Cupid Ltd – Helping the world play safe!

(Ankit Kohli) #1089

A couple of important trends to note from the article:

  • Contraceptive shots emerging as a substitute to female condoms

  • Male condom usage declining

(Dinesh Sairam) #1090

This is an interesting development. The India market is still at a very nascent stages, as far as condom usage in concerned. Nevertheless, this is an interesting bit of trend.

(vchhajed) #1091

Can you elaborate on this? The trends in the article suggest decreasing use.

And what are your views on Cupid currently? With the faulty pieces and order recall, how will it hit the top-line and their brand value as a whole?

(Billu) #1092

Condoms are used more for STD prevention perspective rather than pregnancy avoidance. The ways to avoid pregnancy are far easier to apply and doesn’t hamper sex.

So I don’t think contraceptive methods are gonna affect condom sales.

(Vilas D'Souza) #1093

This link might help although its a year old

My thoughts:

  1. Birth control shots or pills cannot prevent HIV or STDs, they can do a decent job in birth control.
  2. My hunch tells me that shots are more expensive.
  3. The link above mentions that “with a number of adverse health effects, including menstrual irregularities (such as bleeding or spotting), abdominal pain, weight gain, dizziness, headache, nervousness and loss of libido. Apart from this, it is also associated with an elevated risk of breast cancer, and an increased risk of HIV acquisition. The drug’s American manufacturer, Pfizer Inc., has had to place a black box warning on Depo-Provera’s label cautioning about “significant bone mineral density loss”.”

To me, all of the above are serious and irreversible effects. Secondly, when couple have intercourse casually or especially commercially, the risk of HIV/ STDs is always there given commercial intercourse involves multiple partners, ineffective hygiene or improper cleaning of private parts etc.

Pfizer makes birth control shots called Depo-Provera, don’t know who manufacturers in India.

The objective of condoms in Africa is the emphasis of HIV and not the pregnancies related risks.

As for Cupid, as it is the company doesn’t have much exposure in India, it’s more in the B2B side.

Invite more thoughts.

(Dinesh Sairam) #1094

I think Cupid has got a good product and process on their hands. But whether they step up their game plan with regards to finding a good CEO (Someone with a Sales background, preferably) and foray into B2C remains to be seen.

My views regarding the investment prospects remain the same. It it is a “heads I win, tails I don’t lose much” kind of investment.

(vchhajed) #1095

On their concall they mentioned two prospective candidates for the CEO post, but both were uncertain and no clarity on when they’ll get one. How long will the business sustain without the sales opportunities they’ll miss that an experienced CEO can create?

(Vilas D'Souza) #1096

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