Health:Further

Marcus Whitney & Vic Gatto

Every week, healthcare VCs and Jumpstart Health Investors co-founders Vic Gatto and Marcus Whitney review and unpack the happenings in US Healthcare, finance, technology and policy. With a firm belief that our healthcare system is doomed without entrepreneurship, they work through the mud to find the jewels, highlight headwinds and tailwinds, and bring on the smartest guests to fill in the gaps.

  1. hace 2 días

    196 - PCE at 4.1%, GLP-1s for Kids, and OpenAI's Custom Chip — Health:Further Weekly

    Vic and Marcus discuss rising inflation, the AI-driven data center boom, and growing concerns about the long-term economic impact of artificial intelligence. They examine major healthcare venture funding rounds, the resurgence of biotech investment, Medicare policy changes, PBM scrutiny, rising healthcare spending driven by GLP-1 drugs, rural hospital transformation, chemotherapy drug shortages, new cancer treatments, and the growing use of Wegovy in children. The episode also covers Bitcoin's sharp decline, venture capital consolidation, and the future of healthcare innovation. Story Lineup 1 — In This Economy 1:59 - Story 1: PCE Hits 4.1% — The Iran War, the AI Build-Out, and a Fed Caught in the Middle  [WSJ] 7:13 - Story 2: AI Infrastructure Is Inflation's New Structural Driver  [WSJ] 16:17 - Story 3: AI Bubble Fears Trigger Nasdaq Rout; KOSPI Crashes 10% Overnight  [Axios] 18:02 - Story 4: Scott Bessent: Hamilton Inspires Trump Economic Statecraft  [WSJ] 2 — VC Deal Review 20:33 - Story 1: Menlo Ventures Closes $3B Fund — Biggest Ever — on the Back of Its Anthropic Bet  [TechCrunch] 28:49 - https://www.fiercehealthcare.com/ai-and-machine-learning/assort-health-scores-120m-series-c-scale-voice-ai-agent-platform-healthcare  30:21 - Story 2: Cadence Closes $100M Series C at $1.23B Valuation for AI-Powered Chronic Care  [MedCity News] 31:33 - Story 3: Ollin Biosciences Hauls In $330M Series B to Challenge Roche's Vabysmo in Wet AMD  [Fierce Biotech] 3 — Policy 32:34 - Story 1: U.S. Health Spending Hits $5.7 Trillion in 2025 — GLP-1 Costs Are a Primary Culprit  [Healthcare Dive] 34:43 - Story 2: 31 House Democrats Demand Transparency on CMS's AI Prior-Auth Pilot in Medicare  [Healthcare Dive] 4 — Health Payors 38:35 - Story 1: Florida Opens Antitrust Probe Into CVS/Caremark as State-Level PBM Crackdown Accelerates  [Healthcare Dive] 43:07 - Story 2: Abarca Health and LucyRx Merge to Build a Scaled Independent PBM Alternative  [MedCity News] 44:33 - Story 3: Medicare Advantage at an Inflection: Reset or Retreat?  [MedCity News] 5 — Health Systems 50:11 - Story 1: Cancer Chemo Shortages Force Hospitals to Consider Rationing  [Becker's] 52:33 - Story 2: Eli Lilly Halts 340B Discounts for Non-Compliant Hospitals, Triggering Legal Battle  [MedCity News] 55:39 - Story 3: States Are Using the $50B Rural Health Fund to Shrink Hospitals, Not Transform Care  [Healthcare Dive] 6 — Pharma & Novel Therapies 57:38 - Story 1: FDA Approves Two New Drugs to Replace Chemo as First-Line Treatment for Triple-Negative Breast Cancer  [WSJ] 59:23 - Story 2: Pfizer's First Major ADC From the $43B Seagen Acquisition Fails Phase 3  [Fierce Biotech] 59:47 - Story 3: AbbVie Pays $10.9B for Apogee to Challenge Dupixent in Eczema  [Fierce Biotech] 7 — About Health & Us / The Clinician's Voice 1:00:39 - Story 1: Wegovy for Elementary Schoolers: Pediatricians Turn to GLP-1s as Childhood Obesity Rates Climb  [WSJ] 8 — Web3 1:03:47 - Story 1: Bitcoin Hits Multi-Year Low of $58K as BTC and ETH Each Post 20%+ Monthly Losses  [CoinDesk] 9 — The AI Tracker 1:06:18 - Story 1: Anthropic Accuses Alibaba of Running a 'Brazen' Campaign to Illicitly Access Claude  [WSJ] 1:10:30 - Story 2 : https://www.lennysnewsletter.com/p/glm-52-why-im-replacing-opus-in-claude 1:12:32 - Story 3: OpenAI Unveils 'Jalapeño' — Its First Custom AI Inference Chip Built With Broadcom  [WSJ] 1:13:05 - Story 4: X - Satya Nadella - "Frontier without an ecosystem is not stable."  [X]

