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…… Image
#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,……
#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……
Read 4 tweets
Detailed Analysis on the business of #Syngene International - India’s largest listed #CRO

CMP - ₹590

Like and retweet for maximum reach!! Image
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
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 Image
Read 37 tweets
If you are planning to invest in #Pharmasector or #chemicalsector, Watch the following videos for detailed understanding !

Like & retweet for maximum reach !

1 #Divislabs

Read 21 tweets
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 Image
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.
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
Read 15 tweets
#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
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
Read 14 tweets
#Syngene FY22 Annual Report is out.

Here are some key takeaways from it👇

𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗮𝗿𝗲 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗲𝗱 𝗯𝘆 𝗳𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗱𝗶𝘃𝗶𝘀𝗶𝗼𝗻𝘀

1⃣ 𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝘆 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀
2⃣ 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗠𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀
Read 12 tweets
#Syngene International Concall Q3 FY22 highlights 💊🧪

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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
Read 10 tweets
“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,
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,
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
Read 25 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

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
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
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.
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
Read 5 tweets
#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
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.
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

Read 19 tweets
#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. Image
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.
Read 7 tweets
@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

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

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
Read 10 tweets
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

#Biocon – Biosimilars – largest portfolio of biosimilars among Indian peers
#Syngene – Biologics CRAMs
#Divis – Execution capabilities
#Gland – Regulatory capabilities
#Natco – Para iV opportunities
#Sequent – Animal APIs

#Cipla – Strong respiratory franchise – should play out in next two years
#DRL – complex generics – should play out in next 2 years

Read 3 tweets
Had started this year annual report notes sharing with lot of pharma companies n someone asked why. In hindsight, you know :). In case one missed, my notes for #laurus #neuland #alembic #ajanta #syngene all in one place
Read 5 tweets
New Position: #SYNGENE
Long @ 390

WIB+3 Week Consolidation Breakout

Risk 0.6% on portfolio. Image
Superb day for Syngene as well. Very high volume breakout, closed up 5.5%
Booked 40% @ 465. Stop trailed for rest @ 420. Generated 3R. Image
Read 4 tweets

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