I cant agree more on what you just said about the thesis for investing in Laurus labs.
As you rightly pointed out, they have demonstrated and demonstrating their ability to invest in more exciting things, even though it is too early to say - investments in ImmunoACT , an advanced cell and gene therapy for cancer is an indication of what to expect from a visionary leaders like Dr.Chava.
Laurus approach of keeping facilities and infrastructure ready; even before having their customers signing in for the works speaks the level of confidence and aggressive risk taking abilities (That too in Pharma space). They have characteristics of an IT company in pharma space, which can help them grow at the pace of IT businesses.
I see a long runway ahead of Laurus,
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