Discover and read the best of Twitter Threads about #neuland

Most recents (2)

I have a 'wall-of-shame' built in an agonising manner over 25Y.

Those who know me personally or been with me here, have seen the tweets tagged as #uv_lessons which are basically my own bruises and cuts.

'Why I Failed' thread on this experience should help us all (me included).
#IPO craze of mid-90s made me experience the 80:20 rule

> 80% IPOs were 'lipstick on the pig' (bad businesses, numbers were window dressed)🚨
< 20% IPOs were good businesses at a fair price (#HDFCBank)

Sold good ones to "book profit", but kept hugging the junk ones #uv_lessons
Been tracking this biz for long, and fully exited in 2017 (purely valuation call in a volatile space); re-entered last year after 66% drop, as risk/reward was favourable; stock slipped another 15% and I added some more! (my thesis: same biz getting cheaper and I had cash).

Read 8 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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