Bernstein Favors India's Cipla, Dr. Reddy's, Sun Pharma, Lupin

The transcript discusses the status and challenges of various COVID-19 vaccine candidates, including AstraZeneca, Pfizer, and indigenous vaccines in India. It highlights the storage challenges of the Pfizer vaccine, the performance of the NIFTY Pharma index, and the impact of digitalization on pharma sales. The speaker also provides stock recommendations and discusses the accessibility of vaccines in India.

What is a major challenge for Pfizer's vaccine approval in India?

• Wide confidence interval

• Inadequate sample size

• High efficacy levels

• Lack of global data

Why is the Pfizer vaccine challenging to distribute in rural India?

• High cost

• Storage at minus 70 degrees Celsius

• Limited supply

• Complex administration process

How did the NIFTY Pharma index perform during the initial phase of the pandemic?

• It declined significantly

• It remained stable

• It gained due to perceived resilience

• It fluctuated unpredictably

What is a potential benefit of digitalization in the pharma sector?

• Increased marketing expenses

• Reduced sales expenses

• Decreased managerial control

• Higher investment in physical infrastructure

Which company is noted for its strong pipeline in the US market?

• Dr. Reddy's

• Lupin

• Cipla

• Sun Pharma

Which vaccine is based on traditional protein subunit technology?

• Moderna

• Novavax

• Pfizer

• AstraZeneca

What is a key factor for the anticipated success of Novavax's vaccine?

• Lowest cost

• Highest antibody response

• Easiest distribution

• Fastest production time