#Lauruslabs ARV - Cash machine
People are very critical of ARV business of Laurus but it has the best dynamics for Laurus. Unlike other APIs (Paracetamol, Ibuprofen, Azithromycin, Metformin etc.) where there are more than 20-30 players globally,
People are very critical of ARV business of Laurus but it has the best dynamics for Laurus. Unlike other APIs (Paracetamol, Ibuprofen, Azithromycin, Metformin etc.) where there are more than 20-30 players globally,
ARV has only 6 players (only 4 serious players – Mylan, Laurus, Auro and Hetero) globally with Laurus being world leader. This leadership has come from years of research and process innovation. It is the lowest cost producer in the world for these APIs.
The beauty is, it has become a cash machine for Laurus now, throwing enormous amount of cash which is now being deployed to expand other businesses like Biologics, CDMO and non ARV API and formulations.
API capacity growing by 30%, formulations by 100% which will be all non ARV
API capacity growing by 30%, formulations by 100% which will be all non ARV
CDMO and Biologicals expansion will again be non ARV...But all this expansion is majorly funded by ARV.. It will keep throwing cash without ANY further investments.... It's a cash machine for Laurus...
• • •
Missing some Tweet in this thread? You can try to
force a refresh
