Vanguards of Healthcare by Bloomberg Intelligence

“I suspect that RNAi-based medicines will approach, rival, maybe even exceed what we’ve seen with monoclonal antibodies historically,” says John Maraganore, the CEO of JMM Innovations and founding CEO of Alnylam. He joins Bloomberg Intelligence’s senior pharmaceutical analyst Sam Fazeli to reflect on RNAi’s journey from scientific curiosity to durable drug platform. M...

“One of our busy surgeons said, when they do an aprevo procedure, it’s a boring day in the OR and that’s actually a good thing,” Carlsmed’s CEO Mike Cordonnier tells Bloomberg Intelligence, as he explains how the use of AI technology is the future for spine procedures. In this Vanguards of Health Care episode, Cordonnier sits down with BI analyst Matt Henriksson for a...

“Now we’re seeing how there are new medicines that act directly on the heart itself and less on downstream consequences of heart disease,” says Robert Blum, president and CEO of Cytokinetics. On this episode of Vanguards of Health Care, Blum speaks with Bloomberg Intelligence analyst Andrew Galler about Cytokinetics’ transition to a commercial-stage company following the ap...

“Health care creates friction everywhere — copays, approvals, pre-authorizations — and none of that matters when someone you love needs help right now,” says Glen Tullman, CEO of Transcarent, in his return to the Vanguards of Health Care podcast to explain why speed, access and simplicity are existential issues in US health care. In a wide-ranging conversation with Bloomber...

Despite all the noise -- tariffs, regulation, geopolitics -- the fundamentals are amazing, because our companies save people’s lives and the demand for innovation is absolutely real.” says Antoine Papiernik, Sofinnova Partners Chairman and Managing Partner. Speaking with Bloomberg Intelligence analyst Sam Fazeli, Papiernik explains why biotech remains a defensive, long-duration industr...

“Revenue cycle is really about solving two problems: generating an accurate receipt and then jumping through the fifty hoops to get paid.” says Dr. Michael Gao, CEO of Smarter Technologies. In this episode of Vanguards of Health Care, Gao joins Bloomberg Intelligence analyst Jonathan Palmer to explain how AI is transforming hospital revenue cycle management (RCM). He walks through Smar...

“Our mission is to create both strategic and financial returns by backing scalable technologies that can transform how biopharma operates.” Bill Taranto, president and general partner of the Merck Global Health Innovation Fund, joins Bloomberg Intelligence analyst Jonathan Palmer to break down how Merck’s $600 million evergreen venture arm invests at the intersection of biotech a...

“We were a very valuable deep-science company that had the wrong business strategy,” Zymeworks CEO Ken Galbraith tells Bloomberg Intelligence analyst Sam Fazeli on this episode of the Vanguards of Health Care podcast. In discussing the company’s strategic reset, Galbraith explains how Zymeworks shifted from a platform-heavy biotech to a partnership-driven model that balances inno...

Vanguards of Health Care: Penumbra Expands CAVT Awareness “With pulmonary embolism, just like with stroke and some other things, where there’s an acute moment usually happening — the patient’s not doing well, decompressing on the table — time matters a lot. And because of the STORM-PE trial, we have the data on what that device time is in a pretty rigorous randomized...

“Drug development has become slower and more expensive despite all the new technology,” says Eric Hughes, executive vice president of Global R&D and chief medical officer of Teva Pharmaceutical. “That’s caused by increased regulatory scrutiny, more needs for quality, more needs for real treatment effects. But we’re in a unique position where we can stay really hyp...

“AI agents are at the knee of the curve in terms of where things are headed,” says John Beadle, Aegis Ventures co-founder and managing partner. In this episode of the Vanguards of Health Care podcast, Beadle joins Bloomberg Intelligence analyst Jonathan Palmer to unpack Aegis’s thesis-driven approach to founding AI-native health-care companies. He details how its 14-system consor...

“In the case of iLet, we're going to say, this is how much insulin they're getting for what they consider to be a usual meal. And we learn that and we can set it that way. So we just take the responsibility of learning carb counting, which is really tough, off the user's plate. That's an extra level of automation that traditional pumps don't provide,” Beta Bionics CEO Sean Saint explai...

