Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
All-In with Chamath, Jason, Sacks & Friedberg
Outro
Hosts thank Dave Ricks, conclude the episode, and close with final remarks.
(0:00) Introducing Eli Lilly CEO Dave Ricks
(1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China
(7:08) GLP-1 pricing and capital allocation after a breakout pharma product
(12:56) Why Biotech VC has plummeted, “patent hacking” in China
(15:32) Dave’s health regimen: good sleep, movement, healthy diet, social relationships, reading
(18:32) Unexpected impacts of GLP-1s, helping with addictions, potential mental health use cases
(21:16) Thoughts on RFK Jr, Big Pharma’s influence on the media, how AI empowers patients
(25:27) Impact of proposed NIH cuts, explaining the “PBM boogeyman”, next major pharma breakthrough
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