Discover and read the best of Twitter Threads about #SYNGENE
Most recents (19)
#MarketAtClose | #Midcaps continue to outperform, Nifty Midcap Index posts record close
#Sensex, #Nifty & #NiftyBank close with minor gains in a range-bound session
Sensex rises 119 points to 62,547 & Nifty 46 points to 18,534
Midcap Index gains 154 points to 33,967 & Nifty Bank… twitter.com/i/web/status/1…
#Sensex, #Nifty & #NiftyBank close with minor gains in a range-bound session
Sensex rises 119 points to 62,547 & Nifty 46 points to 18,534
Midcap Index gains 154 points to 33,967 & Nifty Bank… twitter.com/i/web/status/1…
#MarketAtClose | #Metal stocks rise on improved global prices, #Hindalco up over 3%
#ApolloHospitals gains another 3% on Friday, up 8% for the week
#HeroMoto continues its positive run, less than 2% away from 52-wk high
#Auto stocks rise after strong sales in May, M&M, #Maruti,… twitter.com/i/web/status/1…
#ApolloHospitals gains another 3% on Friday, up 8% for the week
#HeroMoto continues its positive run, less than 2% away from 52-wk high
#Auto stocks rise after strong sales in May, M&M, #Maruti,… twitter.com/i/web/status/1…
#MarketAtClose | #Pharma stocks see some buying, Dr Reddy’s, Sun, Laurus up over 1% each
New-age cos like #Zomato & #Nykaa see healthy gains on Friday, up 4-8%
4 #Nifty stocks (#BajajAuto, #Britannia, #TaMo, #ApolloHosp) hit 52-week highs today
M&M Fin gains more than 1% to hit… twitter.com/i/web/status/1…
New-age cos like #Zomato & #Nykaa see healthy gains on Friday, up 4-8%
4 #Nifty stocks (#BajajAuto, #Britannia, #TaMo, #ApolloHosp) hit 52-week highs today
M&M Fin gains more than 1% to hit… twitter.com/i/web/status/1…
Detailed Analysis on the business of #Syngene International - India’s largest listed #CRO
CMP - ₹590
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CMP - ₹590
Like and retweet for maximum reach!!
1. Company Overview
-Syngene provides end-to-end discovery, development and manufacturing services to innovative pharma companies involved in the development of patented drugs.
-Syngene was established in 1993 as a subsidiary of Biocon with the objective of providing contract
-Syngene provides end-to-end discovery, development and manufacturing services to innovative pharma companies involved in the development of patented drugs.
-Syngene was established in 1993 as a subsidiary of Biocon with the objective of providing contract
research services to overseas customers. It was India’s first CRO.
-In 2015, the company was spun off from Biocon through an IPO and became a separately listed entity
-In 2015, the company was spun off from Biocon through an IPO and became a separately listed entity
If you are planning to invest in #Pharmasector or #chemicalsector, Watch the following videos for detailed understanding !
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1 #Divislabs
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1 #Divislabs
Update on #SyngeneInternational 💊🧬
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#Syngene announced a 10 year agreement with Zoetis to manufacture the biological entity for Librela(bedinvetmab). It is the first monoclonal antibody for the treatment of osteoarthritis in dogs
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#Syngene announced a 10 year agreement with Zoetis to manufacture the biological entity for Librela(bedinvetmab). It is the first monoclonal antibody for the treatment of osteoarthritis in dogs
1. About the drug
Currently, the product is only approved for sale in Europe but management has indicated that US approval is expected by the end of 2022. Zoetis launched the product in the second quarter of 2021 in Europe.
Currently, the product is only approved for sale in Europe but management has indicated that US approval is expected by the end of 2022. Zoetis launched the product in the second quarter of 2021 in Europe.
Sales for the product were $15 million in both Q3 and Q4 of 2021 and $20 million in Q1 of 2022. Zoetis management has said that the product will be a blockbuster by the end of 2022 bringing in $100 million from the EU alone. (Blockbuster product in animal health is products with
#Syngene FY 2022 Annual Report Takeaways 💊💊
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1. They were able to add 100+ new clients during the year while increasing repeat business from existing clients
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1. They were able to add 100+ new clients during the year while increasing repeat business from existing clients
2. SynVent - their integrated drug discovery platform made good progress during the year. It is proving to be a particularly attractive model for emerging biotech companies which choose not to establish their own infrastructure.
3. Capex for the year was ₹621 Cr. 70% of it was spent on Discovery Services and Dedicated Centers, 10% was spent on Development Services and another 10% was spent on Manufacturing Services. The remaining investments were in
𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗮𝗿𝗲 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗲𝗱 𝗯𝘆 𝗳𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗱𝗶𝘃𝗶𝘀𝗶𝗼𝗻𝘀
1⃣ 𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝘆 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀
1⃣ 𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝘆 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀
2⃣ 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗠𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀
#Syngene International Concall Q3 FY22 highlights 💊🧪
@unseenvalue
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1.Operations were mostly unaffected by COVID. They have observed lengthening of supply chains, so they are stocking up on raw materials for Q4.
