BC HEALTH

Saved by @CodyyyGardner

Smart Sync Services
@SmartSyncServ 5 years, 8 months ago 970 views

Save to PDF Share See On Twitter

Syngene & CRAMS are synonymous in the Indian stock market today.

From Early Discovery to Commercial Supply

NMEs cater to

~Pharmaceutical
~Biotechnology,
~Nutrition
~Animal health
~Consumer goods
~Speciality chemical

In this thread, let’s deep dive into their FY20 AR

1/
Syngene works with clients from around the world to find solutions to their research, development, and manufacturing challenges for small and large molecules while improving productivity, speeding up time-to-market, and lowering the cost of innovation.

Syngene At a Glance

2/

Plans

~Capacity Addition
~Capacity Expansion
~Partnering for Success

Vision: “To be a world-class partner delivering innovative scientific solutions”

3/

Kiran Mazumdar Shaw, Chairperson’s Message

4/

Jonathan Hunt, MD & CEO’s message

5/

Business Divisions

~Discover Services
~Development Services
~Manufacturing Services
~Dedicated R&D Centers

6/

~Industries Covered

~Client Footprint

7/

Operational Performance

8/

Syngene’s Journey in a Snapshot

9/

Milestones Achieved from 2016-20

10/

~Healthcare CRO market: Type estimates & trend analysis

~Dose CMO market size by revenue, 2009-2018

~Proportion of Top 10 best-selling drugs that are biologic drugs

11/

~Value Creation Model

~Services

~Partnering Model

Fee for Services
Full-Time Equivalent
Dedicated Centers

12/

Strategic Priorities

~Capture the opportunity in biopharmaceuticals

~Foster continuous improvement

~Deliver added value from integrated discovery and development projects

13/

Business Review:

~Discovery Services
~Development Services
~Dedicated R&D Centers
~Manufacturing Services

If after ARs & concalls you are hungry for more:

~Check tweets of @unseenvalue & @punitbansal14
~Watch the video and blog by @ishmohit1 & his team at @soicfinance
~Check out @AnishA_Moonka on Biologics @JstInvestments

And do wait for our 5 Min Stock Idea

Coming Soon!🙂

More from Smart Sync Services

Smart Sync Services
@SmartSyncServ

Some lovely quotes from the book, “Alchemy: The Dark Art and Curious Science of Creating Magic in Brands” by Rory Sutherland.

If you read them, you will not be able to stop yourself from buying the book and read it.

A thread!

Here you go

1. The economy is not a machine – it is a highly complex system. Machines don’t allow for magic, but complex systems do. Engineering doesn’t allow for magic. Psychology does.

2. When you demand logic, you pay a hidden price: you destroy magic.

3. The human mind does not run on logic any more than a horse runs on petrol.

4. Human behaviour is an enigma. Learn to crack the code.

5. To avoid stupid mistakes, learn to be slightly silly.

6. More data leads to better decisions. Except when it doesn’t.

7. Being slightly bonkers can be a good negotiating strategy: being rational means you are predictable, and being predictable makes you weak.

8. We could never have evolved to be rational – it makes you weak.

9. If you are wholly predictable, people learn to hack you.

10. The record of science in some ways casts doubt on a scientific approach to problem-solving.

11. Be careful before calling something nonsense.

12. The opposite of a good idea can also be a good idea.

SmartSyncServices.com
@SmartSyncServ

Q1FY22 Result & Investor Concall Notes

PI Industries

Advertisement

Smart Sync Services
@SmartSyncServ

AR20-21 Notes

Tata Elxsi

Design Digital

Helping Enterprises Re-imagine Products & Services

Simplifying Technological Complexity

Retweet to help more Investors read AR.🙂

1/

Message From the Chairman

~Strong Operating Performance
~Diversify-Geopolitical & Currency Risk mitigated
~Ranked in the leadership zone of Zinnov Zones 2020 Report

2/

DESIGN DIGITAL

~Industrial Design & Visualization
~Healthcare
~Media Broadcast & Communications
~Transportation
~System Integration

3/

Notes from MDA

~IT Sector- 8% of GDP, 52% of Services Exported
~Capex budgets diverted to IT & digitalization
~Disturbance in Automotive Industries
~Global Auto demand is going to increase but at a slow pace

