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pharma

3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Sep 1, 2022 by Chamath Palihapitiya · across every show →

Everything said about pharma, oldest first

Sep 1, 2022 negative
Prediction Not checkable as stated
Palihapitiya: Medicare price caps will force pharma to replace scientists with AI
“If CMS and Medicare go and really crunch those costs, what is pharma going to do? Well, pharma is going to do what is the obvious thing, which is like, if you're going to cap what I can make, I have to completely change my R and D model. And they're just going…”
Chamath Palihapitiya Sep 1, 2022 ▶ 39:22 E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
Jun 24, 2023 neutral
Assertion Partly supported
JCal notes 46 percent of TV news advertising comes from pharma
“46% of the advertising on TV news comes from pharma”
Jason Calacanis Jun 24, 2023 ▶ 1:07:23 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Sep 29, 2025
Assertion Not checkable as stated
Dave Ricks: Pharma companies lack enduring franchises due to patent cliffs
“In pharma, all our, we have no enduring franchise. Everything we make goes to zero because of the patent system.”
Dave Ricks Sep 29, 2025 ▶ 9:34 Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
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