In the past seven trading days, the Nifty Pharma index outperformed the market by soaring 5.4 per cent, as compared to 0.1 per cent decline in the Nifty 50.
Lupin, Intas Pharmaceuticals, Sun Pharma, MSN Laboratories, Natco Pharma, Zydus Life Sciences and Dr Reddy's Laboratories are some of the companies, the note said, that could potentially benefit.
Updated data from the CK-301-101 trial showed durable responses and manageable safety profile in patients with locally advanced cutaneous squamous cell carcinoma
Indian pharmaceutical companies are investing in specialty drugs, biosimilars and local manufacturing in the US despite a near 10 per cent fall in exports in FY26
Q4FY26 company results: Firms including Hindalco Industries, Fortis Healthcare, Torrent Pharmaceuticals, Info Edge (India), and TTK Prestige are also to release their January-March earnings today
The pharma sector is seen as a safe bet because demand remains steady even during inflation or economic slowdowns. Besides, companies earn revenue from multiple global markets, which helps reduce risk
The Nifty Pharma index was quoting higher for the fifth straight trading day, surging 3.8 per cent during the period, as against 0.37 per cent gain in Nifty 50.
India’s largest drugmaker by market capitalisation, Sun Pharmaceutical Industries Ltd, is set to acquire US-based Organon & Co for an enterprise value of $11.75 billion in one of the largest overseas
According to bankers, the Indian pharma major plans to raise around $10 billion from various sources, while the remaining will be funded through internal accruals
Sun Pharma sees its Organon acquisition as a platform to expand globally, boost in-licensing, and improve long-term efficiencies through a stronger commercial front-end
