Company Shastra – Biocon Ltd.
Many of you may be aware that we are initiating a new series of Company Shastra, which will cover safe stocks having favorable future growth opportunities. Our first pick for this series is Biocon- the leader in the biotech sector.
Biocon is an integrated healthcare company manufacturing biopharmaceuticals and providing research services. A highly innovative company, it has strong R&D capabilities which have resulted in creating potential blockbuster products in its research pipeline. While its contract research services are picking up pace, it is also well placed to benefit from the Biosimilar opportunity in key regulated markets with products going off-patent in 2014-2018E. However, higher R&D costs (as the product pipeline advances) are expected to act as a margin dampener for the next few years. Considering this, should you invest in Biocon Ltd.?
However, higher R&D costs (as the product pipeline advances) are expected to act as a margin dampener for the next few years. Considering this, should you invest in Biocon Ltd.?
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13. Jan, 2012 


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