Ankit –
Thanks a lot for all the pharma wisdom. I read the Shlipa AGM notes the first time when it was published and didn’t understand much. Read Generics Pharma Pipeline Basics presentation, almost full thread of Torrent and Alembic and now able to appreciate things much better though I hold almost 38% of PF value in two pharma stock! Great job there!
I’ve two queries:
1. Pardon my lack of understanding and noob question but what does backward integration mean? Which is better among forward and backward?
- How does your portfolio in pharma basket look like? From disclosures you seem to be invested in Shilpa, Alembic and Torrent.
| Subscribe To Our Free Newsletter |
