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.
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, 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.