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 5 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

Opinion
Ricks: PBM rebate incentives should be eliminated as unethical
“These PBMs and there's some group purchasing organizations like this. That should go away. And I think health is different than other commodities. It's probably has a much more important social role in deciding that the smallest, the little guy gets the worst …”
Dave Ricks Nov 11, 2025 ▶ 39:48 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
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
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
Opinion
Ricks: Lilly conducts early clinical trials faster and cheaper than any biotech
“There is no doubt in my mind. We are faster, more robust, probably cheaper than actually every biotech out there trying to do their own early phase clinical trials.”
Dave Ricks Nov 11, 2025 ▶ 1:01:11 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
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
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