PIYUSH SANDUJA || IIT || ISB

1️⃣ Business Insights: Indian Healthcare📈
2️⃣ Updates: Future M&As and IPOs💲
3️⃣ R&D in Healthcare🔬
4️⃣ Health SHARES to Invest?🕵️‍♂️

[यमराज @autopsy_surgeon]

Future of Doctors in India. An MBBS graduate has to work as food delivering agent because there are no jobs for a doctor in Tamil Nadu.

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

𝐔𝐫𝐠𝐞𝐧𝐭 𝐂𝐚𝐥𝐥 𝐟𝐨𝐫 𝐁𝐥𝐨𝐨𝐝 𝐃𝐨𝐧𝐚𝐭𝐢𝐨𝐧𝐬
Ahmedabad was struck by an unthinkable tragedy. 50 young Resident Doctors are feared dead. Please msg on our WhatsApp group that is specifically run by Healthcare Professionals: https://t.co/2ao8kvqh9c

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

Over 3yrs, 🇮🇳's Top-40 HEALTHCARE co. collectively boosted their Market Cap. by ₹9,61,985Cr($113.2B), avg.₹24,050Cr($2.83B) per company. How?🤯

𝐒𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 & 𝐃𝐨𝐰𝐧𝐥𝐨𝐚𝐝 from Newsletter-3 at-

https://t.co/5YfgJLqgsE

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

In China,
An innovative educational trend is taking shape:
Teaching children Surgical Stitching to spark
Early interest in Medicine and Healthcare.

Remarkably, STEM-based activities like these have shown measurable benefits for children with behavioural disorders.

#Healthcare

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

All the big or small brands would want to open hospitals in J&K as its scenic location can uplift the mood of patients. This can be a game-changer as far as Medical Tourism is concerned. What do you think?

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

Stability in J&K'd lead to>>₹18KCr Tourism. GMC Srinagar did its 1st Live-Related Kidney Transplant. Ironically, a wife saved his 50yr old husband(with End-Stage Renal Disease (ESRD)) by donating her kidney.🇮🇳

Doctors|MedTech|AI_in_Healthcare,
Join: https://t.co/8PU6myLZSk

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

There are more ironies:
1. The transplant was performed By a team comprising both of Hindu & Muslim doctors
2. It was FREE of cost under the Ayushman Bharat Pradhan Mantri Jan Arogya Yojana (AB-PMJAY) Golden Card Scheme.

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

Would you buy a $100K device to assist your healthcare workers with putting on gloves?😎

Subscribe to our Newsletter on Healthcare, AI & Indian Medtech space.
Click: https://t.co/8PU6myMxHS

#healthcare #healthtech #india
#hospitals #doctors #medtech

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

Whenever I talk to doctors to understand their ops, 2-names come up primarily as far as MRI machines are concerened:
1. @Siemens Healthineers: for bigger branded hospitals
2. @mindray: for smaller or mid-sized hospitals

Infact, the mkt for refurbished @Siemens MRIs is also huge.

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

𝗧𝗼𝗽 𝗠𝗲𝗱𝗶𝗰𝗮𝗹 𝗗𝗲𝘃𝗶𝗰𝗲 𝗰𝗼. 𝗶𝗻 𝗖𝗵𝗶𝗻𝗮, 𝗝𝗮𝗽𝗮𝗻 & 𝗜𝗻𝗱𝗶𝗮
Why are we lacking behind?
Is it the SKILL-gap or INTENT-gap?
Is it the gap in GOVT. Support or Private sector R&D?

Subscribe | Book a Consult | Join our Free WA ⬇️
Click: https://t.co/8PU6myLZSk

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

|How is Maha Kumbh earning UP 20% of GSDP in 45 days|
-Attendees: 45Cr | Per-Head Spend:₹10K
-State (UP) Earning:₹4.5LCr = 20% of GSDP
-Govt. REVENUE=Tax Collected=10%=₹45,000Cr
-Govt. COST=Expenditure=₹7500Cr
-Govt. PROFIT=Govt. Earning=₹37,500Cr

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

@Niva_Bupa has grown 14X in just 4years? @TrueNorthCo_In, a top India PE fund is selling its 20% stake at a valuation of Rs.13,500Cr today while it was bought at Rs.1,010Cr in 2019.🤯

Full Read: https://t.co/nN09Xj1qv6

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

@ManipalHealth acquired @AMRIHospitals & now @ApolloInter has bought a half-built hospital in the same area. Does it seem like a COINCIDENCE?

Read FULL: https://t.co/0ObbJCuJjY

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

Blue Jet #healthcare is an #Indian #pharmaceutical Contract Dev. & Manf Org💊ready to raise an IPO of Rs.2100cr at a #valuation of Rs.16780Cr while 76% of its business comes from #Europe.Is #IPO in Indian healthcare becoming a REGULAR norm?😎

Read full: https://t.co/I7e3f8iftA

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

Last month, I'd predicted Manipal Hospitals (post Temasek's $2B investment) would CONSOLIDATE more hospitals to become the biggest chain in #India. With its AMRI Hospitals' acquisition, was I somewhat right? 😎

Read Full: https://t.co/mMDu7GlA4q

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

IHH Healthcare (Malaysia) is now the 3rd largest hospitals chain in #India with 100% stake in Gleneagles Global Hospitals & a controlling 31.1% in Fortis Healthcare(after winning a bidding war against (Manipal Hospitals + TPG) in 2018).

IHH | 6K+ Beds | 40 hospitals

#HealthTech

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

Healthcare M&A #India - $5.25B ||
Healthcare Startup Funding <$2B,
Why so DISPARITY?🤯

It’s even MORE than that in -

▪ Retail: $5.13B
▫ Telecom : $4.27B

🔴 Then why is the #startup funding in healthcare space ⬇⬇ by 55% in FY22 & is still on a decreasing trend?

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

@MediAssistIndia is RE-ATTEMPTING its IPO of Rs.850Cr after its 1st try in FY21. The oldest Indian #TPA settling health #claims(PUM*-$2B),its in 1 of the hardest businesses -🔼Manpower with🔽Profitability!!

#Healthcare #HealthTech #India
#healthinsurance #IPO

[PIYUSH SANDUJA || IIT || ISB @PSanduja]

In $75m, who thinks of successfully landing on the moon?

IT HAPPENS ONLY IN INDIA!! 🇮🇳

@isro has reinstated, in every Indian, the emotion of being DEDICATED TO THE SERVICE OF NATION 🎖️

🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

So proud!!

@elonmusk must be in FOMO!!🤯