yes it will be priced as zero acquisition value
Posts in category Value Pickr
Force Motors – racing ahead! (10-06-2024)
Total sales down from May 2023 (2609) to 2523 in May 2024
Wockhardt: an NiCE story (10-06-2024)
Wockhardt AR is out and there some details on the other molecules currently under trials in various stages. Some updates on WCK 4282 and WCK 6777 are new
WCK 5222 (Cefepime+Zidebactam) - USFDA Phase 3 with 392 patients signed up and expected to complete in Q4 FY25. Indian Meropenem resistance trial permission from CDSCO says the number of patients is upto 60 and as per company update it is expected to be complete by Nov '24. Compassionate use so far for 30 patients with 100% recovery rate
WCK 4282 (Cefepime + Tazobactam) - Looks like there’s a combined ph2 and ph3 trial going to get underway in India this month. Permission from CDSCO has additional details. The total subjects could be upto 324. What’s also interesting is that it says potential support from “National Biopharma Mission” - not sure if this indicates financial support for the trial.
National Biopharma Mission in its charter says its funded by GoI and World Bank for development of drugs
WCK 4873 (Nafithromycin) - It looks like India phase 3 is successfully completed and the company has filed NDA with DCGI and it should get approved by Q3 FY25 and be in the market by Q4 FY25
WCK 6777 - (Ertapenem + Zidebactam) - Phase 1 was completed as per US clinical trials. It is highly likely that this will also undergo a combined phase 2+phase 3 trial like WCK 5222.
On the two products which are already launched in India
WCK 771 & WCK 2349 (Emrok and Emrok (0)) - Anti-MRSA drug. 65000 patients have been successfully treated in India and registrations have been filed in 10 countries (Kenya, Uganda, Tanzania, Saudi, Russia mentioned in different parts of AR) and approval is expected in FY25. In India the AR says the use is expanding from CABP to bone and joint infections and febrile neutropenia patients.
Compiling the information into this thread for tracking purpose
Disc: Invested
Imagicaa – Another Player in Theme Park Business (10-06-2024)
You need to put up detailed risk analysis/negatives/threats/competition etc. Till you comply, the thread remains.locked.
MPS Ltd (10-06-2024)
Q4 Concall;
Question : What white spaces do you still see now on those three verticals we operate and where we’re trying to get more acquisitions? We have a full book of products. Now the only thing is that we have to scale up. And you are contradicting that. You are saying that we still can go for more acquisitions or whether they will be bolt-on acquisitions or whether they will be in the same area just to ramp up the scale?
Answer by Rahul Arora: More than most, yes. I would not say from a capability standpoint we possess everything… There are still opportunities for capability expansion that allow us to move up/down the value chain. So we’re looking at those types of opportunities.We’re looking at opportunities that expand our geographic reach as well. For example, in FY’24, we expanded into Australia, New Zealand, as well as in China. There are still regions like, the Middle East as well as Latin America that we’re not currently very strong in. Also, certain parts of Europe where we’re not very strong. So there’s a geographic play that we’re looking at as well.
We are also looking to actively accelerate the education space. Today in the education space, a bulk of our revenue comes from K-12 as well as through publishing and our goal is to scale that into higher ed and specifically within higher ed within adult learning and educational institutes. So there’s still much juice left for us to acquire in terms of capability expansion, geographic expansion, as well as adjacent market expansion. So we’re looking at all three sectors.
Dhinakaran Portfolio (10-06-2024)
Quick update on the Portfolio. No changes since few years. I am trying to deploy more capital, Market remains out of my comfort zone and testing my patience I am holding up still. I have also started my position in the US markets. Comments most welcome.
Instrument | % Allocation |
---|---|
TVSMOTOR | 9 |
BAJAJFINSV | 8 |
HDFCAMC | 6 |
CDSL | 5 |
DMART | 5 |
TCS | 5 |
BRITANNIA | 4 |
ICICIBANK | 4 |
TATAELXSI | 4 |
TITAN | 4 |
ASIANPAINT | 3 |
ASTRAL | 3 |
CCL | 3 |
CHOLAFIN | 3 |
MAYURUNIQ | 3 |
PAKKA | 3 |
PAUSHAKLTD | 3 |
RELAXO | 3 |
AJANTPHARM | 2 |
AVANTIFEED | 2 |
CROMPTON | 2 |
FINPIPE | 2 |
HATSUN | 2 |
HDFCBANK | 2 |
HDFCLIFE | 2 |
JUBLFOOD | 2 |
LAOPALA | 2 |
US Investments:
Smallcap momentum portfolio (10-06-2024)
Hi,
I am sharing spreadsheet for the stock prices from 3rd June to 7th June here. It might be useful as there is some issue in retrieving data from google finance.
P.S.: I have removed formulas from last row as well reason being prices were varying randomly.
Piccadily Agro Industries Ltd (10-06-2024)
Pretty impressive reach for a relatively new brand I’d say. I did try Indri at one of the cafes mentioned in Delhi. But was just impressed at the unending list!
Imagicaa – Another Player in Theme Park Business (10-06-2024)
Hi,
Thx. What I tried to do in this thread is to initiate a discussion on this stock (as there was no other active thread available) to the readers who can actively participate. As mentioned in the thread this stock is to be watched in the coming years and can’t have a view as there is no exact peers in this sector (Wonderla has a different audience).
Thank you,
Microcap momentum portfolio (09-06-2024)
I am travelling this weekend. Some issues with Google Finance fetching price. List is changing randomly. Will need some time to check.
Not planning any update today or tomorrow.