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 infrastructure improvements does the teacher mention as necessary for handling the third wave?

What are the teacher's thoughts on the flexibility of quarantine requirements for healthcare workers?

How does the teacher view the deal between Serum Institute and Biocon Biologics?