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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!🙂

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SmartSyncServices.com
@SmartSyncServ

Mega Thread: Jan-Jun 2021

26 Weeks, 26 Ideas, 26 Tweets

Days Gone 180. Efforts 360

CREDIT ACCESS GRAMEEN

NIPPON LIFE INDIA ASSET MANAGEMENT

HEIDELBERG CEMENT INDIA

SmartSyncServices.com
@SmartSyncServ

Q1FY22 Result & Investor Concall Notes

PI Industries

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SmartSyncServices.com
@SmartSyncServ

Those who are interested in IEX should read this.

While the market size may grow a lot in the next decade, the government policy risk still stays.

Pic 1: PTC Q4FY21 call

Pic 2: PTC Q1FY22 call

https://t.co/eImnTNEZeX

Long term investing is a peaceful & slow way of creating wealth.And sometime luck plays its role too.

When we researched IEX in 2019 & recommended investors to buy in Mar 2020, we never anticipated such high growth & 470%+ rise in 1.5 Yrs.@MashraniVivek https://t.co/qZIdI10ybc pic.twitter.com/v4UYa6fRyn
— SmartSyncServices.com (@SmartSyncServ) September 1, 2021

SmartSyncServices.com
@SmartSyncServ

5 MIN STOCK IDEA

PRAJ INDUSTRIES

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

$Starks\u262a\ufe0f\U0001f1f9\U0001f1e9$

Starks☪️🇹🇩...
@MegaIntelIect

Thread on how atheism leads to mental retardation (backed with medical citations🧵💉)

To start with, atheism is an unnatural self-contradicting doctrine.

Medical terminology proves that human beings are naturally pre-disposed to believe in God. Oxford scientists assert that people are "born believers".

https://t.co/kE0Fi588yn
https://t.co/OqyXcGIMJn

It should be known that atheism could never produce an intelligently-functioning society and neither ever will.

Contrastingly, Islam produced several intellectuals & polymaths, was on the forefront of scientific development, boasting 100% literacy

If the Muslim world had not existed, there literally would be no technology/achievements today.

Science only developed because of Islam, Europe should be grateful to Islam for civilizing their barbaric cult.

Source: The Caliph's Splendor, Pg 204-05 https://t.co/HVypO52Tpc pic.twitter.com/00jYSbaDSs
— Starks\u262a\ufe0f\U0001f1f9\U0001f1e9 (@MegaIntelIect) January 8, 2021

It is also scientifically proven that atheism led to lesser scientific curiosity and scientific frauds, which is also why atheists incline to pseudo-science.

Whereas, religion in general and Islam in particular boosted education.

https://t.co/19Onc84u3g

Atheists are also likely to affected by pervasive mental and developmental disorders like high-functioning autism.

Cognitive Scientists and renowned Neurologists found that more atheism is leads to greater autism.

https://t.co/zRjEyFoX3P

Ottawa Public Health
@OttawaHealth

THIS IS A CATCHY & ATTENTION-GRABBING TITLE

Today, the Province will likely announce what zone of the reopening framework we'll shift into as of Tuesday. Whatever is announced, though, doesn't change what we need to do. Why?

Kindly read these 14 tweets & we'll tell you. (1/14)

Fun fact: COVID-19 does not follow us on Twitter. COVID doesn't know, or particularly care, if we're in the Red or Orange zone.

The behaviours of the virus do not depend on the current ‘zone’ of public health restrictions. And, to be perfectly candid, neither should ours. (2/14)

Once upon a time we used to say #WeAreInThisTogether in our messaging. Here's the thing: we are, but we aren't. Not everyone is experiencing this pandemic the same.

Nurses, doctors, paramedics & healthcare workers have experienced things much differently than most of us. (3/14)

Some people have been home & isolated for months, while others haven't been able to stop working.

Business owners & hospitality workers have been on a rollercoaster of openings & closures.

Students, parents, teachers & school staff have had to adapt to going from online (4/14)

to in-person learning (and back again) numerous times.
And this virus has disproportionately affected some groups more than others.

But there's the thing: while our experiences of this pandemic haven't been shared, we do have a shared goal.

And we can reach it together. (5/14)

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Tony Breu
@tony_breu

1/16
Why do B12 and folate deficiencies lead to HUGE red blood cells?

And, if the issue is DNA synthesis, why are red blood cells (which don't have DNA) the key cell line affected?

For answers, we'll have to go back a few billion years.

2/
RNA came first. Then, ~3-4 billion years ago, DNA emerged.

Among their differences:
🔹RNA contains uracil
🔹DNA contains thymine

But why does DNA contains thymine (T) instead of uracil (U)?

https://t.co/XlxT6cLLXg

3/
🔑Cytosine (C) can undergo spontaneous deamination to uracil (U).

In the RNA world, this meant that U could appear intensionally or unintentionally. This is clearly problematic. How can you repair RNA when you can't tell if something is an error?

https://t.co/bIZGviHBUc

4/
DNA's use of T instead of U means that spontaneous C → U deamination can be corrected without worry that an intentional U is being removed.

DNA requires greater stability than RNA so the transition to a thymine-based structure was beneficial.

https://t.co/bIZGviHBUc

5/
Let's return to megaloblastic anemia secondary to B12 or folate deficiency.

When either is severely deficient deoxythymidine monophosphate (dTMP*) production is hindered. With less dTMP, DNA synthesis is abnormal.

