Dave A Ricks

I think that would be amazing and I think it’s not likely. The map of biology is still largely a blank page and randomized human proof is the long pole in the tent. I am excited about the use of AI in our sector but progress will likely be steady and incremental.

Thanks for surfacing. Macros plus resistance is the way.

Convincingly negative result here. IL6 looks almost the same. Not often 2 of the most anticipated targets in CV go down at once. There will be lots of Monday morning quarterbacking these bets but it’s why we do the studies and they were reasoned bets, uncertain outcomes despite genetics and biomarkers with asymmetric value if positive. Drug development isn’t rocket science, its actually much harder. In the near term, beyond LDL optimization (looks like real benefit), Incretin therapy in obesity now the one big idea left on the board to reduce CVD death and disability at scale. Surmount MMO is coming! clinicaltrials.gov/study/NCT… Pelacarsen and Cardiovascular Outcomes in Patients with High Lipoprotein(a) | New England Journal of Medicine nejm.org/doi/full/10.1056/NE…

Obesity is the root disease for over 200 chronic diseases, it impacts more than 1 in 7 people on the planet and more options are needed. Science doing a good job here making the case for much more innovation in Obesity care. It’s still very early, yet we can see the impact that is possible. Lilly doing our part to lead on new mechanisms, more convenient, more durable and more accessible weight loss solutions for the world. Obesity management medications: The way forward | Science science.org/doi/10.1126/scie…

I’ll take that bet.

In other news, US projected to save billions expanding access to Obesity care according to independent group at USC 👇🏻@DrOz @DrOzCMS medrxiv.org/content/10.64898…

Proud of TEAM Lilly, we are executing well. While 2026 is setting up to be a year to remember I am even more excited about our future… - 4 Incretin projects in phase 3 now, raising the bar of what’s possible in weight loss, reducing side effect burden and radically expanding indications caused by obesity. We are building the tools to solve overweight and obesity, and hopefully the 200 terrible diseases it causes, at a global scale. -Rapidly expanding Cancer portfolio in B cell driven disease, Breast and Ovarian cancer as well as Lung and more. - Treating or preventing the worst neurodegenerative diseases we know - Unlocking the potential of one and done therapy for common diseases like lymphomas, wet AMD, childhood deafness and even something as common as high LDL cholesterol. The future of biomedical technology is going to amaze.

Building more! New $5B API site in Virginia to make our next generation of cancer medicines. This site will make Monoclonal Antibodies and ADCs and is our first effort to have the entire process, from starting material to finished product, on one site. Thanks to Governor @SpanbergerForVA and Ambassador @jamiesongreer for your help to get us here and for joining our celebration today!

Not good.

Well said Vas. AI will help us conquer disease, but this will take time, effort and lots and lots of data that doesn’t exist, yet. I would add that robotic labs will begin to make scaling data more tractable. lnkd.in/p/g8qvP5qX

One month (or so) on @X , a platform unlike any other. Energy, speed, smarts and stupidity. -The best thing in BioX - Rapid and divergent takes on new clinical data, on balance usually right..wisdom of crowds -The worst thing on BioX - Shameless replies and reposts pumping your own book, praying for M&A about your favorite name, plane stalking…do people actually think this is how a real drug company or serious investor makes decisions? Maybe it just makes you feel like you have some agency, then ok.

Two souls are dead because they self administered something purporting to be the most powerful metabolic agent ever developed - without medical supervision, before the inventor has asked for approval and sourced from a Chinese “lab” seeking to make a quick buck. Peptide World - “Lilly made this up”.

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Adam the contrast was the point. Two different bad/fatal diseases yet very different response from the field to advances. We do not have a functional cure for many cancers but HR < .7 in any cancer is described as practice changing in oncology. Neurology seems underwhelmed by the same degree in disease change. Of course cancer is not one thing and I could have been more precise- CLL is not good but now mostly not fatal, due to many advances from Lilly and our peers HR+ HER - breast cancer has long survival now yet GI cancers are mostly unsolved and survival curves are terrible. You know what else is terrible? Almost every neuro-degenerative disease including AD and we (including the media) need to discuss it that way. Unfortunately I’ve witnessed end of life journeys up close in both diseases, while different horrors present themselves in each I’d say they are both pretty bad. Advancement 30%+ at a time should change practice and routinely be offered to patients and families. Oncology does this Neurology doesn’t.