337: Eli Lilly CEO on Trump, obesity drugs, and a guidance miss


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Jan 15 2025 58 mins   133

We're live at the J.P Morgan Healthcare Conference in San Francisco! We bring on Eli Lilly CEO Dave Ricks for a wide-ranging conversation about his views on the incoming Trump administration, the effects of Medicare's drug price negotiation, Lilly's recent disappointing guidance, pricing of the company's obesity medication Zepbound, and more. We also discuss the latest news from the J.P. Morgan conference, including M&A deals, licensing of drugs from China, and the broader sentiment in the industry.