4/

Notes from MDA

~Media & Communication -1 of the few sectors that did well in pandemic
~5G adoption faster due to pandemic
~Inflection point for digital transformation in healthcare

SmartSyncServices.com
@SmartSyncServ

AR20-21 Notes

Praj Industries

India’s Leader in Bio-Fuel Technology

Put on your helmets & Enjoy the ride 🙂

Retweet for wider reach 🙏

1/ Current Achievements

2/ Chairman’s Message

~Ethanol Demand to rise from Govt push for 20% ethanol blending by 2025
~Launched BioPrism tech portfolio for producing bio-based Renewable Materials
~Identified growth areas like Bioplastics, Lignin products, specialty
chemicals, & others

3/ CEO & MD’s Note

~Praj continues to dominate the bioenergy sector in India
~Engg Business saw good unique opportunities
~Delivered Solutions as part of critical vaccine supply chain

4/ Technologies introduced under Biomobility Platform in FY21 provided

~Reduced water requirement
~Enhanced plant capacity
~Increased ethanol yield
~Reduction in emissions
~Pharma Grade Ethanol
~Production of Compressed Biogas from agri-residues and pressmud

Smart Sync Services
@SmartSyncServ

Financials are strange businesses. On a sale, money goes out from the pocket rather than coming in.

Growth comes first. NPA comes later.

Aavas Financiers says: “What Kills Others Makes Me Strong”

Buckle yourself up as we’ll take you through the 19-20 AR

1/

Challenges for Aavas:

~People, Process & Branch intensive
~Caters to Tier2 to Tier 6 towns
~Underwriting difficult
-Lack of docs
-No CIBIL records
-Mostly catering to EWS and LIG category

Now let’s run past the AR to find the cues to their success

2/

Aavas Financiers

A Fast-growing Small Housing Finance Company in a Large Growing Housing Finance Market in India

A Fast-growing Small Fish in a Large Growing Pond

3/

~The Chairman
~The CEO
~The CFO

See what they say

4/

~Strategic Objectives
~Credit Risk Appraisal Framework
~How Aavas is Being Different

More from Health

matthew remski
@matthewremski

A staple of anti-lockdown conspiracism in yoga/wellness is that public health measures are oppressive, authoritarian, and stifling what it means to be human. Masks suppress identity and speech. Vaccines assault the sovereign body. Influencers must rise up against tyranny! /1

Ironically, pandemic management in economies where yoga/wellness is lucrative has been a neoliberal, choose-your-own-adventure mess in which centre-right governments barter with public health to enact a patchwork of half-measures that punish the poor and marginalized. /2

The goal is not universal health rights, or protecting medical systems, or saving as many lives as possible. The goal is to return to business-as-usual, using public health as a pit stop on a productivity race off a cliff. The ice caps aren’t melting fast enough, I guess. /3

Right-leaning governments, like influencers, have assessed the COVID threat with the magical bias of limitless optimism. Then they work to normalize COVID casualties as a new cost of doing business. *This* is what alt-healthers and Qamoms call “socialist”, or “communist”. /4

Centre-right governments and wellness influencers share a goal: get back to the optimism of making productivity heroic and consumption virtuous, without any reflection on structural issues of injustice, or what universal health care funding and standards would look like. /5

Dr. Adam H. Domby
@AdamHDomby

Now you know I love to sh-t in Harvard. But I also like accuracy. So I decided to go look at Harvard’s catalog to see its lack of military history that this article describes (they only teach history of pets it claims) and what I found shocked me! Shocked me! A thread: 1/

\u201cMilitary history\u201d is only in decline if you\u2014like the author & experts in this obnoxious piece\u2014see the subject as a narrowly defined, white dude-oriented, guns & bayonets approach. The field is 1000% better off w/today\u2019s diversity of topics & historians. https://t.co/dUf3OWyVpQ
— Jonathan S. Jones (@_jonathansjones) February 1, 2021

First off, Harvard students literally have multiple sections of military history that they can take listed. (It appears these ones are taught at MIT, so they might have to walk down the street for these) but... 2/

Say they want to stay on campus...they can only take numerous classes on war and diplomacy...3/

They have an entire class on Yalta. That’s right. An entire class on Yalta. 4/

But wait! There is more! They can take the British Empire, The Fall of the Roman Empire for those wanting traditional topics... 5/

Advertisement

Ted Petrou
@TedPetrou

I gave masks the benefit of the doubt in the spring/summer of 2020. I have since changed my mind and see no scenario where it makes sense to wear them in public.

