On this episode of inSpired, Mike Rockefeller, Co-Chief Investment Officer of Woodline, manager of the Woodline | Spire funds, sits down with Dave Ricks, Chair & CEO of Eli Lilly, at its headquarters in Indiana.
Ricks dives into the market for GLP-1s, a wide range of potential future applications, and upcoming pipeline drugs like retatrutide and eloralintide.
They explore obesity pricing dynamics, Lilly's direct to consumer strategy, drug compounding, and internal vs. external innovation.
A sharp, insightful look at science, strategy, and leadership from the CEO who built Eli Lilly into the most valuable healthcare company in the world.
This is inSpired.
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00:00:00 - inSpired with Dave Ricks
00:01:25 - Thriving for 150 years
00:06:50 - Obesity market size
00:10:45 - 100 million patients possible?
00:11:30 - Next generation weight loss therapies
00:15:08 - Retatrutide
00:18:28 - Orforglipron and eloralintide
00:23:48 - Brain health, immunology, and cancer
00:27:32 - Lilly Direct
00:35:55 - Price stability through innovation
00:38:45 - Innovators vs. compounders
00:42:13 - Neuroscience
00:47:38 - M&A: opening the aperture
00:53:04 - What inspires Dave Ricks?
00:57:28 - Navigating a complex healthcare landscape
01:00:39 - 10-year goals
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Mike Rockefeller is the Co-CIO of Woodline® Partners LP ("Woodline"), manager of the Woodline | Spire funds. All opinions expressed by Mike and podcast guests are solely their own opinions and do not reflect the opinion of Woodline.
Guests appearing on this podcast may maintain, or may have maintained, business relationships with Woodline or its affiliates. The views expressed by any guest do not constitute an endorsement or testimonial of Woodline.
This podcast is for educational and informational purposes only, is not directed at any investors or potential investors in any Woodline fund and should not be relied upon as a basis for investment decisions. Funds managed by Woodline, including the Woodline Spire℠ funds, may maintain positions in the securities discussed in this podcast. Any discussion of the past performance of any investment, sector, or market is not indicative of any future results.
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Episode Credits:
Directed by: Brian Thompson / BT Design & Creative
Produced, Edited, and Mixed by: Dillon Mortensen Films
Artwork designed by: BT Design & Creative
Music Licensed through: Epidemic Sound
