Sector Deep Dives · 13 pieces · Latest: Sep 15, 2026
Healthcare & Pharma
▲ 3 Bullish ▼ 1 Bearish · 9 No tone
Research, newest first
Substack · Asian Century Stocks · Michael Fritzell
GLP-1 winners and losers
Stocks impacted by increased GLP-1 usage in Asia
Substack · Investor's Newsletter · The Loggical Investor, Ameya Deosthali
How Solara Active Pharma Walked Into a 700 Crore Trap ? — and the Road to Solara 2.0
A deep dive into the Ibuprofen fiasco, the capital allocation mistakes that followed, and the execution framework investors should use to judge Solara's turnaround.
Substack · Healthcare Stock Ideas
10 Healthcare Multibagger Ideas
The best companies I've covered to date...
Substack · Insights with SOIC · SOIC Finance
Is This The Pharma Supercycle?
But what’s shifting here? Let’s break this down with Q4FY26 results
YouTube · Yet Another Value Podcast
Investing in Biotech with Verdad Capital
Institutional · T. Rowe Price
Health care’s next chapter: Opportunities in an era of transformation
The outlook for health care is improving, fueled by innovation across biotech, life science tools and diagnostics, and managed care and distributors.
Institutional · T. Rowe Price
Health care’s next chapter: Opportunities in an era of transformation
The outlook for health care is improving, fueled by innovation across biotech, life science tools and diagnostics, and managed care and distributors.
Institutional · T. Rowe Price
Health care’s next chapter: Opportunities in an era of transformation
The outlook for health care is improving, fueled by innovation across several key subsectors.
Substack · The Abominable sNOw Man's Substack · The Abominable sNOw Man
Ironwood Pharma - Cheap (4x PE) & for Sale ?
A Note to Clarify Some Reader Questions ? (Convertible Debt, Call Options & Goldman Sachs)
Institutional · T. Rowe Price
Drugging the undruggable: How biotech innovation is creating opportunities for investors
A deeper understanding of biology is enabling new medicines that can create better patient outcomes and opportunities for small- and mid-cap investors.
Institutional · T. Rowe Price
Drugging the undruggable: How biotech innovation is creating opportunities for investors
A golden age of drug discovery creates opportunities in small- and mid-cap biotech stocks.
YouTube · Markets DeepDive
UnitedHealth (UNH) Stock Analysis | The Best Healthcare Stock for 2025?
YouTube · Harikesh Divedi
Fortis Healthcare Stock Analysis 2025 | Complete Investor Deep Dive | From Crisis to Compounder
Institutional · T. Rowe Price
Policy risk in U.S. health care: Impacts less than feared despite the noise
With any new administration comes policy risk. For the U.S. health care sector, this risk tends to be magnified.
Substack · CashCows India · Mihir
Dishman Carbogen Amcis Limited - India's most underappreciated CDMO ?
Established in 1983, Dishman Carbogen Amcis Limited is a fully integrated CRAMS (Contract Research & Manufacturing) company with strong capabilities right from process research & development to late stage clinical and…
Institutional · Global X ETFs Research
Why HealthTech? Why HEAL?
The Global X HealthTech ETF (HEAL) seeks to provide exposure to companies driving healthcare's technological revolution.