Health:Further 137 - Inside the UnitedHealth Crisis & What It Means for Healthcare’s Future
In this episode, Vic and Marcus cover a sweeping range of major developments in healthcare, policy, and the economy. They dive deep into the UnitedHealth Group crisis, discussing the CEO resignation, DOJ investigation, and stock collapse. They analyze inflation data, Microsoft layoffs, and U.S.-China trade pauses, while also breaking down emerging trends in biotech, AI-driven drug development, hospital discharge tech, and venture capital movement. The hosts explore RFK Jr.'s impact on CMS policy, Medicaid cuts, Roundup controversies, IPO market challenges, and gene-editing breakthroughs—all framed by their signature lens on innovation, impact, and policy shifts.
Links:
6:13 - Surprise U.S.-China Trade Deal Gives Global Economy Reprieve WSJ
9:07 - Mild April Inflation Captures Early Stages of Tariff Effects WSJ
9:57 - Microsoft Slashing Thousands of Workers, Including Management Jobs WSJ
11:16 - Clarium lands $27M to fortify hospital supply chains Axios
12:09 - Olio Secures $11M to Scale Care Coordination Platform HIT
13:30 - J&J, Eli Lilly join $85M financing for newly unveiled gene editing biotech Stylus Fierce Healthcare
15:19 - Somite, a developer of foundation models for the human cell, raised $47m in Series A. X
16:35 - Cohere Health lands $90M series C round to expand AI use cases Fierce Healthcare
17:24 - Pathos AI raises $365M at $1.6B valuation Axios
18:21 - State of Private Markets: Q1 2025 Carta
23:07 - CMS proposes crackdown on 'money laundering' provider tax policies Modern Healthcare
24:25 - Drugmakers Avoid Worst-Case Pricing Scenario for Now WSJ
25:14 - Trump Leadership: If You Want Welfare and Can Work, You Must NYT-Op
28:15 - $715B Medicaid cut passes House committee in reconciliation bill Healthcare Finance
30:23 - Trump Officials Balk at RFK Jr.’s Attack on Pesticides WSJ
31:17 - CMS Innovation Center Strategy to Make America Healthy Again CMS website
36:48 - UnitedHealth CEO Is Out, Sending Shares Plummeting WSJ
40:08 - UnitedHealth Group Is Under Criminal Investigation for Possible Medicare Fraud WSJ
51:46 - Omada Health Files to Go Public: Will It Be Successful? MedCity
53:06 - Eli Lilly Says Trial Patients Lost More Weight on Zepbound Than Rival’s Wegovy WSJ
53:44 - Bayer Shares Jump After Results Beat Expectations on Pharma Strength WSJ
54:10 - GSK Makes a Big Liver Disease Move With $1.2B Deal for Phase 3-Ready MASH Drug 54:10 - MedCity News