3 stocks Nithya Balasubramanian is bullish on from pharma sector

economictimes.indiatimes.com:

«If you look at what Teva has been saying, what Viatris has been saying, I think all of them are consistently calling out that the pricing environment is softer this year. And on top of that, as you were talking about, we are seeing some supply disruptions in the market,» says Nithya Balasubramanian, Sanford Bernstein.

Let us first address the so-called elephant in the room and that has always been U.S. markets. Has pricing erosion further eased? What is the situation when it comes to the drug and the injectable shortage? I mean, is there more to the ray of light for trade generics?
See, in the US, we do see pricing deflation has softened, especially compared to last year. We think pricing deflation was trending at minus 15, minus 20%, even depending on the portfolio. And we think that is down to low single digits this year. And I think that is now being consistent commentary from most of the players, most of the Indian generic companies, as well as some of the global MNCs as well.

If you look at what Teva has been saying, what Viatris has been saying, I think all of them are consistently calling out that the pricing environment is softer this year. And on top of that, as you were talking about, we are seeing some supply disruptions in the market.

Unlock Leadership Excellence with a Range of CXO Courses

We have seen some players recall some products. We have seen some players file bankruptcies. So these will therefore create opportunities for players with a wide portfolio.
So, Dr. Reddy's, Aurobindo these are companies that have