Discover and read the best of Twitter Threads about #cdmo

Most recents (16)

#PIIndustries is an established player in the Innovative Agro #CDMO space in India. They were planning to enter the Pharma CDMO space and have recently done some acquisitions as part of this plan through PI Health Sciences which is its wholly owned subsidiary for the Pharma space Image
1. Acquisition 1:
-The company has acquired 100% stake in Therachem Research Medilab India Pvt Ltd and Solis Pharmachem which are the Indian subsidiaries of the American entity Therachem Research Medilab LLC.
-These acquisitions have been done at a consideration value of $42 million and $3 million respectively. The company has also acquired some of the assets of TRM US for a consideration of $5 million through its subsidiary PIHS LLC.
Read 14 tweets
#CRO vs #CDMO - Which business model is better? 🧬

Like & Retweet for max reach !

While both CROs and CDMOs work on novel drugs and help innovators reduce costs and time to market, there are some key differences between their business models.
1.Type of services provided
Contract Research Organizations (CRO) provide research services and clinical development support to innovative pharma companies to innovative pharma companies in the preclinical and clinical development stages of the drug development process.
They are usually not involved in the commercial manufacturing of the drug.

Contract Development and Manufacturing Organizations (CDMO) provide drug development, scale up and commercial manufacturing services to innovators.
Read 16 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

Extracts from the investor presentation by the company for March 2021

#Nifty #sensex #stocks #pharma #cdmo #API #specialitychemicals
Extracts from the investor presentation by the company for March 2021

Extracts from the investor presentation by the company for March 2021

Read 10 tweets
No's in line
Rev 1411.9 vs 839.1 cr yoy
EBIDTA 450.3 vs 191.8 Cr
EBITDA Margin 31.9% vs 22.9% yoy
PAT 296.9 vs 110.2 Cr yoy EPS 5.53 vs 2.06

Fy21 /20
Rev 4837 vs 2837
PAT 317 vs 38
EPS 18.36 vs 4.79
Investor presentation Q4fy21

Generic API division robust growth 61% YoY
Anti Viral growth of 70% YoY
Generic FDF Rev up 102% YoY
Growth led by higher LMIC mkt vols & increased
vols from US & EU
Custom Synthesis division recorded a strong growth of 35% YoY
Generic API Division
Strong demand 1st line ARV API
Robust order book ,adding more capacity to meet demand
Other APIs (CVS , DM) good growth
Discussion with Generic Partners for CM opportunity
Dedicated block for Non-ARV APIs, expansion of
High Potent capacity at Unit 4
Read 9 tweets
#sequentScientific #Q3marketupdates #Q3investorpresentations

Strong 🏋️‍♀️
Q3fy21/20 in cr
Rev 361/317
PAT 37.2/20
EPS 1.52/0.83

9mnth fy21/20
Rev 1014/878
PAT 87.8 /53.1
EPS 3.24/2.18

API Business up 17.2%
Formulations 15.0%

Alivira award best Company in AH India/ME/Africa
EU subdued due operational challenges of Covid
Spain & Germany impacted while Benelux & Sweden reported strong growth
Growth to accelerate with recent launches of CitramoxLA & Halofusol. Tulathromycin launch to reflect from the current quarter
Brazil & Turkey grow strongly driven by mkt share gain existing portfolio & new launches
India business doubled last 9 months
Integration Zoetis portfolio completed

API Business
Highest quarterly sales 1,297Mn, growth 20%
1/3rd sales from global Top-10 AH players in 9M
Read 8 tweets
@LaurusLabs #lauruslabs #Q3marketupdates #Q3investorpresentations
Q3fy21/20 in crs
Rev 1288/730 ,up 76%
Ebidta 433/150
PAT 273/73 ,up 274%
EPS 5.1/1.4

Generic API growth 103% yoy
ARVs up 175% yoy
Generic FDF up 47%
Custom synthesis up 63% yoy
Onco API growth 36% Image
Generic APIs
Commercialized 60+ products
61 DMFs filed

