The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified Replay - 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)
Dec 30, 2024
Join Ambar Bhattacharyya, co-managing partner at Maverick Capital, as he explores transformative trends in healthcare. He shares insights on how AI and GLP-1 medications are reshaping the industry landscape. The discussion delves into the necessity for integrated specialties and the challenges with AI adoption, especially regarding diagnostic accuracy and patient privacy. Bhattacharyya emphasizes value-based care and the shift in consumer expectations, highlighting the financial implications for both providers and patients.
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Rural Healthcare Upbringing
- Ambar Bhattacharyya's father, an immigrant physician, moved the family frequently to underserved rural areas.
- This upbringing instilled in him a deep understanding of healthcare and a passion for community relationships.
GLP-1's Exponential Growth
- GLP-1 drugs are experiencing exponential growth, impacting various healthcare stakeholders.
- This creates derivative investment opportunities beyond pharma, like medication adherence and side effect management.
Cash-Pay Healthcare
- High-deductible health plans have unintentionally increased consumer out-of-pocket expenses.
- This shift has created a viable market for cash-pay healthcare models, changing consumer behavior.