Mudit's Portfolio (Stage Analysis + Relative Strength)

[drkshetty1]

Pharma || Hospitals || Diagnostics : Industry perspective

Indian Pharma has done very well in the last few years but as the industry matures it becomes important to have an overview of the entire industry. Overall industry view will help us understand the investments in terms of R&D and capex at the same time will help us see how the opportunity is evolving for the sector as a whole. It will also help us broadly identify how the competitive intensity emerging in the sector. [image] Some data points: a) Overall opportunity is not increasing signifi…

Valuable discussion is found in this valupickr thread