Generic FDF
Filed 26 ANDAs with USFDA
9 final & 8 tentative approvals
Filed 12 dossiers in Canada, 9 in EU ,8 with WHO,2 in S.Africa, 2 in India
Laurus Synthesis
CDMO services for Global pharma
Steroids,hormone mftg
Speciality ingredients in Nutraceuticals,dietary,cosmetics

Commercial scale mfg,clinical phase supplies,Analytics & research

API validation plannd in Unit 5
Optalmic initiated
LSPL-API validatn planned Image
Read 13 tweets
#Q3marketupdates #Q3investorpresentations
Good show inr in mn
Rev 8945 /6712
PAT 2041 /1540
EPS 12.83 /9.95

9 months fy21 /20
Rev 26626 /20909
PAT 7365 /5780
EPS 47.12 / 37.31

Mkt wise
US 6021 /4853
India 1495 /1193
ROW 1078/413
R&D expenses INR Mn
Q3 fy21 434
Q3fy20 312
9M Fy21 916
9m Fy20 749

Net worth INR Mn
Mar 20 36462
Dec 20 56221

Net cash INR Mn
Mar 20 13202
Dec 20 28128

Capital expenditure
9M Fy20 1342
9M Fy21 1826

9M Fy20 4244
9M fy21 4056
New launches
9months fy21 - 31 product SKUs (4 mols)
US mkt - Dec 20 ,with partners filed 282 ANDAs, 226 approved, 56 pending

Core mkts (US,EU,Canada,Australia)
9M fy21 17415 mn
Growth 20%
Q3 fy21 6021 mn
Growth 24%

Domestic MKT
9M fy2110 product SKUs
Started Remdesivir mftg
Read 10 tweets
Injectable focused B2B company
Mkt includes US,Europe,India,Australia
Niche area - sterile injectables,Oncology,Opthalmic solns
Focus -complex injectables,first to file,NCE-1, 505(b)(2) filings
Chinese promoter Shanghai Fosun Pharma is a global pharma major
Fosun acquired controlling stake in gland 74% in 2017 for $1.09 bn
Gland has 267 ANDA filings in the US Mkt, 215 approved
267 filings - 191 sterile injectables, 50 oncology ,26 ophthalmic
Out of 267,101 ANDA are owned by Gland of which 71 approved
Good regulatory compliance
No #USFDA warning letter till date
7 mftng facilities - 4 finished Formulations, 3 API
API facilities 100% captive consumption
63% of Fy20 revenue of 2633 cr were from US mkt
Focus on injs with high entry barrier, limited competition, strict regulatory reqs

#API #cdmo
Read 12 tweets
Q2fy21 Revenue up 4.8% yoy to 2347.9 crs led by traction in CMO/Generics in Pharma & Life sciences in LSI segment
- Radiopharma business impacted by Covid & launch of macroaggregated Albumin (MAA) by competitor Curium(jubilant was sole player)
#pharma #Nifty
MAA business witnessed price & mkt share erosion
-DTPA business impacted by decrease in ventilation scan due to covid
-Generic business growth led by traction existing products,launch of Remdesivir
-JLS to launch Remdesivir in 70 countries, exported API to US & injs in India
Radiopharma 90% & allergy business 100% precovid levels
-Partnership with SOFIE Biosciences in molecular theranostics
- JLS to double DDDS capacity by Fy22
- LSI business speciality declined 2% & nutritional grew 11% led by VIT D exports to EU while ethyl acetate muted growth
Read 4 tweets
After months of use ,billions of $ for pharma companies
Oxygen,steroids,and heparin,glucose control,early diagnosis & treatment mainstay
WHO suspends Remdesivir from list of medicines…
Download the TOI app now:…
@USFDA & @WHO appear to take different paths
Barcitinab approved for use with #remdesivir for #COVID19 infection
#cdmo #pharma #Nifty #sensex #stocks…
Mild to mod cases with early treatment
Early diagnosis & treatment holds the key

