Health:Further

Welcome to the first episode of 2024! In this episode, we are addressing the following topics and more:

• GenAI's Legal Challenge
• Investors Questioning VC Valuations
• Lilly Going Direct to Consumers
• Elevance Adds Large Infusion Service
• Secret to Longevity & Happiness

Please check out our Episode Resources below:

------🔎RESOURCES🔎

Things are about to get a lot worse for Generative AI (Substack: Marcus on AI) // https://bit.ly/47onyV6

Goldman Sachs Raises $650 Million for Life-Sciences Bets (WSJ) // https://on.wsj.com/3TW6q65

LPs Doubt Venture Funds’ Startup Valuations (WSJ) // https://bit.ly/41O9O4C

Japanese Investors Return to Overseas Real Estate With Lessons From the 1990s (WSJ) // https://on.wsj.com/3H74lfZ

A fix for the coming physician shortage (FreeOpp) // https://bit.ly/3vkFhiG

Elevance Health to Acquire Paragon Healthcare (Press Release) // https://bit.ly/48ImFaL

Lilly Launches End-to-End Digital Healthcare Experience through LillyDirect™ (Press Release) // https://prn.to/3RN6dze

How to Work—and Love It—Into Your 80s and Beyond (WSJ) // https://on.wsj.com/48mDOa9

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In this special year-end episode, we discuss upcoming healthcare trends for 2024, including predictions and potential challenges for Apple Watch's pulse oximeter IP. As our last episode of 2023, we also express our immense gratitude to our listeners and share H:F's growth plans for the coming year!

Please check out our Episode Resources below:

------🔎RESOURCES🔎

Apple to Halt Watch Sales as It Prepares to Comply With U.S. Import Ban (WSJ) // https://on.wsj.com/48Eenkt

6 digital health companies that flopped in 2023 (Modern Healthcare) // https://bit.ly/3H1eef6

8 Predictions for Healthcare in 2024 (Work Week) // https://bit.ly/48zsrvr

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In this episode, join us for a comprehensive exploration of Medicare Advantage as we delve into its intricacies with special guest Emily Evans from Hedgeye. Gain valuable insights into the complexities of this vital healthcare program and discover the latest developments shaping its future.

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In Episode 32 of the Health:Further Podcast, we cover the following key topics:

• US Federal Reserve's pursuit of an economic soft-landing and its potential impact on healthcare and the broader market.
• Unraveling the VC bullwhip effect and its influence on healthcare investments and entrepreneurial opportunities.
• Analyzing Kroger Health's strategic shift and its implications for the health and wellness market.
• Understanding the significance of Cigna ending talks with Humana in the health insurance sphere.
• Exploring the innovative AI collaboration between Google and HCA and its potential to revolutionize healthcare.

Tune in for expert analysis and insights on the ever-evolving health economy.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

CPI report (BLS website) // https://bit.ly/3QtjNIQ

Inflation Edges Lower, but Still Too High for the Fed (WSJ) // https://bit.ly/3v2fnjL

Powell Says Fed Is Just at Beginning of Policy Easing Talks (Bloomberg) // https://bloom.bg/3tqG8Oc

Fed 'dot plot' shows central bank will cut interest rates by 0.75% in 2024 (Yahoo) // https://yhoo.it/3Rpx980

Startup Orchid Rolls Out Genetic Testing Service for IVF, Raises $12 Million (WSJ) // https://on.wsj.com/3tdbIz9

Krog

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In this episode, we discuss CVS's move toward transparent pricing, the pharmaceutical industry's embrace of data science, Google's latest AI tool, the success of small VC funds, and an outlook on healthcare for 2024.

Please check out our Episode Resources below:

------🔎RESOURCES🔎


Biden Announces Actions to Lower Health Care and Drug Costs (White House) // https://bit.ly/3NktJ5h

CVS Says It Will Change the Way Its Pharmacies Are Paid (NYT) // https://bit.ly/46Q7yei

Roche to Buy Carmot Therapeutics for Up to $3.1 Billion in Bet on Obesity Treatments (WSJ) // https://on.wsj.com/3GyJORd

J&J Hired Thousands of Data Scientists. Will The Strategy Pay Off? (WSJ) // https://on.wsj.com/3ta2svo

AstraZeneca launches Evinova, a health-tech business to accelerate innovation (MobiHealth) // https://bit.ly/48a1Uo9

Google Gemini Launches (CNET) // https://cnet.co/3NlKj4D

Meta and IBM Launch AI Alliance (WSJ) // https://on.wsj.com/3Ni6NDy

Big VC Funds Are Underperforming Smaller Ones and Their Future Is Dim (Institutional Investor) //

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In this episode, we discuss the following topics and the latest developments shaping the healthcare landscape:

• Cigna and Humana Merger: We explore the potential implications of this significant merger and its impact on the industry's competitive dynamics.
• UHG's Reach and Scale: We analyze UnitedHealth Group's expanding influence and its implications for the broader healthcare market.
• CMS Physician Payment Changes: We discuss the recent adjustments in physician payments by CMS and their potential effects on healthcare providers.
• New CMS Programs: We highlight the introduction of new CMS programs and their potential impact on healthcare delivery and patient care.
• Global and Economic Power Shift: We examine the evolving global and economic dynamics and their influence on the healthcare industry.

