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#KRAS mutation

More from Sajal Kapoor

If I have the luxury of not looking at my portfolio for five years and build it today, I will go and buy CDMOs assisting innovators on ::

Animal Healthcare
Biotechnology (including fermentation)
Peptides
Oligonucleotides
High Potency Drugs in Oncology

Keywords :: five years

Sajal Kapoor
@unseenvalue

@VineetGala @cvocain 100% agree with your bearish view on those #APIs. I won't tell the names, so hopefully ppl will get motivated to watch the whole webinar (and learn something in the process). Good stuff @VineetGala 👌

Sajal Kapoor
@unseenvalue

All these are Pharma sector companies. Company F consistently reports -ve cash flows. It's stock price never compounded. All other examples reported multi-years of +ve cash flow generation. These stocks have been multi-baggers over the years.

Focus on Cash Flows vs News Flows.

Conviction | Patience
@unseenvalue

You offer me 80% cost arbitrage (discount relative to Japan/EU/US) along with low confidence / assurance on Critical Success Factors and I won't give you a single NCE/NBE to discover, develop or manufacture. Capex/opex arbitrage is too low in the disruptive-science-pecking-order! https://t.co/O2l8dK4BUv

@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

Conviction | Patience
@unseenvalue

@shuchi_nahar @AnyBodyCanFly Created this thread in 2018, as saw this coming. Covid actually accelerated the trend … next disruption will be lead by biosciences. Unseen today be seen few years out

Technology is enabling new ways of credibly accessing medical knowledge via smart phones / tablets.

Android, iOS have > 5k health / fitness apps like @Medscape, pointing to a future where the Tech. drives a part of medical knowledge and therapeutic guidance instead of a Doctor!
— Conviction | Patience (@unseenvalue) November 8, 2018

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Aditya Khemka
@AdityaKhemka5

Only 1 hospital chain has these all packed in to 1 entity, IMHO. That chain also is the only chain in the world that trades near 1x replacement cost. But how can we buy it? It makes losses! -ve RoE!! Doesn't appear in quant filters, ignored due to RoE = Moat rhetoric. PAT is God.

How many hospitals in India have globally comparable healthcare quality and high end molecular diagnostics, genomics diagnostics, AI/ML, Robotics for timely, accurate diagnosis and best possible prognosis, treatment at affordable cost?

Any thoughts @tusharbohra @AdityaKhemka5 https://t.co/6Mhpu5Dru1
— Sajal Kapoor (@unseenvalue) June 21, 2021

Sajal Kapoor
@unseenvalue

@connectgurmeet Impact of Bioeconomy / Biotechnology be very visible by 2030. This runway is ridiculously long, so even those who buy after 10 years, will create serious wealth if they could hold for a long enough period.

Allocation + Patience = 💰💰💰💰

Sajal Kapoor
@unseenvalue

In hindsight this is how a gruesome business would look like ::

Pricing power

Sticky and mandatory consumption

30-35% ROCE once optimal capacity utilisation is reached and asset has depreciated

170x stock returns excluding dividends over 25 years

D: I’ve been averaging up

Sajal Kapoor
@unseenvalue

@rwind78 @sahil_vi @AdityaKhemka5 @soicfinance #SeQuent is investing in enhancing the terminal value of the business. This should provide better valuations fresh entry next year. Given the fact that it was 40+ in 2018, even a 400+ by 2028 would mean a very healthy 25-26% CAGR ex dividends.

D: Invested. Add more next year.

StockEdge
@mystockedge

Competence is something that sets investors apart!

Join @vivbajaj and Sajal Kapoor and learn the importance and LEARN HOW: https://t.co/NguCUN2WWl

#investing #investments #stockmarketindia #stockmarketeducation #nifty

1/ Throughout my startup career, I’ve seen many founders have an aversion to sales. This is a mistake that can kill your startup.

2/ Sales is often viewed as either a saving grace or proof that the product isn’t good enough (because it should sell itself). Neither are ever true. Some common mistakes that result in...

3/ Mistake 1: Hire a sales rep before reaching product/market fit to get your initial batch of customers. This is a mistake because founders need to work through their MVP with early adopters to truly understand what it is they’re selling.

4/ Mistake 2: Reach product/market fit, need to scale, and rely entirely on self-serve. For enterprise products that require big commitments and internal shifts, almost no product is self-explanatory enough to sell itself.

5/ Mistake 3: Make a first sales hire who isn’t scrappy enough to help mold the sales process from scratch. Some salespeople are amazing at their jobs, but not cut out to establish the processes that others end up following. This skillset is what @rdedatta calls a “sales ninja”.

Erik Torenberg
@eriktorenberg

1/ Here’s a list of conversational frameworks I’ve picked up that have been helpful.

Please add your own.

2/ The Magic Question: "What would need to be true for you

1/\u201cWhat would need to be true for you to\u2026.X\u201d

Why is this the most powerful question you can ask when attempting to reach an agreement with another human being or organization?

A thread, co-written by @deanmbrody: https://t.co/Yo6jHbSit9
— Erik Torenberg (@eriktorenberg) December 4, 2018

3/ On evaluating where someone’s head is at regarding a topic they are being wishy-washy about or delaying.

“Gun to the head—what would you decide now?”

“Fast forward 6 months after your sabbatical--how would you decide: what criteria is most important to you?”

4/ Other Q’s re: decisions:

“Putting aside a list of pros/cons, what’s the *one* reason you’re doing this?” “Why is that the most important reason?”

“What’s end-game here?”

“What does success look like in a world where you pick that path?”

5/ When listening, after empathizing, and wanting to help them make their own decisions without imposing your world view:

“What would the best version of yourself do”?

raina douris
@RahRahRaina

fascinated by this man, mario cortellucci, and his outsized influence on ontario and GTA politics. cortellucci, who lives in vaughan and ran as a far-right candidate for the italian senate back in 2018 - is a major ford donor...

his name might sound familiar because the new cortellucci vaughan hospital at mackenzie health, the one doug ford has been touting lately as a covid-centric facility, is named after him and his family

but his name also pops up in a LOT of other ford projects. for instance - he controls the long term lease on big parts of toronto's portlands... where doug ford once proposed building an nfl stadium and monorail... https://t.co/weOMJ51bVF

cortellucci, who is a developer, also owns a large chunk of the greenbelt. doug ford's desire to develop the greenbelt has been

and late last year he rolled back the mandate of conservation authorities there, prompting the resignations of several members of the greenbelt advisory

$Anu Satheesh \U0001f1ee\U0001f1f3$