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 6 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
Ricks: Lilly is considering SaaS-style recurring pricing for common gene therapies
“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…”
Dave Ricks Nov 11, 2025 ▶ 32:10 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Disclosure
Ricks: Eli Lilly is building pharma's largest biological supercomputer
“Building a supercomputer on our, on-prem for us, really just to run proprietary drug discovery models. We think it's the biggest biologically focused supercomputer there is. And certainly the biggest pharma's done. Yes. With B 300 latest chipset.”
Dave Ricks Nov 11, 2025 ▶ 1:44 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Disclosure
Ricks: Eli Lilly is developing a one-time PCSK9 gene editing medicine
“We have a medicine development that will Knock down your LDL, if it's safe enough, and then one undone, PCSK nine edit in your liver, and presumably that will last the rest of your life, and your LDLs will be between 20 and 40 forever.”
Dave Ricks Nov 11, 2025 ▶ 31:20 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Disclosure
Ricks: Lilly has small molecule and siRNA Lp(a) drugs in Phase 3
“Like we talked about LP a earlier. That was the case there. We discarded the antibody. There is one that's been developed. And we went after the small molecule and the siRNA. They're both in phase three.”
Dave Ricks Nov 11, 2025 ▶ 2:00:54 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
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
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
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