Eli Lilly

“We've moved the drug development timeline, which the industry is about nine years, from first human dose to FDA approval. And when I started, ours was about 11. And now we're 6.1.”

“We just read that study out with Manjaro, which showed that three years on our drug, 94% fewer new diagnosis of outright diabetes.”

“In our hands, it, it's about as good as high dose semaglutide, and we, we're doing phase three right now. So that will start to read out next year.”

“We have approvals in more than 40 countries we haven't even launched in.”

“We launched at a 20% discount to Nova's product, even though we have better efficacy data, and we've only cut the price since then.”

“So far in our studies, this category of medicine's undefeated. We've never had an unsuccessful study in measuring an outcome in a chronic disease.”

“The idea that you're going to throw on, you know, turn a switch on a computer and it's going to think about something and event, you know, the next Prozac. I don't know. I think we're a long way from that day.”

“We've treated patients that have gone from like six, eight years of life, no hearing at all to now hearing.”

“Probably net pricing for us, you know, is going to be something like three, 4000 dollars a year in the steady state per person, but I think we'll create more value than that. We'll save the system more money than that per year per user.”

“We had partnered with Genentech to do another first, which is create the first biotechnology product on planet earth, which was human insulin made in a bacterial cell.”

“Lilly's market cap is an astounding eight hundred and seventy eight billion dollars, and the company's projected to do forty six billion in revenue and fifteen billion in operating income this year.”

“Currently, Lily has a 105 studies going with trisapatide in these other diseases.”

“This year we'll spend over eleven billion dollars on R&D, which is a meaningful it's like a nation state scale.”

“We buy companies last year, about two dozen, which was the most of any pharma company, but actually with some of the least capital deployed. So we're making I think we spent three billion dollars on 24 companies.”

“Two thirds of actually our gross price goes to PBMs and insurance companies. So of the gross price that's often quoted, the net for us is about a third of that.”

“It's a co-pilot model where the machine can do predictions. Probably now where we see the most value is Eliminating bad ideas that humans don't see, but in hindsight look obvious. So like, cause you can integrate a lot of multi source data and say the probabil…”

“We have a project in phase three right now that knocks down the production of something called LpA, which is a lipoprotein particle that's probably thought to be about 25% of the remnant reasons why we still have cardiovascular disease and there's no medicine …”

“We have a submission document to get in and it used to be our standard was a 120 days from when you had the data to when you send it to the FDA. We're now doing that routinely inside of two weeks.”

“About 40% of global suffering is some form of a brain or neuroscience disease.”

“They have all these Clinical trials going on right now for different indications for the GLP-I receptor agonists that they're seeing that there's health benefits beyond just the weight loss in reducing things like kidney disease, obviously liver problems, ment…”

“We're building up the platform right now, and it's, ah, we have great partnerships with Eli Lilly, I think you had, ah, the CEO speaking earlier, and Novartis, which are fantastic, and our own internal drug programs, and I think we'll be entering sort of pre-c…”

“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…”

“I'd estimate around twenty million take prescription GLP-I's.”

“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.”

“Actually, our company is moving to one.”

“I do do it myself. I also do it just to see what the different models are producing about our drugs.”

“And unless some Chinese state-owned enterprise gets in this business, it'll be very hard for others to build that out and follow.”

“Yeah, that's ours. Coming next year.”

“We're currently constructing six plants. We're going to announce four more in the next six months.”

“We currently have over a hundred clinical studies with the medicine going on for all kinds of other uses as well, not just slowing you down.”

“We spent 25% of sales on R&D. This year that'll be 14.2 billion dollars.”

“And then terzepatide, which you asked how much money we're making, but in, actually in Q-two, we reported global sales, which surpassed Keytruda to becoming the best-selling drug in the world, actually the best-selling drug in the world of all time.”

“We've told the street, expect single digit deflation in this category over time.”

“By the way, more than half of our consumer spending to reach consumers is not on TV.”

“Our competitor is going to read out a study in a few months on dementia risk. It probably won't be positive. That's my guess, but it will probably be in the right direction.”

“Well, I would be for a system where we don't have nearly as much drug advertising, to be clear.”

“So, in 20, 30 something, Manjaro will go to zero.”

“We're doing a deal about every two weeks.”

“There is a very active gray market, particularly in China, peptide synthesis that are producing drugs that are basically the equivalent of your drug.”

“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.”

“So yeah, this is creating 20,000 construction jobs in this period, and ultimately five or 6000 manufacturing jobs.”

“The average user in this phase three trial saw their weight decline from 214 pounds. They lost 37 pounds. That's compared to six pounds on placebo. In 40 weeks.”

“The 80% reduction of liver fat, A-one C drops from 7.9% to six percent in 40 weeks, which is amazing, by the way, if you're diabetic and your A-one C drops that much, In a couple of months, it's literally a life-saving product.”

“On November of 2025, Lilly cut a deal with the Trump administration. I saw this to drop the price on terzepatide pretty significantly. I think it's like 50 bucks on Medicare.”

“Actis was started five years ago, but recently went public with a three hundred million dollar IPO that was 18 times oversubscribed, and backstopped with a hundred million dollar order by Eli Lilly, the folks who bring you all the weight loss drugs.”