Health:Further

3:50 - Fed’s Powell Says No Need to Hurry Rate Cuts With Economy Strong

6:55 - Rent Inflation Won’t Ebb Until 2026, Cleveland Fed Model Shows

8:38 - TailorMed raises $40M for medical cost assistance

10:45 - Zarminali Health scores $40M seed from GC

12:26 - Oura picks up $75M series D, inks strategic partnership with Dexcom 

15:02 - Seen Health raises $22M Series A for culturally-focused PACE

16:01 - Alloy Raises $16M Series A to Expand Menopause Care Platform FemTech 

17:10 - Most Venture Investors Want Their Startups to Go Public. Not This One.

20:03 - AI Investments Are Booming, but Venture-Firm Profits Are at a Historic Low

22:36 - Mehmet Oz Named to Lead Centers for Medicare and Medicaid Services

26:37 - Trump likely to choose surgeon and writer Marty Makary as FDA chief

28:24 - Blind Spots, book by Marty Makary Amazon

29:01 - Elon Musk and Vivek Ramaswamy: The DOGE Plan to Reform Government WSJ-Op

32:26 - 2.3 Million Jobs: The Federal Workforce, in Charts

34:19 - Trump Picks Brendan Carr as FCC Chair. He Vows to Challenge a Big Tech Cartel

35:52 - Matt Gaetz Withdraws From Consideration as Attorney General

37:24 - Gensler Says He Won't Leave SEC Until Trump Takes Office

39:17 - Apple Faces $3.8 Billion Antitrust Legal Claim Over iCloud

44:23 - Meta Fined $843 Million by EU Over Marketplace Ads Platform

44:59 - U.S. Proposes Breakup of Google to Fix Search Monopoly

49:30 - Michigan hospital loses Medicare funding, plans 248 layoffs

51:46 - Kaufman Hall: Performance stable, but high labor costs challenge hospitals

52:44 - Mercer: As costs rise, employers are pursuing benefit enhancements.

53:46 - Employers Get Pressure to Pay for Drugs Like Wegovy WSJ

54:56 - Three-Quarters of U.S. Adults Are Now Overweight or Obese

58:44 - Eli Lilly and Novo Want to Shake off Ozempic Copycats. Are They Ready for the Demand?

1:01:10 - Commure rolls out AI scribe for Tenet Healthcare

1:02:50 - Re-Imagining the Healthcare Delivery Journey with Generative AI, Part II Ambar’s Substack

1:04:16 - Nvidia’s Sales Soar as AI Spending Boom Barrels Ahead

1:05:07 - Nvidia Readies Jetson Thor Computers for Hum

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In this episode of Health Further, hosts Marcus and Vic welcome returning guest Steve Lieber and new guest Bruce Brandes to discuss the evolving landscape of smart hospital technology. The conversation explores the creation and goals of the Alliance for Smart Healthcare Excellence, the development of the Smart Hospital Maturity Model, and the role of artificial intelligence in healthcare. Steve and Bruce explain the model's focus on people, places, and processes and its potential to guide hospitals toward smarter care delivery. They also address challenges in defining "smart hospitals," the practical application of AI, and the balance between automation and human empathy in caregiving. Additionally, the guests highlight the importance of collaboration across clinical, financial, and operational domains to achieve long-term improvements in care quality, staff satisfaction, and cost efficiency.

Episode resources:

• https://www.prnewswire.com/news-releases/independent-alliance-formed-to-drive-smart-hospital-advancement-302297596.html?tc=eml_cleartime
• https://smarthospital.ai/

Connect with Bruce Brandes:
https://www.linkedin.com/in/bruce-brandes-ba91184

Connect with Steve Lieber:
https://www.linkedin.com/in/h-stephen-lieber-6b5683

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2:18 - Inflation Stays Firm, but Not Enough to Derail December Fed Cut WSJ

7:28 - Summa Health and General Catalyst’s HATCo sign Definitive Agreement to advance vision for future of healthcare delivery Summa Health

10:55 - Fort Health Secures $5.5M to Expand Access to Integrated Pediatric Mental Health Care MedCity News

12:02 - Stepful raises $31.5M to address healthcare staffing shortage with AI-powered training

13:56 - Primary care player Forward shutters after raising $400M, rolling out CarePods

16:55 - Inside Forward's failed attempt to revolutionize the doctor's office

17:34 - Private Equity Gears Up for Deals to Take Off

20:11 - As Trump Readies a Reset of Antitrust Policy, Look to These Sectors for Deals

25:56 - Trump to select Robert F. Kennedy Jr. to lead HHS

29:01 - Australia plans social media ban for under-16s

30:54 - Congress eyes 'site-neutral' pay bills for lame-duck session

33:53 - Republicans Choose John Thune as New Senate Leader for Second Trump Era

35:30 - Republicans Clinch House Majority but Face Narrow Margin

38:39 - Why UnitedHealth, Amedisys are standing behind their deal

39:20 - Major payers saw mixed results in Q3. Here's a look at how each fared

41:33 - Oracle, Meharry Medical College collaborate on innovation hub, wellness center in Nashville

