Indian Pharma Dream 11 Q-compliance ranking: (1st Edition July 2021)
1.Natco (Captain)
2.Neuland (Vice-Captain)
3. Alkem (WB)
4.Cipla(Team coach)
5. Lupin
6. Laurus
7. Hikal
8.Cadila
9.Sun
10.Alembic
11. Unichem
12.Torrent
13. DRL
14. Strides
15.Wockhardt
Investors review tip👇

@VXP95 Ok. Tyche Industries, Panacea Biotech and Beta drugs. 3 of them🙏🙏

Thread on Glenmark Life Science IPO 27 July 🧵:

Glenmark Life Science (GLS) is the wholly-owned subsidiary of Glenmark Pharmaceuticals Ltd;

In 2001-02, GLS launched the API manufacturing business; Currently, the company has two key business verticals: namely API and CDMO;

1/25

GLS is a leading developer and manufacturer of select high-value, non-commoditized APIs in chronic therapeutic areas, including CVS, CNS, pain, and diabetes;

As of FY21, API and CDMO contributed ~90.6 & 8.1% to GLS revenues respectively;

2/25

The company works with 16 of the top 20 generic pharma companies in the world and as of 31st May 2021, they have registered ~403 DMFs globally;

From the IPO proceeds, GLS will be using ~Rs 8bn as repayment of an outstanding purchase agreement to the promoter-

3/25

-for the spin-off of the API business. The company has also envisaged using Rs 1.53bn as capital expenditure;

This includes a new multi-usage facility, which will mainly focus on the company’s CDMO business aspiration from 4QFY23.

4/25

Key growth drivers for the Indian API industry:

👉India is on par with other countries in terms of technological capabilities and process efficiency;

👉The costs are very low in India: Domestic pharmaceutical facilities cost only 2/5th of what it costs to set up and-

5/25

While the healthcare sector remains a good investment option, it’s one where popular investing beliefs may not work, according to Aditya Khemka.

Watch: https://t.co/sXF22eqmcy

Catch all #BQEdge videos here: https://t.co/KP4BpmUgCS

I stumble upon this must-watch gem - a very well reserched webinar by Abhishek Singhal to deep dive on Indian Pharma companies - https://t.co/jMa19Twpt8

@varinder_bansal, well done keep rolling out more webinars to educate retail investors. 👏👏👏

All these are Pharma sector companies. Company F consistently reports -ve cash flows. It's stock price never compounded. All other examples reported multi-years of +ve cash flow generation. These stocks have been multi-baggers over the years.

Focus on Cash Flows vs News Flows.