We’re excited to be hosting something special alongside AWS this Bio-IT week.
PTP is teaming up with Amazon Web Services for “An Evening with AWS & PTP at the F1 Arcade”- a relaxed, high-energy after-party following the Bio-IT World Conference & Expo in Boston.
This event is all about connection. No formal agenda, no pressure - just an opportunity to unwind, continue conversations from the conference, and meet others across biotech and life sciences in a more informal setting.
We’ve chosen a venue that brings a little extra energy to the night. Whether you’re there for great conversations, new connections, or want to jump into the F1 racing simulators for some friendly competition, it’s designed to be a memorable experience.
Looking forward to bringing together clients, partners, and peers for an evening that blends community, innovation, and a bit of fun.
Join us:
- F1 Arcade Boston
- 87 Pier 4 Blvd., Boston, MA
Register here: na2.hubs.ly/H04yN9f0
#PTPcloud #AWS #BioIT #LifeSciences #Biotech #Networking #BostonEvents
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🔔 @packyM is now following @AlexKolicich (4.7K followers, account created 12 years ago)
Description: Writing: alexkolicich.com/ Founding GP @8VC Former @PalantirTech, @Google, Clarium, @UWaterloo Interested in IT, BioIT, Macro, Public Equities
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Great opportunity for a #PhD on how lipid metabolism regulates immune cell function in diseases such as cancer and autoimmunity. Train in immunology, bioIT, & metabolism.
Apply in parallel in two sites:
1. UNLIMITED: unimedizin-mainz.de/unlimite…
2. Local partner site that you choose.
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Jan 16
I don’t think that’s what this conference is for. It’s designed for financing. What else would you expect? That’s like asking why don’t they do more financing and capital allocation presentations at BioIT. I think your frustration is legit but misplaced
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26 Nov 2025
After a decade in TechBio/BioIT I have finally started to see numerous technologists recognize where value in therapeutics is actually created (First in human)
Think this new gen of AI-bio companies will be different. Bullish
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7 Nov 2025
India’s $300B Bioeconomy by 2030 🌱
NITI Aayog projects India’s bioeconomy to hit $300B, contributing 4.25% to GDP - powered by renewable biological resources.
🔹 BioIndustrial – 47.2%
🔹 BioPharma – 35.2%
🔹 BioAgri – 8.1%
🔹 BioResearch & BioIT – 9.4%
Key enablers:
BioE3 Policy | National BioPharma Mission | Ethanol Blending | Bio RIDE
Listed plays:
🔸 Biocon
🔸 Praj
🔸 Godrej Agrovet
🔸 Sai Life Sciences
💭 Are you holding or tracking any of these companies?
🚫 No Recommendation.
1 Jun 2025
Laurus Labs: CDMO Pivot in Progress
- FY25 = inflection.
- From ARV dependence to CDMO dominance.
- Infrastructure ✅ Pipeline ✅
- Execution? Now begins.
FY25 Snapshot
🔹CDMO Revenue: ₹1,534 Cr (↑42%)
- Small Molecule: ₹1,374 Cr (↑49%)
- Bio-CDMO (Laurus Bio): ₹160 Cr (flat YoY)
🔹CDMO mix: 28% of total revenue (vs 13% in FY20)
🔹Generic API: ₹2,438 Cr (↓4%)
🔹FDF: ₹1,582 Cr (↑12%)
🔹ARV: ₹2,559 Cr (flat YoY | 45% mix vs 67% in FY20)
🗣️ Dr. Satya Chava:
“We are working on 110 active CDMO projects... 90 in human health, 15 already commercial.”
“We’ve seen 1.5x expansion in our client base YoY.”
Bull Case: Flywheel Gains Momentum
🔹₹3,200 Cr capex cycle done (FY22-25)
🔹R&D infra ready (2L sq.ft Genome Valley site)
🔹FY26 triggers:
- Vizag fermentation site (₹250 Cr)
- ImmunoACT CGT facility (2,500-patient capacity by Sept’25)
🗣️ Dr. Chava:
“The overlap of biology and chemistry is a clear winner... our enzyme engineering and flow capabilities are now commercial.”
