Ashish Pachange

Target Oriented

[Ashish Pachange @AshishPachange]

@AimInvestments 😃 if there's no cap on Hotel room prices and cap applicable to Hospitals only then Hospitals will transfer patients in Hotels to maintain the margin 😄🤣

[Ashish Pachange @AshishPachange]

@thechartist26 What is your view on Park Medi Bhaiya

[Ashish Pachange @AshishPachange]

@thechartist26 Park Medi world will fall in this category? What's your view?

[Ameya @Finstor85]

The notification from Apollo Micro Systems is very interesting. It received technology transfer for a semi-active laser homing system, and said its Vighana mine program is entering full-scale production. That made me think that defence value is moving across:

Platform → Electronics → Sensors → Guidance → Precision.

But this is hardware, precision also comes from Physics-Material AI/ Large world models. Any player who successfully manages translating laws of physics into intelligence will be biggest beneficairy of this.
Looking at defense, telemetry players.

[Ashish Pachange @AshishPachange]

@AimInvestments GMM

[Ashish Pachange @AshishPachange]

@LearningEleven 😄

[Ashish Pachange @AshishPachange]

@ishmohit1 Who all working other Than Sai and Syng?

[Mohit Jariwala @mohitjariwala25]

#Peptides are quietly becoming one of the biggest manufacturing opportunities in pharma.

Most people know peptides because of Ozempic, Wegovy and Mounjaro. But the bigger story is what is happening behind these drugs.

So, what exactly is a peptide?

A peptide is simply a chain of amino acids — think of amino acids as molecular beads joined together in a specific sequence. Insulin is a peptide. Semaglutide has 31 amino acids and tirzepatide has 39. Unlike conventional small-molecule drugs, these are larger, more complex molecules that require a very different manufacturing process.

Why are peptides suddenly so important?

Because pharma has moved beyond using peptides mainly for relatively niche diseases. GLP-1 drugs have demonstrated that peptide medicines can address massive patient populations, particularly obesity, diabetes and metabolic diseases. The result is a specialist chemistry becoming an industrial-scale manufacturing opportunity.

And this is where the investment opportunity gets interesting.

The peptide value chain is much longer than a conventional API value chain.

It starts with amino acids, the basic building blocks. These are converted into protected amino acids and resins, which are the actual consumables used in peptide synthesis. Companies can then make peptide fragments — short pre-built pieces of the final molecule — before moving into chain assembly.

The peptide is then purified, isolated and converted into the final peptide API. From there, another set of capabilities is required for sterile fill-finish, followed increasingly by cartridge, syringe and injection-pen assembly.

So the chain looks roughly like:

Amino acids → Protected amino acids → Resins → Fragments → Peptide synthesis → Purification → API → Sterile fill-finish → Pen/device

And the economics change dramatically as you move up and down this chain.

Here is the part I find particularly interesting.

Peptide synthesis is not simply “put chemicals into a reactor and make the API.”

In solid-phase peptide synthesis, the molecule is built one amino acid at a time on tiny resin beads. Add one amino acid. Wash. Remove the protecting group. Wash. Add the next amino acid. Wash. Repeat.

For a 31-amino-acid peptide, this cycle is repeated dozens of times, and every individual step has to work extremely well because small errors accumulate as the chain becomes longer.

But synthesis is only half the problem.

After synthesis, you don't have a clean bucket of the desired peptide. You have the desired molecule mixed with many extremely similar impurities — peptides that may have missed an amino acid, picked up an unwanted reaction product or developed other structural impurities.

That is why purification is such a critical bottleneck.

Large chromatography systems, solvent handling, isolation and lyophilisation are required to turn the crude peptide into pharmaceutical-grade API. In many cases, purification can take longer than synthesis itself.

The numbers explain why this matters.

Raw materials can represent roughly 60–70% of peptide production cost. Solid-phase manufacturing can also generate enormous quantities of waste, while a large commercial peptide facility can require hundreds of millions of dollars of investment.

This creates several different ways for Indian pharma companies to win.

#DivisLaboratories is moving backwards into the value chain — manufacturing peptide building blocks, protected amino acids and fragments itself. The logic is powerful: if raw materials are such a large part of the cost, owning the building blocks can turn a cost into a source of margin and reduce dependence on external suppliers.

#NeulandLaboratories is taking a different route. It is investing heavily in peptide synthesis capacity and focusing on complex peptides for innovators rather than simply chasing commodity GLP-1 volumes. In other words: compete on complexity, not volume.

