellows

https://t.co/qK76R495QT

9. Global Health Internships and Funding

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10. Kofi Annan Global Health Leadership

11. MA in European Public Health

https://t.co/5x0Vr7b1j8

12. MSc in Public Health Scholarships - Maastricht University,

Avraham Z. Cooper, MD
@AvrahamCooperMD

1/15
Why can cefepime cause neurological toxicity?

And why is renal failure the main risk factor for this complication?

The answer requires us to learn about cefepime's structure and why it unexpectedly binds to a certain CNS receptor.

#MedTwitter #Tweetorial

2/
Let's establish a few facts about cefepime:

🔺4th generation cephalosporin antibiotic
🔺Excretion = exclusively in the urine (mostly as unchanged drug)
🔺Readily crosses the blood-brain barrier (so it easily accesses the brain)

https://t.co/rjYG1BfGPR

3/
The first report of cefepime neurotoxicity was in 1999.

A patient w/ renal failure received high doses of cefepime and then developed encephalopathy, tremors, myoclonic jerks, and tonic-clonic seizures.

✅All symptoms resolved after hemodialysis.

https://t.co/u7JLVitQpp

4/
Cefepime neurotoxicity is surprisingly common, occurring in up to 15% of treated critically ill patients (w/ symptoms varying from encephalopathy to seizures).

💡The main risk factors = renal failure and lack of dose adjustment for renal function.

https://t.co/nxbnzSq8AR

5/
What about cefepime induces neurotoxicity?

One clue is that it's not the only antibiotic that causes neurotoxicity, particularly seizures.

This actually is a class effect w/ other beta-lactam antibiotics (including penicillins and carbapenems).

https://t.co/Lf4BhON9IY

ConquerMindsetMoney | ...
@TheConquerMM

8 superfoods that will 10x your body mass:

1. Red Meat

Red meat is an excellent source of protein that aids in weight gain and muscular development.

It has leucine and creatine, which are substances important for increasing muscle building.

Protein and fat found in steak and other red meats contribute to weight gain.

2. Starchy Foods

Potatoes, sweet potatoes, corn, whole grain bread, oatmeal, whole wheat pasta, and brown rice are high-carbohydrate foods.

Carbohydrates, which have a protein-sparing effect, are essential for muscle growth along with proteins.

3. Eggs

Eggs are a powerhouse of protein, zinc, vitamins A, D, B 12, phosphorus, and folate.

Egg protein has a high biological value, which makes it the ideal post-workout snack.

There are 90 calories, 6.7 grams of fat, and 6.1 grams of protein in one large scrambled egg.

4. Fatty Fish

Essential fatty acids and proteins are abundant in fatty fish like salmon.

They aid in weight gain and immune boosting.

The finest source of omega-3 which is important for weight gain is found in these fish.

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$ArmaniTalks \U0001f399\U0001f525$

ArmaniTalks 🎙🔥...
@ArmaniTalks

Manipulation Sign:

If you are compromising too much, there is a chance that you are getting manipulated.

Why are you the one that's always compromising?

How come the other person always gets their way?

Be more curious.

If something seems off, stick up for yourself.

'Wait, you sure I am being manipulated?'

I have no clue, that is only something that you can decide for yourself.

'Dang is there anything I need to look out for?'

Plenty..

But let me give you a few things to look out for.

👇

I see manipulation as skillfully controlling someone's behavior for egotistical or unethical purposes.

'How come people don't leave when it's happening to them?'

Because most people have 0 clue that they are being manipulated.

1. Guilt Trip

You ever made a mistake around someone, only for them to hold it over your head?

The will always bring up the mistake when you 2 are not seeing eye to eye.

These people will use that mistake as leverage to get what they want from you in the future.

Look out.

2. The Rationalizer

This person will commit the worst acts & find a way to rationalize it.

Example: cheaters when they get caught.

They have every excuse in the book for why they did it.

Heck, they are so good at rationalizing, they will make it seem like your fault.

asif
@aj_raja

PAKISTAN-INDIA WATER ISSUES – HOW INDIA STOPPED WATER IN PAKISTAN's CANALS IN 1948

Thread

After partition in 1947, the water system was also bifurcated between Pakistan n India.

India cheated Pakistan when on April 1, 1948, India suddenly n without warning stopped...
1/n

...the supply of waters flowing into Pakistan's Central Bari Doab and Dipalpur Canals.

The boundary award on the partition of the sub-continent had left the headworks of these canals in Indian territory, and in accepting it India had implied her willingness to leave...

2/n

...the historic distribution of common waters undisturbed.

India's action was therefore in flagrant disregard not only of international law n morality, but of her solemn commitments with Pakistan and a gross violation of this country's historical rights over common waters.

3/n

Faced with a threat of utter desolation of millions of acres of fertile land, Pakistan had perforce to sign a document with India in which she agreed to "India's progressively diminishing water supplies to these canals and to the West Punjab government's tapping...

4/n

...alternative resources".

A specific reservation was made in the document with regard to India's claim that she had full property rights over waters flowing into her territory, and could therefore use them as she liked.

The issue was, however, to be examined...

5/n

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Cookie Cyboid
@CookieCyboid

“Why are Tumblr and Facebook cracking down on sex so much? And why is Facebook in so over zealous about it? It’s all Apples fault!” Etc etc

I can explain all. It is largely the fault of a set of US laws called SESTA and FOSTA.

Vibhor Varshney
@nakulvibhor

On the occasion of youtube 20k and Twitter 70k members

A small tribute/gift to members

Screeners

technical screeners - intraday and positional both

before proceeding - i have helped you , can i ask you so that it can help someone else too

thank you

positional one

run - find #stock - draw chart - find levels

1- Stocks closing daily 2% up from 5 days
https://t.co/gTZrYY3Nht

2- Weekly breakout
https://t.co/1f4ahEolYB

3- Breakouts in short term
https://t.co/BI4h0CdgO2

4- Bullish from last 5

intraday screeners

5- 15 minute Stock Breakouts
https://t.co/9eAo82iuNv

6- Intraday Buying seen in the past 15 minutes
https://t.co/XqAJKhLB5G

7- Stocks trading near day's high on 5 min chart with volume BO intraday
https://t.co/flHmm6QXmo

Thank you

Marina Amaral
@marinamaral2

Rio de Janeiro, 1920. 🇧🇷

São Paulo, 1910. 🇧🇷

“Arpoador”, Rio de Janeiro, 1900. 🇧🇷

“Avenida Paulista”, São Paulo, 1902. 🇧🇷

Recife, 1885. 🇧🇷