Gilead-Arcelix rationale

On "The Readout LOUD" this week: Adam Feuerstein, solo. His usual co-hosts Allison DeAngelis and Elaine Chen took some time off, so Adam manned the podcast mic himself.

Adam thought, quite understandably, that our cherished listeners wouldn’t want to hear him drone on for 30 minutes, so he thankfully found some help. Jared Holz, health care sector specialist at Mizuho Securities, agreed to be Adam’s podcasting wingman for this week’s show.
They ran through a menu of takes on biotech stock performance, M&A, Food and Drug Administration turmoil, election intrigue, and artificial intelligence.