Eli Lilly, every mention

Novo Nordisk (Ozempic) · Acquired Jan 22, 2024 · 19 mentions

• ▶ 28:54 Ben Gilbert Eli Lilly was further along in terms of the volume that they had developed.
• ▶ 29:04 David Rosenthal Eli Lilly had insulin on the American market available to patients at this point in time.
• ▶ 1:17:59 David Rosenthal So, when the Genentech and Eli Lilly announcement happened in 1980, I mean,
• ▶ 1:18:34 David Rosenthal This is well before Humulin, you know, the product that they create with Eli Lilly comes on the market.
• ▶ 1:20:22 David Rosenthal Hochst, I think that's how you say it, today is part of Sanofi, the large international pharma conglomerate, and they're the only other player left besides Novo and Eli Lilly.
• ▶ 2:34:46 David Rosenthal Which might be a good time to talk about Eli Lilly and other companies out there that are also bringing GLP-I drugs to market.
• ▶ 2:35:09 David Rosenthal Eli Lilly now has a GLP-I diabetes-approved treatment on the market under the diabetes brand Nam Monjaro.
• ▶ 2:36:04 David Rosenthal What this really shows though, between Eli Lilly and Novo and other companies that are almost certainly going to get into the GLP one business.
• ▶ 2:36:40 David Rosenthal Cagracemma is the big one that they're currently working on that they think will be as good, if not better, than what Eli Lilly has with terzibatide.
• ▶ 2:40:12 Ben Gilbert Well, before we go into analysis, there is a little bit of catching up to do on the insulin market, because we kind of left it as, hey, it's still 22% of revenue in Novo's business, and, you know, big three companies, uh, Sanofi and Eli…
• ▶ 2:43:05 David Rosenthal Because of all the insulin manufacturers, I mean, I guess Eli Lilly was first to market with GLP-Ins, but Novo really created the true GLP-I market, and were the ones to really benefit from these early years while the competitors are…
• ▶ 2:44:24 Ben Gilbert In 1999, I think it was, Eli Lilly sold seven hundred million dollars of insulin in America.
• ▶ 2:44:32 Ben Gilbert By 2017, just two of their products sold 2.6 billion dollars in America.
• ▶ 2:44:38 David Rosenthal Two of their insulin products.
• ▶ 3:33:25 Ben Gilbert Even if Lilly's Manjaro and ZepBound are like,
• ▶ 3:33:45 David Rosenthal So, like, there will be a number of competitors, including Eli Lilly, but there will be plenty of demand and profits for everyone.
• ▶ 3:35:08 Ben Gilbert Both Lilly and Novo Nordisk have that for the next decade.
• ▶ 3:35:18 Ben Gilbert Yeah, Eli Lilly has this one in the pipeline called Retatrutride that is a triple agonist that adds yet another hormone to the mix.
• ▶ 3:35:25 Ben Gilbert So I think, assuming that Novo stays sort of neck and neck with Eli Lilly as they both keep coming out with better and better versions, that this could be the next Humira, or potentially much bigger than Humira.