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31-12-2011, 12:04 PM
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2012 will see highest no. of Drugs going off patent in its history. Generic Drugs have massive opportunity to gain market share in next 3 years.
    
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07-01-2012, 05:33 PM
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Means PHARMA sector upgrade ... profits in Pharma BUT then again some pharma will lose againt some other pharma's gain.
Can a table/comparison be made on cos which can have max gains and cos which could have some losses .. 
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Trade the Moves, not the Target
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07-01-2012, 05:58 PM
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Ranbaxy has a massive opportunity in Lipitor though i'm not too fond of its volatile financl performance (one reason being aggressive forex hedging) I like Lupin & Strides Jazz's favorite is Piramal Healthcare
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'Growth & Value are joined at the hip' - Warren buffet Last edited by kkseal; 08-01-2012 at 04:53 PM.
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09-01-2012, 10:33 AM
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Gainers will be Indian pharma co since most of them are FTF for blockbuster drugs. Losers are to be the innovators & none of them are Indian. Piramal Healthcare already sold of their generic drug business so no opportunity there. Lupin , baxy , dr reddy all good co. but not a good investment at current val. Orchid stands apart from all having extremely cheap val with 8 Para IV - FTF out of which 6 of them will be launched in 2 years Total size is around 4 Billion $ . Here's an opportunity !!! http://xa.yimg.com/kq/groups/2166310...+22dec2011.pdf
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09-01-2012, 05:49 PM
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Orchid has always been cheap The prb with the stk is the low promoter holding, that too a large % being pledged & the margin selling.
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'Growth & Value are joined at the hip' - Warren buffet
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09-01-2012, 05:51 PM
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What would be the effect on the stock price in the near term .. in the long term 
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Trade the Moves, not the Target
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09-01-2012, 06:09 PM
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Yep went to Abbott, just checked Quite a transformation from their Nicolas Piramal days when they used to be one of the largest generic player Currently focusing more on OTC products (in the Cadilla mould).
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'Growth & Value are joined at the hip' - Warren buffet
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09-01-2012, 06:11 PM
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Depending on how the deal's going to be financed & how Balco itself is faring (used to be quite notorious for labour prblms in the past).
__________________
'Growth & Value are joined at the hip' - Warren buffet
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09-02-2012, 04:03 PM
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There's bad news for investors in India. As per The Economist, if a fresh crisis were to strike the global economy in the near future, India has the least monetary and fiscal flexibility amongst all the BRIC nations to weather the storm. In contrast, as today's chart of the day shows, China still has a lot of room left to make up for the slackening of its economy in the event of a crisis. In other words, China's GDP could suffer a lot less than India's GDP in the near term.
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