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#pharma #cdmo #API #Nifty #Q4updates🐝

R&D spending patterns of Top 10 Pharma companies in the world
A Thread
Roche
R&D budget $13.9 bn ,22% of revenue
Revenue $62.39 bn

15 diff tests for Covid 19
Balovaptan for Autism
Idasanutlin for Acute myeloid leukemia
Nemolizumab for pruritus in dialysis patients
Semorinemab for Alzheimers
TMEM16A to restore lung function in cystic fibrosis
Merck
R&D budget $13.6 bn ,28% of revenue
Revenue $48 bn

2 failed Covid 19 vaccines
$0.5 bn for OncoImmune for its CD24fc covid drug
$1.8 bn for CAR-NK program from Artiva Bio
$2.75 bn for VelosBio for Ab drug conjugate for lymphoma
$2.5 bn for bio bucks KRAS Oncogene Rx
J&J
R&D $12.15 bn ,14.7%
Revenue $82.6 bn

Single shot Covid 19 vaccine
Partnered IQVIA for phase 3 covid vaccine trial
$6.5 bn for Momenta to access anti-FcRn Ab drug Nipocalimab for myasthenia & other autoimmune anaemia
Amivantamab EGFR-MET bispecific Ab in lung cancer
Bristol Myers Squibb
R&D $11.14 bn, 26% spend
Rev $42.5bn

Celgene buyout ,its CAR-T drug Lisocabtagene Maraleucel & Breyanzi for NHL
Deal to license Obsidian CD40L cell therapy for antigen negative tumors that escape CAR-T Rx
$13 bn buy of Myokardia ,its drug Mavacamtem for HCM
Pfizer
R&D $9.4bn ,22.4%
Rev $41.9bn

Deal with BioNTech for mRNA vaccine for Covid 19
Expects $15 bn in Covid 19 vaccine sales
Acquired Arixa for potential 1st new antibiotic in 35 years
Few failed drugs - phase 2 NASH drug ,IRAK4 inhibitor
Novartis
R&D $8.9 bn ,18.2% spend
Rev $48.65 bn

FDA nod for Tabrecta for NSCL lung cancer
Delay in progress of Radioligand Rx Lu-PSMA 617
Setback by FDA ,rejection of cholesterol drug Inclisiran
$50 mn for Mesoblast for its Remestemcel-L for Covid
Microsoft deal for AI Labs
GSK
R&D $5.52 bn, 16%
REV $34.09 bn

Failed Covid 19 vaccine with Sanofi
Failure of Bintrafusp in lung ca & delay launch of Dostarlimab
Culled phase2 Anti-LAG3 depleting MaB for ulcerative colitis
$815 mn fr Surface Oncos SRF813 IgG1 Ab
Deal with Immatics for T cell therapy
Sanofi
R&D $5.52 bn ,15.3%
Rev $36 bn

$2bn biobucks pact with Kymera for protein degrader Rx IRAK in immune disease
$308mn buy of Kiadis for its NK cell platform
$3.7 bn takeover of Principia ,its BTK inhibitor for Multiple sclerosis ,Rilzabrutinib for pemphigus
Abbvie
R&D $6.55 bn ,14.3%
Rev $45.8 bn

$4bn impairment charge for takeover of Stemcentrx
Deal with gene editing biotech Caribou for CRISPR genome editing platform for editing CAR-T cells
$750 mn deal with Genmab ,for pipeline of anti cancer drugs led by Epcoritamab
Eli lilly
R&d $6.08 bn ,24.8%
Rev $24.5 bn

Lilly's Bamlanivimab 1st FDA approved Antibody Rx for Covid 19 with AbCellera
$1 bn takeover of Prevail & its Parkinsonism program
$135 mn deal with Precision Biosciences for in vivo gene therapies for Duchenne dystrophy
Big pharma betting big on
CAR-T
Anti cancer Rx
Rare disease like Duchenne
Neurological disorders like Parkinson's, Alzheimers Autism
CRISPR
Covid

R&D spend 15 to 20% of revenue

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More from @BullsforBears

6 Apr
#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
24 Feb
#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
14 Feb
#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
3 Feb
#sequentScientific #Q3marketupdates #Q3investorpresentations

Strong 🏋️‍♀️
Q3fy21/20 in cr
Rev 361/317
PAT 37.2/20
EPS 1.52/0.83

9mnth fy21/20
Rev 1014/878
PAT 87.8 /53.1
EPS 3.24/2.18

API Business up 17.2%
Formulations 15.0%

Alivira award best Company in AH India/ME/Africa
Formulations
EU subdued due operational challenges of Covid
Spain & Germany impacted while Benelux & Sweden reported strong growth
Growth to accelerate with recent launches of CitramoxLA & Halofusol. Tulathromycin launch to reflect from the current quarter
Brazil & Turkey grow strongly driven by mkt share gain existing portfolio & new launches
India business doubled last 9 months
Integration Zoetis portfolio completed

API Business
Highest quarterly sales 1,297Mn, growth 20%
1/3rd sales from global Top-10 AH players in 9M
Read 8 tweets
3 Feb
#solaraactivepharma
#Q3marketupdates #Q3investorpresentations

Best Ever Quarterly Revenue, EBITDA & PAT
Rev 4,350 mn, up 24% yoy & 8% qoq Q3’21 EBITDA 1,085 Mn, up 32% yoy & 8% qoq
PAT 658 Mn, up 59% yoy & 16% qoq
Basic EPS 18.47
API Business
Regulated mkt rev 3110 mn, up 12% yoy
,contributed 72% of Q3’21 rev, decline from Q2 result of robust growth in other mkts
Other mkts rev 1240 mn, up 71% yoy
Rev growth 24% yoy (37% yoy ex-ranitidine) driven by growth in vol, scale up Vizag
New products 9% Q3’21rev
CRAMS
Tracking well to plan ,addition of new customers, solid growth order book

R&D & Ops
Vizag onstream, commercialized as planned in Q3
Filed 3 new DMFs US mkt ,2 EU mkt during Q3’21
Market extensions 6 of existing products across 7 different geographies
R&D 138 mn 3.2% Rev
Read 5 tweets
3 Feb
@airtelindia #Airtel #Q3marketupdates
Q3fy21 Highlights

Highest ever cons quarterly rev 26518 cr, up 24.2% yoy

India business highest ever quarterly rev 19,007 cr, up 25.1% yoy

Mobile services India rev up 32.4% yoy led by improving realizations,strong customer addn
Airtel Business rev up by 9.2% yoy back of strong demand for connectivity and solutions

Digital TV business strengthened leadership position

Cons EBITDA 12178 cr
EBITDA margin at 45.9%, up 464 bps yoy

India business EBITDA 8,589 cr EBITDA margin 45.2%; up 594 bps YoY
Cons EBIT 4665 cr ,EBIT margin 17.6%
India EBIT margin 12.7%
Cons Net income (after exp items) 854 cr
Industry leading operational indicators, strong business momentum 4G customers up 12.9 mn for Q3 to 165.6 mn
Mobile ARPU 166 vs 135 Q3’20
Read 4 tweets

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