Vijaya Diagnostics

Thanks … it looks like all hospitals wont be able to penetrate Diagnostics. Diagnostics player who are working on radiation based therapy have to invest lots of capex and in some smaller locations it is difficult to achieve break even. This centralized model envisaged and touted by Thyrocare and Dr Lal Path Labs can only work for certain tests. It is also becoming clear that the digital app based players and fit bit type start ups will struggle to get traction in diagnostics. If company price tests responsibly with out any predatory pricing … expect Vijaya Diagnostics to do well . SRL and Apollo are hospital based diagnostics players which need watching out.

Any other contrarian vews would be welcome

Malolan R