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Midhun Profile picture
Midhun
@DrMidhuncs
Internal Medicine Resident
deepak manek Profile picture Don't stop,the show must goes on Profile picture 3 subscribed
Nov 16, 2022 • 8 tweets • 4 min read
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.
Jul 28, 2022 • 5 tweets • 3 min read
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…
Mar 2, 2022 • 37 tweets • 16 min read
#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.
Feb 12, 2022 • 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…
Feb 10, 2022 • 37 tweets • 13 min read
#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.
Dec 8, 2021 • 38 tweets • 8 min read
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.
Nov 23, 2021 • 27 tweets • 9 min read
#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…