Discover and read the best of Twitter Threads about #Syngene

Most recents (4)

#Syngene order got executed at 9:15 🇮🇳

Conviction | CDMO has a very long runway and Syngene is the only such player from 🇮🇳
Looking at the Twitter and Watsapp " claims " - everyone bought everything at the lower circuit! I wasn't so lucky :)

Remember - over the 10-20Y period it's the brilliance of the business and management that compounds capital and NOT the market timing. Give time to them.......
“Waiting for the bottom is folly. What, then, should be the investor’s criteria? The answer’s simple: if something’s cheap – based on the relationship between price and intrinsic value – you should buy, and if it cheapens further, you should buy more.” - Howard Marks
Read 4 tweets
Pharma sector will get disrupted in the next 3-5 years❗️

Investors having material exposure must evaluate each story on the basis of 3 key parameters - IP Strategy, Physical & Social Technologies.

Above 3 will define the “future fitness” of the company you have exposure to❗️
Social Technologies in the context of Pharma are the capabilities around regulatory / legal systems; healthcare delivery systems in an environment friendly and economical / affordable manner so that the health benefits are realised by 99% of ‘not so rich’ global population!
Physical Technologies and IP are blended together to leverage not just the Green Chemistry, the Nanotechnology and Biotechnology but also the data / information integrity, secure documentation / regulatory filings and sustainable manufacturing technology!!
Read 13 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
Heads or Tails ! 💰💰
Scenario#1 or Scenario#2 ! 💰💰
#crams #cro #cdmo

Across Animal, Agro / Crop and Human Pharma, Biotech
#CRAMS is like an ‘auto ancillary’ partnering with OEMs (life sciences innovators) and helping customer’s science and intellectual property via their cross-customer learnings and scale.

Extending this thread to spell out few key differentiators for high quality #CDMO #CMO #CSM
1.Partnership mindset – best lab-to-market innovations are those that are developed via global partnerships where innovator and supplier teams collaborate. Innovator gets the necessary knowledge and commercial-scale production from #CDMO #CSM #CMO #CRAMS #CRO
Read 11 tweets

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