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NITHYA BALASUBRAMANIAN
Inventurus Knowledge Solutions Q3 net profit rises 27% to Rs Rs 130 croreInventurus Knowledge Solutions, the Mumbai-based healthcare tech services provider, reported 27.7% year-on-year (YoY) growth in net profit ...- Gen-AI is a massive tailwind for our business; expect to improve on industry growth rate of 12%: IKS Health ManagementIKS Health, a healthcare platform serving 18% of US physicians, projects exceeding the industry's 12% growth rate. They aim for 30%+ EBITDA...
- IKS Health management on AQuity acquisition, falling margins & future plansIKS Health sees massive growth in US healthcare. The company leverages technology, including AI, to deliver efficient solutions. It aims to...
- Is Indian pharma sector priced to perfection? What will drive growth this year? Nithya Balasubramanian explainsNithya Balasubramanian says: “At a top-down level, there is a lot more growth than what we are seeing in data. But I believe that the growt...
- 3 stocks Nithya Balasubramanian is bullish on from pharma sectorWe have seen some players recall some products. We have seen some players file bankruptcies. So these will therefore create opportunities f...
- Torrent in top gear to close out Cipla buyout, in talks with PEs, banks for fundsRival contenders Blackstone, Baring Asia hit pause mode as Cipla valuations soar. Torrent taps PE funds like Warburg Pincus, CVC among othe...
- Next big delta in pharma to come from biosimilars: Nithya Balasubramanian“For Aurobindo Pharma, our official rating is market performance. We do not recommend it from a long-term perspective. It is only a tactica...
- Have we missed the bulk of the comeback rally in pharma stocks? Nithya Balasubramanian answers“Sun, Cipla, Lupin being market leaders, should be able to do well. Most of these companies have actually added on the Street last year. Wh...
- Nithya Balasubramanian on 2 pharma names to bet on besides Sun & Cipla“Coming to the complex generics opportunity, Cipla and Lupin are most exposed. We like Cipla more than Lupin because at least in the near t...
- Why Nithya Balasubramanian is gung-ho on Sun Pharma & Cipla“One gets different types of exposure with Sun Pharma and Cipla. For Sun, the capital allocation into US specialty is now bearing fruit. At...
- Nithya Balasubramanian on why Cipla will outperform its peers and market post FY23“In trade generics, Cipla traditionally has been a market leader and I believe that in the next three-four years, trade generics will conti...
- Why Nithya Balasubramanian is betting on Sun Pharma & Cipla, avoiding 2 others“When it comes to pharma we are not seeing secular growth. While India can be a secular growth story, we believe the US would not be and th...
- Sun, Cipla and Gland remain top pharma picks in 2022: Nithya Balasubramanian“In terms of the sector, I would say it is back to basics. I would not recommend a pure Covid play at all.“
- Sun, Cipla, Gland Pharma should do well in FY23: Nithya Balasubramanian"Sun Pharma shifted focus from generics to speciality, which seems to be doing well. Relatively they have a portfolio that is immune from p...
- Dr Reddy’s, Merck’s Covid pill partner in India, sees a short-lived boomAnd this is despite Dr Reddy’s, one of India’s largest drugmakers, gearing to export Sputnik shots next year and expecting regulatory nod t...
- For US-facing pharma cos, Q2 & Q3 likely to be soft quarters: Nithya Balasubramanian“For the next couple of quarters, on a YoY basis, I am expecting that generic price deflation could be higher in the second as well as the ...
- Nithya Balasubramanian's top 3 pharma stock picks"When it comes to Sun Pharma, I think their commercial muscle in India is under-appreciated."
- 4 pharma stocks that can generate solid returnsYou need to pick companies which have a great pipeline in the US, strong commercial capabilities and leadership in the domestic market, say...
- Pharma is seeing flight to safety, market yet to price in multi-year EPS growth: Sanford Bernstein'There is definitely room beyond the re-rating that the market has already seen, which should come from more and more of these complex gene...
- Companies push women to build personal brandPersonal branding is about managing your reputation across various touch points through a carefully formulated strategy.
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