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 9 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

Disclosure
Dave Ricks supports reducing direct-to-consumer pharmaceutical advertising
“Well, I would be for a system where we don't have nearly as much drug advertising, to be clear.”
Dave Ricks Sep 29, 2025 ▶ 22:18 Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
Disclosure
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.”
Dave Ricks Sep 29, 2025 ▶ 8:34 Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
Disclosure
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 Sep 29, 2025 ▶ 19:47 Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
Disclosure
Eli Lilly is transitioning its employee prescription coverage to a transparent PBM
“Actually, our company is moving to one.”
Dave Ricks Sep 29, 2025 ▶ 28:45 Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
Disclosure
Eli Lilly is building six US plants and announcing four more
“We're currently constructing six plants. We're going to announce four more in the next six months.”
Dave Ricks Sep 29, 2025 ▶ 11:56 Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
Disclosure
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.”
Dave Ricks Oct 8, 2024 ▶ 41:51 Dave Ricks, CEO of Eli Lilly | The All-In Interview
Disclosure
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.”
Dave Ricks Sep 29, 2025 ▶ 5:02 Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
Disclosure
Eli Lilly completes an external acquisition or partnership roughly every two weeks
“We're doing a deal about every two weeks.”
Dave Ricks Sep 29, 2025 ▶ 12:40 Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
Disclosure
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 Sep 29, 2025 ▶ 24:26 Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
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