The view is that largecap pharma names like Lupin, DRL, Aurobindo, and Sun Pharma may continue to perform well this quarter. The US pharma companies and distributors have a positive outlook, despite price erosion. Sun Pharma’s Taro business reported a healthy performance. The US market looks promising for these companies. As a house, we are focusing more on larger caps than midcaps in the current scenario.
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