Lupin, Sun Pharma, Dr Reddy's top picks: Arvind Bothra

Dec 20, 2013, 06.03 PM IST

Arvind Bothra, vice president of institutional research at Religare Capital Markets says Lupin, Sun Pharmaceutical Industries and Dr Reddy's are top picks in the pharma space.

Tags  Arvind Bothra, Religare Cap Mkts , Sun Pharma, Dr Reddys Labs, Glenmark, Divis Labs, Lupin, Ipca Labs

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Lupin, Sun Pharma, Dr Reddy's top picks: Arvind Bothra

Arvind Bothra, vice president of institutional research at Religare Capital Markets says Lupin, Sun Pharmaceutical Industries and Dr Reddy's are top picks in the pharma space.

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Lupin, Sun Pharma, Dr Reddy's top picks: Arvind Bothra

Arvind Bothra, vice president of institutional research at Religare Capital Markets says Lupin, Sun Pharmaceutical Industries and Dr Reddy's are top picks in the pharma space.

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Arvind Bothra, vice president of institutional research at Religare Capital Markets told CNBC-TV18, "My top pick would be  Lupin followed by  Sun Pharmaceutical Industries and  Dr Reddy's Labs in the pharma space. I would like to stick with quality names with a deeper product pipeline, of course that has to be backed by solid financials as well."

He further added, "Lupin satisfies all these three criteria and what we are looking at going forward is high number of launches in the US which are margin-accretive. So starting with Trilipix, Trizivir and Cymbalta in this quarter you would have Yaz, Renagel or possibly Niaspan with extended low competition period to sustain in the second half. We are also looking at a domestic market growth recovery for Lupin."

"I like Sun Pharma for deep quality of its pipeline and sustained earnings surprises and Dr Reddy's is third on the pecking order. Among the midcaps, I like  Ipca Labs and  Divis Laboratories followed by Glenmark Pharma . All these three stories are relatively low on valuations and fairly stable businesses," Bothra said.

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