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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

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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

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Plans

~Capacity Addition
~Capacity Expansion
~Partnering for Success

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

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Kiran Mazumdar Shaw, Chairperson’s Message

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Jonathan Hunt, MD & CEO’s message

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Business Divisions

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

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~Industries Covered

~Client Footprint

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Operational Performance

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Syngene’s Journey in a Snapshot

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Milestones Achieved from 2016-20

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~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

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~Value Creation Model

~Services

~Partnering Model

Fee for Services
Full-Time Equivalent
Dedicated Centers

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Strategic Priorities

~Capture the opportunity in biopharmaceuticals

~Foster continuous improvement

~Deliver added value from integrated discovery and development projects

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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

Q1FY22 Result & Investor Concall Notes

IRCTC

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

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DESIGN DIGITAL

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

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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

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Smart Sync Services
@SmartSyncServ

Indian Energy Exchange, like a toll bridge, connects power generators with power consumers & distributors. The alternative to IEX like alternatives to toll bridges is more expensive bilateral agreements.

Fasten your seatbelts as we’ll take you through the 19-20 AR of IEX.

1/

Megatrends for Energy

~Decarbonization
~Decentralization
~Digitization
~Democratization

2/
Transformation in the energy sector
~Benchmark prices for all electricity transactions
~Transparent mechanism for price discovery
~High liquidity on exchange to ensure the lowest cost and assured supply

3/
Key points
~Customer Centricity driven by intuitive, secure, & responsive design
~Efficiency through efficient matching algorithms, automation, & low latency
~State-of-the-Art analytics-based solutions that are future-ready.

4/

IGX
~ Launched on 15th June 2020
~ India’s 1st nation-wide automated gas trading platform
~ Govt plans to increase the share of natural gas from 6% to 15% by 2022
~Enabler in making India transition towards a gas-based economy.

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

Q4FY21 Concall Notes

All in One document

168 Pages

56 Companies

18 Sectors

100+ Hours

Hit Retweet & Let's Learn Together

Businesses Covered:

~AAVAS FINANCIERS
~AMBER ENTERPRISES
~ANGEL BROKING
~APCOTEX
~AU SMALL FINANCE BANK
~BAJAJ AUTO
~BAJAJ FINANCE
~BANDHAN BANK
~BALKRISHNA INDUSTRIES
~BLUE STAR
~BSE LTD
~CCL PRODUCTS
~CREDIT ACCESS GRAMEEN
~CRISIL
~CUPID LTD
~DIVI’S LABS
~DIXON TECHNOLOGIES

~EICHER MOTORS
~GALAXY SURFACTANTS
~HDFC AMC
~HDFC BANK
~HDFC LIFE
~HEIDELBERG CEMENT INDIA
~HESTER BIOSCIENCES
~ICICI PRUDENTIAL LIFE
~INDIAN ENERGY EXCHANGE
~INTELLECT DESIGN ARENA
~IRCTC LTD
~ITC LTD
~JYOTHY LABS
~KNR CONSTRUCTIONS
~KOTAK MAHINDRA BANK
~KRBL LTD
~L&T INFOTECH

~MANAPPURAM
~MARICO
~MAYUR UNIQUOTERS
~MHRIL
~NIPPON LIFE AM
~PERSISTENT SYSTEMS
~PI INDUSTRIES
~PIRAMAL ENTERPRISES
~RAMCO SYSTEMS
~STERLITE TECHNOLOGIES
~STOVE KRAFT
~SUDARSHAN CHEMICALS
~SYNGENE
~TATA CONSUMER PRODUCTS
~TATA ELXSI
~THOMAS COOK

~UJJIVAN SMALL FINANCE BANK
~ULTRATECH CEMENT
~VAIBHAV GLOBAL
~VARUN BEVERAGES
~VIP INDUSTRIES
~WONDERLA HOLIDAYS

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$Starks\u262a\ufe0f\U0001f1f9\U0001f1e9$

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

Buku Renal
@BukuRenal

“Should I give them more fluid?”

Extremely common question during AKI referrals from junior docs.

⛔️ Fluid management is tricky, often misunderstood, & can cause huge iatrogenic harm ⛔️

We try to convey important principles in THREAD 👇

#tipsfornewdocs #medtwitter #tweetorial

Currently too often patients with high creatinine are given too much IV fluid, driven by an AKI ➡️ fluid reflex

We’ve seen 7 litres be given in one shift.

Medics & surgeons, juniors & seniors, it seems everyone loves to reach for extra IV fluid (especially if urine output poor)

Why does huge volume IV fluid ‘resuscitation’ consistently occur?

