GASTROINTESTINAL THERAPIES
Long term Alpha generators: 8 mid and small cap stocks from pharma and healthcare sector with an upside potential of up to 27%
After a long period of time, recently an Indian pharma company announced its intention to takeover a reasonably sized European company. This is more than just a single development, it is reflecting a change in underlying operating matrix of the pharma industry which for the last many years has been going through a period of readjustment and is now coming out of it. Not many may know that an Indian hospital chain operates a hospital in Cayman Island. The Indian healthcare and pharma sector are two spaces which probably will grow at a much faster rate than other sectors. There are both macro and micro factors which will lead to higher growth. It is faster growth which leads to generation of alpha, which ideally is what investors are seeking when taking risk in equities
Volatile phases come and go, structural tailwinds are a stronger play: 5 Indian pharma stocks with upside potential of up to 35%
There are some sectors which have witnessed something which can be called “second inning”. Which is that in the last two decades, they did very well at one point of time, then faced tons of challenges both at the business level and street and now are making a comeback. Now this comeback has a higher probability of sustaining because it is after experience of one simple thing, what a pharma company should not do when it comes to the regulatory aspect of business. Also more efficient utilisation of capital and thinking long term when it comes to moving to different markets. If the market turns volatile even more, will these stocks not correct, will the pharma not correct, but there is high probability of the out performing in terms of lesser draw down. The only risk which is company specific risk is if the company has an issue with regulator USFDA. But then nothing comes without risk in equity markets.
Corrections are an opportunity if ….. :5 smallcap stocks for long-term investors
In the last few sessions, markets have witnessed a correction. While given the way global markets are panning out one cannot rule out more correction. But the question is whether the correction is something one should get anxious about or one should take it as an opportunity to buy stocks for long term investing. In theory the answer is second, take it as an opportunity. But in reality, it is different, it is not easy to make a decision when a correction is taking place in the stock markets. But if one has done some homework which is not very complicated which makes sure that one knows why a particular stock is being bought then it is an opportunity.
At over 10 cr, India’s diabetic population is surging, yet the country lags behind in prescribing new medicines
Priya Rao experienced confusion and worry after fainting and receiving different diabetic medications from two doctors. The first doctor followed global guidelines, while the second used Indian ones, stabilizing her condition. The case underscores different diabetic treatment protocols and the importance of tailored patient care in India.
The yen connection: 4 Indian pharma stocks which benefit from the strength of Japanese yen with an upside potential of up to 15%
Every event in the currency market has a twin impact, while some lose but there are others which also gain. But given the mayhem on the street and the narrative, the beneficiaries of that event are overlooked. Today as the unwinding of Yen carry trade takes place in the global market and global markets are melting, one is forgetting the fact that strength of the Japanese yen will help the Indian companies which are exporting to Japan. The reason, cost are in Indian rupee, sales are in Japanese Yen and when that money is converted to rupee, the exporting company will get more Indian rupees. While we export a number of goods, the most significant play is in the pharma space but only in some stocks as very few Indian pharma companies have exposure to the Japanese market given the fact that regulatory standards in Japanese markets are extremely high.
Cancers in head and neck rising, account for 26% cases in India: Study
A recent study conducted by the Cancer Mukt Bharat Foundation revealed that around 26% of cancer patients in India have tumors in the head and neck region, with a rising trend in such cases. The study, which included 1,869 cancer patients nationwide, was released on World Head and Neck Cancer Day.
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Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools - earnings, fundamentals, relative valuation, risk and price momentum.
Alpha generators in the long term: 9 mid and small cap stocks from pharma and healthcare sector with an upside potential of up to 29%
While some make it to the headlines, some don't. Two sectors, healthcare and pharma have been witnessing more mergers and acquisitions than any other sector. There is a logical reason why private equity money is flowing in these sectors. Probably these two sectors are the ones with maximum potential to grow over the next decade or so. In the case of pharma, facts are well known, right from skilled manpower to lower manufacturing costs. In the case of healthcare, there are two things: first, medical tourism, second, soft exports of medical services. Not many may know, some of the best known doctors from India fly to CIS and other countries, where the healthcare companies have their OPD. Either the patient is treated there, if possible or else he is referred to India for treatment. While it might sound impossible, given the broken healthcare system which even some of the best developed countries have, in future, Indian healthcare companies taking over global hospitals may also become a reality.
