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Deep dive on Health Care sector | US Bio Secure Act | Ft. Aditya Khemka
Original: Deep dive on Health Care sector | What is US Bio secure act? Who is going to benefit Ft AdityaKhemka
Takeaway
BIOSECURE Act could shift API/CDMO supply from China to India over the next decade - bet on Indian CDMO leaders and quality pharma.
Summary
- Interview with healthcare fund manager Aditya Khemka explaining US BIOSECURE Act and its implications for Indian pharma
- Historical context: India was largest API maker in 1980s ($4B exports today vs China's $40B - China captured 10x India's API market via subsidized parks, cheap power, weak pollution norms
- Geopolitical shift after COVID - China hoarded its first WHO-approved vaccine (Cansino, Aug 2020) while India gifted vaccines to Bangladesh, Myanmar etc, positioning India as friend vs China as enemy
- Mentions positions in healthcare names including a global diagnostics company and CDMO players in India
- Khemka cautious on chemicals but says interest is returning after steep corrections; bullish on Indian CDMO leaders
healthcarepharmaBIOSECURE
Original description
To support our channel use the link below FYERS 👉https://signup.fyers.in/?utm-source=AP-Leads&utm-medium=AP0963 You can compare Term Insurance here 👉https://bit.ly/46hsSJA You can compare Health Insurance here 👉 https://tinyurl.com/pgc9dcxc TELEGRAM: https://telegram.openinapp.co/money-purse In this exclusive interview with Aditya Khemka, Fund Manager, we dive into the healthcare sector, covering key topics like the BioSecure Act and its impact. I asked Aditya about health tech companies, CDMO, and CMO companies, and his views on the best investment opportunities in these areas. This informative video aims to educate our audience on the growth, challenges, and investment potential in the pharma and healthcare sectors. Aditya provides expert insights into emerging trends, helping investors understand the dynamics of these sectors and make informed decisions. Whether you’re looking to invest in health tech or interested in understanding the market for CDMO and CMO companies, this video offers valuable knowledge for every investor. Tune in for expert advice and actionable insights! Don’t forget to like, share, and subscribe for more exclusive interviews! Stay In Touch👇 Also connect with us on👇 📷Instagram: https://www.instagram.com/moneypurseadv/ 🕊Twitter: https://twitter.com/Moneypurseadv 📱Facebook: https://www.facebook.com/moneypurseadv/ Thanks for watching.. Team Money Purse 00:00 Intro 05:43 Brief about Biosecure Act? 13:07 Why the shift from branded Generics to hospitals ? 17:58 Why did you liked Health Care Global ? 22:38 What kind of recovery can be seen in Diagnostic ? 27:04 What's your view on new management of Thyrocare ? 28:45 What filters you keep to add new kind of healthcare ? 31:51 What’s your take on the recently listed health tech companies? 32:37 What's your view on health insurance companies? 33:23 What’s your take on API companies, share your view on natco pharma? 35:35 Syngene v/s Sai life sciences 36:45 Which CDMO companies are you currently interested in? 37:32 What's your take on Laurus Labs? 38:32 How do you read chemicals as a space? 40:20 What's your view on Wockhardt? 41:45 What are the sectors you'r comfortable to invest other then healthcare? 44:23 What's your view on MedPlus retail chain? 45:29 What’s your take on CMO companies? 47:18 Key Highlights of the video in Telugu