A Discussion on the Pharma Sector

FOF is now simulcast every month in Bengaluru, New Delhi and Pune too. Visit this link to know more about FOF, and subscribe...ppfas.com/subscribe-for-fof/
If you've ever felt the Pharma sector is too difficult to understand, you're probably right. With a lot of moving parts & uncertainty about the future direction, it's tough to guess the fortunes of the sector. Raunak Onkar discusses the Pharma Sector in reasonable depth to help build a base to track the sector.

[@shahidchokshi1328]

Amazing session, very informative. Thanks

[@pipuchakraborty5151]

Very educative...you kept it lucid and simple...Lots to learn from you..Pl continue doing such great work..

[@Gargi22111]

Food and Pharma industry truth revealed
th-cam.com/video/tCK-vcytkig/w-d-xo.html

[@adityababar7011]

Very much informative and lot to learn from this!! Thankyou for such a wonderful session!

[@sangramnayak3966]

superb, would like to know more about the different industries like u explained for pharma...loved it a lot.

[@Mr69ation]

Raunaks talks are so insightful yet fun...

[@amarc4697]

Nice one Raunak, very insightful! Thanks.

[@pipuchakraborty5151]

The 22 ppl who disliked the video are fans of Dhinchak Pooja

[@ankitgudhka6804]

Highly educative. Excellent coverage!!!

[@boogeyman2092]

There's a entity called RCT (RANDOMIZED CONTROLLED TRIALS) to check therapeutic efficacy, side effects etc of ' drug' before it enters market to be prescribed by doctors,pls do mention about that.(at 24.45)

[@snehalvankudre]

Great presentation... simple explanation for complex sector...

[@sidharth_chandrasekar]

AbbVie is not a generic subsidiary of Abbott. Abbott floats its bio tech division into a separate subsidiary as AbbVie. AbbVie is more high end research oriented company than Abbott

[@oraunak]

Thanks. Yes. I misspoke during the presentation. I stand corrected. Thank you for watching.

[@TheBanterCity]

@@oraunak Learned a great deal from this. Thank you. can you please share the name of that Netflix documentary you mentioned?

[@chittemsettyyaswanthsai9991]

Very humble personality nailed it in making it easy to understand for us.

[@houseofcats2023]

..

[@yogeshshroff9331]

Dear Raunak,
Found the session to be really useful could you share the PPT which is being used.
Regards

[@anyannoaxom6290]

Really appreciate the effort of the host

[@harshitchudiwal5701]

Thank you Sir..

[@shakibkureshi2430]

Thank you so much sir it's very informative session 🙏❤️

[@pritamsaha6804]

Thanks raunak

[@kayj6755]

very informative - thank you very much

[@manuvsingh]

Brilliantly put.

[@darshildoshi4647]

Excellent presentation! would love to get your help how to take this forward by going deep in this sector

[@TheLogicalInvestor]

Superb presentation.

[@MoneyVestments]

Insightful presentation!

[@nemojosh1954]

Very informative.

[@venkychemiitm]

very nice

[@yogeshsoni5281]

Plz upload the presentation File of the topics discussed in the video

[@ppfasmf]

Hi, the presentation is available to download here. ppfas.com/pdf-docs/b-finance/a-discussion-on-pharma-sector-fof-raunak-onkar.pdf

[@shailzasharma7513]

Nicely explained (y)

[@andrewthiyam8602]

Hello! Can someone tell, how does a regular daily consumer identify and distinguish a pharmaceutical grade drug in the market?
Any signs, symbols or labels we can look for?
There are so many bad quality, impure over the counter drugs sold. So we have to know.

[@oraunak]

Drug packaging is quite standardised and regulated by local bodies in each country. Counterfeit drugs are very hard to identify based on packaging alone. One way to guard against it is to stick to the prescription & even cross check the medicine with the doctor after purchasing it. Local Pharmacies who you know personally might also warn about certain manufacturers who are known to have sold counterfeit drugs. Sadly none of the indicators of counterfeit or impure drugs are easy to verify by patients/consumers.

[@sarthakgarg5696]

As warrenn buffett says dont invest in a company which spends alot of amount in research and development as no one knows what is return on that cost. so if i see on your slide lupin cipla etc have spend around 12% of their sales in research and development. so dont you think pharma sector has bad economics? Even in your porfolio there are pharma stocks so why these stocks are there as we are value investor.

[@dipenganguly2635]

Moron, research is future...

[@subodh5890]

Amazon Google spent most on R&D and these are successful companies

[@rushabhshah788]

Gold!

[@dhittbandagaming2978]

there should be sector update as capex in these industries on high level many companies are doing backward integration

[@tusharkatariya8109]

.