I agree with you . the idea is not to get a revenue estimate. There is a lot of buzz around biosimilars and I keep hearing about industry size of 40-60bn. Wanted to get a sense of what it means for a company like biocon. I think there is good potential here(atleast for topline growth). Need to start looking into the cost side of the story.
Do you mind sharing the Morgan Stanley report on email? Have been trying to get hold of it. My email is [email protected]