Biosciences is the space to track and follow globally. Sector offers extra large opportunity landscape. Shared the full thesis in that April webinar. Convinced that 🧬 will throw many big compounders in next few years.
#Fermentation #Biotechnology
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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
@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
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In an example of how deeply ingrained misogyny is in the Indian system, billionaire investor Rakesh Jhunjhunwala asked the management of Jubilant Pharmova: \u201cHow can we be lower than the lady? We have to beat her,\u201d in a slighting reference to @kiranshaw.
— Dr. Kailashnath Koppikar (@koppik) June 26, 2021
https://t.co/1dkZ9JMLLr
#Bicara presented clinical data from the lead immunotherapy program, BCA101, at ASCO 2021 - June 2021
— Punit (@punitbansal14) June 17, 2021
Title: First-in-human phase I study of the bifunctional EGFR/TGF\u03b2 fusion protein BCA101 in patients with EGFR-driven advanced solid cancers
Unseen Bicara Pipeline\U0001f9ec https://t.co/bMhtUEnw0C pic.twitter.com/cz6V5BLeuc