The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Prediction Held up
Dave Ricks predicts competitor's GLP-1 dementia study likely won't be positive
“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.”
Dave Ricks Sep 29, 2025 ▶ 17:08 Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
Assertion Supported
Under 5% of obese adults reach healthy weight via lifestyle changes alone
“Some studies show like less than five percent of people can reach a healthy body weight on diet and exercise once they're obese.”
Dave Ricks Oct 8, 2024 ▶ 30:22 Dave Ricks, CEO of Eli Lilly | The All-In Interview
Assertion Supported
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 Oct 8, 2024 ▶ 8:52 Dave Ricks, CEO of Eli Lilly | The All-In Interview
Assertion Contradicted
Ricks: Eli Lilly acquired 24 companies for $3B last year
“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.”
Dave Ricks Oct 8, 2024 ▶ 55:19 Dave Ricks, CEO of Eli Lilly | The All-In Interview
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