Dave Ricks
Chair & CEO, Eli Lilly and Company. On 2 shows, 3 appearances. The Shows tab opens the full record on each.
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David A. Ricks has led Eli Lilly as CEO since 2017, overseeing its expansion into one of the world's most valuable pharmaceutical companies driven by blockbuster diabetes and obesity therapies like Mounjaro and Zepbound. Beyond Lilly, he serves on the board of directors of Adobe and the Purdue University Board of Trustees.
2shows
3appearances
122statements
59resolved
33supported
9contradicted
56%fully supported
1said about them ↓ Everything Dave Ricks said on any show that made the record, most notable first. Each card names its show and opens the statement there.
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…”
Ricks: Self-pay Zepbound is the #1 prescribed form of GLP-1s
“Actually, the number one prescribed form of these medications is Zep-bound self-buy. We sell more than that than our insured business, a new patient starts, and more than all of we go.”
Ricks: LillyDirect annualizes in billions as largest online prescription platform
“Today we'll annualize, you know, in the billions of dollars. I think it's the largest Prescription platform online in terms of revenue. We run it on Stripe, I think, and going north from here.”
Ricks: Eli Lilly captures 70-75% of new US GLP-1 starts
“Right now in the US, across all forms of GLP-ONE, on new patient capture, we're basically 70, 75% right now.”
Dave Ricks estimates 20M people globally take prescription GLP-1 drugs
“I'd estimate around twenty million take prescription GLP-I's.”
Dave Ricks says Eli Lilly's GLP-1 weight-loss pill launches in 2026
“Yeah, that's ours. Coming next year.”
Eli Lilly reduced out-of-pocket GLP-1 medication costs to $499
“We've led in reducing the out-of-pocket costs, but from, it was originally a thousand dollars, now it's four 99 from us.”
Eli Lilly expects single-digit annual GLP-1 price deflation over time
“We've told the street, expect single digit deflation in this category over time.”
Eli Lilly employs 4,200 PhD scientists, matching MIT and Harvard combined
“We currently have about 4200 PhD scientists at Lilly. By the way, it's about the same as MIT and Harvard combined.”
Dave Ricks: Annual biotech venture funding collapsed from $20B to $5B
“Peak got to about twenty billion in new checks a year into biotech. We're now about five.”
Dave Ricks: Half of public biotech companies trade at or below cash
“Half of biotech that's publicly traded is trading at or below cash.”
Eli Lilly is starting trials for a brain-focused GLP-1 targeting mental health
“So we are now, right now, starting studies in bipolar disorder and major depressive disorder, along with these addictive hedonic pathways where you're sort of self-medicating and with a new GLP one, a different one, that probably, that has a little less weight…”
Dave Ricks expects to launch a mental health GLP-1 in 3-4 years
“So we'll get that drug in three or four years if it works, and I think it could really change some of these terrible mental health conditions.”
Dave Ricks: Most primary care doctors are too busy to stay updated
“Most primary care doctors are way too busy to even attend a continuing education, even know what's happening.”
Dave Ricks: AI drug information is mostly accurate and substantially improved
“Mostly it's accurate, and they've It's gotten better over the last two years. I'd say substantially better.”
Eli Lilly is transitioning its employee prescription coverage to a transparent PBM
“Actually, our company is moving to one.”
Dave Ricks predicts the next major therapeutic surprise will be brain disease
“It's hard to predict that, but I would say probably a brain disease.”
Dave Ricks: Two-thirds of US calories are ultra-processed vs 35% in Europe
“In the U S we're now eating two thirds of our calories in our country are ultra processed. And that compares to like 35% in Europe.”
Dave Ricks: India's obesity rate projected to reach 30% within 20 years
“India, I think is 11% of the population's obese, but projected to go as much as 30% in the next 20 years.”
Epic study links GLP-1 drug use to remarkably lower clinical depression rates
“There's an interesting study done by Epic. You know, they're the big health record company. Which is retrospective and not tightly controlled, but it showed people on GLP-I drugs, incretins, had remarkably lower rates of new clinical depression diagnoses, whic…”
Dave Ricks: About 50% of employer-sponsored health plans cover GLP-1 weight-loss drugs
“Right now about 50% of the employer-sponsored insurance plans cover it.”
Dave Ricks: Walmart study shows GLP-1 users buy 30% fewer calories
“Last year Walmart did this sort of what's in the cart study for people in Ozempic or Manjaro and it showed They were buying about a third less calories. So that's a lot, but that's consistent with how the drugs work. But interesting also, fewer salty snack foo…”
Dave Ricks: 10 to 11 million Americans currently take GLP-1 drugs
“We only have 10 or eleven million Americans on these drugs.”
The other half of the tape: Dave Ricks's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode across the shows. every mention, with the transcript →
Who brings them up most Chamath Palihapitiya 1
Every mention by year
tap a year for its mentions
All-In 1
2024 1 mention in 1 episode
One line per show, most statements first. The link opens Dave's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| ALL-INLEDGER | Chair & CEO, Eli Lilly and Company | 2 | 71 | 55% 16/29 | full record on All-In → |
 CHEEKY PINTLEDGER | Chair & CEO, Eli Lilly and Company | 1 | 51 | 57% 17/30 | full record on Cheeky Pint → |