
Bernstein has initiated coverage on six pharma stocks, as the international brokerage holds a positive view on the Indian healthcare sector due to multiple tailwinds. Bernstein said that the healthcare sector will ride three major waves in the coming years. The first would be the artificial intelligence-led humanity theme 'live longer, look fitter, invest in healthcare' that is driving the innovation play. Secondly, Bernstein believes that incremental innovation in six niches including metabolic peptides, NDAs and more, builds “Rainmakers” for Indian biopharma. Finally, quality culture and agentic Al gains are the strongest catalysts of innovation ecosystem build out, according to Bernstein. It highlighted that valuations in the healthcare sector are attractive, while policy uncertainties are winding down Healthcare Beats