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“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 importance of both health-care and tech expertise. The two discuss the major trends shaping health care, including technology, consumerization and the evolution of the value chain. The podcast concludes with insights into the state of the market, including valuations, IPOs and potential consolidation.
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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 helps surgeons by leveraging live MR imaging for enhanced accuracy with deep brain stimulation and biopsies. He also outlines plans for a full market release of its PRISM Neuro Laser, and how SmartFlow can help drug delivery, with nearly 50 pharma and biotech partnerships for combination therapy.
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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 of Health Care episode, Farrell sits down with BI analyst Matt Henriksson for an in-depth interview about how the company started as a spinoff from Baxter to become the market leader in sleep-apnea treatments. Those include novel technologies such as the AirSense 11 continuous positive airway pressure (CPAP) device and n30i mask. Farrell believes the rise of GLPs will have a “Botox effect” on sleep apnea, as patients become more aware of the disease and doctors use all available tools, including ResMed’s CPAP devices, to treat it.
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“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 since its founding in 2012, launching products in each of the three major market categories. The conversations also covers the company’s recent approval of its Shield colorectal screening test as well as many of the scientific and commercial challenges to standing up the business.
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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 Matt Henriksson to talk about Radical Catheter, how he sees the FDA approval of the 7F Radical Catheter for neurovascular procedures as the first step in the next generation of endovascular access and delivery products, and how he took the efforts to create credibility of the novel technology by building out the intellectual property and manufacturing capacity ahead of time.
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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.
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“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 discussion on how Tempus built a multipurpose platform that generates unique insights not only for treating patients but also in drug discovery and speeding recruitment for clinical trials. The two cover how oncology is just the first beachhead, why it’s still early days for the company’s data business and the future of using algorithms in treatment.
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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-founder’s basement, how its technology built a cohesive commercial model to aid foot and ankle surgeons, including product and clinical support, and how it has developed the SMART28 ecosystem that gives surgeons the ability to calculate a patient-specific surgical plan focusing on both bone-reconstruction and soft-tissue balancing.
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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.
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"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 discuss the genesis of Heartbeat's decentralized cardiology practice, how the company iterated from a brick and mortar clinic to a virtual platform to speed access, and why keeping patient care at the center has improved outcomes.
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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 in developing novel biologics.
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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 from current technology to make it more flexible and durable. He also highlights first-in-human results, the next clinical milestones and the mounting market opportunity as an older demographic brings hardened lesions that require IVL technology.
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Think Surgical’s handheld robotic device miniaturizes the level of precision and accuracy orthopedic doctors expect from conventional, bigger surgical platforms, CEO Stuart Simpson explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Simpson sits down with BI analyst Matt Henriksson to talk about how the company developed the TMINI robot that provides a pin driver on a gyroscopic handheld for accurate bone resection. This platform eliminates the large form factor of other systems while giving surgeons the choice of which brand of knee implant to use.
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Asensus Surgical plans to develop augmented intelligence capabilities that digitize surgery to lower variabilities during procedures, drive better results and ultimately expand the adoption of robotics, CEO Anthony Fernando says. In this episode of Bloomberg Intelligence’s Vanguards of Health Care podcast, Fernando sits down with BI health care analyst Matt Henriksson to discuss Asensus, the current barriers that keep robotic surgery’s penetration rates low and its pending acquisition by Karl Storz. Asensus’ product pathway includes the next-generation Luna robotic system, including TrueWrist 5mm instruments as well as enhancements to its Intelligent Surgical Unit.
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Artificial intelligence is touching all aspects of drug development with a lot of focus, and potential noise, on the early stages of drug discovery. In this episode of Bloomberg Intelligence’s Vanguards of Health podcast BI’s Head of Global Industries Sam Fazeli discusses the contributions of machine learning, AI and AlphaFold 3 in drug discovery with Harren Jhoti, cofounder of Astex in 1999. Jhoti remains CEO of the group as part of Otsuka Pharmaceuticals. Astex’s pioneering work in fragment-based drug discovery has lead to three marketed oncology drugs, including Novartis’ Kisqali used for breast cancer. We delve into the steps in which AI can have meaningful impact and what this may mean for saving time in drug development and reducing the risk of drug failure.
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Eko Health realized that the one tool that every doctor has on their neck, the stethoscope, has not been updated for 200 years, and designed a way for AI to be incorporated for early detection of heart failure, co-founder and CEO Connor Landgraf says. In this episode of Bloomberg Intelligence’s Vanguards of Health Care podcast, Landgraf talks with BI analyst Matt Henriksson about how the company was founded and how the Sensora Cardiac Disease Detection Platform can provide early identification of heart failure as a first-of-its-kind non-invasive test. By using algorithms and big data to detect small signals from electrocardiograms that are invisible to physicians, the technology can help shift the overarching trend in health care away from being reactive to patients symptoms, when it may be too late for treatment, and toward detecting disease before symptoms arise.
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Onward Medical is driving the path to help paraplegics with spinal cord injuries (SCI) regain their lives, including one patient who is now able to play his guitar again, CEO Dave Marver tells Bloomberg Intelligence. In this episode of the Vanguards of Health Care podcast, Marver sits down with BI analyst Matt Henriksson for an in-depth interview about the company, key takeaways from the recent publication of the Uplift trial by Nature and how Onward’s developments differ from others that use brain-computer interfaces (BCI). The medical-technology provider connects BCI to its ARC platform to restore movement of the human body, instead of simply using the patient’s thoughts to control computer functions.
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"We analyze vocal biomarkers in near real time and correlate that to a clinical diagnosis and create an algorithm that then can independently identify a range of different diseases in the human voice during conversation," Henry O'Connell, CEO and Co-founder of Canary Speech, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. O'Connell joins BI analyst Jonathan Palmer to discuss the company's origins, its unique approach to vocal analysis using over 2,500 speech features and its commitment to clinical validation through partnerships with leading healthcare institutions. The conversation touches on Canary's foundational team, extensive patent portfolio and platform approach that enables the development of models for a wide range of diseases.
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EDAP can treat prostate cancer by focusing ultrasound waves at just the target region, similar to how a magnify glass can focus light from the sun so intensely that it can burn a piece of paper, allowing it to eliminate the cancer while limiting side effects, CEO Ryan Rhodes explains to Bloomberg Intelligence. In this Vanguards of Health Care episode, Rhodes sits down with BI analyst Matt Henriksson to talk about his path from Intuitive Surgical to lead EDAP, how the Focal One robot uses high intensity focused ultrasound, or HIFU, to ablate prostate cancer without needing an incision or removing the whole prostate and how the HIFI Study shows that Focal One can be a viable alternative to radical prostatectomy.
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Haemonetics, a medical-device maker that focuses on markets including blood and plasma collection, is evolving to expand broadly with more diversification and greater sustainability over time, all with the view that good products win, CEO Chris Simon explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Simon sits down with BI analyst Matt Henriksson to talk about Haemonetics and how its has built out its hospital franchise with M&A to include high-growth segments that diversifies the company beyond its traditional blood and plasma collection businesses. He also shares his views on how medtech companies need to have products with competitive advantages as the hospital environment rationalizes and whittles down the number of medtech suppliers they use.
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