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Sam Fazeli

πŸ‘€ Speaker
906 total appearances

Appearances Over Time

Podcast Appearances

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

And the next day or two days later, they proactively give them.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Now, that's something that hasn't happened before.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Let's see what the value of this is.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Are we going to get the product approved in two or three months?

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Much faster or not?

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

We'll see.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

And I'm constantly buffeted by the positive and negative and up and down.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

How do you feel?

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

And where do you think, how do you think 2026 will settle down?

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

And whatever you're comfortable telling me.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Well, I'm with you.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

And I think the way that the price action has worked recently in companies that have positive data

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

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.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

And chair prices would hardly move or make any difference.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

And sometimes they went down, because people used the opportunity to use the volume to get out.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Now, I think you look back in the next, since April, but really since August.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

We've seen fantastic moves in share prices, which are reflecting the new enthusiasm or a renewed enthusiasm for the sector.

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

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?

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

Where is the area I need to think about?

Vanguards of Healthcare by Bloomberg Intelligence
Sofinnova Partners Stays Optimistic on Biotech's Future

It's always health care.