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The Tycoon Mindset
@tycoonmindset05 4 years, 5 months ago 720 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

Aarti Drugs conducted their earnings con-call today at 4:00 PM

"Target of 4500+ cr topiline till 2025"

@unseenvalue @darshanvmehta1 @sonalbhutra @Milind4profits

Here are the key highlights 😀👇

Business Updates:
• 66.87% of revenue came from Export Market.
• Around 66% of the growth is driven by volume.
• Formulation segment grow at 5%.
• Ramping up R&D facility both for API and formulation.
• CAPEX previously planned has been in inline.

Price in API:
• In September price has gone and has stabilize and after that the price is stable.
• As per current market scenario, mgmt expects 19-20% is doable, but its still not a new normal.

CAPEX:
• Current API capacity revenue of additional 25%.
• Brown Facility and new green facility will be the main growth driver for the next 3-5 years, in order to achieve revenue target of 4,500+ cr in next 4-5 year.
• 40cr will go in this Q.
• Green field start in next year

PLI:
• Company have applied for few products, and company expects one molecule to get but this will be announced in April. This product is for capital consumption (of around 60-65 cr), and 60-65 cr will external sales.
• This will have CAPEX of 120 crores.

The Tycoon Mindset
@tycoonmindset05

Solara Active Pharma Science con call was today at 3:30 PM.

@Gautam__Baid @unseenvalue @drprashantmish6 @rdkriplani

Here are the key takeaways of the call. 👇🧵

Business Updates:

• Speed of filing products has been increased. Filed 5 new DMFs – 3 in US and 2 in EU
• Currently ramping up the facility in VIZAG with strong customer attraction, and will be commercialized as planned in Q3
• VIZAG EBIDTA growth guidance changed to 40%+ YoY

• Growth Driver: Broad based growth in other products and Vizag.

• PLI: Company has filed Mysore for PLI scheme for 1 molecule.

• Technology: Company is about to complete its 2 out of 3 technology, which will enhance efficiency for Solara.

Demand in some of sectors is moderated:
• Mgmt expected moderation in demand, hence company has taken necessary steps for those products.

Gross Margins:
• It was down a bit due to product mix however.

Fiscal 2022:
• Solara has grown in regulated market space.
• Vizag will kick in. CRAMS will support tailwind.
• Most of the CRAMS is commercial API.

• Most of the product is expected to be stable both in term of demand and price in the coming few quarter

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The Tycoon Mindset
@tycoonmindset05

Neuland Laboratories concall was today at 5:00 PM

@unseenvalue @darshanvmehta1 @drprashantmish6 @punitbansal14 @suru27 @rdkriplani

Hope customer book of Neuland to remain as booked and full just like today's conference call😂

Here are the Key takeaways from the earning call👇

Business Updates:
• Price growth drivers were Levetiracetam and Mirtazapine.
• Commercialization of Unit 3 has begun and 2 API have been shipped in.
• Neuland has filed Donepezil based with USDFA.

Q from @unseenvalue sir: Growth opportunity in Peptide (esp. on generic)

• Involved in many molecule discovery in generic side
• Co. has seen value on generic capacity, GDS being continuous play for the company
• Co. may have partnership for generic side of business as well.

NCE Buinssess:

• Portfolio of PMS project has mix of both orphan and convectional drugs.
• Few molecules of NCE has started generating revenue and benefits of those molecule will be discovered in future.

CMS Buinsess:
• Most of the molecules in pipeline has been increased and some are even in commercialization.
• New business momentum continues to remain strong, and lot of business are attracted through referral business.
• More focus remains on the quality of the molecules.

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.

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.

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Stephen Wolfe
@PerfInjust

Thread:
I'm thinking about Tim Keller's influence.

There is the curious fact that Keller is well-regarded among the culture elite (or at least has not suffered the sort of vilification one might expect given his influence). How can we explain this?

Looking at Prodigal God and other writings, you see that his approach to urban ministry is deeply political in a way that appeals to Democrat-heavy cities. It involves two moves:

1) equalizing sins: elevating the sin of hypocrisy, "moralism," and "religion" (the sins of "conservatives") and equating these with the sins tolerated among liberal (e.g., homosexuality)
&
2) emphasizing "self-righteousness" as a sort of chief sin (the sin of "red states").

Keller effectively downplays the sins that liberals tolerate while elevating the sins of their political enemies, the red state conservatives.

But the greatest appeal to liberals is that critiquing the "self-righteous" vilifies political action, particularly the action of social conservatives (e.g., anti-gay marriage). And the equalization of sins eases concerns over changes in social policy (e.g., gay marriage).

