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Ankita

@Analyeast

Companies that make critical products for their clients (intermediates, sp chemicals) where an inferior product would make significant damage & the cost of which is a small part of customer’s operations, enjoy bargaining power.

But, here it is very important that they sell to many small customers rather than a few large ones. Specialisation in niche markets yields great margins unless there is technological obsolescence.
#Syngene
#suven
#paushak
#nocil
#dcal
#hikal

No big listed co would run the risk of taking small reductions in price of inputs. Especially when stakeholders would easily question the miniature quantum of savings. MNC tyre companies, biologics, pharma, crop protection, and sp chemicals are examples..

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UnseenValue

@unseenvalue

Heads or Tails ! 💰💰
Scenario#1 or Scenario#2 ! 💰💰
#crams #cro #cdmo

Across Animal, Agro / Crop and Human Pharma, Biotech
#ActecLifesciences
#DishmanCarbogen
#DivisLabs
#Hikal
#JubilantLifesciences
#LaurusLabs
#Neuland
#PIIndustries
#PiramalPharma
#SuvenLifesciences
#Syngene

#CRAMS is like an ‘auto ancillary’ partnering with OEMs (life sciences innovators) and helping customer’s science and intellectual property via their cross-customer learnings and scale.

Extending this thread to spell out few key differentiators for high quality #CDMO #CMO #CSM

1.Partnership mindset – best lab-to-market innovations are those that are developed via global partnerships where innovator and supplier teams collaborate. Innovator gets the necessary knowledge and commercial-scale production from #CDMO #CSM #CMO #CRAMS #CRO

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