Shuchi Nahar's Weekend Blog!

 Indoco Remedies Ltd. - Company Overview Twitter Handle: @shuchi_nahar 1. Company Profile The company was established in 1947. Indoco is a small-sized pharma company engaged in manufacture, marketing and distribution of pharmaceutical products and services in the domestic & international markets. Through its nine marketing divisions viz. Indoco, Spade, Warren NexGen, Warren ACE, Warren Excel and Vision, Indoco Focus, Indoco CND, Spera and Institution the company serves a range of doctor specialties. Indoco has signed supply agreements with companies like Watson, Aspen and DSM to supply formulations to advanced and emerging markets. Figure:1 Graph Showing Revenue Trend & Revenue Breakup 2. India formulations growth core to overall growth Domestic formulations (~63% of FY20 revenues) grew at 6.5% CAGR in FY16-20. The subdued growth can be attributed to high concentration of acute therapies and one of the lowest MR productivities. With a market share of ~0.7% and overall rank o

  Strides Pharma Sciences Ltd.(STAR) - Company Overview Twitter Handle:  shuchi_nahar       1)  Company Profile Strides is a global pharmaceutical company headquartered in Bangalore. The Company has two business verticals, Regulated Markets and Emerging Markets. The Company has a global manufacturing footprint with 7 manufacturing facilities spread across three continents including 5 facilities for Regulated Markets and 2 facilities for Emerging Markets. The Company has a strong R&D infrastructure in India with global filing capabilities and a strong commercial footprint across 100 countries. The core generic pharma business of Strides is led by IP-driven product licensing and marketing and distribution partnerships across the globe. Strides have created an exhaustive pipeline of generics across varied formats and domains including oral dosage forms and topicals. The company is among the leading players worldwide in soft gel capsules. Their domain strategy of developing a compr

     Nutraceuticals - The Next Gem of Healthcare Sector Shuchi.P.Nahar Twitter: shuchi_nahar What is Nutraceuticals? The term ‘nutraceuticals’ was firstly used in the late 1980s to describe food products that have a medicinal benefit. This fast-growing sector includes functional foods (such as vitamin-enriched products), nutritional supplements, sport drinks, and medically formulated foods.  Nutraceuticals and its Division Figure 1: The diagram showing the various divisions of Nutraceuticals  Scope Nutraceuticals is expected to play a central role in preventative healthcare. The logic seems simple - an ageing population gives rise to lifestyle-related diseases, whose impact can be lessened by making healthier choices earlier in life. This convergence of medicine, food and technology is likely to create a battleground in which food and pharma companies compete for dominance of the sector. Successful companies will have to hit the bullseye in six main areas: technology, product strategy,

Art of investing by - Sajal Kapoor SHUCHI.P.NAHAR Twitter Handle: @shuchi_nahar   Background Sajal Kapoor is into the operational risk and regulatory compliance industry and within that industry, he has been working across domains from banking to healthcare to investment forms.  Over the last 20- 25 years and that has been highly rewarding and productive because, That gave him the opportunity to look at the world from a risk and compliance point of view. Experience that he got from the industry, experience working through banks and healthcare firms, consultancies, and investment firms gave him a sort of a different perspective, and somewhere in the background starting around the mid-90s this hunger and drive to know more about this animal called Mr. market and that started emerging.  It has been a very long and rewarding journey it has had its own sort of ups and downs like any investor goes through and but those ups and downs are like the tuition fee that you pay and you get to get yo