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G. V. Prasad

10 statements across 1 episodes · 2 bullish · 4 bearish · 1 people on the record · first statement Jun 17, 2026 by G. V. Prasad · across every show →

On the record as a speaker too: G. V. Prasad's record, appearances and statements → this page counts the times other people say the name.

Everything said about G. V. Prasad, oldest first

Jun 17, 2026 negative
Assertion Supported
Prasad: China is significantly ahead of India in developing biologic drugs
“Indian abilities and scientific and manufacturing abilities and biologics are lagging. China is way ahead of us in biologic drugs. I wouldn't say that in chemistry, but I'll say that in biologics.”
G. V. Prasad Jun 17, 2026 ▶ 2:10:39 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
Jun 17, 2026 bearish
Opinion
Prasad: Elective commercial stem cell therapies lack clinical evidence and FDA approval
“They are not FDA approved... They're all, you know, lack of evidence. They just, you know, Do something largely originating in Korea, China... It's business.”
G. V. Prasad Jun 17, 2026 ▶ 1:57:39 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
Jun 17, 2026 neutral
Insight
Prasad: Hospital bed revenue is driven almost entirely by star doctors
“If you take any chain, the hospital which delivers the maximum revenue per bed will be the one where the stars are.”
G. V. Prasad Jun 17, 2026 ▶ 57:52 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
Jun 17, 2026 bearish
Insight
Prasad: Scaling hospital chains is difficult because it is fundamentally real estate
“I think it's a very difficult game to scale because it's a real estate play at the end of the day.”
G. V. Prasad Jun 17, 2026 ▶ 56:31 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
Jun 17, 2026 negative
Insight
Prasad: Consumers must rely on brand quality because supplements are poorly regulated
“See, supplements are not well regulated. Right. So you're better off taking from a good brand who has good internal quality systems than rely on a regulatory system to do this.”
G. V. Prasad Jun 17, 2026 ▶ 31:27 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
Jun 17, 2026
Assertion Supported
Prasad: Global drug development pipeline is shifting from small molecules to biologics
“Pipeline used to be largely small molecules. It's now shifting to large molecules in biologics and peptides, and also another class of compounds called oligonucleotides.”
G. V. Prasad Jun 17, 2026 ▶ 2:09:27 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
Jun 17, 2026 bullish
Assertion Partly supported
Prasad: Novel biologics require lower capital intensity to develop than small molecules
“You can also generate novel biologics at a relatively lower intensity of cost than small molecules. It's easier to develop.”
G. V. Prasad Jun 17, 2026 ▶ 2:12:17 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
Jun 17, 2026 neutral
Assertion Not checkable as stated
Prasad: US entrepreneur sold $1B in compounded GLP-1 drugs at 90% margins
“I know a guy who was sold more than a billion dollars worth of product at 80, 90% gross margin.”
G. V. Prasad Jun 17, 2026 ▶ 2:23:32 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
Jun 17, 2026
Insight
Prasad: Generic pharma makers conduct R&D before innovator patents expire
“Even before it runs out, you can do the R&D work. Keep it ready for the day the patent expires and then sell it.”
G. V. Prasad Jun 17, 2026 ▶ 24:38 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
Jun 17, 2026 positive
Assertion Partly supported
Prasad: Global drug impurity limits are identical, but enforcement varies drastically
“The standards are the same everywhere. How their enforced are different. I think the standard of Indian regulators limits on impurities, impurities are perfectly fine.”
G. V. Prasad Jun 17, 2026 ▶ 30:21 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
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