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.
why aren't all 71 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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
Dave Ricks: Brain diseases account for 40% of global human suffering
“I think if you look at human suffering globally, 40% is brain diseases”
Eli Lilly and Genentech partnered to create the first-ever biotechnology product
“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.”
Science does not yet fully understand GLP-1's secondary metabolic effects
“What we don't even fully understand yet though, David, which is interesting is, is that there are primary effects of GLP-I. Certainly we can reproduce like in a test tube or a cell system, but then there's a whole myriad of other probably secondary effects bec…”
Ricks: Eli Lilly has 105 active tirzepatide clinical trials
“Currently, Lily has a 105 studies going with trisapatide in these other diseases.”
Dave Ricks: Employers not covering weight-loss meds will look crazy in five years
“I think in five years we'll look back and we'll say that was crazy. Once the evidence base is built up and there's more adoption and less stigma, but right now that's the current state.”
Eli Lilly oral GLP-1 shows efficacy matching high-dose semaglutide in trials
“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.”
Ricks: Eli Lilly has regulatory approvals in 40+ unlaunched countries
“We have approvals in more than 40 countries we haven't even launched in.”
Eli Lilly CEO expects 2024 R&D spending to exceed $11B
“This year we'll spend over eleven billion dollars on R&D, which is a meaningful it's like a nation state scale.”
Ricks: Brain and neuroscience diseases cause 40% of global suffering
“About 40% of global suffering is some form of a brain or neuroscience disease.”
Dave Ricks: Eli Lilly gene therapy restored hearing in congenitally deaf children
“We've treated patients that have gone from like six, eight years of life, no hearing at all to now hearing.”
Dave Ricks: Eli Lilly has Phase 3 siRNA drug targeting Lp(a)
“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 …”
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.”
Eli Lilly reduced its drug development timeline from 11 to 6.1 years
“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.”
Ricks: Eli Lilly cut FDA submission prep time to under two weeks
“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.”
Dave Ricks: Tech VCs invested $5B in AI drug discovery startups last year
“I think last year, five billion with a B went into new venture backed You know, that's what they like to call themselves. And that money is coming not so much from the traditional bio VC world, but from the tech world. Got a lot more to splash around, right?”
Eli Lilly has over 100 clinical studies underway for tirzepatide
“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.”
Eli Lilly's US expansion creates over 25,000 construction and manufacturing jobs
“So yeah, this is creating 20,000 construction jobs in this period, and ultimately five or 6000 manufacturing jobs.”
Eli Lilly completes an external acquisition or partnership roughly every two weeks
“We're doing a deal about every two weeks.”
Dave Ricks personally uses AI models to audit information on his drugs
“I do do it myself. I also do it just to see what the different models are producing about our drugs.”
Dave Ricks: 230 diseases are linked to obesity and caloric imbalance
“230 diseases have been connected and you have these pr, these ones that are more like directly because of the caloric imbalance and fat accumulation.”
Ricks: Native GLP-1 has a half-life of minutes in medicine
“When you give it in its native form as a medicine, it has a half-life of like minutes.”