Vanguards of Health Care by Bloomberg Intelligence

“Health care is finally ready to operate at information speed,” says Jonathan Bush, co-founder and CEO of Zus Health. Bush joins Bloomberg Intelligence analyst Jonathan Palmer to explain why he believes health care is poised for a digital transformation. He unpacks how Zus uses AI and FHIR-native tools to pull patient data from fragmented sources, clean it and serve it back to providers in actionable form. From uncoveri...

"The idea is you could use AI and technology to help understand this data such that we can quantify it much more so, so that it can lead to much more objective decisioning rather than subjective decisioning,” Founder and CEO Wardah Inam explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Inam sits down with BI analyst Matt Henriksson for an in-depth interview to talk about Overjet, how its AI...

“Ease of use is what drives adoption,” Tandem Diabetes CEO John Sheridan explains to Bloomberg Intelligence about what can fuel further insulin-pump penetration. In this episode of Vanguards of Health Care, Sheridan sits down with BI analyst Matt Henriksson for an in-depth interview about Tandem’s Mobi pump, designed for discretion and simplicity, and the AI-powered Control-IQ Plus algorithm, now approved for both...

“We didn’t start Model to launch a company — we started it because no one else met our standards,” says Dr. Daniel Haders II, CEO and founder of Model Medicines. On this episode of Vanguards of Health Care, Haders speaks with Bloomberg Intelligence analyst Andrew Galler about building an AI-native drug discovery engine capable of identifying cryptic binding pockets and designing first-in-class drugs. They un...

“The most effective therapies for solid tumors are also the most toxic — and we need to fix that,” says Dr. John Connolly, chief scientific officer of the Parker Institute for Cancer Immunotherapy. In this episode of the Vanguards of Health Care podcast, Connolly tells Bloomberg Intelligence pharmaceutical analyst Sam Fazeli why managing toxicity is the key to unlocking CAR-T’s potential in solid tumors. The...

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 this episode of the Vanguards of Hea...

"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 partner. Arcellx and Gilead aim to ...

“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 without sacrificing quality. By le...

“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’s generative AI platform and deve...

"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 drug prices, creating a system wher...

"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 administrative burdens by 80% while e...

“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 data across 30 major US health sys...

"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 Fazeli to address the disconnect be...

“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 in health care. With only strategic ...

“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 market and the challenges Soda faced ...

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 on a truly automated delivery system...

“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 cancer detection. Starting with lun...

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 Omnipod patch pump technology, how on-th...

“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 te...