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 4 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

Insight
Ricks: AI won't solve biology until we understand over 50% of it
“And today, I don't know, I would estimate we might know 10 to 15% of human biology. So the machine's not going to be good at all until we get way above 50%.”
Dave Ricks Nov 11, 2025 ▶ 4:35 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
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
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
Insight
Ricks: Extending human lifespans inherently increases total disease burden
“You know, there's no limit to human disease, and actually the longer we help people live, the more disease they'll be.”
Dave Ricks Nov 11, 2025 ▶ 1:52:43 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Made with StarZero

Turn any episode into a week of clips.

This entire site, about 28 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.