Not easy to track all 4K generic chemical molecules. My template is rather simple so even a layman can follow! Invest in innovator synthesis (#CDMOs) as ::
a) molecules are on-patent. No pricing pressure
b) typically 1 or 2 suppliers compete per molecule
c) runway is extra long
More from Sajal Kapoor
@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
More from Uvlearnings
My 15 small and mid sized pharma for 15Y
— Sajal Kapoor (@unseenvalue) December 20, 2019
\u26a0\ufe0f~5 can go bust (0)
No trading. No questions. Your money. Your conviction. Your due diligence!
Albert David
DCAL
FDC
Indoco
JB Pharma
Jubilant Life
Laurus
Natco
Neuland
RPG Life
SeQuent
SMS Pharma
Solara
Strides
Syngene
| Pharma \U0001f489\U0001f48a
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Entrepreneur\u2019s mind.
— James Clear (@JamesClear) August 22, 2020
Athlete\u2019s body.
Artist\u2019s soul.
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When you choose who to follow on Twitter, you are choosing your future thoughts.
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Action relieves anxiety.
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Stan Lee, who died Monday at 95, was born in Manhattan and graduated from DeWitt Clinton High School in the Bronx. His pulp-fiction heroes have come to define much of popular culture in the early 21st century.
Tying Marvel’s stable of pulp-fiction heroes to a real place — New York — served a counterbalance to the sometimes gravity-challenged action and the improbability of the stories. That was just what Stan Lee wanted. https://t.co/rDosqzpP8i
The New York universe hooked readers. And the artists drew what they were familiar with, which made the Marvel universe authentic-looking, down to the water towers atop many of the buildings. https://t.co/rDosqzpP8i
The Avengers Mansion was a Beaux-Arts palace. Fans know it as 890 Fifth Avenue. The Frick Collection, which now occupies the place, uses the address of the front door: 1 East 70th Street.
