Biotech Beat NVIDIA in 2025. Can It Do It Again?

Biotech Beat NVIDIA in 2025. Can It Do It Again?

Big pharma and biotech take the earnings stage this week with reports from Eli Lilly (NYSE: LLNY) and Novo Nordisk (NYSE: NVO) leading the lineup. Will they help the industry once again outperform AI champ NVIDIA (NASDAQ: NVDA), as the industry did in 2025? Karl Thiel, Tom King, and Tim Beyers discuss: - Slow rolling chaos at FDA and its effects on drug approvals. - How to think about risk when investing in biotech. - Earnings predictions for Lilly and Novo as well as a review of results from DNA researcher Twist Bioscience (NASDAQ: TWST). Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone! Companies discussed: RGNX, LLY, NVO, TWST Host: Tim Beyers Guests: Karl Thiel, Tom King Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(2119)

“Good Discipline” From IPOs and Investors

“Good Discipline” From IPOs and Investors

There’s plenty to learn from the Instacart and Klaviyo IPOs, even if you’re staying away from the stocks themselves.  (00:21) Tim Beyers and Dylan Lewis discuss: - The market’s reaction to Instacart...

20 Sep 202330min

Three Strikes

Three Strikes

The United Auto Workers are taking on the entire Big Three at once for the first time ever. (00:21) Ricky Mulvey and Asit Sharma discuss:  - How investors can measure an automaker’s profits.  - A long...

19 Sep 202329min

The Battle For Breakfast

The Battle For Breakfast

Kellogg’s is spinning off its core cereal business to focus on the fast-growing snacks market. (00:11) Jason Moser and Deidre Woollard discuss: - Why Kellogg’s is splitting up its business. - If snac...

18 Sep 202329min

Number Go Up

Number Go Up

“I’d pull back the curtain and there was nothing there.” The hype of crypto was real. Many of the use cases are still to be determined. Deidre Woollard caught up with Zeke Faux, an investigative rep...

17 Sep 202328min

Back-to-School Stocks

Back-to-School Stocks

Kids are expensive. Consumers are estimated to spend more than $100 billion on back-to-school shopping this year, according to the National Retail Federation. Deidre Woollard, Mary Long, and Ricky Mu...

16 Sep 202319min

A 1700s Cobbler Is Going Public

A 1700s Cobbler Is Going Public

We break down two IPOs on today’s show, one for your phone and one for your toes.  (00:38) Jason Moser and Bill Mann discuss: - How oil at $90 is and isn’t an inflationary pressure. - What to make of ...

15 Sep 202341min

Deadline In Detroit

Deadline In Detroit

It’s the week of the big auto show in Detroit but industry watchers are more focused on a potential strike than the vehicles. (00:26) Bill Barker and Deidre Woollard discuss: - The demands of the Unit...

14 Sep 202327min

Apple's Compounding iPhone Iteration

Apple's Compounding iPhone Iteration

Apple’s iPhone development might seem iterative by year, but over time it compounds into huge improvements and reasons to upgrade.  (00:21) Tim Beyers and Dylan Lewis discuss: - Apple’s fall update an...

13 Sep 202331min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
rss-borsens-finest
rss-svart-marknad
avanzapodden
svd-tech-brief
fill-or-kill
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
dynastin
lastbilspodden
borsmorgon
rss-kort-lang-analyspodden-fran-di
24fragor
rss-dagen-med-di
kapitalet-en-podd-om-ekonomi
montrosepodden