Episode Details

Burnham's debut, bond market jitters and the future of AI in BioPharma Markets were relatively quiet yesterday, but developments in the UK drew investor attention. Prime Minister Andy Burnham's policy announcements sparked concerns over the fiscal outlook, sending gilt yields higher, while John Healey's appointment as Chancellor raised fresh questions about economic policy. Meanwhile, semiconductor stocks rebounded, and oil prices swung sharply. Damien Ng from our Next Generation Research team joins us to discuss why AI's impact on BioPharma is likely to unfold over the coming years, rather than quarters.

• (00:00) - Introduction: Helen Freer, Product & Investment Content
• (00:34) - Markets wrap-up: Roman Canziani, Product & Investment Content
• (07:08) - Genomics: Damien Ng, Next Generation Research
• (13:21) - Closing remarks: Helen Freer, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.