Dipan Mehta advises investors to be overweight on the broader pharma sector. While acknowledging the good opportunity in GLP-1, he cautions about too many players, and suggests that CDMO companies, having seen sharp corrections, should be on investor watchlists for a potential turnaround.

Dipan Mehta’s track record: 12 graded calls · 95% CI 25–75%

Nifty PharmaBullishCalled 26 Feb 2026Graded 19 Jul 2026
Verdict:MISS

Nifty Pharma declined from ₹22952.35 to ₹22232.25, a decrease of 3.14% over 30 days, which contradicts the bullish overweight advice.

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