Discover and read the best of Twitter Threads about #glandpharma

Most recents (9)

“Good corporate governance is about 'intellectual honesty, not just sticking to rules & regulations, capital flowed towards co that practice good governance'

Mega thread 🧵 of Corporate Governance issues, frauds exposed by us

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Read 20 tweets
Weekend Read Investing Resources Vol 18

Stock from Sunrise Industry
Gland Pharma Lies, Disguise & Insider Sell
Microcap Investing Lessons
Valuation Lessons
Sensex to hit 1L, When?
Branded Spices Report
Crypto Explained

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Betting on Future Growth & Expansion: Narayana Hrudayalaya

Hospital Sector Analysis & Narayana Hrudayalaya Business Analysis

Business Overview
Financial Performance
Expansion & Future Plans
Peer Comparison

#Healthcare #Narayanahrudalaya
Read 13 tweets
The Grand Lies of Gland Pharma : The Story of Two Shortages & How company disguised investors by showcasing company's dwindling situation in another manner

⚠️Redflag & Corporate Governance Issue⚠️

A thread 🧵

#glandpharma Image
Gland Pharma is a pharma company majnly into business of injectables. The company during IPO laid out a ambitious vision of becoming largest and fastest growing injectable-focused companies.
Cutback to Nov-21, world including India facing shortage of syringes (key raw material of Gland Pharma) mainly due to vaccination drive and some supply chain issues.

India started facing syringe shortage even before in Oct-21.
WHO also warned about global shortage in Nov-21. Image
Read 22 tweets
Annual Report No : 1
Highlights of #GlandPharma Annual Report FY 21

Pure play injectables player 💊💊

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Topics covered:
1.Overview of the company
2. Business segment
3. Management
4.Geographic segment
5.Therapeutic segment and Products.
6. New products
7.Fosun pharma
8.Manufacturing facilities
9. Sputnik V
10. New ventures
11. R&D
12. M&A
1. Overview of the company
Gland Pharma is a generic injectables focused company. It was established in 1978. Gland pharma is
involved in a variety of therapeutic segments such as anti-infectives, antineoplastics, ophthalmology.
Read 38 tweets
#GlandPharma Q3 FY22 concall highlights:

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1. Revenue - ₹1063 Cr (24% growth YoY).
2. EBITDA - ₹394 Cr (32% growth YoY). EBITDA margin stood at 36%
3. PAT - ₹273 Cr (34% growth YoY)
4. Almost 17-18% growth has come from increase in volumes and new launches have given 6% growth. So major growth has come from volumes and new launches so price changes do not affect them as much.
5. Completed ANDA filings for 4 complex injectables, 3 are hormonal products and 1 is a complex peptide. The addressable market is a total of $1 Billion for these 4 products.
Read 19 tweets
A thread on #glandpharma

Incorporated in 1978, Gland Pharma is an injectables-focused B2B player with capabilities for both API & formulations that derives 2/3rd of its revenue from the US, Row (16%) & India (9%).
Injectables account for 98% of its revenue while Ophthalmic fetches 2%. It is one of the fastest growing generic injectables-focused companies.
It offers services that cover entire injectables value-chain, including contract development, own development, dossier preparation & filing, technology transfer and manufacturing across a range of delivery systems.
Read 28 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
#GLANDPHARMA Thread covering some fundamentals of its business (Not in any sequence).........
It has no listed peer because:
1. It has a B2B led business (95% of topline)
2. They produce complex injectables
Manufacturing facilities are approved by following:
FDA –USA•Health –Canada•UK –MHRA •WHO –Geneva• TGA –Australia•BGV –Hamburg (Germany)•MCC –South Africa•SUKL –Czech Republic•ANVISA –Brazil•INVIMA –Colombia•NAFDAC –Nigeria•NDA –Uganda•PPB –Kenya • FMHCA –Ethiopia
Total 51 API approved for sale in USA. Not even one more than this list.
Read 10 tweets

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