Generics

topic on 4 shows · 6 statements across 4 episodes

Cheeky Pint WTF is with Nikhil Kamath Invest Like the Best the a16z Podcast

6 statements about Generics, every show

WTF Insight
Prasad: Generics and drug innovation are fundamentally different business models
“Innovation and generics They are not a continuum. People like to say, we're moving up the value chain, we're going to innovation. It's a very different business.”
G. V. Prasad Jun 17, 2026 ▶ 2:26:52 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
Sankar: Reshoring generic drug manufacturing to the US will never be viable
“If you try to do that for generics, the business case will never work. It's too hard. It's too much of a subsidy.”
Sham Sankar Mar 10, 2026 ▶ 1:04:48 How AI Is Changing Warfare | Palantir CTO · Invest Like The Best
CHEEKY PINT Assertion Contradicted
Ricks: Drugs lose 97% of their pricing when patents expire
“Typically a generic event, you'll lose 97% of your pricing the day your patent expires.”
Dave Ricks Nov 11, 2025 ▶ 37:42 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
CHEEKY PINT Assertion Contradicted
Ricks: Virtually no generic pharmaceuticals are manufactured in the US
“There are no generics manufactured in the U.S. Really.”
Dave Ricks Nov 11, 2025 ▶ 1:19:01 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Ricks: Healthcare systems should pay a premium for generic drug resilience
“And we probably should pay a little bit more for generics. You sometimes read about injectable generics in particular that run short. That's a more complicated manufacturing process. So if you do it cheaply, you run into more problems. We probably should pay a…”
Dave Ricks Nov 11, 2025 ▶ 1:22:21 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
a16z Prediction Held up
Conde: FDA will set an all-time generic drug approval record in 2017
“We'll see more generics approved this year than in any year in history previously.”
Jorge Conde Jan 2, 2019 ▶ 21:23 a16z Podcast | Taking the Pulse on Bio

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