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Oracle (ORCL) Q1 2022 Earnings Call Transcript
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Sun Pharma,
Cipla and Gland Pharma are the three largecap pharma stocks on which Nithya Balasubramanian of Sanford Bernstein is bullish on. Edited excerpts from an interview:
What are your top picks in the pharma pack? Which stocks do you think can get rerated?
We cover mostly largecap names. Our top picks right now are Sun Pharma, Cipla and Gland Pharma. The valuations are slightly at an elevated level, but we believe that there is a possibility of continued growth and momentum in earnings. This will be appreciated by the market as well.
Sun Pharma s potential in the specialty business is undervalued.