    1 h 21 min

  2. 20 jun

    195 - Warsh's Fed, the Hormuz Deal, Anthropic's Export Ban, and the Retatrutide Black Market! Ft. Ash Shehata

    Marcus welcomes Ash Shehata, former KPMG executive and current Impact Advisors leader, as guest host for a wide-ranging discussion on healthcare, technology, finance, and policy. They examine the Federal Reserve’s evolving approach under Kevin Warsh, the economic implications of reopening the Strait of Hormuz, and SpaceX’s historic IPO alongside its reported Cursor acquisition. The conversation also covers the resurgence of biotech and pharmaceutical M&A, FDA flexibility around gene therapies, rural hospital transformation funding, information blocking enforcement, Medicare Advantage contract disputes, PBM transparency battles, smart hospital rooms, longevity medicine, GLP-1 coverage expansion for seniors, digital assets, tokenized stocks, and the growing role of AI across healthcare and society. Story Lineup 1 — In This Economy 2:34 - Story 1: Warsh's Fed Ditches Forward Guidance — Markets Brace for Hikes  [NYT] New Fed Chair Kevin Warsh holds rates but abandons forward guidance at his first FOMC presser, sending rate-hike odds higher and rattling markets — a fundamental shift in central bank posture.Tension / discussion: Is Warsh's opacity a feature or a bug? Does removing guidance restore Fed credibility or introduce dangerous ambiguity for markets and borrowers?also: Axiosalso: WSJ6:22 - Story 2: U.S.-Iran Deal Reopens Hormuz, Sends Oil Prices Tumbling  [NYT] Strait of Hormuz reopens under a U.S.-Iran MOU signed ahead of schedule, driving oil prices lower, gas below $4 nationally, and stocks higher — the biggest macro relief valve in months.Tension / discussion: How durable is this deal? A fragile MOU with Iran may give markets false comfort while the underlying geopolitical fault lines remain very much alive.also: Axiosalso: Axios11: 07 - Story 3: SpaceX Acquires AI Coding Agent Cursor for $60 Billion  [WSJ] SpaceX deploys post-IPO capital in a $60B all-stock acquisition of Cursor, extending Musk's empire into enterprise AI tooling and setting a new benchmark for AI startup valuations.Tension / discussion: Does a $60B price tag for a coding agent represent genuine enterprise value or peak AI deal froth? And what does it mean that a rocket company is now a software conglomerate?also: Strictly VC2 — VC Deal Review 14:52 - Story 1: Biopharma M&A Is Back: PwC Reports Strongest Deal Quarter Since 2020  [Fierce Biotech] PwC data shows life sciences deal values exceeded $65B in Q1 2026, the strongest quarter in six years — a macro signal that the biopharma financing cycle has turned.Tension / discussion: Is this a genuine ecosystem recovery or a buyer's market where big pharma is snapping up distressed assets at favorable prices while smaller biotechs remain starved for capital?17:58 - Story 2: Kardigan Prices $400M Upsized IPO to Fund Cardiovascular Drug Push  [Endpoints] Cardiovascular biotech Kardigan prices above expectations in a upsized $400M IPO, the latest evidence that the biotech IPO window is open for the right therapeutic areas.Tension / discussion: Cardiovascular drugs have a historically brutal Phase 3 attrition rate — does the IPO enthusiasm reflect genuine science confidence or investor FOMO in a hot market?FYI InStride Raises $30M Series C for Pediatric Mental Health  [MedCity News]Altaris Acquires AI Drug Dev Platform Simulations Plus for $375M  [Fierce Biotech]Vedana Therapeutics Emerges With $46M for Next-Gen Migraine Prevention  [Fierce Biotech]3 — Policy 20:01 - Story 1: FDA Reverses Course on uniQure Huntington's Gene Therapy — A Signal of New Regulatory Flexibility  [MedCity News] FDA greenlights uniQure's Huntington's gene therapy for accelerated approval filing after reversing a prior requirement for an additional trial — a bellwether for how the agency will treat the broader rare disease pipeline.Tension / discussion: Is this welcome regulatory modernization for patients with no other options, or does loosening approval standards for gene therapies create a safety accountability gap that will haunt the field?also: STAT Newsalso: Fierce Biotech23:35 - Story 2: Rural Hospitals Told to 'Hang On' as Medicare Opt-Outs Accelerate and Closure Funds Lag  [Becker's] Rural hospital leaders are skeptical the $50B HR 1 transformation fund arrives before closures hit, while a parallel JAMA analysis shows rural physicians are opting out of Medicare faster than anyone is tracking.Tension / discussion: Is the Rural Health Transformation Program a genuine lifeline or a political promise that arrives too late for the hospitals and patients that need it most?also: Becker's31:28  - Story 3: Trump HHS Launches Active Information-Blocking Enforcement Under 21st Century Cures Act  [Becker's Hospital Review] After years of soft implementation, HHS is now actively enforcing information-blocking rules — a compliance wake-up call for health systems, EHR vendors, and health IT companies.Tension / discussion: Will enforcement pressure actually unlock data interope...

