Telis Demos

speaker

1,116 appearances 8 recordings 1 series first heard Jul 2026 last heard 4d ago

Telis Demos’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 — 8 in all, peaking in Aug 2026 with 4.

Appearances

newest first · ▶ plays the moment

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

It voice-verified

that had this joint breakthrough. voice-verified

Okay. voice-verified

that becomes voice-verified

like voice-verified

I was going to ask, like, is there a precedent for a company that starts off with like a small platform or, you know, comes out with one thing and then, you know, has a long sustained kind of growth like into a mega kind of company? voice-verified

we were talking about voice-verified

What do you think will happen here? voice-verified

Are we on the cusp of another big M&A wave where the giant pharma kind of platformer companies are going to snap up the revolutions of the world? voice-verified

I'm not asking for a call specifically on that, but do you think voice-verified

Because somebody's going to make a generic and sell it for a fraction of the price. voice-verified

Exactly. voice-verified

I want to dig into that, but we need to take a quick break when we come back more with David Wehner of Heard on the Street. voice-verified

trials. voice-verified

You said before that investors were looking for, you know, kind of not AI. voice-verified

to invest in, maybe to diversify their portfolios. voice-verified

Is the fact that AI is not going to, like, overnight sort of revolutionize drug development, is that maybe a feature rather than a bug for some investors? voice-verified

It's weird, though, to think of a sector like pharma or biotech as defensive, because like you said, you know, we're we're always pushing out, you know, the boundaries of what is possible and known and new treatments. voice-verified

And there is certainly a lot of risk that that's something that we thought was going to be promising isn't so. voice-verified

Should an investor really think of biotech as they kind of set it and forget it part of their portfolio? voice-verified

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