- 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.
Cipla concall was today at 10:40 pm (late night)
Here are the key takeaways 😃
@unseenvalue @darshanvmehta1 @AlgoBoffin @iramneek
- 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.
- There is a fair amount of unlocking through digitalization.
- ESG to improve in future. Becoming carbon neutral and water neutral.
- 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%
- 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.
- Synergizing the distribution channel for prescription, trade generics, and consumer health.
- Goal is to make 12- 15% of revenue in next 3 to 5 years. Right now ots around 5 percent.
- Going relatively fast in CNS and respiratory business.
- Nice portfolio in HIV.
Emerging markets
- Solid partnership are present in these market.
- 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.
- 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.
More from The Tycoon Mindset
More from Health
No-regret #hydrogen:
Charting early steps for H₂ infrastructure in Europe.
👉Summary of conclusions of a new study by @AgoraEW @AFRY_global @Ma_Deutsch @gnievchenko (1/17)
https://t.co/YA50FA57Em
The idea behind this study is that future hydrogen demand is highly uncertain and we don’t want to spend tens of billions of euros to repurpose a network which won’t be needed. For instance, hydrogen in ground transport is a hotly debated topic https://t.co/RlnqDYVzpr (2/17)
Similar things can be said about heat. 40% of today’s industrial natural gas use in the EU goes to heat below 100°C and therefore is within range of electric heat pumps – whose performance factors far exceed 100%. (3/17)
Even for higher temperatures, a range of power-to-heat (PtH) options can be more energy-efficient than hydrogen and should be considered first. Available PtH technologies can cover all temperature levels needed in industrial production (e.g. electric arc furnace: 3500°C). (4/17)
In our view, hydrogen use for feedstock and chemical reactions is the only inescapable source of industrial hydrogen demand in Europe that does not lend itself to electrification. Examples include ammonia, steel, and petrochemical industries. (5/17)
Charting early steps for H₂ infrastructure in Europe.
👉Summary of conclusions of a new study by @AgoraEW @AFRY_global @Ma_Deutsch @gnievchenko (1/17)
https://t.co/YA50FA57Em
The idea behind this study is that future hydrogen demand is highly uncertain and we don’t want to spend tens of billions of euros to repurpose a network which won’t be needed. For instance, hydrogen in ground transport is a hotly debated topic https://t.co/RlnqDYVzpr (2/17)
Similar things can be said about heat. 40% of today’s industrial natural gas use in the EU goes to heat below 100°C and therefore is within range of electric heat pumps – whose performance factors far exceed 100%. (3/17)
Even for higher temperatures, a range of power-to-heat (PtH) options can be more energy-efficient than hydrogen and should be considered first. Available PtH technologies can cover all temperature levels needed in industrial production (e.g. electric arc furnace: 3500°C). (4/17)
In our view, hydrogen use for feedstock and chemical reactions is the only inescapable source of industrial hydrogen demand in Europe that does not lend itself to electrification. Examples include ammonia, steel, and petrochemical industries. (5/17)
This is the $1mln question still without an answer: why were these workers cleaning bat guano from that abandoned mine?
Surprisingly we simply don't know.
China would have all interest in clarifying that point if for instance they were prospecting or selling guano. It did not.
What we know is that EcoHealth + WIV were sampling bat sites in the vicinity at the exact time of the workers being in that mine.
#DRASTIC wrote about this and about other oddities in the official story:
Maybe it's just one of these coincidences.
Then it gets interesting: about a year after the miners death, Olival & Epstein from EcoHealth Alliance co-authored a paper about the coronavirus risk infection from bat guano collection.
No mention of the
That paper oddly used some old bat samples collected by DARPA in 2006/7 at the famous Thai bat cave.
It never mentioned that the Thai monks have been doing this every Sunday for many many years without infection.
But most interestingly it never mentioned the Mojiang mine accident, even if the perfect timing and recycling of old DARPA bat samples seem to point to a likely knowledge of it.
Anyway, the idea was to ask for more money, as you correctly
Surprisingly we simply don't know.
China would have all interest in clarifying that point if for instance they were prospecting or selling guano. It did not.
The miners were tasked with removing bat feces. AFAIK it hasn't been established why they were doing this. Given that EcoHealth was collecting bat fecal samples in the same province around the same time, is it possible these miners were actually collecting guano for EcoHealth?
— The Great Gumbino (@gumby4christ) February 15, 2021
What we know is that EcoHealth + WIV were sampling bat sites in the vicinity at the exact time of the workers being in that mine.
#DRASTIC wrote about this and about other oddities in the official story:
Maybe it's just one of these coincidences.
Then it gets interesting: about a year after the miners death, Olival & Epstein from EcoHealth Alliance co-authored a paper about the coronavirus risk infection from bat guano collection.
No mention of the
That paper oddly used some old bat samples collected by DARPA in 2006/7 at the famous Thai bat cave.
It never mentioned that the Thai monks have been doing this every Sunday for many many years without infection.
But most interestingly it never mentioned the Mojiang mine accident, even if the perfect timing and recycling of old DARPA bat samples seem to point to a likely knowledge of it.
Anyway, the idea was to ask for more money, as you correctly
