David Ricks

Ricks认为AI蛋白质结构预测只解决了药物发现中约千分之一的问题，对AI药物发现的炒作持保留态度。

机器可以“相当好地预测一些事情，比如预测蛋白质结构”，但“这只是我们在药物发现中面临的问题的千分之一左右”。

原文 (en)

A machine can “predict things pretty well, like predicting the structure of a protein,” Ricks said according to Fortune, “but that is one maybe 1,000th of the kind of problems we face in drug discovery.”

Ricks称语言模型因以人类语言训练而不擅长生物和化学，更倾向于使用多个针对具体预测问题的窄模型。

语言模型在生物和化学方面“并不特别擅长”，因为“它们是用人类语言训练的，而不是用化学、物理和生物的语言”。

原文 (en)

language models are “not particularly good” at biology and chemistry because “they’re trained on the human language, not on the language of chemistry, physics, and biology.”

Ricks 表示现在是合并礼来美国与国际商业部门、巩固发展势头的合适时机，并任命曾执掌这两块业务的 Ilya Yuffa 领导全球面向客户的运营。

为了巩固我们的发展势头，现在正是整合各地区业务、以产生更大影响力的合适时机。Ilya 既管理过我们的国际业务，也管理过美国业务，他丰富的经验和对卓越的追求使他格外适合领导我们全球面向客户的运营。

原文 (en)

To build on our momentum, now is the right time to consolidate our geographies for greater impact. Ilya has run both our international and U.S. businesses, and his range of experience and commitment to excellence make him uniquely qualified to lead our customer-facing operations worldwide.

David Ricks 称美国仅有 3% 至 10% 的潜在患者接受减重治疗，市场扩张空间巨大。

礼来负责人 David Ricks 在接受 CNBC 采访时表示，美国只有 3% 至 10% 的潜在患者获得减重治疗，并补充说“这个市场的扩张空间非常巨大”。

原文 (en)

Lilly chief David Ricks, in a CNBC interview, said that only 3% to 10% of potential patients access weight loss care in the U.S., and he added that "room for expansion here of this market is dramatic."

David Ricks称美国仅有3%至10%的潜在患者获得减重治疗，市场扩张空间巨大。

在美国，只有3%到10%的潜在患者能获得减重治疗，他补充说，该市场的扩张空间十分巨大。

原文 (en)

only 3% to 10% of potential patients access weight loss care in the U.S., and he added that "room for expansion here of this market is dramatic."

David Ricks表示礼来第三季度业绩超出公司此前预期，因此上调了全年业绩展望。

礼来又一个强劲的季度，超出我们此前的预期，使我们得以上调全年展望。

原文 (en)

Lilly had another strong quarter, exceeding our prior expectations and allowing us to raise our full-year outlook.

David Ricks 称礼来第三季度的强劲表现来自 Mounjaro 和 Zepbound 的全球广泛需求、口服药 Foundayo 的全球上市以及美国肥胖症保险覆盖的扩大。

Mounjaro 和 Zepbound 在全球范围内广泛的消费者需求

原文 (en)

broad global consumer demand for Mounjaro and Zepbound,

Ricks认为礼来的 incretin 领先地位将长期影响全球健康，且四分之三管线在肥胖之外，将带来多元持久增长。

鉴于我们 incretin 管线的深度，我们预计在心血管代谢领域的领先地位和广泛的下一代肥胖药物管线将在未来几十年对全球健康产生重大影响。我们四分之三的临床管线聚焦肥胖以外的疾病，有望带来多元且持久的增长。

原文 (en)

Given the depth of our incretin pipeline, we expect our leadership position in cardiometabolic health and broad pipeline of next generation obesity medicines to have a major impact on global health For decades to come. And with 3-fourths of our clinical pipeline focused on diseases outside of obesity, we are developing new medicines. That have the potential to impact a broad range of diseases, and deliver diversified, durable growth, for Lilly and our shareholders.

