Bullish on pharma pack, prefer Dishman among midcaps: Deepak Shenoy

In a chat with ET Now, Deepak Shenoy, Founder, Capital Mind, shares his view on the pharma space.

ET Now: Unichem Laboratories has been in limelight on Monday. It is reminding me of larger mid-sized pharma names, which have been buzzing in the last three-odd weeks. We have had FDC, Dishman, JB Chemicals etc moving up. Is there any stock which looks interesting in the midcap pharma pack? Do you have anything to say on Unichem?

Deepak Shenoy: We are long on a couple of midcap pharma names. I have a preference for Dishman Pharma. I believe that the stock will do well. The drug maker has done really well in the recent past. We have had positions in midcap pharma stocks such as Strides Arcolab and Torrent Pharma as well. Among largecaps we like Cadila, Lupin and Sun Pharma. Overall, we are bullish on the pharma pack.