(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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