POWER OF PHARMA !! Period (2008-2015); 7 years of WEALTH CREATION !!

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@Mr Fun_Da_Mentalist -I am holding jubilant life baught around 150 about five months back. But my views are biased although I am hopeful .what is this return called?

 

even one can consider to buy Jenburkt pharma ltd.

 

Whats the story here?

 

What is the target in this scrip?
1. Short term? (2-5 months)
2. Medium term (1-2 yrs)?
3. Long Term (3-5 yrs)?

 

Target forcasting is difficult game in Fundamental analysis .

 

yeah... I too have the same opinion.

 

does any one have idea about bafna pharma

 

shrouta if u can help me out

 

Rakesh Jhunjhunwala sells 15 lac shares in Aurobindo Pharma in Q3 as per BSE filing and cuts stake in Lupin to 1.14% from 1.47% in Dec quarter....

It seems Party is over in Pharma Stocks..... Be Cautious........

 

-- increased USFDA scrutiny
-- depreciating currencies all around
-- increasing delays in approvals coming through
-- increasing competition from other countries

The sector is going to be under a over hang of sorts. And so unlikely that anybody is going to start putting those premium valuations which we have been seening the last few years

 

Hello,

What are some of the small cap and mid cap pharma stocks i can buy? i am looking at a growth horizon of over 5 years. Please help me
Ramu

 

Sir,
can you tell me something about future prospects of jenburkt pharma for 2 to 3 years time horizon.

 

you can buy TCPL, control print, jenburkt pharma.

 

I have a bucket of stocks in my Pharma pack,

Alembic Pharma, Glenmark, Cadila, Cipla, Torrent, JB chemicals.
Intend to add Aurobindo, Lupin and Unichem.

Is it a good bucket, or should I have to rejig a little. Any advice is welcome. @Srouta Mukherjee can definitely aid me in here.

 

Great companies @TheAlchemist ! probably the best in the pharma business. Bur pharma is going to go thru some pain it seems. Almost all biggies have been hit with USFDA issues and now Alkem is accused of data fudging. It seems that there were be some bearish sentiment in short to medium term on pharma stocks. But great companies to hold fo longer terml

 

I agree but I see this as a part of the protective actions that US administration takes every 4 years keeping the Presidential election in view. It happened in 2011 and now again in 2015. But, Except for Cadila with its Moraiya plant, the ones in my list are more clean. Lupin got a 483 now so am a little skeptical. But Aurobindo has more ANDA filings and drug approvals than any other.

So, all in all, if there is more pain, I feel it is better to accumulate more Pharma will be good as Obamacare will also need cheaper generics.

 

Good point! I just hope Trump doesn't get elected as President because then, who knows where our exports end up! . I also feel that Pharma story has a lot of legs to grow, but I still feel that India opportunity is still untapped relatively. US market is important, but I feel India is also going to be huge. 1.3 billion people with increasing middle class and ailments, is probably a bigger opportunity. Its worth it to stick to the pharma story, but I am keeping on the sides so that I can pick them up on cheaper valuations .

 

In 2015 Reliance was 2.5 lac crs Mcap and Sun Pharma @ 3 lac crs Mcap. Reliance doubled, Sun lost 65%. Entire Pharma now less than RIL Mcap.

 

Torrent pharma i bought at 99 in 2001-02 , and still having and bought at Rs 125 in 2008 as much quantity in 2008 , so now pretty great appreciation and yield , whole my family now satisfied and life time achievement for us , thanks to UTTHAM LAL MEHTA who founded TORRENT ON ETHICS , Still holding a lot

 

I am also optimistic about this sector as drugs are something that we will always need. This industry has huge potential. Besides, I am holding the stocks of Caplin Labs from the last 5 months. It has given me good returns since then.