Ricks对医保GLP-1过渡计划得以扩展持乐观态度，理由包括使用强劲、成本效益和政府支持。

我们对扩大该计划相当乐观，原因有三。其一是早期使用强劲，既有需求，也是符合标签的恰当用药。

原文 (en)

we think are pretty optimistic about expansion, I think, for 3 reasons, Carter. 1 is the early uptake is strong, and I think you see both demand and appropriate on label use of the medications

Ricks认为过渡计划的成本效益可能促成永久性覆盖，最好纳入Part D。

但我认为所有信号都指向相当成功的成本效益，这可能带来立法或监管层面的永久性覆盖转变。同时，CMS负责人目前有很大动力继续推进，正确的方式是将其纳入Part D福利。

原文 (en)

But I think all signals now point to a pretty successful cost effectiveness which could yield either a legislative or a regulatory shift in the coverage permanently. In the meantime, I think there is a lot of energy with the people running CMS at current point to continue this, and the right way to do that is put this into the Part D benefit.

Ricks称礼来正引领制药史上最大的新品类扩张，因此业绩指引难以预测。

但请记住，我们正处在制药业历史上最大的新品类扩张之中，而礼来正引领这一切，因此有许多事情是前所未有的。

原文 (en)

But let's remember, like, we are in the middle of the largest new category expansion in the history of the pharmaceutical industry. And Lilly's leading that. So there is a number of things that have never actually happened before.

Ricks认为Foundayo的2型糖尿病适应症是重大市场扩展，因为美国约一半GLP-1用量在糖尿病。

我想补充的是，我们的2型糖尿病适应症正在审评中，我们认为这对Foundayo也是极好的机会。美国目前约一半的GLP-1用量在糖尿病领域，这是很大的市场扩展。

原文 (en)

I would just add we are under review for type 2 diabetes and we see that as an extraordinary opportunity for Foundayo as well. Remembering today in The US, roughly half the volume of GLP-1s is in diabetes. So that is a big market expansion.

Ricks表示由于消费属性，礼来力求美国与海外肥胖药价格区间更为收窄。

鉴于其消费属性，我们的目标是让肥胖药物的价格区间比其他药品类别历史上更为收窄。

原文 (en)

I mean, our goal because of the consumer nature of this, is to much tighter band of pricing on obesity medicines than maybe you have seen historically in other medicine categories.

里克斯称全球仅约3%、美国约10%的符合条件患者接受肥胖症治疗，市场扩张空间巨大。

“归根结底，空间可能大得多。目前全球范围内，我们估计只有约 3% 的符合条件的患者获得肥胖症治疗，在美国可能约为 10%。所以这个市场的扩张空间是巨大的。”

原文 (en)

"It could be a lot more is the bottom line," Ricks said on "Squawk on the Street." "Today, globally, we'd estimate maybe 3% of eligible patients access obesity care. In the U.S., maybe 10%. So the room for expansion here, of this market, is dramatic.

里克斯表示礼来处于市场前沿，增长将由包括医保在内的可及性举措和新药创新共同驱动。

当然，礼来处于这一领域的前沿。这将由我们的可及性举措（如医保项目）和新创新共同推动。

原文 (en)

Of course, Lilly is at the front of that. That's going to be driven by both our access efforts [such as the Medicare program] and new innovation.

Ricks称全球仅约3%、美国约10%的符合条件患者接受肥胖症治疗，市场扩张空间巨大，礼来处于领先地位。

我们估计全球大约只有3%的符合条件患者获得肥胖症治疗，美国约为10%。因此这个市场的扩张空间非常巨大，而礼来处于领先位置。

原文 (en)

I guess we'd estimate maybe 3% of eligible patients access obesity care. In the US, maybe 10%. So, the room for expansion here of this market is dramatic. Of course, Lily's at the front of that.

Ricks称医保肥胖症过渡项目让老年人每月自付50美元即可用药，价值主张突出，且正在快速放量。

从7月1日起，我们与特朗普政府合作，Oz博士功不可没，建立了一个专门项目，老年人可以每月自付50美元使用我们的肥胖症产品Zepbound和Foundayo，这是非常有吸引力的价值主张。

原文 (en)

Starting July 1, uh we worked with the Trump administration and Dr. Oz deserves a lot of credit here for his vision to develop a special program where seniors um can use uh our OBC care products uh Zapbound and Foundo um and access those for $50 a month out of pocket which is a compelling value proposition

Ricks引用研究称更多使用肥胖症药物10年可为美国政府节省250亿美元，并认为预防疾病是未来关键。

第三方医疗市场分析机构USC Schaeffer中心发布预印本论文，估计美国政府使用更多肥胖症药物10年可节省250亿美元。我认为这是未来的关键：在疾病发生之前预防，从根源上切断。

原文 (en)

the USC Schaefer Center, which is a third party that analyzes uh healthcare markets, put out a preprint paper showing they estimate the US government will save $25 billion over 10 years by using more obesity drugs. So, I think this is a a key to the future, which is prevent disease before it starts, cut it off at its trunk.