Lots of reasons, including FALSE beliefs:
🛑 IV fluid always “treats AKI”
🛑 Hypotension = hypovolaemia
🛑 Lactate >2 means fluid deficiency
🛑 Septic patients are very hypovolaemic

The rule with IV fluids and AKI is to remember this 5 word phrase:

💥 💥 Aim for euvolaemia, then stop💥 💥

Fluid status is like Goldilocks - hypovolaemia is bad for the kidneys BUT excess volume is also harmful for renal function and will cause other complications too.

It is easy to say “target euvolaemia” - but we agree it is more difficult to do!

Fluid status assessment is certainly made harder by a belief that we must only rely on a snapshot assessment of examination features which are NOT specific / sensitive / reliable to elicit like.…

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James Salazar
@JamesSalazarMD

In medicine, reckoning with racism includes reappraising the very syntax we use every day. Proud to add my voice w/ @J_Ikeme and @RWGrantMD in this @JAMAInternMed pub addressing:

Does race/ethnicity belong in the first line of the patient

Some background: I’ve struggled with this question since early in medical school

Medical syntax is designed to communicate information in a predictable sequence with key elements prioritized to facilitate efficient communication and formation of an assessment and plan

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From preclinical lectures to Qbank questions to clerkship rotations, race/ethnicity was often prioritized in the same sentence as age + gender.

I grew accustomed to reading/hearing: a 70-year-old Black man w/ history of x, a 50-year-old Hispanic woman presented w/ y.

3/

However, when it came time for me to use race/ethnicity, there was always tension. Race/ethnicity are self/socially-ascribed identities that in clinical practice are almost always assumed by providers based on appearance. I was also concerned about the potential for bias

4/

I wondered how my own care would be impacted or not impacted by my ethnicity (Hispanic) – I have light skin so I’m not sure if my doctors would even identify me as such – but how would my care be different if I was presented as a 30-year-old Hispanic male?

5/

Pete Wharmby
@commaficionado

Autistic behaviours that are generally discriminated against, despite being harmless and just how we are.

A thread🧵

1. Stimming - repetitive physical movement to help regulate our stress levels. They feel nice and are really helpful but people seem to hate to see it. #autism

2. No eye contact. We generally find this too intimate and intense, and will avoid. It can even cause pain if forced. But people don't trust us even though we inform them we're autistic. #autism

3. Sitting in 'odd' positions. We're often very bendable - remember Ehlers-Danlos syndrome is a common comorbidity - and loads of feel more comfortable in slightly contorted positions. People always comment 'you can't be comfy like that'.

Yes. Yes I can. #autism

4. Stammering when excited. We can get so passionate about some subjects that we struggle to get the words out as they all get caught in the annoying bottleneck of actually having to leave our mouths. But it irritates people, makes them assume we're somehow lesser. #autism

Chris Yiu
@clry2

I think that, in the face of an ongoing global health emergency and a pressing need to reopen safely, some form of health pass is a reasonable option to consider. But debate is a good thing, so here are some brief thoughts on various concerns I've heard about them... [thread]

"A health pass discriminates against people who have refused the vaccine." No. A health pass should also support proof of test result for people who haven't been vaccinated, and exemptions for people who cannot be vaccinated (get vaccinated if you can though, for heaven's sake).

"A health pass is an invasion of privacy." No. A health pass should be privacy preserving, allowing you to prove your status to third parties without giving away personal data or letting them track you without your permission.

"A health pass is unfair to people without smartphones." No. A health pass should accommodate people without a smartphone, e.g. with a printable option as a fall-back (though for most of us, carrying a digital pass on our phone will be much more convenient).

"A health pass will become obsolete as the virus mutates." No. A health pass should actually give us more insight and flexibility to adjust our response as our knowledge of the virus, and the ways we test / treat / vaccinate for it, increases.

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Ramsay Rippers 🍔...
@RamsayRippers

🧵EMA + VWAP STRATEGY

Every trader has a go-to strategy that works best for them. My trading is all about keeping it simple stupid and revolves around two indicators - Exponential moving averages and vwap.

Here's the strategy that I utilize on nearly 80% of my trades.

👇

What are Exponential Moving Averages?

EMA's are a type of moving average that places a greater weight on more recent data points.

8EMA = Exponential Moving Averages of the last 8 candle closing prices.

EMA's adjust with respect to chart time frame.

What is VWAP?

Volume Weighted Average Price - A key intraday indicator in my trading that offers the true average price based on price & volume.

Calculation: (Price x # of shares traded) / total shares traded

EMA's I use

- 8
- 21
- 50

While I do utilize the 50EMA, the 8 & 21 EMA are most important for this strategy. Some people use the 9 and 20 which are essentially the same thing. REMEMBER: EMA'S adjust with respect to time frames.

