Vanguards of Healthcare by Bloomberg Intelligence

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Episodes

158

Latest episode

Aug 2026

Language

EN-US

About the show

Vanguards of Healthcare is a series of exclusive conversations with management teams and thought leaders discussing changes on the forefront of the industry, including innovations in medical products and technologies, advances in clinical research, new service models, wellness and regulations.

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60 recent

August 18, 202658 min

Novartis Puts Biology Before Modality in Its Next R&D Chapter

“We don't want to follow the crowd, we want to steer our own path into what we think are the most exciting opportunities for patients.” says Fiona Marshall, President of Biomedical Research at Novartis, joins Bloomberg Intelligence analyst Sam Fazeli to explain the biology-first, modality-second philosophy shaping R&D. Marshall details how Novartis is building radioligand therapy beyond Pluvicto into a broad portfolio across tumor types, while treating delivery as the bottleneck for expanding siRNA beyond the liver. The discussion also explores neuroscience as a growth bet built on earlier diagnosis and intervention, plus why AI productivity depends on embedding data scientists across the organization and training models on Novartis's proprietary data. See omnystudio.com/listener for privacy information.

August 13, 202650 min

Innovaccer’s Bet on the Data Layer Powering Autonomous Healthcare

“Your doctor has more outdated technology than your Uber driver does,” Abhinav Shashank, co-founder and CEO of Innovaccer, tells Bloomberg Intelligence analyst Jonathan Palmer in this episode of the Vanguards of Healthcare podcast. Shashank explains why fixing healthcare’s fragmented data infrastructure is the foundation for the industry’s AI future and why long-term value will accrue to companies that own the data layer rather than the user interface. He also traces Innovaccer’s evolution from a data startup into a platform spanning 80 million patient lives, and argues that “autonomous healthcare” could strip hundreds of billions of dollars of administrative waste. The conversation explores the economics of AI, the danger of poorly designed automation, how acquisitions are filling gaps and Innovaccer’s ambition to reach $1 billion of annual recurring revenue. See omnystudio.com/listener for privacy information.

August 6, 202645 min

Vektor Medical Applies AI to ECGs to Expand Arrhythmia Treatment Pathway

“We started using AI to enhance algorithms and software to better be able to understand the data that’s in each patient’s ECG. And our goal with that was to bring forward personalized medicine in arrhythmia therapy and improve patient outcomes,” Vektor Medical CEO Rob Krummen says while discussing vMap. In this episode of the Vanguards of Healthcare podcast, Krummen sits down with Bloomberg Intelligence analyst Matt Henriksson to discuss the expansion of the vMap system, which uses standard 12-lead electrocardiogram (ECG) readings to help physicians treat arrhythmia cases, including atrial fibrillation. He also covers the company’s strategy to democratize electrophysiology and get patients to ablation treatment as early as possible. See omnystudio.com/listener for privacy information.

July 30, 202633 min

ProKidney Aims to Stave Off Dialysis

“Our focus is really on patients who’ve lost a lot of kidney function, 70 to 75% or even 80% of their kidney function,” says Bruce Culleton, CEO of ProKidney. “They’re on the path to needing a transplant. Despite all the advances in treating patients with newer products over the last few years, patients continue to progress. Our goal is to intervene directly before dialysis and keep patients off dialysis for as long as possible.” In this Vanguards of Healthcare podcast episode, Culleton sits down with Bloomberg Intelligence senior analyst Ann-Hunter van Kirk for an in-depth discussion about how the company’s cell therapy could help delay dialysis and slow the progression of kidney disease. See omnystudio.com/listener for privacy information.

July 23, 20261 hr 0 min

Why HC9 Believes Operators Make Better Venture Investors

“We are not a passive capital partner.” Richard Lungen of HC9 Ventures, joins fellow co-founder and general partner Charlie Falcone to explain why their venture firm is built around operators, not financiers. The pair sit down with Bloomberg Intelligence analyst Jonathan Palmer for a wide-ranging discussion of the firm’s operator-led approach to venture investing. They explain how relationships with hundreds of healthcare executives provide unique insight into where the industry is heading, why they spend as much time creating commercial traction as writing checks and how AI is reshaping everything from administrative workflows to clinical decision support. The conversation also examines the venture environment, healthcare’s biggest structural challenges and how their own cancer journeys have strengthened their mission to back companies capable of meaningfully improving patient care while generating strong investment returns. See omnystudio.com/listener for privacy information.

