Bernstein: Health Tech Is A Segment To Watch In 2022

The transcript discusses the inevitability of a third COVID-19 wave, focusing on the Omicron variant's impact on healthcare infrastructure. It highlights government measures like booster shots and vaccination drives for teenagers. The importance of healthcare infrastructure readiness and flexible quarantine rules is emphasized. The analysis covers pharmaceutical market strategies, the impact of rising raw material prices on margins, and the strategic deal between Serum Institute and Biocon.

What is the main reason for the expected lower strain on healthcare infrastructure during the third wave?

• Omicron has a higher hospitalization rate.

• Omicron is less severe but more transmissible.

• Omicron causes more severe cases.

• Omicron is less transmissible than Delta.

Which age group in India is set to receive booster shots starting January 10th?

• All age groups

• 12 to 18 years

• 18 to 59 years

• 60 plus age group

What is a key recommendation for pharmaceutical companies in the current market?

• Diversify beyond the COVID portfolio

• Invest only in the domestic market

• Focus solely on COVID-related products

• Reduce production of generics

Which company is noted for its specialty portfolio exposure in the US market?

• Gland Pharma

• Cipla

• Sun Pharma

• Dr. Reddy's

What is a significant factor affecting margins in the Indian pharma sector this quarter?

• Increase in raw material prices

• Stable raw material prices

• Decrease in raw material prices

• Government subsidies

What strategic move is expected to support Biocon's growth in the near term?

• Expansion into the US market

• Launch of a new COVID vaccine

• Partnership with Serum Institute

• Acquisition of a new company

What is the expected impact of the Serum Institute and Biocon Biologics deal?

• Decrease in Biocon's market share

• No impact on Biocon's growth

• Significant loss for Biocon

• Support for Biocon's growth