Sunday #Pharma Brew!

Attended amazing session by @AdityaKhemka5 and have compiled key understandings and takeaways in a small thread!🧵

Thanks @AdityaKhemka5 sir for such insights!

1/ Pharma Industry

-Only sector where India has global competitive advantage, companies in this sector are one of the best in the world with ace qualities.

-Global pharma market is $1100 billion.
-#US market accounts for $500 billion (5% population covers 40-45% of total markt)

-#China is a $150 billion market (15% population covers 15% of total market)

-#India is only $20 billion compared to strong global pharma market (15% population covers only 2% of total market). This leaves a huge #growth.

2/ Indian Pharma

-Costs are cheaper here along with conducive costs policies coupled with govt schemes like PLI, etc.

-Under #AyushmanBharat 10-15 Cr families will be taken to 50-60 Crs.

-Market is growing at 8-10% in which organized market is gaining m'share at stronger pace.

-85% of diagnostic market is unorganized & 80% of pharma market is unorganized.

-India is most unorganized (30-40%) is unorganized with 80% of patient population going to private segment.