Like your way of looking at Abbott. Couple questions that come ro mind…
Are other domestic branded pharma businesses like say Glaxo India,pfizer india, sanofi, astrazeneca, P&G health…not have business like Abbott India? If they want, can they not grow at similar rates with their existing portfolio?
Above is assuming the current portfolio is capable of growing 10% yoy for 20 years. Risk is if any major drug is overthrown by any competetors from its leadership position or any other reason it loses market share…
Pls correct me if wrong…
Valuation apart, I always have been thinking since past 5 years or so that is Nestle India a better business or Abbott India…
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