Shkreli criticizes Butterfly Network as a company with 'no substance' and advises against holding it.
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Humacyte & Netlist: Great Stocks or Great Stories?
Oct 26, 2026
Martin Shkreli critiques a guest's speculative biotech and tech portfolio, advising her to exit positions in Humacyte and Butterfly Network while suggesting a more disciplined, business-focused approach to investing. He expresses skepticism toward companies with low revenue or questionable business models, labeling several of the guest's picks as 'stinkers' or 'scams'.
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Shkreli expresses a positive view on Ultragenyx, citing its revenue and pipeline, and suggests it could double.
Shkreli identifies Zura Bio as a potential value play with significant upside potential.
Shkreli dismisses OraSure as a 'dog' and suggests the guest move on from the stock.
Mentioned by the guest as a core holding in her portfolio alongside Rocket Lab.
Mentioned by the guest as a core holding in her portfolio alongside Palantir.
Shkreli advises exiting Humacyte, citing negligible revenue and skepticism regarding the company's product demand and business viability.