July 16, 202659 min

SR One Highlights Biotech's Latest Comeback Cycle

“I think this is an incredible time to be investing in biotech.” Dr. Simeon George, founder and CEO of SR One, joins Bloomberg Intelligence analyst Sam Fazeli to explain why biotech’s next cycle will be global, selective and unforgiving. George traces SR One’s evolution from one of pharma’s oldest corporate venture arms to an independent firm with more than $2 billion raised. The conversation explores why AI’s real test is cutting development time and attrition, not just discovering targets, while also laying out SR One’s view on oncology crowding, neuro’s blood-brain-barrier challenge, China’s accelerating role in drug innovation and the importance of building companies around medicines that can truly change standard of care. See omnystudio.com/listener for privacy information.

July 9, 202652 min

Carrum Health Is Rewiring Specialty Care Around Value

“You show me the incentive and I’ll show you the behavior,” says Sach Jain, founder and CEO of Carrum Health. Jain joins Bloomberg Intelligence analyst Jonathan Palmer to explain why misaligned incentives sit at the heart of specialty care’s cost problem. Jain details how Carrum built a value-based marketplace around curated centers of excellence, surgeon-level quality data, bundled payments and provider risk, giving employers more predictable costs while offering patients a guided care path with fewer surprise bills. He also discusses specialty care’s $2.5 trillion annual spending, Carrum’s reach across almost 7 million lives, its expanding health-plan partnerships and why AI can either intensify the fee-for-service arms race or help providers prevent complications when incentives are aligned. See omnystudio.com/listener for privacy information.

July 2, 202643 min

Butterfly Leads the Drive on Semiconductor to Make the Most Out of Ultrasound

“It’s not just gonna be about image quality. It’s gonna be about image quality and interpretation”, Butterfly Network’s CEO Joe DeVivo explains to Bloomberg Intelligence. In this Vanguards of Healthcare podcast episode, DeVivo sits down with BI analyst Matt Henriksson for an in-depth interview to talk about Ultrasound-on-Chip imaging module and the potential of using semiconductor chips to streamline ultrasound as point-of-care option that allows immediate scans and diagnostics. They also discuss the development of Butterfly’s Apollo, a machine designed to be 20x more powerful than its current iQ3 that will create images closer to how the anatomy looks and power its recently announced partnership with Midjourney for a full-body tomographic-imaging machine that utilizes Butterfly’s Ultrasound-on-Chip imaging modules. See omnystudio.com/listener for privacy information.

June 25, 202650 min

Citizen Health’s Plan to Put an AI Advocate in Every Patient’s Pocket

“The number one thing that results in a better outcome for someone who is sick is actually, ‘Do you have an advocate on your side?’” says Farid Vij, co-founder and CEO of Citizen Health. Vij joins Bloomberg Intelligence analyst Jonathan Palmer to explain how Citizen Health is building an AI-powered advocate for patients with rare and complex diseases. He discusses the company’s mission to aggregate longitudinal health data, support caregivers, accelerate research and create a future where personalized guidance replaces one-size-fits-all medicine. See omnystudio.com/listener for privacy information.

June 18, 202636 min

Distalmotion’s Approach to Spread Surgical Robots to More

“It’s designed to be simple in a way, even though it’s an incredibly complex device”, Distalmotion CEO Greg Roche explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Roche sits down with BI analyst Matt Henriksson for an in-depth interview on the company, how its Dexter Robotic Surgery System and single-use instrument platform differentiates itself from others in the robotic market and how it can shorten the learning curve that can increase adoption of robots in ambulatory surgical centers. See omnystudio.com/listener for privacy information.