We will have to monitor the CSM orderbook and execution of that order book. But one has to take note of the fact that market has recognised PI as a high quality business and hence PI like Page might
be given more leeway.
Another way to look at it could be that since most of the CSM orderbook would be early life cycle molecules impact would be limited on CSM business.
But if one were to have a 3-5 year view then the uncertainties that prevail currently could provide decent entry points.
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