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

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$Nick Hudson \U0001f642$

Nick Hudson 🙂
@NickHudsonCT

I entered this conversation thinking that I already knew the story, in a way. Dr Wodarg had succeeded in preventing the WHO from creating a fake pandemic in 2009. He thought the world wasn't silly enough to be fooled twice, but he'd been wrong. 1/9

He'd previously had ready access to mainstream media and found this suddenly cut off when he opened his mouth to voice his concern about the hysterical mania of Covid. The comically corrupt whom he'd vanquished all those years ago had been waiting for him. 2/9

All sorts of web entries about his courageous and humane career in public health and politics had morphed into caricatures that painted him as a freak; a "denier", as the post-modern parlance goes, with no means of redress. 3/9

This much I knew before I even started asking questions. What I hadn't expected was to find political correspondence with him, & we found that all of a sudden towards the end of the interview. He calls himself a socialist, I call myself scale dependent, & stop there. But ... 4/9

... it turned out we'd kindled the same central concept—subsidiarity. Subsidiarity is a principle in social organisation holding that functions which are performed effectively by local organisations belong more properly to them than to a dominant central one. 5/9

$NortherlyRose \U0001f308 \U0001f499$

NortherlyRose 🌈 💙...
@NortherlyRose

#Thread

Living with meltdowns.

A personal, very late diagnosed, autistic perspective.

#autism
#AllAutistics
#ActuallyAutistic

1/

Before my autism diagnosis I had occasional emotional outbursts. These generally happened at home after a sustained period of pressure at school or at work.

When I discovered I was autistic I realised that these were actually what people call meltdowns.

2/

Getting intensely upset was a bit of a family thing. Sudden shouting and throwing of things, with resumption of peace and calm afterwards, wasn’t that unusual.

In fact we had a kind of mantra that it was much better to express our emotions than to keep them bottled up.

3/

It was hard to gauge my own emotions against other people’s but by any measure I felt things incredibly intensely.

As a child the injustice of being told off for something that wasn’t my fault burned into me. I sobbed until the tears stang my face and I could hardly breathe.

4/

But suppressing emotion was necessary for me to survive in the outside world. That’s partly what led to uncontrolled outbursts of feelings at home.

I melted down because there was no justice and I’d been misunderstood. I wasn’t using emotion as some kind of bargaining tool.

5/

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

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Srikanteshwara Temple or
Nanjundeshwara Temple is a famous Shiva Temple located in Karnataka at the bank of river Kapila. Temple is also called Varanasi of South. Nanjunda means one who has consumed poison.

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2) We were down in the lobby and I was kind of crushed. I don’t know what I expected, The Thing and the Yancy Street Gang to be sitting around smoking cigars? Anyway, my Dad was taking a beat to figure where we were going next and a guy came up to us.

3) He was wearing a white shirt and tie and said to Dad “Is he disappointed because. The Marvel offices were just offices?” My Dad said yes and then the guy who had gray around his temples and a mustache said “hold on a second” and opened one of those office mailboxes with a key.

4) He then handed me a thick stack of EVERY SINGLE MARVEL COMIC COMING OUT THE NEXT MONTH. “Here you go. Keep reading Marvel comics” he said and then walked off. I left in a daze and about 15 minutes later it hit me “Gray around the temples, mustache... That was Stan Lee!”

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Poonathanam Namboothiri was a great devotee of Guruvayurappan. One day Poonthanam was going to Guruvayur Kshetram. It was night time and eventhough Namboothiri was tired he continued to walk

Suddenly some thieves came and blocked his way. Poonthanam cried for Shri Krishna to help. Thieves snatched all valuables from him, but Namboothiri holding his Bhaghavatam book called Shri Krishna to help. That time a man came in a horse back and fought with thieves and protected

Namboothiri. Poonthanam thanked Krishna for helping him from danger and said to the man that "Shri Krishna has send you here and I don't know how to thank you". The man smiled and told that he is Mangattachan, minister of samoodhiris. Poonthanam once again thanked him and

gave his ring to Mangattachan as a token of thanks and continued his journey. He reached Guruvayur early morning for Nirmalya Darshan. Temple poojari came near him and told that Guruvayurappan came in his dreams and asked to hand over the ring to poonthanam.

When he opened Kshetra Nada poonthanam was surprised to see his ring on Guruvayurappan, which he gifted to Mangattachan. He understood that it was Guruvayurappan who came as Mangattachan to protect him. This is how Bhagwan treat his devotees.

Hare Krishna
🙏🕉🙏