You seem to have research this very well ( especially how well versed you seem to be with names of the formulations). A few questions:
- Why are exports are only 15% for a company that has been betting on exports for couple of years?
- It seems spread out over many products, but are the market sizes of each of those big enough? I saw on Volza total import value of Dalbavancin API was 2.2 million dollars.
- What are the Key Metrics (AND WHY?) you are tracking and what is your investment thesis?
- My perception was that botox is very difficult to handle and this is one of the few companies that does so great opportunity. Now I saw that’s a 120cr market but ofc people chasing beauty shall surely rise along with opportunity for people like us:)
- Any great resource you’d recommend to understand this market and company? PPFAS does amazing deep dives into sectors, something similar?
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