PHARMA STOCKS

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by ronak, May 15, 2016.

  1. ronak

    ronak New Member

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    Any views on Shilpa Medicare, Cadila and Granules.
     
  2. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    All three are very good stocks with good business model/ low debt, high ROE, good management, Shilpa is expecting FDA approval of US (it has got from Japan). Stock will shoot up when FDA approval comes :)

    Granules is going for formulation business from B2B and margins will shoot up. Stock is growing 25% CAGR.

    better to have basket of three or four stocks in Pharma in portfolio to avoid risk of FDA.
     
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  3. MoneyWorks4ME

    MoneyWorks4ME Active Member

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    Check the fundamentals
     
  4. stockWisdom

    stockWisdom Member

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    Bought Lupin in recent BIG correction, Granules India for 1 year holding, watching Ajanta Pharma for a correction to add.
     
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