John Collison

speaker

6,048 appearances 22 recordings 1 series first heard Jun 2025 last heard 5 Feb

John Collison’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Oct 2025 with 5.

Appearances

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Cheeky Pint · Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma · 11 Nov 2025 podcast

So th th what I was gonna ask is, you know, we're talking here about the sector's like twelve.

No, exactly.

Yeah, you're correct.

Like I was thinking high end of the sector.

Your priors were good.

Yeah.

Because that is correct for the rationale.

But where I was going with this is if you're to listen to this podcast, I think you maybe come away thinking, wow, pharma is hard.

Like, good God.

You know, there's so many things, and you know, things roll off patent, and we have the Chinese competitors and things like that.

So so so what is it that

investors have confidence in.

Is it meaningful to talk about what fraction of RD is towards specific treatments, is like focused vertical RD versus I presume you do a lot of horizontal RD hards?

Yeah, exactly, platforms.

Not because presumably it's even harder to reason about the platforms and the payoffs there.

Last question.

Eli Lilly is um more than 100 years old and 150 in May.

Oh wow, okay.

So coming up on your 150th uh birthday.

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