Hi Focused_Investor
It would be a very long list of disasters which have happened over the last so many years. I have survived despite those because of good luck wherein I held on to some of the stocks that gave good returns and support from my job which allowed me to hold the stocks.
I will detail them further later on.
Pharma question is too broad – All I can say is I am not bullish on Generic API and Regulated market formulations. The space that remains then is CRAMs to innovator, Domestic/Emerging market formulations. This is where growth can happen meaningfully depending on the company and the desire to win.
Regards,
Nikhil
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