エピソード

  • Lantheus Builds New Foundation in Prostate Cancer, Other Screenings
    2025/05/29

    “If you can image it, if you can light it up, then you know where it’s going to go,” Lantheus’ CEO Brian Markison says as he explains the future of imaging agents to Bloomberg Intelligence. “You know it’s going to get to the tumor, and then if you can attach basically a warhead to it, then you can deliver targeted radiation to that tumor.” In this episode of the Vanguards of Health Care podcast, Markison sits down with Bloomberg Intelligence analyst Matt Henriksson for an in-depth interview to discuss how the Pylarify and Definity imaging agents enhance disease detection compared with traditional imaging platforms. They also dive into the importance of manufacturing and logistics to get the agents to the right hospital at the right time and the future pipeline with a portfolio of agents under development to detect Alzheimer’s and neuroendocrine tumors.

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    41 分
  • Sanofi’s R&D Head on AI, Franchises and Reinventing R&D for the Long Game
    2025/05/22

    “AI is going to be super transformative... we’ve all moved too slowly and need to speed up our integration.” says Houman Ashrafian, Head of R&D at Sanofi. In this episode, Ashrafian joins Bloomberg Intelligence analyst Sam Fazeli to unpack how AI-powered portfolio construction, franchise-based innovation and a long-term mindset are reshaping the pharma giant’s R&D strategy. They explore Sanofi’s ambition to become a premier immunology powerhouse, how the company is applying venture-style rigor to pipeline decisions, and why cultural transformation -- not quarterly earnings -- is the key to staying relevant through 2040.

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    49 分
  • SonderMind Transforming Mental Health with Precision Technology
    2025/05/15

    “Mental health care is still living in the mid-20th century,” says Mark Frank, CEO and cofounder of SonderMind. Frank joins Bloomberg Intelligence analyst Jonathan Palmer to break down how SonderMind is reimagining behavioral health from its antiquated roots by layering technology and data, and while seamlessly integrating digital tools into therapy. The pair also discuss the company’s pandemic pivot to virtual care, its move toward risk-based contracting and the role AI will play in transforming behavioral care from a subjective art into a data-driven science — which Frank sees as the key enabler for mental health to be treated with the same precision as physical health.

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    56 分
  • Inside HealthEdge’s Vision for a Touchless, AI-Powered Claims Future
    2025/05/08

    “We want to bring health care to a place where claims are processed in real-time, like checking out on Amazon,” says Stephen Krupa, CEO of HealthEdge. Krupa joins Bloomberg Intelligence analyst Jonathan Palmer to unpack how HealthEdge’s core platform powers claims processing for more than 110 million people. He shares how legacy infrastructure still dominates (with 60% of health plans still relying on decades-old technology), why automation and gen AI will drive touchless transactions and how payer platforms must evolve to support member-centric care. Krupa also reflects on HealthEdge’s journey from startup to its transformation under Blackstone, and what the next chapter might look like with Bain Capital.

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    53 分
  • Humata Health Plans to Make Prior Authorization a Thing of the Past
    2025/05/01

    “We exist to solve prior authorization so patients can get the care they deserve,” says Dr. Jeremy Friese, founder and CEO of Humata Health. Friese joins Bloomberg Intelligence health-care analyst Jonathan Palmer to discuss how Humata’s AI-driven technology is transforming one of health care’s most notorious administrative headaches. They cover how Humata connects deeply into medical records, helps both providers and payers streamline approvals and is expanding into specialty pharmacy. Friese also shares his journey from Mayo Clinic radiologist to serial entrepreneur — and why he believes solving back-office burdens can unlock better patient care.

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    43 分
  • MindMed’s CEO on Psychedelic Breakthroughs for Mental Health
    2025/04/24

    “This isn’t just an incremental shift, it’s a drastically different treatment dynamic,” says Rob Barrow, CEO of MindMed. On this episode of Vanguards of Health Care, Barrow speaks with Bloomberg Intelligence analyst Jean Rivera Irizarry about how MM120, a pharmaceutically optimized form of LSD, could transform the treatment landscape for anxiety and depression. They explore MindMed’s unique no-therapy approach to psychedelic trials, the design of its pivotal Phase 3 studies, and how it’s navigating regulatory hurdles to bring this once-taboo drug class into the mainstream.

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    40 分
  • From Faxes to FHIR, Zus Health's Vision for Connected Care
    2025/04/17

    “Health care is finally ready to operate at information speed,” says Jonathan Bush, co-founder and CEO of Zus Health. Bush joins Bloomberg Intelligence analyst Jonathan Palmer to explain why he believes health care is poised for a digital transformation. He unpacks how Zus uses AI and FHIR-native tools to pull patient data from fragmented sources, clean it and serve it back to providers in actionable form. From uncovering the “fire in the trash” to helping doctors identify high-risk patients before costs spike, Bush shares what it means to be a modern health-tech platform and why he came out of retirement to build it. They also discuss the early customers driving growth, lessons from Athenahealth and why gross margin, not buzz, is the new benchmark for digital health.

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    49 分
  • Overjet Uses AI to Make Dentist and Insurance Decisions in Mere Minutes
    2025/04/10

    "The idea is you could use AI and technology to help understand this data such that we can quantify it much more so, so that it can lead to much more objective decisioning rather than subjective decisioning,” Founder and CEO Wardah Inam explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Inam sits down with BI analyst Matt Henriksson for an in-depth interview to talk about Overjet, how its AI platform can analyze digital imaging that are already in the markets to make an tangible dental decision, and how Review Pass can connect directly with the insurers to reduce the coverage decision process from weeks to minutes.

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    35 分