ValueHunter Profile picture
Aug 16, 2020 4 tweets 3 min read Read on X
Covid vaccine
Serum's Adar Poonawala expects to produce 4-5 mn doses/month initially,ramping up to 350-400 mn/yr
@pfizer,@moderna_tx,@AstraZeneca all are in a race
But another ?
Which company supplies the vials,tubes to @SerumInstIndia required for storage/transport of vaccine?
SCHOTT KAISHA 50:50 JV between SCHOTT, the German specialty glass maker & Indian firm KAISHA,converts tubular glass into vials,ampoules, syringes,with a total capacity of 3 bn units
@moneycontrolcom
Indian companies involved in vaccine research
Bharat Biotech
Panacea Biotec
Zydus Cadila Biological E
Indian Immunologicals
Trials for Bharat biotech started at AIIMS,New delhi
KEM Hosp Mumbai to start trials for Phase2,3 Astra vaccine
#COVID19 #coronavirus
Top 5 vaccine companies
GSK, Merck, Sanofi, Pfizer and Seqirus

2017 @AulasGSK vaccines sales of 7.5bn$ surpassed @Merck 6.5bn$

But the Indian arms of MNC do not benefit from vaccine sales

Another ??
Who prints the labels for vaccine vials, companies involved have bulk orders

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More from @EquityBuzzz

Nov 7, 2021
#lauruslabs Q2 EC transcript

Laurus Synthesis Private Limited ,CDMO subsidiary signed multi-year contract with global life science company in Q2 ,entails complete drug development & mfng portfolio niche APIs

Evolving China issues - impact API prices,RM,logistics

#Q2updates
Confident Rev target billion in fy23

Formulations
Rev 495 cr, 👍10% yoy
Share - 41% vs 35% in fy21

LMIC
launched triple combinatn of Tenofovir ,Alafenamide

US mkt
Filed 2 ANDAs, 4 in H1
Total 30
9 approvals, 9 tentative

Canada
11 approvals
Launched 5 ,2 in H2

#LAURUS
MPP & Merck licensing agreement for Molnupiravir
MPP & laurus partner in HCV & FC drugs, to approach for Molnupiravir

FDF
added 1bn capacity in Q1
Brownfield Capex to achieve 10bn unit capacity in Formulations

ARV
Sales 👎11% yoy to 339 cr

Expanding capacity in Unit 4
Read 10 tweets
May 3, 2021
#jubilantingrevia

Extracts from the investor presentation by the company for March 2021

#Q4updates🐝
#Nifty #sensex #stocks #pharma #cdmo #API #specialitychemicals
Extracts from the investor presentation by the company for March 2021

#Q4updates🐝
Extracts from the investor presentation by the company for March 2021

#Q4updates🐝
Read 10 tweets
Apr 29, 2021
#lauruslabs
No's in line
Rev 1411.9 vs 839.1 cr yoy
EBIDTA 450.3 vs 191.8 Cr
EBITDA Margin 31.9% vs 22.9% yoy
PAT 296.9 vs 110.2 Cr yoy EPS 5.53 vs 2.06

Fy21 /20
Rev 4837 vs 2837
PAT 317 vs 38
EPS 18.36 vs 4.79
#Q4updates🐝
#lauruslabs
Investor presentation Q4fy21

Generic API division robust growth 61% YoY
Anti Viral growth of 70% YoY
Generic FDF Rev up 102% YoY
Growth led by higher LMIC mkt vols & increased
vols from US & EU
Custom Synthesis division recorded a strong growth of 35% YoY
Generic API Division
Strong demand 1st line ARV API
Robust order book ,adding more capacity to meet demand
Other APIs (CVS , DM) good growth
Discussion with Generic Partners for CM opportunity
Dedicated block for Non-ARV APIs, expansion of
High Potent capacity at Unit 4
Read 9 tweets
Apr 6, 2021
#mastek above 1300
#lauruslab above 385

Watch them go
#Q4updates🐝
#stocks #StockMarket #Nifty ImageImage
#lauruslabs 401

#api is the game in town
IT,Steel also firing
#cdsl is lockdown stock
#specialitychemicals everything on fire

#Q4updates🐝
Read 4 tweets
Feb 24, 2021
#subex #Q3marketupdates #Q3concall #Q3updates
Concall transcript Q3fy21
Rev 93.9 cr ,Ebidta 20.3 cr & PAT 8.5 cr
9mfy21 Rev 275.9 cr up 6% yoy
Interim dividend of 10%
Moved into new corporate office in Bengaluru
In IoT focus on mftng sector,secured 4 new customers in Q3
ID central (identity analytics solution) launched in Indonesia, 1st customer onboard

NGP platform, next gen platform to revolutionize way telcos operate in OSS & BSS system ,cloud native API based application

Expect more 5g contracts in APAC & ME in coming quarters
Vision to emerge as a leader in digital trust solutions in multi vertical environment

Closed about $28.5mn deals in 9mfy21 ,Q4 to exceed Q3 in deal wins

Tech mahindra partnership around Block chain area

New product offering for Telcos- Augmented Analytics platform
Read 9 tweets
Feb 14, 2021
#galaxysurfactants #Q3investorpresentations

:Q2 momentum spilled into Q3
:Speciality segment double digit growth
:Domestic mkt double digit growth
:Interim dividend Rs 14

Vols Q3fy21/20
Performance surfactants 36618/34978
Speciality 21620/19295
Total 58238/54273
Revenue HLs
Q3fy21/20 in crs
Performance surfactants 401/387
Speciality 277/242
Total 678/629
PAT 85/48

9mnths fy21 vols
India mkt up 13.3%
Africa & ME Up 6.3%
ROW down -10.1%

9mnth FHs in cr
PS 1292/1187
Speciality 717/759
Total 2009/1946
PAT 223/168
Truly Indian MNC
:Leading mftr of ingredients for home & personal care industry
:preferred supplier for MNC,Regional & local Fmcg
:205+ product grades
: 7 strategic facilities (5 India,1Egypt ,1 US)
: Extensive R&D capacity
: intellectual property- 78 approved,1e applied
Read 9 tweets

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