Running Through Walls

Healthcare experts share a pessimistic outlook for 2025 based on new survey results, mixing humor with serious insights. They discuss AI's potential to enhance profitability, while highlighting skepticism about its current challenges. Economic hardships could lead to declines in elective procedures, raising concerns about NIH funding cuts. Recent changes in Medicare Advantage payments signal a shift towards prioritizing clinical outcomes, along with innovative ideas like food as medicine.

Punit Soni, CEO and Founder of Suki, joins Venrock partner Bob Kocher for a conversation about how AI will invisibly assume administrative burdens in healthcare, enabling a future where doctors get to do what they love – serving patients. They discuss building companies during generational step changes, advice for getting started in health tech, jumping on high-growth rocket ships, and more.

Charlie Glazer, Head of Healthcare Equity Capital Markets at Jefferies, joins Venrock partner Nimish Shah for a conversation on what will move the needle for the healthcare market in the months ahead. He shares advice on transactions including crossovers, reverse mergers, IPOs and also, his thoughts on what makes a strong management team, and how companies can prepare to impress public investors.

Jonathan Violin, CEO of Crescent Biopharma and experienced biotech leader, shares insights with Venrock partner Nimish Shah. They discuss groundbreaking strategies in cancer treatment and the rapid pace of drug development at Crescent. The conversation highlights the importance of stakeholder communication and an adaptable leadership style for CEOs. Violin also emphasizes the need for philosophical alignment in building effective startup teams and navigating the complexities of corporate boards in the dynamic biotech landscape.

Cameron Turtle, CEO of Spyre Therapeutics,Inc. speaks with Venrock partner Nimish Shah about Spyre’s priorities for 2025, building a collaborative and productive Board, how culture shines through when the going gets tough, and the best advice he's ever received.  This podcast was recorded in December 2024. Please be advised that comments made during this podcast contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements relating to Spyre Therapeutic, Inc.'s (“Spyre”) expectations regarding Spyre’s product candidates including their potential safety and efficacy, business and clinical trial plans, milestones and timelines. All statements other than statements of historical fact are forward-looking statements and are subject to numerous risks and uncertainties that could cause actual results to differ materially from those expressed in any forward-looking statements. For further details concerning these risks and uncertainties, please refer to Spyre's SEC filings, including its most recent annual report on Form 10-K and quarterly reports on Form 10-Q. These forward-looking statements are only as of the date they were made and are qualified in their entirety by reference to the cautionary statements herein. Spyre does not undertake or accept any duty to make any updates or revisions to any forward-looking statements.  

Bruce Perkins, healthcare advisor and former Humana leader, speaks with Venrock partners Bryan Roberts and Bob Kocher about how he built Humana into a juggernaut of Medicare Advantage and his prognostications for the industry amid CMS-HCC model version 28, GLP-1s, margin structure recovery, and ongoing drug price negotiations.

Bob Kocher and Bryan Roberts take the mic for a special episode highlighting their predictions for healthcare in 2025. They go deeper on their thoughts about Medicare Advantage under the new administration, how a resurgence of IPOs and M&A could play out, where Big Tech may actually be good at healthcare, and more. To read all 10 of their annual predictions, check out their article in Fortune Magazine.

Ashish Jha, Dean of Brown University’s School of Public Health, speaks with Venrock partners Bryan Roberts and Bob Kocher about the chapters of his career in public health before, during, and after the pandemic. He shares what he got right and wrong during his time as White House COVID-19 coordinator, how he managed 40-50 media interviews a day, where we have work to do on public health issues, and more. 

Elizabeth Pemmerl, Chief Revenue Officer at GitHub, speaks with Venrock partner Ethan Batraski to discuss her nearly decade-long journey with GitHub. Pemmerl shares how she transitioned from working in the public sector to GitHub, go-to-market strategies, balancing developer vs. enterprise needs, changing developer behavior and more. 

David Stark, Chief Medical Officer at Morgan Stanley, speaks with Venrock partner Bob Kocher to discuss his career journey from practicing medicine to taking a non-clinical role in business. Stark shares how he views his role as Chief Medical Officer, advice for other doctors who want to transition out of practicing medicine, what he’s proudest of at Morgan Stanley and more.