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Rajesh Kumar

Rajesh Kumar

Indian actor

Jun 2, 2026

1:12
So Rajesh, why is there so much investor focus on healthcare today? If we look at what we're going through
1:19
right now, we have got some phenomenal cancer drugs which are all coming close to their patent cliff.
1:27
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.
1:37
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.
1:55
The other area of focus, obviously, is on the weight loss medications.
2:00
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.
2:13
And what we're trying to work out is how we can improve on them.
3:57
Remind us, how did the latest generation of obesity treatments emerge and what was the market reaction? It has been a
1:12
So Rajesh, why is there so much investor focus on healthcare today?
1:17
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.
1:27
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.
1:37
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.
1:55
The other area of focus obviously is on the weight loss medications.
2:00
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.
2:13
And what we're trying to work out is how we can improve on them.

6 MINS LATER

8:19
What's happening there? How is the role of Asia changing in the, uh, healthcare research and development pipeline?

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