Vanguards of Healthcare by Bloomberg Intelligence

Epizódok

• 
  Why HC9 Believes Operators Make Better Venture Investors 23.07.2026 1ó

  “We are not a passive capital partner.” Richard Lungen of HC9 Ventures, joins fellow co-founder and general partner Charlie Falcone to explain why their venture firm is built around operators, not financiers. The pair sit down with Bloomberg Intelligence analyst Jonathan Palmer for a wide-ranging discussion of the firm’s operator-led approach to venture investing. They explain how relationships with hundreds of healthcare executives provide unique insight into where the industry is heading, why they spend as much time creating commercial traction as writing checks and how AI is reshaping everything from administrative workflows to clinical decision support. The conversation also examines the venture environment, healthcare’s biggest structural challenges and how their own cancer journeys have strengthened their mission to back companies capable of meaningfully improving patient care while generating strong investment returns.See omnystudio.com/listener for privacy information.
• 
  SR One Highlights Biotech's Latest Comeback Cycle 16.07.2026 59p

  “I think this is an incredible time to be investing in biotech.” Dr. Simeon George, founder and CEO of SR One, joins Bloomberg Intelligence analyst Sam Fazeli to explain why biotech’s next cycle will be global, selective and unforgiving. George traces SR One’s evolution from one of pharma’s oldest corporate venture arms to an independent firm with more than $2 billion raised. The conversation explores why AI’s real test is cutting development time and attrition, not just discovering targets, while also laying out SR One’s view on oncology crowding, neuro’s blood-brain-barrier challenge, China’s accelerating role in drug innovation and the importance of building companies around medicines that can truly change standard of care.See omnystudio.com/listener for privacy information.
• 
  Carrum Health Is Rewiring Specialty Care Around Value 09.07.2026 52p

  “You show me the incentive and I’ll show you the behavior,” says Sach Jain, founder and CEO of Carrum Health. Jain joins Bloomberg Intelligence analyst Jonathan Palmer to explain why misaligned incentives sit at the heart of specialty care’s cost problem. Jain details how Carrum built a value-based marketplace around curated centers of excellence, surgeon-level quality data, bundled payments and provider risk, giving employers more predictable costs while offering patients a guided care path with fewer surprise bills. He also discusses specialty care’s $2.5 trillion annual spending, Carrum’s reach across almost 7 million lives, its expanding health-plan partnerships and why AI can either intensify the fee-for-service arms race or help providers prevent complications when incentives are aligned.See omnystudio.com/listener for privacy information.
• 
  Butterfly Leads the Drive on Semiconductor to Make the Most Out of Ultrasound 02.07.2026 43p

  “It’s not just gonna be about image quality. It’s gonna be about image quality and interpretation”, Butterfly Network’s CEO Joe DeVivo explains to Bloomberg Intelligence. In this Vanguards of Healthcare podcast episode, DeVivo sits down with BI analyst Matt Henriksson for an in-depth interview to talk about Ultrasound-on-Chip imaging module and the potential of using semiconductor chips to streamline ultrasound as point-of-care option that allows immediate scans and diagnostics. They also discuss the development of Butterfly’s Apollo, a machine designed to be 20x more powerful than its current iQ3 that will create images closer to how the anatomy looks and power its recently announced partnership with Midjourney for a full-body tomographic-imaging machine that utilizes Butterfly’s Ultrasound-on-Chip imaging modules.See omnystudio.com/listener for privacy information.
• 
  Citizen Health’s Plan to Put an AI Advocate in Every Patient’s Pocket 25.06.2026 50p

  “The number one thing that results in a better outcome for someone who is sick is actually, ‘Do you have an advocate on your side?’” says Farid Vij, co-founder and CEO of Citizen Health. Vij joins Bloomberg Intelligence analyst Jonathan Palmer to explain how Citizen Health is building an AI-powered advocate for patients with rare and complex diseases. He discusses the company’s mission to aggregate longitudinal health data, support caregivers, accelerate research and create a future where personalized guidance replaces one-size-fits-all medicine.See omnystudio.com/listener for privacy information.
• 
  Distalmotion’s Approach to Spread Surgical Robots to More 18.06.2026 36p

  “It’s designed to be simple in a way, even though it’s an incredibly complex device”, Distalmotion CEO Greg Roche explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Roche sits down with BI analyst Matt Henriksson for an in-depth interview on the company, how its Dexter Robotic Surgery System and single-use instrument platform differentiates itself from others in the robotic market and how it can shorten the learning curve that can increase adoption of robots in ambulatory surgical centers.See omnystudio.com/listener for privacy information.
• 
  Bristol Myers on Why Neuroscience Could Be the Next Oncology 16.06.2026 1ó 3p

