Speaking on \u201cThe Pomp Podcast\u201d with crypto investor and entrepreneur Anthony Pompliano Saturday, Visser said Eli Lilly\u2019s more than 150 years of research, clinical trial data and drug-development experience provide the foundation for specialized AI models that could give the company an edge in both healthcare and AI.<\/p>\n
Eli Lilly, whose flagship medicines include Type 2 diabetes treatment Mounjaro and weight-management drug Zepbound, is already the world\u2019s largest pharmaceutical company by market capitalization, with a valuation of more than $1 trillion.<\/p>\n
Why Data Could Be Lilly\u2019s Biggest Advantage<\/p>\n
Visser argued that Eli Lilly\u2019s greatest AI asset is its century-plus trove of proprietary research and clinical data, saying, \u201call the failures, all the successes, all that data actually matters\u201d when it comes to training specialized AI models for drug discovery.<\/p>\n
\u201cI\u2019ve joked before, I don\u2019t know if an asset management company\u2019s data is as valuable,\u201d Visser said, adding that Eli Lilly\u2019s vast repository of clinical and research data could provide a far stronger foundation for AI-driven drug discovery and development.<\/p>\n
Building An AI Ecosystem<\/p>\n
Beyond data, Visser emphasized Eli Lilly\u2019s growing investments in AI infrastructure and partnerships, noting that the company operates its own data center equipped with roughly 1,000 GPUs, allowing it to train and deploy specialized models using proprietary information.<\/p>\n
Visser believes these partnerships enables Eli Lilly to gain visibility into emerging ideas and technologies while continuing to expand its data advantage.<\/p>\n
Why AI Could Translate Into Revenue<\/p>\n
Unlike many AI-related investment themes, Visser believes Eli Lilly has a direct path to monetizing AI. <\/p>\n
He argued that AI can improve multiple stages of the pharmaceutical process, from drug discovery and clinical development to regulatory approvals.<\/p>\n
\u201cIf a drug company can get their entire process to FDA approval efficient, and at the same time they can benefit by selling better drugs, they are getting the revenue directly,\u201d Visser said.<\/p>\n
For Visser, Eli Lilly\u2019s ability to combine proprietary data, AI capabilities and drug development gives it a path to becoming both an AI leader and one of the world\u2019s most valuable companies.<\/p>\n
Price Action: Shares of Eli Lilly, which have gained about 48% in 52 weeks, closed marginally higher at 0.5% to $1131.42 Friday <\/p>\n