438. Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling (Ambar Bhattacharyya)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Evolution and Investment Trends in Healthcare
Exploring Maverick's deep thematic investment approach within the healthcare sector, focusing on identifying mega trends like GPTs and GLPs. Discussion includes the rise of AI in healthcare, exponential growth in prescriptions for GLP-1 drugs, and the impact on stakeholders. The chapter also delves into evolving consumer expectations, integrated care for chronic conditions, and the need for changes in healthcare professional education towards a systems engineering perspective.
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