BC UVLEARNINGS
Saved by @SAnngeri

Research in CDMO/APIs is never a slam dunk. It may take ages to yield results. CEP filings can be lumpy as a result. As I wrote last year (link below), Hikal has been consistently sacrificing operating profits for a sustainable future. Best is ahead ๐ŸŽฅ ๐Ÿฟ

https://t.co/hItmOud8Pm

More from Sajal Kapoor

Sajal Kapoor
Sajal Kapoor
@unseenvalue
@harindersnanda @soicfinance Most were bullish on #SeQuent a day before the annual results the other week. Most would have left the train in next few quarters due to ESOP led margin compression on P&L. Playing long innings like Rahul Dravid is not same as watching him play :)

@RemindMe_OfThis in 200 days
PHARMA
Sajal Kapoor
Sajal Kapoor
@unseenvalue
From failing to qualify for a major world event to winning a major world event. Unseen transformation in just 3Y ๐Ÿ‡ฎ๐Ÿ‡น โšฝ๏ธ

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 ๐Ÿ‡ฎ๐Ÿ‡ณ โญ•๏ธ
UVLEARNINGS
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Conviction | Patience
Conviction | Patience
@unseenvalue
"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 โ€“ and, more crucially, Planet Earth."

https://t.co/PEvcSXrrW1

#Fermentation | Industry 5.0 Vision 2 ๐Ÿงฌ
UVLEARNINGS
Conviction | Patience
Conviction | Patience
@unseenvalue
When we put a high multiple to sales, the most important thing to worry about is - what could disrupt those cash flows. A lower multiple to sales (like a 1x or 2x) justifies Yo-Yo cyclicality and 10x sales implies relatively stable gross margins, cash flow and business economics.
VALUATION
Conviction | Patience
Conviction | Patience
@unseenvalue
@oldschoolinvest I said 20-25% #CDMO (Synthesis) growth going forward in @IIC_Conference June 2020 conclave. They have delivered better than my expectations.

Never Knowingly Misguide.

Money making and fake advisory/PMS propaganda has never been my agenda
LAURUSLABS

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Sajal Kapoor
Sajal Kapoor
@unseenvalue
Most stocks are fit for short term trading. Not every business will compound wealth over the long term. Some commonly used proxies for long term compounding 'potential' (in alphabetic order) ::

Cash flow per share
Earnings per share
Scientists per share
Tweets per share
UVLEARNINGS
Sajal Kapoor
Sajal Kapoor
@unseenvalue
Mr. Rakesh Jhunjhunwala asked great questions on CDMO. Made me Jubilant on Zooming๐Ÿ˜‰
UVLEARNINGS
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Sajal Kapoor
Sajal Kapoor
@unseenvalue
There's more to disclose!

Waiting for business to perform before i share more as too much talking is deemed 'pump and dump' by the elite Twitter activists (who have to pay their advisory staff's salary and bills - so free knowledge sharing hurts their interests)

#Biotechnology
UVLEARNINGS
Tar \u26a1
Tar โšก
@itsTarH
If you want to learn about pharma CDMO industry market, this is a gem of a resource.

Available whenever you get your podcasts.


Wherever*
UVLEARNINGS
Value Educator
Value Educator
@ValueEducator
Thread on Drug Development process ๐Ÿงต

Hit like & Retweet for more learnings ! ๐Ÿ’Š๐Ÿงช๐Ÿฉบ๐Ÿ’‰
@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 itโ€™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
UVLEARNINGS

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Jijo Sunny
Jijo Sunny
@JijoSunny
1/ ๐Ÿ‘‹ Excited to share what weโ€™ve been building at https://t.co/GOQJ7LjQ2t + we are going to tweetstorm our progress every week!

Week 1 highlights: getting shortlisted for YC W2019๐Ÿคž, acquiring a premium domain๐Ÿ’ฐ, meeting Substack's @hamishmckenzie and Stripe CEO @patrickc ๐Ÿคฉ

2/ So what is Brew?

brew / bru : / to make (beer, coffee etc.) / verb: begin to develop ๐ŸŒฑ

A place for you to enjoy premium content while supporting your favorite creators. Sort of like a โ€˜Consumer-facing Patreonโ€™ cc @jackconte

(weโ€™re still working on the pitch)

3/ So, why be so transparent? Two words: launch strategy.

jk ๐Ÿ˜… a) I loooove doing something consistently for a long period of time b) limited downside and infinite upside (feedback, accountability, reach).
cc @altimor, @pmarca


4/ https://t.co/GOQJ7LjQ2t domain ๐Ÿป

It started with a cold email. Guess what? He was using BuyMeACoffee on his blog, and was excited to hear about what we're building next. Within 2w, we signed the deal at @Escrowcom's SF office. Youโ€™re a pleasure to work with @MichaelCyger!

5/ @ycombinator's invite for the in-person interview arrived that evening. Quite a day!

