Vanguards of Healthcare by Bloomberg Intelligence

Cardiac monitoring “is a space that hasn’t seen disruption or innovation for 50 to 60 years, and we’re trying to disrupt that with our AI-powered Zio platform,” iRhythm CEO Quentin Blackford tells Bloomberg Intelligence. “And really, the focus is on how do we enable an earlier, more accurate diagnosis while reducing the workflow effects for our physicians?” In t...

"The first decision I had to make when I joined was whether to continue this anito-cel progam that now looks to be potentially best-in-class in myeloma," Rami Elghandour, CEO of Arcellx, shares with Bloomberg Intelligence analyst Sam Fazeli. The company embodies the dream of biotech investors -- raising a small amount of capital while on the cusp of getting a drug to market with a highly credible...

“We decided to come to the table with a health-plan model that enables what we like to call radical affordability,” said Ashok Subramanian, CEO and co-founder of Centivo, in this episode of the Vanguards of Health Care podcast. Subramanian joins Bloomberg Intelligence analyst Jonathan Palmer to discuss how Centivo’s approach to self-funded employer plans focuses on reducing costs...

“As US biotech companies, how do we continue to differentiate and create novel breakthrough assets? I think it’s leveraging AI,” said Sean McClain, founder and CEO of Absci. McClain and Christian Stegmann, senior vice president of drug creation, sit down with Bloomberg Intelligence analyst Andrew Galler in this episode of the Vanguards of Health Care podcast to discuss Absci&rsqu...

"The mission of Capital Rx is to give our country the infrastructure we need for the healthcare we deserve." AJ Loiacono, CEO and co-founder of Capital Rx, shares with Bloomberg Intelligence analyst Jonathan Palmer how his company is reshaping the pharmacy benefit management (PBM) industry by eliminating hidden costs and conflicts of interest. He explains how traditional PBMs profit from inflated...

"The conversation is the treatment in behavioral health, but clinicians spend too much time documenting instead of caring,” says Alon Joffe, CEO and cofounder of Eleos Health, in this episode of the Vanguards of Health Care podcast. Joffe joins Bloomberg Intelligence analyst Jonathan Palmer to discuss how Eleos is revolutionizing behavioral health care with AI-driven solutions that reduce ad...

“There’s no digital feedback loop in health care, you have it in Tesla, in Netflix, in Amazon — but not in the industry that impacts every life,” Terry Myerson, CEO of Truveta, explains to Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Myerson joins BI analyst Jonathan Palmer to discuss Truveta’s mission to aggregate and analyze health...

"We talk about the S-curve for technology and in the past we've said it can be 10 or 20 years before you reach the top. I think what's going to be really different about AI is that time frame is going to be massively compressed," Dr. Tony Wood, Chief Scientific Officer at GSK, explains to Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Dr. Wood joins BI analyst Sam...

“We sit at the intersection of those large-scale incumbents and entrepreneurs, to help bridge the gap,” Josh Flum, managing partner at LRVHealth, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Flum joins BI analyst Jonathan Palmer to discuss how LRV’s purpose-built model looks to identify and capitalize on durable long-term trends emerging i...

“The average benefit value for supplemental benefits was about $155 per member. Five years later, it was over $1,500 per member,” Robby Knight, CEO and cofounder of Soda Health, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Knight joins BI analyst Jonathan Palmer for a wide-ranging discussion on the rapid evolution of the supplemental-benefits ma...

Sequel is combining the experience of its four co-founders to develop the next generation of insulin pumps, aiming to provide better delivery capabilities, CEO Alan Lotvin tells Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Lotvin sits down with BI analyst Matt Henriksson for an in-depth interview on the path insulin pumps have taken over the past 50 years to close in o...

“Our mission is to make cancer less deadly through widely accessible next-generation early-detection blood tests.” Susan Tousi, CEO of Delfi Diagnostics, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Tousi joins BI analyst Jonathan Palmer to discuss the company’s fragment-based liquid biopsy technology and the immense opportunity to save lives through early...

