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
More from Sajal Kapoor
Long story short :: If you follow someone - make sure you do actually 'follow' ...
When the focus is on capability, terminal value and ESOPs - reported earnings recovery would have to wait. No science. No commerce. Pure basics 😏
Tail-events generate the biggest panic and upside. If you survive the panic w/o jumping off the train, you deserve the 100x in few stocks.
Temperament + Business Analysis = ⤴️
@unseenvalue Hats off Sir. I compared an equal weighted portfolio of your stocks above to the 2 Coffee Can stocks Abbott & Divis and your portfolio has delivered significant upside since then— ML4TradingDoctor (@DrKRIndia) May 16, 2021
Key has to be conviction and equal weighting pic.twitter.com/6dJ1LDMSYr
Playing real estate and home improvement structural story in \U0001f1ee\U0001f1f3 via a focused proxy consumption \U0001f9fa— Conviction | Patience (@unseenvalue) January 10, 2020
1. Asian Paints
3. SHIL (Hindware portfolio)
4. Fragrance SpecChem (Kelkar & Fairchem)
Consumption | Proxy Consumption
More from Sequent
Having multiple facilities accredited with certifications from the best authorities from globe is a hidden moat in itself... 10-20% pop and then retracement should not shake confidence... Business focus and longevity should build conviction— Harinder S Nanda (@harindersnanda) July 14, 2021
Change in dynamics in last 5 quarters has enabled them to aim big in next 5 years.
A thread of Concall excerpt discussing how seeds are sown for a strong future.
Carlyle Acquiring stake gives them a strong backbone which enables them to think about entering US or China market and lot of other optionality.
Filed First injectable (Tulathromycin) for US market.
Initiated CDMO business (optionality)
Multi-year agreement with Zoetis to market & distribute their ruminant portfolio in India. Being Partner of Zoetis provides gloabl image & helps to acquire their CDMO customer in future.
CDMO is very niche initiative targeting only veterinary API customers.
Acquired 40% of Provet (Turkey Subsidiary, extremely profitable business) making it a wholly owned subsidiary which will improve their bottomline.
Hired Stonehaven as consultant to become top 10 animal healthcare company, dreaming big.
CDMO model initiated with one of the largest AH player, 2 products under execution.
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So I went to her campaign website and took that web address and looked through the internet archive. When I went back to 2017, it was not her website, it belonged to the group "Brand New Congress."
Here's what the web address https://t.co/Uhz2q4Dpll looks like now:
Here's what the same web address looked like in late 2017:
What's “Brand New Congress?” BNC is a group of Bernie Sanders staffers who got together, decided to make the 2018 midterms all about Bernie policies by taking his ideas & finding 400 Bernie carbon copies to dump into Congressional & other races, creating a 400 headed Bernie.
Divya Desha where Perumal appears with moustache of a Sarathi (charioteer) to conduct Arjun’s Rath in Kurukshetra war.
Here, Venkatkrishna-Parthasarthy is present with his entire family.
He is flanked by Sri Rukmini, Sri Balarama, Satyaki, son Pradyumn and grandson Anirudha.
It is said that on the request of Raja Sumathirajan, Sri Perumal appeared and stayed here as Arjun’s charioteer (Partha-sarathi).
He is without chakra as he had promised not to wield weapons in Mahabharata war.
The face has scars caused by Bhishma’s arrows on Arjun. Prabhu took the arrows on himself to protect Arjun.
The Naivedyam offered here does not have spices. Ghee is used in it to cure Prabhu’s wounds. Sarkarai Pongal is famous here.
It is said that Rishi Bhrigu found Devi Lakshmi (as Vedvalli) in Alli flower in the mandir pushkarini. Later, Sri Ranganatha came here to marry her.
This is the perfect asymptotic approach to the extremes of both Republican and Democratic rhetoric (which are both inevitably devoid of any sound logic) - you eventually get presidents like this. This is a warning call to dissolve the Republican and Democratic parties.
It seems to me our nation is now tossed between two insane extremes, bickering and arguing with each other, embodied in the Republican and Democratic parties. When you get extremist politicians who adhere fully to broken logic and rhetoric, our future is laid waste.
New parties must emerge soon. For fun, I propose a new party : "Uniters" and call the other parties "Dividers" (Republicans and Democrats). We can say that the Uniters believe in uniting people rather than dividing people.
That implies that one 'dominant' world view cannot prevail (including the illusion that we are in fact a set of states United right now) - we have to work and labor hard together to fulfill the promise the founders sought to build this country upon.
The answer is artist Will Hulsey...
Will Hulsey was the undisputed king of the animal attack pulp cover. You name it, he'd paint it attacking you in a pool of stagnant water.
Very little is known about Will Hulsey, but he worked on a number of men's pulp magazines in the 1950s and early 1960s including Man's Life, True Men, Guilty, Trapped and Peril.
Their audience was ex-GIs: during WWII the US Council of Books in Wartime had given away over 122 million books to American servicemen to read; this led to a post-war surge in paperback and magazine sales amongst these newly enthusiastic readers.
As a result the 1950s saw a raft of men's pulp magazines being published to tap into this market - almost 200 different titles!
The new 12.9" iPad Pro is physically smaller than the old one with the same screen size. It's roughly the same size as an 8.5 x 11 piece of paper. 5.9mm thick.
10 billion transistors in the A12X. 8-core CPU. 7-Core GPU. 35% faster single-core performance. 1000x faster GPU. iPad Pro is Xbox One S class GPU performance in "94% smaller" package, Ternus jokes.
Apple's silicon team is just dropping bombs every event.
live shot of Apple's silicon team
iPad Pro gets USB-C for up to 5K external displays and enables charging out to iPhones. Wild.