Pharma Stocks Rally After Earnings: Where Is The Value Across CDMO And Healthcare?

Pharma stocks have seen a strong rally following robust earnings, with companies across large, mid and small-cap segments hitting fresh highs. The CDMO segment continues to emerge as a key earnings growth driver for the pharma industry. Sunny Agarwal, SBI Securities, highlighted the strong performance across the pharma space and sees opportunities in newly listed CRO and CDMO companies. Rubicon Research, Anthem Biosciences and Sai Life Sciences are among the names highlighted for their sector exposure. For stable businesses, Divi’s Laboratories is also seen as a stock that investors can accumulate at current levels.