🔹 Asset Turns: 0.83x (FY25) → Target: 1.5x
🔹 FDF growing as a margin stabilizer
🔁 Margins already rebounding:
→ EBITDA margin: FY25 20.1% | Q4 27.7%
Bear View: Scale Challenges Remain
🔸Bio-CDMO (Laurus Bio) flat at ₹160 Cr
🔸Working capital elevated due to CDMO delivery cycles
🔸ROCE still muted at 9.7% (despite ₹3,200 Cr in capex)
🔸PAT: ₹358 Cr (↑122%) - CDMO yet to fully reflect in bottom line
🔸ARV still dominant at ₹2,559 Cr (~45% of revenue)
🗣️ CFO Ravi Kumar:
“Working capital is stuck in CDMO projects with long lead times... and FDF exports add to receivables.”
Triggers to Track
✅ CDMO wins in Animal Health & Crop
✅ Vizag Bio-fermentation plant commissioning (end FY26)
✅ FDF scale-up from Q3FY26 (new partner expansion)
✅ Asset utilization lift (target >1.2x)
✅ EBITDA margin sustainability >25%
🗣️ Dr. Chava:
“Our FDF expansion in US/Canada and with CMO partners will pick up meaningfully from Q3FY26.”
Strategic Levers
🔹ImmunoACT → 2,500 CAR-T capacity ready by Sep’25
🔹Animal API facility (MB3) live
🔹Crop science unit commercialized
🔹KRKA JV in place for EU expansion
🔹Technologies: Peptides | Biocatalysis | Flow Chemistry
🗣️ Dr. Chava:
“We are now getting projects where we design and supply enzymes for Big Pharma - that is a huge shift.”
🧭Investors Compass View
🔹Infra ready
🔹Platform validated
🔹Now comes operating leverage & client stickiness
📌 Watch for:
🔹CDMO share hitting 35-40%
🔹Margin ROCE lift
🔹Bio-CDMO monetization
🔹PAT & FCF scale-up from FY26
- The machine is primed. FY26 will test its rhythm.
#StocksToWatch #StocksInFocus #lauruslabs #cdmo #laurus
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11 Sep 2025
India’s Bioeconomy Fuels Future Growth!
Expanding from USD 10 bn (2014) to USD 165.7 bn (2024), India’s bioeconomy targets USD 300 bn by 2030 contributing 4.25% to GDP.
Driven by BioPharma, BioAgri, BioIndustrial and BioIT, the sector is creating jobs, boosting sustainability and positioning India as a global biotech leader.
#NextGenAvenues
#NewIndia
#Bioeconomy
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10 Sep 2025
India’s Bioeconomy Fuels Future Growth!
Expanding from USD 10 bn (2014) to USD 165.7 bn (2024), India’s bioeconomy targets USD 300 bn by 2030 contributing 4.25% to GDP.
Driven by BioPharma, BioAgri, BioIndustrial and BioIT, the sector is creating jobs, boosting sustainability and positioning India as a global biotech leader.
Visit: linkedin.com/pulse/explore-n…
#NextGenAvenues
#NewIndia
#Bioeconomy
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7 Sep 2025
The BioIT and Research Services segment holds a 9.4% share of India’s BioEconomy, with a value of $15.6 billion
It covers contract research, clinical trials, bioinformatics, biotech software, and bioeducation.
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4 Sep 2025
Legacy systems hold research back.
Agile IT enables unified platforms, streamlined workflows, and AI-powered insights that accelerate discovery. Learn how leading organizations are staying competitive.
Get the white paper: is.gd/BrtAND
#DrugDiscovery #Biotech #DataDriven #BioIT #BioITWorld #AgileIT #AI
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1 Sep 2025
Celebrating One Year of BioE3: From Policy to Action!
On 31st AUgust, 2024 #BioE3 policy was officially launched.
To mark one year completion of the policy, Honb’le Union Minister @DrJitendraSingh, stated,
“We do not wait for others to take the initiative, we are among the first to launch an institutionalized policy, the BioE3 Policy.
India has set up 21 biofoundries which is not a small thing. Presently 100 incubators and 4000 startups are in the country. The #bioeconomy has soared from 86 billion in 2020 to 165.7 billion in 2024.
The sectors contributing to this surge are Bioindustrial sector at 47.2%, Biopharma at 35.2%, BioIT/Research at 9.4%, and BioAgri at 8.1%.
This is a reflection of India’s potential as a global Biohub.”
#AtmanirbharBharat #ViksitBharat
@DrJitendraSingh
@rajesh_gokhale
@dralkasharma25
@BricDbt
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26 Aug 2025
BioEconomy Bulletin #2
Celebrating 1 Year of BioE3 Policy!
India’s BioEconomy is booming at $165.7 billion in 2024, fuelled by four key pillars.
