
Rajesh Kumar
Indian actor
2
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Jun 2, 2026
The Macro Brief – Future healthcare in focus
1:12
1:19
1:27
1:37
2:00
3:57

Peter StegallHOST
So Rajesh, why is there so much investor focus on healthcare today? If we look at what we're going through

Rajesh KumarGUEST
right now, we have got some phenomenal cancer drugs which are all coming close to their patent cliff.

Rajesh KumarGUEST
So a lot of investors are trying to work out which next generation cancer drugs are going to replace them, right, or improve on them.

Rajesh KumarGUEST
So healthcare investors want to know whether it's antibody drug conjugates or some new types of antibodies which are called bispecific antibodies being developed by many companies which will improve upon these immuno-oncology drugs.

Rajesh KumarGUEST
We have drugs which work beautifully and give phenomenal weight loss to a large proportion of people with BMI over 30 in many cases, over 27.

Peter StegallHOST
Remind us, how did the latest generation of obesity treatments emerge and what was the market reaction? It has been a
Future healthcare in focus
1:17
1:27
1:37
2:00

Rajesh KumarGUEST
If we look at what we're going through right now, we have got some phenomenal cancer drugs which are all coming close to their patent cliff.

Rajesh KumarGUEST
So a lot of investors are trying to work out which next-generation cancer drugs are going to replace them, right? Or improve on them.

Rajesh KumarGUEST
So healthcare investors want to know whether it's antibody drug conjugates or, or, you know, some new types of antibodies, which are called bispecific antibodies, being developed by many companies which will improve upon these immuno-oncology drugs.

Rajesh KumarGUEST
Uh, we have drugs which work beautifully and, you know, give phenomenal weight loss to a large proportion of people with BMI over thirty or in many cases over twenty-seven.
6 MINS LATER
P
8:19Peter StugellHOST
What's happening there? How is the role of Asia changing in the, uh, healthcare research and development pipeline?