Though results are fantastic, i would like to caution that this bump in CDMO may be due to the large order they won few months back. They didn’t divulge any details but there’s a talk that’s it’s pfizer paxlovid (COVID oral drug) . If they are stocking up the drug then it might have caused the bump. Like COVID stocking of ARV drugs this might be another one off. This is my view.
Disclosure : holding since August 2020.
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