Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Nomura on Cipla
Buy, TP Rs 1195
Goa USFDA inspection: 3 repeat observations
As a base case, do not expect inspection outcome to have a material impact on earnings est
Have not factored any material contribution from gAbraxane in est, as there are uncertainty over generic approval

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Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!