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).
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Companies discussed: RGNX, LLY, NVO, TWST
Host: Tim Beyers
Guests: Karl Thiel, Tom King
Producer: Anand Chokkavelu
Engineer: Dan Boyd
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