Search+Business News›Markets›Stocks›News›More macro headwinds on the cards? Tackle them with core principles: 6 pharma stocks with upside potential of up to 28%Investment IdeasSynopsisThere was a time when the Indian pharma story in the US was almost entirely about inspection risk. The US FDA would inspect a plant, a warning letter would follow, shipments would stall. Managements would explain remediation plans. Analysts would estimate lost revenue, how long the corrective action could take, and whether the next inspection would be clean. Today, Sun Pharma has signed a definitive agreement to acquire Organon in an all-cash transaction that values it at an enterprise value of $11.75 billion. The number matters. But the direction matters more.How does one deal with a situation where everything that can go wrong is seemingly going wrong? Given the fact that the street has another headwind to deal with in terms of the IMD downgrading the forecast for monsoon 2026, the street has a higher probability of witnessing some pressure. How to tackle the current market condition? It is simple, but not easy. Yes, that may sound contradictory to some, but the fact is that sometimes the toughest ETMarkets.com 12 mins readMay 31, 2026, 01:34:00 PM ISTGift this Story to your friendsFONT SIZEAbcSmallAbcMediumAbcLargeSAVEPRINTCOMMENTContinue reading with one of these options:Limited AccessFreeLogin to get access to some exclusive stories & personalised newslettersLogin NowUnlimited AccessStarting @ Rs120/monthGet access to exclusive stories, expert opinions & in-depth stock reportsSubscribe NowETUh-oh! This is an exclusive story available for selected readers only.Worry not. You’re just a step away.What’s Included withETPrime Membership
More macro headwinds on the cards? Tackle them with core principles: 6 pharma stocks with upside potential of up to 28%
There was a time when the Indian pharma story in the US was almost entirely about inspection risk. The US FDA would inspect a plant, a warning letter would follow, shipments would stall. Managements would explain remediation plans. Analysts would estimate lost revenue, how long the corrective action could take, and whether the next inspection would be clean. Today, Sun Pharma has signed a definitive agreement to acquire Organon in an all-cash transaction that values it at an enterprise value of $11.75 billion. The number matters. But the direction matters more.
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