Great insights Ankush, just a question on Syngene exit, so what is the specific reason you found out where we can see the company is not getting deals for the manufacturing facility, one question is what is the revenue Potential post the CAPEX completion by the company any insights on the same.
As always good write up and portfolio update.....While the exit from Biocon is convincing as despite best efforts , biosimilars are unable to make much headway and market shares continues to be single digit... exit from syngene is a bit surprising as company may still deliver a decent growth with manufacturing may come as an added optionality....
Thank you Ankush for your updates regarding portfolio rejig and the reason for selling and buying. However, if you exit Syngene due to a lack of aggressiveness, what is your opinion regarding Suven Pharma? They announced a maintenance CAPEX of 600 Cr, which means that will not bring a single rupee in revenue. Also, have you seen the Sona Comstar as a promising auto ancillary?
Great insights Ankush, just a question on Syngene exit, so what is the specific reason you found out where we can see the company is not getting deals for the manufacturing facility, one question is what is the revenue Potential post the CAPEX completion by the company any insights on the same.
As always good write up and portfolio update.....While the exit from Biocon is convincing as despite best efforts , biosimilars are unable to make much headway and market shares continues to be single digit... exit from syngene is a bit surprising as company may still deliver a decent growth with manufacturing may come as an added optionality....
Thank you Ankush for your updates regarding portfolio rejig and the reason for selling and buying. However, if you exit Syngene due to a lack of aggressiveness, what is your opinion regarding Suven Pharma? They announced a maintenance CAPEX of 600 Cr, which means that will not bring a single rupee in revenue. Also, have you seen the Sona Comstar as a promising auto ancillary?