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#AlembicPharma Good potential. 2500 Cr Capex till 2021 ongoing. Entered in high margin injectable business. Capex on Oncology injectable facility ongoing. Injectables have more stringent FDA requirements than oral dosages. Hence less competitive.
RnD expenditure is an important parameter for identifying the future potential for a pharma company. 650 Cr spent in 2020. This should reflect in earnings in the coming years. The stock price might discount this before 2021.
New Drug Discovery unit:
Rhizen pharma situated in Switzerland seems to have a strong pipeline in Oncology and immunology. This is the NCE space where very few Indian companies are investing.

rhizen.com/otxpipleine.ht…
Latest investor presentation shows US sales rising

D: Invested.

alembicpharmaceuticals.com/wp-content/upl…
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Prasad Wakchaure 🇸🇪 🇮🇳
@PrasadWakchaure
Thread on Fluorine (F) containing APIs (F-APIs):

Around 30% of Modern drugs & about half of the blockbuster drugs contain fluorine atoms.

F-applications are on a continuous surge. It took more time to understand and develop the Chemistry of Fluorine (1/1)
due to complexities associated with it. Lately, Medicinal Chemist discovered importance of the Fluorine in drugs and now this tiny atom has become indispensable in the drug discovery field. Fluorine gives superb properties to Drug molecules (2/2)
The presence of Fluorine is evenly distributed in all modern drugs and agrochemicals. Early applications and household usage of Fluorochemicals were as refrigerant gases. #GujaratFluorochem & #NavinFluorine were early players (3/3)
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Prasad Wakchaure 🇸🇪 🇮🇳
@PrasadWakchaure
#IOLCP List of products

APIs in market: Ibuprofen, Metformin, Clopidogrel, Fenofibrate, Lamotrigine & Ursodeoxycholic
Acid

APIs in the pipeline: Pantoprazole, Gabapentin, Losartan, Domperidone, Fexofenadine, Pregabalin, Quetiapine
Chemicals & Solvents: Ethyl acetate, Isobutyl benzene, Monochloroacetic acid, Acetyl chloride

Chemicals in the pipeline: Sorbitol and Acetonitrile

Ethyl acetate being green solvent, 2019 global sale valued at $3.3 billion, massive opportunity for scale, Capex ongoing
One can easily guess that #IOLCP is trying to establish a whole supply chain (backward & forward integration) of products by looking at their current product portfolio

This can lead to Value addition and margin expansion

One chemical commodity is transformed into another
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Prasad Wakchaure 🇸🇪 🇮🇳
@PrasadWakchaure
API molecules are made by connecting fragments/intermediates. This joining process-synthesis takes place in the presence of ´solvent´. When India is taking a giant leap in manufacturing APIs, it needs thousands of liters of solvent
Listing some commonly used solvents here
Ethanol, Methanol
Toluene, Xylene
Acetone
THF, DMF, DMSO
Dioxane
Acetonitrile
DCM
Ethyl acetate
Diethyl Ether
Cyclohexane
Acetic acid

Find out companies who make them or which solvents are being imported

India needs ´Atmanirbhar´ supply chain for becoming competitive
Surprised to know that India is import dependant on Acetic acid. About 75% is made from methanol. The biological route accounts for only about 10% of world production, for the production of vinegar as many food purity laws require vinegar used in foods to be of biological origin
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