Mentioned On
Episode Mentions
WSJ's Take On the Week · Jul 12, 2026
Are Corporate Earnings in a Bubble? This Quarter Is a Test
“Biopharmaceutical company taking accounting adjustments related to M&A that are impacting healthcare sector earnings trends”
Corporate Earnings Bubble TheoryAI Infrastructure Investment ROISemiconductor Supply Chain Dynamics
View AnalysisThe a16z Show · Feb 16, 2026
Novartis CEO Vasant Narasimhan on Transforming a 250-Year-Old Company
“Competitor mentioned in cell therapy space for B-cell cancer treatments”
Corporate transformation and spin-offsCell and gene therapy platformsRNA therapeutics and siRNA technology
View Analysis