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. 👇🧵

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.

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.

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.

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.

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.

A Thread about Famous Armenian Inventors and what we have contributed to the world. So the next time someone wants to say we are unimportant, you can rest easy knowing Armenians have contributed some of the greatest inventions to mankind. Here is a handful but there's more.

Raymond Damadian: Armenian-American Physician and inventor of the first MRI machine. MRI is a medical imaging technique used in radiology to form pictures of the anatomy and the physiological processes of the body. Raymond created the first MRI in 1977.

Artem Mikoyan: One of the most famous engineers in aviation. Mikoyan along with Gurevich created one of the most famous Jet lines in history, the MiG. MiG jets directly competed with American Lockheed Martin F Series planes and were among the first to surpass the speed of sound.

Hovannes Adamian: Most notably laid the foundations of color television with his Tri-Color Principle. His work would go on to become the framework that is used to create Color-TV that we see today. He is recognized as one of the founders of color television.

Emik Avakian: An inventor who unfortunately was disabled, but that didn't stop him from contributing work that would help people similar to his condition. Notable contributions are the automatic wheelchair which dismiss the action of hand rolling and a breath operated typewriter.

I recently submitted my PhD dissertation titled "Illiberalism Beyond Borders. Dissecting Russian and Turkish External Influence in Bosnia and Georgia" at @FU_Berlin. Interested in what I found? Read this thread ⬇️

To begin with, I hypothesise that illiberal external influence (IEX) is more likely to contribute to the contestation of #democracy in a given polity when it appears in the context of a favorable domestic environment and the absence of liberal external counterpressure.

I particularly scrutinise the role of domestic elites in facilitating/obstructing IEX, based on findings by J. Tolstrup, @otansey, R. Vanderhill et al. I also look at how liberal ext. counterpressure can help prevent a major contribution of IEX to the contestation of #democracy.

Between 2016-2018, I conducted 95 interviews in #Tbilisi, #Moscow, #Sarajevo & #BanjaLuka (thx to all interlocutors!). Given the increasingly unfree environment in Turkey, I didn't dare to make a trip to Ankara, but talked to local experts about Turkish IEX in BiH & Georgia.

In #Bosnia, #Ankara has engaged in illiberal sponsorship of the Party of Democratic Action for many years. However, in both Bosnia and #Georgia, Ankara mostly exerted illiberal external influence after the 2016 coup attempt, following which it exerted pressure on the rule of law.

In a number of Sunday papers:
Scientific advisers said it was “hard to see” when the restrictions would end as new variants continued to emerge, delivering a potentially devastating blow to the travel industry. The prime minister said that after progress with vaccinations...

...”what we don’t want to see is all that work undone by the arrival of a new variant that is vaccine-busting”.
The idea is planted in people’s mind that this virus is mutating in such a way as to evade prior immunity. This is completely unfounded, certainly as regards immunity..

...gained naturally, after repelling the virus (which well around 99.9% of the population do, fewer, obviously in the very elderly & already ill, more in those younger & well). It’s important to appreciate that upon infection, the human immune system cuts up an infectious...

...agent into short pieces. Each of these short pieces of protein are presented to other cells in the immune system, like an identity parade. Our cells have a truly astonishing range of abilities to recognise different protein structures, and there will be some which recognise...

...each of the pieces of the invader. The cells which recognise a piece are instructed to multiply selectively so that, after a few days to a couple of weeks, our bodies contain large numbers of virus piece specific cells. These have a range of functions. Some make antibodies...

Let's talk about Avi Loeb and his theory about alien

First, I should disclose that I work at the fame research facility as Dr. Loeb, though I work in a different department and to my recollection we've never met.

He's a scientist; I'm in computer support.

With that out of the way...
The interview above is worth a read, and a lot of serious thought, because there's an idea there that's really critical to science, and it isn't whether or not aliens have visited (exactly).

It's about how fashion and culture and taboo have an unfortunately strong effect on science.

In particular he compares his theory on alien visitation with the multiverse theory.

Which of these is more deserving of ridicule?

Science is fundamentally a structure for forming hypotheses and then (critically) testing these hypotheses to see if they should be kept, rejected, or modified.