LT investing. Pharma. How to shortlist stocks to make a balanced portfolio
Used Gemini. prompts and outputs are given below. My comments are marked 'mk'. This is a single thread. prompt: what are different types of pharma stocks like cdmo, generic producers etc. in plain text <500 words. output: The pharmaceutical sector is divided into distinct business models based on where companies operate along the drug value chain. Understanding these categories helps clarify how they generate revenue and manage risk. Generics and Branded Generics These companies manufacture exact copies of off-patent chemical drugs. Their business model relies on high-volume, low-cost production to capture market share globally. While demand is steady due to constant patent expirations, they face heavy price erosion from intense competition and strict regulatory audits. Examples include Sun Pharma, Dr. Reddy's, and Teva. Active Pharmaceutical Ingredients (APIs) API manufacturers produce the raw chemical or biological bulk components that give medicines their therapeuti...
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