Personal observations, field notes and synthesis drawn from the Radar, conversations and experience. Original analysis on healthcare, capital, regulation and African markets.
Unmet need is not charity; the quiet build-out of access pathways across Africa describes a commercial opportunity wearing a moral disguise.
Default makes headlines; mispricing makes returns. Which African issuers were punished for their neighbours' problems rather than their own?
South Africa's named-patient route looks like a loophole; read closely it is a working blueprint for how unregistered medicines reach patients.
Field notes from inside Veltrion Laboratories on why regulated, unglamorous, infrastructure-heavy businesses are the most defensible bets in African healthcare.
Registration backlogs are usually counted in months. The more useful number is what those months actually cost a sponsor, and who pays it.
The single most expensive assumption foreign operators make about the continent, and what changes once you stop making it.