#Suven – Journey of my first 50 bagger…

I bought #Suven first in Apr 2013 around Rs 20…today after almost 7.5 years, its Rs 1000 (Suven pharma 920 adjusted for bonus + Suven Life 80)..CAGR of almost 68% for 7.5 years. I am fortunate to hold it throughout the journey and

1/n

#Lauruslabs new website for CDMO
https://t.co/8GsCECr9Wq

and biologicals
https://t.co/pBr3GKEi9G

Both are multiyear themes...

#IBullreal results have no significance at this point. Key points to understand –

Debt reduction – Ibulllreal will be debt free at the time of merger with 650 cr coming from Mr Gehlot and 580 crs from land sale to Elan group. Embassy will have 3000 crs debt out of which 1500 cr

will be reduced through QIP and rest 1500 crs will come from collections next year. So merged entity will be zero debt company in FY23

Sales potential – Launched + planned projects have 18000 cr sales potential with 3400 crs of near completed inventory. Pending cost is 3900 cr

and sold receivables is 4224 crs. That means 9900 crs of cashflow to come in next few years from these projects. In addition, it is holding land bank of 3353 acres and 350 acres (42.5 Mn) for commercial development with potential annual rental of 4300 crs.

JV/JDA/DM potential – With solid track record and backing of institutional investors, Embassy can acquire multiple large value projects under JV/JDA/DM model which enhance its RoCE. One such project is Embassy Bayview in Juhu with net surplus of 500 crs (quite big)..

#chemicals surpassed #FMCG in valuations.. valuation range is 60x - 100x now. Chemicals will have much higher growth rate than FMCG for next 10 yrs

#DeepakNitrite valuation is most attractive in the space...

growth will be most explosive in the space...

#SuvenLife – Niche R&D play..very high risk and very high reward…key is right allocation…

Jazz Pharma was quoting around $0.5 in 2009, today its $150 and Mcap of $8.5 Bn on Nasdaq..almost 300x in 11 years. 80% of its total sales ($2.1 Bn) come from single drug Xyrem.

Axovant Lifescience, bought Alzheimer molecule from GSK, repackaged it and done phase-3 trials. Before starting the trials, the valuation was $2 Bn, just before announcing the data, it rose to $3 Bn. One of the leading broker put the target of $12 Bn if the trials succeeded..

but it failed in phase-3 trials. Current Mcap is $120 Mn…

This is R&D for New Chemical Entity (NCE)…very high risk and very high reward…

Brain-related illnesses, also known as CNS diseases, afflict more than 2 billion people worldwide. Diseases of the brain and mind range

from Alzheimer’s, dementia, epilepsy, migraine, multiple sclerosis, neuro infections, Parkinson’s, psychosis, schizophrenia and stroke to brain injuries and various mental disorders. The global market or CNS therapeutics is projected to reach $137.7 billion by 2025.

#SuvenLife has 1 lead molecule SUVN-G3031 in phase-2 trials which is similar to Xyrem but superior features, 3 molecules completed phase-1 trials and starting phase-2 trials and 11 molecules in pre-clinical trials. All are related to CNS which is growing and uncluttered market

@jeffreyatucker In the end, it is all a natural consequence of a very human foible, namely that we all do everything we can to blame anybody or anything else for our problems, if we can get away with it. It's the reason why rulers start wars to squelch domestic dissent - macro and micro the same

The very notion of the germ theory of disease revolves around this and while it is good for selling medical interventions, treatments and pharmaceuticals, it is no good for either personal health, or public health in any way. We need to start looking at health on a holistic level

More of a systems approach to health would get us to see that the whole instinct to stamp out viruses, like the very counter-factual notion of "zero Covid," and other nonsense, are driven by this need to blame somebody or something else for our problems, so we can have our cake

and eat it too, i.e. we can pass the blame to others and go and kill them, be they bugs or other people (lockdowns???). The results are disastrous for health on both a personal and a public level, and we continue on a path of assured self-destruction. But times are changing, now.

Lifestyle Medicine @aclifemed provides the new paradigm, more of a systems approach to health, in which personal responsibility for our habits comes first, starting with nutrition. Immune systems become depressed by fatigue, stress, inner conflict, malnutrition and so on. Change

The people can always be brought to the bidding...tell them they are being attacked, and denounce the naysayers for lack of patriotism and exposing the country to danger.

Hermann Goring

We've seen reports of Yoruba leaders asking President Buhari to stop the war and sack service chiefs immediately as a way of beginning restructuring.Our country is sitting on a keg of gunpowder they claim. Once again partisan hacks want to snatch victory from the jaws of defeat.

You see, when you are fighting small limited wars there is a natural inclination , on the part of politicians not directly impacted by the war to want to blow things out of proportion. There is a basic disconnection now in this country between the population and the war

....and i find it quite frankly. Frightening. Compared to what was obtainable 2015, the security situation in Nigeria has vastly improved yet the media ..and partisan hacks portray a much more pessimistic narrative.

Consider that in 2015 over 21 Local government areas and 2.6 million Nigerians were cut off from the rest of the country, under the administration of a caliphate in Nigeria for 16 months. A huge chunk of the northeast was no mans country.

The evils committed by Ravi Zacharias were enabled by a toxic organizational leadership that is evidenced by how these same leaders responded when confronted about the widespread and ongoing abuses being perpetrated by the namesake of the institution. 1/29

Please take time to read this piece by @DavideAFrench and the 26-page letter written by a first-hand witness. Here are just some of the excerpts: 2/29

"At one point, Ravi suggested to me that the Task Force “issue a statement that they [the Thompsons] are hooligans, they are scoundrels, they are thugs, they are serial extortioners.” If we didn’t do that, he told me, he would ask his attorney to do so on his behalf." 3/29

"...I distinctly recall Ravi & Sanj mocking the Thompsons’ marriage & scornfully predicting how soon Brad & Lori Anne would get divorced. “I predict their marriage won’t survive the year,” Ravi asserted with laughter. “A year?” replied Sanj. “I wouldn’t give it six months!” 4/29

"In 2017, in the early stages of his RICO against the Thompsons, Ravi would often invoke Kelly [his attorney], making statements such as “my attorney said we are going to crush them.”" 5/29

Thread: One of the things demons and fallen spirit beings want to do is replicate their torment in your marriage and family. Part of that strategy is to encourage us to treat each other with the same savagery they treat each other, since they have no capacity for love or...

compassion, even for their fellow fallen spirit beings. Even when a demon helps another demon it is only in self interest, never loyalty or love. This is what they hope to do in your family and marriage. Marriage is the foundation of culture. If you can destroy marriage, you can

destroy culture. If they can destroy the relationship between husband and wife, they can destroy the spiritual formation of the children. Demons are keenly aware of the social structure put in place by God and where to launch their attacks against it.

Marriage is properly defined as a solemn contract in which a man and a woman confer bodily rights, among other things, for the sake of procreation. This is strictly a formal theological definition of marriage. Marriage is solemn because it is formalized in public, and witnessed..

by a minister of the church. It is a contract because there is a conferral of bodily and other rights. Now some might ask, isn't marriage a covenant? Yes and no, depending on how you define the word. If we define a covenant as a solemn contract, then yes. In any valid contract,..