How many hospitals in India have globally comparable healthcare quality and high end molecular diagnostics, genomics diagnostics, AI/ML, Robotics for timely, accurate diagnosis and best possible prognosis, treatment at affordable cost?— Sajal Kapoor (@unseenvalue) June 21, 2021
Any thoughts @tusharbohra @AdityaKhemka5 https://t.co/6Mhpu5Dru1
CVC Capital (#HCG)
Carlyle Group (#SeQuent)
#Biocon Biologics (True North)
KKR (in talks to buy a controlling stake in #JBChemicals & Pharmaceuticals)
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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.
Capacity to suffer consolidation/underperformance is paramount.
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
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.
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
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
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.
#SeQuent will under-perform next 1-2 years due to #ESOP (unless a surprise M&A happens)
My 15 small and mid sized pharma for 15Y— Sajal Kapoor (@unseenvalue) December 20, 2019
\u26a0\ufe0f~5 can go bust (0)
No trading. No questions. Your money. Your conviction. Your due diligence!
| Pharma \U0001f489\U0001f48a
Asian Paints is the TCS of 'Home Improvement' space
Think in terms of ::
- Sustainability of Leadership over decades
- Sustainability of Consumption Megatrend
- Sustainability of CFO and Governance
- Quality of Balance Sheet
Rather than absolute MCap