{"version":"market-claims.v1","claim":{"id":"mcl_df086566372a6f0cf4","url":"/trace/claims/mcl_df086566372a6f0cf4","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"The $51 billion blockbuster behind this trillion-dollar drugmaker loses 90 to 95% of its price the day it goes off patent, and generics eat the rest.","confidence":0.72,"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"LLY","name":"LLY","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=2rfOGHIQxt4&t=5611s","sourceUrl":"https://youtube.com/watch?v=2rfOGHIQxt4","timecode":"93:31","startMs":5611000,"endMs":null,"excerpt":"So Lilly today is— Lilly today is a $1 trillion company, right? Or just about. But I think the issue really in biotech with gains of $100 trillion would be the patent cliff."},"performance":{"entryPrice":1150,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"multi-year","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"source":{"platform":"YOUTUBE","title":"WWDC, Jobs Up Stocks Down, VC Horror Stories, Cars and Planes","sourceUrl":"https://youtube.com/watch?v=2rfOGHIQxt4","publishedAt":"2026-06-08T19:34:13.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=2rfOGHIQxt4&t=5611s","sourceUrl":"https://youtube.com/watch?v=2rfOGHIQxt4","timecode":"93:31","startMs":5611000,"endMs":null,"excerpt":"So Lilly today is— Lilly today is a $1 trillion company, right? Or just about. But I think the issue really in biotech with gains of $100 trillion would be the patent cliff.","quote":"So Lilly today is— Lilly today is a $1 trillion company, right? Or just about. But I think the issue really in biotech with gains of $100 trillion would be the patent cliff.","speaker":"Samuel Hume"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"LLY","name":"LLY","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":1150,"currency":"USD","observedAt":"2026-06-08T19:34:13.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"LLY","assetClass":"EQUITY","price":1150,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:LLY","observedAt":"2026-06-08T19:34:13.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}