Has Biotech Met Its Moment?

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 21 July 2025

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

A surge in private market investment has Fools wondering: is it time to bet bigger on biotech? Tim Beyers and Karl Thiel discuss: - The rise in biotech funding from VCs and wealthy individuals. - The key attributes of an investable biotech. - Which is the better biotech: Viking Therapeutics or Eli Lilly? Companies discussed: VKTX, LLY, MRK Host: Tim Beyers and Karl Thiel Producer: Anand Chokkavelu Engineer: Dan Boyd, Natasha Hall 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.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 it time to buy biotech? You're listening to Motley Fool Money.
0:20.5	Fools, welcome to Motley Fool Money for Monday, July 21st, 2025.
0:26.1	I'm your host, Tim Byers, with me, Carl Thiel from the Rule Breakers team.
0:30.2	Welcome to your Rule Breakers podcast.
0:31.9	Carl, how you feeling this morning, ready to talk biotech?
0:35.3	Caffinated, I hope?
0:36.1	Absolutely.
0:37.3	Plenty caffeinated. Plenty caffeinated? Caffeinated, I hope? Absolutely.
0:38.5	Plenty caffeinated.
0:39.6	Plenty caffeinated?
0:41.6	I can't ever be too caffeinated.
0:49.2	We want to bring this up because we have recent data from Larka that the total VC funding in biotech increased year over year for the first time since 2021.
0:53.4	This is last year, reaching 21.4 billion versus
0:58.1	16.1 billion in 2023. That was a significant increase. Now, that surpassed pre-pandemic levels.
1:06.3	Furthermore, 2024 recorded the strongest quarter since early 2022. This has seemed to continue, Carl.
1:13.5	Like, 2024, we ended really strong. But then just recently, the Narcan maker, which is a,
1:20.4	kind of an anti-narcotic. I don't really know how to describe it here, but a company named Anthea
1:26.4	raised 56 million in Series C Capital.
1:30.4	And we also have some data that family offices are committing in bigger amounts to biotech and early stage biotech.
1:40.0	So here's my question for you, Carl, before we get into the opportunity in biotech, how are you
1:45.4	feeling about this? The private market seems to like biotech more than it has in a while.
1:51.7	Is that something we can look forward to as public market biotech investors?
	...

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