Which app or website is the data pulled from?
That might from stake sale in IPO , so no need to worry
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That is positive for blue jet healthcare.
Why the stock is tanking on daily basis
I read concall and ig lots of questions were around the margin drop. Ig lots of people panicked. And management said itās normal, phreak said itās normal. If I liked it at 800-850, I love it at 700. And for now management is walking the talk.
One thing that worries my is export data, not because itās low. CDMO is lumpy but management specially said that they have production schedule for next quarter in place and this inventory situation doesnāt mean that next quarter will not have production.
Letās see after result.
Disclaimer - holding and added recently also.
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Analysis of recent fall from @phreakv6
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Announcement from Blue Jet Healthcare Limited regarding a proposed āOffer for Saleā (OFS) of equity shares by one of its promoters, Akshay Bansarilal Arora. The purpose of this sale is to comply with the minimum public shareholding requirements under the Securities Contracts (Regulation) Rules, 1957. The seller proposes to sell a base offer size of up to 5,925,925 equity shares, which represents 3.42% of the total paid-up share capital. An oversubscription option for an additional 5,925,925 shares is also available. The floor price for the offer is set at ā¹675 per equity share.
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Promoter holding is currently at 86%ā¦
Could raise fund through QIPā¦ to reduce the shareholding and to fund the business as they are planning for Capex of Rs. 250-300crā¦ this year and estimated investment of 1000 car in next 2-3 yearsā¦
Based on concall of Q1FY26
and announcement after concall regarding capacity addition, with hint of equity
I was expecting for QIPā¦ But they have announced OFSā¦ 6.83% (Non-Retail & Retail on 10 & 11th Sept) ā¦ at Floor Price is Rs. 675
It is not a Negative eventā¦ But IPO was also fully OFSā¦
agreed that business is Generating huge cash
But if you have option to raise money and there are opportunities in front of you as you talk in concalls then why not to go for QIP ??
and further you would have to dilute to reach at 75% holdingā¦
This is a positive event IMHOā¦ atleast there would be no more overhang after reaching at 75% Promoter shareholding
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What is wrong if promotor wants to cash out some stake? Now their sole focus would be towards growth of company. Need to give benefit of doubt as of now. Market is huge.
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The choice between QIP versus OFS is a complex and nuanced one. Doing a QIP is an elaborate, time taking and detailed exercise. It also involves preparation and disclosure of substantial amount of company, promoter and other business related information. More importantly the funds go into the company and not to the promoter. On the other hand OFS is a relatively simpler exercise, not requiring too much of regulatory compliance and the money goes to the promoter. When the company is not in immediate need of additional funds, it would not make any sense to go for QIP. Also, they have not yet gone for full compliance dilution at one go. It is only around 7 % at this stage. So they will assess market appetite, judge the price, and then one can expect next round of dilution in next one year. Maybe QIP at that time, who knows !
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Agreedā¦. 
But we should look from Minority shareholdersā point of view
They could have opt for Rights issue (with limited participation from promoters)ā¦
Anyway, whatever they doā¦ in all cases liquidity (free float) is going to increase in the marketā¦ which donāt seems to be positive in near termā¦ consistent high growth would very much required to get returnsā¦. Although Fundamentals are strong
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From my perspective, increase in free float in smallcap company with 86% promoter holding should be taken as huge positive as it might allow institutions to come in.
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Rights issue also takes too much time. OFS is the easiest and the fastest way.
Again there export data does not seems good. Anyone deep dived on this? In case you have any idea do post the analysis over here.
Thanks
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Not deep divedā¦.. but just Connecting the dotsā¦. with insights shared by management of Piramal Pharmma during Q1FY26 concallā¦.
Destocking Cycles are not unusual for Innovatorsā products and that hit harder to CDMO having Concentration of clients/innovators
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Seems there is an investor meet happening today by Bluejet - Kotak Healthcare Forum investor meet. If anyone in the forum has access to this meet or is able to get any info on the discussions, will be great if you can please share in this group. Thanks in anticipation.
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Esperion Therapeutics (ESPR) announced that its partner Otsuka Pharmaceutical Co., Ltd. received approval from Japanās Ministry of Health, Labour and Welfare to market NEXLETOL (bempedoic acid) tablets for treating hypercholesterolemia and familial hypercholesterolemia.
The approval establishes NEXLETOLās presence in what the company describes as the third largest global market for cardiovascular prevention. The drug is now approved in the United States, Europe, and Japan.
Under the collaboration agreement, Esperion is eligible to receive milestone payments upon regulatory approval and National Health Insurance Price Listing for NEXLETOL in Japan. The company will also receive additional sales milestone payments based on net sales achievements and tiered royalties ranging from 15% to 30% on net sales in Japan.
āSecuring regulatory approval in Japan represents a major step forward in our international growth strategy,ā said Sheldon Koenig, President and CEO of Esperion. āWith NEXLETOL now approved across the U.S., Europe, and Japan, weāve established a strong global footprint and expanded access to a differentiated, non-statin LDL-C lowering therapy for patients who need alternatives.ā
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Great news for Esperion. Approval for Japan market will further expand maketsize for Nexletol. Esperion stock turns out to be a multibagger which has given 4x return in short span of 5 months from $0.78 cents to $2.8.
Esperion/Otsuka shall now start stocking the supply ahead of expected launch in Q4ā25. This may result in further offtake of bempedoic acid from Bluejet.
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Apologies for my late response. Please find attached some of the latest trade data. There has been a dip in Bempedoic Acid exports in May. Pricing has been stable as well.
Regarding Blue Jet healthcare, as mentioned before no export in July of the intermediate. Still need to check on August trade data.
Havenāt had much time for an in-depth analysis but hopefully it is of some help.
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