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jeevan patwa

@jeevanpatwa

Below are few gems in #Indianpharma space…I own #Lauruslabs #Suvenpharma and #Suvenlife..

#Suvenpharma – NCE CRAMS – top end segment in CRAMs
#Suvenlife – Pure play CNS R&D – CNS is most difficult but largest market share in pharma
#Lauruslabs – process Innovation

1/3

#Biocon – Biosimilars – largest portfolio of biosimilars among Indian peers
#Syngene – Biologics CRAMs
#Divis – Execution capabilities
#Gland – Regulatory capabilities
#Natco – Para iV opportunities
#Sequent – Animal APIs

2/3

#Cipla – Strong respiratory franchise – should play out in next two years
#DRL – complex generics – should play out in next 2 years

3/3

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ಅಜಯ್✨Ajay🚀Lokesha 🇮🇳 Value🪔Tweeter 🐥

@Lokesha_Ajay

#Thread of the top 3 stocks, sector wise

Industrial Conglomerate
#Siemens
#3M
#Godrej

Pharma
#Caplin
#Granules
#Natco

Electronics
#Dixon
#Amber
#Honeywell

(1/n)
.@dmuthuk .@Arunstockguru .@AnyBodyCanFly .@FI_InvestIndia .@Gautam__Baid .@contrarianEPS .@AswathDamodaran

@ipo_mantra

Health care
#Lalpath
#Kovai
#Narayanahru

Auto
#Eicher
#Maruti
#Hero / #Bajaj / #Escorts (#Tractor)

Auto parts
#Minda
#Motherson
#Subros / #Fiem

Communication & networking
#Sterlite
#Dlink
#Tejas

Chemicals (huge options)
#Kanchikarp
#Kilpest
#Bodal

(2/n)

.@ipo_mantra

@VJ_Rabindranath

Biotech
#Syngene
#Eris
#Vivobio

Transport
#IRCTC
#Interglobe

Real estate
#Sunteck
#Nesco
#Oberoi

Logistics
#Allcargo
#TCI
#Mahindralog

Banking & related
#Creditaccess
#Bajajfinance
#Hdfcbank / #Kotak

Food
#ZYDUSWELLNESS
#Avanti
#Hindfoods

(3/n)
.@VJ_Rabindranath

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Discover and read the best of Twitter Threads about #Natco

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Discover and read the best of Twitter Threads about #Natco

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