Thread by @SnapLaugh

Piramal pharma solutions

1)CDMO business division,operations in USA,Europe,Asia
Range of services from drug discovery & development to commercialization
Pool of 450 scientists,155 phd holders
Awards - industry partner of the year 2018 ,best customer service exp pharma 2016

2) Piramal critical care
3rd largest producer of inhalational anaesthetics,global player in hospital generics
Inhalational anaesthesia- sevoflurane ,isoflurane,halothane
Intrathecal Baclofen therapy for spasticity manag
Market leader for Intrathecal baclofen
@PiramalPharma

3) Consumer products
Caters to Indian self care segment
1 of the fastest growing division
Foray into OTC after acquiring saridon from Roche
Ranked 5th in OTC segment
Diverse range products - skin care,vits, nutrition,antacids,analgesia,GI tract ,baby care

@swatipiramal

3) Phytomedicines
Develop healthcare solutions from natural sources,leverage Indias knowledge of Ayurveda
32 products including cold & cough,woman care,lifestyle,sleep disorders,piles,skin care,immunity enhancers
Tinefcon - Indias 1st oral treatment of psoriasis
@punitbansal14

Pioneers in antibody drug conjugation(ADC)
50% global ADC pipeline goes thru PEL
World ADC 2014 award
Integrated offering - preclinical develp of conjugated ADC 2 sterile fill/finish
98%GMP batch success rate
Global supplier for 1 of the only 2 marked ADCs for last 4 yrs
@porinju

Unparalleled manufacturing experience- 600 batches(300 GMP) for 130 different ADC candidates
40 different toxin/toxin linker systems

Piramal announced acquisition of solid oral dosage drug facility in Pennsylvania in June 2020 thus adding it to its capabilities in North America

3rd largest inhalational anaesthesia player globally
Manage 2 facilities, Bethlem in USA & Digwal in India

Phytomedicines - herbal and ayurveda products include Soyaklin ,Prementrid,Khasceeze,Flaxilip,Sugarcare,etc
@unseenvalue @Arunstockguru @PiramalGroup @Arunstockguru

OTC portfolio
1993 - acquired Saridon from ROCHE
2008 - Moisturizing version of lactocalamine
2009- Itchmosol antibact&antifungal cream
2010- acq ipill from Cipla,leader in category
2013 - Jungle magic mosquito repellent,Indias 1st mosq repellent band
@Cipla_Global @Roche

2014 - mouth ulcer gel,Quik Kool, 2nd in category
2015 - Naturolax,lactobacil plus,farizym forte
2016 - acquired 4 OTC brands from Pfizer

Breakdown of pharma revenue
CDMO - 58%
Complex generics - 34%
Consumer products OTC - 8%
@pfizer
@NSEIndia

Pharma revenue - 5419 cr in FY20 ,CAGR of 15% over 9 years
EBIDTA crosses 1400 cr
13 sites,9 US FDA approved
Pharma revenues FY15 - 3008 ,FY20 - 5419 cr
CDMO - revenue grew 13% to INR 3154cr
Complex generics- revenue grew 11% to 1853 cr
Otc - revenue grew 25% to 418cr in fy20

Pharma CDMO - highly potent APIs,ADC conjugates, injectables, hormonal products
Complex generics - injectable & inhalational anaesthetics,pain management, anti infective
Expanded addressable market from $1bn inhalational anaesthesia to $58bn generic hospital products

JV with Allergan - PEL has 49% stake
Market leader in ophthalmic category in Indian formulations market
Revenue 393cr, net profit- 104 crores in FY20

Pharma CDMO
Capabilities from CRO ,to development (CDMO & Commercialization )
@allerganeye

Piramal sold its generics business to Abott for $3.7bn in 2010
The non compete agreement ended in 2018
PEL is now looking to aggressively expand its CDMO,OTC and complex generics business
Real value unlock will happen the day they demerge pharma & finance
@PiramalPharma

Much more to Piramal than its finance arm
It has a great, expanding pharma business which has passed multiple USFDA audits
Business across ISA,Europe & Asia
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@threadreaderapp