“When I looked at the industry, I saw a real opportunity set to build a best-in-class sector-focused fund,” Lynne Chou O’Keefe, founder and managing partner of Define Ventures, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. O’Keefe joins BI analyst Jonathan Palmer for a deep discussion into Define’s unique approach to health-care investing, emphasizing the importance of both health-care and tech expertise. The two discuss the major trends shaping health care, including technology, consumerization and the evolution of the value chain. The podcast concludes with insights into the state of the market, including valuations, IPOs and potential consolidation.

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ClearPoint Neuro is changing brain surgery by developing a suite of new magnetic resonance (MR) navigation technology that aids minimally invasive procedures and drug-delivery capabilities, CEO Joe Burnett explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Burnett sits down with BI analyst Matt Henriksson for an in-depth interview on how the ClearPoint system helps surgeons by leveraging live MR imaging for enhanced accuracy with deep brain stimulation and biopsies. He also outlines plans for a full market release of its PRISM Neuro Laser, and how SmartFlow can help drug delivery, with nearly 50 pharma and biotech partnerships for combination therapy. 

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ResMed’s leadership in sleep apnea stems from the combination of its digital-health ecosystem and new hardware to pair with smartwatches and wearables, CEO Mick Farrell tells Bloomberg Intelligence. The mix creates an end-to-end solution for diagnosis of sleep apnea, accelerated patient setup and resupply and proper data management to increase the adherence rate to 80%, he says. In this Vanguards of Health Care episode, Farrell sits down with BI analyst Matt Henriksson for an in-depth interview about how the company started as a spinoff from Baxter to become the market leader in sleep-apnea treatments. Those include novel technologies such as the AirSense 11 continuous positive airway pressure (CPAP) device and n30i mask. Farrell believes the rise of GLPs will have a “Botox effect” on sleep apnea, as patients become more aware of the disease and doctors use all available tools, including ResMed’s CPAP devices, to treat it.

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“Our liquid biopsy test alone, we estimate one in four cancer patients in the US are getting it,” Helmy Eltoukhy, cofounder and co-CEO of Guardant Health, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Eltoukhy joins BI analyst Jonathan Palmer to discuss the underpinnings of the liquid biopsy revolution and how Guardant has stuck to its technology road map since its founding in 2012, launching products in each of the three major market categories. The conversations also covers the company’s recent approval of its Shield colorectal screening test as well as many of the scientific and commercial challenges to standing up the business.

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Radical Catheter Technologies has developed a new design of catheters that takes ribbon technology of different stiffness (and colors straight out of a Dr. Seuss book) to make a near-infinite amount of transitions for optimized size and structure stability, Chairman Martin Dieck explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Dieck sits down with BI analyst Matt Henriksson to talk about Radical Catheter, how he sees the FDA approval of the 7F Radical Catheter for neurovascular procedures as the first step in the next generation of endovascular access and delivery products, and how he took the efforts to create credibility of the novel technology by building out the intellectual property and manufacturing capacity ahead of time.

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BioNTech has a broad and diversified cancer drug pipeline extending well beyond mRNA based approaches. Sam Fazeli, Senior Health Care Analyst, speaks to Ryan Richardson, Chief Strategy Officer, who explains the company’s approach to drug development, hopes for drug launches and what sets it apart from rivals.

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“Tempus is focused on the idea of bringing technology, and in particular artificial intelligence, to diagnostics by essentially combining a molecular result and then connecting that to clinical data for that patient.” Eric Lefkofsky, Founder and CEO of Tempus AI, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Lefkofsky joins BI analyst Jonathan Palmer for a discussion on how Tempus built a multipurpose platform that generates unique insights not only for treating patients but also in drug discovery and speeding recruitment for clinical trials. The two cover how oncology is just the first beachhead, why it’s still early days for the company’s data business and the future of using algorithms in treatment.

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Paragon28 is entering the next chapter of foot and ankle surgery by developing enabling technology that customizes the procedure to the patient and eliminates a one-size-fits-all approach, CEO Albert DaCosta tells Bloomberg Intelligence. In this episode of the Vanguards of Health Care podcast, DaCosta sits down with BI analyst Matt Henriksson to talk about how the company started from the co-founder’s basement, how its technology built a cohesive commercial model to aid foot and ankle surgeons, including product and clinical support, and how it has developed the SMART28 ecosystem that gives surgeons the ability to calculate a patient-specific surgical plan focusing on both bone-reconstruction and soft-tissue balancing. 

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ViiV Healthcare's Head of R&D, Dr. Kimberly Smith, meets with Bloomberg Intelligence senior analyst John Murphy to discuss the evolution of HIV therapy since the 1990s, what she sees as providing the next steps of treatment innovation and how close science may be to a cure. A wide-ranging discussion in this episode also includes topics such as drug access, pricing and clinical trial diversity.

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 "If all goes well, Heartbeat Health will be a household name for the first referral from primary care for cardiology. It'll be easier than everyone else out there and less expensive than other referrals." Dr. Jeff Wessler, CEO and Founder of Heartbeat Health, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Dr. Wessler joins BI analyst Jonathan Palmer to discuss the genesis of Heartbeat's decentralized cardiology practice, how the company iterated from a brick and mortar clinic to a virtual platform to speed access, and why keeping patient care at the center has improved outcomes.  

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