Which will be next money making machines in Pharma Sector

Well. To me it looks a good bet for the next 5 years.
Let's see what happens. Investing is a probabilistic exercise. Whether we were right or wrong we will know only in the hindsight.

 

I was thinking of same point but expert Sandip Sabhrawal says cheaper stocks are there in market:

ET Now: Would you buy both Alkem and Dr PathLab, would you buy one, would you buy none?

Sandip Sabharwal:I would buy none.

ET Now: Why is that?

Sandip Sabharwal:I would buy much cheaper stocks which are there in the secondary market where this scarcity premium theory of IPOs were finally 700-800 crore of floating stocks. That is the play that's going around. I would rather play out on stocks which I ..

Read more at:
https://economictimes.indiatimes.com/articleshow/50295175.cms

 

Syngene is in the pharma research and.manufacturing space. They have over 200 customers and are in a pure arbitrage model like Infosys, etc in IT. Given the low customer penetration they can continue to grow at 25% + growth with high ROE for next 10 yrs and can be a huge multibagger

 

Look at SMS Pharma (BSE: 532815 | NSE: SMSPHARMA | ISIN: INE812G01025 ). SMS Pharmaceuticals has received approval from the US health regulator for its Andhra Pradesh based manufacturing facility.
Excerpted from Moneycontrol.com SMS Pharmaceuticals Page.

 

ROE is too low.

 

Sorry Sir , I don't approve.Investment in Spin off pays ,mostly. - my observation.Kindly read - You can be market genious byJoel Greenblatt, a classic .

 

After a a great run for few years, Pharma sector has last two bad years and stocks had corrected significantly. Although I feel it will be no more a roaring run in pharma sector like past but it can give 15% CAGR market returns now onwards. I just want to know members view on big pharma names like Sun, lupin, Dr Reddy, Cipla, Aurobindo etc.Which big pharma company will out perform now.