319: BioMarin's executive shakeup, a GLP-1 lowers diabetes risk, and a deep look at Recursion's AI bona fides
It's a guest-free episode this week, giving Allison, Adam and Elaine ample time to chat about the management shakeup at BioMarin, including the announcement that James Sabry, the former Roche dealmaker, was joining the company as its new chief business officer. We can't seem to go a week without talking about GLP-1 medicines, so in true form, Elaine walks us through new study findings that showed Lilly's Zepbound greatly reduced the risk of diabetes. We also discuss a separate study that potentially links GLP-1 drugs to a higher rate of suicidal thoughts. Lastly, Adam and Elaine interrogate Allison about her deeply reported corporate profile of AI drug developer Recursion. Is all the hype real?