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neeguya
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Active in the market since 1991,won and lost in all the ups and down during the course. Now no trading, pure investment , can be either short, medium or long term. My Choices are-- Sun Pharma PTC, cairn india, reliance petro, TCS, Jaipraksh hydro, petronet LNG, reliance ind, Rel comm..
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27 Sep 2008 17:08
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23 Sep 2008 15:51
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Natco pharma has launched another new drug called as albupax, ooooops it should be as --- natco pharma las launched another version of drug paclitaxal (which is now with new vehicle alumin rather than caster oil).
it sounds like natco has discovered new drug but not they have used the newer type of drug vehicle. and that too drug vehicle is not developed by them.
they have used the technology of this drug vehicle and already available paclitaxal drug for breast cancer. mixed both and launched the new drug.
wow where is the patent of new drug ?- sorry sir, its generic version so they cant be given the patent of it.
in total it will replace the present sale of paclitaxal which has small share in breast cancer treatment. (paclitaxal is not the only medicine used for that).
soon or later other will join the wagon as natco can not maintain the alone generic maker of the same.
now good part is natco may launch many more drugs with this vehicle, so that keeps the hopes alive that natco may gain.
but forex losses are high and their US business is going to drain as price paid was too high.
...
it sounds like natco has discovered new drug but not they have used the newer type of drug vehicle. and that too drug vehicle is not developed by them.
they have used the technology of this drug vehicle and already available paclitaxal drug for breast cancer. mixed both and launched the new drug.
wow where is the patent of new drug ?- sorry sir, its generic version so they cant be given the patent of it.
in total it will replace the present sale of paclitaxal which has small share in breast cancer treatment. (paclitaxal is not the only medicine used for that).
soon or later other will join the wagon as natco can not maintain the alone generic maker of the same.
now good part is natco may launch many more drugs with this vehicle, so that keeps the hopes alive that natco may gain.
but forex losses are high and their US business is going to drain as price paid was too high.
...
16 Sep 2008 15:56
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Pl note that because of Lehman failure,indians can not stop watching movies in auditorioums....
i wish they would have been just theater owners,
they are into film distribution also,
that means when a film flops they do suffer losses,
so lets presume recession comes and the number of hit films reduces, what will happen to so callled flops. who will bear the losses.
becoz they have a audience capacity so they have to run even flop films without knowing that its going to bomb.
result anyone can guess.
they are into production of TV serials and movies. so if those one flops its balance sheet is going to reflect that as well.
anyway it has a reco of multibagger purely on operators call.
...
i wish they would have been just theater owners,
they are into film distribution also,
that means when a film flops they do suffer losses,
so lets presume recession comes and the number of hit films reduces, what will happen to so callled flops. who will bear the losses.
becoz they have a audience capacity so they have to run even flop films without knowing that its going to bomb.
result anyone can guess.
they are into production of TV serials and movies. so if those one flops its balance sheet is going to reflect that as well.
anyway it has a reco of multibagger purely on operators call.
...
16 Sep 2008 05:28
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2nd-Oct-2007 by
neeguya
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neeguya




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