Thanks @patio11 for the thoughtful feedback on our YC application, and @gabhubert for your directions on positioning the product โ€” set the tone for our pitch!
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KrishnaLeela
KrishnaLeela
@Talesofkrishna
๐ŸŒฟ๐‘ป๐’‰๐’† ๐’”๐’•๐’๐’“๐’š ๐’๐’‡ ๐’‚ ๐‘บ๐’•๐’‚๐’“ : ๐‘ซ๐’‰๐’“๐’–๐’—๐’‚ & ๐‘ฝ๐’Š๐’”๐’‰๐’๐’–

Once upon a time there was a Raja named Uttฤnapฤda born of Svayambhuva Manu,1st man on earth.He had 2 beautiful wives - Suniti & Suruchi & two sons were born of them Dhruva & Uttama respectively.
#talesofkrishna https://t.co/E85MTPkF9W


Now Suniti was the daughter of a tribal chief while Suruchi was the daughter of a rich king. Hence Suruchi was always favored the most by Raja while Suniti was ignored. But while Suniti was gentle & kind hearted by nature Suruchi was venomous inside.
#KrishnaLeela


The story is of a time when ideally the eldest son of the king becomes the heir to the throne. Hence the sinhasan of the Raja belonged to Dhruva.This is why Suruchi who was the 2nd wife nourished poison in her heart for Dhruva as she knew her son will never get the throne.


One day when Dhruva was just 5 years old he went on to sit on his father's lap. Suruchi, the jealous queen, got enraged and shoved him away from Raja as she never wanted Raja to shower Dhruva with his fatherly affection.


Dhruva protested questioning his step mother "why can't i sit on my own father's lap?" A furious Suruchi berated him saying "only God can allow him that privilege. Go ask him"
RELIGION
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Stephen Bush
Stephen Bush
@stephenkb
Some quick thoughts on Sam Gyimah's resignation after conversations with various Conservative MPs: 1) the chances of a second referendum are a lot higher than I thought:

2) At this point, if you are a young and ambitious Tory MP it is now so overwhelmingly in your interest to vote against the withdrawal agreement. V v hard to see how Julian Smith can cap rebellion at under 100:

3) Really just to reiterate 1) Gyimah is the kind of "No, never gonna rebel" vaguely pro-EU Tory you'd need to get on side to outweigh Labour Leavers and Real Concerners.
POLITICS
PC\U0001f30e\u262e
PC๐ŸŒŽโ˜ฎ
@pc_432
Moderna CEO Stephane Bancel was previously CEO of bioMerieux in France from 07-10.

Alain Merieux, who owns bioMerieux, was instrumental in the creation of the Wuhan Institute of Virology P4 Lab.

The same people who helped create the virus, also helped to create the vaccines...


Moderna partnered with French Pasteur Institute in 2015 to develop mRNA vaccine technology.

Pasteur Institute partnered with the Wuhan P4 Laboratory in 2017 along with the Merieux Foundation to study emerging viruses...
https://t.co/yFsHwrNYaK
https://t.co/9M5lydBKhM


Nobel prize winning scientist Luc Montagnier asserts that Sars-Cov-2 is man-made and originated from the Wuhan Institute of Virology.

Montagnier did extensive work with the Pasteur Institute in France which was partnered with the Wuhan P4.

Merieux Foundation & the Chinese government have worked together since 1965, and partnered to study emerging pathogens in Africa in 2015.

Their research included "PATHOGENS CARRIED BY BATS" that provoke respiratory diseases.

๐Ÿšจ๐Ÿšจ๐Ÿšจ
https://t.co/gVwpT0ssqI
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WORLD OF SANATAN DHARMA
WORLD OF SANATAN DHARM...
@world_sanatan
PETER PADUKAM - THE LEGEND OF MADURAI MEENAKSHI TEMPLE AND A BRITISH COLLECTOR.

A British Collector named Rous Peter was appointed as Collector of Madurai from 1812 to 1828.

Though a Christian by faith, he respected all faiths including Hinduism and also honored local practice


Collector Peter was the temple administrator of the Meenakshi Amman Temple and conducted all his duties with sincerity and honesty and respected the religious sentiments of all people.

Collector Rous Peter respected and treated people of all faiths equally and this noble trait

earned him the popular nickname โ€˜Peter Pandian'

Goddess Meenakshi Amman Temple was situated between Collector Peter's residence and office.

Everyday he used to go to the office by his horse and while crossing the temple, he got down from his horse, removed the hat and his shoes

and crossed the whole path on his foot.

Through this small gesture he expressed his reverence to the Goddess!

One day there was a heavy downpour in Madurai city and River Vaigai was in spate.

Collector was sleeping in his residence and was suddenly disturbed and woken up by

the sound of anklets and he left his bed to find out from where the sound had came.

He saw a small girl wearing pattuvastrams (silk garments) and precious ornaments and addressing him as 'Peter come this way'.
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