A+ Set Up Criteria - (What I look for)

WORLD OF SANATAN DHARM...
@world_sanatan

MINUTE DETAILS ABOUT THE ATTACK ON SHAISTA KHAN AT LAL MAHAL

Remarkable Commando op

A long 🧵 but worth your time

Aurangzeb sent his maternal uncle Shaista Khan with powerful army over 1,50,000 on the request of Badibegum Sahiba, Adilshahi sultanate

1/

Shaista Khan entered Deccan to kill Chhatrapati Shivaji Maharaj & to destroy his empire. Shahista Khan captured a lot of province and fort of Chakan near Pune.

2/

Till 3 years he gave lot of troubles to the subjects of Chhatrapati Shivaji Maharaj and he personally made Lal Mahal his destination to live at , which was the property of Chhatrapati Shivaji Maharaj . Lal Mahal, where Chhatrapati Shivaji Maharaj spent his childhood.

3/

1. In the April 1663 Chhatrapati Shivaji Maharaj personally made a surprise attack on Shahista Khan in the Lal Mahal Pune.

2. Chhatrapati Shivaji Maharaj attacked with 300 soldiers at the midnight while Lal Mahal had strong security of 1.5 lac soldiers for Shahista Khan.

4/

3. He entered in Pune, he made a drama of wedding ceremony to enter in Pune near Lal Mahal.

4. During the night they made big hole at the wall of Lal Mahal and entered into the palace.

5/

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Seth Abramson
@SethAbramson

(THREAD) Pre-election Russia collusion may take down Trump. It's equally possible the Trumps' pre- and post-election collusion with Saudi Arabia, the UAE, and Israel will do it—a course of collusion also connected to the Kremlin. I explain here. I hope you'll read on and retweet.

1/ I must stress how unbelievably complex the "Grand Bargain" theory of the Trump-Russia case is—a different thing from saying it's not substantiated. It's substantiated in *almost every single particular*—it just *also* happens to be very confusing. Not byzantine—just confusing.

2/ The basics: Saudi Arabia, Israel, and the UAE all view Iran as their chief regional enemy. Iran is propped up by Russia. Therefore the Saudis, Israelis, and Emiratis all need a US government willing to find a way to get the Kremlin to *stop* supporting Iran in the Middle East.

3/ The best way to get Russia to stop supporting Iran—or reduce support—was/is to drop all sanctions on Russia over its 2014 annexation of Crimea, as that'd be worth *trillions* to the Kremlin over the next decade. Everyone knew that Clinton wouldn't do this—and that Trump would.

4/ Per the NYT, on August 3, 2016, Donald Trump Jr. met secretly at Trump Tower with a Saudi and Emirati emissary, George Nader, as well as an Israeli intelligence expert, Joel Zamel, with *significant* ties to both Israeli intelligence *and* Russian oligarchs allied with Putin.

Buzz Chronicles
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@SaveToBookmarks Namaste! You can find it here. Original tweet by @AchuthArora: "@OllieEmberson @buzz_chronicles @rattibha @SaveToBookmarks save as Workouts". Thanks! ✌

Hi! Pleasure is mine. Original tweet by @SaveToBookmarks: "@AchuthArora @OllieEmberson @buzz_chronicles @rattibha Cool mate!

I saved this ...". See You soon! 👌

Anshul Pandey
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BRAHMA VAIVARTA PURAN: IMPORTANCE AND CHARACTERISTICS.

This Puran introduces us to way of Vedas. On the request of Narad Muni Bhagwan Saavarni had preached this Puran. It is a summary of Dharma, Arth, Moksha etc.

Listening to this Puran one gets automatically attached to Vishnu and Shiva and realize that there is no difference between them. Vyasji divided this book into four parts. It has eighteen thousand shlokas. This whole book is in the form of dialogue between Suutji and Maharishi's.

The first part Brahmkhand, consists of Shrishti description. Here Shri is known as Para Brahma and description of Gokul is also mentioned, It also narrates the argument between Brahma and Narad in which both were defeated, and then Narad went to Shiva to attain more gyan.

Shivji advised him to go to Bhagwan Saavarni for this. Narad goes to Saavarni ashram to seek Knowledge and is totally amazed by the sorroundings.

Next is Prakriti khand which consists of dialogue between Narad and Saavarni where they discuss the

Importance of Shri Krishna through various stories. Then there is the discussion of Prakriti and its various hues. Listening to this gets you wealth.
Next is Ganesh Khand which describes the Punyak vrat done by Parvati ji. After this it narrates the birth of Kartikeya and Ganesh.