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 The Equity Desk Forum :Market Strategies :Fundamental
Message Icon Topic: Pharma multibagger: CRAM Post Reply Post New Topic
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nav_1996
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Quote nav_1996 Replybullet Topic: Pharma multibagger: CRAM
    Posted: 08/Sep/2006 at 12:11pm
Will CRAM emulate IT services?

My reasoning is that the competitive advantage which are available to IT services companies is available to CRAM companies also though scale of opportunities is slightly less (but good enough to create a couple of mutli-baggers).

Data secrecy may be an issue, but increasingly Global Pharma companies are outsourcing less critical services like IT.

Who can be potential candidates?

I did zero on Dishman pharma but sold when they tried to diversify into SEZ building as i did not understand rationale.
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omshivaya
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Quote omshivaya Replybullet Posted: 09/Sep/2006 at 10:51pm
Can you please throw some light on CRAM? What is it? A brief idea please?
 
Thanks
The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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nav_1996
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Quote nav_1996 Replybullet Posted: 09/Sep/2006 at 11:32pm
It is short form for Contract Research and manufacturing
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omshivaya
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Quote omshivaya Replybullet Posted: 09/Sep/2006 at 11:49pm
Oh allright. Thank you. I dont have muc hidea of it but I am sure someone else on this forum can definitely throw some light on it.
The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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nav_1996
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Quote nav_1996 Replybullet Posted: 10/Sep/2006 at 3:30pm
I am confident that CRAM has immense potential. But I am not sure what are right candidates with good management.
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basant
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Quote basant Replybullet Posted: 10/Sep/2006 at 5:31pm
Did you look at Vimta Labs It has run up since we discussed it at Rs 158 it is now at Rs 195 but from what ever I could make out  it looks very good. Others I am not aware. ANy one from the pharmaceutical industry on this forum could provide more info on the same.

Edited by basant - 10/Sep/2006 at 5:33pm
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