Tanay Bheda

A small pharma company from Panchkula, Haryana. Once buried in ₹200 Cr of debt, 100% of promoter shares pledged. Today: Debt-free. 135 patents. 90+ countries. FDA recognition. 1000%+ stock returns in 10 years. The Venus Remedies story is one of the most underrated turnarounds in Indian pharma. 🧵 Thread

Polymyxin B is a $2B+ global market. It's the literal last resort antibiotic on earth. When everything else fails, doctors use it — and pray it doesn't destroy the patient's kidneys. VRP-034 just entered human trials. If it works, it doesn't just compete with Polymyxin B. It replaces it. Every hospital. Every ICU. Every country where drug-resistant superbugs exist. That's the entire world. And here's the part that's hard to wrap your head around: Even if VRP-034 never makes it to market — the base business alone, with ₹700+ crore revenue, near-zero debt, 135 patents, 90 countries, and quarterly profits now matching previous full-year numbers — is at a ₹1400 crore market cap. The drug pipeline is essentially a free option on one of the biggest medical breakthroughs in antibiotic history. Let me know your thoughts below 👇 Disclaimer - Invested

Now comes the interesting part and the reason for me writing this thread because now it's officially in human trials. March 2026 - Venus has registered its product for human trials in the U.S. !!! Phase 1. Randomized. Double-blind. Head-to-head vs commercial Polymyxin B. How the trial works: This drug will be tested on 48 individuals with ascending doses → 0.4 mg/kg → 0.75 mg/kg → 1.5 mg/kg → 1.5 mg/kg every 12 hrs for 2 days After each dose level, an independent safety board reviews data before escalating Results expected: December 2026. When was the last time you saw a 1000 Cr market cap Indian company do human trials in the US?

A small pharma company from Panchkula, Haryana. Once buried in ₹200 Cr of debt, 100% of promoter shares pledged. Today: Debt-free. 135 patents. 90+ countries. FDA recognition. 1000%+ stock returns in 10 years. The Venus Remedies story is one of the most underrated turnarounds in Indian pharma. 🧵 Thread

Venus is one of the TOP 10 injectable drug manufacturers in the world → 180+ products, → 1040+ global marketing authorizations → 25+ international GMP approvals Company's full year profit in FY23? ₹26.6 Cr Q3 FY26 alone: ₹25.58 Cr A single quarter now nearly equals what the entire company earned in a full year just 2–3 years ago. This isn't a one-quarter blip. Here's what changed. 👇