Ricks: Lilly is considering SaaS-style recurring pricing for common gene therapies
Dave Ricks · Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma · Nov 11, 2025 · at 32:10
Eli Lilly CEO Dave Ricks explains to Patrick and John Collison how one-time curative therapies could be monetized over time rather than through upfront unit pricing.
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“It's conceivable that one could create like a licensing concept, stealing from the SAS model, where you say, we'll do the procedure for free. And as long as it's working for you will deposit X amount in our bank account, and you're getting the value, and we're getting paid for our research. If it doesn't work, you know, so that, that invokes a warranty as well. That's an interesting idea, and one we're thinking about for these more common, because so far gene therapy is mostly for uncommon things, where that they've over, they've just charged it and someone's paid. But for common gene therapy to really be unlocked, this has to be solved.”
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