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  • Buy Tata Motors - Indian Business To Add A New Dimension To The Growth Story
       • Tue, Jan. 13 TTM 9 Comments

    Summary

    • TTM Indian business in a sweet spot - Sales to double in 3 years, profits to grow exponentially driven by operating leverage.
    • Defensive valuation provide a solid hedge on the downside.
    • Jaguar Land Rover (JLR) sales continues to grow in major markets at a healthy rate.
    • I expect the valuation multiple to correct and get closer to the sector average.
  • Buy Dr. Reddy Laboratories: Recent Correction Offers An Attractive Entry Point
    Dec. 30, 2014 RDY 4 Comments

    Summary

    • Dr. Reddy (RDY) is a leading generic pharma company based out of India.
    • Stock price has corrected about 17 percent in the last one month on concerns over the Russian business. The correction is an overreaction and offers investors an attractive entry point.
    • The stock now trades at discount to its peers despite very strong growth prospects.
  • Time To Be Overweight On Merck - Multiple Catalysts On The Horizon
    May. 8, 2014 MRK 10 Comments

    Summary

    • Multiple catalysts on the horizon and the consensus estimates currently are conservative and err on the side of caution.
    • A favorable outcome from these trials / events may lead to the consensus sales estimate for Merck 2020 sales going up by $10 to $15 billion.
    • The risk reward profile is extremely favorable as the divestiture of OTC business strengthens Merck's Balance sheet and their ability to leverage for inorganic growth.
  • Can Once Daily GLP-1 Lyxumia Be The Next Major Growth Driver For Sanofi?
    Apr. 16, 2014 SNY 9 Comments

    Summary

    • Lyxumia's fortune hinges on results from ELIXA, a cardiovascular outcome study to report data in early 2015.
    • Currently consensus forecasts for Lyxumia do not assume a positive outcome from the ELIXA study.
    • I believe there is a good chance that ELIXA will report positive data. In such a scenario the consensus estimates for Lyxumia will increase from $450m to $2.9b.
  • Sell Ranbaxy And Buy AstraZeneca: Good Chance Nexium Generic Launch Delayed
       • Apr. 5, 2014 RBXZF 1 Comment

    Summary

    • Ranbaxy launch of generic copies of Nexium may be delayed by about 6 months or more.
    • Incremental Profits for Ranbaxy from Nexium generics will be much lower than anticipated because of the delay.
    • Even if they launch it timely, I expect profits to be about 50 percent lower than expectations.
    • AstraZeneca currently accounts for a Nexium generic entry in its annual guidance for FY-14 will benefit and revise its guidance upwards.
  • Novo Nordisk - An Opportune Time To Book Profits
    Editors' Pick • Mar. 14, 2014 NVO 40 Comments

    Summary

    • NVO, which has so far dominated the diabetes market, is expected to face tough times as competition is growing fierce and strong and will unfavorably impact NVO share.
    • Launch of four new basal insulin products over the next 2 years will constrain the growth prospects for NVO’s basal insulin product Levemir.
    • NVO’s fastest growing product Victoza will eventually meet strong competitors that may offer considerable benefits over Victoza.
    • Insulin market growth will slow down for three reasons.
  • Sell Ranbaxy - Recent Run Up Provides An Opportunity For Investors To Exit
       • Jan. 7, 2014 RBXLY 4 Comments
  • Ophthotech - Buy This Multibagger Today
    Dec. 5, 2013 OPHT 15 Comments
  • How The Global Pharma Industry Will Shape Up In The Next 5 Years?
    Dec. 4, 2013 JNJ, BMY, GSK Comment!
  • Glivec Generics May Be Delayed In The U.S. - Buy Novartis
    Dec. 2, 2013 NVS 1 Comment
  • Daiichi Sankyo's Factor Xa Inhibitor Edoxaban Clears Phase III Hurdle - A Major Threat To Xarelto And Eliquis
    Nov. 21, 2013 DSKYF 4 Comments
  • Eliquis (Apixaban) Approved In Europe - A Blockbuster Opportunity For Bristol-Myers, Pfizer
    Nov. 21, 2012 PFE, BMY 3 Comments
  • Forxiga For Type 2 Diabetes Is A Potential Blockbuster - Buy AstraZeneca
    Nov. 16, 2012 AZN 5 Comments
  • Novartis: Breaking Conglomerate Structure Could Unlock 50-60% Shareholder Returns
    Editors' Pick • Oct. 10, 2012 NVS 8 Comments
  • Buy Roche Ahead Of ESMO
    Sep. 25, 2012 RHHBY Comment!
  • Merck - Invest For A 20 To 40 Percent Return Over The Next 2 Years
    Sep. 4, 2012 MRK 4 Comments
  • It's Time To Be Optimistic About AstraZeneca
    Editors' Pick • Aug. 22, 2012 AZN 13 Comments