Pharma Stocks: CDMO, APIs Or Hospitals? Expert Reveals Where Investors Should Be Overweight

Pharma and healthcare stocks have seen strong momentum across the mid-cap and small-cap space, but where are the best opportunities now? The focus is on CDMO, generics, APIs, hospitals and specialised healthcare businesses. Rakesh Vyas, CIO & Portfolio Manager, Quest Investment Managers, shares his outlook and explains why the CDMO segment remains a preferred space. He also discusses the transition underway in US generics and highlights companies repositioning towards specialised businesses. Zydus Lifesciences and Vaish Life Sciences stand out as examples of companies expanding into areas such as medtech, APIs and CDMO. The expert remains cautious on U.S. generic-focused businesses.