The bioindustrial sector forms the largest share, driving innovation in manufacturing and sustainable solutions.
Biopharma plays a crucial role in advancing healthcare and life sciences, while bioIT and research strengthen data-driven discoveries and scientific progress.
Complementing these, bioagriculture contributes to sustainable farming and food security. Together, these sectors form the backbone of India’s rapidly growing bioeconomy.
Join the #BioE3Pakhwada as we decode the building blocks of India’s bioeconomy.
#BioE3 #BioBoom #Bioeconomy #AtmanirbharBharat #ViksitBharat
@DrJitendraSingh @rajesh_gokhale @dralkasharma25 @BricDbt @NABI_India @bric_ils @NIPGRsocial @NImmunology @DBT_NBRC @FollowDbtNibmg @DBT_NCCS_Pune @HydNiab @DBT_CDFD @RGCB_Trivandrum @THSTIFaridabad @DBT_inStem @DBT_IBSD @ICGEBNewDelhi @unescorc @BIRAC_2012
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8 May 2025
🚨Public Data Resources Are Disappearing — Help Shape the Future of Scientific Research by June 2! 🚨
Federally funded datasets have powered decades of scientific breakthroughs. But as highlighted in a recent NEJM article, vital U.S. health data are quietly disappearing—with little explanation and major consequences for research, innovation, and public health. We're collecting insights from the global research and biopharma community to understand the real-world impact of losing access to these resources.
If your work depends on public data—U.S.-hosted or otherwise—please take 10 minutes to complete this anonymous survey. Your input will help inform advocacy efforts, shape funding strategies, and support risk planning.
🔗Survey Link: surveymonkey.com/r/BioITPubl…
🗓️ Deadline: June 2, 2025
📬 This survey was developed by members of the Global Alliance for Open Science (GAFOS), a collaborative group formed at the 2025 Bio-IT World Conference & Expo. Contributor contact information is included within the survey for those interested in staying engaged.
We're working to gather meaningful insights by June 2, share results with the broader community, and continue this important dialogue throughout the year.
Please help amplify this effort by sharing the post with your network.
Let’s ensure public data remains accessible, protected, and impactful. Your voice matters.
#PublicData #OpenScience #LifeSciences #Biopharma #ResearchInfrastructure #NIH #GlobalResearch #DataAccess #BioIT #DataJustice #Survey
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The video of my talk at the BioIT World is available and I think that this is the most important dilemma in AI-powered drug discovery that every successful company must solve. AI is evolving much faster than it takes to validate it. And even with the aggressive drug discovery timelines, it is impossible to move at the speed of AI. That is why you need to have the AI software business. Most of the AI companies with the pipeline have obsolete AI and most of the AI companies without the pipeline do not know if their AI works for a real program where you need to confirm hundreds if not thousands of generation conditions.
IMHO, this is the biggest challenge in AIDD.
youtube.com/watch?v=uvmpJ73-…
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Excellent article by Allison Proffitt of the @bioitworld on Aging Research and Drug Discovery using generative AI. It was a pleasure to give a keynote at the BioIT World on this important subject. If the drug works in aging, it should work in multiple diseases.
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4 Apr 2025
We're at BioIT World and living the dream of being able to chat all things management and advanced storage for massive data!
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3 Apr 2025
If you’re attending #BioIT conference at Boston, I’ll be happy to exchange ideas about computational protein engineering, immunoinformatics, and machine learning-based biomolecular design! #BioITExpo
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3 Apr 2025
If you're at BioIT World, be sure to attend "A TCO Analysis of Public and Private Storage Clouds: Controlling Costs of Forever, and Forever Growing, Data Sets" with Tim Sherbak at 11:55am!
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1 Apr 2025
As the #LifeSciences industry evolves, innovative approaches to #Pharmacovigilance are scaling with cutting-edge #AI tools and technologies. Researchers and industry experts are leveraging these methodologies to unlock deeper insights and drive transformative value.
Join us at BioIT World Conference & Expo 2025 as Deepak Gupta, VP & Global Head and Chief, Digital Service Offerings shares his views on "Multi Agent AI Driven Pharmacovigilance for Transforming Drug Safety Intelligence" and emphasizes the Tech Mahindra's capabilities that aligns with today's need of Life Sciences industry.
Know More: bio-itworldexpo.com/data-sci…
#ScaleAtSpeed #BioITExpo #DataandAnalytics #Healthcare
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