Revisiting Healthcare & Pharma Sector | Aditya Khemka | Sajal Kapoor | Tushar Bohra | Prince
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- Опубліковано 6 лип 2024
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Video Chapters
00:00 Quarterly Results view [5 Buckets]
04:43 SC commentary on Hospitals
09:23 Uniform Code on Pharmaceuticals
12:10 Revamping Pharma Schemes | Govt Push
14:03 Patents expiring in 2024-25 | Patent Cliff 2014-15 vs Patent Cliff 2023-2024
17:21 Panel to review Pricing | Products | Services
19:24 Formula of Price Increase
20:37 Impact of Container Rate Volatility
23:01 Five Buckets & Valuation View
29:00 Available in time of pessimism
30:38 Eris Lifesciences
32:44 Higher Allocation to Pharma Sector?
35:50 Current is Stable | Impact on importing RM
40:36 Revenue Spilt b/w Products & Services
46:24 Supreme Court Directive
48:08 Fortis | Max | Valuation
49:00 SRL IPO not going Through
50:00 Take on API Cos. | Manufacturing Control
51:00 Hospital Consumables | Poly Medicure
53:48 New Molecule by Wockhardt
55:45 Wockhardt View | Orchid Pharma
01:04:00 Sun | Sparc
01:17:00 Twin Aquisition of PI Industries | Hester
01:20:30 CDMO in Pharma vs Chemicals
01:26:46 Tushar Vohra | Sparc | Wockhardt |
01:44:15 Shilpa Medicare | Supriya Lifesciences
01:53:48 Optionality | Antidote to Uncertainty
01:57:20 Molecular Diagnostics
01:58:36 Laurus | Expected Asset Turns
01:59:30 Neuland | Guidance | Management
02:03:20 Risk Reward in Diagnostics
02:03:50 Regional Hospital
02:06:30 Cosmacueticlas | High performance formulations | Derma
02:10:10 Oral | Sterile | Injectible | Anti-Fungals
02:13:15 Prevention of Disease | Lifestyle Diseases
#pharmasector #cdmo #investing #healthcare #diagnostics #hospitals #sharemarket #multibagger #equitymarket #compounding #crams #generics #brandedgenerics #USGenerics #APIs #sellonrise #buythedip #whattodo #sharemarket #comtainervolatility #5buckets #erislifesciences #bottomsup
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Very nice discussion. Thanks to Price and Sajal and Aditya.
You're welcome. Glad you liked..hope your share a word amongst friends and family
Very informative and helpful session prince sir,Thanks to Aditya Sir Sejal sir and Tushar sir for giving great insights
Glad you liked. Pls help us spread a word,do share with friends n family
Good insights. Many thanks for arranging valuable knowledge sharing.
Thanks Kulvant ji. Glad you liked. Hope you share a word amongst friend n family n help us grow
Excellent work you are doing Mr Prince. A great session full of learnings. Always waiting to listen stalwarts like Mr Aditya, Mr Sajal and Mr Tushar. Thanks a lot❤
Thanks Mahesh ji. Glad you liked it. Hope you're share a word about the work amongst friends n family.
Why No-one talks about piramal pharma?
Thank You Prince, Sajal and Aditya sir... Timing of this podcast was perfect
Thanks for listening
You are doing a great job for investors ❤❤❤❤❤
Thanks। Pls a spread a word
Many thanks for such sessions , it’s precious.
Have you done any analysis on Caplin Point ? (As you’ve done in Supriya and Shilpa)
Also , is there any recording of your presentstions on Supriya and Shilpa?
Kind regards
Thanks. Can't commit for stock specific discussions. But if we happen to discuss the businesses ever will let you know.
Fortis' increasing profits and performance are on account of its parent IIH, Malaysia. IIH is multinational company and have buying power in case of procuring consumables, equipments, IT services. This benefit is enjoyed by Fortis also.
These gentlemen are merely speculating about the parma sector and not providing any solid insight into the sector.
Excellent discussion❤❤
Thanks
Thanks for such Wonderful session
Thanks. Don't forget to spread a word and encourage people to subscribe here
Sure Sir Thank you@@accidentalinvestorprince
What a deep insight. Mr. Kapoor as usual sharing his hardwork for free. Tracking, observations, narrating the situation cleanly. 🙏👍
Thanks
Would be great if you could add timelines.
I always try whenever I get time. Let's see
The speakers are so reluctant to share stock names. We can make due diligence. They should share names with disclaimer.
Thank you @prince❤
You're welcome Amit. Glad you liked.
What is name of book
Framing Business Uncertainty by Sajal Kapoor
If CGHS rates made mandatory by the Court for all the hospitals, then the business will shift to larger hospitals. In that case smaller hospitals will get whipped out ?
Very unlikely.
Thanks for sharing
You're welcome
The last company's name i heard, made me laugh 😂