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Midhun Profile picture
@DrMidhuncs
Feb 12, 2022 • 9 tweets • 6 min read • Read on X
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Global players in peptide business.

1. Bachem
2. Polypeptide
3. Corden Pharma
4. AmbioPharm
Bachem

World's leading peptide CDMO.

150+ NCE Projects

1600+ employees across 6 locations

Expertise on Peptide NCEs & Oligonucleotide NCEs.

bachem.com/download/326/n…

bachem.com/download/180/b…

bachem.com/download/180/b…
Polypeptide

Leader in outsourced peptide manufacturing.

Produces around half of the commercially aproved peptides.

6 GMP certified facilities including one in Ambernath, India.

1000+ employees

group.polypeptide.com/app/uploads/20…
Strong demand for peptide drugs.
Piramal pharma looks good on peptide space than Neuland on DMF filings.
Neuland have 4 peptides under development, that too on early development phase & expects to file a DMF may be in the end of FY23.

(They had started developing these peptides from 2018)
These are the 4 peptides Neuland is working on in the generic space.
@rahuja671 has pointed out that there are only 3 peptides on the R&D pipeline of Neuland on the most recent API product list. (Jan 2022)

That means they might have omitted the peptide Octreotide from their pipeline.
Neuland had been working on this molecule for the past 4 years and yet they couldn't commercialise it and now they have omitted it from pipeline.

Don't know the exact reason for that and couldn't find anything about that in past concalls.

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More from @DrMidhuncs

Midhun Profile picture
Nov 16, 2022
PPL is going through lot of challenges right now. Keep your expectations low & make your investment decisions based on entry valuations,ability to suffer& wait.

1.Inflationary raw material & energy prices.This will continue as per managmnt

2.Slower decision making by customers
3. Overall fixed cost is higher in overseas facilities. They'd acquired some overseas facilities for CDMO & revenues were not up to the mark than they had expected.

As the revenue increases,margins also increase.

No plan to increase the share of manufacturing from India.
4. In consumer products, they were reinvesting the profits back
into the biz. So consciously, they were keeping this at EBITDA-neutral & they were spending
more on sales promotion.

This will continue for few more yrs & don't expect the profitability to jump up immediately.
Read 8 tweets
Midhun Profile picture
Jul 28, 2022
WHO now recommends long acting injectable Cabotegravir for the prevention of HIV (2 monthly injection)

Broad access in LMIC will be facilitated by generic manufacturing supported by @MedsPatentPool

@ViiVHC signed a voluntary licensing agreement for generic manufacturing.
Voluntary licensing agreement by @ViiVHC with @MedsPatentPool will enable generic manufacturers to produce low cost version of injectable using patents of Viiv.

medicinespatentpool.org/licence-post/c…
viivhealthcare.com/hiv-news-and-m…
Read 5 tweets
Midhun Profile picture
Mar 2, 2022
#Biocon_biologics

An effort to understand the biosimilar business.

Not a sell/buy recommendation.

Do your due diligence.
Earlier, Biocon hasn't had direct commercialization & supply chain in Developed Markets. They had partnered with Viatris (Mylan) for that.
Now, Biocon biologics has come up with an agreement to acquire Biologics business of Viatris for $3.3 Billion to create an unique vertically integrated biologics player.
Read 37 tweets
Midhun Profile picture
Feb 10, 2022
#Neuland_labs
A thread to understand a few anti thesis points of Neuland labs.

Disc- This is not a buy/sell recommendation. Do your own due diligence.

I'll share my opinion backed by data.
You don't have to buy my opinion. Do some hard work by analysing past concalls.
It all started with the curiosity to understand very weak margins of a player with CDMO exposure who manufactures innovator molecule like Deutetrabenazine.
There was something very striking.

I had expected the CMS commercialised molecules revenues to go up. But it was kind of flat/ degrowing.
Read 37 tweets
Midhun Profile picture
Dec 8, 2021
Increased use of Fluorine in pharmaceuticals - an emerging trend.

Keeping reading the thread to know some interesting details.
Over the last two decades, fluorine substitution has become one of the essential structural traits in modern pharmaceuticals.

About half of the most successful drugs (blockbuster drugs) contain fluorine atoms.
Rise of biologics is a real thing and focus of therapeutics is slowly shifting from small molecules to biologics.
Read 38 tweets
Midhun Profile picture
Nov 23, 2021
#lauruslabs

First ever injectable long acting treatment Cabotegravir has got approval from NICE in UK.

This can cause shift in treatment & prophylaxis of HIV and current oral ARV APIs can lose market share in coming years.

nice.org.uk/news/article/n…
Recent study published on New England Journal of Medicine has found that Cabotegravir injection(2 monthly) is superior to current ART regimen in pre exposure prophylaxis of HIV in high risk individuals.

nejm.org/doi/full/10.10…
Image
Read 27 tweets

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