S1 : Majority NBE/NCE R&D projects fail. CDMO partner to that innovator "makes money in all failed" cases.
S2 : CDMO "may make larger money" in those lucky, successful (thin minority) cases, if the same #CDMO is retained as the manufacturing partner.
Extract from 2018 tweet 👇
More from Sajal Kapoor
#SeQuent_2 was my 3rd and final warning ⚠️
Long story short :: If you follow someone - make sure you do actually 'follow' ...
When the focus is on capability, terminal value and ESOPs - reported earnings recovery would have to wait. No science. No commerce. Pure basics 😏
Long story short :: If you follow someone - make sure you do actually 'follow' ...
When the focus is on capability, terminal value and ESOPs - reported earnings recovery would have to wait. No science. No commerce. Pure basics 😏
Stock traded at 336.50 on 29 June. #Oversmart money was looking at limit-up closing followed by a next day gap up opening to make an annualized CAGR of 5000%
— Conviction | Patience (@unseenvalue) June 30, 2021
Animal spirits! - Lag Gaye \U0001f606 https://t.co/Cew044YHmK
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