Vanguards of Health Care by Bloomberg Intelligence

“In the case of iLet, we're going to say, this is how much insulin they're getting for what they consider to be a usual meal. And we learn that and we can set it that way. So we just take the responsibility of learning carb counting, which is really tough, off the user's plate. That's an extra level of automation that traditional pumps don't provide,” Beta Bionics CEO Sean Saint explains to Bloomberg Intelligence. In th...

“If you’re not going overseas, you’re going out,” says Dr. Xingli Wang, Co-President of Fosun Pharma. He tells Bloomberg Intelligence’s Sam Fazeli how Fosun is transitioning from generics to novel medicines and positioning itself as a global innovator. With 90% of R&D now focused on oncology, autoimmune and neurodegenerative diseases, Wang details Fosun’s ambition to move from a China-based m...

“What you have to do in a market like that, where it’s highly genericized, is first you have to have a clinical differentiation,” says Richard Lowenthal, CEO of ARS Pharmaceuticals. “You have to have a benefit to the community, benefit to the patient population. Neffy achieves that very effectively by providing an option that’s very simple — it’s easy to carry, it’s very easy to ...

“In a world where we have so many wearables — smart rings, watches, glucose sensors — it’s challenging to integrate all of this information,” say Biolinq founder Jared Tangney and CEO Rich Yang. “So we decided to make it available to everybody in one device.” In this Vanguards of Health Care episode, the pair speak with Bloomberg Intelligence’s analy...

“We were able to show multiple datasets that actually deliver against this vision that antibody drug conjugates can improve on and therefore displace chemotherapy” says Dr. Susan Galbraith, AstraZeneca’s EVP of oncology R&D. Galbraith joins Bloomberg Intelligence analyst Sam Fazeli to break down key findings from ESMO — from early-line HER2 breast cancer data to progress in bladder and lung cancer. She d...

“The same was in neuro intervention for aneurysms, it was open clipping or it was endovascular. And I think that’s what’s happening in BCI. So there’s a bunch of craniotomy-based, open BCI companies, and then there’s an interventional approach”, Synchron’s founder and CEO Tom Oxley explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Tom sits down with BI an...

“It’s hard to overemphasize how broken we are in how we care for older adults.” says Seth Sternberg, CEO of Honor. Sternberg joins Bloomberg Intelligence analyst Jonathan Palmer to unpack how Honor’s AI-driven logistics and the Home Instead network tackle the hardest problem in home care: scaling quality. In this episode of the Vanguards of Health Care podcast they dive into matching the right caregiver to t...

“When we talk about spine, having 7D, which is a highly differentiable product for deformities, I think it’s giving us the basis to become a real player and help to solve the most complex issues into spine,” Orthofix’s CEO Massimo Calafiore says as he explains the future of spine navigation. In this Vanguards of Health Care episode, Calafiore sits down with Bloomberg Intelligence analyst Matt Henriksson for ...

“We thought that the folks would only turn on stimulation when they felt faint or lightheaded, but in fact, they’re using the stimulation the entire waking day because the stimulation is stabilizing their blood pressure, more oxygenation is reaching their brain,” Onward Medical CEO Dave Marver explains in this Vanguards of Health Care podcast episode. Marver sits down with Bloomberg Intelligence analyst Matt Henri...

“Doctors don’t want pharma reps to buy them dinner, right? They don’t. They want help in the five minutes that really matter,” Viz.ai’s CEO Chris Mansi and Salesforce’s Frank Defesche explain in this Vanguards of Health Care podcast episode. Mansi and Defesche sit down with Bloomberg Intelligence analyst Matt Henriksson to talk about Viz.ai and its agentic AI platform that connects medical scans ...

“Our vision as a company is to help eradicate cancer with tests that prevent it, detect it earlier and guide treatment,” says Kevin Conroy, CEO of Exact Sciences. He joins Bloomberg Intelligence analyst Jonathan Palmer on the Vanguards of Health Care podcast to trace Exact’s journey into a cancer-diagnostics leader. From Cologuard’s initial rise to its recently launched Cologuard Plus test, the debut of Canc...

“We've been working with NVIDIA for a number of years now and we integrated a medical grade, GPU in our commercial product”, CEO Anne Osdoit explains to Bloomberg Intelligence in her description about how AI is being incorporated into Moon Surgical’s surgical robot. In this Vanguards of Health Care podcast episode, Osdoit sits down with BI analyst Matt Henriksson for an in-depth interview on Moon Surgical, the ben...

“Once a scientist, forever a scientist,” says Legend Biotech CEO Ying Huang as he joins Bloomberg Intelligence analyst Sam Fazeli to share his unconventional journey from the lab bench to Wall Street and back to biotech leadership. Dr. Huang explains how a dream led him from equity research to developing one of the most important CAR-T therapies for multiple myeloma. They explore the science behind BCMA targeting, lesso...

“American medicine is the best in the world, but the American health-care system is not,” Akasa CEO Malinka Walaliyadde says. In this Vanguards of Health Care episode, Walaliyadde joins Bloomberg Intelligence analyst Jonathan Palmer to explore how Akasa is tackling the chaos of revenue-cycle management with AI. He explains why America’s overlapping payment models create inefficiency, how large-language models read...

The worst thing that can happen in health-care and biomedical research is politics getting involved in choosing what research needs to be done for what disease, Dr. Elias Zerhouni tells Bloomberg Intelligence analyst Sam Fazeli, explaining how mixing science and politics weakens innovation and public trust. On this episode of the Vanguards of Health Care podcast, Zerhouni, a former NIH director and vice chairman of O...

“We are reinventing ourselves. We don’t want to be just a legacy orthopedic company and I think we’re driving with the same enthusiasm as Arnold Schwarzenegger,” Zimmer Biomet Chairman, President and CEO Ivan Tornos tells Bloomberg Intelligence. In this Vanguards of Health Care episode, Tornos sits down with BI analyst Matt Henriksson for an in-depth interview about Zimmer Biomet and the strategic initiative...

“If you can drive the brain’s naturally occurring activity, what you can get is the biologic expression that is important for brains to maintain and protect themselves,” Cognito Therapeutics’ CEO Christian Howell tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Howell sits down with BI analyst Matt Henriksson to discuss the company and its Spectris device — a non-in...

“Unlike radiation therapy that's got toxicity to it as it enters the body and exits the body and leaves large areas of necrotic tissue, histotripsy is very different in that there's generally no damage going in or going out.” HistoSonics’ CEO Mike Blue explains about the Edison system. He then in depth with BI analyst Matt Henriksson on how the Edison histotripsy technology destroys targeted cancer cells, how it d...

“We don’t just invest — we bring knowledge, network and opportunity,” says Edward De Nor, partner at GHO Capital, as he joins Bloomberg Intelligence analyst Jonathan Palmer to discuss how the firm identifies and scales mid-market health-care companies that enable better, faster, more accessible care. He explains GHO’s investment thesis, its “picks and shovels” strategy and how innovation, n...