Big Picture Medicine

0:00 David Sinclair's controversial claim 1:39 Bull v bear case 6:23 David Sinclair's history of exaggerating and profiteering 8:34 Adam Neuman's involvement 11:40 Raising from unsophisticated investors 16:30 Why aren't big pharma interested in longevity? 22:45 Cynics are right, optimists get rich 25:26 Will a longevity drug be the most valuable therapeutic ever made 28:52 Feedback...

0:00 Why not let the builders build? Move fast and break things? 1:56 Why don't you ban people from googling their symptoms? 3:28 Is a disclaimer enough? 5:27 Why are LLMs difficult to regulate? 10:13 Move fast and kill patients — principal agent problem 12:23 People aren't idiots (they are) 14:20 Dr ChatGPT will never work 17:35 Spotting bubbles in healthcare 19:20 How much time does regu...

Daniel Ek (Spotify Founder) has raised $65M for his new longevity startup: Neko Health. 0:00 What is Neko Health 2:18 They're doing nothing new 5:33 The bull case; why it's going to be huge 7:47 How are they possibly going to make money!? 18:30 Why aren't they doing full body MRI? 20:26 The bear case; why this will fail 25:13 Smells a bit hypey 29:15 The risks of longevity startups and...

0:00 Leaked secret Apple health report 5:06 What Apple are up to in healthcare 9:21 Decentralised clinical trials 11:35 Apple healthcare leaked documents controversy 15:38 Apple is going to become a health insurer 23:07 Imran's advice to Tim Cook 26:11 Being a healthcare provider is unprofitable 28:12 Apple will make a longevity/subscription health play 30:27 Outro and feedback Links mentioned...

Huma is about to reach a 1 billion dollar valuation, and is thriving while other digital health companies are dying. But what’s their secret sauce? Dan Vahdat is the Johns Hopkins dropout — who meticulously studied the successful business practices of big pharma, and using these, has created the 'soonicorn' digital health company that’s about to take over the world of remote patient monito...

0:00 Intro 1:04 The genius business model of GetHarley 5:26 How important is marketing? 50% of revenue 14:57 Why aren't they doing cooler more innovative stuff? 22:38 What verticals would we expand GetHarley's biz model to 24:37 Vitamin vs painkiller 27:49 Why have investors put so much money into GetHarley? 31:00 Feedback and outro Links mentioned GetHarley, a skincare telehealth and cons...

0:00 Intro 0:20 DEA comes after DTC health startups 3:18 How DTC health startups hacked customer retention 10:30 Will this kill the economics of D2C health startups? 12:57 How would we solve the problem 15:30 New LLM Paper in Nature 28:18 Audience feedback and outro Links Mentioned Cerebral Pushed ADHD Prescriptions And Failed To Report Data Breaches, Ex-Executive Alleges In Lawsuit (Forbes): http...

Numan have raised $70M+ and are set to become the biggest men's digital health startup, ever. Here's how. From their eccentric Founder. 0:00 Intro 0:42 Valuation 1:46 Lessons from Calm.com 4:49 Raising aggressively 7:35 Successful entrepreneurs are not hyper intelligent 10:38 When to quit 14:43 The Social R Number 18:14 Being nice gets you nowhere 22:24 Numan's marketing genius 38:09 W...

0:00 Intro 0:18 Ali Parsa's Immigrant Story 1:57 Picking a Problem That Was Too Big 4:15 The Supply Induced Demand Problem 5:55 The Unit Economics Problem 7:37 The Misaligned Incentives Problem 10:11 The Friction Problem 12:06 The First Mover Disadvantage 13:30 Raising Too Much Money 14:55 The SPAC Problem 17:40 The Pig With Lipstick Problem 22:07 Should Founders be Liberal with the Truth? 26:...

0:00 Intro 0:38 VC Dirty Money (LP Sources) 8:30 Power Dynamics Founder vs VC 12:56 Trillion $ Alzheimer's Opportunity 14:26 Eli Lily's New Alzheimer's Blockbuster (?) Donanemab 19:01 More Issues with Donanemab Phase III Results 21:48 Will Anyone Pay for Donanemab? 24:13 Donanemab Side Effects 27:15 Startup Opportunities in Alzheimer's  31:34 Outro Articles Mentioned Founders need...

Papers Mentioned— ChatGPT better + more empathetic than human doctors (JAMA Int Med Paper): https://jamanetwork.com/journals/jamainternalmedicine/fullarticle/2804309 Detecting eye disease using AI (Nature Biomedical Engineering): https://www.nature.com/articles/s41551-022-00867-5 Predicting dementia using LLMs (PLOS Digital Health): https://pubmed.ncbi.nlm.nih.gov/36812634/ AI recognises race from...

0:00 Intro 0:32 Why are VCs so unhappy? 2:18 What’s hard about being a VC? 3:56 Hustle culture, FOMO, always-on culture in VC 9:54 Is it ever easy to become rich? 12:22 It’s time to build in healthcare 15:31 Why is healthcare so hard for big tech? 17:31 Reasons why healthcare is easier than you think 21:04 Imposter syndrome for tech people entering healthcare 24:03 Would you build another healthca...

