Dr Prashant Mishra Profile picture
Jun 29, 2020 23 tweets 3 min read Read on X
I like Jubilant life Sciences but I like it because of its Radiopharmaceuticals segment,I am just summarising what is it’s Radiopharma business( trying to keep it simple although topic is complicated)
Radiopharmaceuticals are pharmaceutical formulations that contain radioisotopes that are bound with the biological molecules that are targeted for the specific organs.
The molecules resulting from these formulations are used in
(a) Therapy ( Treatment)
(b) Diagnosis
These products are distributed through the radio pharmacies ( which is another jubilant business segment) that specifically dispense radioactive pharmaceutical products.( for normal medicine pharmacy and for Radiopharmaceuticals drugs Radiopharmacy)
Global Radiopharmaceuticals Market is expected to register a CAGR of 8.10% to reach USD 15,060.87 Million by 2025. The diagnostics segment is likely to hold a maximum market share of around 80% and rest is therapeutic.
The Global Radiopharmaceuticals Market, based on region, has been divided into the Americas, Europe, Asia-Pacific, and the Middle East & Africa.
The global radiopharmaceuticals market in the Americas is segmented into North America and Latin America. In this region, North America is expected to dominate the market.
Americas is expected to command the largest market share owing to the presence of a vast patient population suffering from chronic diseases like cancer, coronary disorders, and strokes, changing lifestyles and with increase in old age population
oncology is the segment which will witness a considerably high growth rate over others in the coming years. Advancements in oncology such as imaging and improved diagnosis methods will create several growth opportunities.
The increasing application of therapeutic ( treatment)radiopharmaceuticals in the treatment of cancers is also anticipated to drive the segment growth.
Global players in this business Lantheus Medical Imaging,
Cardinal Health
Norgine B.V.
Curium
Advanced Accelerator Applications (Novartis AG)
Bracco Diagnostic Inc.
Jubilant Life Sciences Limited
GE Healthcare (General Electric Company)
Bayer AG
Eli Lilly and Company
Jubilant continues to increase the range of product offerings in North America, while expanding into the Latin America, European and Asian markets through collaboration, contractual arrangements with partners and new distribution channels to drive growth
Different Products offering by Jubilant
Brain Imaging
• DTPA and Gluceptate Thyroid Therapy
• I-131 Iodine and HICON
Cardiac PET Imaging
• RUBY-FILL
Cardiac SPECT Imaging
• Sestamibi
Kidney Imaging
• DTPA and Gluceptate Functional Lung Imaging
• MAA and DTPA
Bone Imaging
• MDP
Leukocyte Labeling
• Exametazime
How it works small amounts are given to the patient. The radiopharmaceutical then passes through, or is taken up by, an organ of the body (which organ depends on what radiopharmaceutical is used and how it has been given).
Then the radioactivity is detected, and pictures are produced, by special imaging equipment. These pictures allow the nuclear medicine doctor to study how the organ is working and to detect cancer or tumors that may be present in the organ.
Some radiopharmaceuticals are used in larger amounts to treat certain kinds of cancer and other diseases. In those cases, the radioactive agent is taken up in the cancerous area and destroys the affected tissue.
How this therapy is excellent for example Drax Exametazime, which is currently approved in the United States, is a radiopharmaceutical used in nuclear medicine to help doctors locate infection in a patient when a source of the infection cannot be accurately identified
After giving injection of Drax Exametazine it’s radioactivity is detected in abdomen and doctor according to its radioactivity can detect in which organ infection is present.
With growing old population,growing incidence of cancer , heart and lung disease , growing range of Radiopharma and new uses along with growing Geography of Jubilant life Sciences will definitely help it’s Radiopharma business to grow in coming years .
For growth Jubilant is targeting new launch and FY21 they are planning to launch Ruby- Fill ( imagine for heart ) in Europe
Right now Jubilant is having 13 Radiopharma products in market and 8 products under development which will be launched in next 2-3 yrs .
navidea.com/news-media/pre…( this is for diagnostic help in Rheumatoid arthritis) read it for detail , another good product.

