API/CRAMS Space : Will be a big beneficiary going ahead.
Aditya Khemka of DSP has shared a good insights of Pharma & API space :
China shutdown : Most next beneficiary in terms of API deliverable’s will be from India or lets say 50% from China 50% from India on equal basis depends.
API (CRAMS) : SOLARA, SYNGENE, REDDY
New investments took a small position in : Solara (Metaformin & Ibuprofen)
Reddy : Has a large scope for API across country specific - their presence involves in Europe, Brazil, USA and much more - Has a good reputation and brand names.
Reddy API list : API Product List_March 2020.pdf (2.4 MB)
Reddy Quarterly results :
More homework to be done.