Sequent 2.0 for vision 2025.

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.
@unseenvalue

Mar, 2020:
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)
June, 2020
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.
Sep, 2020:
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.
Dec, 2020:
CDMO model initiated with one of the largest AH player, 2 products under execution.
March, 2021
Being aggressive in entering US market organically, Open to inorganic opportunity also.

In Brazil, Turkey & India getting into pet business. Depression is accepted as real disease and Adopting pet is becoming the trend. Already present in Europe with Pet business.
This hunger to grow topline faster and admitting about sacrificing margin in next 2 years is amazing.

Vision 2025 should be bolder & Bigger.

Would love to have major price dips over next 1-2 years as bottom line improvement won’t be very nice in short term.

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And here they are...

THE WINNERS OF THE 24 HOUR STARTUP CHALLENGE

Remember, this money is just fun. If you launched a product (or even attempted a launch) - you did something worth MUCH more than $1,000.

#24hrstartup

The winners 👇

#10

Lattes For Change - Skip a latte and save a life.

https://t.co/M75RAirZzs

@frantzfries built a platform where you can see how skipping your morning latte could do for the world.

A great product for a great cause.

Congrats Chris on winning $250!


#9

Instaland - Create amazing landing pages for your followers.

https://t.co/5KkveJTAsy

A team project! @bpmct and @BaileyPumfleet built a tool for social media influencers to create simple "swipe up" landing pages for followers.

Really impressive for 24 hours. Congrats!


#8

SayHenlo - Chat without distractions

https://t.co/og0B7gmkW6

Built by @DaltonEdwards, it's a platform for combatting conversation overload. This product was also coded exclusively from an iPad 😲

Dalton is a beast. I'm so excited he placed in the top 10.


#7

CoderStory - Learn to code from developers across the globe!

https://t.co/86Ay6nF4AY

Built by @jesswallaceuk, the project is focused on highlighting the experience of developers and people learning to code.

I wish this existed when I learned to code! Congrats on $250!!