Bernstein India Healthcare Analyst on Worsening Covid-19 Situation in India

The video discusses the challenges in vaccine production and dissemination, highlighting the efforts of Indian companies like Serum Institute and Bharat Biotech. It explores investment opportunities in healthcare stocks, particularly those involved in COVID therapeutics. The video emphasizes India's crucial role in global vaccine supply chains and the impact of new COVID variants on vaccine efficacy. It also compares the pharmaceutical capabilities of India and China, noting India's leadership in vaccine production and the shift in global supply chain preferences.

What challenges are currently faced in vaccine exports from India?

What strategies are suggested to increase vaccination rates?

How have the preferences in the pharmaceutical supply chain shifted during the pandemic?