@Jadewade thanks! 
Well beta drugs looks to me just one of the weaker positions compared to the rest, I bought it at the absolute peak too, might have waited for 1300 levels atleast. Your projection is correct, that doesn’t provide immediate growth trigger for the stock and I am not that much of a longer term investor. It’s releasing half yearly results only and hardly sharing info with investors. Regulatory action can impact profits, also I don’t trust the high valuation of pharmaceuticals, just my opinion, better for margin of safety.
Arman financials is not out of sync with the market action the entire sector is facing. Yes, I too hear of elevated NPA, it’s just one of the scares that happens with faster growth, I mainly trust their solid background. It’s expensive based on great performance and expectations, and for such tiny caps price movement can be bit exaggerated. Yes, strong growth seems to happen in yearly cycles, so the consolidation phase may just be getting over.
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