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Value | Compounding Profile picture
@oldschoolinvest
Sep 22, 2020 • 8 tweets • 2 min read • Read on X
API product portfolio of RPG life sciences:
Azathioprine
Haloperidol & Haloperidol decanoate
Diphenoxylate hydrochloride
Mycophenolate Mofetyl Mycophenolate Na
Lamotrigine
Nicorandil
Tolvaptan
Spironolactone
Sertraline
Risperidone
Quinfamine
Propantheline Br
Pentoprazole Na Sesq
RPG's FORMULATION R&D HAS MADE KEY BREAKTHROUGH ACHIEVEMENTS:

1. Cyclosporine micro-emulsion Novel Drug Delivery System granted patent in about 20 countries including US and European countries

2. Lamotrigine Mouth Dissolving tablets patented internationally and India (1/3)
Cont.
3. Alfalog Tablets (alpha ketoanalogue), a novel formulation has been developed indigenously for chronic kidney disease.

4. Stable formulation of moisture sensitive anti-anginal drug using Fish Bone blister pack containing desiccant.(2/3)
Cont.
5. Extended release (24 hrs release) bioequivalent formulation of anti-epileptic drug.(3/3)

Looking into more details of R&D facilities.
RPG Lifesciences' API business is expected to grow upto 120% from FY21 to FY25.

FY20 - 67cr
FY21E- 80cr
FY22E- 95 cr
FY23E- 111 cr
FY24E- 129 cr
FY25E- 150 cr

Expected growth may be due to higher sale of some APIs:👇
~Quinfamide,
~Azathioprine,
~Risperidone &
~Lamotrigine.
RPG's more than 50% API sales comes from Latin America.(API contributes only 20% of total sales, 65% sales is from domestic formulation business). Countries like Mauritius & Myanmar will be high growth markets for RPG in upcoming years.(Myanmar sales already up 90% in one year)
Plus in domestic market, the company has added 3 new monoclonal antibodies viz.
~Rituximab(Already shown 29% growth)
~Trastuzumab &
~Bevacizumab

Domestic formulation business is expected to grow @ 15-20% annually.(Mainly driven by Anti-diabetic range, Immunosuppressants & mAb)
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More from @oldschoolinvest

Value | Compounding Profile picture
Oct 10, 2022
A thread on my mistakes in stock market so far. 🧵

I know many times I have boasted myself for doing well in stock market. Now let me share my blunders as well.
1. Buying debt-ridden & loss-making businesses in anticipation of turnaround:

I bought Punj Lloyd and Lanco Infra (in 2013 & 2014) at lower levels as I was greedy to earn more returns. I still hold both of them as I can remember that I won’t have to do it again.
2. Buying a loss-making business on dips:

I bought Suzlon first at 11 rs.and then kept buying on dips. Finally, I realized my mistake and sold it for no profit no loss after holding for couple of years. I was lucky enough to get my average buy price but learnt a valuable lesson.
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Value | Compounding Profile picture
May 11, 2021
A thread on #Mucormycosis :

One of the lethal complications of Covid is Mucormycosis, also known as ‘Black fungus’ #infection. This dangerous fungal infection affects the nose, eye and sometimes the brain. My colleagues in ENT and Ophthalmology told me that previously (1/n)
...this disease was rare and they used to get only 1-2 cases per year but now they are getting 2-3 cases/day.Diabetics are more prone to suffer from this disease as high sugar levels are favourable for mucor’s growth. Excess use of steroids in Covid also increases...(2/n)
....the chances of developing mucormycosis as steroids tend to increase blood sugar levels. My colleagues told me that when sugar level crosses 200 mg/dl (Normal range: 70-140), there are higher chances of developing mucormycosis. (3/n)
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Value | Compounding Profile picture
Jan 6, 2021
Investors’ 8 most common behavioral biases:
~Confirmation Bias
~Optimism Bias
~Loss Aversion
~Self-Serving Bias
~The Planning Fallacy
~Choice Paralysis
~Herding
~Recency Bias
#BehavioralFinance
~Confirmation Bias: Confirmation bias is the tendency to process information by looking for, or interpreting, information that is consistent with investor’s existing beliefs. E.g. An investor thinks that one can buy growth stocks at any prices so he searches articles of.....
‘buy growth stocks at any price’ and then confirms his belief with documentary evidences.

~Optimism Bias: Optimism bias is a bias that causes investors to believe that they themselves are less likely to experience a negative event. E.g. one believes that the stock market.......
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Value | Compounding Profile picture
Aug 13, 2020
A thread: Acquisitions, mergers and demergers of Pharmaceuticals and Chemicals MNCs:
Ciba-Geigy AG, was a swiss pharmaceutical giant formed in 1970 from the merger of Ciba AG and J.R. Geigy SA. Ciba started out in the 1850s as a silk-dyeing business and branched out into pharma.
In 1996, the pharmaceutical business of Sandoz was merged with Ciba-Geigy to form Novartis and chemicals business of Sandoz was hived off to a different company named Clariant chemicals. Later, in December 1999 , the spin-off and merger of the agrochemical and seed division of...
...Novartis and the agrochemicals and biotechnology research divisions of AstraZeneca led to origin of an agrochemical giant Syngenta. (Astra Zeneca has retained its seed interests, a 50% stake in Advanta, a joint venture with Cosun.) Syngenta India was delisted in 2007 from....
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Value | Compounding Profile picture
May 8, 2020
Abolishment of dividend distribution tax will encourage more MNCs to give hefty dividends. In this financial year few companies have already declared hefty dividends which are as follows:
1. Pfizer:320 rs./share
2. SKF India:130 rs./shr
3. Oracle fin. services:180 rs./shr
(1/2)
Sanofi has announced a dividend of 352 rs./shr in last financial year but record date is yet to be declared.
All cash rich MNCs are future candidates for hefty dividends.
Discl: Not a buying recommendation.
Esab India board recommended 700% interim dividend..!
P.S.: not a buying recommendation.
Read 7 tweets

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