@VineetGala @cvocain 100% agree with your bearish view on those #APIs. I won't tell the names, so hopefully ppl will get motivated to watch the whole webinar (and learn something in the process). Good stuff @VineetGala 👌

Promised to share my portfolio, so here it is.

None of this is investment advice, please do your own research. I may choose to exit, reduce or add anytime to these.

"The global natural cosmetics market is expected to be worth $48.04 billion by 2025..... #Biotechnology could be the game-changer for natural beauty lovers – and, more crucially, Planet Earth."

https://t.co/PEvcSXrrW1

#Fermentation | Industry 5.0 Vision 2 🧬

Wasn’t easy to book losses in this #Antibiotics business after waiting for 4 long years. Was even more difficult re-entering the same business after few months when @punitbansal14 broke the news of a major yield improvement and slew of R&D filings across the Antibiotics spectrum!

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 🇮🇳 ⭕️

If I have the luxury of not looking at my portfolio for five years and build it today, I will go and buy CDMOs assisting innovators on ::

Animal Healthcare
Biotechnology (including fermentation)
Peptides
Oligonucleotides
High Potency Drugs in Oncology

Keywords :: five years

Syngene is delighted to share that we are part of Fortune India’s Top 100 Wealth Creators list for 2021.
The criteria involved being a listed company with a 5-year CAGR of 7.5% plus in terms of market cap, revenue &profit (2017-21).
#FortuneIndia #Syngene #FortuneList #CDMO
1/5

Those incurring a net loss in any of the 5 fiscals (2016-20) were filtered out. The final 100 were based on firms having revenues of Rs 300 crores or more in FY20.
2/5

Key to our success has been our growing clientele who regard us more as a strategic partner with flexibility to work across a spectrum of clients -MNCs to start-ups. We also have a consistent client retention rate of 90%.

#strategicpartnership #clientele #USA #Europe #Japan
3/5

On the range of #scientific work being done at Syngene, our CEO, #Jonathan_Hunt is quoted as saying: “The minute you come into our campus, you can travel the world, scientifically – we do that degree of knowledge-intensive work here”.
#Biopharma #CRO #CDMO #CMO #CRDMO
4/5

Our winning formula? Capability to offer integrated services across the #DrugDiscovery, Development, Mfg continuum under one roof; Lean Sigma way of operations; Quality of our work. All this built on the foundation of world-class talent.
#DrugDevelopment #Scientists
5/5

@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)

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?

Indian Investing Conclave CDMO/API was free (short registration for access needed)

https://t.co/9XwKv9L3Bp

Any animal healthcare stock you like
Any Bio and non-Bio CDMO you like
Any hospital you like …
Any domestic Pharma you …
Any complex API player you .. (in addition to pure CDMO)
Any industrial biotech you ..
Any diagnostics you …
Any human and agri biotech you 👌

#uv_Tijori

Fun Insights from my Portfolio

Deepak Nitrite generates more Cash from Operations than Laurus Labs.

Deepak Nitrite: 999cr
Laurus Labs: 733cr

Deepak grew its CFO by ~30% YoY while Laurus grew its CFO by more than~100% YoY

Not easy to track all 4K generic chemical molecules. My template is rather simple so even a layman can follow! Invest in innovator synthesis (#CDMOs) as ::

a) molecules are on-patent. No pricing pressure
b) typically 1 or 2 suppliers compete per molecule
c) runway is extra long

@connectgurmeet Impact of Bioeconomy / Biotechnology be very visible by 2030. This runway is ridiculously long, so even those who buy after 10 years, will create serious wealth if they could hold for a long enough period.

Allocation + Patience = 💰💰💰💰

Private Equity is "smart money". They enter only when there is a potential to unlock value.

CVC Capital (#HCG)
Carlyle Group (#SeQuent)
#Biocon Biologics (True North)
KKR (in talks to buy a controlling stake in #JBChemicals & Pharmaceuticals)

| Smart money is after my holdings!

Healthcare is a big (correction : very big) opportunity with a multi-decadal growth runway looking at the demographics and decades of underinvestment in India.

Keep averaging-up as the business performs.

Not easy.

Capacity to suffer consolidation/underperformance is paramount.

One of the most unique managements who have taken bold bets in the past which have paid off. How will the future pan out?

To read about the business and the opportunities🔗|Natco Pharma Chasing optionalities: https://t.co/LBqehxpiAa

by @Ankush__Agrawal

Thread on Drug Development process 🧵

Hit like & Retweet for more learnings ! 💊🧪🩺💉
@unseenvalue

Topics Covered :
1.Introduction to CRO,CDMO,CMO & CRAMS
2.Discovery
3.Clinical Trials
4.Commercialization and Surveillance
5.Success Rates
6.CRO
7.CMO
8.CDMO
9.CRAMS

1. Introduction :
What are CROs, CDMOs, CMOs and CRAMS? How are they different from each other and what value do they add to the Pharma Value Chain? To understand these concepts, we took a look at the drug discovery process.

The APIs manufactured by our Indian players lie at the end of this value chain. There is a whole process that comes before it that takes a lot more time and costs a lot of money.

On average, it takes about 10 to 15 years for a drug to make it to market. It costs hundreds of millions, if not billions of dollars to bring one drug to market.

A drug goes through 3 big phases on it’s way to make it to market - the discovery phase, clinical testing phase and the commercialization phase. Once we understand these phases, it makes it easy to understand the role of CROs and CDMOs

In hindsight this is how a gruesome business would look like ::

Pricing power

Sticky and mandatory consumption

30-35% ROCE once optimal capacity utilisation is reached and asset has depreciated

170x stock returns excluding dividends over 25 years

D: I’ve been averaging up