Summary
Panacea has been building its business slowly & steady in the biotech sector in India.
Its cleverly positioned to soon become No.1 player if it continues it current run.
Unlike some other players like Biocon, Shanta Biotech etc... what diffrentiate Panacea is their domestic exposure.
They are quite well entrenched in the domestic sector, which provides a good cushion from the ups & downs of international business.
The current order from UNICEF highlights their core strength in Vaccines.
Analysis
Panacea has beaten well entrenched player like Serum Institute & Shanta biotech for this order!!!
The UNICEF order only highlights their core strength in vaccine.
Panacea at current levels is a highly recommended as they have strong pipeline of product & the future of Pharma is Bio similars for which Panacea is quite well geared up.
This author consults with leading institutions through GLG
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
