Biotech Is Back: How to Invest Without Getting Burned

This week on The Big Skinny, Lou Basenese dives into biotech’s comeback. After years of pain, the sector is showing clear signs of revival — from renewed IPO activity and M&A interest to improving stock price performance.

Lou is joined by Jonathan Faison, who breaks down how to invest in biotech without needing a PhD. He explains how retail investors can approach the sector systematically, focusing on data-driven winners instead of binary gambles.

Later in the show, Jon Erlichman joins Lou to add broader market context — from capital flows and sentiment shifts to how biotech fits into the evolving 2026 investment landscape.

Finally, Lou and Dodd wrap with rapid-fire takes on prediction markets, the SaaS shakeout, Fed missteps, and why market leadership is broadening in 2026.