Cyndrella Carvalho

Pharma/Healthcare Lead @ JM Financial

[Umang Vohra @Vohra_Umang]

A tribute to women who complete me. My mother who taught me compassion, love & what it means to share. My wife who taught me how to make a home, shared the responsibility & perseverance that comes with it. Friends, colleagues who make me accepting, grounded & empathetic each day.

[Darshan Mehta @darshanvmehta1]

Suven Pharma (Now owned by PE Firm Advent) shows very good growth both on yearly and quarterly basis with margins of 40%. Targets $1 bn revenue on a combined basis post merger (Merger expected to be effective in Q1FY26)

Very interesting presentation outlining its strategy post merger and how it aims to achieve scale.

[Indian Pharma Post @indpharmapost]

Suven to acquire 56% stake in ADC specialist NJ Bio for US$64.4 million

https://t.co/x7mNfgHx8t

#SuvenPharmaceuticalsLimited #NJBio
#Dr.V.PrasadaRaju #VivekSharma #Dr.NareshJain

@indpharmapost

[ProInvestor AI @ProInvestor_AI]

Corporate Radar: #SuvenPharma

🧬 Insights on Suven Pharma's NJ Bio acquisition from Executive Chairman V. I. Sharma:

1️⃣ Strategic Move: NJ Bio enhances early-stage ADC capabilities, complementing Suven's commercial ADC portfolio. Expands total addressable market to $1.5B+.
2️⃣ Growth Synergies: NJ Bio's expertise in linker and conjugation paired with Suven's manufacturing strength creates an end-to-end ADC solution.
3️⃣ Financial Impact: NJ Bio's CY24 revenue estimated at $32M, growing at ~70% CAGR. EBITDA margins projected to reach 20% by CY25.
4️⃣ CDMO Expansion: Acquisition aligns with Suven's goal to double business in 5 years; strengthens position in growing ADC and CDMO markets.

Follow @Proinvestor_AI for the latest stock market updates. This information is for educational purposes; consult a certified financial advisor.

[Tar ⚡ @itsTarH]

Suven Pharma acquires majority stake in a Princeton based CDMO company

This is in addition to the existing merger with Cohance Lifesciences

[CNBC-TV18 @CNBCTV18News]

Stock In Focus | #SuvenPharma in its analyst meet held on March 27 spoke about merger plans with Cohance Lifesciences. @ekta_batra with the key takeaways

[Ian Cassel @iancassel]

You can do well finding transformations/pivots in small microcaps. A company overpromises/underdelivers on a faulty strategy for 5-10 years. A new capable management team comes in. It takes a year to rightsize the biz. Old shareholders throw in the towel right at the wrong time.

[B Padmanaban ([email protected]) @padhucfp]

Today many are so much obsessed with Financial Freedom and how much is enough to announce that I am Financially Independent so on and so forth… Very Interesting WhatsApp Forward 🙏🙏🙏

How Do You Know You Are Rich?

Amazing answer by an IIT student.

When I was doing my B Tech, there was a professor who used to teach us ‘Mechanics’.

His lectures used to be very interesting since he had an interesting way to teach and explain the concepts.

One day, in the class, he asked the following questions:

1. What is ZERO?
2. What is INFINITY?
3. Can ZERO and INFINITY be same?

We all thought that we knew the answers and we replied as following:

ZERO means nothing.
INFINITY means a number greater than any countable number.
ZERO and INFINITY are opposite and they can never be same.

He countered us by first talking about infinity and asked, how can there be any number which is greater than any countable number?

We had no answers.

He then explained the concept of infinity in a very interesting way, which I remember even after more than 35 years.

He said that imagine that there is an illiterate shepherd who can count only up to 20.

Now, if the number of sheep he has less than 20 and you ask him how many sheep he has, he can tell you the precise number (like 3, 5 14 etc.).

However, if the number is more than 20, he is likely to say “TOO MANY”.

He then explained that in science infinity means ‘too many’ (and not uncountable) and in the same way zero means ‘too few’ (and not nothing).

As an example, he said that if we take the diameter of the Earth as compared to distance between Earth and Sun, the diameter of earth can be said to be zero since it is too small.

However, when we compare the same diameter of earth with the size of a grain, diameter of earth can be said to be infinite.

Hence, he concluded that the same thing can be ZERO and INFINITE at the same time, depending on the context, or your matrix of comparison.

The relationship between richness and poverty is similar to the relationship between infinity and zero.

It all depends on the scale of comparison with your wants.

If your income is more than your wants, you are rich.
If your wants are more than your income, you are poor.

I consider myself rich because my wants are far less than my income.

I have become rich not so much by acquiring lots of money, but BY PROGRESSIVELY REDUCING MY WANTS.

If you can reduce your wants, you too can BECOME RICH at this very moment.
May your lives get rich by good thoughts, good deeds, good people around you👏

[probal sen @probs2311]

Ha ha ha ha ..spot on

[Ian Cassel @iancassel]

It always feels like you’ll never get another shot to buy a company you want to own and/or add to an existing position, but almost every year the market gives you another opportunity.

[Ian Cassel @iancassel]

One of the hardest parts of investing is when you believe in the long-term thesis, but you know the next quarter or two won't be great. Everyone feels that same short-term pressure which is why it's important to look out 12+ months. Let everyone else play the short-term game.

[Ian Cassel @iancassel]

Give yourself the time to go through the process to be who you want to be. The process is filled with hundreds or even thousands of disciplined boring days with little to no recognition. Then one day someone notices, then another, then hundreds, and then thousands. Keep grinding.

[Historic Vids @historyinmemes]

The Pale Blue Dot is an iconic photograph of Earth captured by the Voyager 1 space probe in 1990. Taken from a distance of around 6 billion kilometers (3.7 billion miles) as Voyager 1 was departing our solar system, the image portrays Earth as a tiny, pale blue speck in the vastness of space. This image is a powerful reminder of our planet's isolation and fragility in the cosmic expanse, highlighting the need for responsible stewardship of our home. The photograph was a result of astronomer Carl Sagan's suggestion to turn Voyager's camera back towards Earth, offering a profound perspective on our place in the universe.

[Ian Cassel @iancassel]

To be the best you gotta be obsessed.

[Ian Cassel @iancassel]

The goal of financial independence is to stop being dependent on others (bosses, clients, a schedule) so that you can pursue/develop your strengths and curiosities. The goal isn't to do nothing, it's to 110% commit to that thing that gives you purpose that doesn't feel like work.

[Ian Cassel @iancassel]

It’s far too easy to dwell on what went wrong in your life instead of being thankful for what went right. Success rarely occurs to those that think the world owes them something. Opportunity gravitates to those with a grateful heart.

[Perpetuity Ventures LLP @PerpetuityH2W]

#Syngene had a consistent 20%+ topline growth during FY11-19 barring 2 years (FY17 - impacted due to fire in one of the facilities)

Trailing 4 quarters: Revenue is growing at 20%+ consistently..

Is Syngene back to its historical growth trajectory?

#Health2Wealth #Perpetuity

[MUMBAI NEWS @Mumbaikhabar9]

Viral | Dudhsagar Waterfalls in Goa this monsoon.

[David Sinclair @davidasinclair]

If aliens saw us speaking to people overseas on pocket devices, speeding in self-driving cars, and flying in giant planes, they’d be shocked that aging still hadn’t been solved

[Aditya Khemka @AdityaKhemka5]

Hare Ram, Hare Ram, Hare Krsnaa, Hare Krsnaa.