Arvind Bothra

Arvind Bothra of Religare Capital Markets doesn't see US FDA action against Ipca translating into a similar action by European or other regulators because they have definitely different norms etc.

Checkout: Religare Capital's top pharma bets

Arvind Bothra picks Aurobindo Pharma as his favourite bet among midcaps and Sun Pharma and Lupin among large caps.

Hold Ipca Laboratories, says Arvind Bothra

Arvind Bothra, VP - Institutional Research at Religare Capital Markets is of the view that one may hold Ipca Laboratories.

Buy Aurobindo Pharma, target Rs 930: Arvind Bothra

Arvind Bothra, VP - Institutional Research at Religare Capital Markets recommemds buying Aurobindo Pharma with a target of Rs 930.

Ukraine crisis to hit Dr Reddy's significantly: Religare

In the latest in the geopolitical toughening of stances, it has been reported that Ukrainian President asked Russia to send troops across the border to protect civilians. More than thousand Russian troops have been pouring into the Crimean peninsula sparking outrage and theats of economic sanctions from the US and European Union.

Religare downgrades Cipla on cost overruns

Arvind Bothra of Religare Capital Markets expects Cipla's full margins to be 20-21 percent. But adds if scale up in R&D continues at this pace and approvals from the US do not come through, margins could dip further.

Pick Ranbaxy below Rs 300; see biz value: Religare

Arvind Bothra, VP of Religare Enterprises says even with an average multiple of 7 to 8 times sales on the domestic business, the value will be higher than the current market cap.

Europe an interesting generic mkt for Aurobindo: Religare

Arvind Bothra, VP, Religare Enterprises says under this deal Aurobindo will also enter into a long-term supply agreement with Actavis, which could include other markets as well.

Bullish on Lupin, Aurobindo; cautious on Ranbaxy: Religare

Arvind Bothra, vice president of institutional research at Religare Capital Markets is cautious on Ranbaxy because the earnings visibility is very low and believes that the expectations of a turnaround in the US business etc are seemingly priced-in the stock.

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.

Arvind Bothra positive on Aurobindo Pharma

Arvind Bothra, vice president of institutional research at Religare Capital Markets is positive on Aurobindo Pharma. "Its US business is continuing to do exceedingly well, both on execution of product launches as well as the quality of product approvals," he adds.

How Religare is reading latest happenings in pharma sector

In an interview to CNBC-TV18, Arvind Bothra, Religare Enterprises spoke about the recent developments varios pharma compnaies like the Strides Arcolab and Mylan deal and the warning letter which Jubilant Life Sciences got from the US FDA.