By Motley Fool Staff
Publication Date: 2026-02-11 14:51:00
Big pharma and biotech take the earnings stage with reports from Eli Lilly and Novo Nordisk leading the lineup. Will they help the industry once again outperform AI champ Nvidia?
In this podcast, Motley Fool analysts Karl Thiel, Tom King, and Tim Beyers discuss:
- Slow rolling chaos at the FDA and its effects on drug approvals.
- How to think about risk when investing in biotech.
- A review of results from DNA researcher Twist Bioscience.
Don’t wait! Be sure to get to your favorite bookseller 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.
To catch full episodes of all The Motley Fool’s free podcasts, check out our podcast center. When you’re ready to invest, check out this top 10 list of stocks to buy.
A full transcript is below.
This podcast was recorded on Feb. 02, 2026.
Tim Beyers: Is Biotech getting unfairly ignored? You’re listening. Motley Fool money. Welcome fools. I’m your host, Tim Beyers, and with me are two of my longtime Rule Breakers teammates, Karl Thiel and Tom King. Thanks for being here, guys.
Karl Thiel: Yeah, it’s great to be here.
Tom King: Good to be here.
Tim Beyers: We’re going to preview some biotech earnings. We’re also going to check in on one that reported this morning, and we’re going to paint a picture of an industry that probably deserves a little bit more love, a little bit more attention. Get your coffee ready because it’s biotech time. Let’s talk…