Even if they provided 100% protection, I believe masks to be harmful. An explanation below 👇👇👇

Let's say masks provide 100% protection to both the wearer and others (perhaps non-masked individuals) in close proximity. This is perhaps the worst scenario.

The immune system requires a consistent influx of both microbes and viruses to remain trained.

Halting the exposure to microbes and viruses is extremely harmful in the long run and leaves you exposed to enormous risk in the future.

Without training, you will become susceptible to even weaker microbes that your immune system would have normally handled with ease.

This is no different than laying in bed for a prolonged period of time. Walking up stairs, an activity that normally would not be a challenge, would all of a sudden become difficult.

Your immune system would slowly degrade similarly not able to complete previous tasks.

This is particularly harmful to children who's immune systems do not have the training of adults and would leave them more vulnerable. Children have the most life to lose so it harms them the most.

lazy perfectionist
@kazADHD

is ADHD a mental illness ?

a thread

ADHD is a neurodevelopmental disorder - people with it are born with it and it cannot be altered because it's part of their brain structure and is seen on brain scans. ADHD is also linked to premature births and hypothyroidism during pregnancy, among other things

from the WHO website: "neurodevelopmental disorders are disabilities in the functioning of the brain that can affect behaviour, memory and/or ability to learn."

neurodevelopmental disorders are not caused by external/environmental factors. you cannot *develop* these conditions

mental illness is a general term for a health problem that significantly affects how someone feels/thinks/behaves. mental illnesses cause suffering to those who experience them, as well as often their loved ones. ADHD does not directly cause suffering.

neurodevelopmental disorders are not mental illnesses. ADHD however, does make it more likely for a person to experience mental illness. ADHD can cause dysfunction and stress, but more often than not this comes from lack of accommodation rather than the symptoms themselves.

Tamar Haspel
@TamarHaspel

Let’s talk about ORGANIC.

Robert Paarlberg’s new book on the food system is out today, and here’s an excerpt.

He’s not a fan of organic, and he makes some good points but misses others.

Here we go.

Organic's biggest shortcoming is that you need more land to grow the same amount of food.

The yield penalty happens in almost every crop, in almost every study.

The gap could narrow with more research/varieties, but it won’t go away.

This has big, bad climate implications.

The second issue I have with organic, which Paarlberg shares, is that its basic criterion is naturalness.

Natural doesn’t mean safe, or even safer. A farming standard based on it forces farmers to sometimes use more dangerous, less effective tools.

On human health, there’s scant evidence that pesticide residues on conventional produce are harmful to consumers (though it’s possible farmworkers could be at risk).

What I don’t want is for folks who can’t afford organic to worry about feeding their kids conventional produce.

On the plus side, Paarlberg acknowledges that the organic standard has some real advantages for animal welfare.

This is why I buy organic animal products.

Many in the organic world would like more regs ensuring animals have decent lives.

You May Also Like

$V\u0936\u0941\u0926\u094d\u0927\u093f$

Vशुद्धि...
@V_Shuddhi

The first ever world map was sketched thousands of years ago by Indian saint
“Ramanujacharya” who simply translated the following verse from Mahabharat and gave the world its real face

In Mahabharat,it is described how 'Maharishi Ved Vyasa' gave away his divine vision to Sanjay

Dhritarashtra's charioteer so that he could describe him the events of the upcoming war.

But, even before questions of war could begin, Dhritarashtra asked him to describe how the world looks like from space.

This is how he described the face of the world:

सुदर्शनं प्रवक्ष्यामि द्वीपं तु कुरुनन्दन। परिमण्डलो महाराज द्वीपोऽसौ चक्रसंस्थितः॥
यथा हि पुरुषः पश्येदादर्शे मुखमात्मनः। एवं सुदर्शनद्वीपो दृश्यते चन्द्रमण्डले॥ द्विरंशे पिप्पलस्तत्र द्विरंशे च शशो महान्।

—वेद व्यास, भीष्म पर्व, महाभारत

Meaning:-

हे कुरुनन्दन ! सुदर्शन नामक यह द्वीप चक्र की भाँति गोलाकार स्थित है, जैसे पुरुष दर्पण में अपना मुख देखता है, उसी प्रकार यह द्वीप चन्द्रमण्डल में दिखायी देता है। इसके दो अंशो मे पीपल और दो अंशो मे विशाल शश (खरगोश) दिखायी देता है।

Meaning: "Just like a man sees his face in the mirror, so does the Earth appears in the Universe. In the first part you see leaves of the Peepal Tree, and in the next part you see a Rabbit."

