Discover and read the best of Twitter Threads about #LaurusBio

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#LaurusLabs Q3FY22 Earnings Analysis

In depth attempt to understand beyond the numbers 🧵⤵️
Before we proceed, a disclaimer, that I am invested and biased.

All information presented in this thread, should be consumed with a pinch of salt (maybe two)🧂

This is not a buy or sell recommendation

Please do your own due-diligence and you will live happily ever after!
Lets zoom out first and look at QoQ topline chart for #LaurusLabs
Read 37 tweets
Why did #LaurusLabs bought a significant minority stake (26.62%) in a cell and gene therapy startup (ImmunoACT)?

A short thread 🧵👇🏽⤵️ Image
The entire motive behind acquisitions can be understood by understanding what #LaurusLabs is trying to do with its Biologics vertical.

A snippet of this can be found in interviews of Dr.Chava at the time of acquisition of Richore. Image
Biologics is a high gestation and high investment area within the Pharma industry

Typical development times range in many years and take about 5+ years on average to really scale up and transition to commercial production

This also translate into high barriers of entry
Read 18 tweets
A Thread on #Laurus Labs as Promised
#Technicals - To time the entry and Price
Laurus Labs Currently near Support zones .
620 in my view is a strong support
Showing Buying Volumes since yesterday ! Image
#Fundamentals

Laurus labs is into API , Formulations , Bio Synthesis and CDMO Bussiness

API Bussiness leader #Divis Labs - Only API . No formulations - PE Rating 66
Lowest Cost producer

#Laurus Labs - Into API and formulations . One among the lowest cost producer
Current PE - 33 Price 662 .

#Syngene - CRAMS and CDMO - Means mostly does work for other Multinational Companies . PE Rating 62

#Sun Pharma - Formulation Major - PE 33

Now looking at the others and #Laurus Labs there are some outstanding Numbers to see
Read 11 tweets
What are food grade recombinant proteins and what makes #LaurusBio exciting? 👇🏼

Making Maruti 800s for an industry where only Ferraris are available 🚙 Image
Cultured Meat and Maruti vs Ferrari problem explained in this video.

Pic from my note posted many days ago on ValuePickr.
Read 3 tweets

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