Starting with Hospitals and again from 1:11:45 - structurally positive but valuations have improved in recent years
Neuland - 3:55 and again at 40:20
Mankind Pharma v FDC - 5:50
Shilpa Medicare - 8:01
Chemicals (no surprise audits in this any many other industries ex Pharma) - 10:50
Syngene - 11:20 and 1:10:45
Indoco Remedies - 14:20
Laurus Labs - 18:90
Natco Pharma - 21:10
Aarti PharmaLabs - 22:55
Praj Industries - 22:48
[Starting around 07:00 briefly touched upon Praj Matrix in 2021 API webinar here -
youtube.com/watch?v=M4sNTLJH…]
Hikal - 27:25 onwards
Granules - 32:40
Aarti Drugs - 33:25
Vinari Organics - 35:00
Jubilant Pharmova - 36:20
Chemicals game over? - 38:20
CDMO Capex view - 41:40
Diagnostics landscape - 45:00
Sun Pharma and Eris Life and Branded Generics - 46:00 onwards
IOLCP: 48:00
Cyclicals - Cement, Railway, Chemicals (China 1), Defence and other non-USFDA risky assets etc?: 49:30 onwards
Suven Pharma: 57:00
Glenmark Life: 58:40
PI Industries: 59:30
Kopran: 1:00:30
Jagsonpal Pharma and RPG Life: 1:02:10
Laurus: 1:04:50
SMS Pharma and other generics: 1:06:10
Primal Pharma vs Aarti Pharma: 1:07:10
Cement one disclosed asset: 1:09:20
Praj and Ion Exchange: 1:12:50
Narayana vs Apollo: 1:15:00
Disclaimer: invested in some of the names mentioned above. Not a professional investment manager. No recommendation. No invitation!
youtube.com/watch?v=j-nLmjYO…