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Feb 12 • 9 tweets • 6 min read
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 @Dr_Midhun_cs

Midhun Profile picture
Feb 10
#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

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