Afleveringen
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Dr. Stephen Hoge, Moderna’s head of R&D, joined the Vanguards of Health Care podcast to share his insights on the company’s groundbreaking work in messenger RNA. In this episode, Dr. Hoge and Bloomberg Intelligence’s Sam Fazeli take listeners into an in-depth conversation on how Covid was just the start of using mRNA as a way of treating disease. They also discuss Moderna’s cancer trials and its approach to rare diseases.
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“We’re here to lower the cost of prescription drugs for every American,” Mark Thierer, CEO of Waltz Health explains to Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Thierer joins BI senior health care analyst Jonathan Palmer to discuss Waltz’s Marketplace Search solutions for pharmacies and payers and why the upcoming launch of its Intelligent Specialty Engine is a game changer. He also shares his insights into the latest trends affecting the PBM industry.
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“We are driving the market to exome and genome testing with a goal of making multigene panels be a thing of the past” Katherine Stueland, CEO of GeneDx, tells Bloomberg Intelligence’s analyst Jonathan Palmer on this episode of the Vanguards of Health Care podcast. They discuss GeneDx’s 80% market share in exome sequencing, the evolution of the genetic testing market and why the company’s core mission is delivering clinically-actionable results in rare diseases.
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Penumbra keeps a two-page list of key thrombectomy opportunities and technologies to innovate that allows it to keep transforming, presently with its computed-assisted vacuum technology (CAVT) for removing clots from the body, CEO Adam Elsesser explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Elsesser sits down with BI analyst Matt Henriksson for an in-depth interview about Penumbra, how CAVT can sense the pressure differentials between clot and blood to suck clot when it’s there and close the valve when not in order to limit blood loss, and how a serendipitous lunch was enough for him to adapt and expand technology originally designed for neuro cases to also treat peripheral disease, which has become Penumbra’s largest and fastest-growing segment.
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Dexcom is expanding its portfolio of continuous glucose monitors (CGMs) with the launch of Stelo, balancing the needs of patients and payors to maximize the use of the technology, CEO Kevin Sayer explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Sayer sits down with BI analyst Matt Henriksson for an in-depth interview about how G7, Dexcom’s flagship CGM, is capturing share in every market it’s in, how the launch of Stelo opens up CGM access to nearly 25 million Type 2 diabetes patients in the US and how any patient can order the new CGM without a prescription.
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Enovis is well positioned in the orthopedic market, combining small-cap focus on product innovation with large-cap functionality, CEO Matt Trerotola tells Bloomberg Intelligence. That includes its commercial team, balance sheet and M&A, which let it penetrate some of the fastest-growing segments. In this Vanguards of Health Care podcast episode, Trerotola sits down with BI analyst Matt Henriksson for an in-depth interview about Enovis, how its technology has gained an edge in shoulders and ankles, how its focus on ambulatory surgical centers has created a niche in knees and hips and how it has honed its M&A prowess to continually add new innovation to its portfolio.
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When Wegovy was approved in 2021, patients began inquiring about whether Ro could build a product that would give them the “Ro experience” in weight loss: The company went to work at the end of 2021, spent all of 2022 building it, launched in 2023 and is now scaling up, CEO and co-founder Zachariah Reitano explains to Bloomberg Intelligence. In this episode of the Vanguards of Health Care podcast, Reitano sat down with BI analyst Jonathan Palmer to discuss how the Ro platform is uniquely positioned to scale in chronic care, the drivers of unprecedented demand for GLP-1 drugs, how taking friction out of the patient experience led to early success and why he’s trying to recreate his physician father with technology.
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Butterfly Network looks to streamline the ultrasound workflow and disrupt the incumbent market with its portable ultrasound technology that uses semiconductors instead of traditional crystals, CEO Joe DeVivo explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, DeVivo sits down with BI analyst Matt Henriksson to talk about Butterfly’s new iQ3 system that employs computer chips from TSMC (Taiwan Semiconductor Manufacturing Co.) to match the quality of traditional ultrasound, all in the palm of a physician’s hand. This has the potential to streamline ultrasound appointments as a point-of-care option that allows immediate scans and diagnostics.
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“People who engage with an Included clinician experienced an average of two additional healthy days per month,” Owen Tripp, CEO of Included Health, explains to Bloomberg Intelligence. Tripp joins BI analyst Jonathan Palmer for this episode of the Vanguards of Health Care podcast for a wide-ranging discussion on why “healthy days” are Included’s North Star, the evolution of navigation and why over 30% of the Fortune 500 has contracted with the company. The conversation also covers Included’s progress in leveraging its care-delivery franchise, work around identifying quality and how member-centric product design improves outcomes while creating value.
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CathWorks has developed a mapping platform for coronary arteries that streamlines cases, with a subscription model that can potentially accelerate its adoption and transition doctors away from traditional catheters, CEO Ramin Mousavi explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Mousavi sits down with BI analyst Matt Henriksson to talk about CathWorks, how the FFRangio technology takes a routine angiogram exam, or X-ray, and its in-house AI algorithm to create a 3D map of the arteries. He also discusses how the FastFFR clinical trial showed that using fractional flow reserve measurements has a 93% diagnostic accuracy, and the next steps in implementing a Netflix-style commercial model through its partnership with Medtronic.
