Biotech Sector Faces FDA Turmoil
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 11 2026
0mins
Should l Buy NVDA?
Source: Fool
- FDA Chaos Impacts Approvals: The biotech sector had a strong performance in 2025, with the XBI index outperforming NVIDIA, yet ongoing chaos at the FDA may lead to longer drug approval cycles, increasing investment risks and affecting industry confidence.
- Executive Warns of Industry Risks: Former FDA oncology head Richard Pasdur warned at the JP Morgan conference that the breach between political appointees and drug reviewers could lead to inconsistent approval standards, creating uncertainty for biotech companies.
- Gene Therapy Approval Delays: Regenxbio's expected approval for a Hunter syndrome drug on February 8 is now unlikely due to a tumor found in a patient during clinical trials, indicating stricter FDA oversight on gene therapies and prompting investor caution.
- Twist Bioscience Shows Recovery: Twist Bioscience reported $104 million in revenue for Q1, despite remaining unprofitable, but reduced cash burn indicates a sustainable growth trend, attracting investor interest amid the biotech downturn.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 184.970
Low
200.00
Averages
264.97
High
352.00
Current: 184.970
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Increased Capital Expenditures: Major tech companies plan to further increase capital expenditures in 2026, primarily for AI infrastructure, which will directly boost Nvidia's GPU sales and solidify its market dominance.
- Surge in Product Demand: CEO Jensen Huang noted that demand for the Blackwell platform data center products is “off the charts,” indicating rapid growth in market demand for Nvidia's AI computing products.
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- Amazon's Market Advantage: As the world's largest e-commerce and cloud infrastructure company, Amazon leverages AWS profits to expand its retail business, with analysts projecting revenue and EPS growth at CAGRs of 12% and 18% from 2025 to 2028, indicating robust future growth.
- Investment Recommendation: Analysts view both Alphabet and Amazon as evergreen stocks worth investing in, and Robinhood investors' choices reflect confidence in these stocks, especially amid current market volatility, showcasing their long-term investment value.
See More
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