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Understanding of COVID-19 vaccine manufacturing by @unseenvalue "Unseen Trends in Biotechnology"

Timestamp: 2:05:02 onwards📽️⤵️

https://t.co/d6PkCJwuYP

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Value Educator
Value Educator
@ValueEducator
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
UVLEARNINGS
Sajal Kapoor
Sajal Kapoor
@unseenvalue
Avoid low quality assets in a sector where price discovery has been relentless over many years. Stay with tier 1 players. Margin of safety is in business first and not the entry price. This is not valid for short term positional trades. Those are managed via strict stop losses.
UVLEARNINGS
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Tar \u26a1
Tar ⚡
@itsTarH
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.
UVLEARNINGS , BUZZCHRONICLES THEMATIC LIST , THEMATIC
Sajal Kapoor
Sajal Kapoor
@unseenvalue
Not all chemicals companies are expensive today. I’d screen those where current EV/Sales is in 3-5x range and more importantly where the capex is set to unfold that should improve ROE, ROCE and EV/Sales. It’s more about the individual business cycle leading to earnings growth …
UVLEARNINGS
Sajal Kapoor
Sajal Kapoor
@unseenvalue
@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)
UVLEARNINGS

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