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Conviction | Patience
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Conservative investor with focus on management and ⭕️ of competence Industry Structure | Business | Management
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Aug 23, 2018
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11 tweets
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13 min read
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