BC PHARMA

Sajal Kapoor
@unseenvalue 2 years, 11 months ago 567 views

@soicfinance Most were bullish on #SeQuent a day before the annual results the other week. Most would have left the train in next few quarters due to ESOP led margin compression on P&L. Playing long innings like Rahul Dravid is not same as watching him play :)

@RemindMe_OfThis in 200 days

More from Sajal Kapoor

From failing to qualify for a major world event to winning a major world event. Unseen transformation in just 3Y 🇮🇹 ⚽️

From an unseen retail owned micro/small cap to institutional darling large cap. Magical transformation unfolding in just 3Y from late 2019 to late 2022 🇮🇳 ⭕️

Sajal Kapoor
@unseenvalue

Only one Indian company is making the country pound in the US when it comes to Biologics #Biocon @Bioconlimited 👏👏

Company floated and nurtured by a women despite all the gender biases. How can the gents be beaten by a lady?

Conviction | Patience
@unseenvalue

1. Listen to various competitors
2. Put your neck on the line (invest your hard earned capital - experience comes by paying tuition fee)
3. Read non-investing books as well (Psychology, history, biographies or whatever non-fiction you like)
4. Read this :
https://t.co/6z3HvtKakL

How to augment your Sector knowledge? Follow these 5 points \U0001f447

1. The Five Rules For Successful Stock Investing by Pat Dorsey
2. Con Calls - as many as you can in that sector
3. Annual Reports - as many as you can in that sector
4. Interact with trade/channel partners
5. AGMs pic.twitter.com/2ZOx3nkC4i
— Conviction | Patience (@unseenvalue) May 18, 2019

Conviction | Patience
@unseenvalue

Biosciences is the space to track and follow globally. Sector offers extra large opportunity landscape. Shared the full thesis in that April webinar. Convinced that 🧬 will throw many big compounders in next few years.

#Fermentation #Biotechnology

Conviction | Patience
@unseenvalue

Affordable and Accessible research and innovation in an unseen olympics where many Indian companies win 🥇 and make the country proud. US enterprises are way ahead in cutting-edge Lab R&D, but they come to 🇮🇳 for scale-up and affordable manufacturing (CDMO model).

Go 🇮🇳 Go 👏👏

Watch the journey of\xa0Insulin Glargine's landmark USFDA approval for first interchangeable #biosimilar for the treatment of diabetes, a testament to #BioconBiologics' scientific excellence & robust quality comparibility data. https://t.co/JSM4LPqYdh
— Biocon (@Bioconlimited) August 1, 2021

More from Pharma

Sajal Kapoor
@unseenvalue

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.

$Amit Rajan \U0001f1ee\U0001f1f3$

Amit Rajan 🇮🇳...
@arpit971

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

$Amit Rajan \U0001f1ee\U0001f1f3$

Amit Rajan 🇮🇳...
@arpit971

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👇

Sir also select the coach, captain and Vice captain also
— Ram (@ramnath2015) July 1, 2021

a) Whenever any major regulatory inspection happens at mfg sites of:
a) #1 to #7, remain fully assured of a success
b)#8 to #13, read Hanuman chalisaa or any sacred book as per faith every day till the inspection lasts.
c) #14 and #15 sell ur position and pick anyone of Dream 11

Prateek
@PrateekGundecha

A good read on Monoclonal antibodies (mAbs) and their potential. @unseenvalue @punitbansal14 Would you like to add something on the future of mAbs in pharma industry.

Vishnu Kapadia
@MJKinvestments

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

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Learn how to easily track your calories/macros.

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. Math behind building six pack
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Learn how to Burn Belly Fat in 3 steps

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$MaMaMia \U0001f1ec\U0001f1f7\U0001f1e8\U0001f1fe\U0001f1e6\U0001f1f2 SupportGreekProducts$

MaMaMia 🇬🇷🇨🇾🇦🇲 Support...
@MaMaMia73189983

Following @BAUDEGS I have experienced hateful and propagandist tweets time after time. I have been shocked that an academic community would be so reckless with their publications. So I did some research.
The question is:
Is this an official account for Bahcesehir Uni (Bau)?

Bahcesehir Uni, BAU has an official website https://t.co/ztzX6uj34V which links to their social media, leading to their Twitter account @Bahcesehir

BAU’s official Twitter account

BAU has many departments, which all have separate accounts. Nowhere among them did I find @BAUDEGS
@BAUOrganization @ApplyBAU @adayBAU @BAUAlumniCenter @bahcesehirfbe @baufens @CyprusBau @bauiisbf @bauglobal @bahcesehirebe @BAUintBatumi @BAUiletisim @BAUSaglik @bauebf @TIPBAU

Nowhere among them was @BAUDEGS to find

SK
@sk_diary1

Andhakasuravadha Samharamurti -#story #Thread
Sculpture of Bhagwan Shiva as the destroyer of the Asura Andhaka - Cave 29,Ellora caves

Asura Andhaka hangs on to a trishula held by 6-armed Shiva.

Once Parvathi & Shiva were relaxing in the pleasant gardens of Mount Mandhara.

Bhagwan Shiva sat down there to enjoy the happiness.Parvati closed the eyes of Shiva playfully & darkness covered the whole universe.Parvati was perplexed & her palms were wet with perspiration.A few drops of her sweat mixed with sweat from Shiva’s body& fell to the ground.

From this sweat,a fierce creature was born,it started to roar.Child was born blind as Shiva's eyes were closed so was named as Andaka.Andha means darkness&also ignorance.Around the same time Asura Hiranyaksha was performing rigorous tapas Shiva for a boon of powerful son.

Bhagwan Shiva was pleased by tapas of Hiranyaksha & blessed him with darshan.Hiranyaksha asked for a powerful son,Shiva told him that he cannot have his own son,but can adopt a blind child who would become very powerful later.Shiva gave child Andaka to Hiranyaksha.

Hiranyaksha returned to his kingdom with Andaka.Later after the vadh of Hiranyaksha, Andaka is said to have lived with his cousins.He was ridiculed,so dejected Andaka went to forest.He did severe tapas for over many years towards Brahma Dev. Brahma dev appeared before him.

@soicfinance Most were bullish on #SeQuent a day before the annual results the other week. Most would have left the train in next few quarters due to ESOP led margin compression on P&L. Playing long innings like Rahul Dravid is not same as watching him play :)@RemindMe_OfThis in 200 days

More from Sajal Kapoor

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@soicfinance Most were bullish on #SeQuent a day before the annual results the other week. Most would have left the train in next few quarters due to ESOP led margin compression on P&L. Playing long innings like Rahul Dravid is not same as watching him play :)

@RemindMe_OfThis in 200 days