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Published by Woodline Partners
Mike Rockefeller, Co-Chief Investment Officer of Woodline, manager of the Woodline | Spire funds, sits down with executives building tomorrow’s great companies. Candid, strategic conversations. For investors, by an investor. This is inSpired.
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On this episode of inSpired, Mike Rockefeller, Co-Chief Investment Officer of Woodline, is joined by his colleague Neetu Dhaliwal to sit down with Joe Kudla, Founder & CEO of Vuori, at its headquarters in Carlsbad, California. Kudla traces Vuori's path from an Encinitas garage to a global brand, its fabric-first design philosophy, and the decision to build the company on free cash flow. They explore community as a growth engine, moving into women’s apparel, the plan to reach 300 stores by 2030, expansion into China, and how merchandising discipline protects full-price selling and best-in-class margins. A sharp look at product, brand, and financial rigor. This is inSpired. ____________________________________________________________________________________________________ Mike Rockefeller is the Co-CIO of Woodline® Partners LP ("Woodline"), manager of the Woodline | Spire funds. All opinions expressed by Mike and podcast guests are solely their own opinions and do not reflect the opinion of Woodline. Guests appearing on this podcast may maintain, or may have maintained, business relationships with Woodline or its affiliates. The views expressed by any guest do not constitute an endorsement or testimonial of Woodline. This podcast is for educational and informational purposes only, is not directed at any investors or potential investors in any Woodline fund and should not be relied upon as a basis for investment decisions. Funds managed by Woodline, including the Woodline Spire℠ funds, may maintain positions in the securities discussed in this podcast. Any discussion of the past performance of any investment, sector, or market is not indicative of any future results. www.woodlinepartners.com Be sure to follow us on X/Twitter: @inSpiredPodX Episode Credits: Directed by & Artwork Designed by: Brian Thompson / BT Design & Creative Produced, Filmed, Edited, and Mixed by: Dillon Mortensen Films Music Licensed through: Epidemic Sound
On this episode of inSpired , Mike Rockefeller, Co-Chief Investment Officer of Woodline, sits down with Dr. Leonard Schleifer, Co-Founder, President & CEO of Regeneron, at its headquarters in New York. Len reflects on the 38-year journey of building Regeneron alongside co-founder Dr. George Yancopoulos, the company's deep pipeline, and the extraordinary story of treating President Trump for COVID-19. They explore the growth runway for Eyela and Dupixent, its late-stage pipeline spanning obesity, multiple myeloma, anticoagulation, and the C5 franchise, as well as the Regeneron Genetics Center, curing genetic deafness, AI in drug discovery, and the company's disciplined M&A philosophy. A candid take on science-first drug development and what it takes to succeed in the biotechnology industry going forward. This is inSpired . Recorded May 6, 2026. _____________________________________________________________________________________________________________________________ 00:00 inSpired with Dr. Leonard Schleifer 01:49 Founding Regeneron in 1988 08:04 Working with Dr. George Yancopoulos 11:44 Top Moments and the EYLEA Approval 15:05 Treating President Trump for COVID 19:22 EYLEA and EYLEA HD Today 20:18 Dupixent and the Type 2 Franchise 23:20 Next Generation Immunology 29:39 Obesity: A GLP That Lowers Cholesterol 33:42 Lynozyfic in Multiple Myeloma 34:50 Factor XI Anticoagulation 39:46 The C5 Franchise 42:48 The Regeneron Genetics Center 48:06 Curing Genetic Deafness 50:03 AI in Drug Discovery 52:17 M&A Philosophy 55:47 Succession and Advice for the Next Len _____________________________________________________________________________________________________________________________ Mike Rockefeller is the Co-CIO of Woodline® Partners LP ("Woodline"), manager of the Woodline | Spire funds. All opinions expressed by Mike and podcast guests are solely their own opinions and do not reflect the opinion of Woodline. Guests appearing on this podcast may maintain, or may have maintained, business relationships with Woodline or its affiliates. The views expressed by any guest do not constitute an endorsement or testimonial of Woodline. This podcast is for educational and informational purposes only, is not directed at any investors or potential investors in any Woodline fund and should not be relied upon as a basis for investment decisions. Funds managed by Woodline, including the Woodline Spire℠ funds, may maintain positions in the securities discussed in this podcast. Any discussion of the past performance of any investment, sector, or market is not indicative of any future results. www.woodlinepartners.com Be sure to follow us on X/Twitter: @inSpiredPodX Episode Credits: Directed by & Artwork Designed by: Brian Thompson / BT Design & Creative Produced, Edited, and Mixed by: Dillon Mortensen Films Music Licensed through: Epidemic Sound
On this episode of inSpired, Mike Rockefeller, Co-Chief Investment Officer of Woodline, manager of the Woodline | Spire funds, sits down with Dave Ricks, Chair & CEO of Eli Lilly, at its headquarters in Indiana. Ricks dives into the market for GLP-1s, a wide range of potential future applications, and upcoming pipeline drugs like retatrutide and eloralintide. They explore obesity pricing dynamics, Lilly's direct to consumer strategy, drug compounding, and internal vs. external innovation. A sharp, insightful look at science, strategy, and leadership from the CEO who built Eli Lilly into the most valuable healthcare company in the world. This is inSpired. __________________________________________________________________________ 00:00:00 - inSpired with Dave Ricks 00:01:25 - Thriving for 150 years 00:06:50 - Obesity market size 00:10:45 - 100 million patients possible? 00:11:30 - Next generation weight loss therapies 00:15:08 - Retatrutide 00:18:28 - Orforglipron and eloralintide 00:23:48 - Brain health, immunology, and cancer 00:27:32 - Lilly Direct 00:35:55 - Price stability through innovation 00:38:45 - Innovators vs. compounders 00:42:13 - Neuroscience 00:47:38 - M&A: opening the aperture 00:53:04 - What inspires Dave Ricks? 00:57:28 - Navigating a complex healthcare landscape 01:00:39 - 10-year goals ________________________________________________________________________________________________________________________________ Mike Rockefeller is the Co-CIO of Woodline® Partners LP ("Woodline"), manager of the Woodline | Spire funds. All opinions expressed by Mike and podcast guests are solely their own opinions and do not reflect the opinion of Woodline. Guests appearing on this podcast may maintain, or may have maintained, business relationships with Woodline or its affiliates. The views expressed by any guest do not constitute an endorsement or testimonial of Woodline. This podcast is for educational and informational purposes only, is not directed at any investors or potential investors in any Woodline fund and should not be relied upon as a basis for investment decisions. Funds managed by Woodline, including the Woodline Spire ℠ funds, may maintain positions in the securities discussed in this podcast. Any discussion of the past performance of any investment, sector, or market is not indicative of any future results. www.woodlinepartners.com Be sure to follow us on X/Twitter: @inSpiredPodX Episode Credits: Directed by: Brian Thompson / BT Design & Creative Produced, Edited, and Mixed by: Dillon Mortensen Films Artwork designed by: BT Design & Creative Music Licensed through: Epidemic Sound
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Observed September 15, 2026. Cached outside the daily freshness window; the positions keep the date they were taken on.
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