Blue Jet Healthcare Limited
3 Aug 2026
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A large custom synthesis player in the latest earnings call commented about signing long -term contracts with 2 customers for iodine -based contrast media. So, commercialization for one has already started and they might even enter gadolinium. So, should we consider this as a tailwind considering that we can sell them KSMs or intermediates or are they backward integrated enough so this could be a headwind for us.
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Divis recently mentioned this in their earnings call that they have signed long-term contracts?
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Okay. So, can this be a tailwind for us considering they can be a potential customer? Or do you see this as competition?
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