Let me jump in as well. Its amazing how MF guys believe that they can beautifully develop DCF with 1000’s of assumptions and whatever does not fit into thier excel model has low value.
Natco management has proven again and again. Volatility does not mean that business is bad. I was surprised (well not so much) at how much Sajal Kapoor and other MFs so want to lecture about DCF and Revlimid is an one off. Just look at how many litigations Natco has went against big corp and won. By no means, this is a bad business that warrants huge selling from MF.
Invested and biased.
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