Big Picture Medicine

Daniel Ek (Spotify Founder) has raised $65M for his new longevity startup: Neko Health. 0:00 What is Neko Health 2:18 They're doing nothing new 5:33 The bull case; why it's going to be huge 7:47 How are they possibly going to make money!? 18:30 Why aren't they doing full body MRI? 20:26 The bear case; why this will fail 25:13 Smells a bit hypey 29:15 The risks of longevity startups and early testing 35:41 The lowdown 37:47 Unexpected way of making $$$ 40:00 Outro and feedback Podcast Links YouTube: https://www.youtube.com/@bigpicturemedicine Apple: https://podcasts.apple.com/gb/podcast/big-picture-medicine/id1500446262 Spotify: https://open.spotify.com/show/5707RPmWOJkVZyUHNRSUfS?si=96c7fff6bccb456a People Dr Imran Mahmud: https://www.imranmahmud.com/ Dr Adam Bataineh: https://twitter.com/DrAdamBat / https://numenor.health Dr Mustafa Sultan: https://www.musty.io/

0:00 Leaked secret Apple health report 5:06 What Apple are up to in healthcare 9:21 Decentralised clinical trials 11:35 Apple healthcare leaked documents controversy 15:38 Apple is going to become a health insurer 23:07 Imran's advice to Tim Cook 26:11 Being a healthcare provider is unprofitable 28:12 Apple will make a longevity/subscription health play 30:27 Outro and feedback Links mentioned Apple Struggles in Push to Make Healthcare Its Greatest Legacy (Wall Street Journal): https://www.wsj.com/articles/apple-struggles-in-push-to-make-healthcare-greatest-legacy-11623832200 Podcast Links YouTube: https://www.youtube.com/@bigpicturemedicineApple: https://podcasts.apple.com/gb/podcast/big-picture-medicine/id1500446262 Spotify: https://open.spotify.com/show/5707RPmWOJkVZyUHNRSUfS?si=96c7fff6bccb456a People Dr Imran Mahmud: https://www.imranmahmud.com/ Dr Adam Bataineh: https://twitter.com/DrAdamBat / https://numenor.health Dr Mustafa Sultan: https://www.musty.io/

Huma is about to reach a 1 billion dollar valuation, and is thriving while other digital health companies are dying. But what’s their secret sauce? Dan Vahdat is the Johns Hopkins dropout — who meticulously studied the successful business practices of big pharma, and using these, has created the 'soonicorn' digital health company that’s about to take over the world of remote patient monitoring and decentralised clinical trials. 0:00 Intro 1:11 Focusing on one big thing is bullsh*t 6:33 Lessons from Jony Ive 10:02 Healthtech infrastructure play 16:04 'Ownership is everything' discussion 20:18 If you maximise impact, commercial will come 24:00 Bad design hurts me 28:56 You don't need to try and inspire anyone 30:35 Are you full of sh*t? 32:27 How does your life change when you 'make it'? 36:50 Is studying successful people a waste of time? 39:28 Outro Podcast Links YouTube:    / @bigpicturemedicine   Apple: https://podcasts.apple.com/gb/podcast... Spotify: https://open.spotify.com/show/5707RPm... People Dr Mustafa Sultan: https://www.musty.io/ Dan Vahdat https://www.huma.com/

0:00 Intro 1:04 The genius business model of GetHarley 5:26 How important is marketing? 50% of revenue 14:57 Why aren't they doing cooler more innovative stuff? 22:38 What verticals would we expand GetHarley's biz model to 24:37 Vitamin vs painkiller 27:49 Why have investors put so much money into GetHarley? 31:00 Feedback and outro Links mentioned GetHarley, a skincare telehealth and consultation platform, raises $52M (TechCrunch): https://techcrunch.com/2023/06/06/get... Podcast Links YouTube:    / @bigpicturemedicine   Apple: https://podcasts.apple.com/gb/podcast... Spotify: https://open.spotify.com/show/5707RPm... People Dr Imran Mahmud: https://www.imranmahmud.com/ Dr Adam Bataineh: https://twitter.com/DrAdamBat / https://numenor.health Dr Mustafa Sultan: https://www.musty.io/

0:00 Intro 0:20 DEA comes after DTC health startups 3:18 How DTC health startups hacked customer retention 10:30 Will this kill the economics of D2C health startups? 12:57 How would we solve the problem 15:30 New LLM Paper in Nature 28:18 Audience feedback and outro Links Mentioned Cerebral Pushed ADHD Prescriptions And Failed To Report Data Breaches, Ex-Executive Alleges In Lawsuit (Forbes): https://www.forbes.com/sites/katiejennings/2022/04/28/cerebral-pushed-adhd-prescriptions-failed-to-report-data-breaches-ex-executive-alleges-in-lawsuit/DEA's proposed telehealth rules pull back COVID-era remote prescribing flexibilities: https://www.fiercehealthcare.com/telehealth/deas-proposed-telehealth-rules-tighten-covid-era-remote-prescribing-regulations DEA extends telehealth prescribing flexibilities for 6 months: https://www.fiercehealthcare.com/health-tech/telehealth-providers-cheer-dea-moves-temporarily-extend-virtual-prescribing Health system-scale language models are all-purpose prediction engines (Nature): https://www.nature.com/articles/s41586-023-06160-y Podcast Links YouTube: https://www.youtube.com/@bigpicturemedicine Apple: https://podcasts.apple.com/gb/podcast/big-picture-medicine/id1500446262 Spotify: https://open.spotify.com/show/5707RPmWOJkVZyUHNRSUfS?si=96c7fff6bccb456a People Dr Imran Mahmud: https://www.imranmahmud.com/ Dr Adam Bataineh: https://twitter.com/DrAdamBat / https://numenor.health Dr Mustafa Sultan: https://www.musty.io/

