Motley Fool Money Has Biotech Met Its Moment?
Jul 21, 2025
Karl Thiel, an expert in biotech investing from the Rule Breakers team, dives into the booming biotech landscape with host Tim Beyers. They discuss the surge in venture capital funding and the impact of family office investments. The conversation heats up with a comparison between Viking Therapeutics and Eli Lilly, especially regarding their weight loss drugs. Thiel also shares insights on navigating the patent cliff and evaluates Viking's acquisition potential, all while reflecting on the historical significance of companies like Cetus Corp in shaping the biotechnology industry.
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Biotech Funding Surge
- Biotech venture capital funding increased significantly in 2024, surpassing pre-pandemic levels.
- Family offices are now investing larger amounts and collaborating more in early-stage biotech ventures.
Family Offices In Biotech
- Family offices are stepping in as long-term investors in early-stage biotech to fill a funding gap left by traditional VCs.
- They can accommodate longer timelines and collaborate with general partners or other family offices.
Biotech Market Stabilizing
- Biotech market is stabilizing, moving sideways amid lingering risks like FDA regulation and political pricing pressures.
- Targeted picks near market can outperform broad biotech ETFs during this cautious phase.