@unseenvalue
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1.Operations were mostly unaffected by COVID. They have observed lengthening of supply chains, so they are stocking up on raw materials for Q4.
2. Revenue growth was 10% YoY. EBITDA growth was 12% indicating operating leverage. Key growth drivers for revenue during the quarter were discovery services and dedicated centres. Development and manufacturing services delivered more sustained performances.
3.EBITDA margin was 31.7% compared to 30.1% last year - increase of 160bps. EBITDA margins were affected by 2 opposing forces. Increase in RM and power costs put pressure on margins by 180bps, it was offset by 340bps margin improvement due to better cost performance in other
“Last Diwali to this Diwali: Summary of Momentum Investments/ Trades taken (#MostlyMomentum)!!”:
Introduction of my journey so far:
I started my #StockMarket journey Jul- 2016:
•During 2016-17, as a typical new investor, started with TV Tips, and IPOs,
Introduction of my journey so far:
I started my #StockMarket journey Jul- 2016:
•During 2016-17, as a typical new investor, started with TV Tips, and IPOs,
this (IPOs) helped in a way, best #DMART has still been the best of IPOs I applied for, got allotment, and kept for couple of months and captured fastest 282% of my #StockMarket journey.
• During 2017-18, decided not to go after TV Tips,
• During 2017-18, decided not to go after TV Tips,
and started doing something on my own including a little Option “BUYING” 12, lost some funds in Option Buying, but gained a lot of experience regarding not to so something you don’t know. Alongside this, also started exploring cash market strategies of buying what is going up and
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 !
#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 !
#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
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
Syngene is delighted to share that we are part of Fortune India’s Top 100 Wealth Creators list for 2021.
The criteria involved being a listed company with a 5-year CAGR of 7.5% plus in terms of market cap, revenue &profit (2017-21).
#FortuneIndia #Syngene #FortuneList #CDMO
1/5
The criteria involved being a listed company with a 5-year CAGR of 7.5% plus in terms of market cap, revenue &profit (2017-21).
#FortuneIndia #Syngene #FortuneList #CDMO
1/5
Those incurring a net loss in any of the 5 fiscals (2016-20) were filtered out. The final 100 were based on firms having revenues of Rs 300 crores or more in FY20.
2/5
2/5
Key to our success has been our growing clientele who regard us more as a strategic partner with flexibility to work across a spectrum of clients -MNCs to start-ups. We also have a consistent client retention rate of 90%.
#strategicpartnership #clientele #USA #Europe #Japan
3/5
#strategicpartnership #clientele #USA #Europe #Japan
3/5
#Syngene - Thread⚡️
An integrated service provider offering end-to-end drug discovery, development, and manufacturing services on a single platform.
25+ years of unparalleled experience
@unseenvalue @AvadhMaheshwar2 @caniravkaria @Jitendra_stock @saketreddy @itsTarH
An integrated service provider offering end-to-end drug discovery, development, and manufacturing services on a single platform.
25+ years of unparalleled experience
@unseenvalue @AvadhMaheshwar2 @caniravkaria @Jitendra_stock @saketreddy @itsTarH
(2/n)
Syngene, a subsidiary of Biocon Ltd, was established in 1993 as India’s first Contract Research Organization.
CRO is a company that provides support to the pharma industry in the form of research services outsourced on a contract basis. CROs are designed to reduce costs.
Syngene, a subsidiary of Biocon Ltd, was established in 1993 as India’s first Contract Research Organization.
CRO is a company that provides support to the pharma industry in the form of research services outsourced on a contract basis. CROs are designed to reduce costs.
(3/n)
Well-positioned to monetize a larger pie of the huge CRO market given its integrated capabilities, competitive strength, and cost advantage built over 20 years
>Moving from CRO to CRAMS(Contract research and manufacturing services) with commercial manufacturing
Journey👇🏼
Well-positioned to monetize a larger pie of the huge CRO market given its integrated capabilities, competitive strength, and cost advantage built over 20 years
>Moving from CRO to CRAMS(Contract research and manufacturing services) with commercial manufacturing
Journey👇🏼
#Syngene 🧬 Way Forward:
The year ahead offers positive prospects reflecting the strong fundamentals of the global biopharmaceutical industry against a backdrop of potential further disruption due to the second wave of the pandemic.
The year ahead offers positive prospects reflecting the strong fundamentals of the global biopharmaceutical industry against a backdrop of potential further disruption due to the second wave of the pandemic.
1. The extension of our strategic collaboration with Bristol Myers Squibb until 2030 will provide scope for new areas of R&D within that relationship.
2. We have initiated multiple expansion and capability-building initiatives. The phase-III expansion of the Hyderabad laboratory is ongoing and will offer capacity for an additional 300 scientists.
My core portfolio and business tracking thread...
