Being a new investor , Is it viable to invest in green signal , under current scenario as per the expert review growth of pharma industry , Suggest me please ?
How to ensure at least 1lot from this Ipo as RII subscription expected to be in higherâ„…. I ll apply 2 lots from 2 application. Any other trick ? Guys Share ur experience .
1. Even though the reported EPS for 2015-16 is Rs.1.45, in actual terms, the company had earned an EPS of Rs.3.90 for 2015-16. Hence the asking price of Rs.80 works out only to a little above 20 PE multiples as against over 30 multiples for Pharma Industry 2. BCG Vaccine need not be treated as single product, as it is existing for the past 100 years. No substitute has been found out so far. So the use of single product company by any one is ignorance. 3. UNICEF''s order to GSBPL till 2018 is only 14% of the total order. As UNICEF''s tender process and GSBPL''s WHO PQ were at the same time, the full potential of GSBPL was not visible. For their lowest quote, GSBPL should have got more quota. We may expect increased requirement from UNICEF for 2017 and 2018 and a better quota for the next 3 year contract commencing from 2019. GSBPL can also quote higher rate during the next contract. 4. Someone has rightly observed that the margins of Serum Institute is around 50% whereas the margins for GSBPL is around 25%. Thus there is ample scope for GSBPL to improve their PAT margin.
Taken from WHO Global TB report 2016
1. Globally only 7.1% of children below 5 years having confirmed TB cases have started TB preventive treatment in 2015. When more children start taking preventive treatment, business potential for GSBPL increases. 2. It is seen that TB cases among adults is going up. Hence more and more countries would make BCG vaccination during child birth compulsory to avoid adult TB cases 3. Of the 30 high TB/HIV burden countries, 21 did not report any provision of preventive treatment in 2015. When such make provision, naturally it will result in increased business for GSBPL. 4. The birth of nearly 230 million children under age 5 worldwide (about 1 in 3) have never been officially recorded. Hence countries will make reporting of child birth compulsory and more kids under 5 can be covered for TB prevention treatment. 5. As per figures released by WHO/UNICEF upto 2015, 170 countries are now tagged to uNICEF. Of this, 7 countries have reported less than 50% coverage, 14 countries reported coverage between 50% and 75%, 31 countries reported coverage between 76% and 90%. Majority of them are African Countries. If all these countries decide to increase their coverage, it is business potential for BCG Vaccine and GSBPL.
6. Instances of TB in Britain are stubbornly high. Now 20000 babies may be at risk, because they have not been immunized. It is becauseof BCG vaccine shortage and no one seems to be keeping track of who has not been given it. Experts warn that could cause huge problems in the years to come. Source http://newsvideo.su
1. Even though the reported EPS for 2015-16 is Rs.1.45, in actual terms, the company had earned an EPS of Rs.3.90 for 2015-16. Hence the asking price of Rs.80 works out only to a little above 20 PE multiples as against over 30 multiples for Pharma Industry
2. BCG Vaccine need not be treated as single product, as it is existing for the past 100 years. No substitute has been found out so far. So the use of single product company by any one is ignorance.
3. UNICEF''s order to GSBPL till 2018 is only 14% of the total order. As UNICEF''s tender process and GSBPL''s WHO PQ were at the same time, the full potential of GSBPL was not visible. For their lowest quote, GSBPL should have got more quota. We may expect increased requirement from UNICEF for 2017 and 2018 and a better quota for the next 3 year contract commencing from 2019. GSBPL can also quote higher rate during the next contract.
4. Someone has rightly observed that the margins of Serum Institute is around 50% whereas the margins for GSBPL is around 25%. Thus there is ample scope for GSBPL to improve their PAT margin.
Taken from WHO Global TB report 2016
1. Globally only 7.1% of children below 5 years having confirmed TB cases have started TB preventive treatment in 2015. When more children start taking preventive treatment, business potential for GSBPL increases. 2. It is seen that TB cases among adults is going up. Hence more and more countries would make BCG vaccination during child birth compulsory to avoid adult TB cases 3. Of the 30 high TB/HIV burden countries, 21 did not report any provision of preventive treatment in 2015. When such make provision, naturally it will result in increased business for GSBPL. 4. The birth of nearly 230 million children under age 5 worldwide (about 1 in 3) have never been officially recorded. Hence countries will make reporting of child birth compulsory and more kids under 5 can be covered for TB prevention treatment. 5. As per figures released by WHO/UNICEF upto 2015, 170 countries are now tagged to uNICEF. Of this, 7 countries have reported less than 50% coverage, 14 countries reported coverage between 50% and 75%, 31 countries reported coverage between 76% and 90%. Majority of them are African Countries. If all these countries decide to increase their coverage, it is business potential for BCG Vaccine and GSBPL.
6. Instances of TB in Britain are stubbornly high. Now 20000 babies may be at risk, because they have not been immunized. It is becauseof BCG vaccine shortage and no one seems to be keeping track of who has not been given it. Experts warn that could cause huge problems in the years to come. Source http://newsvideo.su
66. PearlRohit| Link| Bookmark|
November 5, 2016 11:52:29 AM
Top Contributor (200+ Posts, 100+ Likes)
GRAY MARKET PREMIUM KITNA HAI? PER APPLICATION KITNE ME BIKTI HAI ?