Discover and read the best of Twitter Threads about #laurusbio

Most recents (8)

Why did #LaurusLabs bought a significant minority stake (26.62%) in a cell and gene therapy startup (ImmunoACT)?

A short thread ๐Ÿงต๐Ÿ‘‡๐Ÿฝโคต๏ธ
The entire motive behind acquisitions can be understood by understanding what #LaurusLabs is trying to do with its Biologics vertical.

A snippet of this can be found in interviews of Dr.Chava at the time of acquisition of Richore.
Biologics is a high gestation and high investment area within the Pharma industry

Typical development times range in many years and take about 5+ years on average to really scale up and transition to commercial production

This also translate into high barriers of entry
Read 18 tweets
As mentioned multiple times.
Raw material cost is on hike globally.
This is affecting not only #lauruslabs but also almost all COMPANIES in pharma n chemical sectors starting from #asianpsints to #deepaknitrite .
This will take more quarter to recover.
Another thing I feel (1/n)
Worth mentioning.
In AIDS,we have changed the modalities and drugs very recently to another genre.
Problem is that old medicines R soon going into oblivion which were made by #LaurusLab .
Painful.
But while considering D new drugs for HIV AIDS, #lauruslabs will get (2/n)
First preference as it's the lowest cost producer in whole world.
Yes, #lauruslabs as a business is very strong.
Negatives R always here and there like low promoter holding of #LaurusLab along with it's a price taker as solely dependent on tenders by government as this (3/n)
Read 5 tweets
A Thread on #Laurus Labs as Promised
#Technicals - To time the entry and Price
Laurus Labs Currently near Support zones .
620 in my view is a strong support
Showing Buying Volumes since yesterday ! Image
#Fundamentals

Laurus labs is into API , Formulations , Bio Synthesis and CDMO Bussiness

API Bussiness leader #Divis Labs - Only API . No formulations - PE Rating 66
Lowest Cost producer

#Laurus Labs - Into API and formulations . One among the lowest cost producer
Current PE - 33 Price 662 .

#Syngene - CRAMS and CDMO - Means mostly does work for other Multinational Companies . PE Rating 62

#Sun Pharma - Formulation Major - PE 33

Now looking at the others and #Laurus Labs there are some outstanding Numbers to see
Read 11 tweets
Having your own conviction in #investing is important.

Would like to share views of an #opportunistic #investor ,that me.

I bought #divislab when I found a small fish in a big pond: added more #DIVIS after now when they transferred themselves as a big fish in a big ocean (1/n)
Bought #lauruslab when I found #laurusbio a small fish in a big ocean.

Bought #deepaknitrite when #china announced #bluesky policy .

Added more #deepakntr when covid19 #disrupted China dependence and formulation of china+1 policy.

Added more #deepaknitrate when they (2/n)
Transferred themselves into a big ocean proving to be big fish recently.

Bought #saregama when there was a #turnaround story.

Bought #tatamotors when their management changed.

Bought #jubiliantingrevia when #demerger took place.

Added #tatapower when they are transferring (3/
Read 5 tweets
For your information, Mr. Uday Kotak is the promoter,MD OF #KOTAKBANK
#KotakMahindra (2/n)
SRI Ratan naval Tata is the head of #TataGroup .
(3/n)
Read 5 tweets
What are food grade recombinant proteins and what makes #LaurusBio exciting? ๐Ÿ‘‡๐Ÿผ

Making Maruti 800s for an industry where only Ferraris are available ๐Ÿš™ Image
Cultured Meat and Maruti vs Ferrari problem explained in this video.

Pic from my note posted many days ago on ValuePickr.
Read 3 tweets
#LaurusLab #lauruslabs posting QOQ BAD RESULT.
Revenue, EBITDA, net profit,EPS all down.
Their comparative poor RESULT QOQ is due to degrowth in API sector.
But this is developmental stage of #LaurusLab .
1. More than 90% products R coming for commercialization,only 4 commercialized so far.
2. Their main moto of laurus bio been just launched in May 21(2/n)
It should be gunning of Full when #laurusbio will be functioning full cylinder.
3. Debottling 2nd project for capacity expansion will be functional in future resulting in possible good growth in future.
#LaurusLab
#lauruslabs .
Market will react negatively though.(3/n)
Read 6 tweets

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