Dave Ricks

15 statements across 1 episodes · 8 bullish · 1 bearish · 1 people on the record · first statement Nov 11, 2025 by Dave Ricks · across every show →

On the record as a speaker too: Dave Ricks's record, appearances and statements → this page counts the times other people say the name.

Everything said about Dave Ricks, oldest first

Nov 11, 2025 bullish
Assertion Supported
Ricks: Self-pay Zepbound is the #1 prescribed form of GLP-1s
“Actually, the number one prescribed form of these medications is Zep-bound self-buy. We sell more than that than our insured business, a new patient starts, and more than all of we go.”
Dave Ricks Nov 11, 2025 ▶ 1:34:40 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Nov 11, 2025 positive
Assertion Not checkable as stated
Ricks: Marketing halves medical adoption time from 16 to eight years
“And there's been studies on this of medical inventions that are not promoted... It's about a sixteen-year path to full adoption. With the medicine promoted, it's half that. We have an internal goal to half that again, to get to four years, to full whatever it …”
Dave Ricks Nov 11, 2025 ▶ 1:37:15 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Nov 11, 2025
Assertion Contradicted
Ricks: Virtually no generic pharmaceuticals are manufactured in the US
“There are no generics manufactured in the U.S. Really.”
Dave Ricks Nov 11, 2025 ▶ 1:19:01 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Nov 11, 2025 neutral
Assertion Supported
Ricks: Lilly has had 11 CEOs in 150 years, only one external
“We've had a 150 years of that, and I'm the 11th CEO of the company. That's one less than Pope's in that period of time. So that's, it was a special honor, actually, and it's not a lifetime appointment. I can be fired any day, but the first four were family mem…”
Dave Ricks Nov 11, 2025 ▶ 2:03:02 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Nov 11, 2025 neutral
Assertion Supported
Ricks: There are roughly 2,000 approved synthetic medicines across 400 mechanisms
“We probably have 2000 manmade approved medicines versus natural products or vitamins or other things, and maybe 400 unique mechanisms.”
Dave Ricks Nov 11, 2025 ▶ 21:43 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Nov 11, 2025 positive
Opinion
Ricks: Healthcare systems should pay a premium for generic drug resilience
“And we probably should pay a little bit more for generics. You sometimes read about injectable generics in particular that run short. That's a more complicated manufacturing process. So if you do it cheaply, you run into more problems. We probably should pay a…”
Dave Ricks Nov 11, 2025 ▶ 1:22:21 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Nov 11, 2025 bullish
Prediction Held up
Ricks: Eli Lilly's chronic knee pain study is going to work
“We have a study reading out toward the end of this year in chronic knee pain. It's going to work.”
Dave Ricks Nov 11, 2025 ▶ 1:29:40 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Nov 11, 2025 positive
Insight
Ricks: Expensive cardiovascular trial mandates protect GLP-1 incumbents from low-cost competition
“Now, by happy accident, we are all now really pleased with, like, incretins, like our trisepetide to run them because they frequently demonstrate massive benefit. Uncardiovascular. And in some ways, it creates a barrier to entry for the next low-cost Chinese p…”
Dave Ricks Nov 11, 2025 ▶ 24:21 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Nov 11, 2025 positive
Insight
Ricks: Pharma must invest 20-25% of revenue in R&D for double-digit growth
“I have a belief that if you're not generating, to generate double digit growth in the sector, you need to invest at 20 to 25% of sales in R&D. That's sort of a good, a positive return R&D stack.”
Dave Ricks Nov 11, 2025 ▶ 1:55:03 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Nov 11, 2025 neutral
Disclosure
Ricks: 70% of Eli Lilly's ad budget is off linear TV
“70% of our spend now is not on linear TV. So most of the advertising is more served up and in your search sequence, and increasingly we're interested in like, generative AI optimization.”
Dave Ricks Nov 11, 2025 ▶ 1:36:43 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Nov 11, 2025
Assertion Supported
Ricks: Generic small-molecule medicines face no regulatory efficacy requirement
“There is no requirement For small molecule chemical medicine to show proof of efficacy of any kind. So you can do pretty simple laboratory experiments and absorption experiments in a small number of people.”
Dave Ricks Nov 11, 2025 ▶ 1:21:11 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Nov 11, 2025
Disclosure
Ricks: Lilly executives have a rule to never decide in one meeting
“We actually have a rule to like never decide in one meeting.”
Dave Ricks Nov 11, 2025 ▶ 8:16 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Nov 11, 2025 negative
Assertion Partly supported
Ricks: Cardiovascular trial rules added five years to diabetes drug development
“The Evandia one, we know well, we work in diabetes, actually caused a policy change, and the policy change was you must rule out cardiovascular risk prior to market entry, and as you may know some conditions like diabetes have a more continuous variable you're…”
Dave Ricks Nov 11, 2025 ▶ 23:28 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Nov 11, 2025 positive
Opinion
Ricks: Claude and xAI beat ChatGPT for science because references check out
“I don't use that one for science actually. It's too, too horrible. Patrick Collison: So which one do you use for science? Dave Ricks: I tend to use either Claude or the XAI one. I find it more terse. And more, the references actually check out more often.”
Dave Ricks Nov 11, 2025 ▶ 5:59 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Nov 11, 2025 bullish
Prediction Partly held up
Ricks: Taltz plus Zepbound trial is certain to boost psoriasis efficacy
“So we're doing a study with our psoriasis drug, Taltz, and ZepBound. That will read out this fall. And I'm certain we'll show a boost in efficacy with the weight loss.”
Dave Ricks Nov 11, 2025 ▶ 1:30:53 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
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