Sokratis Papafloratos, the founder and CEO of Numan, a booming men's digital health startup, shares his vibrant journey in the health tech arena. He discusses the key to their $70M funding and what separates successful entrepreneurs from the rest. Papafloratos also emphasizes innovative marketing strategies, including the balance of kindness and assertiveness in leadership. With insights from his past experiences, he candidly reflects on entrepreneurship's ego and narrative power, while critiquing the missteps of others like Adam Neumann.

0:00 Intro 0:18 Ali Parsa's Immigrant Story 1:57 Picking a Problem That Was Too Big 4:15 The Supply Induced Demand Problem 5:55 The Unit Economics Problem 7:37 The Misaligned Incentives Problem 10:11 The Friction Problem 12:06 The First Mover Disadvantage 13:30 Raising Too Much Money 14:55 The SPAC Problem 17:40 The Pig With Lipstick Problem 22:07 Should Founders be Liberal with the Truth? 26:06 What Will the Next Health Unicorn Be? Articles Mentioned Babylon shareholders wiped out in restructuring deal: https://www.ft.com/content/ce42bcb7-d9ee-4667-910a-b6c7a419449b Podcast Links YouTube: https://www.youtube.com/@bigpicturemedicineApple: https://podcasts.apple.com/gb/podcast/big-picture-medicine/id1500446262 Spotify: https://open.spotify.com/show/5707RPmWOJkVZyUHNRSUfS?si=96c7fff6bccb456a People Dr Imran Mahmud: https://www.imranmahmud.com/ Dr Adam Bataineh: https://twitter.com/DrAdamBat / https://numenor.health Dr Mustafa Sultan: https://www.musty.io/

0:00 Intro 0:38 VC Dirty Money (LP Sources) 8:30 Power Dynamics Founder vs VC 12:56 Trillion $ Alzheimer's Opportunity 14:26 Eli Lily's New Alzheimer's Blockbuster (?) Donanemab 19:01 More Issues with Donanemab Phase III Results 21:48 Will Anyone Pay for Donanemab? 24:13 Donanemab Side Effects 27:15 Startup Opportunities in Alzheimer's  31:34 Outro Articles Mentioned Founders need to take a stand against VC's 'dirty money’: https://sifted.eu/articles/founders-vc-dirty-money Eli Lily Donanemab Phase III Press Release: https://investor.lilly.com/news-releases/news-release-details/lillys-donanemab-significantly-slowed-cognitive-and-functional Cost Effectiveness of Donanemab: https://pubmed.ncbi.nlm.nih.gov/35344024/ Podcast Links YouTube: https://www.youtube.com/@bigpicturemedicine Apple: https://podcasts.apple.com/gb/podcast/big-picture-medicine/id1500446262 Spotify: https://open.spotify.com/show/5707RPmWOJkVZyUHNRSUfS?si=96c7fff6bccb456a People Dr Imran Mahmud: https://www.imranmahmud.com/ Dr Adam Bataineh: https://twitter.com/DrAdamBat?s=20 Dr Mustafa Sultan: https://www.musty.io/

Papers Mentioned— ChatGPT better + more empathetic than human doctors (JAMA Int Med Paper): https://jamanetwork.com/journals/jamainternalmedicine/fullarticle/2804309 Detecting eye disease using AI (Nature Biomedical Engineering): https://www.nature.com/articles/s41551-022-00867-5 Predicting dementia using LLMs (PLOS Digital Health): https://pubmed.ncbi.nlm.nih.gov/36812634/ AI recognises race from black and white X rays (Lancet Digital Health): https://www.thelancet.com/journals/landig/article/PIIS2589-7500(22)00063-2/fulltext VC dirty money article: https://sifted.eu/articles/founders-vc-dirty-money 0:00 Intro 0:30 ChatGPT vs Doctors (JAMA Paper) 15:57 AI Better at Diagnosis than Doctors 30:57 Dirty VC Money 32:02 Audience Feedback Joined by: Dr Adam Bataineh: Longevity doctor and Co-founder Span Health (acquired by EightSleep). Dr Imran Mahmud: Investor, Oxford-trained doctor, ex-Mckinsey and Co-founder of NYE Health. Dr Mustafa Sultan: Creator of Big Picture Medicine and Doctor.

0:00 Intro 0:32 Why are VCs so unhappy? 2:18 What’s hard about being a VC? 3:56 Hustle culture, FOMO, always-on culture in VC 9:54 Is it ever easy to become rich? 12:22 It’s time to build in healthcare 15:31 Why is healthcare so hard for big tech? 17:31 Reasons why healthcare is easier than you think 21:04 Imposter syndrome for tech people entering healthcare 24:03 Would you build another healthcare startup? 25:12 Outro Joined by: Dr Imran Mahmud: Investor, Oxford-trained doctor, ex-Mckinsey and Co-founder of NYE Health.  Dr Mustafa Sultan: Creator of Big Picture Medicine and Doctor.