Jeady

Equity investor with a focus on valuation, growth, and strategic portfolio building

Looking for wisdom and growth

[Gujarat Plus @gujarat_plus_]

Vadodara's new bridge lets you walk through a crocodile's mouth.🐊🌉

🔹 57-metre-long crocodile-shaped pedestrian bridge at Sayaji Baug
🔹 7.80 metres wide with dedicated walkway & cycle track
🔹 Advanced LED lighting for night views
🔹 Project cost: ₹11.25 crore

Sayaji Baug's iconic new landmark.

[Anthony Pompliano 🌪 @APompliano]

International investors are under-allocated to US stocks.

Tokenization is already driving capital from emerging markets into the stock market.

[Sekhar @LearningEleven]

Shilpa Medicare

[Free 5G Training @5Gtraining]

ZTE Technologies Magazine, June 2026 looks at Autonomous Networks in depth. Check it out: https://t.co/unLFnW63VG

#Free5Gtraining #3G4G5G #ZTE #China #5G #5GAdvanced #6G #AutonomousNetworks #L4autonomy #AgenticTelecomLLM #RAN #OandM

[Anand Luhar @anand_luhar]

New Start up india

de-ethanolizer

[ET NOW @ETNOWlive]

#StockInNews | Greaves Cotton has established Greaves International Trading FZE in Dubai

#GreavesCotton #Dubai #GlobalExpansion

[RedboxGlobal India @REDBOXINDIA]

CUPID: CO PROJECTS ₹150 CR+ Q1 FY27 REVENUE | MANAGEMENT UPS FY27 OUTLOOK TO ₹660 CR+ FROM ₹600 CR

[Jeady @imjeady]

Reliance Power Targets AI Growth with 4 New Subsidiaries Amid ₹9,000 Crore Fundraising Plans

Next STL tech?? 😁

#sterlitetech #rpower #Reliancepower

[Free 5G Training @5Gtraining]

3GPP Rel-19 Summary slide set by 3GPP - https://t.co/6ETDYYtoG2

You can also read our blog post on The 3G4G blog - https://t.co/dYUwA4LiFg

#Free5Gtraining #3G4G5G #5G #5GAdvanced #3GPP #Release19

[Intrinsic Compounding @soicfinance]

Shilpa medicare has signed a co-development and supply agreement with Orion Corporation, a Nordic pharmaceutical company based in Finland, to bring an intravenous nivolumab biosimilar to the European market.

Nivolumab is a major immuno-oncology drug (a PD-1 checkpoint inhibitor) used in cancers like melanoma and lung cancer. The originator product recorded roughly USD 4.1 billion in European sales in 2025

Disclaimer : Not a buy/sell recommendation.

[Alex @alexfldm]

Is Shilpa Medicare Quietly Turning the Corner? A Deep Dive into Its Re‑rating Potential

Over the last 2–3 years, Shilpa Medicare has moved from being a capex-heavy, promise-heavy story to a business that is actually delivering numbers – and quietly rebuilding its strategic position in complex pharma and CDMO.

Here’s a synthesis of recent developments and growth potential

Business model: from “plain generics” to complex + CDMO
Management has been deliberately repositioning Shilpa around:

Complex, high‑barrier APIs (oncology, peptides, polymers)
Differentiated formulations (505(b)(2) injectables, transdermal patches, ODFs)
Biologics & recombinant albumin
Integrated CDMO (API + FDF + biologics)

This is visible in the numbers:
Formulations and biologics/CDMO now contribute a growing share of revenue and an outsized share of profit, while commodity APIs are being deprioritised.