42:37 - Kaiser Permanente looks to slash costs as 'industry headwinds' bring $608M operating loss in Q3

43:46 - Amazon One Medical rolls out telehealth treatment services in competition with Ro, Hims & Hers

45:38 - Cardinal Health inks two deals worth $3.9B to expand diabetes, gastroenterology businesses

47:18 - Novo Nordisk’s Blockbuster Wegovy Drug Sales Beat Expectations

49:20 - China Has Detained a Senior AstraZeneca Executive

51:35 - OpenNotes partners with Abridge to study how AI-generated notes can benefit patients

53:30 - MGB, Emory to test AI models from Amazon, OpenAI

55:21 - Behavioral health provider Rogers to deploy AI chatbot from Limbic to speed up patient intake

57:02 - Presbyterian Healthcare Services taps RhythmX AI to roll out gen AI copilots for primary care

58:08 - OpenAI, Google and Anthropic Are Struggling to Build More Advanced AI

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In this episode, hosts Vic and Marcus interview Rohit Banota, discussing his journey from working at Procter & Gamble to founding Jump Accelerator, a platform that empowers women-led beauty startups. They explore strategies for building profitable, sustainable brands, emphasizing the importance of understanding customer wants versus needs, creating loyal superfans, and developing effective funnels. Rohit shares insights on how beauty has evolved into a wellness-driven industry, the challenges of VC funding, and alternative financing for entrepreneurs. The conversation also highlights the shift toward consumer-centered marketing and the impact of brand advocacy on growth.

Rohit Banota Bio:

Rohit Banota is the founder of Toronto-based, Jump Accelerator focused on offering "profitable growth, fundraising and network" to women-led, early-stage beauty & wellness brands. He is a P&G alum, with over 20 years of experience in consumer packaged goods, with health and beauty brands.

Connect with Rohit Banota

• LinkedIn
• https://jumpaccelerator.com
• What Beauty Founders Don't Know Podcast
• Jump The Gun Newsletter

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In this milestone episode, recorded the day after a significant election, Vic and Marcus delve into the outcomes and implications of the presidential and Senate races, discussing the impact on markets, including the Russell 2000’s response and big tech and cryptocurrency reactions. They explore anticipated shifts in venture capital, the role of influencers like RFK Jr. in healthcare, deregulation's effects on small businesses, and possible Medicare and Medicaid adjustments under the incoming administration. The conversation also touches on the growing influence of media personalities versus traditional outlets and the role of unions and regulatory bodies in shaping future business landscapes. The hosts conclude by reflecting on trends from previous episodes and expectations for the economy and healthcare policy under new political leadership.

Links:

2:54 - Election 2024 resultsGoogle

4:11 - The Winners and Losers From the ‘Trump Trade’ Gripping Markets WSJ

9:53 - Fed Prepares Rate Cut Amid Economic Contradictions WSJ

10:25 - Trump Will Create New Winners and Losers in Healthcare WSJ

17:23 - Insurers prep for Trump admin friendly to Medicare Advantage and mergers, hostile to Medicaid and ACA Fierce Healthcare

17:27 - CVS holds back guidance as it outlines plan to right the ship at Aetna Fierce Healthcare

18:31 - RFK Jr. talks health care agenda following Trump win: NBC

32:14 - Elevance Health says star ratings snub cost insurer $375M Fierce Healthcare

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In this episode, Vic hosts Sergei Polevikov, founder of Well.ai and author of the Health AI Uncut newsletter, to discuss the evolution of AI in healthcare and finance. Sergei shares his journey from Belarus to working at the Federal Reserve, exploring how his math expertise led him to Wall Street, where he focused on AI and machine learning. He explains the challenges he faced starting Well.ai, aiming to streamline patient-clinician communication. They delve into the barriers to healthcare innovation, the hesitancy of providers to adopt new tech, and the role of regulatory bodies. Sergei also critiques the venture capital model in healthcare, contrasting sustainable innovation with hype-driven investments, and emphasizes the importance of practical, patient-centered AI applications.

Sergei Polevikov Bio:

Sergei Polevikov is a Ph.D.-trained mathematician, data scientist, AI entrepreneur, economist, and researcher with over 30 academic manuscripts. He co-founded WellAI, a digital health startup, and is a member of the IFCC’s Working Group on Artificial Intelligence and Genomics Diagnostics (WG-AIGD). 

Sergei also authors the popular and provocative Substack newsletter “AI Health Uncut”, offering brutally honest insights from a healthcare AI founder, based on his experiences, mistakes, successes, and perspectives.

