Any thoughts on current levels around 350…stk corrected significantly from highs. The takeover news by Alstom is faded but the order book is packed. Can promoter b able to execute ??
Posts tagged Value Pickr
Lincoln Pharma … the next mid-cap pharma in the making …? (10-06-2024)
SAST update: Promoter Munjal Patel bought 35,000 shares in the open market. I think promoter will continue to buy smaller quantities of share in the open market of the next 12 months.
Indiabulls Housing – A compounder from here? (10-06-2024)
Yeah but it was a way after ILFS crisis (around 2018) and this guidance was given in Sep2020 (after covid) besides my point was not regarding any specific details but was to highlight that we need to take whatever they mentioned in IP with a lot of salt. Thanks!
Disc. Has holding. may be biased.
Royal Orchid Hotels – Available at good valuation! (10-06-2024)
Multiple factors -
The Hotel Industry is the strongest at the top end - 4 star, 5 star level. Royal Orchid has a large presence at the 3-star level. That’s one source of skepticism
FY 25 is gonna be a year of consolidation. That’s another
Royal Orchid / Regenta - is still not an established brand. I think, they need to put in another 2-3 yrs of good work in areas of quality control etc to make their brand - more robust
Krishna Defence & Allied Industries Ltd – SME play on Shipbuilding (10-06-2024)
Detailed risk analysis is missing. Please comply. Till then the thread remains locked.
Bajaj Finance Limited (10-06-2024)
How is IPO of a subsidiary good for Bajaj finance?
Demerger will give the existing shareholder the shares of demerged entity. IPO will only make the parent a holding company and hence will result in holding company discount.
Disc: Invested in Bajaj finance, so opinions are biased.
Borosil Limited (10-06-2024)
yes it will be priced as zero acquisition value
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.