Please check out our Episode Resources below:


------🔎RESOURCES🔎

GDP, inflation data bolsters case that Fed is done hiking (Yahoo) // https://bit.ly/48inszh

Personal Income and Outlays, Oct. 2023 (BEA website) // https://bit.ly/3N5CuQI

Cigna, Humana in Talks for Blockbuster Merger (WSJ) // https://on.wsj.com/411CpmR

A Cigna + Humana merger may be on the horizon. Here's our take. (Advisory Board) // https://bit.ly/3RpYqbG

United Health Group Investor Conference (UHG website) // https://bit.ly/3T7DqrB

CMS Finalizes Physician Payment Rule that Advances Health Equity (CMS website) // https://go.cms.gov/3TbvuFB

Surprise Medical Billing Law Heaps Pressure on Healthcare Providers (WSJ) // https://on.wsj.com/3T7DFD1

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In this Episode, Vic and Marcus have a conversation with Dr. Tarun Kapoor, who serves as the Senior Vice President and Chief Digital Transformation Officer at Virtua Health. Dr. Kapoor is responsible for overseeing Virtua’s Digital Transformation Office and orchestrates Virtua’s enterprise-wide master plan in support of an intuitive care journey for all consumers. Additionally, the episode delves into a detailed examination of the OpenAI value decline and its implications for venture capital markets.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

Biography for Dr. Tarun Kapoor of Virtua Health // https://bit.ly/3GdVU1G

Biden Administration Addressing Social Determinants of Health (Press Release) // https://bit.ly/47LELbG

Inside the Chaos at OpenAI (The Atlantic) // https://bit.ly/47IsQuV

VCs Ignore Their Own Advice in Pursuit of Generative AI (WSJ) // https://bit.ly/47Kk8fL


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This episode covers a range of significant developments in the healthcare sector. Marcus and Vic discuss the impact of slowing inflation on healthcare costs, President Biden's research focus on women's health, the collaboration between Amazon and One Medical, the emergence of transparency in pharmacy benefit managers, and the latest advancements in healthcare AI. Join us as we explore these topics and gain valuable insights into the evolving landscape of the healthcare industry.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

CPI Report for Oct 2023 (US Bureau of Labor) // https://www.bls.gov/news.release/cpi.nr0.htm

As Rent Rises Cool, So Will Inflation (WSJ) // https://on.wsj.com/3uruVgq

President Biden Announces Women’s Health Research (White House Press) // https://bit.ly/3G5hYLW

New York Plans Cyber Rules for Hospitals (WSJ) // https://on.wsj.com/3sDvKSU

Amazon Prime Members: Primary Care Services For $9 Per Month (Forbes) // https://bit.ly/47Hp1X7

Hackensack Meridian Health, Amazon's One Medical to open clinics (Modern Healthcare) // https://bit.ly/3MQoJVQ

Same Drug, Two Prices: Why the Higher Price Prevails (WSJ) //

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In Episode 27 of the Health:Further podcast, Vic and Marcus discuss the first health system to adopt AI for patient care, the arrival of digital clones, and exciting AI stories. They also cover a healthcare news roundup, including Virtua Health's introduction of AI therapists and the ability to create AI clones with Delphi Jobs, Bezos, and Oppenheimer. Tune in for a concise and informative episode on the latest AI advancements in healthcare.

Please check out our Episode Resources below:


------🔎RESOURCES🔎

Ohio Voters Enshrine Abortion Access in State Constitution (WSJ)

Signature Loan Sale Likely to Lower Commercial-Property Values (WSJ)

AbbVie, AstraZeneca and more face FTC's ire for 'improper' patent listings (Fierce Pharma)

FTC Statement on Brand Drug Manufacturers’ Improper Listing of Patents in the Orange Book

Eli Lilly Wins FDA Nod for Obesity Drug That Rivals Wegovy, Ozempic (Bloomberg)

Open AI - Developer Day (YouTube)

Meet Grok: Elon Musk's AI offering (Axios)

Taiwanese startup 01.AI achieved a $1B valuation less than eight months (Business Insider)

How Chinese influencers use AI digital clones of themselves to pump out content (Guardian)

Clone Yourself with Delphi (website)

Chat with any presidential candidate or stage your own debate (Chat2024 - website)

Virtua Health is bringing on AI therapists amid provider shortage (Modern Healthcare)

Woebot Health - creating new ways to deliver mental health care (website)

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In this episode, Marcus and Vic engage in a healthy debate surrounding the crucial question of the government's role in regulating AI as they dive into the complexities of balancing innovation and ethical considerations, exploring the potential risks and benefits associated with various regulatory approaches. They also discuss the latest developments in federal policies impacting the tech industry, analyze the dynamic landscape of venture markets, and examine the unprecedented pharmacist walk-out, shedding light on the underlying factors driving this bold act of protest. Tune in for a captivating exploration of these topics as we navigate the ever-evolving intersection of technology, governance, and societal impact.

Please check out our Episode Resources below:


------🔎RESOURCES🔎

Fed Extends Pause on Rate Hikes but Keeps Door Open to Moving Higher (WSJ) // https://bit.ly/3tZUHZb

Pharmacy staff from CVS, Walgreens stores in US start three-day walkout (Reuters) // https://bit.ly/40qzcwK

Another fallen ‘unicorn’: Olive AI sells assets, to wind down (Modern Healthcare) // https://bit.ly/40qznrU

State of Private Markets: Q3 2023 (Carta Research) // https://bit.ly/3tYDfEv

Biden Issues Executive Order on Safe, Secure, and Trustworthy AI (White House Fact Sheet) // https://bit.ly/40pxA6r

Google Brain cofounder says Big Tech is inflating fears about the risks of AI because they want to dominate the market( Business Insider) // https://bit.ly/3Ssk3Jl

2,851 Miles” Regulatory Capture Keynote Address by Bill Gurley Allin Summit //

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