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pharma has seen a severe derating over last 12 months due to multiple headwinds including: (a) the ongoing us fda regulatory issues across indian pharma companies over the past 18 months; (b) heightened pricing pressure in the us; (c) department of justice-related concerns; (d) currency volatility in emerging markets which offset underlying growth; (e) a slowdown in indian formulations market growth, impacted by price controls/fdc ban.
over the last three months, large indian pharma firms (lupin, cadila, aurobindo, glenmark and cipla ) have received fewer observations and have successfully resolved their outstanding usfda issues. while regulatory risks will always persist, the inspection outcomes seem to be less severe and should allay investor concerns around usfda inspections. we believe that sun pharma s valuation de-rating appears excessive (stock trading at valuation which is 31% below past five-year average) and worries overdone ( 16 days ago )
  porfavor  3 followers
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