One of the most unique managements who have taken bold bets in the past which have paid off. How will the future pan out?

To read about the business and the opportunities🔗|Natco Pharma Chasing optionalities: https://t.co/LBqehxpiAa

by @Ankush__Agrawal

A detailed blog on Prince Pipes and what makes a Pipe company successful with comparison across the industry: by @badola_arjun

Link to read🔗: https://t.co/N58Fp4pOdL

Muthoot finance vs Manapurram Finance: Deep value opportunities?

Link to the blog🔗:https://t.co/MMQVfbRGuZ
By- @badola_arjun

-Gold Loan Business
-Diversification or Diworsification?
-Comparison between both
-Sources of risks

@nivin27 Kenneth Andrade & all his interviews ever

What all do I read to keep myself informed about new opportunities and to keep updating myself with the new happenings in the world?

Time for a thread about all tools I use to research,Find information and update myself about different subjects

🧵🧵🧵🧵🧵🧵

Blog Subscriptions I am subscribed to for investing:

1. @borrowed_ideas
2. Non-Gaap Substack
3. The Flywheel substack
4. Read The Generalist
5. Kiran D- has a blog on word press
6. Uncommon Profits
7. Used to read stalwart but they reduced the posting
8. @rohitchauhan

9. @IntelsenseI
10. @SeekingAlpha
11. @themotleyfool
12. Betaoalpha Substack by @mehrotra_saket
13. @MarcellusInvest
14. @PerfectResearch

Others that I like to read

1. @TheKenWeb
2. @EconomicTimes Prime. Recently they have improved
3. @TheEconomist
4. @forbes_india

Sectoral experts/Analysts that I follow:

For Pharma- @AdityaKhemka5 , @unseenvalue & @punitbansal14 + Contract Pharma for cdmo

For Banking- @HemindraHazari , Digant Haria and Ashish Gupta from Credit Suisse (he's terrific)

For chemicals- Rohit Nagraj from Emkay Global

and chemical weekly+Chemical reports monthly from B&K securities

Broker reports that I like to read whenever I can:

1. Spark capital-hands down the best reports in the country.

2. Ambit- publish some good stuff. But rarely available

3. JM Financial- exceptional reports.

Out of 17 stocks that I own, I am allowed to go wrong in 2-3 of them. Not going wrong shows that you are not taking enough risks or operating on the edge. Learning from mistakes is the number 1 way to improve as an investor. An excerpt from the annual letter :)

@BhavaniprasadP Listen to @AdityaKhemka5

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

If cash flow is not growing / compounding - why do you expect the share price to make newer ATHs ?

Ultimately, the stock price is a function of underlying business and the quality of cash flows

"Quality vs Quantity" of cash matters. Small and Mid Pharma have outperformed Large!

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