Growth
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Compounder
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Growth
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Compounder
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Financial
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#idfcfirstbank
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FMCG & Consumer/Discretionary
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Pharma
#divis
#syngene
#sequent
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#laurus
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Chemical
#pidilite
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Platform
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Other good businesses
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Other good businesses
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@SyngeneIntl #Syngene #Q3marketupdates
Q3fy21/20 in mn
Rev 5845 /5191
Ebidta 1933 /1735
PAT 1022 /918
9months fy21 /20
Rev 15257/14046
Ebidta 5026/4749
PAT 2443 /2460
Q3fy20 had exceptional gain of 459 mn leading to higher PAT
Good show
High conviction bet
Doubler for me
Q3fy21/20 in mn
Rev 5845 /5191
Ebidta 1933 /1735
PAT 1022 /918
9months fy21 /20
Rev 15257/14046
Ebidta 5026/4749
PAT 2443 /2460
Q3fy20 had exceptional gain of 459 mn leading to higher PAT
Good show
High conviction bet
Doubler for me
#Q3investorpresentations
Collaborated Deerfield discovery & development 3DC to advance integrated drug discovery projects, early target validation to preclinical evaluation
Expanded research facility Genome valley Hyderabad, +90 scientist
Accreditatn NABL fr medical devices
Collaborated Deerfield discovery & development 3DC to advance integrated drug discovery projects, early target validation to preclinical evaluation
Expanded research facility Genome valley Hyderabad, +90 scientist
Accreditatn NABL fr medical devices
Setup new RT-PCR testing facility approved by NABL & ICMR
360clients
20395 mn Rev Fy20
8 Collaborations with top 10 pharma companies
4200 + scientists
3662 mn PAT fy20
400+ patents ( held with clients )
31541 mn capex Mar 20
Integrated services- drug discovery,development,mfg
360clients
20395 mn Rev Fy20
8 Collaborations with top 10 pharma companies
4200 + scientists
3662 mn PAT fy20
400+ patents ( held with clients )
31541 mn capex Mar 20
Integrated services- drug discovery,development,mfg
Below are few gems in #Indianpharma space…I own #Lauruslabs #Suvenpharma and #Suvenlife..
#Suvenpharma – NCE CRAMS – top end segment in CRAMs
#Suvenlife – Pure play CNS R&D – CNS is most difficult but largest market share in pharma
#Lauruslabs – process Innovation
1/3
#Suvenpharma – NCE CRAMS – top end segment in CRAMs
#Suvenlife – Pure play CNS R&D – CNS is most difficult but largest market share in pharma
#Lauruslabs – process Innovation
1/3
#Thread of the top 3 stocks, sector wise
Industrial Conglomerate
#Siemens
#3M
#Godrej
Pharma
#Caplin
#Granules
#Natco
Electronics
#Dixon
#Amber
#Honeywell
(1/n)
.@dmuthuk .@Arunstockguru .@AnyBodyCanFly .@FI_InvestIndia .@Gautam__Baid .@contrarianEPS .@AswathDamodaran
Industrial Conglomerate
#Siemens
#3M
#Godrej
Pharma
#Caplin
#Granules
#Natco
Electronics
#Dixon
#Amber
#Honeywell
(1/n)
.@dmuthuk .@Arunstockguru .@AnyBodyCanFly .@FI_InvestIndia .@Gautam__Baid .@contrarianEPS .@AswathDamodaran
Health care
#Lalpath
#Kovai
#Narayanahru
Auto
#Eicher
#Maruti
#Hero / #Bajaj / #Escorts (#Tractor)
Auto parts
#Minda
#Motherson
#Subros / #Fiem
Communication & networking
#Sterlite
#Dlink
#Tejas
Chemicals (huge options)
#Kanchikarp
#Kilpest
#Bodal
(2/n)
.@ipo_mantra
#Lalpath
#Kovai
#Narayanahru
Auto
#Eicher
#Maruti
#Hero / #Bajaj / #Escorts (#Tractor)
Auto parts
#Minda
#Motherson
#Subros / #Fiem
Communication & networking
#Sterlite
#Dlink
#Tejas
Chemicals (huge options)
#Kanchikarp
#Kilpest
#Bodal
(2/n)
.@ipo_mantra
Biotech
#Syngene
#Eris
#Vivobio
Transport
#IRCTC
#Interglobe
Real estate
#Sunteck
#Nesco
#Oberoi
Logistics
#Allcargo
#TCI
#Mahindralog
Banking & related
#Creditaccess
#Bajajfinance
#Hdfcbank / #Kotak
Food
#ZYDUSWELLNESS
#Avanti
#Hindfoods
(3/n)
.@VJ_Rabindranath
#Syngene
#Eris
#Vivobio
Transport
#IRCTC
#Interglobe
Real estate
#Sunteck
#Nesco
#Oberoi
Logistics
#Allcargo
#TCI
#Mahindralog
Banking & related
#Creditaccess
#Bajajfinance
#Hdfcbank / #Kotak
Food
#ZYDUSWELLNESS
#Avanti
#Hindfoods
(3/n)
.@VJ_Rabindranath
Superb day for Syngene as well. Very high volume breakout, closed up 5.5%
Booked 40% @ 465. Stop trailed for rest @ 420. Generated 3R.
