Primer: Eris Lifesciences (ERIS IN) - Aug 2026
Eris Lifesciences is a pure-play, domestic-focused pharmaceutical company with a strong position in high-growth chronic and sub-chronic...
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The GLP-1 Super-Cycle: Deconstructing India’s 2026 Patent Cliff and Alpha Generators
Semaglutide patent expiration in India leads to 70% price drop, increasing access to affordable generic versions for obesity and diabetes treatment.
335 Views
Asian Equities: Revisiting Indian Mid-Caps After Sharp Outperformance – A New Quant Screen
Our Indian Mid-Cap basket (up 29.4% since Feb 27 inception) beat the BSE Mid-Cap Index (up 18.6%) sharply. We revisit the basket with the earlier...
838 Views
Mankind Pharma Lock-Up - A US$1.1bn+ Lockup Release
The two pre-IPO investors have launched a block to sell around US$591m worth of Mankind Pharma shares. Since the lockup on the shares expired not...
934 Views
Eris Lifesciences: Steady Growth Visibility; Valuation in Comfort Zone. Upgrade to BUY
We upgrade Eris Lifesciences (Eris) to BUY (from ADD) with a TP of INR 1,730, based on a 28x Q3FY28E EPS (vs 31x Q2FY28E; implies EV/ EBITDA of 16x...
170 Views