Animal Pharma innovators are actively looking at competent, reliable API/CDMO partners.

"We predict that the sourcing, partnering, development and funding of innovation will be more transformational and significant the next five years than ever before in animal health" - #Elanco

@harindersnanda @ishmohit1 @soicfinance @punitbansal14 @nison_steve Both should do well. Prefer Zoetis for leadership, best in class margins and management's execution. Elanco should improve with Bayer Animal boosting companion proportion in its overall mix.

#SeQuent will under-perform next 1-2 years due to #ESOP (unless a surprise M&A happens)

On this auspicious day of #GuruPurnima, happy to share an easy to read and an exceptionally worthwhile investment. I plan to make a thread that will hopefully help us invest and live better. Thank you @awealthofcs 🙏🏻

Experience has taught me that less is always more when making investment decisions. Simplicity trumps complexity. Conventional gives you much better odds than exotic. A long-term process is more important than short-term outcomes.

And perspective goes much further than tactics. Tactics are useless to investors in a matter of days—sometimes in a matter of hours. But perspective is something that stays with the investor for a lifetime. It allows you to adapt to the changing market and economic landscape.

While keeping it simple won’t make it any easier to predict the future—no one has a crystal ball—it can give you the necessary capacity to make rational decisions, no matter what happens next.

Perspective is so important because, without it, even the most intelligent of investors can be ruined from a lack of self-awareness in their own abilities. Investors that fail to put the news or market moves into the proper context....[1/2]

Global Animal pharma market($ 50.89 billion) is expected to grow much faster than human pharma. CAGR 8.8% in 7 to 8 years

API account for 20% market

Innovators are going Asset light
It's a huge opportunity for the first mover in CDMO (Hikal)

And in formulation & API(sequent)

SEQUENT SCIENTIFIC :
++++++++++++++++

Price moving in a upward channel. Gets halted
by the coflunce and moves in a trading range.
Price at key weekly support with narrow spread
and falling volumes.

Upside of 20 - 30 %

#pricenpedia #stockmarket

If your salary / incentives are not dependent on the next quarter earnings, just relax!

No one has any idea where the stock is going in the short term. Your paid advisors definitely haven't got any idea. They're just making it up, so you stay with them.

Key word :: quarter