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More from @drprashantmish6

Sep 5, 2023
Study this company -
Valiant Communications Ltd( Some Good Points from recent business updates)Although i consider Valiant name as a high risk investment idea because of my old experience with valiant organics , some similarities between valiant organics and valiant communications are
low promotors holding
Recently promotor sold some shares.
( Disclosure - Its not my original idea )
✍️Valiant has become the 1st Indian company whose make “Phasor Measurement Unit (PMU)” has been re-type test approved with latest technical specifications by the Council Of Scientific And Industrial Research–National Physical Laboratory (CSIR–NPL) Based on this approval, the Company has applied for Proof of Concept (PoC) to the Power Grid Corporation of India Limited. It is important to mention that PMU is a key component of “One Nation, One Grid, One Frequency” concept and smart-grid projects. PMU plays a key role in Grid Automation, Grid Stabilization and Load Management of the Power Grid. Globally, there are very few foreign manufacturers, manufacturing PMUs at present. The PMU opportunity is also of global nature. Being an indigenous manufacturer, Valiant is apparently a beneficiary of all business opportunities that are notably arising in the Indian Public Sector out of the ‘Make in India.
✍️Valiant has successfully partnered in the Indian market with Tejas Networks Limited. Both the Companies are determined to replicate their business synergies at the global level also. In a recently concluded tender at Bhutan Power, Tejas (with Valiant’s partnership) has been declared lowest bidder (L1), for which the final PO is awaited. Valiant has also partnered with Tejas and another Tata’ flagship company, for power utility markets in Australasia for multi-years contracts. Given the global reach of the Tata Group, the management is optimistic about the outcome about such opportunities.
✍️Valiant and Tejas have now partnered for the forthcoming large-scale business opportunities for their products supplies at the State Electricity Boards (SEBs) of Kerela, Tamil Nadu, Telangana and Gujarat. These business opportunities are valued at over ` 100+ crores for Valiant
✍️The management expects to improve its operating profit margins in forthcoming quarters in the light of
: • Expected better product-mix;
• Earlier years supplies are entering in AMC phase now, resulting a top-up revenue for services;
• New cutting-edge technology driven products are being offered.
✍️Target IndustriesImage
Cyber Security business: The Company is expected to receive its maiden government contract in the current
quarter. Our Company has already successfully conducted a Proof of Concept (PoC) trials with India's premier Grid
Operator for a few of its Cyber Security products and these successful trials for early detection and warning systems
of cyber-attacks, ransomware attacks and network intrusion to safeguard their Gird communication systems, will
start to generate business revenue in the coming quarters. This opportunity is of very large scale, both domestically
and internationally, due to the unique cyber-security solutions that our Company offers.
The Government has a heightened focus on Cyber Security for all its departments and with a view of protecting
critical infrastructure and its data. This should translate into induction of our Cyber Security products in the
Government Sector under the ‘Make in India’ and the ‘Atmanirbhar Bharat’, path-breaking initiatives taken by the
Government of India.
Read 5 tweets
Jun 22, 2023
Synergy Green -Why i like this company ( No recommendation )
1- Policy change in wind energy sector. Read this

2- Bullish wind energy sector ,read this

3-capacity addition-
4-Clients.



