
128 episodes

Big Picture Medicine Dr Mustafa Sultan
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- Health & Fitness
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5.0 • 46 Ratings
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The health entrepreneurship podcast — focusing on big picture stuff.
Interviews with health/biotech entrepreneurs and leaders having impact at scale. Health stuff a techbro/sis would find interesting. Think health meets the Tim Ferriss Show.
Get in touch: pod@musty.io
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🔥 News: The Rise and Demise of Babylon Health
0:00 Intro
0:18 Ali Parsa's Immigrant Story
1:57 Picking a Problem That Was Too Big
4:15 The Supply Induced Demand Problem
5:55 The Unit Economics Problem
7:37 The Misaligned Incentives Problem
10:11 The Friction Problem
12:06 The First Mover Disadvantage
13:30 Raising Too Much Money
14:55 The SPAC Problem
17:40 The Pig With Lipstick Problem
22:07 Should Founders be Liberal with the Truth?
26:06 What Will the Next Health Unicorn Be?
Articles Mentioned
Babylon shareholders wiped out in restructuring deal: https://www.ft.com/content/ce42bcb7-d9ee-4667-910a-b6c7a419449b
Podcast Links
YouTube: https://www.youtube.com/@bigpicturemedicineApple: https://podcasts.apple.com/gb/podcast/big-picture-medicine/id1500446262
Spotify: https://open.spotify.com/show/5707RPmWOJkVZyUHNRSUfS?si=96c7fff6bccb456a
People
Dr Imran Mahmud: https://www.imranmahmud.com/
Dr Adam Bataineh: https://twitter.com/DrAdamBat / https://numenor.health
Dr Mustafa Sultan: https://www.musty.io/ -
🔥 News: VC Dirty Money and Trillion $ Alzheimer's Opportunity
0:00 Intro
0:38 VC Dirty Money (LP Sources)
8:30 Power Dynamics Founder vs VC
12:56 Trillion $ Alzheimer's Opportunity
14:26 Eli Lily's New Alzheimer's Blockbuster (?) Donanemab
19:01 More Issues with Donanemab Phase III Results
21:48 Will Anyone Pay for Donanemab?
24:13 Donanemab Side Effects
27:15 Startup Opportunities in Alzheimer's
31:34 Outro
Articles Mentioned
Founders need to take a stand against VC's 'dirty money’: https://sifted.eu/articles/founders-vc-dirty-money
Eli Lily Donanemab Phase III Press Release: https://investor.lilly.com/news-releases/news-release-details/lillys-donanemab-significantly-slowed-cognitive-and-functional
Cost Effectiveness of Donanemab: https://pubmed.ncbi.nlm.nih.gov/35344024/
Podcast Links
YouTube: https://www.youtube.com/@bigpicturemedicine
Apple: https://podcasts.apple.com/gb/podcast/big-picture-medicine/id1500446262
Spotify: https://open.spotify.com/show/5707RPmWOJkVZyUHNRSUfS?si=96c7fff6bccb456a
People
Dr Imran Mahmud: https://www.imranmahmud.com/
Dr Adam Bataineh: https://twitter.com/DrAdamBat?s=20
Dr Mustafa Sultan: https://www.musty.io/ -
🔥 News: ChatGPT vs Doctors: Who Will Win?
Papers Mentioned—
ChatGPT better + more empathetic than human doctors (JAMA Int Med Paper): https://jamanetwork.com/journals/jamainternalmedicine/fullarticle/2804309
Detecting eye disease using AI (Nature Biomedical Engineering): https://www.nature.com/articles/s41551-022-00867-5
Predicting dementia using LLMs (PLOS Digital Health): https://pubmed.ncbi.nlm.nih.gov/36812634/
AI recognises race from black and white X rays (Lancet Digital Health): https://www.thelancet.com/journals/landig/article/PIIS2589-7500(22)00063-2/fulltext
VC dirty money article: https://sifted.eu/articles/founders-vc-dirty-money
0:00 Intro
0:30 ChatGPT vs Doctors (JAMA Paper)
15:57 AI Better at Diagnosis than Doctors
30:57 Dirty VC Money
32:02 Audience Feedback
Joined by:
Dr Adam Bataineh: Longevity doctor and Co-founder Span Health (acquired by EightSleep).
