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  • Joe Kudla, CEO of Vuori: The Discipline Behind a Decade of Growth
    9/1/26

    Joe Kudla, CEO of Vuori: The Discipline Behind a Decade of Growth

    Mike Rockefeller is joined by his colleague Neetu Dhaliwal to sit down with Joe Kudla, Founder & CEO of Vuori. 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.

  • Dr. Len Schleifer, CEO of Regeneron: Betting on Science and Saving a President
    6/2/26

    Dr. Len Schleifer, CEO of Regeneron: Betting on Science and Saving a President

    Mike Rockefeller sits down with Dr. Leonard Schleifer, Co-Founder, President & CEO of Regeneron. Len reflects on building Regeneron alongside co-founder Dr. George Yancopoulos, and the company's deep pipeline. 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.

  • Dave Ricks, CEO of Eli Lilly: How a 150 Year Old Company Keeps Winning
    4/22/26

    Dave Ricks, CEO of Eli Lilly: How a 150 Year Old Company Keeps Winning

    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.