Esperion , as they have recently received USFDA app for bempedoic acid , which has treatable market of maybe 7x , plus EU approval , now a better way to play that is the Indian Proxy Blue jet Health care right ? Relatively cheap valuations , entry of large hands and good promoter quality ,and stable 5 year growth visibility in contrast media and the new supply order with Esperion, management seems to be on the path of under promising and over delivering in the next 3 years seems to me by the tone.
Only risk being the frequent factory disasters , company in q3 has promised to improve upon , and basic macro issues
looking like a solid 5 year growth business with strong fundamentals
disclaimer invested price – 355
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