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ajinomoto

@singlemalt95

Highbury Katılım Ekim 2017
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ajinomoto
ajinomoto@singlemalt95·
I gotta admit this is the one of the best pl goals of the decade by spurs
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Arka Bhattacharjee
Arka Bhattacharjee@niveyshak·
🚨 INDIA’S BIGGEST PHARMA WAR JUST BEGAN Semaglutide (diabetes + weight loss) is now OPEN for all. a. Novo Nordisk + Abbott → Premium (Ozempic) b. Zydus + Lupin + Torrent → Distribution scale play c. Natco + Eris → Aggressive price disruption Same molecule Same time Different strategies This is NOT competition… This is a CATEGORY CREATION Think Jio moment for healthcare ₹1,290/month vs ₹4,500/month Mass vs Premium vs Branded 👉 Winner won’t be who launched first 👉 Winner = Who scales fastest + owns doctors This can easily become a ₹20,000–₹50,000 Cr market Smart money will track: • Distribution strength • Doctor connect • Pricing power India’s GLP-1 story has officially begun 🔥
Arka Bhattacharjee tweet mediaArka Bhattacharjee tweet mediaArka Bhattacharjee tweet mediaArka Bhattacharjee tweet media
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Intrinsic Compounding
Intrinsic Compounding@soicfinance·
Glenmark launches the generic version of SEMAGLUTIDE at barely Rs.325 per week treatment cost vs 2000 rs per week for the likes of Mounjaro or Ozempic. Pricing wars
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Intrinsic Compounding
Intrinsic Compounding@soicfinance·
Semaglutide's patent just expired. And Day 1, the generics are already at the gate — Dr. Reddy's, Zydus, Sun Pharma. Expect ~50% price erosion straight off the bat. Monthly cost drops from ₹8,800 to the ₹3,000–4,000 range. That's the unlock. And then Natco walked in and changed the math entirely. They've launched India's first semaglutide in multi-dose vial form MRP starting at just ₹1,290. That's 70% cheaper than pen devices and 90% cheaper than the innovator brand. Vials over pens is a classic Natco move strip the format down, crush the price point, and blow the addressable market wide open. The TAM is staggering. 101 million Indians living with Type-2 diabetes today. 404 million adults projected to be in the high-BMI category by 2030. The current market sits at ₹1,400 crore consensus expects a 5x expansion over the next five years. But here's the thing with 50+ generic brands expected to pile in, the molecule itself becomes a commodity. Margins compress. So the real game becomes how you sell, not what you sell. Zydus is stitching together distribution alliances with Lupin and Torrent combining manufacturing muscle with reach. They're also working on multi-use injection pens, solving for patient compliance, which is where the real stickiness lies. Mankind is building a dedicated obesity division going after cardiologists and gynaecologists, not just diabetologists. That's a deliberate widening of the prescription funnel. Companies with deep insulin and injectable franchises — Eris Lifesciences, Lupin carry a structural edge here. They already have the cold chain, the KOL relationships, and the field force trained on injectables. And then there are these non-obvious play. Think distributors like Entero Healthcare, who benefit from sheer volume throughput regardless of which generic wins as they already have a good market share specially in GLP1 drugs distribution. Think injectable device manufacturers like Shaily Engineering and One Source because every single GLP-1 dose needs a delivery device. As the market scales 5x, someone has to make, fill, and move all those pens and vials. These are the toll-booth businesses in a gold rush market. The GLP-1 wave in India is real. The question isn't if but it's who captures the value, and where in the chain. Disclaimer - not a recommendation to buy/sell
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Halley
Halley@halleyji·
'Ugadi is cultural not religious. Don't make it a Hindu thing please' Okay okay. Anything that gives positive vibes and genuinely nice feelings should not be associated with Hinduism. Got it.
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Modern History
Modern History@modernhistory·
Name This 1950's Classic
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Daku Incel Singh
Daku Incel Singh@nightbeatsdrop·
Main Agar Tumhare Cleavage Me Jhanka Karoon Laazmi Hai Ki Tum Mujhse Dupatta Karo Apne Sax Sux Ke Din Ab Nahi Door Hai Main Bhi Goona Karoon Tum Bhi Goona Karo Badi Brvtal Hai Yeh Meri Tharak Hai Badi Brvtal Hai Yeh Meri Tharak Hai Tum Hi Kaho Kaise Mai Control Karu 🎶
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Opta Analyst
Opta Analyst@OptaAnalyst·
The top 10 men's teams in the world, according to the Opta Power Rankings:
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Abhishek
Abhishek@MSDianAbhiii·
Christopher Nolan can include a Bhagavad Gita quote in his films, but when Aditya Dhar does the same, it suddenly becomes an issue. Interesting double standards.
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ajinomoto
ajinomoto@singlemalt95·
@SriniR_2025 Higher the count of egoistic players lower the trophy wins. Too many big egos, not enough big wins!
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ajinomoto
ajinomoto@singlemalt95·
@geraldck_ Its just this centurys seinfeld with mote autistic characters
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Richard
Richard@afc_richard·
By Sunday night, we are either gonna be labelled as cringe for celebrating winning the Carabao Cup, or accused of being bottlers if we don’t win the Carabao Cup
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LiveScore
LiveScore@livescore·
Chelsea have lost as many games 𝙩𝙝𝙞𝙨 𝙬𝙚𝙚𝙠 as Arsenal have the entire season 🤯
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