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healthcare industry

2 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 22, 2024 by Ben Gilbert · across every show →

Everything said about healthcare industry, oldest first

Jan 22, 2024 neutral
Assertion Supported
Pharmaceuticals account for only 13% of total healthcare revenue
“Pharma as a whole of the medical pie only occupies about 13% of revenue.”
Ben Gilbert Jan 22, 2024 ▶ 3:26:51 Novo Nordisk (Ozempic) · Acquired
Jan 22, 2024 neutral
Assertion Partly supported
Hospitals and doctor offices make up 54% of healthcare revenue
“Hospitals, if you back out the drugs they prescribe, hospitals are 28% of the revenue in all of healthcare, which is large, but hospitals provide a crap ton of value. Professional services like doctor's offices are 26%.”
Ben Gilbert Jan 22, 2024 ▶ 3:28:12 Novo Nordisk (Ozempic) · Acquired
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