India’s Next Big Pharma Bet: Jefferies Lists Out Top CRDMO Multibaggers with Up to 37% Upside Potential

The Indian pharmaceutical industry has been a significant contributor to the country’s economy, with a growing demand for contract research and development (CRD) and manufacturing (CMO) services. Jefferies, a global investment banking firm, has identified India’s next big pharma bet, listing out top CRDMO multibaggers with up to 37% upside potential. The list includes Sai Life Sciences, Divi’s Labs, and Cohance Life Sciences, among others. These companies have shown significant growth potential, driven by their strong research and development capabilities, state-of-the-art manufacturing facilities, and increasing demand for their services. Sai Life Sciences, for instance, has been investing heavily in its research and development capabilities, with a focus on developing new molecules and improving its manufacturing processes. Divi’s Labs, on the other hand, has been expanding its manufacturing capacity, with a focus on producing high-quality active pharmaceutical ingredients (APIs). Cohance Life Sciences has been focusing on developing new technologies, including artificial intelligence and machine learning, to improve its research and development capabilities. The Indian government has also been supporting the growth of the pharmaceutical industry, with initiatives such as the ‘Pharma Vision 2020’ and the ‘National Pharmaceutical Policy’. These initiatives aim to promote the growth of the industry, improve the quality of pharmaceutical products, and increase access to affordable healthcare. The demand for CRDMO services is expected to grow significantly, driven by the increasing demand for pharmaceutical products, particularly in the generic and biosimilar segments. The Indian pharmaceutical industry is expected to grow at a CAGR of 10-12% over the next five years, driven by the growing demand for pharmaceutical products, increasing investments in research and development, and the government’s support for the industry. The growth of the industry is also expected to be driven by the increasing demand for pharmaceutical products in emerging markets, particularly in Asia and Africa. The Indian pharmaceutical industry has a significant presence in these markets, with many Indian companies having a strong distribution network and marketing presence. The industry is also expected to benefit from the increasing demand for pharmaceutical products in the United States and Europe, particularly in the generic and biosimilar segments. However, the industry also faces significant challenges, including increasing competition, regulatory challenges, and the need to invest in new technologies and manufacturing processes. Despite these challenges, the Indian pharmaceutical industry is expected to continue to grow, driven by its strong research and development capabilities, state-of-the-art manufacturing facilities, and increasing demand for its products. Jefferies’ list of top CRDMO multibaggers is expected to benefit from this growth, with up to 37% upside potential. The list includes companies with strong research and development capabilities, state-of-the-art manufacturing facilities, and increasing demand for their services. These companies are expected to drive the growth of the Indian pharmaceutical industry, particularly in the CRDMO segment. The growth of the industry is also expected to be driven by the increasing demand for pharmaceutical products, particularly in the generic and biosimilar segments. The Indian government’s support for the industry, including initiatives such as the ‘Pharma Vision 2020’ and the ‘National Pharmaceutical Policy’, is also expected to drive the growth of the industry. Overall, the Indian pharmaceutical industry is expected to continue to grow, driven by its strong research and development capabilities, state-of-the-art manufacturing facilities, and increasing demand for its products. Jefferies’ list of top CRDMO multibaggers is expected to benefit from this growth, with up to 37% upside potential.

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