Discover and read the best of Twitter Threads about #Syngene

Most recents (15)

“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
On the occasion of Teachers Day

Sharing 6 stocks which can be held for next 10y

#BorosilRenewables Solar theme

#Gujaratflurochem EV theme

#IONexchange Water theme

#Idea Telecom theme

#Syngene CMDO theme

#HDFCLIFE Insurance theme
Special mention to all my Teachers/ Friends who have directly or indirecrly made an impact

@theRealKiyosaki -Rich Dad and Poor Dad changed my life

Forever grateful💞

@TraderHarneet - Learned more about following discipline

@anand_luhar- My love for Inside bar breakouts💞
@AmitabhJha3 - Unseen names are everywhere , bas volumes chahiye

@sahil_vi -Deep study and how to study stocks

@AnyBodyCanFly -Anyone can make it here

@nakulvibhor -Never give up , Trust in you and you only ( Your system is like your bible)

@unseenvalue -My pharma Hard disk
Read 6 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
Companies that make critical products for their clients (intermediates, sp chemicals) where an inferior product would make significant damage & the cost of which is a small part of customer’s operations, enjoy bargaining power.
But, here it is very important that they sell to many small customers rather than a few large ones. Specialisation in niche markets yields great margins unless there is technological obsolescence.
No big listed co would run the risk of taking small reductions in price of inputs. Especially when stakeholders would easily question the miniature quantum of savings. MNC tyre companies, biologics, pharma, crop protection, and sp chemicals are examples..
Read 9 tweets

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