Discover and read the best of Twitter Threads about #biocon

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The degree of competition in any sector is largely determined by “Threat-of-Entry”

Greater the threat, the worst it is for incumbents in that sector!!

An attractive space for Investors (and Management) is one where new competition is forced to overcome Durable Barricades!!
There are few clear-cut pointers to figure out such hurdles 👇

- Scale & Experience ?

- Regulatory / Legislative barriers ?

- Exclusive access to a resource or distribution channel ?

- Nature or extent of EXPECTED retaliation from incumbents ?

- Brand / Patented Technology ?
Incumbents may have access to some proprietary technology that gives them a clear cost or quality advantage not available to new entrants (or where new entrants would have to 💰💰💰in R&D)

Popular brands that have been around for decades!! – Dettol, Johnnie Walker, Fevicol etc
Read 5 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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