Read on Twitter
Biocon:
A thread about Business model & Unprecedented growth opportunity in Biologics (1/10)
@unseenvalue https://twitter.com/unseenvalue/status/1261704534637805573
A thread about Business model & Unprecedented growth opportunity in Biologics (1/10)
@unseenvalue https://twitter.com/unseenvalue/status/1261704534637805573
Small molecules:
FY 20 revenue Rs.2,094 crores (33% contribution), 18% up YOY
Among world’s largest manufacturers of statins & immunosuppressant APIs. Rs 1500 cr capex announced mainly for the Vizag Immunosuppressant Greenfield plant, full impact after 4 years (2/10)
FY 20 revenue Rs.2,094 crores (33% contribution), 18% up YOY
Among world’s largest manufacturers of statins & immunosuppressant APIs. Rs 1500 cr capex announced mainly for the Vizag Immunosuppressant Greenfield plant, full impact after 4 years (2/10)
Focus in Generic Formulations segments are Metabolics, Oncology, Immunology & Auto-immune indications
Growth in small molecules will be high single-digit to low teens for the next one or two years. (3/10)
Growth in small molecules will be high single-digit to low teens for the next one or two years. (3/10)
Biosimilars:
FY 20 revenue Rs.1951 crores (31% revenue contribution); 29% up YOY
Confident to reach target of US$1 billion by fiscal year 2022 with ROCE improving to 20%+ from current 10%.
Pegfilgrastim, Trastuzumab & upcoming Glargine will be the main driver of $1B sales (4/10)
FY 20 revenue Rs.1951 crores (31% revenue contribution); 29% up YOY
Confident to reach target of US$1 billion by fiscal year 2022 with ROCE improving to 20%+ from current 10%.
Pegfilgrastim, Trastuzumab & upcoming Glargine will be the main driver of $1B sales (4/10)
Biocon Biologics has Global Product Portfolio pipeline of 28 molecules.
With MYLAN, 11 biosimilars being co developed for global markets (5/10)
With MYLAN, 11 biosimilars being co developed for global markets (5/10)
With SANDOZ, set of next-gen immunology, oncology biosimilars being co-developed for global markets (6/10)
Branded Formulations:
In FY 20 revenue Rs.536 crores (8% revenue contribution); down 18%
UAE JV generic operation NeoBiocon will be discounted as loss making (29 cr) & JV partner is charged with governance issue. (7/10)
In FY 20 revenue Rs.536 crores (8% revenue contribution); down 18%
UAE JV generic operation NeoBiocon will be discounted as loss making (29 cr) & JV partner is charged with governance issue. (7/10)
In UAE two biosimilars Glargine and Trastuzumab will continue. Rest of the business (Indian fomulation 70% biologics, 30% small molecules) will be reported under Biologics from now on (8/10)
Novel Molecules:
No revenue, still in R&D stage.
Focused on Diabetes, Inflammation & Immuno-oncology.
Study going on for Insulin Tregopil for Diabetes, Itolizumab & BVX-20 for
Inflammation, EGFR mAb + TGFβrII for Immunology (9/10)
No revenue, still in R&D stage.
Focused on Diabetes, Inflammation & Immuno-oncology.
Study going on for Insulin Tregopil for Diabetes, Itolizumab & BVX-20 for
Inflammation, EGFR mAb + TGFβrII for Immunology (9/10)
Research division Syngene is 70% subsidiary
Revenue at Rs 2012 crores (30% contribution), up 10%
CDMO is early days of Indian IT industry
An old tweet regarding Syngene (10/10)
https://twitter.com/SwarnashishC/status/1260733087220035589?s=20
Revenue at Rs 2012 crores (30% contribution), up 10%
CDMO is early days of Indian IT industry
An old tweet regarding Syngene (10/10)
https://twitter.com/SwarnashishC/status/1260733087220035589?s=20
