Evidence receipt / prediction
Published · transcript-backedBen Gilbert: prediction
22 Jan 2024 Acquired Novo Nordisk (Ozempic)
“I think in the world of healthcare, there is a ton of power for basically any company that we would study, because the returns over and over and over again keep going to these incumbents that keep getting bigger.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- prediction
- Recorded
- 22 Jan 2024
- Publisher
- Acquired
- Episode
- Novo Nordisk (Ozempic)
Transcript context
…Yup. I think in the world of healthcare, there is a ton of power for basically any company that we would study, because the returns over and over and over again keep going to these incumbents that keep getting bigger. I know biotech investing and startups is a thing. There will be new disruptions on the horizon, CRISPR, gene and cell therapies, and things like that. But the last 30 years, at least of health care, has consisted of returns to scale, which would indicate lots of power. Yup, and it'll be interesting to explore health care broadly and specifically biotech more on the show. My arm's length understanding of the industry is that where startups primarily are doing drug discovery, and then they get acquired by the big companies for go-to market.…
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