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The Equitymaster Research Digest

Tryst with Pharma Stocks, Transparency in Ratings and More...
Dec 8, 2015

A couple of months back, I gave you a heads up on the key signals of the Megatrend that we have been tracking in the pharma sector. But the sector is a complex one. Its ever-changing dynamics make it important to look at each and every businesses independently.

Now it seems our tryst with interesting healthcare and pharma stocks is here to stay. For two businesses, each with compelling business propositions, are soon to debut on the bourses.

We recently put up our view on the initial public offering of Dr Lal Path Labs. Apart from being unique among the listed healthcare companies, its business model offers scope for very high growth. However, it is competing with several other diagnostic chains, which all put together have just a 15% share of the Indian diagnostics industry.

The other company set to hit the primary market is India's fifth largest pharmaceutical company! Alkem Laboratories' large sales force sells more than 700 brands. The company has field force of more than 5,700 medical representatives. Among the various therapies the company offers, anti-infectives account for the biggest chunk.

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