Thread by @proxy_investor

Laurus Labs
- ARV story, second line ARV APIs ?
- Removal of raw material dependency will come in Q3/Q4
- No new capex to utilize 800cr existing unutilized capex
- New business lines - FDF, Synthesis, Nutrachem

Are all these already priced in ?
I added a few

#LaurusLabs

Laurus Labs -
Amansa Holdings (Akash Prakash the man behind many multibaggers and one specific multibeggar Shankara Building) has added ~23L shares at Rs350 for a total of 78cr

Laurus Labs - Approvals for Hydroxychloroquine Tablets 200 mg and tentative approval for an ANDA for ADL (Abacavir, Dolutegravir, and Lamivudine) Tablets 600 mg/50 mg/300 mg from USFDA.

Again Amansa holdings bought 33L shares at 351 .. increasing their holding to little above 5% in Laurus Labs

Adding important announcements from Laurus Labs in this thread to track

On the related topic Cipla had a 3 year tendor with the Global Fund for $188m

Anyone knows what is the number to put to for this strategic arrangement with @LaurusLabs and the @GlobalFund

Laurus Labs' exclusive distribution partner Rising Pharmaceuticals, launches
Pregabalin Capsules in US market

Laurus Labs receives EIR from USFDA for its FDF & API Integrated Facility,
Unit 2, Visakhapatnam