panacea......?
no i don`t see panacea staying here. Its expected EPS for FY-11 is 30. Hence it has to trade at 600+ in a years time frame. I guess a decent 350-400 in neartime. There are many growth drivers for Panacea in 1 year-2 years.
But this is a vaccine not tablets used for post viral infection. You can say it as prephylaxis. preventive vaccine against swine flu to keep it away........
yes , even biosimilers launches in eu and us will offer huge margins. Other products in the pain , oncology and others will be soon launched in emerging mkts.
Yes looks great..!
I never seen panacea trading at quite less price. Its an opportunity now for us to invest in. There a quite decent D/E ratio. Maintained at 1:1. Its diversification in healthcare also a boost. Already it has shown its strength by getting a big order from WHO. Other orders will also be expected from paho and who. Swine flu vaccine a great opportunity as well. Launch of organ transplant products in ICH regions and launch of NCE in GI segment to emerging mkts will drive the growth.
| NIFTY 
