Pharma A Good Proxy To Weak Rupee; 2 Pharma Stocks To Bet On Now: Sanjiv Bhasin

Why Dr Reddy’s and Lupin? Is there anything specific which could be a trigger in the short term because for pharma it is always about getting the trigger right?
Sanjiv Bhasin: The change in environment in the US where generic pricing is getting more predominant with some of the new product launches and locally the business expanding. Also, in cases where Dr Reddy’s has been a big play, the pricing power is back. Plus pharma becomes a very good proxy to a weak rupee because if you see, in IT, there has been debate on AI and so on whereas pharma and contract pharma particularly is a very sweet business.
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