The podcast examines whether the biotech industry is being unfairly overlooked, focusing on FDA approval processes and upcoming earnings reports. Karl Thiel raises concerns about potential political influence affecting drug reviews, leading to inconsistent regulatory approaches, particularly in gene and cell therapies. This uncertainty may increase the risk associated with biotech investments, requiring longer timelines and more scrutiny. The discussion then shifts to earnings predictions for Eli Lilly and Novo Nordisk, with both Tom King and Karl Thiel anticipating a strong performance from Eli Lilly due to its weight loss drugs. However, Novo Nordisk faces potential challenges, including a recent CEO change and possible dividend implications, making its earnings outlook less certain. Finally, Twist Bioscience reported positive results, showing consistent revenue growth and reduced cash burn.
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