https://simplecast.com inSpired Mike Rockefeller, Co-Chief Investment Officer of Woodline, manager of the Woodline | Spire funds, sits down with executives building tomorrow’s great companies. Candid, strategic conversations. For investors, by an investor. This is inSpired. 2026 Woodline Partners en Wed, 22 Apr 2026 01:04:56 +0000 Wed, 22 Apr 2026 15:52:22 +0000 https://inspired.simplecast.com inSpired https://image.simplecastcdn.com/images/4ef4df3a-04bc-4773-8c19-19906cb05202/d9c51c99-839e-48c7-b345-67e576f135ce/3000x3000/inspired-show-thumb-1x1.jpg?aid=rss_feed https://inspired.simplecast.com episodic Mike Rockefeller, Co-Chief Investment Officer of Woodline, manager of the Woodline | Spire funds, sits down with executives building tomorrow’s great companies. Candid, strategic conversations. For investors, by an investor. This is inSpired. Woodline false https://feeds.simplecast.com/Nd4lgMxg mergers and acquisitions, deal making, private equity, corporate strategy, venture funding, founders, finance, growth, financial markets, economic trends, entrepreneurship, market insights, portfolio companies, executive leadership, leadership podcast, investing, m&a, hedge fund, scaling, innovation, partnerships, tech startups, series a, leadership, investor insights, fundraising, woodline partners, woodline, woodline spire, ceos, startups, growth equity, capital markets, seed stage, founder stories, venture capital, disruptive companies, wealth building, ceo, investment strategy, business strategy, series b, success stories, fintech Woodline ce58f65d-090b-4734-b007-4c40b11818b5 Dave Ricks, CEO of Eli Lilly: How a 150 Year Old Company Keeps Winning On this episode of inSpired, Mike Rockefeller, Co-Chief Investment Officer of Woodline, manager of the Woodline | Spire funds, sits down with Dave Ricks, Chair & CEO of Eli Lilly, at its headquarters in Indiana.

 

Ricks dives into the market for GLP-1s, a wide range of potential future applications, and upcoming pipeline drugs like retatrutide and eloralintide.

 

They explore obesity pricing dynamics, Lilly's direct to consumer strategy, drug compounding, and internal vs. external innovation.

 

A sharp, insightful look at science, strategy, and leadership from the CEO who built Eli Lilly into the most valuable healthcare company in the world.

 

This is inSpired.

 

 

__________________________________________________________________________

00:00:00  - inSpired with Dave Ricks

00:01:25  - Thriving for 150 years

00:06:50  - Obesity market size

00:10:45  - 100 million patients possible?

00:11:30  - Next generation weight loss therapies

00:15:08  - Retatrutide

00:18:28  - Orforglipron and eloralintide

00:23:48  - Brain health, immunology, and cancer

00:27:32  - Lilly Direct

00:35:55  - Price stability through innovation

00:38:45  - Innovators vs. compounders

00:42:13  - Neuroscience

00:47:38  - M&A: opening the aperture

00:53:04  - What inspires Dave Ricks?

00:57:28  - Navigating a complex healthcare landscape

01:00:39  - 10-year goals

________________________________________________________________________________________________________________________________

Mike Rockefeller is the Co-CIO of Woodline® Partners LP ("Woodline"), manager of the Woodline | Spire funds. All opinions expressed by Mike and podcast guests are solely their own opinions and do not reflect the opinion of Woodline.

Guests appearing on this podcast may maintain, or may have maintained, business relationships with Woodline or its affiliates. The views expressed by any guest do not constitute an endorsement or testimonial of Woodline.

This podcast is for educational and informational purposes only, is not directed at any investors or potential investors in any Woodline fund and should not be relied upon as a basis for investment decisions. Funds managed by Woodline, including the Woodline Spire℠ funds, may maintain positions in the securities discussed in this podcast. Any discussion of the past performance of any investment, sector, or market is not indicative of any future results.

www.woodlinepartners.com

Be sure to follow us on X/Twitter: @inSpiredPodX

Episode Credits:
Directed by: Brian Thompson / BT Design & Creative
Produced, Edited, and Mixed by: Dillon Mortensen Films
Artwork designed by: BT Design & Creative
Music Licensed through: Epidemic Sound

 

]]> Wed, 22 Apr 2026 01:04:56 +0000 Woodline https://inspired.simplecast.com/episodes/dave-ricks-ceo-of-eli-lilly-how-a-150-year-old-company-keeps-winning-4vMDfMdV On this episode of inSpired, Mike Rockefeller, Co-Chief Investment Officer of Woodline, manager of the Woodline | Spire funds, sits down with Dave Ricks, Chair & CEO of Eli Lilly, at its headquarters in Indiana.

 

Ricks dives into the market for GLP-1s, a wide range of potential future applications, and upcoming pipeline drugs like retatrutide and eloralintide.

 

They explore obesity pricing dynamics, Lilly's direct to consumer strategy, drug compounding, and internal vs. external innovation.

 

A sharp, insightful look at science, strategy, and leadership from the CEO who built Eli Lilly into the most valuable healthcare company in the world.

 

This is inSpired.

 

 

__________________________________________________________________________

00:00:00  - inSpired with Dave Ricks

00:01:25  - Thriving for 150 years

00:06:50  - Obesity market size

00:10:45  - 100 million patients possible?