Connect with Sergei

• Company Well.ai: WellAI.Health
• Substack Newsletter: AI Health Uncut
• LinkedIn
• X

AI Health Uncut articles discussed:  

The AI Bubble? It's Really a Startup Bubble, and It's Popping Big Time

The Health AI IPO Checklist: How to Spot the Next Unicorn or Sniff Out the Next Donkey

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In this episode of Health Further, host Vic sits down with Anna Haghgooie from Vouchercis to discuss her journey in venture capital, her role in building the Blue Venture Fund, and her insights on healthcare innovation. Anna shares her experience bringing together Blue Cross Blue Shield plans to invest in healthcare improvement and highlights her work at Vouchercis, where she focuses on deploying capital in value-based care models. She delves into the investment strategies around transforming healthcare, addressing systemic inefficiencies, and supporting companies that prioritize long-term impact. Additionally, Anna and Vic explore emerging trends in healthcare investment, the challenges of scaling innovative care models, and the complexities of end-of-life and specialized care.

Anna Haghgooie Bio:

Anna Haghgooie is a Managing Director at Valtruis, a Welsh, Carson, Anderson & Stowe (WCAS) company and an Operating Partner at WCAS. Valtruis is a unique platform that invests in and partners with disruptive leaders whose mission is to align and transform healthcare through value-based care. Previously, Anna was a Managing Director of the Blue Venture Fund and Sandbox Industries where she managed over $900M in capital across four funds.

Anna currently serves on the boards of Wayspring, InStride Health, Oncology Care Partners, Tuesday Health, and TailorCare. She previously served on the boards of Contessa, PWN Health, ExactCare, naviHealth, Change Healthcare, Quilted Health, Somatus, ZeOmega, and SonarMD. Anna earned a bachelor’s degree from the University of Michigan and a MBA with honors from the University of Chicago Booth School of Business. Anna is a Fellow in the Health Innovators Fellowship at the Aspen Institute and lives in Chicago, IL with her husband and two children.

Connect with Anna

• Website: www.valtruis.com
• LinkedIn: https://www.linkedin.com/in/anna-haghgooie-72578b1/

Portfolio companies discussed:

• Wayspring Health: https://www.wayspring.com/
• Tuesday Health: https://www.tuesdayhealth.com/

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2:16 - Deficit Threat Drives Bond Yields Higher

4:43 - U.S. Economic Growth Extends Solid Streak

5:30 - The Fed’s Preferred Inflation Gauge Cooled Overall in September

6:56 - Bosses Are Calling Workers Back to the Office. That’s Good News for Landlords.

7:44 - Visa Plans to Lay Off Around 1,400 Employees and Contractors

9:24 - An update from Drew Dropbox

9:58 - Google’s Cloud Business Powers Accelerating Revenue Growth

14:35 - Microsoft Shares Slip as Forecast Sparks Concern About AI and Cloud Revenue

15:38 - Apple Sales Hit Quarterly Record as iPhone Business Rebounds

16:08 - Meta Reports Record Revenue, Slower Digital Advertising Growth

17:52 - Amazon beats Wall Street expectations with strong cloud business growth

18:17 - Even With Venture Slowdown, Megadeals Grow Crunchbase

20:33 - How a group of clinicians launched a VC firm

22:43 - Bipartisan legislation aims to block Medicare cuts, boost physician pay in 2025

23:54 - ACOs save Medicare $2.1B in 2023, the largest savings in program history

24:52 - AMA panel changes major reporting requirement for remote monitoring, removing barriers for the industry 

26:25 - Humana Scores an Earnings Beat. Why the Election Matters More.Barons

26:59 - Cigna shares jump as CEO dims outlook on Humana deal

29:22 - A look at Aetna's new, more transparent health plan, SimplePay Health

3046 - HCA Healthcare Beats on Q3 Earnings, Reaffirms 2024 EPS View Barchart

31:20 - Tenet Healthcare stock jumps 12% on Q3 earnings, raised guidance Seeking Alpha

33:11 - Pfizer’s Strong Quarter Bolsters CEO’s Comeback Efforts

33:39 - Eli Lilly Q3 Earnings: Mounjaro Sales More Than Double, Takes $2.98 Billion Hit To Profit, Cuts Annual Outlook, Stock Tanks

35:04 - Novartis Lifts Guidance Again After Key Drugs Help Results

35:20 - GSK Cuts Vaccine Sales Outlook Amid U.S. Weakness

36:26 - Oracle Health will offer next-gen EHR in 2025 embedded with AI and analytics tools

37:11 - Fireside Chat with Larry Ellison and Sir John Bell: Oracle Health Summit 2024 YouTube

41:20 - Healthcare Data Privacy and Security: Developments to Watch McDermott

42:21 - Elon Musk’s xAI in Talks to Raise Funding Valuing It at $40 Billion

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Shawn Dastmalchi, CEO, Gratia Health

Mr. Shawn Dastmalchi, Ph.D., is a serial entrepreneur and the current CEO of Gratia Health, a company specializing in workforce intelligence and optimization in healthcare. He is also the Founder and Director of Data Expanse Ventures, a firm that advises early-stage digital health startups in Silicon Valley. With over 25 years of experience spanning life sciences, medical devices, health IT, and the Internet, Shawn has established himself as a leading figure in healthcare analytics and AI.