    1 h 21 min

  3. 13 jun

    194 - Inflation Rises, SpaceX Demand Surges, and Apple’s AI Strategy Takes Shape

    Vic and Marcus discuss rising inflation tied to escalating conflict in Iran and the broader economic implications for energy markets, review major venture capital and healthcare startup funding activity including surgical AI company Uncovr, examine developments in AI adoption and productivity across healthcare, analyze the competitive landscape between Apple and leading AI labs, explore IPO activity ranging from SpaceX demand to healthcare and pharmaceutical offerings, and close with a discussion on robotics, automation, and the impact of humanoid robots on future labor markets. Links Story 1: Economy 5:16 - Inflation Jumps as Iran War Intensifies Price Squeeze NYT 9:16 - SpaceX IPO Draws at Least $5 Billion Order From BlackRock Story 2: VC rundown 15:32 - Surgical AI Startup Uncovr Emerges from Stealth with $7M Seed Funding HIT 16:55 - Stepful raises $55M for healthcare training platform Mobi Health Story 3: Price transparency 17:40 - Kennedy & Oz Discuss Price transparency on X Story 4: CMS Top 5 Priorities 22:39 - The 5 Areas Where Dr. Oz Says CMS Can Make Healthcare More Affordable MedCity Story 5: Drug prices inside EMRs 26:41 - BCBS of Massachusetts partners for lower-cost drug alternatives Healthcare Finance Story 6: GSK Oncology 28:21 - GSK to Buy Nuvalent for $10.6 Billion in Oncology Push WSJ Story 7: GLP-1 Pills 28:40 - Novo Nordisk Weight-Loss Pill Prescriptions Hit Three Million Since Launch WSJ Story 8: Pharma IPO in Canada 30:01 - Apotex Shares Rally as Trading Begins Following Pricing of C$1.3 Billion IPO WSJ Story 9: Wearable Showdown  31:33 - The Wearable Showdown: Oura Ring 5 vs. Fitbit Air vs. Whoop MG vs. Apple Watch WSJ Story 10: Agent Payments 34:41 - Coinbase Launches Tool That Lets AI Agents Trade Crypto and Make Payments for Users Decrypt 35:35 - Mastercard Launches Agent Pay for Machines, Ripple and XRPL Join 30+ Partners to Power AI-Driven Commerce Merkle Story 11: Abridge growth 38:53 - Abridge picks up strategic investment from Eli Lilly, expands payer, research workflows Fierce Healthcare Story 12: Claude Fable5 40:08 - Anthropic Releases New ‘Mythos-Class’ Model to General Public With Guardrails WSJ 41:16 - bWe've Never Seen an AI Like This (Claude Fable 5) YouTube Story 13: Price War Coming? 1:05:55 - OpenAI Considers Drastic Price Cuts, Anticipating War for Users With Anthropic WSJ Story 14: Apple Developer Conf 1:07:37 - Apple Unveiled the New Siri AI. Here Are the Key Takeaways. WSJ Story 15: Apple Developer Conf 1:12:47 - Driverless Trucks Are Here—and They’re Delivering Bags of Doritos WSJ

    1 h 20 min

  4. 6 jun

    193 - UnitedHealthcare Medicaid Lawsuit, Hospital AI Expansion, and the New Longevity Boom

