Pharma multibagger: CRAM
Printed From: The Equity Desk
Category: Market Strategies
Forum Name: Fundamental
Forum Discription: Discuss the operations and finances of any of your companies.Make the other participants aware on the investment opportunities available in a stock on PE free cash flow etc
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=301
Printed Date: 04/May/2025 at 8:54am
Topic: Pharma multibagger: CRAM
Posted By: nav_1996
Subject: Pharma multibagger: CRAM
Date 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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Replies:
Posted By: omshivaya
Date Posted: 09/Sep/2006 at 10:51pm
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Can you please throw some light on CRAM? What is it? A brief idea please?
Thanks
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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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Posted By: nav_1996
Date Posted: 09/Sep/2006 at 11:32pm
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It is short form for Contract Research and manufacturing
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Posted By: omshivaya
Date 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.
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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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Posted By: nav_1996
Date Posted: 10/Sep/2006 at 3:30pm
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I am confident that CRAM has immense potential. But I am not sure what are right candidates with good management.
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Posted By: basant
Date Posted: 10/Sep/2006 at 5:31pm
Did you look at http://www.theequitydesk.com/forum/forum_posts.asp?TID=263 - 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.
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