ESDM- Electronic System Design & Manufacturing
Source: Investor Presentation of Kaynes Technology India Ltd
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Mega Trend: India ESDM
Author: Raoji
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India’s Hockey Stick Curve
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Linkfest: 18 May, 2023
Some stuff I am reading today morning:
Cabinet approves PLI schems for IT hardware (BW)
FIIs turn bullish on India (FE)
Online bond platforms see sharp jump in retail participation (MC)
How Quant investing is helping investors beat the market (Forbes)
Interview with Aswath Damodaran (The Long View)
Interview with Raghuram Rajan (The Market)
Things professional investors should say but can’t (BI)
Gutter Capital wants to upend the VC model (Fast Company)
The Triumph of Debt (Daily Reckoning)
Mr. Market is in denial over TINA’s passing (Felder Report)
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Linkfest: 17 May, 2023
Some stuff I am reading today morning:
Monsoon arrival on June 4 (MC)
Return of industrial stocks (Fortune)
Notes from my US visit (Sunil Singhania)
On Negative Cash Conversion Cycles (Rama Krishna)
Tiger Global to sell stakes in private cos (FT)
Interview with Elon Musk (CNBC)
Startup: Roadcast (Forbes)
The best investment strategy is always the same (Prem Watsa)
The spectrum of financial independence (Morgan Housel)
Chores (Seth Godin)
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Pharma’s 90% Problem
Source: Forbes
There are three main wholesalers, AmerisourceBergen, Cardinal Health, and McKesson Corporation that account for more than 90 percent of wholesale drug distribution in the United States.
With multiple suppliers, wholesalers end up having a lot of bargaining power. Additionally, there are always new suppliers entering the market, who are willing to drop prices further to enter the market. So wholesalers negotiate with the existing players to offer the same price, for them to retain their existing market share—hence constantly hitting the prices.
This leads to almost 90 percent price erosion, from the price at which the innovator sold the drug versus the generic drug prices.