India Pharma Outlook Team | Tuesday, 27 February 2024
According to a report by HDFC Securities, pharmaceutical companies, which have suffered in the last two years due to the pandemic and the country's instability, are showing new signs of recovery.
The report shows the business's overall stability and the USA's price. These positive signs led the BSE Healthcare Index to outperform the Sensex by nearly 25% last year.
One of the main growth drivers is the US market, which is expected to be driven by price cuts, competitive cuts and new products. Launched Loss of Independence (LOE) is a major opportunity for public companies worth more than $100 billion over the next five years. "Increased focus on specialty companies will create a diverse portfolio focused on smart and specialty drugs," the report says.
Sun Pharma and Zydus Lifesciences have already used it, and Sun Pharma specialty products Ilumya, Winlevi and Cequa are leading the way. According to the report, Aristo Pharmaceuticals, Dr. Other major players in the market, such as Reddy's Laboratories and Laurus Labs, are eyeing separate franchises.
HDFC Securities reports initiating a 'buy' report on Sun Pharmaceuticals. Zydus supported the plant with a spread of experts and a clear understanding of the US plant. Domestic pharmaceuticals can continue to grow through volume recovery, price increases and new product launches. The leading companies here outnumber the Indian pharma market (IPM).
The report also presents the balance sheets of leading companies in the sector, which are known to be exploring mergers and buying private equity. The results will be reinforced.
The assessment, however, expressed caution on the extent of a revaluation as the BSE healthcare index outperformed the Sensex.
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