Strong for Lupin, Cipla, Laurus; soft for others LPC should report a strong quarter due to Ranexa/Tamiflu seasonality. Cipla is likely to be steady but can surprise positively on India seasonality. We expect a muted quarter from ARBP (strong INR, Apotex cost); higher R&D;/SGA cost would also impact SUNP/DRRD. US sales are forecast to rise 4% QoQ (26% for LPC, 2-4% for Cipla, DRRD and SUNP, but 6% for ARBP). DIVI's positive momentum should sustain and we expect better QoQ results from Laurus. The...