Month: September 2020

The agony of rising prices

Even if you are barely active in stock markets , whatsapp messages like below of technology stocks hitting all time high and making 5X or 10X in a year would be coming to you. This is in a year when we are in middle of a global pandemic

Value investors are simply downplaying the fact by calling it as 2000 internet bubble phenomenon and are not participating .

However I reckon that we are trying to fit square pegs (traditional linear models) in round holes (solving Non linear problems)

Evolution has taught us to think in terms of linearity

If you’re still having trouble grasping this, it’s not your fault. Decades of research in cognitive psychology show that the human mind struggles to understand nonlinear relationships. Our brain wants to make simple straight lines. In many situations, that kind of thinking serves us well: If you can store 50 books on a shelf, you can store 100 books if you add another shelf, and 150 books if you add yet another. Similarly, if the price of coffee is $2, you can buy five coffees with $10, 10 coffees with $20, and 15 coffees with $30.

Source – HBR

Drawing … Read the rest

Neuland labs – Opening Remarks

Neuland labs is a 30+year-old Hyderabad-based Pharmaceutical company engaged in R&D, manufacturing and marketing of a wide range of bulk drugs, intermediates and custom synthesis of APIs

The Company operates in the market using two main business models –

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  • Generic Drug Substances (GDS) where they cater to the needs of the Generic players and
  • Custom Manufacturing Solutions (CMS) where they primarily work with innovators by helping them bring critical products to the market.
While they primarily have these two businesses, the expertise within them extends to both small molecules as well as Peptides.
GDS has further two divisions
  • Prime APIs This segment
… Read the rest

Indian CDMO’s – Charts

Best to read this post on a desktop

CDMO stands for contract development and manufacturing organisation

The CDMO industry started out decades ago as a niche service, offering additional manufacturing capacity or specialty services to pharmaceutical companies. The rise of the CDMOs was fuelled by failure stories in the pharmaceutical industry. In the past, pharmaceutical companies often installed dedicated manufacturing capacities for innovative drugs in development, only to see them fail during phase III of clinical research trials. Thus, the additional manufacturing capacity for the specific drugs was no longer needed. To reduce the risk of expensive over-capacities, the demand for outsourced manufacturing has been rising continually.

Source

In this post we will look at some players through charts to get a sense of whats happening in industry

While Divis Lab is the big daddy as far as market cap is considered, Jubilant and PI are emerging as contribution from their CDMO business is increasing to their overall enterprise revenues

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