The Ledger
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Ricks: Eli Lilly's GLP-1 drugs are undefeated in chronic disease trials
“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.”
Dave Ricks: Annual biotech venture funding collapsed from $20B to $5B
“Peak got to about twenty billion in new checks a year into biotech. We're now about five.”
Dave Ricks: Walmart study shows GLP-1 users buy 30% fewer calories
“Last year Walmart did this sort of what's in the cart study for people in Ozempic or Manjaro and it showed They were buying about a third less calories. So that's a lot, but that's consistent with how the drugs work. But interesting also, fewer salty snack foo…”
Ricks: Eli Lilly has 105 active tirzepatide clinical trials
“Currently, Lily has a 105 studies going with trisapatide in these other diseases.”
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: 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?”