Third Wave , Delta Variant and the future

The apprehension , fear and uncertainty of the “Third wave”, the pathogenicity of the Delta variant and other mutants of SARsCov2 is putting business in a quandary. Decisions are held up and investments are going un utilized due to potential liabilities. Hesitancy in startups, entrepreneurs, ventures and capitalists is almost like a vicious cycle !

Over last week I had series of meetings some casual and many formal, to know the opinions of key influencers. Here are some of the takeaways from the dialogue with influencer VCs, entrepreneurs, Startups and key C level executives:

1) It is critical to be equanimous in setting targets and projections based on the skewed trends set by data, over last two years (Covid skewed data), this is especially true with #Digital Health and #Healthcare data

2) Being over optimistic or over pessimistic based on piece of data or data points, is the current trend. C suite executives and VCs should avoid such traps of “Market Reports” (sometimes created by interns in final year of business school )

3) Smart entrepreneurs should be ready to shelf all previous business plans and prepare themselves for a start on clean slate with “reasonable” targets over next 8–10 quarters

4) Covid has created some big challenges that may give way to bigger opportunities to smart investors and adaptable savvy entrepreneurs.

5) The third wave is the most critical phase of this pandemic. December 2021- Jan 2022 , could provide vital data that would determine the course of pandemic and the state of economy.

6) Healthcare trends point to bigger opportunities but not for all across the health continuum. Expect some bubbles to be created and bursting sooner than later ! ( #DigitalHealth)