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Huge margin of safety in pharma stocks vis-à-vis many sectors trading at ridiculous valuations: Manish Sonthalia
“If you are not able to make ROCs on generic exports, you better withdraw from the market and it has come to that on a global supply basis. I do not see too much pressure on generic exports. The US FDA issues are broadly sorted out. There will be specific issues on companies but on a general basis that is not going to be there.”