Lilly

“And like, Moderna is like an IP company. It's like the same thing as publishing. The stock is going to go down. The innovations might be amazing. But unlike Lilly, like they don't have any angle other than publishing, which is not a good business. So the stock…”

“Red at True Tide went through phase three at Lilly. People can lose up to a third of their body weight in a pretty short amount of time with some degree of muscle sparing.”

“Am I telling people to buy Lilly? Yes. Why? Well, because it does, I think it could double, it could triple, because they're going to own the best market in the world”

“I think this month Lilly is reading out their semaglutide in Alzheimer's trial, which is to me is a real test of whether it's An aging drug or not because it's well outside of the metabolic spectrum of diseases.”

“I think one of the reasons Lilly has probably the highest return on investment in R&D in the industry is because not the picking of winners and losers, but the, actually the process by which we run it.”

“Drug development time in the industry, It's about 10 years in the clinic, a little less right now. We're running a little less than seven at Lilly”

“If you look at the large cap farmers, not Lilly, but the other ones, the multiples, the most compressed it's been in 20 years. If you look at biotech, the XBI, I think half of the XBI is trading below cash. And then if you look at. Venture. Half of the rounds …”

“We only have two right now, but there's probably 80 in clinical pipelines right now globally. We have 11 others, but there's probably 70 others not coming from Lilly.”

“We currently have about 4200 PhD scientists at Lilly. By the way, it's about the same as MIT and Harvard combined.”

“You can take the best drug analyst in the world and sit him down on the first day of every year and ask him which is going to perform better, Merck or Lilly. And my guess is he'll get it right half the time.”