Pharma Cheat Sheet
As you all know, I am heavily invested in Pharma - it is by far my highest allocation, around 35-40%
For someone like me, with no background of pharma, it is extremely difficult to understand the basics and all the jargons related to different types of molecules, regulatory approvals etc.
So, I created this sheet sheet working with GPT, keeping an investor perspective in mind.
Hope it helps.. you can keep it as a reference.
I don't claim any accuracy, as I am not an expert.
Let's keep learning and sharing 🙂🙂
@shiladitya4u I was looking for one , wasn't sure if it will take the load without screwing. Now will buy one . Thanks 👍 can you please share the link? I saw many are there from boldfit.
@virjust18 Why it is happening so frequently now a days? On one side we worship goddess and other side such acts are happening . Such a shameful incident. Our society is loosing moral principles so fast. Why can't we have strict laws? I feel ashamed of our country
@MithunSarkari True, I missed hitachi energy, siemens, dixon and many such names just because of high pe. Every quarter good results keep coming and stock hiting high. I feel better to check catalyst and technicals.
@Gaurav_Cx10 Gurav how you calculate the effect of catalyst on future earnings? e.g. I knew Sterlite is in optical fibre and huge demand etc . I added it but if you can gauge the impact you can increase the position size. I am not able to do that.
@NikunjSOF Also today KOSPI colapsed ,that may impacted many data center stocks today . Dee dev, lloyd , Sterlite. Some say that high valuations is the reason.
@shiladitya4u Do you book profit in your portfolio and add again when market gives you better opportunity or will keep it as it is and when market will recover add more ?
@Venu_7_ But coming down to 50ma from 20ma ,isn't showing the stock getting weaker ? If it reverses from 50ma then it is sign of strength, but what if it slides down ,already down from ath by 33%