“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 initiatives made through internal developments and key acquisitions, including Paragon 28 and Monogram, to accelerate its weighted average market growth rate (WAMGR). He also discusses the current orthopedic landscape and the opportunities arising from the shift to the ambulatory surgical center (ASC) setting, as well as his relationship with Arnold Schwarzenegger as Chief Movement Officer.

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“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-invasive therapeutic intervention designed to use gamma waves to preserve brain structure and function, starting with Alzheimer’s patients. He also highlights the promise of Cognito’s Hope study and reflects on how his time in the Navy and at Medtronic under former CEO Omar Ishrak shaped his “fidelity to the mission” leadership mantra.

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“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 differentiates from other cancer treatment options, and how the company plans to expand the use of Edison from lung cancer to kidney, pancreas and prostate indications. Also tune in to learn how the recent acquisition announcement can accelerate its momentum to build out the clinical data and commercialization of Edison.

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“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, not disruption, fuels compounding growth. The two explore case studies like BioAgilytix, the role of AI as an enabler and why boardrooms should obsess over the customer, not just the P&L.

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“When a patient comes in for a routine outpatient echo, we’ll be able to help with diagnosis and reduce the misdiagnosis at that point, number one,” Ultromics’ Founder and CEO Ross Upton explains to Bloomberg Intelligence analyst Matt Henriksson about the initial benefits of EchoGo for heart failure and cardiac amyloidosis. In this episode of the Vanguards of Health Care podcast, Upton also delves into the future of diagnosing and treating heart failure with artificial intelligence, saying it can additionally “really accurately phenotype them, and so the clinician would understand after the echo is done what treatments or what next diagnostic tests the patient needs, and they would understand it there and then without having to go through and try and figure out the pieces of the puzzle.” Also tune in to learn how Ultromics plans to use to recently announced Series C financing as it commercializes EchoGo for heart failure and cardiac amyloidosis.

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“I like the label ‘new operating system.’ I think that does capture well what we're trying to do here,” says Dr. Ryan Schoenfeld, CEO of the Mark Foundation. In this episode of Vanguards of Health Care, Schoenfeld joins Bloomberg Intelligence analyst Sam Fazeli to explore how the foundation is redesigning cancer research through global collaboration, platform thinking and a bold portfolio approach. They discuss the Foundation’s growing international footprint, why basic research is increasingly under threat in the US, and where new breakthroughs — including solid tumor CAR-T and glioblastoma — may emerge in the next five years.

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“We don’t have to do every great deal, but every deal we do has to be great,” says Payal Agrawal Divakaran, partner at .406 Ventures. In this Vanguards of Health Care episode, she joins Bloomberg Intelligence analyst Jonathan Palmer to unpack how .406 backs early-stage startups at the intersection of health care, tech and AI. They dive into the firm’s thesis-driven investing, why care delivery must be reimagined for complex populations and what Epic’s priorities mean for hospital-facing AI startups. Plus, the origins of the firm’s baseball-inspired name and why being mission-driven is non-negotiable for its founders.

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“We truly see ourselves as an operating system for payers,” says David Pierre, CEO of Machinify. Pierre joins Bloomberg Intelligence analyst Jonathan Palmer to unpack how Machinify is using AI to reimagine payment integrity, turning a manual process into a proactive, tech-enabled platform. They discuss Machinify’s formation from four legacy and technology companies, its AI-first claims strategy and how the team is driving real-time adjudication and measurable cost savings. Pierre also shares what he’s learned from Cerner and Signify, and where Machinify is heading next.

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"If a company isn't IPO-ready, it better be M&A-ready," says Nanna Lüneborg of Forbion. She and co-founder Sander Slootweg sit down with Bloomberg Intelligence analyst Sam Fazeli to explain Forbion’s blueprint for success in Europe’s maturing biotech ecosystem. From incubating CNS-focused gene therapy startups to executing €100M+ financing rounds, Forbion’s thesis is rooted in scientific rigor and commercially sound exits. They also share how Europe’s capital scarcity offers hidden advantages—and why late-stage buyers still pay up for must-have innovation.

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“The PBM space has been worse than some criminal enterprises — they are stealing money from employers and employees,” says Jordan Feldman, CEO and co-founder of Rightway Healthcare. Feldman joins Bloomberg Intelligence analyst Jonathan Palmer on this episode of the Vanguards of Health Care podcast to unpack how Rightway is building a member-first pharmacy benefit manager (PBM) — one without rebates, gimmicks or hidden margins. They dive into Rightway’s origin story, how its care-navigation platform grew to 3.5 million members, and why a transparent, clinically-grounded PBM is the antidote for industry dysfunction. Feldman also shares thoughts on GLP-1 drugs, AI and what it means to be the so-called N-of-one alternative to the Big 3 PBM’s monopoly.

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