jessica reif cohen on the heels of the first immediate caw conference last week in los angeles. we trade media here, tim. >> jessica pointed out, it sounds like content has a major premium attached to it and if you think who has control of it, you can't forget about disney which is underperformed and yet -- this is what they have. i think comcast is certainly a first class company. i look at the valuation. 9.5 and 9 times ebidta relative to anything else, cbs is the relative play. if i was relative value, that is what i would do. >> after the break, the ceo of sarepta joins us for a first on cnbc interview with the stock ending higher by more than 70%. what is next for this company? interim ceo ed kaye joins us next. you're watching cnbc, first in business worldwide. what's going on here? i'm val, the orange money retirement squirrel from voya. we're putting away acorns. you know, to show the importance of saving for the future. so you're sort of like a spokes person? more of a spokes metaphor. get organized at voya.com. this car is traveling over 200 miles per hour. to win, eve