Miriam Gottfried

speaker

638 appearances 7 recordings 1 series first heard Jul 2026 last heard 2d ago

Miriam Gottfried’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 7 in all, peaking in Aug 2026 with 4.

Appearances

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WSJ's Take On the Week · A Breakthrough Cancer Vaccine Fueled a Biotech Rally. Can It Last? · 13 Sep 2026 podcast

In fact, as of this recording, XBI, which is the big biotech ETF, is up about 70%.

over the past year versus about 20% for the S&P 500.

So that's a really significant outperformance.

That's

I think so.

And I and I wanted to dig into that more.

And, you know, we thought, oh, we could bring in some Wall Street analysts.

And then we thought, you know what?

We have an in-house expert right here at The Wall Street Journal.

And that is heard on the street columnist David Wehner, who writes incredible commentary about investing in health care, including biotech and pharma.

And he is joining us here today.

Welcome, David.

on.

And stocks actually fell as a reaction to them?

Stocks fell,

That's Trump always chickens out for those who have not been following.

is.

So he went through each of the pharma CEOs and signed a pact with them?

Which really ties into what Dan Rasmussen was talking about.

AI and biotech were sort of like the speculative fuel behind the small cap rally as well, because people were looking for alternatives to the big hyperscalers in the market.

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