Episode 2: The Generics Trap

Episode 1 established the macro framework - six biological platform waves, the tech supercycle parallel, and where wealth concentrates in platform transitions. Episode 2 descends one level from the global arc to the Indian pharma story specifically. It answers the question that Episode 1 left hanging, if biology is the next platform, what is Indian pharma’s position on that platform and is it strong enough?This is the diagnostic episode. It earns the right to make prescriptions in Episodes 7 through 10 by doing the structural analysis first.For listeners’ reference here is the bio-health supercycle as i visualise it.“My Pharma Reviews - The Podcast” is now available for you to listen on all your favourite podcasting apps - Spotify, Apple, and Youtube This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit mypharmareviews.substack.com