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My first question is you spoken about RFQs last quarter and this quarter as well. I just wanted to understand broadly at an industry level what sort of timeline is there from this RFQ to getting firm orders?
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So, broadly then over a three-month period the outer limit for the commercials is eight to twelve weeks, so over a three-month period, there should be some decisions that you should see. So, when you talk to us next quarter, we would have some decisions on these RFQs that you have seen and some news on orders as well?
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My second question is on the ADC side. You said there are two projects in pipeline and one at an advanced stage, this is Cohance. Are both these projects in pipeline for the existing warhead for the existing ADC or Is there something for the new one?
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Analyst questions
Jatin Chawla
RTL Investments
2Calls
1Company
COHANCE
All company callsCohance Lifesciences Limited
Cohance Lifesciences Limited CC-Jun24.pdf
9 Aug 2024
Cohance Lifesciences Limited CC-Mar24.pdf
30 May 2024
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Good evening and thanks for the opportunity. My first question is on your comments that you are seeing increased traction because of China plus one dynamics. Now is there an acceleration in this , in the fourth quarter after discussions on the Biosecure Act or you have seen this solid traction throughout FY'24?
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Got it. That's very useful. And these RFQs that you are receiving , are they largely from the large pharma players or also the smaller and the biotech firms?
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Got it. And as we look to kind of further build this platform out , are you looking to target some of the smaller biotech firms in that space or would you largely focus on the larger pharma players only?
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