Motley Fool Money Biotech Beat NVIDIA in 2025. Can It Do It Again?
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Feb 2, 2026 Tom King, Rule Breakers analyst who tracks earnings and market trends, and Karl Thiel, biotech-focused analyst who follows drug approvals and FDA shifts. They dig into biotech’s 2025 outperformance versus AI, turmoil and political pressure at the FDA, investment risk and longer timelines for gene and cell therapies, and previews for Lilly, Novo Nordisk, and Twist Bioscience results.
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Biotech Outperformed AI In 2025
- Biotech outperformed Nvidia in 2025, signaling renewed investor enthusiasm in the sector.
- Karl Thiel warns of 'continuing chaos' at FDA that could complicate future approvals.
Former FDA Executive Flags Political Interference
- Richard Pazdor warned that the firewall between political appointees and drug reviewers 'has been breached.'
- Thiel says that breach may explain contradictory and chaotic regulatory behavior at FDA.
FDA Signals Faster Approvals — But Reality Differs
- Commissioner Robert Califf's successor aims to speed approvals with fewer preclinical demands and 'plausible mechanism' pathways.
- Yet Thiel notes the agency's real-world behavior sometimes contradicts those pro-speed signals.