1. Take Solutions

2. Starters Shriram Group founded enterprise Promoters own 63.14%
Market cap of Rs cr
Employee strength – 1500
Team comprises R&D experts, doctors and life sciences experts
Some brands
Navitas – LS IP
Ecron Acunova – A specialised provider of clinical services to biosimilars and regenerative medicine
Intelent – LS big data
Take supply chain and Take-Towel Solutions – SCM solutions
pharmaReady – Its a documentation management and e-submission product suite

3. Market
Take provides data integration (integrates data irrespective of the brand of system) and advanced analytics. They prepare a dashboard to track and source data
Clinical
Regulatory
Safety
Big Pharma
Small & Medium
Generics
Biosimilars
Total current market size
$12bn
$5bn
$5.3bn

4. On The Ground Facts 1) In the area of source data verification
50% of the time spent at clinical research site on SDV is for a 2.7% data correction rate.
Research heads travel thousands of miles to read transcripts for their site monitoring accountability. 30% of R&D budget goes into site monitoring
Only 10% of trials complete on time
2) Projected RoI on Pharmaceutical R&D has reduced from 10% before 2010 to 4% currently due to rise in asset development cost.

5. Opportunities
Europe is mandating use of IDMP by The standard defines hundreds of attributes per product and includes data that is typically owned by multiple departments, not just regulatory affairs. Other regions are expected to follow.
Drugs worth $200bn slated to go off patent in the next 3 years; Biologics worth $60bn going off patent in the next few years
More emerging markets adopting regulatory framework in lifescience and pharmaceuticals
Take has accomplished more than 2,00,000 regulatory filings. They did 7000 filings for a globally leading pharma company with a 100% hit rate.

6. Numbers Metric FY 13-14 FY 14-15 FY 15-16 CAGR growth Net Sales 816
730
1030
12%
Op profit 71 90
139
40%
OPM (%)
8.7
12.3
13.5
Net profit 58 70
120
44%
NPM (%)
7.1
9.6
11.7
Mcap/sales
Mcap/EBITDA
Mcap/net profit
Take Solutions
1.8 8 15
Quintiles IMS
2.4
10.4 23

7. Risks Debtor days = 100 days
Execution risks due to shortage of skilled manpower
Stronger rupee