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

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 2 February 2026

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	Is biotech getting unfairly ignored?
0:07.4	You're listening to Motley Fool Money.
0:24.8	Welcome, Fools. I'm your host, Tim Byers. And with me are two of my longtime Rule Breakers teammates, Carl Teal and Tom King. Thanks for being here, guys. Yeah, it's great to be here.
0:29.6	Good to be here. We're going to preview some biotech earnings. We're also going to check in
0:34.5	on one that reported this morning. And we're going to paint a picture of an
0:38.0	industry that probably deserves a little bit more love, a little bit more attention. So get
0:44.0	your coffee ready because it's biotech time. Let's talk about biotech approvals, Carl, and what's
0:51.3	going on at the FDA, because it does seem as though things are a little bit,
0:57.1	let's call it turbulent.
0:59.4	Let me just paint a little quick background here, which is that 2025 was an absolutely
1:04.4	tremendous year for the industry.
1:06.7	I don't know if many people realize this, but biotech as a whole, the XBI, for instance, outperformed
1:12.7	Nvidia in 2025. It was a very strong year after a very, very long, bleak period. And so I do
1:19.8	think there's actually a lot of enthusiasm continuing into 2026. But I don't know what it is
1:25.7	about me, Tim. I got to throw cold water on stuff.
1:28.2	I just want to sound, you know, there's a few alarm bells or a few flags out there that I think are interesting and that people need to be aware of.
1:37.5	And one of them is the sort of continuing chaos, I guess, that we're seeing at FDA for one of a better word.
1:46.4	Well, and it does seem as though there was a warning from one of a former senior executive
1:53.3	here. I think this man's name is Richard Pazdur, who is the former longtime head of the
1:59.3	oncology division.
2:04.1	I've often heard you talk about the JP Morgan Conference, Carl,
2:06.5	and how important it is to the biotech industry.
	...

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