City docs find proof Favipiravir works for the moderately ill
Download the TOI app now:…
Read 4 tweets
@SyngeneIntl conference call transcript Q2FY21

Revenue from operations up 12%, 519 cr ,Ebidta 169 cr, PAT 84 cr
#COVID19 impacting operations of the company & its clients
Set up the busiest PCR testing center in Bangalore
Overall growth driven by discovery science,R & D center
Significant success for 2 clients
1)Albireo pharma - compound Odevixibat met primary endpoint in phase 3 for children suffering genetic liver disease
Syngene worked on registration batches to phase 3,helping in
regulatory filings

#pharma #Nifty
2) C4 therapeutics - biopharmaceutical company, novel therapy for cancer & neurodegenerative disease through Targeted protein degradation, recognized leader ,syngene conducted discovery research projects for C4 over last 3 years
#sensex #cdmo
Read 11 tweets
#Navinfluorine investor presentation Q2fy21

Revenue 512 cr
High value business
H1FY20/H1FY21 - 253/332 ,increase 32%
Ebidta - 146 cr
Operating PBT - 125cr

H1FY21 revenue contribution from high value business - 65%

#Nifty #sensex #StockMarket #stocks
Revenue 308 cr
High value business Q2Fy20/Q2Fy21- 141/201 ,increase 42%
Ebidta 93cr
PBT 83cr


Legacy business 253/180 ,decrease 29%

High value business
253/332 ,increase 32%

Total revenue 506/512 ,increase 1%

Operating Ebidta 128/146

Speciality chemicals well balanced growth driven by life sciences & crop science segments

CRAMS Strong customer traction augurs well


Speciality business
180/199 ,increase 11%
CRAMS 72/133, increase 84%
High value business units 253/332,increase 32%
#crams #cdmo
Read 6 tweets
Piramal Q2 results update
28% increase in equity
39% reduction in debt D/E 0.96
12% YoY increase net profit 1124cr
No.of exposure >15% net worth of financial services - 1
Pharma arm valued EV of $ 2.7-3.1bn
CDMO revenue growth YoY 20%
@PiramalGroup #pharma #Nifty #sensex
India consumer product YoY growth +25%
Ebidta margin Q2fy21 23%
Net debt :
Mar'19 - 55,122cr
Oct'20 - 33457 cr
D/E - 2 to 0.96
Segment wise equity allocation
Financial 48%
Pharma 22%
Unallocated 23%

Equity of 25,000 cr for financial services to acquire oppurtunities
Consolidation in real estate picking pace - industry wise decline in number of developers since 2012 - 53%

Wholesale loanbook
Mar 19 - 51436cr
Sep 20 - 45840cr

Top 10 exposure
Mar 19 - 18404cr
Sep 20 - 14717cr,down by 20%
No.of account with> 15% net worth decreased frm 3 to 1
Read 6 tweets
Extracts from Syngene Annual Report
CRO,CMO Business

Global CRO Market to grow at CAGR of 7.6% 2019 to 2025 to reach $61 billion

Pharma & biopharmaceutical companies - primary users of CRO services
Offlate medical device companies, consumer products,cosmetics, specialty & agrochemicals are also employing the services of CROs

CROs are alts to inhouse R&D, help pharma & biopharma to cut R&D costs manage regulatory requirements, increase speed to market of life saving drugs
CRO market
A)Drug discovery - market expected to grow from $3.9bn in 2017 to $6.8bn in 2025 ,CAGR of 7.37%

B)Pre clinical - market expected to grow from $3.5bn in 2017 to $ 6.6bn in 2025 ,CAGR of 8.31%

C) Clinical - market to grow from $25.5bn in 2017 to $41.2bn in 2025
Read 9 tweets

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