Instant event-based Recommendations: Consolidate Biocon in portfolio on Pfizer mktg break up

Biocon correction of today is likely to be a potential big upside customer. only the lay would have assumed Pfizer’s marketing tie up will actually amount to anything ansd prices had anyway been subdued. the 5% drop is a bonus. Similarily can expect to add positions in SPARC after a break up is announced in due course. till then one can buy smaller lots. obne feels both Pfizer and SPARC have what i t takes to propagate indian small company strengths while capable of handling bigger budgets and thus tag into “Total outsourcing” deals in the area in a few. Also Indian domestic pharma expansio n may be a matter of one stable government like the one in UP this year.

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