    Vic and Marcus discuss signs of stress in the private credit market, including redemption pressure at Blackstone, major healthcare and AI funding rounds, and the growing interest of technology investors in longevity startups. They examine legal and regulatory developments involving generic drug marketing, Massachusetts' lawsuit against UnitedHealthcare over alleged Medicaid fraud, and California's action related to the 23andMe data breach. The conversation also covers health system adoption of artificial intelligence through partnerships with General Catalyst, new healthcare AI investments, the evolving IPO market, and growing debate over AI regulation and the role of companies such as Anthropic, Google, and OpenAI. Links Story 1: Economy 2:41 - U.S. Job Openings Increased While Hiring Fell in April WSJ 3:17 - U.S. Jobless Claims Rose Last Week WSJ 3:27 - Kevin Warsh Wants the Fed to Think About Inflation Differently WSJ Story 2: Private Credit - Blackstone 5:44 - Blackstone Investors Ask to Pull $4.4 Billion From Private-Credit Fund WSJ Story 3: VC rundown 7:14 - Coinbase Founder’s Longevity Startup Triples in Value WSJ 8:15 - Adaptive Innovations Raises $50M in Series A Funding FINSMES 9:37 - Advanced NanoTherapies raises $31M for drug-coated balloon tech Drug Delivery 9:58 - Contraline and its male birth control candidate rally $92.5M amid push into 'massive white space' of men's health Fierce Healthcare 10:52 - Novellia raises $18M for patient-controlled health data platform MobiHealth 12:55 - Ilant Health Secures $15M to Expand Value-Based Precision Obesity Management HIT Story 4: SCOTUS 13:45 - It's unanimous: SCOTUS agrees with Hikma in 'skinny label' case vs. Amarin Fierce Healthcare Story 5: MA sues UHG 16:06 - Massachusetts sues UnitedHealthcare for alleged Medicaid fraud Healthcare Dive 16:58 - California attorney general sues over 23andMe data breach Healthcare Dive Story 6: Ardent new CEO 18:41 - New Ardent Health CEO inherits growth ambitions Healthcare Dive Story 7: Ascension 21:56 - Ascension closes its $3.9B AmSurg purchase following FTC's all-clear Fierce Healthcare Story 8: WellSpan 24:18 - WellSpan Health strikes strategic partnership with Philips to deploy, co-develop new healthcare tech Fierce Healthcare Story 9: New Brain Tumor Treatment 25:33 - Radiation Device Placed in Brain Cuts Tumor Recurrence, Boosts Survival WSJ Story 10: Lilly 340B 27:53 - Eli Lilly issues data sharing ultimatum to 340B hospitals Healthcare Dive Story 11: Autism Fraud? 30:53 - The Autism-Therapy Business Is Booming—and So Is the Billing Abuse WSJ Story 12: Crypto Winter 39:06 - The Crypto Winter Turns Colder as Bitcoin Extends Its Slide WSJ 39:21 - Strategy shares fall after selling $2.5 million in bitcoin, its first sale since 2022 CNBC Story 13: Tokenized Bank Deposits 42:34 - JPMorgan, Citi and Big Banks Plan New Tokenized Deposit System to Answer Crypto WSJ Story 14: Mayo Teams with Microsoft 43:44 - Mayo’s latest AI bet: A frontier model with Microsoft Healthcare Dive Story 15: AI Regulation 45:23 - Trump Signs AI Executive Order to Increase Government Oversight WSJ Story 16: IPOs 53:50 - Anthropic Files to Go Public in Blockbuster Year for IPOs WSJ 53:59 - Google Seeks $80 Billion for AI Buildout; Berkshire Will Buy $10 Billion Stake WSJ 54:16 - SpaceX Sets Price for the World’s Largest I.P.O. NYT Story 17: PCs for AI Agents 55:35 - Nvidia Introduces First PCs Designed for AI Agents WSJ Story 18: Anthropic Reg Capture 56:31 - Anthropic Urges Global Pause in...

    1 h 3 min

  5. 30 may

    192 - GLP-1 Frailty Concerns, AI's Impact on Jobs, and Amazon's $6 Billion AI Deal