Zydus inks licensing pact with Takeda to sell GERD drug
"With a rich legacy in marketing gastrointestinal therapies in India, we have been offering different breakthrough clinical options across the spectrum," Zydus Lifesciences MD Sharvil Patel said.
Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools - earnings, fundamentals, relative valuation, risk and price momentum.
As monsoon sets in, respiratory, malaria drugs see demand rise
The onset of the monsoon in June led to a significant increase in sales of drugs for respiratory, anti-infective, anti-malaria, and gastrointestinal therapies. According to market researcher Pharmarack, these therapies saw double-digit growth compared to June 2023.
Indian companies have made a comeback. Will MNCs be able to do it ? 7 MNC pharma stocks with upside potential of up to 21%
While they still trade at premium valuations, they have not created wealth for shareholders. The fact is an age-old theory that just having a MNC stock in your portfolio is an assurance of growth and return no longer holds true. There was a time when having MNC stock, irrespective of the sector it was from, was a must have in one's portfolio. The reason: liberal at giving bonuses, dividend payments were good and given the fact some of them actually owned the best of the brands which had seen a secular growth due to which they were also able to deliver decent returns to shareholders. But after the IT bull of 2000, as a new set of Indian companies took the centerstage, a number of MNCs stocks lost their shine at least on the street. In the last few years, a number of pharma companies have been putting their house in order, either due to global merger and selling a part of Indian business to focus more on core products.
These healthcare and pharma stocks may deliver more than 20% in one year
Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
They just happen to be listed in India, what matters to them is global developments: 5 stocks from two sectors with upside scope of up to 29%
In the last month of volatility, there are some sectors which have shown a streak of out performance. They haven't fallen as much as nifty and have been able to keep their head above the water even on the worst of days. The reason, their bottom lines are more correlated to what is happening in the country or the continent in which they have exposure both in terms of sales and in some cases in manufacturing. So, one way to take global exposure is to have a look at these companies, also it is a sort of diversification in terms of exposure to the underlying economy. Because they are operating at a global level, their balance sheets are good and in some cases, they have been able to enter amongst the top companies of the world in their sector.
Stock picks of the week: 4 stocks with consistent score improvement and upside potential of up to 29 %
It is after a long period of time that both bulls and bears are visible on the street at the same time and waiting to make the next move. A strong directional move will only come after election results. Before that it is very likely that the market would stay in range bound mode. During this period it would be better to stay with selected stocks, have at your portfolio and do a rejig with focus on fundamentals of the sector and the stocks. These selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
These 5 pharma stocks can give more than 24% returns in one year
Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
Dr Reddy's enters licensing pact to market Pharmazz novel therapy Centhaquine in India
Dr. Reddy’s collaborates with Pharmazz to introduce Centhaquine as Lyfaquin in India, aiming to improve hypovolemic shock treatment. The partnership includes marketing rights for Nepal and addresses the high mortality rate in traumatic haemorrhages.
Ready for another round of re-rating even in a volatile market? 5 Indian pharma stocks with upside potential of up to 41%
In the last two years, every sector has come into focus at one point of time or the other. Some came into limelight due to the fact of real positive changes in the fundamental operating matrix of that sector. While others came into focus just because of too much liquidity chasing Indian paper. In the case of the pharma sector, after years of consolidation, valuation readjustment and regulatory learning which altogether led to positive change in the fundamentals, the stocks made a comeback. It is almost a period of six to eight years that the industry is back on the list where there are more positive developments than negative. These changes have come after the management of a large number of pharma companies learnt the lesson hard way. The lessons that expansion based on PPT presentations on market growth are probably not the best way to run business, rather ensuring compliance to regulatory requirements is more important. So sectors like pharma which have seen a very long phase of business remodelling and valuation readjustment need to be brought back on the watch list.
Will the wave of restructuring help? 7 MNC pharma stocks with upside potential of up to 14%
In the last three years, Novartis is the third MNC pharma company which has announced sale of a part of its business in India. Some of these restructuring are being done as part of the global readjustment being made at the parent companies level. The bigger question is whether after this restructuring will the MNC pharma stocks, which have been underperforming for quite some time, be able to make a comeback on the street or not. This answer to this question would depend on multiple factors. Right from the use of the sale proceeds to whether post restructuring focus would be on a 100 percent subsidiary or not. In both positive and negative cases, these stocks probably should be on watchlist as news flow around them increases in coming quarters. We take a look at 7 MNC pharma companies.
