Lilly

4 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Nov 11, 2025 by Dave Ricks · across every show →

Everything said about Lilly, oldest first

Nov 11, 2025 positive

Opinion

Ricks: Lilly's industry-leading R&D ROI comes from process, not picking winners

“I think one of the reasons Lilly has probably the highest return on investment in R&D in the industry is because not the picking of winners and losers, but the, actually the process by which we run it.”

Dave Ricks Nov 11, 2025 ▶ 10:54 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma

Nov 11, 2025

Assertion Supported

Ricks: Around 80 GLP-1 drug candidates are in clinical pipelines globally

“We only have two right now, but there's probably 80 in clinical pipelines right now globally. We have 11 others, but there's probably 70 others not coming from Lilly.”

Dave Ricks Nov 11, 2025 ▶ 37:06 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma

Nov 11, 2025 bearish

Assertion Partly supported

Ricks: Non-Lilly large pharma multiples are at a 20-year low

“If you look at the large cap farmers, not Lilly, but the other ones, the multiples, the most compressed it's been in 20 years. If you look at biotech, the XBI, I think half of the XBI is trading below cash. And then if you look at. Venture. Half of the rounds …”

Dave Ricks Nov 11, 2025 ▶ 35:53 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma

Nov 11, 2025 positive

Assertion Supported

Ricks: Lilly develops clinical drugs in under 7 years versus industry average

“Drug development time in the industry, It's about 10 years in the clinic, a little less right now. We're running a little less than seven at Lilly”

Dave Ricks Nov 11, 2025 ▶ 15:35 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma

Lilly

Everything said about Lilly, oldest first

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