Hi Hitesh Bhai …
As we all know that Pharma sector faced tremendous head winds in last 18-20 months due RM price hikes/supply chain issues, sky high freight charges and extreme pricing pressures in US generics.
The situation on all three counts has reversed wherein freight rates are back to pre covid levels, RM prices have moderated to a large extent and US is reporting very high drug shortages.
Isn’t it a good idea to go for a trade or two in Sun and Cipla considering –
Their dominant positions in India branded business and both having a very good portfolio of OTC products like – Violini, Revital, Pepfiz ( for Sun ), Cipcal, Nicotex, Clocip ( for Cipla )
Sun’s speciality portfolio like Illumaya, Cequa, Winlevi and Cipla’s complex respiratory portfolio in US doing well
Ur views on the same shall be welcome
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