David Reisinger

David Reisinger, a biopharma analyst and Senior Managing Director at Lyric Partners, discusses the current rally in the biotech sector, driven by M&A activity and valuation improvements. He highlights Bristol Myers as a misunderstood stock and the potential for large transactions in various therapeutic areas. In a surprising twist, AI's impact on real estate is explored, with Barry Sternlicht warning about job displacement while emphasizing efficiency gains. The conversation navigates the ripple effects of AI on the industry and its strategic implications.