The video production quality of this podcast is next level! The editor covered all the key takeaways and the graphics in between are very well designed. Thank you HDFC SKY, Unmesh is a fantastic speaker! Please do more episodes!
It is one of the best video on pharma sector. Key takeaways -Track Patent cycle.capex irrelevant for this company.r&d can be key matrics . Api is not much value-added need to be in bulk seller or good unit of economics with scale . Crams and cdms are important in this pharma chains.
Pharma sector is much more difficult to understand than my expectation, its better to follow subject matter expert of this sector and follow their investment on a monthly basis...and it will good to go for ETF and Fund rather than specific stock
The video production quality of this podcast is next level! The editor covered all the key takeaways and the graphics in between are very well designed. Thank you HDFC SKY, Unmesh is a fantastic speaker! Please do more episodes!
It is one of the best video on pharma sector.
Key takeaways -Track Patent cycle.capex irrelevant for this company.r&d can be key matrics . Api is not much value-added need to be in bulk seller or good unit of economics with scale . Crams and cdms are important in this pharma chains.
A brilliant discussion providing overall current pharma landscape and brilliant understanding
The insights shared here are just amazing .
Kindly come up with every industry in india....
Pharma sector is much more difficult to understand than my expectation, its better to follow subject matter expert of this sector and follow their investment on a monthly basis...and it will good to go for ETF and Fund rather than specific stock
You can ignore this sector other sectors have enough opportunity i generally ignore this
Please come with other sectors
Request the interviewer to let the experts speak continuously and not to interfere multiple times- the flow of the speech gets interrupted badly