Business and valuation tailwinds to help in outperformance? 5 Indian pharma stocks with upside potential of up to 32%
Just before the whole market was consumed by the PSU rally, one sector that came into the limelight after many years of underperformance was the Indian pharma companies, yes they are very different in every sense from MNC pharma. During the PSU rally, these pharma stocks have been consolidating, however, in the last few days, some of them have once again started reacting to positive developments in the individual company indicating that there is money on the sideline that is ready to come into these stocks. Sectors like pharma which have seen a very long phase of business remodelling and valuation readjustment need to be brought back on the watch list. It might be too early to call, but if a re-rating gets momentum once again then they might be better candidates for volatile markets.
Pharma market grows 9.5% in January
The Indian pharmaceutical market (IPM) saw a robust growth of 9.5% in January with all major therapy areas recording double-digit growth. According to market research firm Pharmarack, a majority of the top 10 therapy areas, including cardiac, anti-infectives, and gastrointestinal, showed double-digit value growth. Respiratory, pain/analgesics, urology, antineoplastics, and stomatologicals also saw higher unit growth.
ADIA, HarbourVest eye minor stake in Cohance
ADIA and HarbourVest are in discussions to acquire a minority stake in Cohance Lifesciences, a pharmaceuticals platform owned by Advent International. The investors plan to invest $350-400 million, valuing Cohance Lifesciences at $1.5 billion. Advent International currently owns a 76% stake in Suven Pharmaceuticals, which was merged with Cohance Lifesciences.
Defensive bet with macro tailwinds? 5 Indian pharma stocks with upside potential of up to 20%
On Tuesday, when the whole market was reeling under pressure, two stocks reacted to their numbers in a positive direction. Both of them were large caps from one sector which is pharma. This becomes significant from three perspectives. First, that positive reaction was there on the day when there was a bloodbath on the street. Second, these stocks were already sitting on gains, so there is little probability of short covering leading to this sort of gains. Last but not the least it has come from sectors like pharma which have seen a very long phase of business remodelling and valuation readjustment, which makes it worth noticing. It might be too early to call, but if a re-rating gets momentum then they might be candidates for volatile markets.
Sectoral tailwinds and stronger balance sheets: 5 largecap stocks with right mix of two important ratios
There are some sectors where large players have an edge, because the nature of the business is such that there are phases where ability to stay in the game and cash on the balance sheet matter most. When the tide turns in favor of that sector, these large companies are able to make most of it. One sector which has gone through a phase of realignment of business and readjustment of valuations for many years and has once again come in limelight is the pharma space. Right from ability to deal with USFDA, not rely just on product segment to how to deal with uncertainty of supply chain which is dependent on China, Indian pharma companies have come a long way.
Getting back into shape? 6 Indian pharma stocks with upside potential of up to 41%
The year 2024, started with a correction in nifty, but one set of stocks which were able to outperform were pharma stocks. While it might appear to be a sudden up move, if one looks at what has happened in the pharma sector in the last eight years, there is a good chance that right from valuation readjustments to changing business model might play a role bringing the large pharma companies back into limelight. Infact some of these stocks have quietly inched upward in the last few months. It might be too early to call, but if a re-rating plays out in this space, it might surprise many in terms of price movement.
Roche buys US rights to Roivant bowel disease drug in $7.1 billion deal
Roche has announced its acquisition of Telavant, a developer of a new treatment for inflammatory bowel diseases, for an initial $7.1 billion. As part of the deal, Roche will have the rights to develop, manufacture, and commercialize RVT-3101, an experimental antibody, in the US and Japan. Roche described RVT-3101 as a "promising" therapy for inflammatory bowel disease, ulcerative colitis, and Crohn's disease.
India's pharma market grows 8% in '22 led by price hikes
In 2021, the market had shown a growth of 14.9%, primarily because of a low base, and the high volume offtake of Covid-19 and related medications such as anti-infectives, vitamins and drugs for gastrointestinal and respiratory problems, pain and fever.
Exodus from the smoking room: Will, belief and 5 simple steps to kick the butt for good
On No Smoking Day, decide to quit the habit and follow these effective steps.
Domestic pharma retail market grows 13% in July
Anti-diabetic therapy dominated the pecking order with four of the top 10 brands, Galvus MET and Janumet being the other top grossers.
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