Pharma learnings 101:
Higher the difficulty to manufacture, Lower the competition, Higher the pricing power.
Higher the regulatory oversight, the Bigger is the moat for those who comply.
#PharmawithJST
More from ᴀɴɪsʜ ᴍᴏᴏɴᴋᴀ
More from Genericlearnings
China Index has corrected ~40% since its peak
Lot of regulatory crackdown in China. Top rated companies are available for huge discounts. $BABA for example now has a market cap of less than 600 Billion and is bigger than Amazon in every regard.
I have been aggressively investing more in Chinese equities than Indian ones.
https://t.co/W1RWdKU3sy
Lot of regulatory crackdown in China. Top rated companies are available for huge discounts. $BABA for example now has a market cap of less than 600 Billion and is bigger than Amazon in every regard.
I have been aggressively investing more in Chinese equities than Indian ones.
https://t.co/W1RWdKU3sy