Intro

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

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