Mr. Beat Up

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680 appearances 3 recordings 1 series first heard Jun 2026 last heard 8 Jul

Mr. Beat Up’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.

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Equity Mates Investing Podcast · Longevity: Can We Add Another 30 Years? | The Decade Ahead · 8 Jul 2026 podcast

It fails at clinical trials and...

we don't go to the moon, or like a diversified portfolio of bets, all at different stages of clinical trial, underpinned by numerous drugs that are on patent with meaningful revenue streams coming off it.

So a lot of these companies, unsurprisingly, are American, particularly the smaller players.

There's obviously more money in that space to invest in speculative biotechs and the like.

Some of the bigger players are more globally spread, really across Europe and America.

Pfizer did the old reverse takeover to get to Ireland for tax reasons, but we won't go too far into that.

What we haven't spoken about is that Indian companies dominate the generic market, and there's a number of Chinese companies that are also big.

But really, when we're talking about the future of biotechnology, we're talking about drugs that are going to sit on patent, be the cutting edge.

be quite expensive rather than the sort of generic mass market accessible medicine story, which has still been such a big driver of lifting global life expectancy.

We should say the Australian university sector punches above its weight.

Like some of the medical breakthroughs coming from the university sector are incredible.

Where Australia probably lets itself down is the commercialization of our research, comparative to what the US has.

So yeah, don't discount Australia, but you're right.

Some of our bigger players are more in devices and services rather than pharmaceuticals.

Now, we should say that these are broader than just biotech and pharmaceuticals.

They're global health.

So, looking at the BetaShares ETF, it does have UnitedHealth Group as its fourth largest holding, which is a health insurer.

But...

Obviously, because these global pharmaceutical giants are so big, many of them sit right at the top of the index.

We've got Eli Lilly, Johnson & Johnson, AbbVie, AstraZeneca, Roche, Merck, Novartis.

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