Yes Securities’ Top 3 Pharma Picks For 2021 After Sector Made A Comeback In 2020

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Pharma companies that witnessed sharp rebound in 2020 from March lows

1. Dr. Reddy’s

2. Aurobindo

3. Cipla

4. Lupin

5. Sun Pharma

API companies

API companies such as Laurus Labs and Divis Labs largely favoured by pricing factor gained the most

Healthcare groups

Then on as the non-Covid business spiked to 95% of pre-Covid level that got hit as its largely retail driven, there was seen a catch up rally in stocks such as Dr. Lal Path, Metropolis and Apollo Hospitals.

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2021 Outlook for Pharma Sector

2021 Outlook for Pharma Sector

Now as the vaccine trials are under final stages by several firms in India and abroad, focus would now shift to vaccine production as well as its distribution. And given that companies that are seen to benefit most as per the views of Mr. Bhavesh Gandhi, Lead Analyst – Institutional Equities, YES SECURITIES are Dr Reddys’, Aurobindo, Cadila and Wockardt and Serum Institute of India from the unlisted space.

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Pharma Stock Picks By Yes Securities For 2021

Pharma Stock Picks By Yes Securities For 2021

As the Covid 19 vaccine related opportunity shall be one time in nature, significant weightage to the factor is not given when picking stocks for 2021:

1. Torrent Pharma on the rationale that it has fast growing brands in the domestic market.

2. Aurobindo and Alembic Pharma have been chosen as they can aptly play the US generics growth especially in injectables and sartans opportunity, respectively.

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