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
More from Sajal Kapoor
[Free CDMO Masterclass #18] https://t.co/208eQbYKEF
— Conviction | Patience (@unseenvalue) July 25, 2021
[Free Art of Investing] https://t.co/bHvUqnpiTE
[Paid IIC Dec 2020 on SeQuent] https://t.co/3iDO438Et9
[Charity fund raise on Unseen Trends in Biotechnology] https://t.co/eNi1x1qwhH
[Q&A on APIs] https://t.co/EQGz007a9S
Go 🇮🇳 Go 👏👏
Watch the journey of\xa0Insulin Glargine's landmark USFDA approval for first interchangeable #biosimilar for the treatment of diabetes, a testament to #BioconBiologics' scientific excellence & robust quality comparibility data. https://t.co/JSM4LPqYdh
— Biocon (@Bioconlimited) August 1, 2021
More from Uvlearnings
@unseenvalue Given high capex/opex cost structures of US/Japan/EU, how will they be able to compete with Indian API companies? https://t.co/OYhC2PUZpL
— Hiren (@hiren_investing) August 11, 2021
#Bicara presented clinical data from the lead immunotherapy program, BCA101, at ASCO 2021 - June 2021
— Punit (@punitbansal14) June 17, 2021
Title: First-in-human phase I study of the bifunctional EGFR/TGF\u03b2 fusion protein BCA101 in patients with EGFR-driven advanced solid cancers
Unseen Bicara Pipeline\U0001f9ec https://t.co/bMhtUEnw0C pic.twitter.com/cz6V5BLeuc
https://t.co/hItmOud8Pm
#Hikal has stepped up R&D in recent years. Next few years (capex & launches) should yield superior earnings. Wish them all the luck \U0001f44d
— Sajal Kapoor (@unseenvalue) September 26, 2020
D: invested and biased view for sure, but it was below 1x price to sales vs 12x price to sales for many chemicals and generic players. No reco!! pic.twitter.com/aqPUKbziHK