Good Q1 for Sun, Alkem, Dr Reddy's; stabilising for Cipla, Lupin We expect a strong quarter for SUNP (boosted by one-time US generic supplies) and DRRD (full quarter of gSuboxone, ramp-up in new launches incl. gPropofol, Isotretinoin, and cost savings). Cipla/LPC should see stabilising quarter after a high US base from gSensipar/ gRanexa stocking. Alkem's EBITDA is forecast to grow 11-12% YoY, while ARBP (Ertapenem competition), DIVI and Laurus could see a lacklustre Q1. The avg USD/INR is...