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“We started this company looking at the current genomics field and evaluating the gap we’re trying to fill,” Molly He, CEO and co-founder of Element Biosciences, explains to Bloomberg Intelligence. Dr. He joins BI analyst Jonathan Palmer on this Vanguards of Health Care podcast episode to discuss the intricacies of building a new gene-sequencing instrument from scratch, the challenges of getting customers to adopt technology from new entrants and why the extension of the AVITI system beyond DNA into protein and cellular analysis is so important.
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IRhythm Technologies’ Zio ambulatory cardiac monitors have the potential to change how doctors screen for irregular heartbeats by combining miniaturized biosensors and AI data analytics into a patch, CEO Quentin Blackford explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Blackford sits down with BI analyst Matt Henriksson for an in-depth interview on iRhythm, how its Zio platform technology, powered by its second-generation AI network, allows patients to be monitored without disrupting their everyday lives and how the recent Camelot trial data shows Zio to be more accurate and less costly to the health-care system than traditional monitors.
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Caira Surgical is innovating radar technology to make it precise enough for use in navigating surgeons through knee-replacement procedures, where every millimeter matters for an accurate outcome, co-founders Jon Greenwald and Mort Meftah explain to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Greenwald and Meftah sit down with BI analyst Matt Henriksson for an in-depth interview about Caira, how sub-millimeter radar technology can be an improvement over traditional optical tracking for orthopedic surgery and the potential path to expand navigation and robotic capabilities within ambulatory surgical centers.
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Insulet is disrupting how patients can treat their diabetes, capitalizing on its differentiated Omnipod on-the-body delivery technology, 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 Omnipod patch pump technology, how on-the-body wear compares with traditional insulin pumps and opens access to patients still using syringes, and upcoming developments to expand its automated insulin-delivery technology to Type 2 diabetic patients.
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Johnson & Johnson has multiple robotic development projects that are set to expand its market-leading position in advanced surgical technology, Hani Abouhalka, company group chairman, Robotics & Digital, Johnson & Johnson Medtech, explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Abouhalka sits down with BI analyst Matt Henriksson to talk about developments in J&J’s multiple robotic platforms, including the Monarch system for bronchoscopy and urological procedures and the Ottava system designed for general surgery; and how J&J’s Ethicon presence helps drive a differentiated experience for surgeons.
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Stereotaxis is developing robotic capabilities to enhance procedures for treating atrial fibrillation, with several innovations in the works. In this Vanguards of Health Care podcast episode, CEO David Fischel sits down with Bloomberg Intelligence analyst Matt Henriksson for a discussion about how the company’s Robotic Navigation System helps patients and future prospects for the use of robotics in cardiology surgery.
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Amputation is never a desired outcome. That’s why Podimetrics is working on innovations, as well as public awareness, around early detection of diabetic ulcers to prevent unnecessary procedures, co-founder and CEO Jon Bloom explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Jon sits down with BI analyst Matt Henriksson for an in-depth interview about Podimetrics, the state of diabetic ulcers and why current guidelines may be waiting until it is too late for patients with diabetic foot complications. He also reflects on how his experience as an anesthesiologist paved the way to develop the SmartMat as an in-home touchpoint for these patients.
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"This decade will be defined by the affordability crisis and our vision as a company is to solve the affordability crisis in US healthcare," apree health CEO Donald Trigg explains to Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Trigg joins BI senior health care analyst Jonathan Palmer for a deep dive into apree's advanced primary care and digital engagement capabilities, how the combination of Vera Whole Health and Castlight positions the company to bring a differentiated solution set to help employers as well as health plans improve outcomes while lowering costs, and its progress in proving out its thesis across distinct market models.
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Eddii is driving its diabetes-management technology around the concept that patients require emotional support as much as a glucose reading, cofounder Farhaneh Ahmadi explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Farhaneh sits down with BI analyst Matt Henriksson for an in-depth interview about the company, its diabetes-management app and its partnership with Dexcom that provides further benefit with continuous glucose monitors. Eddii’s initial launch in middle America, where some patients are hundreds of miles away from the nearest endocrinologist, is also discussed.
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“It was pretty clear as we looked at pharmacy-cost trends that where we were and where we were trying to go was just unsustainable,” Paul Markovich, CEO of Blue Shield of California explains to Bloomberg Intelligence. Markovich joins BI analyst Jonathan Palmer on this Vanguards of Health Care podcast episode to discuss the details of the company’s new prescription model, why it’s walking away from traditional pharmacy-benefit managers arrangements and how the insurer is going to generate $500 million in savings on over $4 billion in annual drug spending. Blue Shield’s work-around digital innovation, value-based care and the potential of GLP-1 drugs are also highlighted.
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