Insulet’s Omnipod 5 automated insulin delivery (AID) system has avenues to expand as it’s revolutionized the way patients treat their diabetes, including the new indication for Type 2 diabetes, CEO Jim Hollingshead explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Hollingshead sits down with BI analyst Matt Henriksson for an in-depth interview on Insulet’s Omnip...

“When I looked at the industry, I saw a real opportunity set to build a best-in-class sector-focused fund,” Lynne Chou O’Keefe, founder and managing partner of Define Ventures, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. O’Keefe joins BI analyst Jonathan Palmer for a deep discussion into Define’s unique approach to health-care investing, emphasizing the im...

ClearPoint Neuro is changing brain surgery by developing a suite of new magnetic resonance (MR) navigation technology that aids minimally invasive procedures and drug-delivery capabilities, CEO Joe Burnett explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Burnett sits down with BI analyst Matt Henriksson for an in-depth interview on how the ClearPoint system hel...

ResMed’s leadership in sleep apnea stems from the combination of its digital-health ecosystem and new hardware to pair with smartwatches and wearables, CEO Mick Farrell tells Bloomberg Intelligence. The mix creates an end-to-end solution for diagnosis of sleep apnea, accelerated patient setup and resupply and proper data management to increase the adherence rate to 80%, he says. In this Vanguards...

“Our liquid biopsy test alone, we estimate one in four cancer patients in the US are getting it,” Helmy Eltoukhy, cofounder and co-CEO of Guardant Health, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Eltoukhy joins BI analyst Jonathan Palmer to discuss the underpinnings of the liquid biopsy revolution and how Guardant has stuck to its technology road map si...

Radical Catheter Technologies has developed a new design of catheters that takes ribbon technology of different stiffness (and colors straight out of a Dr. Seuss book) to make a near-infinite amount of transitions for optimized size and structure stability, Chairman Martin Dieck explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Dieck sits down with BI analyst Ma...

BioNTech has a broad and diversified cancer drug pipeline extending well beyond mRNA based approaches. Sam Fazeli, Senior Health Care Analyst, speaks to Ryan Richardson, Chief Strategy Officer, who explains the company’s approach to drug development, hopes for drug launches and what sets it apart from rivals. See omnystudio.com/listener for privacy information.

“Tempus is focused on the idea of bringing technology, and in particular artificial intelligence, to diagnostics by essentially combining a molecular result and then connecting that to clinical data for that patient.” Eric Lefkofsky, Founder and CEO of Tempus AI, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Lefkofsky joins BI analyst Jonathan Palmer for a d...

Paragon28 is entering the next chapter of foot and ankle surgery by developing enabling technology that customizes the procedure to the patient and eliminates a one-size-fits-all approach, CEO Albert DaCosta tells Bloomberg Intelligence. In this episode of the Vanguards of Health Care podcast, DaCosta sits down with BI analyst Matt Henriksson to talk about how the company started from the co-found...

ViiV Healthcare's Head of R&D, Dr. Kimberly Smith, meets with Bloomberg Intelligence senior analyst John Murphy to discuss the evolution of HIV therapy since the 1990s, what she sees as providing the next steps of treatment innovation and how close science may be to a cure. A wide-ranging discussion in this episode also includes topics such as drug access, pricing and clinical trial diversity....

 "If all goes well, Heartbeat Health will be a household name for the first referral from primary care for cardiology. It'll be easier than everyone else out there and less expensive than other referrals." Dr. Jeff Wessler, CEO and Founder of Heartbeat Health, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Dr. Wessler joins BI analyst Jonathan Palmer to discu...

Generate Biomedicines’ proprietary platform aims to use generative biology to upend traditional drug development across therapeutic protein modalities. Gevorg Grigoryan, chief technology officer, and Alex Snyder, chief medical officer, sit down with BI analysts Andrew Galler and Sam Fazeli to discuss the general state of AI in drug development and the unique capabilities of the Generate platform i...

AVS aims to redefine intravascular lithotripsy with its Pulse IVL System, which utilizes hydraulics technology to fracture calcified lesions and expand the diseased vessel with a single device, executive chair Mark Toland explains to Bloomberg Intelligence. In this Vanguards of Health Care episode, Toland sits down with BI analyst Matt Henriksson to discuss what differentiates the Pulse IVL System...