Here are my notes on just concluded presentation from @AdityaKhemka5 on Indian Healthcare Sector.

PS : This my understanding from the presentation if there are any mistakes/errors/misinterpretation please indicate so in comments.

Indian Pharma is not tactical but structural growth story for next 15-20 years. BSE Healthcare India has outperformed Nifty 50 in last decade.

Indian Pharma Business has on high level 3 components - 1. Domestic Branded Business (Crocin)
2. US Generic Business (Paracetamol)
3. API/Rest of the world business

In US branding is not allowed for medicines, so customer chose lowest price option. So business becomes commodity player as lowest cost seller grabs market share.

Between 2009-2015, supply was limited and demand was more in US and hence generic players grew which in turn improved profitability and hence valuation multiples. All this while Indian business was steady.

*Exposé of the Healthcare Sector in South Sudan*

#SouthSudan #Sudan #SSOT

Monday 7 December, 2020
(Washington DC; London)

Today, the elder brother of the late Dr. Ding Col Dau Ding (1) released the first part of his “Personal Reflection”. It is published in full below:

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*HIV/AIDS in South Sudan: The Diagnosis That Leads to the Murder of Doctors*

*Part One of Three*

When I heard from my youngest sister about the death of my little brother just before 1pm in the afternoon on Wednesday the 28th of October 2015, I was on my way back home...

...from a hospital in Norwich in England. I was returning from overseeing another cycle of chemotherapy for my late Uncle Ambassador Charles Manyang D’Awol. Specialist cancer care that my little brother (Dr. Ding Col Dau Ding Aweer) and my father (Dr. Col Dau Ding Aweer) had...

...commenced for him before my return back to the United Kingdom from Africa.

Upon hearing the news of his death, the immediate thoughts that came into my mind were:

“Who in that God-forsaken hellhole has had the audacity to kill my little brother?”

“Which of those mentally unstable individuals has killed the youngest son of one of the founders of the Sudan Peoples Liberation Army (SPLA) and Movement (SPLM); and the youngest son of one of the principal figures that brought about the 2005 Comprehensive...