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Vanguards of Health Care by Bloomberg Intelligence

Latest episodes

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Nov 21, 2024 • 58min

Delfi Diagnostics Marries Fragmentomics, Machine Learning in Cancer Detection

“Our mission is to make cancer less deadly through widely accessible next-generation early-detection blood tests.” Susan Tousi, CEO of Delfi Diagnostics, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Tousi joins BI analyst Jonathan Palmer to discuss the company’s fragment-based liquid biopsy technology and the immense opportunity to save lives through early cancer detection. Starting with lung cancer via its FirstLook test, Delfi expects to expand more broadly into other cancer types and applications like monitoring with a focus on access and affordability. The conversation touches on the company’s core values and the large opportunity set afforded by recent funding rounds.See omnystudio.com/listener for privacy information.
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Nov 14, 2024 • 52min

Insulet Sees Long Ramp Treating Type 2 Diabetes with Omnipod 5

Insulet’s Omnipod 5 automated insulin delivery (AID) system has avenues to expand as it’s revolutionized the way patients treat their diabetes, including the new indication for Type 2 diabetes, CEO Jim Hollingshead explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Hollingshead sits down with BI analyst Matt Henriksson for an in-depth interview on Insulet’s Omnipod patch pump technology, how on-the-body wear compares to traditional insulin pumps and opens access to patients still using syringes, and expansion opportunities with Omnipod 5 in international markets and with the Type 2 diabetic cohort in the US.Find this and other Bloomberg Intelligence podcasts at BI PODCASTS <GO>. See omnystudio.com/listener for privacy information.
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Nov 7, 2024 • 55min

Reimagining Early Stage Investing with Define Ventures

“When I looked at the industry, I saw a real opportunity set to build a best-in-class sector-focused fund,” Lynne Chou O’Keefe, founder and managing partner of Define Ventures, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. O’Keefe joins BI analyst Jonathan Palmer for a deep discussion into Define’s unique approach to health-care investing, emphasizing the importance of both health-care and tech expertise. The two discuss the major trends shaping health care, including technology, consumerization and the evolution of the value chain. The podcast concludes with insights into the state of the market, including valuations, IPOs and potential consolidation.See omnystudio.com/listener for privacy information.
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Oct 31, 2024 • 48min

ClearPoint MR Focus Alters Brain Cases

ClearPoint Neuro is changing brain surgery by developing a suite of new magnetic resonance (MR) navigation technology that aids minimally invasive procedures and drug-delivery capabilities, CEO Joe Burnett explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Burnett sits down with BI analyst Matt Henriksson for an in-depth interview on how the ClearPoint system helps surgeons by leveraging live MR imaging for enhanced accuracy with deep brain stimulation and biopsies. He also outlines plans for a full market release of its PRISM Neuro Laser, and how SmartFlow can help drug delivery, with nearly 50 pharma and biotech partnerships for combination therapy. See omnystudio.com/listener for privacy information.
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Oct 24, 2024 • 55min

ResMed’s Ecosystem Fights Sleep Apnea

ResMed’s leadership in sleep apnea stems from the combination of its digital-health ecosystem and new hardware to pair with smartwatches and wearables, CEO Mick Farrell tells Bloomberg Intelligence. The mix creates an end-to-end solution for diagnosis of sleep apnea, accelerated patient setup and resupply and proper data management to increase the adherence rate to 80%, he says. In this Vanguards of Health Care episode, Farrell sits down with BI analyst Matt Henriksson for an in-depth interview about how the company started as a spinoff from Baxter to become the market leader in sleep-apnea treatments. Those include novel technologies such as the AirSense 11 continuous positive airway pressure (CPAP) device and n30i mask. Farrell believes the rise of GLPs will have a “Botox effect” on sleep apnea, as patients become more aware of the disease and doctors use all available tools, including ResMed’s CPAP devices, to treat it.See omnystudio.com/listener for privacy information.
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Oct 17, 2024 • 43min

Guardant Health's Tests Are Pioneering a Shift in Precision Oncology

Helmy Eltoukhy, co-founder and co-CEO of Guardant Health, a pioneer in precision oncology, shares insights on revolutionizing cancer diagnostics. He discusses the rise of liquid biopsies, emphasizing their non-invasive advantages and recent FDA approval for colorectal cancer screening. Eltoukhy delves into genomic sequencing's evolution, the integration of technology in diagnostics, and the significance of a patient-first mindset in healthcare decisions. With a focus on innovation, he highlights the challenges and triumphs in advancing cancer treatment.
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Oct 10, 2024 • 31min

Radical Catheter Upends Old Technology

Radical Catheter Technologies has developed a new design of catheters that takes ribbon technology of different stiffness (and colors straight out of a Dr. Seuss book) to make a near-infinite amount of transitions for optimized size and structure stability, Chairman Martin Dieck explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Dieck sits down with BI analyst Matt Henriksson to talk about Radical Catheter, how he sees the FDA approval of the 7F Radical Catheter for neurovascular procedures as the first step in the next generation of endovascular access and delivery products, and how he took the efforts to create credibility of the novel technology by building out the intellectual property and manufacturing capacity ahead of time.See omnystudio.com/listener for privacy information.
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Oct 3, 2024 • 38min

BioNTech's Richardson on Drug Pipeline

BioNTech has a broad and diversified cancer drug pipeline extending well beyond mRNA based approaches. Sam Fazeli, Senior Health Care Analyst, speaks to Ryan Richardson, Chief Strategy Officer, who explains the company’s approach to drug development, hopes for drug launches and what sets it apart from rivals.See omnystudio.com/listener for privacy information.
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Sep 26, 2024 • 53min

Tempus Transforming Care, Drug Discovery with AI

“Tempus is focused on the idea of bringing technology, and in particular artificial intelligence, to diagnostics by essentially combining a molecular result and then connecting that to clinical data for that patient.” Eric Lefkofsky, Founder and CEO of Tempus AI, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Lefkofsky joins BI analyst Jonathan Palmer for a discussion on how Tempus built a multipurpose platform that generates unique insights not only for treating patients but also in drug discovery and speeding recruitment for clinical trials. The two cover how oncology is just the first beachhead, why it’s still early days for the company’s data business and the future of using algorithms in treatment.See omnystudio.com/listener for privacy information.
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Sep 19, 2024 • 45min

Paragon28’s Smart Options for the Foot

Paragon28 is entering the next chapter of foot and ankle surgery by developing enabling technology that customizes the procedure to the patient and eliminates a one-size-fits-all approach, CEO Albert DaCosta tells Bloomberg Intelligence. In this episode of the Vanguards of Health Care podcast, DaCosta sits down with BI analyst Matt Henriksson to talk about how the company started from the co-founder’s basement, how its technology built a cohesive commercial model to aid foot and ankle surgeons, including product and clinical support, and how it has developed the SMART28 ecosystem that gives surgeons the ability to calculate a patient-specific surgical plan focusing on both bone-reconstruction and soft-tissue balancing. See omnystudio.com/listener for privacy information.

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