Syngene & CRAMS are synonymous in the Indian stock market today.

From Early Discovery to Commercial Supply

NMEs cater to

~Pharmaceutical
~Biotechnology,
~Nutrition
~Animal health
~Consumer goods
~Speciality chemical

In this thread, let’s deep dive into their FY20 AR
1/
Syngene works with clients from around the world to find solutions to their research, development, and manufacturing challenges for small and large molecules while improving productivity, speeding up time-to-market, and lowering the cost of innovation.

Syngene At a Glance
2/

Plans

~Capacity Addition
~Capacity Expansion
~Partnering for Success

Vision: “To be a world-class partner delivering innovative scientific solutions”
3/

Kiran Mazumdar Shaw, Chairperson’s Message
4/

Jonathan Hunt, MD & CEO’s message
5/

Business Divisions

~Discover Services
~Development Services
~Manufacturing Services
~Dedicated R&D Centers
6/

~Industries Covered

~Client Footprint
7/

Operational Performance
8/

Syngene’s Journey in a Snapshot
9/

Milestones Achieved from 2016-20
10/

~Healthcare CRO market: Type estimates & trend analysis

~Dose CMO market size by revenue, 2009-2018

~Proportion of Top 10 best-selling drugs that are biologic drugs
11/

~Value Creation Model

~Services

~Partnering Model

Fee for Services
Full-Time Equivalent
Dedicated Centers
12/

Strategic Priorities

~Capture the opportunity in biopharmaceuticals

~Foster continuous improvement

~Deliver added value from integrated discovery and development projects
13/

Business Review:

~Discovery Services
~Development Services
~Dedicated R&D Centers
~Manufacturing Services
If after ARs & concalls you are hungry for more:

~Check tweets of @unseenvalue & @punitbansal14
~Watch the video and blog by @ishmohit1 & his team at @soicfinance
~Check out @AnishA_Moonka on Biologics @JstInvestments

And do wait for our 5 Min Stock Idea

Coming Soon!🙂

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30 Dec 20
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Growth comes first. NPA comes later.

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Indian Energy Exchange, like a toll bridge, connects power generators with power consumers & distributors. The alternative to IEX like alternatives to toll bridges is more expensive bilateral agreements.

Fasten your seatbelts as we’ll take you through the 19-20 AR of IEX.
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The Almanack of Naval Ravikant is a delightful read. It is probably the best you can find and relate to the subject of Wealth & Happiness.

Take a cup of coffee and enjoy the weekend with some of the mind-blowing quotes from the book.

@naval
@EricJorgenson
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A thread!

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