Key positive developments in the last 12 months

a) NorUDCA – first-in-class NAFLD therapy in India

Successful Phase III with strong fibrosis-reversal data.
CDSCO approval and launch as NODUCATM; Shilpa is the first company globally with NorUDCA approved for NAFLD.
Go‑to‑market: partnered with 3 large Indian companies + own brand.
Management estimates capturing 10–20% of treated NAFLD patients in India over 3–5 years.
India ramp from FY27; global development (EU/US) to start from FY27.

b) Recombinant Human Albumin (rHA) – de‑risking & monetisation

rHA produced via yeast (Pichia); animal‑origin‑free, high purity.
EU‑exclusive therapeutic commercialisation deal with Orion – upfront + milestones already flowing into licensing income.
US DMF filed for excipient-grade albumin; samples with clients in evaluation.
India and EU Phase III studies to start in FY26; 12–15 month trials followed by filings ⇒ potential launch around FY28–29.

c) Oxylanthanum Carbonate (OLC) – CDMO still intact

Unicycive’s OLC (hyperphosphatemia) received an FDA CRL due to issues at a third‑party DP CMO, not Shilpa’s data.
Tech transfer completed to a new USFDA/EU‑approved CMO; registration batches made and submitted.
Shilpa is building a dedicated block for OLC (API + FDF), with client funding support.
Management now guides for approval and commercialisation in FY27. Still seen as a “significant” multi‑year revenue driver.

d) Biologics & biosimilars – platform validated

Biologics site (Dharwad) received EU GMP and additional Gulf approvals.
Aflibercept biosimilar in India Phase III, targeted for FY27 launch; partners already onboard in India and Russia.
Nivolumab, Pembrolizumab, Daratumumab, Dupilumab, Trastuzumab at various late‑preclinical / scale‑up stages.
Novel biologics (mAbTree oncology mAb, Alveolus LBP) expected to enter Phase I human trials in FY27.
Biologics CDMO: 5–6 active programs, including a long‑term microbial CDMO contract (DS+DP).

e) Peptides, polymers & API/CDMO

GLP‑1 peptides:
Liraglutide – validation done; DMF ready; global filings and captive formulation underway.
Semaglutide – development complete; PV campaign to finish by Q4 FY26, filings in H1 FY27.
Third high‑capacity peptide line under construction.
Specialty polymers: large non‑pharma contract (~USD 4 mn) in steady state; ophthalmic polymers developed with global customers.
API: Tranexamic and UDCA capacities expanded; NorUDCA API commercialising; multiple validation‑stage oncology APIs (Nilotinib, Palbociclib, Olaparib, etc.).

f) Structure & management

Merger of Shilpa Therapeutics into Shilpa Medicare approved by NCLT (app. date 1 Apr 2025) – simplifies structure and brings ODF/TDS fully under the listed entity.
New COO–Formulations appointed (Dr. Vellaian Karuppiah), consolidating leadership for the ramp‑up phase.
Latin America biosimilar commercialisation deal signed with SteinCares.

[HFCL Limited @hfclg]

What if the future of fiber wasn’t about laying more cables, but about designing smarter ones?

In this episode of Time Machine, we explore how high-density microcables are redefining fiber deployment by enabling greater capacity, faster rollouts, and more scalable network expansion, all within existing infrastructure.

From FTTx and metro networks to hyperscale data centers, discover the engineering innovations shaping the next generation of optical connectivity.

🎙️ The episode is now streaming on Spotify: https://t.co/bGjhiDI9xz

#TimeMachineWithHFCL #OpticalFiber #FiberNetworks #HighDensityFiber #Podcast

[Rohit @ai_rohitt]

INSTEAD OF WATCHING AN HOUR OF NETFLIX TONIGHT.

This 60-minute Cambridge lecture by Demis Hassabis will teach you more about the future of AI than most people will learn in the next 5 years.

Bookmark it and give it an hour, no matter what.

[Intrinsic Compounding @soicfinance]

Use Claude to do Peer-to-Peer Analysis of companies ⚔️

[Femke Plantinga @femke_plantinga]

Skip transformer math to build AI agents in 2026.

You just need these 6 (+1) core architectural pillars.