#LaurusLabs is building across peptide synthesis, purification and isolation, with significant capex being directed towards peptides and other new modalities. The ambition is to make CDMO a much larger part of the overall business.

#SaiLifeSciences is taking the “follow the molecule” approach — starting with discovery and development and trying to stay with the customer as the molecule progresses towards commercialisation. Its peptide strategy also includes fragments, which can be an attractive entry point without immediately building the entire commercial peptide chain.

Then there is the last mile.

#OneSourceSpecialtyPharma is positioned much further downstream, around sterile fill-finish and drug-device combinations. This is important because the patient doesn't receive a drum of peptide API. The patient receives a vial, cartridge, pre-filled syringe or injection pen.

That makes the drug-device interface another potential bottleneck — particularly for GLP-1 therapies. OneSource's expansion in drug-device combination capacity and its large GLP-1 customer base demonstrate how value can migrate downstream in the chain.

#Biocon brings another interesting advantage: decades of insulin experience, which is directly relevant because insulin itself is a peptide. It is building GLP-1 injectable capabilities across vials, cartridges, pre-filled syringes and devices.

#GlandPharma brings large-scale sterile injectable manufacturing.

#ShilpaMedicare is extending its oncology API base into peptides.

#BlueJetHealthcare is entering through peptide building blocks.

And #GranulesIndia has entered the space through the acquisition of Swiss peptide CDMO Senn Chemicals.

A company with a peptide laboratory is not the same as a company with commercial peptide manufacturing.

A company with synthesis capacity is not the same as one with purification capacity.

And having peptide API capability is not the same as controlling the final drug-device bottleneck.

The most interesting companies may ultimately be those that occupy a narrow, difficult-to-replicate bottleneck rather than those that simply claim to have “peptide capabilities.”

Don't just track who is entering peptides. Track which rung of the ladder they are climbing — and where the bottleneck sits.

Because in CDMO, the value rarely goes to whoever has the loudest narrative. It goes to whoever controls the hardest step to replicate.

[Ashish Pachange @AshishPachange]

@niveyshak 2026 is the Top for orders.2030 order will be half the present orders.This as per current study of GT orders.Take this as a primary information.

[Ashish Pachange @AshishPachange]

@NeelChhabra @grok please filter the Indian company which are adding value added product as per above post

[Ashish Pachange @AshishPachange]

@NeelChhabra @groke which Indian chemical working on photoresist chemicals?

[Ashish Pachange @AshishPachange]

@gaurav_mika @Asan_research @grok how will you see this chart, bullish, bearish,side way,use basic of technical analysis

[Ashish Pachange @AshishPachange]

@JakeraChoudhury @grok which stock chart is this search in Indian stocks

[Brian Feroldi @BrianFeroldi]

Amortization vs Depreciation vs Impairment

What's the difference?

[Resight @ResightVentures]

RateGain has assembled the entire arc of travel commerce without owning a single node of it.

Travel technology is the business of standing inside somebody else's pipe. The traveller belongs to Google and the OTAs, the room belongs to the hotel, and 15 to 25 cents of every OTA-booked rupee stays where discovery happened. RateGain owns none of those nodes. It sells each of them a meter on the flows running between them.

Bhanu Chopra: “RateGain has spent two decades building the data and distribution infrastructure that sits beneath these decisions. Sojern, and before it Adara, built the world’s most comprehensive travel intent data platform — 2.1 billion traveler profiles and over 8 billion real-time travel audience updates sourced from 400+ direct partnerships, including data partners and booking engines. When we brought them together, something meaningful changed. We are now the only company in our market that connects demand generation, distribution, pricing, and guest engagement through one integrated platform. A hotel can come to us to find the right travelers, bring them to their direct channel, convert the booking, manage inventory across every OTA and GDS without error, and engage that guest from pre-arrival through post-stay. No other provider. covers this entire arc at comparable scale. That is not a marketing claim. It is a structural reality, and it is the foundation on which we are building toward USD 1 billion in revenue.”

[Ashish Pachange @AshishPachange]

@NeelChhabra @grok which are the indian stock are working on humanoid robot

[Kawsar @Kawsar_Ai]

🚨 BREAKING: Google Gemini can now analyze any stock like a Wall Street analyst (for free).

Here are 09 insane Gemini prompts that replace $4,000/month Bloomberg terminals:

[ Save for later 🔖 ]

[Ashish Pachange @AshishPachange]

@ambeecious Please send a name

[Ashish Pachange @AshishPachange]

@ambeecious @grok which stock chart is this?

[Ashish Pachange @AshishPachange]

@sunilgurjar01 @grok which stock chart is this?