'Buy' Sun Pharma, Cipla; 'Hold' Lupin, Indoco Among Other Pharma Stocks, Says Systematix Ahead Of Q4 Results

Systematix expects select companies in the US to benefit from the ramp up in generic Revlimid (Zydus Life and Sun Pharmaceuticals). While Cipla may benefit from a revival in generic lanreotide sales (supply issues getting sorted), Lupin may see a gain in its US portfolio from seasonality (flu and antibiotics). The domestic branded formulation segment should expand in high single digits YoY