1/n How come we still have academics sustaining narratives of #obesity rather than of how real people find value & meaning in everyday lives? Revisit @whatsthepont on @tobyjlowe / @snowded & accept criticising "neoliberal" does not make things

#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

add on multiple occasions on way up. Like to share my experience in this thread for everyone’s benefit..

First time I bought because I like the management focus on R&D. It had chosen the most difficult therapeutic area in pharma which is CNS and it was investing the cash

2/n

flow it used to earn from CRAMS. It also used to write off all the R&D expenses in the P&L instead of capitalizing it in BS. That gave me lot of comfort about management quality.

I kept on adding as funds keep coming. I remember giving a public presentation on Suven in

3/n

Mumbai at one analyst meet in Nov 2017 when it was trading at Rs 160. There was a huge call option embedded at that time in the form of SUVN-502. That would have been the blockbuster molecule if succeeded with market potential of $10 Bn plus..result was due in Dec 2019,

4/n

I loaded around 250-300 knowing the value of CRAMS business itself is more than 300.

SUVN-502 failed in phase-II trials, stock was down 15% from 300 to 250 in a single day, I added heavily. it was largest allocation in my portfolio because I knew the value of CRAMS business

5/n

@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 Creative Process in 43 Hayao Miyazaki Screengrabs

(Context: https://t.co/nqjmAtLAND)

This is a what I’d call a funny tale about how you never know how things are going to circle back:
(Long thread warning, but I think it's worth it)
1/?

My childhood was messed up. My mother was an abusive alcoholic and mentally ill. In 1995 when I was 12 years old, my parent's split. Originally the courts stated I had to stay with my mother, which I believe was the court's default decision at that point. 2/?

Truth be told, is usually the best choice for a child, just not in my case.
For my own safety I eventually ran away from her to live with my dad. I left behind my dog (who was also 12), and my three cats (Rocky 8, Jewel 10, and Scamper 12 years old). 3/?

After about a year of fighting in family court, my father was given full custody of me. I never spoke to my mother again.

My dad, being an electrician, would come home from work after particularly hard days and jokingly say, "Just don't work in electrical Bernie." 4/?

As a kid I didn't fully understand he was joking, so I took it to heart. I had a natural talent for the sciences and math, so I studied Physics and Math at Dalhousie University before switching to Marketing and Statistical Analysis at Saint Mary's University.
5/?

the strange reality of strict calvinism is that it makes a mockery of God's claims to hate, abhort, or even be theoretically opposed to evil

the calvinist solution to the problem of evil, which I have *literally heard from the lips of a faithful well-catechized Presbyterian* is, "well, all that happens is God's will, and to do His will is to manifest goodness, and goodness gives God joy, so God must rejoice in evil"

The hypothetical I gave was, "Suppose that there was a city of Christians, and a bomber flew over the city, and the guy at the controls tripped and accidentally armed and dropped a bomb, and wiped out the city: is that God's will? What does God think of that?"

His answer in addition to the above cited the Flood, Soddom, and Nineveh.

Because we all know that God's response to the Flood was, "I REALLY liked that, it was AWESOME, it satisfied my will and purposes to obliterate my creation!"

Once you have drunk the "but muh sovrintee" Kool-Aid you cannot escape the argument that literally everything that happens is not just God's will in some philosophical sense, but His will in the sense of "things that bring him pleasure."