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pharmaceuticals

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement May 18, 2023 by Elad Gil · across every show →

Everything said about pharmaceuticals, oldest first

May 18, 2023 neutral
Assertion Partly supported
Gil: Healthcare is 20% of GDP; pharmaceuticals are 20% of that
“If you look at healthcare, it's 20% of GDP. Pharmaceuticals are about 20% of that. And then drug development is a fraction of that, right? So really what you folks are focused on in terms of the types of models that you're building is at least, you know, 16% o…”
Elad Gil May 18, 2023 ▶ 19:30 No Priors Ep. 17 | With Karan Singhal
Jan 15, 2026 negative
Assertion Supported
Michael: 200 pharmaceuticals are on the US critical shortage list
“You know, there's 200 pharmaceuticals on the critical shortage list, because we're dependent on other Countries.”
Emil Michael Jan 15, 2026 ▶ 34:18 The Largest Untapped Market Inside U.S. Defense | Emil Michael
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