Dr Imran Mahmud: Investor, Oxford-trained doctor, ex-Mckinsey and Co-founder of NYE Health.
Dr Mustafa Sultan: Creator of Big Picture Medicine and Doctor. -
🔥 News: It’s Time to Build in Healthcare (a16z) and Why are VCs Miserable?
0:00 Intro
0:32 Why are VCs so unhappy?
2:18 What’s hard about being a VC?
3:56 Hustle culture, FOMO, always-on culture in VC
9:54 Is it ever easy to become rich?
12:22 It’s time to build in healthcare
15:31 Why is healthcare so hard for big tech?
17:31 Reasons why healthcare is easier than you think
21:04 Imposter syndrome for tech people entering healthcare
24:03 Would you build another healthcare startup?
25:12 Outro
Joined by:
Dr Imran Mahmud: Investor, Oxford-trained doctor, ex-Mckinsey and Co-founder of NYE Health.
Dr Mustafa Sultan: Creator of Big Picture Medicine and Doctor. -
#118 Martin Shkreli on Drug Pricing, Being Hated/Rich and His GPT-4 Doctor
Martin Shkreli is an American Investor, Pharmaceutical Executive and Hedge Fund Manager who became the most hated man in America in 2015 when he obtained the drug Daraprim and increased its price from $13.50 a pill, to $750 overnight.
0:00 Intro
1:56 The Big Short
8:04 How to price a drug
20:01 Should we price drugs like iPhones
25:36 Pharma's dirty secret with R&D spend
34:12 Why are we not discovering more drugs? Eroom's Law
43:59 Marting's new AI Doctor — Dr Gupta
51:08 What's the FDA going to say?
53:26 Problems with GPT-4; hallucinations and sources
1:00:00 Mental health impact of being the most hated man in America
1:02:30 How rich are you?
1:08:00 Outro
Daraprim is used to treat or prevent parasitic diseases, commonly in patients with HIV or AIDS.
He defended the move by saying “If there was a company that was selling an Aston Martin at the price of a bicycle, and we buy that company and we ask to charge Toyota prices, I don't think that that should be a crime.”
Unrelated to the Daraprim scandal, in 2017 he was charged with securities fraud and sentenced to seven years in prison and fined a total of over $70M dollars.
Martin comes from humble beginnings, his parents are Albanian immigrants — but he quickly ascended the world and became a multimillionaire polymath. And despite having no formal training in Medical Sciences — he has a penchant for consuming medical literature from PubMed, and making novel insights.
We talk about how Martin does this, his philosophy around drug pricing — and whether we should think about pricing drugs in the same way we price iPhones, we talk about whether blowing more money into pharma research & development actually leads to more exciting drugs, Martin’s new AI doctor that he just launched and the mental health impact of being the world’s most hated man.
You can find me on Twitter @MustafaSultan and subscribe to my newsletter on www.musty.io -
#117 Dr Ben Maruthappu On Raising $400M for Cera Care
Dr Ben Maruthappu is the the Co-founder and CEO of Cera Care; a digitally-enabled social care company which has raised over $400M dollars. He was made a Member of the Order of the British Empire in 2020.
0:00 Intro
0:47 Ben's story
6:10 How to have good ideas, at the right time
12:14 Good decisions Ben made with Cera to scale
21:07 Is the US greener pastures?
28:10 What healthtech can learn from fintech, ridesharing and food delivery
30:17 Anti-lessons from other industries
33:53 How do you stop driving becoming toxic
36:13 Are founders olympic athletes who don't deserve work-life balance?
38:31 Are you full of sh*t? What are your real motives?
41:19 Are successful founders happy people?
43:30 Mo money mo problems
46:51 The power of vulnerability vs the magnetism of certainty
52:21 Networking advice
You can find me on Twitter @MustafaSultan and subscribe to my newsletter on www.musty.io
Customer Reviews
Top quality content
I’ve been listening to this podcast at the very least monthly for the last 2 years and consistently get a lot of value from it. Cracking Podcast that I would highly recommend.
My favourite Healthtech podcast
Musty is an incredibly thoughtful, insightful and witty interviewer - I listen to the podcast for his questions more so than the interviewee’s answers!
Understandable and useful!
Even as a non-medic, I found the content to be understandable and enjoyable. Complex topics are simplified and the guests are always interesting.