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Dr Dhiman Bhattacharya 🇮🇳 🇮🇳 🇮🇳 Profile picture
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Nov 12 • 9 tweets • 5 min read
As requested by my good friend @AdityaD_Shah ,here are some ANTITHESIS according to me for #Supriya lifesciences.

1. Ketamine was the major anaesthetic in the 90s, nowadays so many great anaesthetic agents are available with so many side effects of ketamine, I don't find (1/n)
Any of my anaesthetic friends using ketamine in the operation theatre.
Remember, ketamine API is the major source of revenue for #Supriya lifesciences.

2. Import of raw material from China.
They are completely dependent on China for raw material and the most unpredictable (2/n)
Country in the world for any trade is China!

3. Also #Supriya lifesciences exports to China their end product.
Again the risk is very high due to continuous unpredictable lockdowns in China due to the Chinese virus err #COVID19 .
A big red flag.

4. They also export to (3/n)
Europe their end products and we all know the inflatory atmosphere in Europe at present.
Roti, kapda aur Makan are 3 things people care for during inflation or recession.
Another major risk.

5. In our student life in d 90s,we used to prescribe chlorphenaramine maleate a lot(4/n)
Which have been replaced by many latest genre of antihistaminics at present with least adverse effects.
Remember, chlorphenaramine maleate brings a major chunk of revenue for #Supriya lifesciences.

6. Management is highly confused and overconfident as I was discussing with (5/n)
My good friend @LearningEleven brother.
They don't know what they are doing and what their target is at #Supriya lifesciences!

7. Pakistan cricket team changes their captain less frequently than the CEO or CFO of this great company.
Look at the history please.
(6/n)
8. Salbutamol is a major part of revenue for #Supriya lifesciences and if it was the drug for asthma or COPD in the 90s and early 2k, I have forgotten when I have prescribed salbutamol last 🤔!
So many alternatives with much less adverse effects are available now!
(7/n)
9.
 Trading at a price to sales of 4X and price to book of more than 3X along with EV/EBIDTA 12X,I don't feel #Supriya lifesciences is cheap by any means.

10. I don't feel the company will find relief soon from any aspect.

11. Again trading below it's 200 dema (8/n)
The stock is clearly at stage 4 and will take a long time to enter into stage 2 technically.

So,
#Supriya lifesciences,a big NO for the time being for me.
Will keep an eye 👀 though.

Not Any recommendation for educational purposes only.

Thanks for your time 🙏✍️.

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