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1. Oct 8
   Eli Lilly CEO: AI drug discovery still needs far more biology data

   In an interview on the Cheeky Pint podcast, Eli Lilly CEO David Ricks said the company's LillyPod biomedical supercomputer — 1,016 NVIDIA Blackwell Ultra GPUs on a DGX SuperPOD B300 architecture — is being used to train biomedical AI models for drug discovery and molecular design, and that Lilly and NVIDIA plan to invest up to $1 billion over five years in a joint AI innovation lab. Ricks estimated humans understand only 10–15% of biology and said coverage may need to exceed 50% before AI can reliably predict complex biological systems, proposing round-the-clock robotic labs to generate the missing data. He also said China now accounts for roughly 30% of global drug development pipelines, and argued for about 12 years of clinical data exclusivity on top of patents for drugs that complete Phase III trials.

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