In the What We Learned section…Russia’s overly weighted grey market impacts health sector; Sanctions impact Iran’s pharma sector, and more.
In China Carlyle takes a long view on chronic illness; India rattles old pharma’s pricing scheme.
In Poland the famed Lux Med Company is for sale and we wonder if it’s the end of Lux Med as we know it. We see Carlyle again, this time in Turkey.
In Africa, Africa Medical Investments (AMEI: London) is beginning to turn itself around, shedding losses but borrowing more.