[*Note: thymine is the base in dTMP]

https://t.co/AnDUtKkbZh

Hugh Alderwick
@hughalderwick

New NHS reforms announced today. Seems to be a story of two parts, plus a missing character. Quick thoughts (1/):

Part 1 of the story is a set of technical fixes wanted by NHS leaders to encourage collaboration in the health system. The direction here makes sense—and fits with what the NHS has been doing for ages. Competition is (mostly) out; collaboration is in: good (2/)

And the need for legal changes to tidy the mess left by Lansley’s 2012 Act has long been recognized. But... (3/)

The benefits of integration are often way overstated, and the risk of reorganizations underplayed. In its first 30 years, the NHS’s structure was relatively stable. But over the past 30, the NHS in England has been on an almost constant treadmill of reform and reorganization (4/)

Overall, evidence suggests that previous reorganizations have delivered little measurable benefit. They can also distract and disrupt, depending on how they’re done. The list of other things for the NHS to be doing during and after the pandemic is very long. So be cautious (5/)

Kate Allen
@katecallen

ICYMI, public health officials fear community transmission of B.1.1.7 (the "UK variant") is underway in Ontario.

I'll dissect each piece of worrying news from this story.

1. Simcoe Muskoka has so far reported 3 positive tests in individuals *with no known links* to the massive B.1.1.7 outbreak at Roberta Place LTC.

Two of those are linked to separate outbreaks of their own (a different LTC and a mental health hospital). Testing underway.

2. Of the 225 cases at Roberta Place, 100+ are confirmed or preliminary + for B.1.1.7.

42 household contacts of ppl linked to the outbreak are also COVID+. Public health unit is worried about keeping cases (which are all likely B.1.1.7) from rippling further into the community.

3. A case in Kingston area who tested positive for COVID "several weeks ago" was just discovered to be B.1.1.7. That person travelled to Simcoe Muskoka, but had not travelled internationally, according to the local health unit.

4. Overall, Public Health Ontario counts 47 B.1.1.7 cases as of yesterday -- these are only the ones confirmed thru full genome sequencing. Preliminary screening tests not included (yesterday's 99 in Simcoe Muskoka, for example).

Here's a breakdown by health unit courtesy PHO:

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sriram
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'Treasure Gods' - Sangha Nidhi' and 'Padma Nidhi', Tirumala, Tirupati.

------------------------------------

These are the two guards guarding the Wealth and Treasure of Lord Sri Venkateswara.

They are representatives of two treasures of Kubera, the God of Wealth.

One guard who is holding shangam (conch) on both the hands is known as Shanka Nidhi ('nidhi' means wealth).

On the other side, the guard who is holding Lotus flowers on both the hands is known as Padma nidhi.

Shangu is from the ocean which includes all types of wealth like pearls and corals.

Why shagam in his hand? Because shangam only gives the sound of 'omkaram'.

'Padmam' is the symbol of water sources in land like river, lakes, tanks etc. which is very important for all living beings.

As per the tradition, these guards are installed at the third entrance of the temple.

One enters the holy shrine after saluting the first protection threshold - Sankha Nidhi and Padma Nidhi.

Delilah S. Dawson
@DelilahSDawson

So here is a secret: Not everything I write goes anywhere. I have at least 4 books completely written and edited that never went on submission. I have books that stalled out at 20k. I have docs on my computer with opening paragraphs I don't remember writing. But! 1/

Every now and then an idea sticks with me like that corner of tortilla chip that just won't go down your throat. It happened with SPARROWHAWK, which began as 40k of a YA story, died, and was reborn as a comic, thanks to @christopher_j_r and @boomstudios. And now... 2/

It's happening with THE WILLOWS, a short story that you'll see in @UncannyMagazine next year. This Southern Gothic horror story began as an attempt to sell my next Romance to @AbZurdity after the Blud books in 2014 or so. And she didn't buy it. Guess why? 3/

Turns out, it wasn't a Romance! It was Southern Gothic Horror. Even the bones of it screamed strangeness, not sexiness. I loved the taste of the world, but I hadn't found the right story yet. Tried to write it 2 more times and failed. Until I finally understood what it was. 4/

So I took the 50 pages I'd written and cut half of them, twisting the story around from a gothy Romance inspired by the band the Civil Wars and turned it into a spooky descent into madness. And it looked back at me from the abyss as if to say, DUH. Sometimes... 5/

Anu Satheesh
@AnuSatheesh5

Guruvayur Sri Krishna & Coconut with Horns.
#Krishnaleela
#Bhakthi
🕉
We’ve all grown up listening to stories of Shri Krishna. This one is a famous story of Shri Krishna in Guruvayur Temple, also called Dakshina Dwaraka.

There lived a villager who planted coconut saplings and had promised that he would offer the 'first coconut' from each of his coconut trees to "Guruvayurappan". When the trees started to yield coconuts, he collected the first coconut from all the trees in a sack 👇

and set forth to Guruvayur.

On the way he was stopped by a robber who asked all the items in the sack. The villager told the robber that the coconuts in the sack belonged to Guruvayurappan and so he was unable to hand it over.
@SriramKannan77 @Jayalko1

The robber with anger asked the villager "Is Guruvaurappan's coconut any different? Does it have horns ?".
Saying so the robber pulled the sack forcefully out of the villager's hand, and coconuts came out..👇

To their astonishment each and every coconut in the sack had horns! Even today, the coconut with horns are displayed in the temple for devotees to see.

Below Picture is not original, as we cannot take photos inside temple.
Hare Krishna
Guruvayurappa
🕉🕉🕉🕉🕉
Shubham