theHarshFolio
theHarshFolio

@theHarshFolio

6 Tweets 3 reads Jun 19, 2022
Have been working on a presentation on Eris Lifesciences, pre and post-IPO, company's growth and margins have shown drastically different trends
Execution has been top-notch in anti-diabetes therapy and better than average in cardiovascular
Growth in vitamin has largely been due to Strides acquisition, that being said company has grown Renerve franchise very well
Other segments have not shown meaningful growth
Despite lower than historical growth, it has been at a premium to market growth and in the top decile among mid and large pharma cos
A large part of operating cashflows have been sent on acquisitions, growth in sales has largely resembled growth in # of stockists and IPM ranks have improved by 8 points in last 5-years

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