Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 29 September 2025
⏱️ 31 minutes
🧾️ Download transcript
Summary
(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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Transcript
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| 0:00.0 | GLP1 drugs have become increasingly popular. |
| 0:04.0 | Eli Lilly coming to save us here. |
| 0:06.0 | It has had its market capitalization increase by about 860% since he became CEO. |
| 0:13.0 | And the stock price is up a little bit more than a thousand percent. |
| 0:18.0 | No need for needles, Eli Lilly says it has a pill. |
| 0:21.4 | Eli Lilly's experimental pill appears to work as well as the injected drug. It's everyone's |
| 0:27.4 | job to move the science. We should always be pushing forward. |
| 0:32.5 | Ladies and gentlemen, please welcome Eli Lilly's |
| 0:37.5 | CEO Dave Ricks. |
| 0:43.9 | How do you? |
| 0:47.9 | How are you? |
| 0:50.6 | Good, David. |
| 0:52.0 | Good to you. |
| 0:52.6 | All right. |
| 0:53.3 | Dave. |
| 0:53.9 | All right. You want to say thank you? What's happening? What's happening? Dave. Yes. I don't want to make it awkward. But we were sitting here three years ago on this pod, and Chimoth was calling me a fat bastard. He wasn't wrong. I was 213 pounds. I'm a Schfeldt 172. |
| 1:14.0 | Right. Hey. Awesome. And it's because of what you've done. Thank you. Can I give you a hug? |
| 1:20.0 | You can. Yeah. Bring it in here. I appreciate it. Congratulations. Also, Sacks lost 20 pounds. So together, we've lost a Friedberg. |
| 1:26.9 | Yeah, that's a hug. Good Sacks, give him a hug. |
| 1:29.3 | Nice. |
| 1:31.3 | How much money are you guys printing? |
| 1:34.3 | My lord. |
... |
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