    Vic and guest host Emily Evans discuss declining consumer sentiment, challenges in the labor market, and the growing impact of AI on jobs and small businesses. They examine FDA food regulation and the debate around "generally regarded as safe" ingredients, Medicaid policy changes and fraud enforcement efforts under CMS, the expansion of AI from large enterprises to Main Street businesses, concerns that GLP-1 weight loss drugs may contribute to muscle loss and frailty, and major developments in the AI infrastructure race, including Amazon's multibillion-dollar chip deal. Links Story 1: Economy 00:41 - U.S. Consumer Sentiment Worsened in May WSJ 1: 39 - This Summer’s Teen Job Market Is the Toughest in Decades WSJ 4:05 - Phoenix Built an Empire of Cubicle Jobs. AI Is Coming to Tear It Down. WSJ 7:32 - The App for Trump Accounts Will Launch Thursday. Here’s What to Know. WSJ Story 2: VC rundown 11:04 - Commure raises $70M, boosting post-money valuation to $7B Mobi Health 13:08 - Benefitbay raises $18m Series A to scale ICHRA platform FinTech 18:50 - Nourish raises $100M, plans to expand care model with physicians Fierce Healthcare 23:07 - Private Loans to Venture-Backed Startups Surge Despite AI Disruption Concerns WSJ Story 3: Political Hard-Ball Impacts Medicaid 25:50 - Trump Nemesis Sen. Bill Cassidy Defeated in GOP Primary WSJ 26:04 - Paxton Wins Texas Republican Primary After Trump Endorsement WSJ 29:58 - Trump administration proposes crackdown on Medicaid state-directed payments Healthcare Dive Story 4: New CMS Health Plan Flexibility45:08 - New Final Rule Pushes Marketplace Enrollees Toward Lower-Quality, More Expensive Coverage CBPP Story 5: HHS Fraud Crackdown 58:19 - HHS launches AI-backed health fraud crackdown Healthcare Dive Story 6: CVS and the end of PBMs 1:06:01 - CVS sues to challenge Tennessee's new PBM law Fierce Healthcare 1:08:17 - Bipartisan lawmakers reintroduce bill barring PBMs from owning pharmacies Fierce Healthcare 1:10:27 - Brokers increasingly recommending ICHRA to employers Fierce Healthcare 1:12:36 -  Hospitals sue CVS Health alleging it redirected $250M in 340B funds Healthcare Finance Story 7: Training more Docs (finally) 1:15:26 - 5 physician residency programs launching or expanding in 2026 Beckers Story 8: Quorum as a Nonprofit 1:16:09 - Quorum Health transitioning to nonprofit for financial pickup Fierce Healthcare Story 9: Big Health Brands moving quickly 1:20:06 - Amazon taps Roy Schoenberg to lead healthcare business as Neil Lindsay plans to step down Fierce Healthcare 1:20:53 - Amazon One Medical launches GLP-1 program integrated with primary care Fierce Healthcare 1:22:33 - Smart ring maker Oura files confidentially for IPO as consumer demand propels revenue growth Fierce Healthcare 1:24:33 - GoodRx launches subscription program for low-cost generic medications, telehealth services Fierce Healthcare Story 10: Lilly’s moves 1:30:22 - One-and-Done Heart Disease Prevention? Scientists Show It May Be Possible. NYT 1:32:00 - Lilly Agrees to Buy Trio of Vaccine Developers WSJ Story 11: GLP1 Side Effects 1:39:13 - Is the Weight-Loss Drug Revolution Causing a Frailty Epidemic? WSJ Story 12: Ebola Watch 1:41:49 - Doctors, Hospitals Struggle to Keep Up With Ebola’s Spread WSJ Story 13: New Chip Entries Grow 1:44:25 - Huawei Says It Has Workaround to Match Leading Chips WSJ 1:45:42 - Amazon Strikes $6 Billion Deal With Snowflake for Agentic Computing Chips WSJ Story 14: New Chip Entries Grow 1:47:09 -

    1 h 54 min

  6. 23 may

    191 - FT. Chris Boone: Oracle, AI, and the Future of Healthcare, Real World Evidence, Precision Medicine, and Workforce Change

    Vic and Marcus sit down with Chris Boone, Group Vice President of Research Services at Oracle Health and Life Sciences, live from the Jumpstart Health Summit. The conversation explores Oracle’s growing role in healthcare following its Cerner acquisition, the future of real world evidence in drug discovery, how artificial intelligence is reshaping clinical research and healthcare organizations, and the opportunities and challenges surrounding AI adoption, regulation, workforce transformation, and precision medicine. They also discuss predictive healthcare, autonomous agents, the evolution of healthcare leadership, and what a world free of disease could realistically look like.

