Shuchi Nahar's Weekend Blog!

Dietary Supplements - Meaning, Demand and need in future Increase demand for Dietary Supplements and Nutraceuticals India might be a late entrant in the health supplement game, but COVID-19 has brought a renewed focus on healthy lifestyle habits and diet, which is expected to further boost the adoption of preventive healthcare solutions. The growing social media penetration and vernacular content platforms have also broadened the healthcare horizon for Indians. In the end, a win-win for all - For companies, this segment provides a great combination of growth, profitability, IPR-driven competitive moats, and long-term consumer franchise. Consumers benefit from better health and living, and society in general from a reduced healthcare burden. Dietary supplements Dietary supplements are products taken in addition to a healthy diet to provide additional health benefits, such as additional nutrients. A dietary supplement is a product designed to complement the diet and contains one ...

Hospital sector - The upcoming gem of the Healthcare Sector Twitter Handle: @shuchi_nahar India has emerged as one of the fastest-growing emerging economies over the last two decades, receiving large FDI inflows, which have grown from USD 2.5 Billion in 2000-01 to USD 50 Billion in 2020-21. The healthcare sector, in particular, has received heightened interest from investors over the last few years. In the hospital segment, the expansion of private players to Tier 2 and Tier 3 locations, beyond metropolitan cities, offers an attractive investment opportunity. According to Invest India’s Investment Grid, there are nearly 600 investment opportunities worth USD 32 Billion (INR 2.3 Lakh Crore) in the country’s hospital/medical infrastructure sub-sector. Indian Government initiatives towards development of hospital sector With respect to pharmaceuticals, India can boost domestic manufacturing, supported by recent Government schemes with performance-linked incentives, as part of the Aatm...

Syngene International Ltd. FY2020-21 Annual Report Key Takeaways  In continuation of my previous blog here is the updated version l ink to Initial Blog -  https://myweekendspot.blogspot.com/2020/10/syngene-next-giant-player-for-cdmo.html Company Overview Incorporated in 1994 as a subsidiary of Biocon, Syngene International (SIL) is a leading contract research organization (CRO), which supports R&D programs of global innovative companies.   SIL offers outsourced services to support discovery and development for organizations across industrial sectors like pharmaceuticals, biopharmaceuticals, nutraceuticals, animal health, agrochemicals, etc. It currently caters to 400+ global players including Bristol-Myers Squibb (BMS), Abbott, Baxter, and Amgen, among others. SIL derives 95% of its revenues from exports.   Syngene continued to build on its integrated drug discovery and development portfolio during the year, including a five-year collaboration with 3DC,...

Biotechnology – The way towards a Biobased economy Biotechnology companies have developed to form backbone support to the economy of the nation. The bio-economy includes all activities related to the production of biomass and the ways in which the biomass and its residues can be used subsequently. Introduction to Biotechnology There is growing consumer demand for natural products, low-carbon solutions, and bio-based innovation. Industrial biotechnology is a key enabling technology for delivering these solutions. At the same time, there is a huge opportunity for biotechnology aligned with Agriculture & chemical sectors. However, in the modern financial world, biotechnology companies comprise an industry sector collectively known as the biotech. The research, develop, and produce a wide variety of commercial products, though most of them focus on medical or agricultural applications. Green Biotechnology (Agricultural Biotechnology) – Huge growth opportunities ahead Green Biot...

Neogen Chemical Ltd - Company Overview & Indian Chemical Industry S ynopsis T witter Handle: @shuchi_nahar Company Overview India’s one of the largest manufacturers of Bromine-based compounds, Inorganic Lithium Salts, which mainly find applications in Pharmaceutical, Agrochemical, Specialty Polymer, Heating, Ventilation and Air Conditioning (HVAC) and Flavors and Fragrance Chemicals. Operating since 1991 with strong portfolio of Organic and Inorganic products.  Customers across multiple industries including Pharma, Engineering, and Agrochem Key export geographies include the USA, Europe, Japan and Middle East Growing contribution from Custom Synthesis and Contract Manufacturing Executing Brownfield manufacturing capacity expansion Promoters are pioneering technocrats with substantial domain expertise cumulative experience of more than six decades Developed strong R&D capabilities with dedicated in-house team. Source: Neogen Chemical AnnualReport & Investor Presentation ...

Jubilant Life Sciences-Unseen Opportunities Ahead (COVID-19 V accine manufacturing, Demerger of business inline) Twitter Handle: @shuchi_nahar Company Overview Incorporated in 1978, Jubilant Life Sciences (JLS; formerly Jubilant Organosys), is a mid-sized integrated chemical turned pharmaceuticals player. It started as a full-fledged chemical a company by entering the vinyl acetate monomer (VAM) business in 1983.  Broadly, the company operates through two business segments - pharmaceuticals (62% of the turnover) and life science ingredients (35% of turnover).  The pharmaceuticals segment consists of sub-segments like  1) generics  2) specialty pharma - radio pharma and allergy therapy products and  3) CDMO - contract manufacturing (CMO) of sterile injectables and API. In November 2020, Jubilant Life entered into a strategic partnership with SOFIE Biosciences, Inc. (SOFIE), US. Under the terms of the agreement, Jubilant will acquire 25% of equity holding for...