Ricks认为肥胖药停药主要源于费用和保险覆盖问题，而非耐受性。

所以我认为关键并不是人们长期无法耐受这些药物，而是他们担心负担能力。我们需要更多的可及性和保险覆盖。

原文 (en)

So I think the key story here isn't that people don't tolerate the drugs over time. Um it's that they they worry about the affordability. We need more access and coverage.

Ricks强调选择性胰淀素受体激动剂lintide是礼来史上最大的三期项目，二期减重19%且胃肠副作用很低。

这是我们投入过的最大的三期项目，药物名为lintide，是一种高选择性胰淀素受体激动剂，是一种治疗肥胖的新机制，与GLP-1类似。

原文 (en)

It's large program actually the largest phase 3 program we've ever invested in with a drug called lintide. This is a highly selective amalin receptor agonist. A new mechanism to treat obesity similar to GLP-1.

David Ricks表示礼来已掌握提交retatrutide申请所需的全部临床数据，剩下的障碍是生产准备工作。

我们已经拥有提交所需的全部临床数据

原文 (en)

all the clinical data we need to submit

Ricks 警告不应让全球药品供应依赖单一国家，并指出中国在药物创新和生产中的份额不断扩大。

我们不希望醒来后发现，我们想要或需要的每一种药物都来自同一个国家。

原文 (en)

We don’t want to wake up in a world where every medicine we want or need is sourced from one country,

Ricks 直言加拿大在吸引药品生产、企业以及在患者医疗中采纳创新方面一直落后。

无论是作为生产目的地、公司落户地，还是作为患者医疗能够采纳这些创新并提升生命质量与寿命的地方，加拿大一直是落后者。

原文 (en)

As a destination for production, for company, and certainly as a place where patient care can adopt these innovations and elevate the quality and duration of life,” Ricks said, “it has been a laggard.”

Ricks 表示加拿大未能把科研人才转化为经济活动，必须现在选择是否拥抱生命科学，否则吸引临床试验和发展产业将更困难。

那是一种国家资源，但没有转化为经济活动，我认为这很可惜。现在是这个国家和其他国家做出选择的时刻，要不要拥抱生命科学和制药。想要招募临床试验、引进新药或发展产业，只会越来越难。

原文 (en)

“That’s a national resource, but it has not been converted into economic activity, and I think that’s a shame.” “It’s a time for choosing, for this country and others, about whether you want to embrace life sciences and pharma,” he added. “It will get more difficult faster to recruit trials, get new medicines here or to grow an industry.”

David Ricks表示，礼来在休斯顿投资65亿美元的工厂将在美国本土生产最新减重药物，供应国内和全球市场。

我们很高兴在得克萨斯州这个伟大的州为我们最新的“美国制造药品”基地破土动工。这笔65亿美元的投资将改变数千万肥胖患者的境遇。我们将在得克萨斯州生产礼来的最新产品，并运送给国内及全球的患者。

原文 (en)

We are thrilled to break ground on our latest 'medicines made in America' site in the great state of Texas. This $6.5 billion investment will help change the game for tens of millions of people suffering from obesity. We will make and ship Lilly's latest products from Texas to people here at home and around the world.

Ricks认为口服GLP-1药物和Medicare临时Bridge准入计划正在显著扩大GLP-1市场。

礼来 CEO David Ricks 在 9 月接受 CNBC 采访时表示，口服药和 Medicare 的临时 Bridge 准入计划正在显著扩大 GLP-1 市场。

原文 (en)

Lilly CEO David Ricks argued in a September CNBC interview that pills and Medicare's temporary Bridge access program were meaningfully expanding the GLP-1 market.