Martin Shkreli is an American Investor, Pharmaceutical Executive and Hedge Fund Manager who became the most hated man in America in 2015 when he obtained the drug Daraprim and increased its price from $13.50 a pill, to $750 overnight. 0:00 Intro 1:56 The Big Short 8:04 How to price a drug 20:01 Should we price drugs like iPhones 25:36 Pharma's dirty secret with R&D spend 34:12 Why are we n...

Dr Ben Maruthappu is the the Co-founder and CEO of Cera Care; a digitally-enabled social care company which has raised over $400M dollars. He was made a Member of the Order of the British Empire in 2020. 0:00 Intro 0:47 Ben's story 6:10 How to have good ideas, at the right time 12:14 Good decisions Ben made with Cera to scale 21:07 Is the US greener pastures? 28:10 What healthtech can learn fr...

Dr Ala Alenazi is a TechBio Investor at Ascension and holds a PhD in Molecular Genetics from Cambridge University — she describes herself as a recovering scientist with extreme FOMO. 0:00 Intro 0:47 Being bombastic 3:32 Do PhDs make good VC investors? 10:38 How much of VC is luck? 12:47 Network building in VC 19:16 Getting deal flow 22:15 How to ask for things 24:43 Experience being a brown woman...

0:00 Intro 0:54 Is AI Too Powerful? 17:59 Outlive, Peter Attia's New Longevity Bible 45:16 Why Are Americans Dying So Young? Joined by:  Dr Adam Bataineh: Longevity doctor and Co-founder Span Health (acquired by EightSleep).  Dr Imran Mahmud: Investor, Oxford-trained doctor, ex-Mckinsey and Co-founder of NYE Health.  Dr Mustafa Sultan: Creator of Big Picture Medicine and Doctor.

Dr John Whyte is the Chief Medical Officer of WebMD, he’s also worked at Director level at the FDA and was also Chief Medical Expert at the Discovery Channel. 0:00 Intro 0:54 Anxiety as a content creator 2:33 Why should executives think like physicians? 7:23 Decision-making with limited information 10:47 Bayesian reasoning 12:57 Risk, acuity and stress 15:28 What should we NOT learn from physician...

0:00 Intro 1:00 AI drug development 7:04 Big picture impact of AI drug development 9:14 Counterintuitive facts about drug development 11:06 Why can't we just make novel drugs with AI? Biology is hard 19:06 Microsoft's GPT-4 healthcare play 26:48 The hardest thing about health startups 31:49 Outro Joined by:  Dr Adam Bataineh: Longevity doctor and Co-founder Span Health (acquired by EightSl...

Dr Shivdev Rao is a Cardiologist and CEO/Co-founder of Abridge, who have raised over $22M. Think of Abridge like an Alexa or Siri (or other voice assistant) that sits there whilst the physician and patient talk. Instead of the physician writing notes during the consult, or staying late and charting — Abridge listens to the conversation and writes up the notes for them. Similarly, instead of the pa...

0:00 Intro  1:27 Semaglutide (Wegovy) lowdown, use in longevity clinics  6:38 Is a 'pill for everything' a bad thing?  10:39 What's going to happen to all the DTC weight loss startups?  13:37 Is Semaglutide a TikTok conspiracy by big pharma?  14:55 The new alcohol-free alcohol, GABA  21:07 Where are all the big UK healthtech exits?  24:16 US investors/entrepreneurs are more ambitious ...

0:00 Intro  1:09 David Sinclair's New Startup   11:25 ChatGPT for Drug Development  28:32 Transhumanist Gene Editing to Sleep Less  37:38 Banter/Audience Feedback   Dr Adam Bataineh: Longevity doctor and Co-founder Span Health (acquired by EightSleep).  Dr Imran Mahmud: Investor, Oxford-trained doctor, ex-Mckinsey and Co-founder of NYE Health.  Dr Mustafa Sultan:...

Dr Ignacio Medrano is the Founder of Savana (raised $44M dollars with over 100 employees). They use AI to unlock all the value out of clinical records and produce real world evidence. 0:00 Intro 0:34 Ignacio's story 1:30 Learnings from Neurology -> Entrepreneurship 3:27 How to build good health products/services 5:03 Downsides of being a doctor in health entrepreneurship 7:21 Just in case vs ju...

Dr Stephanie Eltz is a Trauma Surgeon and CEO and Co-founder of Doctify, which is basically Yelp/Trustpilot for Doctors. They’ve raised >£22M dollar in funding to date.   0:00 Intro  0:41 Story  2:34 Motivations  3:47 Building Doctify  8:25 Why do you have grit? Early childhood  9:21 Are patient reviews good measures of a doctor?  13:53 There is no growth hack...

Jason Foster is the CEO of Ori Biotech; a cell and gene therapy company who have raised $139M in funding. He also sits on the boards of companies like GripAble, Credentially, and Auxita — and is an active angel investor. 0:00 Intro  0:34 Jason's story  5:31 What was your goal?  6:39 When did you make it?  8:31 Taking calculated risks in life  10:48 Creating value vs chasin...

Dr Adam Bataineh is a Longevity Doctor and Founder of Span Health (acquired by EightSleep).  0:00 Intro  0:15 Bryan Johnson's Blueprint Program  12:32 Spotify's Daniel Ek Enters Healthcare  22:27 VitaDAO Raises $4.1 (from Pfizer, Balaji Srinivasan...)