About this episode

The episode explores the recession-proof healthcare and pharmaceutical industry in India, analyzing various segments and companies within the sector.

Send us Fan Mail In this episode, we break down the entire healthcare and pharmaceutical industry — one of the most recession-proof sectors in the market. We explore how the healthcare value chain works, from hospitals and domestic pharma to CDMO, diagnostics, API companies, and emerging segments like GLP-1 drugs and medical devices. Along the way, we decode the unit economics of each segment, understand where the real money is made, and analyze 40+ companies across the healthcare space to id...

Topics covered

• healthcare industry
• pharmaceutical sector
• recession-proof sectors
• healthcare value chain
• unit economics
• company analysis

Keywords

• healthcare
• pharmaceutical
• recession-proof
• unit economics
• CDMO
• API
• GLP-1
• medical devices

Mentioned in this episode

Organizations: India, healthcare, pharmaceutical, CDMO, API, GLP-1, medical devices

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