SML’s CDMO customer, Unicycive Therapeutics, Inc. has reported positive results from pivotal clinical trial of Oxylanthanum Carbonate (OLC), a NCE molecule.
SML has partnered with Unicycive to provide end-to-end CDMO services right from development & supply of APIs to finished dosage form.
Apart from the supply arrangement, SML is expected to receive US$ 10 million as milestone income spanning over filing, approval and launch of the product. Additionally, in anticipation of increased product demand Unicycive will also fund the establishment of new manufacturing block at Shilpa’s site.
Posts tagged Value Pickr
Shilpa Medicare -Racing away on the Oncology API highway! (05-07-2024)
Phantom Digital Effects Limited (05-07-2024)
Can someone please comment on the higher trade receivables and negative cash flow from operations? Specifically, interested in understanding if this is common with the film industry. It seems concerning that an increase in sales doesn’t translate into generating enough cash
BEML – Disinvestment (05-07-2024)
Discl: Invested from lower level. Not a buy sell recommendation. please do your own assessment before buy sell decision.
Trigyn Tech – Multibagger potential (05-07-2024)
Any view on the company as on date.
The last reply on this thread was in 2018.
Are Tech companies the next theme for multibaggers ?
As per 2023 data-
Company generates 90% revenues from its US subsidiary through clients like the United Nations and local and state governments in the US.
Majorly it depends on the conditions of US.
Any views?
Oriental Carbon and Chemicals Ltd (05-07-2024)
If one has to choose between two Oriental Carbon & Chemicals Limited and OCCL Limited. which looks good for long term holding
Meghmani Finechem – Underrated multibagger? (05-07-2024)
DCM SHRIRAM is coming with capex of Epichlorohydrin of 586 cr/52,000 TPA expected to commission in Q1-Q2 FY25 also total In FY 2023-24, the demand for
Epichlorohydrin (ECH) stood at approximately 1,25,000 Tons.
Oriental Carbon and Chemicals Ltd (05-07-2024)
Yes, wait a couple of weeks for it to show up in your portfolio.
Oriental Carbon and Chemicals Ltd (05-07-2024)
Anyone has any idea about Oriental Carbon? What is going on?. It had demerged and now there would be two entities - Oriental Carbon & Chemicals Limited and OCCL Limited. Would existing shareholders be receiving the shares of OCCL Limited?
Equitas Small Finance Bank: A Profitable lender to small businesses (05-07-2024)
I personally don’t think it’s a big issue - CASA ratios are declining across most banks because people prefer to park their money in FDs owing to the highest interest rates we’ve seen in a long time.
Additionally, in the last earnings call, the management referred to their TD base (non CASA deposits) as the “most stable Term Deposit base” with 62% of it being less than 2 crores. Individual ticket sizes were said to be in the range of 4.5 to 5 lakhs, which means that there are a large number of depositors, reducing risk. Out of the term deposits with higher ticket sizes, they mentioned that more than 90% of the book was non-callable which should be comforting for them for the next year or so.
Disclosure - Invested & biased