00:11:30  - Next generation weight loss therapies

00:15:08  - Retatrutide

00:18:28  - Orforglipron and eloralintide

00:23:48  - Brain health, immunology, and cancer

00:27:32  - Lilly Direct

00:35:55  - Price stability through innovation

00:38:45  - Innovators vs. compounders

00:42:13  - Neuroscience

00:47:38  - M&A: opening the aperture

00:53:04  - What inspires Dave Ricks?

00:57:28  - Navigating a complex healthcare landscape

01:00:39  - 10-year goals

________________________________________________________________________________________________________________________________

Mike Rockefeller is the Co-CIO of Woodline® Partners LP ("Woodline"), manager of the Woodline | Spire funds. All opinions expressed by Mike and podcast guests are solely their own opinions and do not reflect the opinion of Woodline.

Guests appearing on this podcast may maintain, or may have maintained, business relationships with Woodline or its affiliates. The views expressed by any guest do not constitute an endorsement or testimonial of Woodline.

This podcast is for educational and informational purposes only, is not directed at any investors or potential investors in any Woodline fund and should not be relied upon as a basis for investment decisions. Funds managed by Woodline, including the Woodline Spire℠ funds, may maintain positions in the securities discussed in this podcast. Any discussion of the past performance of any investment, sector, or market is not indicative of any future results.

www.woodlinepartners.com

Be sure to follow us on X/Twitter: @inSpiredPodX

Episode Credits:
Directed by: Brian Thompson / BT Design & Creative
Produced, Edited, and Mixed by: Dillon Mortensen Films
Artwork designed by: BT Design & Creative
Music Licensed through: Epidemic Sound

 

]]> Dave Ricks, CEO of Eli Lilly: How a 150 Year Old Company Keeps Winning Woodline 01:03:31 On this episode of inSpired, Mike Rockefeller, Co-Chief Investment Officer of Woodline, manager of the Woodline | Spire funds, sits down with Dave Ricks, Chair & CEO of Eli Lilly, at its headquarters in Indiana. Ricks dives into the market for GLP-1s, a wide range of potential future applications, and upcoming pipeline drugs like retatrutide and eloralintide. They explore obesity pricing dynamics, Lilly's direct to consumer strategy, drug compounding, and internal vs. external innovation. A sharp, insightful look at science, strategy, and leadership from the CEO who built Eli Lilly into the most valuable healthcare company in the world. This is inSpired. ___________________________________________________________________ Mike Rockefeller is the Co-CIO of Woodline® Partners LP ("Woodline"), manager of the Woodline | Spire funds. All opinions expressed by Mike and podcast guests are solely their own opinions and do not reflect the opinion of Woodline. Guests appearing on this podcast may maintain, or may have maintained, business relationships with Woodline or its affiliates. The views expressed by any guest do not constitute an endorsement or testimonial of Woodline. This podcast is for educational and informational purposes only, is not directed at any investors or potential investors in any Woodline fund and should not be relied upon as a basis for investment decisions. Funds managed by Woodline, including the Woodline Spire℠ funds, may maintain positions in the securities discussed in this podcast. Any discussion of the past performance of any investment, sector, or market is not indicative of any future results. On this episode of inSpired, Mike Rockefeller, Co-Chief Investment Officer of Woodline, manager of the Woodline | Spire funds, sits down with Dave Ricks, Chair & CEO of Eli Lilly, at its headquarters in Indiana. Ricks dives into the market for GLP-1s, a wide range of potential future applications, and upcoming pipeline drugs like retatrutide and eloralintide. They explore obesity pricing dynamics, Lilly's direct to consumer strategy, drug compounding, and internal vs. external innovation. A sharp, insightful look at science, strategy, and leadership from the CEO who built Eli Lilly into the most valuable healthcare company in the world. This is inSpired. ___________________________________________________________________ Mike Rockefeller is the Co-CIO of Woodline® Partners LP ("Woodline"), manager of the Woodline | Spire funds. All opinions expressed by Mike and podcast guests are solely their own opinions and do not reflect the opinion of Woodline. Guests appearing on this podcast may maintain, or may have maintained, business relationships with Woodline or its affiliates. The views expressed by any guest do not constitute an endorsement or testimonial of Woodline. This podcast is for educational and informational purposes only, is not directed at any investors or potential investors in any Woodline fund and should not be relied upon as a basis for investment decisions. Funds managed by Woodline, including the Woodline Spire℠ funds, may maintain positions in the securities discussed in this podcast. Any discussion of the past performance of any investment, sector, or market is not indicative of any future results. longevity, tirzepatide, woodline spire, eli lilly ceo, healthcare trends, neuroscience, eloralintide, mounjaro, direct to consumer healthcare, zepbound, incretin drugs, trillion dollar company, founder mindset, retatrutide, eli lilly, biotech innovation, weight loss drugs, healthcare economics, future of medicine, orforglipron, preventative medicine, healthcare investing, mike rockefeller, peptides, cardiometabolic health, brain health, telehealth, obesity drugs, r&d strategy, inspired podcast, long term thinking, ceo interview, immunology, business strategy, pharma business model, biotech, pharmaceutical industry, drug pricing, scaling companies, woodline, drug development, biotech investing, glp-1 drugs, innovation at scale, durable companies, woodline partners, lilly direct, alzheimer’s research, dave ricks false full 1