Sam Fazeli
π€ SpeakerAppearances Over Time
Podcast Appearances
And the next day or two days later, they proactively give them.
Now, that's something that hasn't happened before.
Let's see what the value of this is.
Are we going to get the product approved in two or three months?
Much faster or not?
We'll see.
And I'm constantly buffeted by the positive and negative and up and down.
How do you feel?
And where do you think, how do you think 2026 will settle down?
And whatever you're comfortable telling me.
Well, I'm with you.
And I think the way that the price action has worked recently in companies that have positive data
Because I think for about three years, or maybe slightly longer, we watched a world where great data would come out, back in this kind of idea that we're talking about, things that make a difference to patients, whether it's death or not, at least quality of life.
And chair prices would hardly move or make any difference.
And sometimes they went down, because people used the opportunity to use the volume to get out.
Now, I think you look back in the next, since April, but really since August.
We've seen fantastic moves in share prices, which are reflecting the new enthusiasm or a renewed enthusiasm for the sector.
Understanding that you can't, you know, Mag7 are great, tech is great, AI is great, but this little worry, this niggling in the back of people's minds, am I too heavy on AI?
Where is the area I need to think about?
It's always health care.