Tom King
Rule Breakers team analyst who discusses earnings expectations and company fundamentals, with commentary on biotech and market trends.
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Feb 2, 2026 • 24min
Biotech Beat NVIDIA in 2025. Can It Do It Again?
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.
