# ZIM Laboratories - last Friday I bough some shares of it just to track the share (at 71 rs )and i decided to buy more at 60 but share is up by almost 35% , although past performance is not encouraging but I feel it’s innovative products can generate wealth for shareholders.
ZIM - Zeal In Medicine - Mcap as of today is 132 Cr and , BV around 95, EPS fy 20 2.03 and FY 19 EPS 9.45
DEBT 77 Cr , CFO FY 20 -34 Cr , FY 19- 21 Cr .
Another negative aspect is low promoter holding
DEBT 77 Cr , CFO FY 20 -34 Cr , FY 19- 21 Cr .
Another negative aspect is low promoter holding
Low promoter holding ( promoters around 33.39 , Father in law of promoter MR Daud holding 17.6% , Mauritius based AA Development capital fund 22% , other investors 13% , so free float is low , so low float can be dangerous)
What I like is their innovative products and most innovative product is ORAL thin Film ( OTF ) , OTF is basically drug in thin film .
OTFs are an attractive option for drug delivery because of the advantages they offer, such as dosing flexibility and ease of administration..
OTFs are an attractive option for drug delivery because of the advantages they offer, such as dosing flexibility and ease of administration..
OTF are also fast-acting and can prompt drugs to enter the circulatory system directly by oromucosal and/or sublingual absorption. This avoids exposing drugs to the harsh conditions of the stomach,enabling this drug delivery system to deliver a larger proportion of active compoun
In terms of indication the oral thin film drugs market is segmented as migraine, schizophrenia, Alzheimer’s disease, nausea & vomiting, opioid dependence and others
Thin film oral drugs make is it easy to swallow drugs without water, especially for pediatric
Thin film oral drugs make is it easy to swallow drugs without water, especially for pediatric
geriatric and neurodegenerative patients, where conventional drug delivery is difficult. Global oral thin film market is set to expand at CAGR of 8-10 % ( different data from different reports )till 2023,
Another company in OTF segment in India is Aavishkar pharma ( non listed )
Another company in OTF segment in India is Aavishkar pharma ( non listed )
Shilpa Medicare’s OTF plant will come soon and this technology is only with some big companies only like Pfizer, Novartis, Allergan, NAL Pharma, Sumitomo Dainippon Pharma, IntelGenx, Hughes Medical, Paladin Labs,Indivior, Aquestive Therapeutics, Labtec, BioAlliance Pharma.
Company claims that it’s OTF is a patented technology from US Patent authorities, I could not believe and searched and found that its OTF technology is patented 
FY 19 - Company invested 5% of Revenue in R&D ( which is very good for small company) and see its OTF Drugs below.
Apart from their own brand they are contract manufacturers also ( see below - From Fy19 AR)
They developed patented hand Sanitizer using Citric Acid, Urea, Iodine and Isopropyl alcohol and they claim that it is effective for 3 hrs
ZIM is having Three manufacturing block General and cephalosporin and OTF block , General and OTF block is EU- GMP and WHO GMP Approved
Cephalosporin block is WHO GMP approved
They are having 185 clients across 58 countries.
Cephalosporin block is WHO GMP approved
They are having 185 clients across 58 countries.
Different Segments
Recent announcement from Zim
Oral dissolving thin film for VITAMIN D
I feel that because of covid crisis one or two q will be bad and we may get a good buying opportunity at lower levels but being a micro cap it can be a high risk investment , all depends on its performance in future.
@threader_app compile
