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 is the current gap in vaccine production and dissemination in India?

• India is producing double the required vaccine doses.

• India has no gap in vaccine production.

• India is producing half the required vaccine doses.

• India is producing more vaccines than needed.

Which companies are expected to benefit from the pandemic due to their exposure to COVID therapeutics?

• Apple and Microsoft

• Cipla and Glenmark

• Tesla and SpaceX

• Amazon and Google

What percentage of global vaccine production capacity did India hold pre-COVID?

• 75%

• 60%

• 45%

• 25%

What is the efficacy of the AstraZeneca vaccine against the South African variant?

• 50%

• 10%

• 90%

• 75%

What is the primary response suggested to combat the new COVID-19 variants?

• Swift vaccination drive

• Implement stricter lockdowns

• Increase vaccine prices

• Stop vaccine production

Which country is considered a second source for APIs due to supply chain concerns?

• Brazil

• India

• Russia

• Australia

How has the pandemic affected the pharma supply chain supremacy between India and China?

• Both countries have stopped vaccine production.

• India has maintained its leadership in vaccine capacities.

• India has lost all its pharma market share.

• China has completely overtaken India.