Motley Fool Money 3 Broken Breakers Worth Buying
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Oct 13, 2025 Join Karl Thiel, a seasoned biotech analyst, and his fellow hosts as they dive into the world of struggling stocks that still show promise. They explore how federal restructuring could impact biotech approvals and analyze the potential hidden within three 'broken breakers.' Topics include Bristol Myers Squibb's looming patent risks, The Trade Desk's pullback as a buying opportunity, and insights into ARGX's market challenges. Plus, they play an engaging improv stock picking game, sparking lively discussions on growth and valuation.
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FDA User Fees Cushion Shutdown Impact
- FDA reviews are largely funded by user fees, which limits shutdown impact but blocks new submissions that require fee payments.
- Pending applications mostly proceed, but new NDAs/BLAs face delays until shutdown ends.
NIH Cuts Threaten Biotech's Research Pipeline
- NIH budget cuts hurt early-stage research that seeds future biotech breakthroughs like GLP-1 drugs.
- Restoring NIH funding in final budgets could mitigate long-term damage, but disruptions will ripple for years.
Dark Clouds We Can See Through
- Rule Breaker principle: buy innovators punished for temporary or unfair reasons when long-term potential remains.
- Such 'dark clouds we can see through' create contrarian buying opportunities.
