the amount of capital that is chasing this sector, API & CDMO, I think there would be excess in the system. Was reading Capital Returns and this sector came 1st to my mind. Lot of Capex going on and some have common APIs / Complex APIs. No idea if they have same molecules for CDMO/ CMO. What's your sense with companies like Neuland, Laurus labs, etc.when compared to Suven.
Great insights into analytical part of the investing. I am new to this field and starting off a new self employment post my 34 years of service. Still a lot to learn and your articles like this are simple and easy to understand. I do realise the amount of effort it takes to create a document like this. My present comment is only to express my gratitude for sharing the knowledge. It is immensely helpful to newbies like us. Thanks a ton.🙏
Very very interesting read Ankush. I appreciate your depth of research.
My question is:
1. Is Suven Pharma is still underrated by the market considering its present valuation?
2. It seems that Suven group have research in their DNA and they are really long-term thinker. In that case, Suven Lifesciences is also a good buy. They are spending money on R&D on a long-term basis. They understand that developing a drug molecule may require decades. As far as my knowledge goes, only a handful company in India has the courage to develop new drugs, Suven Lifescience seems to be an exception.
Immensely enjoyed the read and appreciate the Framework. Bought Suven Pharma within minutes of the first result declared pot demerger. Soon bought Suven Life too, added post management buy at 81/ Would love if you could look at Intellect design Arena in this framework. Thanks, a great read on a covid-bound evening... :)
Amazing, Insightful with good pointers in the right direction. Thank you 🙏🏼
Great article...
Can you please help me understand the below:
the amount of capital that is chasing this sector, API & CDMO, I think there would be excess in the system. Was reading Capital Returns and this sector came 1st to my mind. Lot of Capex going on and some have common APIs / Complex APIs. No idea if they have same molecules for CDMO/ CMO. What's your sense with companies like Neuland, Laurus labs, etc.when compared to Suven.
Great insights into analytical part of the investing. I am new to this field and starting off a new self employment post my 34 years of service. Still a lot to learn and your articles like this are simple and easy to understand. I do realise the amount of effort it takes to create a document like this. My present comment is only to express my gratitude for sharing the knowledge. It is immensely helpful to newbies like us. Thanks a ton.🙏
Very very interesting read Ankush. I appreciate your depth of research.
My question is:
1. Is Suven Pharma is still underrated by the market considering its present valuation?
2. It seems that Suven group have research in their DNA and they are really long-term thinker. In that case, Suven Lifesciences is also a good buy. They are spending money on R&D on a long-term basis. They understand that developing a drug molecule may require decades. As far as my knowledge goes, only a handful company in India has the courage to develop new drugs, Suven Lifescience seems to be an exception.
Enjoyed reading the article. Copying a snippet from latest AR "But, when we received the information that our
SUVN-502 molecule did not meet the primary
end point, it was a painful setback. Because
our molecule was looked upon as a potential
blockbuster by most in the global pharma
innovator space. We knew it all along that it
was and will always be zero or one. Yet, it was
disappointing. After all, it was our first molecule,
and it had gone nearly the entire distance. "
Super clarity of thought process... Keep writing and all the best...
I thoroughly enjoyed reading Ankush, one of the best in my investing journey
Immensely enjoyed the read and appreciate the Framework. Bought Suven Pharma within minutes of the first result declared pot demerger. Soon bought Suven Life too, added post management buy at 81/ Would love if you could look at Intellect design Arena in this framework. Thanks, a great read on a covid-bound evening... :)