Discover and read the best of Twitter Threads about #USFDA

Most recents (3)

The long #thread on How #China became global #antiobiotic supplier and it's effect on US. #penicillin #vitamins #generics #USFDA #chloramphenicol #WhiteHouse (1/22)
During the Civil War, #MaoZedong had seen his troops fell in large numbers by diseases like dysentery, which was fatal when penicillin was unavailable.

history.state.gov/milestones/194…

2/22.
North #China became the centerpiece of Chinese government’s larger, state-directed plan for self reliance on Chinese #antibiotics.

3/22.
Read 25 tweets
I have been receiving requests to write about When to sell a stock/ investment ? #Whentosell

I’m writing this thread based on when I sell and logic behind the selling an investment

1. I sell when my investment thesis is wrong or the investment is playing out for wrong reasons
I invested in a few pharma companies with a hypothesis that #USFDA issues,pricing issues will be sorted and growth return to normal, but currently pharma has given me > 100 % returns for wrong reasons which I did not hypothesise #Covid19
2. I sell when my research or my analysis is wrong

In 2016 I invested in #Tarajewels based on #Graham net net, I was on a 30% profit, when i reanalyzed I found I missed to take into account #contingentliabilities and sold the position.
Read 13 tweets
📕 A Quick Story:
Ipca Labs and the rise of its stock price by +40% in the last 2 months.

🔸 For the last 5 years, US FDA had imposed a complete ban on import of any drugs from #IpcaLabs

🔸 The reason cited by #USFDA was manufacturing lapses at Ipca's factories

(1/5)
🔸 As the coronavirus pandemic broke across the world, a drug called #Hydrochloroquine (HCQ) was found to be effective against the virus.

🔸 India's pharma companies have always been producers of cheap generic drugs.

(2/5)
🔸 As the HCQ news was announced, India imposed a complete ban on export of HCQ drugs.

🔸 As many as 30 countries, including the US approached India to get a supply of #HCQ tablets.

🔸 US went as far as threatening with a "retaliation" if India does not supply them HCQ.

(3/5)
Read 5 tweets

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