Sharad

Rakhdoo Traveler, Love Music,Nature & Sports..

[Office Of Vijay Patel @VijayGajeraO]

Retweet this tweet if you think Abhijeet Dipke, Saurav Das, and Ashutosh Ranka should be arrested under UAPA for waging a regime change war against our country with the help of foreign powers.

They should be put behind bars with their friend Umar Khalid.

[Sharad @sharad_bhatt]

@RanvirShorey Wordle 1,926 5/6*

⬜⬜⬜⬜⬜
⬜🟨⬜⬜⬜
🟩🟨🟩⬜🟨
🟩🟩🟩🟨⬜
🟩🟩🟩🟩🟩 🙏

[Sharad @sharad_bhatt]

@oldschoolinvest Same here for Tata Elxsi..😊🙏

[Sharad @sharad_bhatt]

@oldschoolinvest If one can control the urge for quick money & fomo then only one can survive in long run..🙏

[Sharad @sharad_bhatt]

@sabeer And I thought you are mentally bankrupt only in your political views but your mental bankruptcy of finance & economics is of another level.. 😞

[Sharad @sharad_bhatt]

@RanvirShorey Wordle 1,924 4/6*

⬜⬜⬜🟨⬜
🟨⬜⬜🟨🟩
🟩🟩⬜🟨🟩
🟩🟩🟩🟩🟩. 😊🙏

[Sharad @sharad_bhatt]

@anandmahindra @MahindraRise Missed the Discount as born in 1962…😞 Hope will get it when I change from xuv to EV..😊🙏

[Sharad @sharad_bhatt]

Jharkhand minister's daughter, 3 others die as car rams parked truck in Jamshedpur
https://t.co/UK70hO9RLk
-via inshorts

[Sharad @sharad_bhatt]

RT @IGR_Media: #PalkiSharmaShow: The UN General Assembly has seen its share of drama from leaders banging their fists on the table and call…

[Sharad @sharad_bhatt]

@FI_InvestIndia @nsitharaman I have also told you earlier and telling you again ask her to only apply LTCG when funds are transferred in the investors Bank Account, so basically no LTCG if you move from one stock to another or one MF to another.🙏

[Sharad @sharad_bhatt]

@oldschoolinvest Just because of increased LTCG & STCG…😀😀

[Sharad @sharad_bhatt]

@RanvirShorey Wordle 1,922 3/6*

⬜🟨⬜⬜🟨
🟨🟩⬜🟨⬜
🟩🟩🟩🟩🟩

[Sharad @sharad_bhatt]

Wordle 1,922 3/6*

⬜🟨⬜⬜🟨
🟨🟩⬜🟨⬜
🟩🟩🟩🟩🟩

[Sharad @sharad_bhatt]

@oldschoolinvest Now I know why Modiji is talking about 2047… and you talk about long term investments.😊🙏

[Sharad @sharad_bhatt]

@sabeer Like you hide your Baldness by using Cap right..😊🙏

[Sharad @sharad_bhatt]

@sabeer PM @narendramodi is the ONLY leader who has taken up this issue very seriously and has worked successfully in providing toilets to such people but Idiot like yourself won’t understand that as you only know how to do verbally defecate on SM.

[Intrinsic Compounding @soicfinance]

The peptide market: $51 Bn TAM, on its way to $100 Bn by FY34. The pipeline went from ~100 molecules to 800 in development. Semaglutide alone is a $24 Bn drug.

But here's the part that matters throughout the value chain

A peptide is made on an 8-step assembly line: synthesise the amino acids -> anchor them to a bead -> add one link at a time -> cleave -> purify -> freeze-dry -> fill into a pen. Making the peptide is cheap. Anyone can string amino acids together.

The whole moat sits at Step 6: purification. It's slow, it's the hardest capability to build, and it's where the value quietly concentrates.

So who captures it?

-> Upstream (Aminos Acids): commodity building blocks, thin margins but steady.
-> Midstream CDMOs (synthesis + purification): 20-30%+ EBITDA, customer switching takes 2-3 years to re-qualify. This is the sweet spot.
-> Downstream (Dr. Reddy's, Sun, Zydus + Shaily's pen-device near-monopoly in India): highest absolute margins, but generics compress them over time.

The number to internalise: an FDA-inspected peptide purification line with 3+ commercial programs takes a rival 5+ years and $100M+ to replicate.
The largest position is rarely the most durable one. The one that's hardest to copy is.

Disclaimer : Not an investment advice.

[Sharad @sharad_bhatt]

@sabeer @ankurv90 You are also educated but that hasn’t changed anything. You still remain Manipulative..😞

[Sharad @sharad_bhatt]

@nakulvibhor Can you check United Sprites for me? Holding since 600… Not sure what to do now.

[Sharad @sharad_bhatt]

@nakulvibhor Yes sirji… 😊🙏