Health:Further

In this episode, we discuss the following topics and the latest developments shaping the healthcare landscape:Cigna and Humana Merger: We explore the potential implications of this significant merger and its impact on the industry's competitive dynamics.UHG's Reach and Scale: We analyze UnitedHealth Group's expanding influence and its implications for the broader healthcare market.CMS Physician Payment Changes: We discuss the recent adjustments in physician payments by CMS and their potential effects on healthcare providers.New CMS Programs: We highlight the introduction of new CMS programs and their potential impact on healthcare delivery and patient care.Global and Economic Power Shift: We examine the evolving global and economic dynamics and their influence on the healthcare industry.Please check out our Episode Resources below:------🔎RESOURCES🔎GDP, inflation data bolsters case that Fed is done hiking (Yahoo) // https://bit.ly/48inszhPersonal Income and Outlays, Oct. 2023 (BEA website) // https://bit.ly/3N5CuQICigna, Humana in Talks for Blockbuster Merger (WSJ) // https://on.wsj.com/411CpmRA Cigna + Humana merger may be on the horizon. Here's our take. (Advisory Board) // https://bit.ly/3RpYqbGUnited Health Group Investor Conference (UHG website) // https://bit.ly/3T7DqrBCMS Finalizes Physician Payment Rule that Advances Health Equity (CMS website) // https://go.cms.gov/3TbvuFBSurprise Medical Billing Law Heaps Pressure on Healthcare Providers (WSJ) // https://on.wsj.com/3T7DFD1HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

Dr. Tarun Kapoor, Senior VP and Chief Digital Transformation Officer at Virtua Health, discusses AI in healthcare, distinguishing different forms of AI, and the importance of allowing healthcare professionals to focus on their strengths. They also explore healthcare delivery in the US and collaboration between for-profits and nonprofits in the industry.

This episode covers a range of significant developments in the healthcare sector. Marcus and Vic discuss the impact of slowing inflation on healthcare costs, President Biden's research focus on women's health, the collaboration between Amazon and One Medical, the emergence of transparency in pharmacy benefit managers, and the latest advancements in healthcare AI. Join us as we explore these topics and gain valuable insights into the evolving landscape of the healthcare industry.Please check out our Episode Resources below:------🔎RESOURCES🔎CPI Report for Oct 2023 (US Bureau of Labor) // https://www.bls.gov/news.release/cpi.nr0.htmAs Rent Rises Cool, So Will Inflation (WSJ) // https://on.wsj.com/3uruVgqPresident Biden Announces Women’s Health Research (White House Press) // https://bit.ly/3G5hYLWNew York Plans Cyber Rules for Hospitals (WSJ) // https://on.wsj.com/3sDvKSUAmazon Prime Members: Primary Care Services For $9 Per Month (Forbes) // https://bit.ly/47Hp1X7Hackensack Meridian Health, Amazon's One Medical to open clinics (Modern Healthcare) // https://bit.ly/3MQoJVQSame Drug, Two Prices: Why the Higher Price Prevails (WSJ) // HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

In Episode 27 of the Health:Further podcast, Vic and Marcus discuss the first health system to adopt AI for patient care, the arrival of digital clones, and exciting AI stories. They also cover a healthcare news roundup, including Virtua Health's introduction of AI therapists and the ability to create AI clones with Delphi Jobs, Bezos, and Oppenheimer. Tune in for a concise and informative episode on the latest AI advancements in healthcare.Please check out our Episode Resources below:------🔎RESOURCES🔎Ohio Voters Enshrine Abortion Access in State Constitution (WSJ)Signature Loan Sale Likely to Lower Commercial-Property Values (WSJ)AbbVie, AstraZeneca and more face FTC's ire for 'improper' patent listings (Fierce Pharma)FTC Statement on Brand Drug Manufacturers’ Improper Listing of Patents in the Orange Book Eli Lilly Wins FDA Nod for Obesity Drug That Rivals Wegovy, Ozempic (Bloomberg)Open AI - Developer Day (YouTube)Meet Grok: Elon Musk's AI offering (Axios)Taiwanese startup 01.AI achieved a $1B valuation less than eight months (Business Insider)How Chinese influencers use AI digital clones of themselves to pump out content (Guardian)Clone Yourself with Delphi (website)Chat with any presidential candidate or stage your own debate (Chat2024 - website)Virtua Health is bringing on AI therapists amid provider shortage (Modern Healthcare)Woebot Health - creating new ways to deliver mental health care (website)HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

In this episode, Marcus and Vic engage in a healthy debate surrounding the crucial question of the government's role in regulating AI as they dive into the complexities of balancing innovation and ethical considerations, exploring the potential risks and benefits associated with various regulatory approaches. They also discuss the latest developments in federal policies impacting the tech industry, analyze the dynamic landscape of venture markets, and examine the unprecedented pharmacist walk-out, shedding light on the underlying factors driving this bold act of protest. Tune in for a captivating exploration of these topics as we navigate the ever-evolving intersection of technology, governance, and societal impact.Please check out our Episode Resources below:------🔎RESOURCES🔎Fed Extends Pause on Rate Hikes but Keeps Door Open to Moving Higher (WSJ) // https://bit.ly/3tZUHZbPharmacy staff from CVS, Walgreens stores in US start three-day walkout (Reuters) // https://bit.ly/40qzcwKAnother fallen ‘unicorn’: Olive AI sells assets, to wind down (Modern Healthcare) // https://bit.ly/40qznrUState of Private Markets: Q3 2023 (Carta Research) // https://bit.ly/3tYDfEvBiden Issues Executive Order on Safe, Secure, and Trustworthy AI (White House Fact Sheet) // https://bit.ly/40pxA6rGoogle Brain cofounder says Big Tech is inflating fears about the risks of AI because they want to dominate the market( Business Insider) // https://bit.ly/3Ssk3Jl2,851 Miles” Regulatory Capture Keynote Address by Bill Gurley Allin Summit // HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

