Health:Further 121 - Medicaid Cuts, AI Takeovers, and the Healthcare Power Struggle
Vic and Marcus discuss the latest developments in healthcare, policy, and technology, including major VC deals in medical claims automation and AI-driven medical coding, the rise of federated imaging networks, and the implications of a wearable defibrillator maker planning a $150M IPO. They analyze the House-passed GOP budget and its potential impact on Medicaid, as well as the White House’s push for price transparency in healthcare. The hosts cover Medicare Advantage enrollment trends, a proposed exchange for small businesses, and the privatization of Walgreens. Other topics include the end of the Ozempic shortage, Eli Lilly's $27B investment in U.S. manufacturing, AI advancements, cybersecurity risks, and Meta’s $200B AI data center expansion
Links:
3:12 - Camber gets $30M for medical claims automation Axios
6:45 - Avandra lands $17.5M to build out federated imaging network
7:09 - Wearable defibrillator maker Kestra Medical plots $150M IPO
8:43 - New ‘Dream Exchange’ Aims to List Black-Owned Companies
11:43 - House Passes G.O.P. Budget Teeing Up Enormous Tax and Spending Cuts
12:42 - House budget plan advances, paving way for major Medicaid cuts
16:08 - Price transparency enforcement gets a boost as Trump signs executive order HFMA
17:34 - BCBSA report: Addressing hospital, pharma costs could save $1T over next decade Fierce Healthcare
19:06 - Trump Team Weighs Pulling Funds for Moderna Bird Flu Vaccine
20:29 - Telehealth advocates turn up the pressure as Medicare deadline nears Axios
23:21 - Trump memo directs federal agencies, HHS to fire more employees and submit agency reorg plans
25:54 - Medicare Advantage growth slows as UnitedHealthcare nabs members, Humana sheds lives Healthcare Dive
28:09 - Walgreens' Breakup: Inside the Private Equity Takeover That Could Reshape the Pharmacy Giant Yahoo
29:17 - Semaglutide shortage ends as FDA sets deadline for compounders Pharmaceutical Technology
31:33 - Eli Lilly Plans to Spend $27 Billion on New U.S. Plants
34:28 - AstraZeneca’s Breast Cancer Drug Shows Positive Results In Late-Stage Trial
35:02 - Why We Don’t Trust Doctors Like We Used To
39:27 - First Measles Death Reported in Texas Outbreak
41:23 - Organ Transplant System ‘in Chaos’ as Waiting Lists Are Ignored
44:21 - Red Light Therapy Gets the Green Light, Sort Of
45:41 - AI Startup Anthropic Fi