How I Invest with David Weisburd

E193: GLP-1s, AI & the End of Sick Care: The Next $10B Health Tech Giant

Jul 30, 2025
Dr. Cameron Sepah, founder and CEO of Maximus, is revolutionizing healthcare by focusing on performance medicine instead of just treating sickness. He shares insights on how testosterone and GLP-1s can optimize health rather than merely manage conditions. Cameron discusses the critical role of AI in diagnostics and personal health coaching, revealing how it can transform patient experiences. He also highlights misconceptions around testosterone therapy and the need for rigorous clinical trials in health tech, setting a vision for proactive medicine's future.
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INSIGHT

Performance Medicine Paradigm Shift

  • Maximus pioneers "performance medicine," focusing on enhancing health and quality of life, not just treating sickness.
  • It targets healthy individuals aiming to optimize physical, mental, and emotional performance, not just cure illness.
ANECDOTE

Omada Health's Research Foundation

  • Cameron led clinical innovation at Omada Health, pioneering rigorous research with clinical trials proving online therapy's effectiveness.
  • This foundation of science-based evidence distinguishes Maximus from many telehealth companies that lack published research.
ADVICE

Efficient Research for Startups

  • Startups can publish research efficiently by focusing on new uses or delivery methods of FDA-approved drugs.
  • Conduct lean, targeted trials without full FDA approval when repurposing medications for healthier populations.
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