Macro forces impacting healthcare industry, collapse of payor/provider status quo, financial strain driving defragmentation, impact of COVID-19 on healthcare workers, trends in payer provider dynamic, designing for Medicaid, GDP growth and household finances, shift towards capital-efficient seed stage companies, rising violence in American hospitals

Welcome to Episode 24 of Health:Further, where we dive into pressing healthcare issues and industry news. In this episode, we explore the challenges and innovations surrounding opioid treatment on the streets of Philadelphia. We also discuss three key announcements from the HLTH conference and Kaiser Permanente's resolution with labor. Join us as we examine many other topics surrounding the latest developments in healthcare! Please check out our Episode Resources below:------🔎RESOURCES🔎CPI Report for September (BLS Report) // https://bit.ly/3QtjNIQDEA Reports Widespread Threat of Fentanyl Mixed with Xylazine (DEA Report) // https://bit.ly/406XxYrHealth care ‘game-changer’? Feds boost care for homeless Americans (CNN) // https://bit.ly/407tyzC23andMe User Data Stolen in Credential Stuffing Attack (HIPAA Journal) // https://bit.ly/404rGayMain Street Health Announces $315M Round to Expand Into 26 States (Company Release) // https://bit.ly/45FXtzGDr. Marc Harrison tapped as CEO of General Catalyst's latest company (Modern Healthcare) // https://bit.ly/406GANEDelfi Diagnostics launches blood-based lung cancer screening test (Fierce Biotech) // https://bit.ly/46DNYCCAfter historic strike, Kaiser Permanente workers win 21% raise over 4 years (NPR) // https://bit.ly/3Q7FXyEHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

Closure of Carta startups, Gaetz's push to remove McCarthy, Kaiser Union Workers Strike, emotional importance of healthcare, challenges and potential transition of Republican Party, understanding the political divide, current state of healthcare companies and role of AI, challenges faced by healthcare workers and need for adequate compensation

In Episode 22 of Health:Further, we'll be covering a range of topics, including:Rite Aid plans to shutter stores in bankruptcy, and private equity-owned healthcare companies are merging in a $3 billion deal. The broken business model in the pharmaceutical industry hinders the development of new antibiotics, and a shortage of a life-saving cancer therapy persists. Elevance and Blue Cross Louisiana halt a proposed $2.5 billion deal. The FTC sues a private equity-backed anesthesia provider and Amazon for alleged monopolistic practices in the online marketplace. And many more! Please check out our Episode Resources below:------🔎RESOURCES🔎Rite Aid Plans to Shut Down Hundreds of Stores in Bankruptcy (WSJ) Private Equity-Owned Healthcare Companies to Join in $3 Billion Merger (WSJ)The World Needs New Antibiotics, but the Business Model Is Broken (WSJ)This Cancer Therapy is Lifesaving, but There Isn’t Enough of It (WSJ)Elevance, Blue Cross Louisiana halt $2.5B proposed deal (Modern Healthcare)FTC Sues Large Private-Equity-Backed Anesthesia Provider (Modern Healthcare)FTC Sues Amazon, Alleging Illegal Online-Marketplace Monopoly (WSJ)Amazon’s Thin Profit Margins and Growing Competition Undercuts the FTC’s Case (WSJ)Google Trial Spills Details on Search Engine’s Deals With Apple, & Samsung (WSJ)How a government shutdown affects Medicare, Medicaid benefits (Washington Post)------🔔SIGN UP FOR EPISODE NOTIFICATIONS🔔HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

In Episode 21 of Health:Further, we'll be covering a range of topics, including:"Republicans and the Lifesaving Government Initiative": Twenty years ago, the Republican Party initiated a groundbreaking government program that has had a profound impact on global AIDS prevention, saving a remarkable 25 million lives to date—equivalent to the entire population of Australia. However, there are concerns about whether Republicans will continue to support and uphold this medical triumph."Instacart's Valuation and Investor Woes": Instacart, a prominent startup in the grocery delivery industry, is currently aiming for a valuation of up to $10 billion. This represents a significant decrease from its peak valuation of $39 billion during the previous startup funding frenzy two years ago. Consequently, many investors who contributed nearly $1 billion during Instacart's last three funding rounds are now facing potential losses."Labor Strike Looms over Kaiser Permanente": In a recent development, tens of thousands of workers at Kaiser Permanente have voted to authorize a potential labor strike. The strike may be implemented if no contract deal is reached by September 30.And many more! Please check out our Episode Resources below:------🔎RESOURCES🔎Fed Holds Rates Steady but Pencils In One More Hike This Year (WSJ)Instacart IPO Is an Expensive Lesson for Venture Firms (WSJ)PEPFAR: AIDS Program renewal (NYT Op-ed) Elevance PBM CarelonRx launches prescription cost savings program (Healthcare Finance News) Carelon WebsiteLabor strike authorization at Kaiser (Fierce Healthcare)Kaiser Management Response (Press Release) FTC Chair Lina Khan to crack down on 'below radar' deals (YHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK