Nithya 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...

We have seen some players recall some products. We have seen some players file bankruptcies. So these will therefore create opportunities f...

Rival contenders Blackstone, Baring Asia hit pause mode as Cipla valuations soar. Torrent taps PE funds like Warburg Pincus, CVC among othe...

“For Aurobindo Pharma, our official rating is market performance. We do not recommend it from a long-term perspective. It is only a tactica...

“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...

“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...

“One gets different types of exposure with Sun Pharma and Cipla. For Sun, the capital allocation into US specialty is now bearing fruit. At...

“In trade generics, Cipla traditionally has been a market leader and I believe that in the next three-four years, trade generics will conti...

“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...

“In terms of the sector, I would say it is back to basics. I would not recommend a pure Covid play at all.“

"Sun Pharma shifted focus from generics to speciality, which seems to be doing well. Relatively they have a portfolio that is immune from p...

And 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 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 ...

"When it comes to Sun Pharma, I think their commercial muscle in India is under-appreciated."

You need to pick companies which have a great pipeline in the US, strong commercial capabilities and leadership in the domestic market, say...

'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...

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