The last time (Apr-23) Stan Druckenmiller spoke to Norges' Nikolai, he said "For someone who looks at history to come up with potential scenarios, this is a difficult period". S&P 500 is up ~45% since. He spoke to Nikolai again last week and said "We are not seeing any material

Capabilities take time. Wockhardt took 25 years to develop 15 competencies in Drug Discovery & Development. Chairman Habil speech at Miqnaf launch: youtube.com/watch?v=KefLEe…

"Obesity is a chronic disease" nbcnews.com/health/health-…

Nifty 50 & Nifty 500 - Update Either the Bottom has been done or are we close to bottom? Maybe we are in a market similar to 2016 (Nifty 50 EPS degrew) & not 2018 / 2008. So probably a similar cyclical downturn in earnings & market is pricing it in. Hope channel stays intact.

If CDMO companies working on innovator molecules are getting such multiples, wonder what Indian innovators will get when their drugs start.

JSW Steel Indian operations production was higher by 13% YoY in February! India credit growth was 11.3% YoY as of Feb 07, 2025. And now everyone is talking about relative strength of Metal Index! Question - what is driving this?

China aiming at crackdown of “neijuan” and West wants to industrialise A couple of good years of cashflows and corporate India might have a debt free Steel company (after having virtually all sectors deleveraged)

Sanjay Kumar Elangovan Hey, I've seen this one before, it's a classic

On CDMO lumpiness: forum.valuepickr.com/t/aarti-pharma… Even if a patented drug is for chronic therapy, revenue for CDMO can be lumpy depending on value add, dosage, insurance, treatment rate, class share, additional indications etc.

Have witnessed one of the finest balance sheet transformation in the last 5 years in the fertilizer sector Chambal repaid 10000cr debt in 5 years - mix of WC improvement and Internal Accruals FY21 - EBITDA 2500cr // Market Cap 6000cr TTM EBITDA 2500cr // Market Cap 👀

We are excited to launch the ithought Equity Research Fellowship, a full-time, nine-month program based in Chennai designed for aspiring equity analysts. Please refer to our LinkedIn post for complete details of the program and application instructions: linkedin.com/posts/ithought…

$700 Mn upfront payment for an Indian drug in Phase 1

Timeless lessons lasted 2 days! 😂 "Nothing new. Same old market lessons - served again."