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A thread to understand a few anti thesis points of Neuland labs.
Disc- This is not a buy/sell recommendation. Do your own due diligence.
I'll share my opinion backed by data.
You don't have to buy my opinion. Do some hard work by analysing past concalls.
A thread to understand a few anti thesis points of Neuland labs.
Disc- This is not a buy/sell recommendation. Do your own due diligence.
I'll share my opinion backed by data.
You don't have to buy my opinion. Do some hard work by analysing past concalls.
It all started with the curiosity to understand very weak margins of a player with CDMO exposure who manufactures innovator molecule like Deutetrabenazine.
There was something very striking.
I had expected the CMS commercialised molecules revenues to go up. But it was kind of flat/ degrowing.
I had expected the CMS commercialised molecules revenues to go up. But it was kind of flat/ degrowing.