Based on this shloka, Saint Ramanujacharya sketched out the map, but the world laughed

Patrick McKenzie
@patio11

So the cryptocurrency industry has basically two products, one which is relatively benign and doesn't have product market fit, and one which is malignant and does. The industry has a weird superposition of understanding this fact and (strategically?) not understanding it.

If everyone was holding bitcoin on the old x86 in their parents basement, we would be finding a price bottom. The problem is the risk is all pooled at a few brokerages and a network of rotten exchanges with counter party risk that makes AIG circa 2008 look like a good credit.
— Greg Wester (@gwestr) November 25, 2018

The benign product is sovereign programmable money, which is historically a niche interest of folks with a relatively clustered set of beliefs about the state, the literary merit of Snow Crash, and the utility of gold to the modern economy.

This product has narrow appeal and, accordingly, is worth about as much as everything else on a 486 sitting in someone's basement is worth.

The other product is investment scams, which have approximately the best product market fit of anything produced by humans. In no age, in no country, in no city, at no level of sophistication do people consistently say "Actually I would prefer not to get money for nothing."

This product needs the exchanges like they need oxygen, because the value of it is directly tied to having payment rails to move real currency into the ecosystem and some jurisdictional and regulatory legerdemain to stay one step ahead of the banhammer.

Advertisement

$Anu Satheesh \U0001f1ee\U0001f1f3$

Anu Satheesh 🇮🇳...
@AnuSatheesh5

Chennimalai Murugan Kovil
#Erode
#TamilNaduTemples 🚩

Chennimalai Murugan Temple is located near Perunthurai in Erode District. Murugan is worshipped here as Dandayudapani. Temple is situated on the banks of Noyyal river also called Kanchima Nadhi. Temple is situated in a hill

Sthala Puranam says that, there lived a Landlord who had many cows in his farm. One among them was a Black Cow, which didn't give milk. Land lord observed that evening time, when all the cows came back after grazing, this cow used to go to a particular spot and gave all the milk

by itself. He decided to dig the spot where the cow gave its milk

On digging a beautiful Vigraham of Murugan was found, but lower portion was very rough. So he called a great sculptor to soften it. Everyone was shocked to see that on the first chisel the vigraham bleeded.

Land lord realized that Murugan wanted the Vigraham the way it was.

Thus Prathishta was done on Chennimalai hill. It is believed that Sivalaya Chola got relieved from his Brahmahatti Dosha here. Kanda Shasti Kavacham was first offered here.

Muruganukku Haro Hara
🙏🕉🙏

$ArmaniTalks \U0001f399\U0001f525$

ArmaniTalks 🎙🔥...
@ArmaniTalks

Make them irrelevant > Hold a grudge

Holding a grudge is the easy thing to do.

But holding a grudge is not the right thing to do.

A grudge puts poison in your body & rewires your subconscious mind.

You consume the poison & destroy your reality while your attacker sleeps like a baby.

Jaya_Upadhyaya
@Jayalko1

ARULMIGU SRI PARTHASARATHY SWAMY KSHETRAM, CHENNAI (TN)

Divya Desha where Perumal appears with moustache of a Sarathi (charioteer) to conduct Arjun’s Rath in Kurukshetra war.
Here, Venkatkrishna-Parthasarthy is present with his entire family.

He is flanked by Sri Rukmini, Sri Balarama, Satyaki, son Pradyumn and grandson Anirudha.
It is said that on the request of Raja Sumathirajan, Sri Perumal appeared and stayed here as Arjun’s charioteer (Partha-sarathi).

He is without chakra as he had promised not to wield weapons in Mahabharata war.
The face has scars caused by Bhishma’s arrows on Arjun. Prabhu took the arrows on himself to protect Arjun.

The Naivedyam offered here does not have spices. Ghee is used in it to cure Prabhu’s wounds. Sarkarai Pongal is famous here.

It is said that Rishi Bhrigu found Devi Lakshmi (as Vedvalli) in Alli flower in the mandir pushkarini. Later, Sri Ranganatha came here to marry her.