hospital chains

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 17, 2026 by G. V. Prasad · across every show →

Everything said about hospital chains, oldest first

Jun 17, 2026 neutral
Insight
Prasad: Hospital bed revenue is driven almost entirely by star doctors
“If you take any chain, the hospital which delivers the maximum revenue per bed will be the one where the stars are.”
G. V. Prasad Jun 17, 2026 ▶ 57:52 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
Jun 17, 2026 bearish
Insight
Prasad: Scaling hospital chains is difficult because it is fundamentally real estate
“I think it's a very difficult game to scale because it's a real estate play at the end of the day.”
G. V. Prasad Jun 17, 2026 ▶ 56:31 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
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