Param Desai’s 4 top picks in largecap and midcap pharma

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Key Points

We believe that Ciplas Pithampur facility was inspected in February and post that, they got an OAI in August and post that, it has escalated to a warning letter..

We believe that it is unlikely that this will escalate further to import alerts, though this may take some time to resolve.ETMarkets.com..

Param Desai, Senior Research Analyst, Prabhudas Lilladher, says in the largecaps, our top picks are Sun Pharma and Cipla..

Having said that, if this escalates to import alert, then yes, then definitely this will be negative.. Unlock Leadership Excellence with a Range of CXO CoursesOffering CollegeCourseWebsiteIndian School of BusinessISB Chief Digital OfficerVisitIIM LucknowIIML Chief Marketing Officer ProgrammeVisitIIM KozhikodeIIMK Chief Product Officer ProgrammeVisit..

Yes, the only risk is if this escalates to import alert that is not factored in the price, so that is that we do believe that the probability of that is less...

Full story at Economic Times | 

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