Before his role at Gratia Health, Shawn was the Co-founder and CEO of Ark.one Health. This company emerged from his work as an Entrepreneur in Residence at Sutter Health, where Ark.one developed AI and predictive analytics solutions to help hospitals improve patient outcomes and manage payer risk. Shawn's expertise in AI and machine learning has been pivotal in driving these innovations and enhancing healthcare delivery.

Shawn is also a Co-founder of Apixio Inc., the foremost provider of big data-enabled risk assessment solutions for Medicare Advantage plans. He served as CEO of Apixio for over five years and was a board member for six years. Under his leadership, Apixio achieved significant growth and was ultimately acquired by Centene, a leading healthcare enterprise. Prior to founding Apixio, he was the Director of the Informatics Business at Carl Zeiss Meditec, Inc. There, he helped establish a new division, overseeing sales, marketing, service, and support for Zeiss' health IT solutions in the U.S. market. In a previous role at Zeiss, he was instrumental in introducing and growing their highest-grossing diagnostic device product.

Earlier in his career, Shawn held senior positions at Alpha Innotech Corp. and aPeerance Inc., and served as a business strategy consultant for companies including Yahoo Inc. In addition to his industry experience, he has nine years of academic experience at UCSF and UC Berkeley, where he co-authored several publications and grants. He is also the co-author of 12 patents.

Shawn holds an undergraduate degree in Genetics from UC Davis and a Ph.D. in Vision Science from UC Berkeley.

Merrill Anovick, Co-Founder and President, 25m Health

Merrill is the President and COO of 25m Health. He launched 25m Health in partnership with Apollo, Lifepoint Health, and Scion in November 2021. He sits on the 25m Health Investment Committee and oversees both the investing and incubation strategies.​
​
Merrill co-founded and sits on the board of 25m Health's first incubation, Kouper Health, a platform focused on creating an integrated transition of care experience for patients, providers, and payors. Kouper’s most recent financing round was led by General Catalyst.
​
Merrill also led investments in Thrive Health Tech, Midi Health, Peer Supply, Keragon, Operait, and Swap Health. Merrill sits on the Boards of Kouper Health, Gratia Health, Swap Health and Peer Supply.​
​
Merrill previously worked at Google across Product Management, Business Development, and Marketing leadership roles. Merrill was part of the founding team of Google Fi, now a +$1B top-line business. As a Business Development Manager on the early Android Go team, he negotiated distribution deals with wireless carriers in Nigeria, South Africa, and India. ​
​
Merrill graduated from the Johns Hopkins University with a B.A. in Economics and Political Science, and earned an MBA from the Harvard Business School. He sits on t

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In this episode, Vic and Marcus sit down with David Dill, CEO of LifePoint Health, to discuss LifePoint’s approach to healthcare in smaller communities, emphasizing partnerships and local impact. David shares insights on LifePoint’s transition from a public to private company under Apollo, which enabled long-term investments in areas like rehabilitation, behavioral health, and data management. The conversation covers LifePoint’s national quality program, partnerships with Duke, and the importance of local relationships in rural healthcare. They also explore LifePoint’s venture fund, 25M Health, and its role in driving healthcare innovation.

David M. Dill Bio:

David Dill is chairman and chief executive officer of Lifepoint Health. In this role, he is responsible for the development and oversight of Lifepoint’s strategic priorities and organizational growth, advancing the company’s mission and strengthening its culture enterprise-wide. He joined Lifepoint in 2007 as executive vice president and chief financial officer before serving in his most recent role as president and chief operating officer from 2009 to 2018. 

Before joining Lifepoint, David was executive vice president of Fresenius Medical Care North America and chief executive officer in the East Division of Fresenius Medical Care Services, a wholly owned subsidiary of Fresenius Medical Care AG & Co. KGaA.  

David is a former chairman of the board for the Federation of American Hospitals (FAH) and currently serves as a member of the FAH’s board and Executive Committee. He also serves on the American Hospital Association’s Health Systems Committee. He is immediate past chair of the board of directors for the Nashville Health Care Council and remains an active board member. Additionally, he serves as a director on the boards of R1 RCM and the American Heart Association's Greater Southeast Affiliate and is a member of the board of trustees for the Murray State University Foundation. 

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