The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 10 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Juneja: Mankind will use semaglutide as a frontend to cross-sell lifestyle supplements
“So what our philosophy is, along with this, our focus would be on supplements. I mean, this would be front end, but actually, we will be selling the complete lifestyle. Protein, supplements, vitamins, other requirements. The complete, I mean, chain, the ecosys…”
Juneja: Low drug prices make government Jan Aushadhi pharmacy franchises commercially unviable
“Because if you sell something at a very cheap price, to run that Jan Ojdi, is a problem. You can look, if your daily sale is say, for example, 2000 rupees, what will you earn out of that? You need to have at least 50,001 lakh rupees sales daily. Then you earn …”
Juneja: Mankind Pharma intentionally caps EBITDA at 26% to fuel growth
“See, I mean, it depends upon, I mean, if you just look at mankind, our EBITDA is always in between 25, 26%.
Intentionally.
Because we just want to grow faster.
We spend more.
We can increase it.”
Juneja: Mankind Pharma intentionally priced products 60% below leading competitor brands
“Keeping everything in mind, we intentionally kept our prices, 50%, 60%, 40%, more affordable than best of the companies.”
Juneja: Mankind Pharma will not acquire Bold Care due to Manforce ownership
“Are you interested in buying Bold Care? No. We have our own man force. We've got many opportunities of buying them in different kind of brands, but man force is man force.”
Juneja: Pharma sales reps for unbranded companies must become personal brands
“So when you work in that kind of a company, ah, if you will not become a brand yourself, ah, company will not run.”
Juneja: Mankind Pharma spends 2.75% of revenue on R&D, planning annual increases
“See, a company like us, we spend 2.75% on R&D. And what we've decided now, every year, we're supposed to increase it by 5.5%.”