Biotech Values

[investorgold2002]

you should look at RDY

let me know your thoughts

it is my long term play. from a higher investment theme standpoint it has all ingredients to be considered low risk and high growth

1. In BRIC markets - look at their growth in Russia and India in the last 5 years -averaging double digits

2. Excellent and very shareholder friendly management. they are listed in india for more than 2 decades and have returned shareholders

3. they are trying to get into Niche products...if you browse through their patent filings you will get an inkling of what's gonna come
they are also trying to get foothold in OTC market...they already have a few products here

4. they have an excellent ANDA pipeline, with many FTF para 4 challenges...their next 2 years look bright

5. last but not the least, they have repeatedly said they want to be a big player in biosimilars esp in the US and they are closely monitoring the pathway for this