pharma sector

1 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 pharma sector, oldest first

Jan 22, 2024 neutral
Assertion Supported
The pharmaceutical industry ROIC is 13%, comparable to trucking and electronics
“When you actually look at their return on invested capital numbers, the ROIC, they are not through the roof. They're like 13% industry-wide, but hold for Novo for a second. It's totally in line with other industries, like trucking, broadcasting, electronics, w…”
Ben Gilbert Jan 22, 2024 ▶ 3:24:40 Novo Nordisk (Ozempic) · Acquired
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