Analysis of stocks in Pharma

Industry
I have selected 3 stocks for my portfolio.

Cadila Healthcare
Cipla
Lupin

All these companies have high liquidity and market capitalisation.

The reasons for selecting these stocks are1) Historical growth rate
1 week

1 month

3 months
Cadila Healthcare
11.9%
Cipla
4.2%
Lupin
5.06%

1.62%

9.30%

0.9%

0.1%

-3.8%

5.8%

2) Recent News
It is important to remember that pharma is a defensive sector has
shown growth even when the nifty is giving negative returns.
Sun pharma has recently gotten USFDA approval on anti-diabetes
drugs
The stock has been giving stable returns for a year now.
Lupin has entered into a pact with Japanese company to buy 21 generic
brands. This has led to negative returns in the past week which the
brand is expected to recover in the upcoming week.
Cipla has also acquired products divested by Teva, a US based
company.
3) Quarterly results
Analyst as expecting Cipla PAT to increase by a whopping 315% for the
present quarter.
Lupin is also expected to give a positive result this week.
Cadila Healthcare posted slightly lower profits but the stock has surged
due to anticipation of business in the coming quarter.
Both stocks are thus expected to do well in anticipation of these
results.

But financial results of Lupin and Cipla companies released in May led
to a plunge in stock prices to the extent of 6%. The results were lower
than expected.
Hence, it would be wise to sell them in a weeks time.