Topics & People
The venture capital market for biotechnology, which has plummeted from a peak of ~$20 billion to ~$5 billion a year in new investments. Dave Ricks describes the current market as a 'dumpster fire', making it difficult for new biotech firms to get funding.
The strategic distribution of financial resources across assets, heavily influenced by tax structures.
A major topic of discussion concerning the high cost of GLP-1 drugs. Eli Lilly is committed to reducing the price over time while balancing the need to fund future R&D, stating they expect single-digit deflation in the category over time.
A significant issue facing successful drugs like GLP-1s, with a large gray market, particularly involving peptide synthesis in China, producing unauthorized and potentially unsafe copies.
A primary and highly popular application for GLP-1 drugs, which suppress appetite and reduce 'food noise', leading to significant changes in body weight and BMI.
A dual-agonist GLP-1 and GIP drug marketed by Eli Lilly for metabolic health.
A class of peptide-based drugs, originally developed for diabetes, that have become a cultural and medical phenomenon due to their significant impact on weight loss, appetite suppression, and potential uses in treating addiction and mental health issues.
CEO of Eli Lilly, who provides insights into the development, success, pricing strategy, and future potential of GLP-1 drugs.
A bill (SB771) passed in California that would allow the state to fine social media networks for hosting content that the state deems to be 'hate speech'. The bill is on Governor Gavin Newsom's desk.
The act of suppressing or controlling information and discussions related to the COVID-19 pandemic. YouTube admitted to engaging in this under pressure from the Biden administration.