𝟭. 𝗠𝗼𝗱𝗲𝗹 𝗖𝗼𝗻𝘁𝗲𝘅𝘁 𝗣𝗿𝗼𝘁𝗼𝗰𝗼𝗹 (𝗠𝗖𝗣)
Think "USB-C for AI." One universal standard that lets any agent plug into external tools and data — instead of hand-building an integration for every tool. Anthropic introduced it; the industry adopted it fast.

𝟮. 𝗔𝗴𝗲𝗻𝘁 𝗟𝗼𝗼𝗽𝘀
The engine behind every agent. A cycle of: perceive → think → act → observe → repeat. The agent keeps looping until the task is done, or it decides it's stuck. No loop, no autonomy.

𝟯. 𝗦𝗸𝗶𝗹𝗹𝘀
The agent's job description. MCP handles the connection and tools expose the API, a Skill is the higher-level logic that orchestrates them into a finished outcome.

𝟰. 𝗦𝗶𝗻𝗴𝗹𝗲 𝘃𝘀 𝗠𝘂𝗹𝘁𝗶-𝗔𝗴𝗲𝗻𝘁 𝗔𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝘂𝗿𝗲
Two ends of one spectrum. Single-agent: one LLM runs the whole pipeline. Multi-agent: specialized agents split the work, one retrieves, one validates, one writes, trading simplicity for scale.

𝟱. 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗥𝗔𝗚
RAG with a brain. The agent can route queries to specialized knowledge sources, validate retrieved context, and make dynamic decisions about what information to use.

𝟲. 𝗔𝗴𝗲𝗻𝘁 𝗠𝗲𝗺𝗼𝗿𝘆
Short-term lives in the context window; long-term is pulled on demand from external stores (knowledge bases or vector databases). It's what keeps agents coherent across interactions, and lets them learn from past ones.

𝟳. 𝗛𝘂𝗺𝗮𝗻-𝗶𝗻-𝘁𝗵𝗲-𝗟𝗼𝗼𝗽 (𝗛𝗜𝗧𝗟)
The ultimate guardrail. Autonomous loops are powerful, but pure autonomy is dangerous for high-stakes tasks. HITL inserts human checkpoints for approval or correction before critical actions run.

Which term would you add? 🤔

[ValueEquity @EquityValueIn]

Kirloskar Oil engines , today everyone is asking this question if they can close the gap with Cummins , when we did last month in the note below

What I am proud of here is the way we we were able to catch this when no one was talking about it at all and get the substack note published as well , returns coming that fast is luck

Really happy with the work on KOEL and note we published , staying ahead of the curve rewards big if process is strong

[ValueEquity @EquityValueIn]

Coal Gasification , Air Blown Gasifier mechanism , mapping the process and commercial viability

Remains crucial to study this at this time , considering the global crisis as well as Government recent push on this

One thing I would recommend people interested to study in this is global players , read what Mitsubishi and other are doing here , a lot will be clear at plant economics level

We have also written a detailed note on this in the Indian Context
https://t.co/tYlQ6VE9r2

[Sona Comstar @sonacomstar]

As we continue our journey to build an Indian product engineering company that the world can be proud of, our focus remains unchanged: creating long-term value for our customers, employees and shareholders.

Read more from our Managing Director & Group CEO, Mr. Vivek Vikram Singh, in the Annual Report 2025–26: https://t.co/pU6a7CWT0e

[ValueEquity @EquityValueIn]

Sona Comstar , reading the annual report today , it is probably one of the most honest and heartfelt reports written with Vivek Singh's thoughts , as well for the management highlighting the recent loss in their family and a tough year for them , appreciate their honesty with the kind of challenges a high end precision engineering co can face

Interesting to read their capability depth , railways integration with panels , PV R&D focus and a lot more , I would say must read annual report , have highlighted pages that I also found interesting in the report

Great companies take time to build , especially through challenges they always come out better !

[Beat The Street @BeatTheStreet10]

Where do Indian Optical Fibre Players stand?

Globally (ex China) - Sterlite Technologies is 4th Largest while HFCL is 9th largest player