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Biotech 2050 Podcast

Brian Hilberdink on Boehringer’s U.S. Growth, AI & Pharma’s Next Frontier

21 min episode · 2 min read
·
Brian Hilberdink

Episode

21 min

Read time

2 min

Topics

Career Growth, Health & Wellness, Relationships

AI-Generated Summary

Key Takeaways

  • Private ownership as R&D advantage: Boehringer reinvests 27.5% of revenues into R&D — a figure Hilberdink describes as nearly unprecedented at its scale. Without quarterly analyst pressure, the company sustains long-term disease-shaping campaigns like "Detect the SOS" for chronic kidney disease, targeting 35 million Americans, most of whom are undiagnosed due to lack of UACR testing awareness.
  • Obesity market framing: Rather than competing against Novo Nordisk or Eli Lilly directly, Hilberdink frames the real obstacle as clinical inertia — only single-digit percentages of the estimated 100 million Americans with obesity currently receive evidence-based pharmacological treatment. Boehringer's obesity pipeline phase three data releases in 2026, with a launch anticipated in 2027.
  • Portfolio hedging across rarity tiers: Boehringer structures its portfolio across four commercial tiers — ultra-rare (HER2-mutant non-small cell lung cancer), medium-rare (interstitial lung disease via JASKADE), and primary care (Jardiance for type 2 diabetes and chronic kidney disease) — deliberately balancing high-value rare disease revenue against high-volume primary care to reduce pipeline and pricing risk.
  • AI deployment starting in commercial, moving to clinical: Boehringer's AI innovation unit currently generates returns in CRM and next-best-action omnichannel execution, providing real-time field feedback during new product launches. Hilberdink identifies clinical trial recruitment and accelerating drug development timelines as the next priority application areas where AI investment is being directed.
  • Competency-first indication selection: Boehringer evaluates new therapeutic areas by mapping adjacencies to existing expertise — respiratory competency led to interstitial lung disease breakthroughs after 36 failed phase three studies industry-wide, and metabolic disease expertise in type 2 diabetes naturally extends into obesity and liver health. Assets outside core competency, like the SKYRIZI molecule later licensed to AbbVie, are partnered rather than commercialized internally.

What It Covers

Brian Hilberdink, president of Boehringer Ingelheim's U.S. business, outlines the company's commercial strategy across chronic kidney disease, obesity, interstitial lung disease, and oncology, while addressing how private ownership, portfolio diversification, and early AI adoption shape its growth trajectory through 2027.

Key Questions Answered

  • Private ownership as R&D advantage: Boehringer reinvests 27.5% of revenues into R&D — a figure Hilberdink describes as nearly unprecedented at its scale. Without quarterly analyst pressure, the company sustains long-term disease-shaping campaigns like "Detect the SOS" for chronic kidney disease, targeting 35 million Americans, most of whom are undiagnosed due to lack of UACR testing awareness.
  • Obesity market framing: Rather than competing against Novo Nordisk or Eli Lilly directly, Hilberdink frames the real obstacle as clinical inertia — only single-digit percentages of the estimated 100 million Americans with obesity currently receive evidence-based pharmacological treatment. Boehringer's obesity pipeline phase three data releases in 2026, with a launch anticipated in 2027.
  • Portfolio hedging across rarity tiers: Boehringer structures its portfolio across four commercial tiers — ultra-rare (HER2-mutant non-small cell lung cancer), medium-rare (interstitial lung disease via JASKADE), and primary care (Jardiance for type 2 diabetes and chronic kidney disease) — deliberately balancing high-value rare disease revenue against high-volume primary care to reduce pipeline and pricing risk.
  • AI deployment starting in commercial, moving to clinical: Boehringer's AI innovation unit currently generates returns in CRM and next-best-action omnichannel execution, providing real-time field feedback during new product launches. Hilberdink identifies clinical trial recruitment and accelerating drug development timelines as the next priority application areas where AI investment is being directed.
  • Competency-first indication selection: Boehringer evaluates new therapeutic areas by mapping adjacencies to existing expertise — respiratory competency led to interstitial lung disease breakthroughs after 36 failed phase three studies industry-wide, and metabolic disease expertise in type 2 diabetes naturally extends into obesity and liver health. Assets outside core competency, like the SKYRIZI molecule later licensed to AbbVie, are partnered rather than commercialized internally.

Notable Moment

Hilberdink reveals that Boehringer received an unsolicited FDA Commissioner's Voucher for its HER2-mutant non-small cell lung cancer therapy — a rare regulatory recognition the company did not apply for, signaling the FDA's acknowledgment of the treatment's significance in a historically underserved patient population.

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Episode Transcript

Hello, and welcome to the BioTech 2,050 podcast. BioTech 2,050 is a think tank chronicling the disruptions changing the biotech industry over the next several decades. Check out our website at biotech2050.com. My name is Alok Tahee. I'm the CEO and cofounder of Vibe Bio. Vibe is an AI platform that helps pharma companies make strategic decisions. I'm really excited today to be recording this podcast interview live in San Francisco at JPM twenty twenty six. Today, I'm joined by Brian Hilberding, the president of The US business of Boehringer Ingelheim. And we're gonna be having a really interesting wide ranging conversation that spans the company, its foci across multiple therapeutic areas, how they think about growth in the future as well as everyone's favorite two letters, AI. Brian, thanks so much for joining us today. Yeah. Thanks for having me. I'm excited. Yeah. Well, you know, maybe kick it off. Love to hear about your background and how you got to where you are today. Thirty years ish? I couldn't tell. Yeah. In the innovative pharmaceutical industry. Started in sales at Novo Nordisk in Canada. And, you know, I'll try not to go through the long bio, but basically spent twenty six years at Novo Nordisk. Absolutely fantastic opportunity. Made six cross border moves within that company. So I went from Canada to Denmark, USA, Canada, Denmark, back to Canada, and then back to The United States. Really great run. After twenty six years, really wanted to get back into general management. I was heading up the commercial business at Novo Nordisk, and a really unique opportunity came up to head up a company in The US called LEO Pharma. LEO is also Danish, and it's actually the company that made insulin on behalf of Novo Nordisk going back to 1923. So I've always known about this common history and heritage, but the mission of LEO Pharma being a privately held company was turn The US into the primary growth engine, build up the medical dermatology company because that's the focus of the company, and then the plan is an eventual IPO. So really terrific, kind of felt like a once in a lifetime opportunity to take that journey. Went to Leo, spent three absolutely fantastic years there, and just a company to keep an eye on as, you know, the IPO. Hopefully, it will happen one of these days, but the company's made great strides. But in line with it, making great strides and having a great management team in place and helping to build up the portfolio. I felt like, not that, you know, the job is completely done, but there was an opportunity to go to Boehringer and go home. And in consultation with some great colleagues at Leo, made the decision that I would take the jump over to Boehringer. Really what it was at this point in my life experience to be able to come back to a company and lead at scale. Lead …

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