Miriam Gottfried

speaker

638 appearances 7 recordings 1 series first heard Jul 2026 last heard 3d ago

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

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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

you're not doing it.

So people aren't really that hot on these big mergers anymore.

I guess that's kind of the risk of that strategy.

It's more of a venture capital type approach, right?

You're buying these small companies that are a bit unproven in the hopes that one of them is going to, you know, take you to the next level.

Welcome back.

David, I want to talk about AI.

Is AI actually going to help with some of the development of these drugs?

Because all I ever hear from investors is,

that healthcare and pharma are gonna be some of the biggest beneficiaries of AI.

But as far as I can tell, you know, these Moderna and Revolution Medicines breakthroughs didn't really have a lot to do with AI.

the new web

Yeah, will it be able to identify the cure for cancer that we can't find?

And

and

So we're really still crawling back from then.

Of course, that doesn't

It doesn't mean that it was ever actually worth that much.

Right, exactly,

Yeah, so I wanted to ask about that because it seems like the, you know, the mega cash cow in the room, the GLP-1s, is what's really driving a lot of the M&A.

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