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.
A relatively measured view from a top pharma CEO on where AI drug discovery stands today and what data infrastructure it still requires.
日前,播客节目《Cheeky Pint》发布了一期对礼来首席执行官 David Ricks 的访谈。在两个多小时的对话中,Ricks 与主持人 John Collison、Patrick Collison 谈到了 GLP-1 减肥药的未来、AI 在药物研发中的作用、临床试验为何如此昂贵,以及中国生物医药产业快速崛起带来的竞争。
作为全球市值最高的制药公司之一,礼来正处于快速增长阶段。其旗下的替尔泊肽(tirzepatide)以 Mounjaro 和 Zepbound 两个品牌分别进入糖尿病和体重管理市场,成为推动公司增长的重要产品。Ricks 在节目中表示,GLP-1 相关业务可能贡献了礼来约 80% 的市场价值,而投资者对公司研发效率和未来商业模式的预期,也支撑了其较高的估值。
但这场对话并不局限于减肥药。
#Eli Lilly#NVIDIA#LillyPod#David Ricks#Zepbound#Mounjaro#tirzepatide#orforglipron#Novo Nordisk