  “Neuroscience is what oncology was 20 years ago,” says Cristian Massacesi, Chief Medical Officer and Head of Development at Bristol Myers Squibb. Massacesi joins Bloomberg Intelligence pharmaceuticals analyst Sam Fazeli to discuss Bristol Myers’ push into neuroscience, including Alzheimer’s therapies aimed at tau, a protein tied to brain tangles in the disease. They also explore the company’s oncology pipeline, including PD-L1/VEGF bispecifics, next-generation antibody-drug conjugates and advances in multiple myeloma. Massacesi explains how Bristol is balancing internal innovation with external partnerships and why AI could fundamentally change the economics and success rates of drug development.See omnystudio.com/listener for privacy information.
• 
  Restor3D Combines AI with 3D Printing to Create Personalized Ortho Solutions 11.06.2026 40p

  “If you plan, the cases can go much more smoothly. And if you have patient-specific instrumentation, they can go much more quickly” says restor3D’s CEO Kurt Jacobus in this episode of Vanguards of Healthcare. He sat down with BI analyst Matt Henriksson to elaborate on personalized orthopedic implants, outlining how the win then for the surgeon is the capacity to complete more cases, with better patient outcomes reputationally, and the win for the facility is getting another case into the operating room.  The in-depth interview covered restor3D’s AI planning and 3D printing capabilities, its path in integrating the Conformis acquisition to allow it to compete against larger companies in the knee-replacement market and the upcoming launch of its patient app. He also discussed how his drive to use technology to solve problems led him from the consulting world to leading medtech companies. Listen to this episode on Apple Podcasts and Spotify.  See omnystudio.com/listener for privacy information.
• 
  AstraZeneca’s ASCO Readout on Oncology’s Next Wave 09.06.2026 57p

  “I think it’s the most exciting period in cancer discovery and development that I’ve experienced over the last 25 years,” says Susan Galbraith, executive vice president of oncology R&D at AstraZeneca. Galbraith joins Bloomberg Intelligence analyst Sam Fazeli fresh from the ASCO conference to unpack how ctDNA, earlier intervention and next-generation oncology platforms could reshape cancer care. They discuss AstraZeneca’s Stride regimen in liver cancer, Serena-6 in breast cancer, progress in pancreatic cancer and the company’s push across ADCs, bispecifics, CAR-T and radio conjugates.See omnystudio.com/listener for privacy information.
• 
  Ocular Therapeutix Cuts Blindness Toll 28.05.2026 23p

  “Forty percent of patients in this country alone in the first year drop out [of current retinal disease treatments] and every one of those patients ends up going blind. By far the most expensive disease in the world is blindness and the reason for that is really quite simple. It’s because the mortality doesn’t change, the use of resources skyrockets, but the mortality doesn’t change. In this country, every blind patient costs over $66,000 a year,” says Pravin Dugel, CEO of Ocular Therapeutix. “If we reduce that dropout rate by even 10% with Axpaxli, and I’m sure we’ll do even better, we’re talking about a quarter million fewer patients in this country alone who will not go blind. The impact of that, not just on a human basis but on an economic basis, is astronomical.” In this episode of the Vanguards of Healthcare podcast, Pravin sits down with Bloomberg Intelligence senior analyst Ann-Hunter van Kirk to discuss how the company can reduce the therapeutic and economic burden of retinal diseases.See omnystudio.com/listener for privacy information.
• 
  IRhythm Pushes a Proactive Approach to Monitoring 21.05.2026 46p

  “We’re seeing it already to much more of a preventative proactive monitoring to find these things earlier in the patient journeys and help eliminate and prevent and reduce downstream costs,” IRhythm Technologies CEO Quentin Blackford discusses the opportunities of remote monitoring with Bloomberg Intelligence. In this Vanguards of Healthcare podcast episode, Blackford sits down with BI analyst Matt Henriksson for an in-depth interview on iRhythm, how its Zio monitoring platform provides an end-to-end solution to monitor patients without disrupting their everyday lives, and its strategy to expand into the primary care setting to provide a more proactive approach to detect cardiac arrhythmias and other health signals. Listen to this episode on Apple Podcasts and Spotify.See omnystudio.com/listener for privacy information.
• 
  Pulse Biosciences Brings Differentiated Nanosecond Technology to PFA 14.05.2026 45p

  Based on long-term results, “the effectiveness of that nanosecond pulse electric field begins to look as if it is a step function ahead of first generation PFA,”  Pulse Biosciences CEO Paul LaViolette says, referring to the next stage of pulsed-field ablation innovation. In this Vanguards of Healthcare episode, LaViolette sits down with BI analyst Matt Henriksson for an in-depth interview about the potential benefits of nanosecond ablation technology to treat atrial fibrillation, which combines an ultrashort pulse duration with a high amplitude of voltage. LaViolette also discusses the commercial strategy behind the launch of its NANOPULSE-AF IDE pivotal study, following promising first-in-human trial results.See omnystudio.com/listener for privacy information.
• 
  RTW’s Rod Wong on Biotech’s Revival and the Global Shift 07.05.2026 49p

