EPISODE · Mar 29, 2026 · 1H 19M
I Studied India's ENTIRE Recession-Proof Healthcare Sector
from The SOIC Podcast · host SOIC
Send us Fan MailIn 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 identify the fastest-growing businesses.If you want to understand healthcare as an investor — from basics to advanced insights — this episode gives you a complete framework.
What this episode covers
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...
NOW PLAYING
I Studied India's ENTIRE Recession-Proof Healthcare Sector
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m