“Successful Use of Investigational Antibiotic, Zaynich (Zidebactam/Cefepime- WCK 5222) to Treat a Cancer Patient in US with Chronic Bilateral Thigh Infection Caused by an Extreme-Drug
Resistant Pseudomonas”.
Posts tagged Value Pickr
Wockhardt: an NiCE story (28-06-2024)
Wockhardt – A story with twist and turn (28-06-2024)
I also loved this one.
WCK 5222 has been used successfully for a US patient!
Cleared out a nasty infection of metallo-β-lactamase-harbouring P aeruginosa in a young cancer patient, who was administered the drug on compassionate grounds, since there were no other treatment options left. 4 weeks, all clear, and well tolerated.
Feel proud that an Indian company has innovated like this.
Disclosure: Invested from lower levels, this is one of my investments “from the heart” (though I know one should never do this, what’s the fun if you don’t listen to your heart?)
Pharma || Hospitals || Diagnostics : Industry perspective (28-06-2024)
@Siddharth_Goliya Play the proxies?
I searched for “weight loss” on screener. Only one concal had information about it. You could study this company.
Atma Nirbhar Bharat – Stock opportunities (28-06-2024)
@1957 Om Bro !! (i know i know…but allow me to use that salutation ! …Its a modern salu…bahaha
)
If we go by news and if OFS happens.
Does that mean all possible OFS candidates, IIRFC - NFL- RCF, may also follow similar “drop” pattern ?
Kalpesh’s Portfolio (28-06-2024)
Prime fresh ltd
Business model:
They have tie up with farmers, buy the entire produce, sort, grade, store and distribute it.
they have tie up with food processing units, modern e-commerce players, and F&V outlets.
its simple trading business, but not everyone can do, important part is they have built relationship with modern e-commerce players and F&V outlets.
farmers get peace of mind, customer get reliable supply, its a win-win for entire ecosystem.
Its not easy to be in this business, there is only one way, you have to be asset light, run it so ruthlessly cutting costs wherever possible.
They run the business without much tangible assets, as they grow they will be more efficient, it will further push unorganised players out of the game.
Growth:
Their business model support 15% growth CAGR from internal accruals, but they are targeting 30-35% CAGR due to which they will have to keep diluting some equity every few years.
Growth avenues:
- Modern trade is growing like 20-25% CAGR
- They can form JV with food processing units( They will supply raw material and also sale finished good by leveraging their existing relationships)(Asset light model)
- Planning to cater to export market
- They can lease the farms and produce in bulk
- can add more cold storage facilities
- can grow number of customers
- can increase number of items etc
there are many growth avenues and management is smart enough to do everything within their means (asset light model)
Their collection and distribution centers are recently expanded and are highly underutilised, so as utilisation increase there is possibility of margin expansion in near future.
They hardly have any organised competitor, its mostly unorganised market and they have opportunity to gain from it, which they are already doing( Growing at 30-35% CAGR by gaining market share from unorganised players).
Huge scope of growth for many-many years ahead.
Risks:
- I don’t see much risk from competition
- New age cash burning deep pocket players can come, but building this entire ecosystem from scratch is difficult and they would not want to burn cash in such a low margin business.
- Customer concentration risk is there
- Change is business model is biggest risk, if promoter decide to go from asset light to asset heavy model then its a sell for me.
Notes :
Promoters are rational people and really understand how to run such a business.
Taking out reasonable salaries and not much related party transactions found.
Promoter have past experience in FMCG sector.
They are talking about setting culture, employing right people and need of a head for each department as business grow.
I really do think they can achieve their target of 2000cr revenue if they keep walking the rational path.
Disc: Invested, not SEBI registered, not a recommendation, I use this forum as personal notes, please do your due diligence.
Kontor Space Limited (28-06-2024)
Well the space this company is in, seems interesting.
Growing 50% yoy.
And recently this startup raises a funding too who works in same domain:
They also operate from Pune. How do you folks see the competition?
Wockhardt – A story with twist and turn (28-06-2024)
Globally renowned US body Clinical and Laboratory Standards Institute (CLSI) awards high susceptibility breakpoints to Zaynich (Zidebactam/Cefepime- WCK 5222). This is 1st time ever that an antibiotic has been granted a susceptible breakpoint of as high as 64 mg/L for all the three families of Gram negative pathogens; Enterobacterales, Pseudomonas and Acinetobacter.
Genesys International – Product Monetisation (28-06-2024)
Partnership with NNG, a leading auto-tech solutions provider for auto and mobility solutions.
“NNG is a leading player in navigation and connected car technology and has Lamborghini,
Ferrari, Renault, Ford, Mazda, Jaguar Land Rover, Harley Davidson, McLaren as clients”
Pratik’s Portfolio – Review (28-06-2024)
Entry of AK in SG Mart