We cover pharmaceutical companies (across market caps) with broad base presence across all major global markets.
Pharmaceuticals remains a high potential sector, both in terms of active pharmaceutical ingredients and finished formulations due to strong double-digit growth in the domestic market and a strong base for companies across other high-value markets globally, especially in the US and Europe.
The industry is currently going through a transition toward greater investments in research and development and a gradual shift in business models. In this context, we cover companies that are better equipped to manage this transition and provide value in the long run.
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Lead Analyst – Healthcare & Chemicals
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