Image
Image
5- Raw Material Prices are now stabilized , so i feel with increase in capacity and stable raw material price now margins should be better. Image
Read Investor PPT from Inox wind- Favorable macro environment for wind Sector. Image
Read 6 tweets
Jun 9, 2023
Ami Organics Concall ( Only imp points)
✍️ our business model is designed in such a way that the revival of the Chinese chemical industry has a minimum to no bearing on us.
✍️On the demand side, we were witnessing gradual upswing in the demand in H2 FY '23. And I believe the revival will continue in H1 FY '24
✍️Electrolyte additives- we have received approval from 6 customers worldwide. We have also received plant-scale trial commercial orders of few metric tons. And we are also expecting a bigger commercial order during the current quarter.
we have developed 2 more products in this segment. One of them is liquid electrolyte additive to increase electrocapacity of the Lithium-Ion batteries and one more additive for solid-state battery
✍️we have been able to expand the scope of our contract with Fermion, and we have added a couple of high value intermediates for the same. This means we will now be doing 3 advanced intermediates for them which increases the value of our contract manyfold.
✍️Fermion contract-( darolutamide, Nubeqa )that is a long-term contract, and it will start supplying from Q3 of FY '24. The full capacity supply will be starting FY '25. Because it is a pharma business, and it takes some time for registrations in 180 countries worldwide. So, in Q3 and Q4, it will be giving us a sizable revenue. But from FY '25, it will be giving us a full revenue, And in that contract only, we have 3 more products, and all 3 products are additional to the contract. So that will also help us to grow more in terms of numbers in the upcoming years.
✍️This product is growing unexpectedly to 200 or 300x a year. Whatever they expected in 2026, they already closed in 2023. So, it's going very fast. And the basic API manufacturing plant in Fermion is fully utilized and the intermediate which they are trying to source from us, they are currently making it in-house. They don't have any source other than us.
✍️ Baba Fine Chemicals acquisition - we are gaining entry into a very high entry barrier semiconductor industry and its products main application in photo resistance chemical in semiconductor industries and they are making very high purity chemicals, And going forward the market is more than $2 million in photo resistance chemicals,It will definitely grow more than 3x to 4x in a year,Baba Fine Chem is currently manufacturing and delivering, is exclusively for one customer. But there are more than 40 products, which are already developed and the samples of which can go to the world. Apart from U.S., other countries like Japan, Korea, etc, we have started promoting this product in those countries also.
✍️Export for the year was at 59%, whereas domestic business was at 41%.
✍️ balance sheet, we have a net debt-free balance sheet with cash and cash equivalent of around INR59 crores
✍️We are targeting this year, that the specialty chemicals segment will grow around 25% to 30% against our normal growth of 22% to 25% of our pharma segment, developed some molecule in sp chemicals with versatile applications, including electronic donor, polymer industry as well as some paint industry additive, UV Absorber, as well as some electronic industry. So, cumulatively once it is all in, it will bring a lot of large volume and large value.
✍️Capex INR200 crores plus next year.

✍️Anticoagulant Basket-Apixaban and rivaroxaban is a growth driver for us for the next 2 years because it's going to be launched. And our generic player worldwide more than 26 customers in apixaban. They are all ready to launch. And also, they won some litigation in U.K. against the originators, so that will help us to start moving very fast. In rivaroxaban, the originator has qualified us, and they started placing order in Q4 FY '23. So now we are supplying to originator as well the rivaroxaban. So, it's a very good growth driver for us in the anticoagulant segment.For Edoxaban three customers in Japan qualified Us.
✍️Ankleshwar facility is upcoming facility which will be ready by December '24 operationally. So that will come with a very huge volume, 4x volume than our unit 1 in Surat. So that will be definitely help us with our FY '24, FY '25 & FY '26 growth of pharma.( Asset turnover Normally 3 but we have high value products.)
✍️Currently, on an average basis, considering sales as a base, our working capital cycle is 108 days. And I try to bring this at 100 days. So, we are continuously working on it
✍️The advantage for Ami Organics or, say, for Indian manufacturer, is that the U.S. and other European countries have stopped buying any battery cells or anything which is generated from China. So that is an added advantage that any manufacturer based outside of China will need to have a raw material from outside China. So that is helping us to push ourselves in a faster mode of getting the orders and all.
✍️Normally, our product basket is well distributed and none of the basket is more than 15%
Ami organics
Ami organics - Image
Read 5 tweets
May 11, 2023
See my f2f with @vivbajaj at 71 min how i identified John cockrail one year back which is now near to all time high , there is now substitute for reading and hardwork .
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Decarbonising Steel Production pib.gov.in/PressReleasePa…
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ELIN ELECTRONICS Image
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Sealmatic india -
✍️Manufacturer of Mechanical seal for
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refinery, petrochemical, chemical, pharmaceutical, fertilizer, power, mining, pulp & paper, aerospace, marine and many more industrial applications.
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