“If you’re not going overseas, you’re going out,” says Dr. Xingli Wang, Co-President of Fosun Pharma. He tells Bloomberg Intelligence’s Sam Fazeli how Fosun is transitioning from generics to novel medicines and positioning itself as a global innovator. With 90% of R&D now focused on oncology, autoimmune and neurodegenerative diseases, Wang details Fosun’s am...

“What you have to do in a market like that, where it’s highly genericized, is first you have to have a clinical differentiation,” says Richard Lowenthal, CEO of ARS Pharmaceuticals. “You have to have a benefit to the community, benefit to the patient population. Neffy achieves that very effectively by providing an option that’s very simple — it’s easy...

“In a world where we have so many wearables — smart rings, watches, glucose sensors — it’s challenging to integrate all of this information,” say Biolinq founder Jared Tangney and CEO Rich Yang. “So we decided to make it available to everybody in one device.” In this  Vanguards of Health Care  episode, the pair speak with...

“We were able to show multiple datasets that actually deliver against this vision that antibody drug conjugates can improve on and therefore displace chemotherapy” says Dr. Susan Galbraith, AstraZeneca’s EVP of oncology R&D. Galbraith joins Bloomberg Intelligence analyst Sam Fazeli to break down key findings from ESMO — from early-line HER2 breast cancer data to progres...

“The same was in neuro intervention for aneurysms, it was open clipping or it was endovascular. And I think that’s what’s happening in BCI. So there’s a bunch of craniotomy-based, open BCI companies, and then there’s an interventional approach”, Synchron’s founder and CEO Tom Oxley explains to Bloomberg Intelligence. In this Vanguards of Health Care podcas...

“It’s hard to overemphasize how broken we are in how we care for older adults.” says Seth Sternberg, CEO of Honor. Sternberg joins Bloomberg Intelligence analyst Jonathan Palmer to unpack how Honor’s AI-driven logistics and the Home Instead network tackle the hardest problem in home care: scaling quality. In this episode of the Vanguards of Health Care podcast they dive int...

“When we talk about spine, having 7D, which is a highly differentiable product for deformities, I think it’s giving us the basis to become a real player and help to solve the most complex issues into spine,” Orthofix’s CEO Massimo Calafiore says as he explains the future of spine navigation. In this Vanguards of Health Care episode, Calafiore sits down with Bloomberg Intell...

“We thought that the folks would only turn on stimulation when they felt faint or lightheaded, but in fact, they’re using the stimulation the entire waking day because the stimulation is stabilizing their blood pressure, more oxygenation is reaching their brain,” Onward Medical CEO Dave Marver explains in this Vanguards of Health Care podcast episode. Marver sits down with Bloomb...

“Doctors don’t want pharma reps to buy them dinner, right? They don’t. They want help in the five minutes that really matter,” Viz.ai’s CEO Chris Mansi and Salesforce’s Frank Defesche explain in this Vanguards of Health Care podcast episode. Mansi and Defesche sit down with Bloomberg Intelligence analyst Matt Henriksson to talk about Viz.ai and its agentic AI pl...

“Our vision as a company is to help eradicate cancer with tests that prevent it, detect it earlier and guide treatment,” says Kevin Conroy, CEO of Exact Sciences. He joins Bloomberg Intelligence analyst Jonathan Palmer on the Vanguards of Health Care podcast to trace Exact’s journey into a cancer-diagnostics leader. From Cologuard’s initial rise to its recently launched Col...

“We've been working with NVIDIA for a number of years now and we integrated a medical grade, GPU in our commercial product”, CEO Anne Osdoit explains to Bloomberg Intelligence in her description about how AI is being incorporated into Moon Surgical’s surgical robot. In this Vanguards of Health Care podcast episode, Osdoit sits down with BI analyst Matt Henriksson for an in-depth...

“Once a scientist, forever a scientist,” says Legend Biotech CEO Ying Huang as he joins Bloomberg Intelligence analyst Sam Fazeli to share his unconventional journey from the lab bench to Wall Street and back to biotech leadership. Dr. Huang explains how a dream led him from equity research to developing one of the most important CAR-T therapies for multiple myeloma. They explore the s...

“American medicine is the best in the world, but the American health-care system is not,” Akasa CEO Malinka Walaliyadde says. In this Vanguards of Health Care episode, Walaliyadde joins Bloomberg Intelligence analyst Jonathan Palmer to explore how Akasa is tackling the chaos of revenue-cycle management with AI. He explains why America’s overlapping payment models create inefficie...