@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 👌

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!

All these are Pharma sector companies. Company F consistently reports -ve cash flows. It's stock price never compounded. All other examples reported multi-years of +ve cash flow generation. These stocks have been multi-baggers over the years.

Focus on Cash Flows vs News Flows.

Unseen rule 1 :: whatever be the reason, never justify the valuations of a rising stock price

Unseen rule 2 :: whatever be the reason, never defend the quality/reason of a falling stock price

Unseen rule 3 :: never react in an impulsive manner to a rising/falling stock price

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

@BhavaniprasadP Listen to @AdityaKhemka5

If you were born in June and you're competent and trustworthy and hold CEO and CFO designations in a good Business and a good Industry Structure - you can stay ahead of the curve and create wealth.

Keywords :: June And Competent Trustworthy CEO CFO Business Industry Structure