Called by Equity Mates Investing Podcast on 2026-08-23
“in that, Eli Lilly interview that I kept getting you to listen to and you never did, the Eli Lilly CEO, David Ricks, talked about how they're trying to build the biggest AI, I guess, like cluster or like, supercomputer, whatever you wanna call it, to, help their drug discovery process... one of the many reasons why I I like Eli Lilly is if you think about, like, the choke points in the ecosystem now... Late stage clinical trials is still an incredibly burdensome and costly and regulatory intensive choke point... Eli Lilly, one of their big selling points when they talk to early stage pharma companies is where the most effective and efficient at doing stage three clinical trials.”
No settled horizons yet — outcomes appear at 30/90/365 days.