  “I think this is going to be the most eventful ASCO for biotech in a while,” says Dr. Roderick Wong, founder of RTW Investments, referring to the annual meeting of the American Society of Clinical Oncology. Wong joins Bloomberg Intelligence analyst Sam Fazeli on the Vanguards of Health Care podcast to break down biotech’s rebound, why fundamentals may finally be improving after a prolonged bear market and how China’s speed and cost advantages are reshaping global drug discovery. They also explore AI’s potential to improve clinical success rates, rare-disease regulatory flexibility and why oncology, neuropsych and immunology remain fertile ground for innovation.See omnystudio.com/listener for privacy information.
• 
  Cortica’s Plan to Bring Value-Based Care to Autism 30.04.2026 55p

  “It’s crazy to think that that would be the expectation in cancer care, yet we expect that of families in autism,” says Neil Hattangadi, CEO and co-founder of Cortica. Hattangadi joins Bloomberg Intelligence analyst Jonathan Palmer to explain why autism care remains so fragmented and how Cortica is trying to replace siloed services with a coordinated whole-child model. They discuss why applied behavior analysis (ABA) should be one tool, not the whole answer, how Cortica integrates medical and behavioral care, and why better coordination could ease the burden on families while improving outcomes.See omnystudio.com/listener for privacy information.
• 
  Xontogeny's Case for Drug Developers Over Storytellers 23.04.2026 52p

  “More than half of your time as a public company CEO is devoted to things that are not drug development,” Xontogeny CEO Chris Garabedian says. Garabedian joins Bloomberg Intelligence analyst Sam Fazeli on this episode of the Vanguards of Health Care podcast to explain why he earlier left the track of operating public companies to back biotech, where better decisions can create the biggest value inflections. He discusses what separates real drug developers from scientists, why early biotech mistakes are often irreversible, how Xontogeny evaluates new companies, and why AI may improve research tools faster than it transforms human biology.See omnystudio.com/listener for privacy information.
• 
  Roivant’s Playbook for Finding Value Others Miss in Biotech 16.04.2026 48p

  “In biotech, all of the ideas sound amazing and most of them don’t work.” Roivant CEO Matt Gline joins Bloomberg Intelligence analyst Sam Fazeli on this episode of the Vanguards of Health Care podcast to explain how the company tries to tilt those odds through an unconventional model built around focused, entrepreneurial “vants.” Gline discusses why Roivant targets overlooked or deprioritized large-pharma assets, how its structure is designed to preserve speed and accountability, and why clinical rigor, capital allocation and disciplined execution matter more than biotech hype. The conversation also explores orphan-style launches, FDA consistency, AI and the challenge of building durable value in a volatile biotech market.See omnystudio.com/listener for privacy information.
• 
  Virta Health’s Push to Reverse Metabolic Disease at Scale 09.04.2026 48p

  “We cannot fix a food problem with drugs,” says Sami Inkinen, CEO and co-founder of Virta Health. Inkinen joins Bloomberg Intelligence analyst Jonathan Palmer to explain why Virta is betting that reversing metabolic disease can become one of the most important cost and outcomes stories in health care. He details how the company combines nutrition therapy, intensive telemedicine and AI to deliver sustained weight loss, diabetes reversal and significant savings for employers and health plans. The conversation also explores Virta’s long commercialization path, its growing traction in the B2B market and why Inkinen believes disease reversal is a far bigger opportunity than simply managing chronic illness more efficiently.See omnystudio.com/listener for privacy information.
• 
  Athenahealth's Strategic Reset, Push for Speed in Ambulatory Care 02.04.2026 51p

  “We’re never moving fast enough,” says Bob Segert, CEO of Athenahealth. Segert joins Bloomberg Intelligence analyst Jonathan Palmer to explain the strategic reset that reshaped Athenahealth: cutting losing bets, doubling down on ambulatory care and building around its cloud-native athenaOne platform to drive operating leverage. The conversation covers Athena’s aggressive AI pivot, its open-platform strategy and why speed, product discipline and better physician economics will determine the next market winners.See omnystudio.com/listener for privacy information.
• 
  Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough 31.03.2026 59p

  “This deal [with Eli Lilly, announced on Sunday 29 March] is a combination of an asset licensing and collaboration. We’ve collaborated with Lilly in the past and they are actually one of the most active and expert users of our software,” says Alex Zhavoronkov, founder and co-CEO of Insilico Medicine. Zhavoronkov joins Bloomberg Intelligence pharmaceuticals analyst Sam Fazeli to explain how Insilico is using AI to compress drug-discovery timelines from years to months, pursue novel targets and compete with both big pharma and China’s fastest-moving biotech players. They also discuss the company’s rapid Lilly deal and why AI’s real edge may be before the clinic, not inside it.See omnystudio.com/listener for privacy information.
• 
  Abridge Moving AI From Scribing to Clinical Workflows 26.03.2026 51p

  “I think 2026 is the year of fundamental, agentic transformation of the workflow.” Abridge co-founder and CTO Zack Lipton joins Bloomberg Intelligence analyst Jonathan Palmer to share how the company grew from a research-heavy idea into one of health care’s breakout AI leaders. Lipton breaks down the limits of point solutions, the complexity of evaluating generative AI in medicine, and why he sees the future not as a better digital scribe alone, but as a unified platform that can guide documentation, billing and care decisions in real time.See omnystudio.com/listener for privacy information.