    30 min

  7. 16 may

    190 - Marty Makary Resigns, AI Bubble Concerns Grow, and Healthcare Keeps California Afloat

    Vic and Marcus discuss rising inflation driven by energy costs and the impact on consumers, travel, and wage growth. They examine newly confirmed Fed Chair Kevin Warsh and debate whether AI investment and market enthusiasm are creating an economic bubble. The episode covers healthcare job growth becoming a key driver of California’s economy, major healthcare venture funding activity, and the resignation of FDA Commissioner Marty Makary and what it could signal about the future of regulation. Additional topics include declining overdose deaths, changes to PBMs after Optum Rx moves to a fee-based model, Hims & Hers struggling after the GLP-1 shift, General Catalyst’s healthcare transformation efforts, US and China negotiations, and broader conversations around healthcare, policy, and technology. Links Story 1: CPI 1:44 - Inflation Soared to 3.8% in April, Driven by Gasoline Prices WSJ 3:24 - Prices at the Pump Are Wiping Out Wage Gains WSJ Story 2: New fed Chair 4:51 - Kevin Warsh Is Confirmed as Fed Chair in 54–45 Senate Vote WSJ Story 3: Jobs 11:42 - U.S. Adds 115,000 Jobs in April With Solid Hiring Across Sectors WSJ 13:43 - Cisco to Shed Jobs for All-In AI Push WSJ 14:21 - Forget Tech and Hollywood. California Is Powered by Healthcare Jobs. WSJ Story 4: VC rundown 15:14 - Chromie Health picks up $2M in pre-seed funding, launches SMS AI-powered nurse staffing agent Fierce Healthcare 16:07 - Salesforce Ventures, Echo Health Ventures back Optura's $17.5M series A to track AI performance Fierce Healthcare 18:03 - Basata Secures $21M to Rebuild Healthcare’s Operational Layer: Automating Referrals and Scheduling End-to-End HIT  19:14 - Urologic Health: $11 Million Seed Financing Raised For Non-Invasive Bladder Function Monitoring Pulse 2.0 20:04 - Google-backed Isomorphic Labs raises $2.1B for AI drug discovery platform Mobi Health Story 5: Policy rundown 21:08 - FDA Commissioner Marty Makary, Under Pressure From Trump, Resigns WSJ 33:11 - Vance to States: Address Fraud or Lose Federal Medicaid Funding WSJ 43:24 - U.S. Drug Overdose Deaths Fall for Third Straight Year WSJ 44:17 - Trump Was Flattering, Xi Was Resolute. The Difference Spoke Volumes. NYT Story 6: Optum Moving Away from Traditional PBM Model 49:39 - Optum Rx replaces traditional PBM model with a fee-based structure Healthcare Finance Story 6: UC reaches deal with Union 51:38 - University of California, union reach late-night deal to avert system-wide strike Fierce Healthcare Story 7: Digital Health Earnings 52:33 - Hims & Hers posts $92M loss in Q1 as it shifts to branded GLP-1 medications Fierce Healthcare 54:22 - Omada Health posts 42% revenue jump in Q1, joins Eli Lilly employer weight loss program Fierce Healthcare Story 8: GC Hosts Kennedy in Ohio 55:47 - General Cataylst & HatCo host Kennedy in Akron LI Story 9: Far Reaching Negative Impact of Hearing Loss 58:17 - Walking Slower? Why Your Ears, Not Your Knees, Might Be the Problem WSJ Story 10: Clarity Act 1:00:27 - Clarity Act clears U.S. Senate committee, on its way to a final test in Congress CoinDesk Story 11: SpaceX & Google 1:06:06 - SpaceX and Google Are in Talks to Launch Data Centers in Orbit WSJ Story 12: Googlebooks 1:08:45 - Google’s Android-powered laptops are called Googlebooks, and they’re coming this year Ars Technica Story 13: Robots You Wear 1:11:37 - Human + Robot Limitless

    1 h 15 min

  8. 9 may

    189 - Hantavirus Fears Rise as Global Officials Respond | AI Layoffs Accelerate | Google Expands in Healthcare

    Vic and Marcus discuss the latest signals from the labor market and growing concerns around AI-driven layoffs, including workforce cuts at Coinbase, PayPal, and other major companies. They examine how AI is reshaping healthcare operations, payer strategies, and pharmaceutical distribution, with conversations covering IBM and OpenAI’s work with Elevance, Hims & Hers launching AI lab interpretation tools, Google’s push into consumer health, and Roche acquiring PathAI. The episode also covers RFK Jr.’s push to reduce antidepressant use, the SEC proposal to eliminate quarterly reporting, CVS and Oscar Health earnings, UPMC acquiring CommonSpirit’s Trinity Health assets, renewed momentum at Pfizer and Novo Nordisk, and the rapid convergence of AI agents, crypto payments, and cloud infrastructure through AWS, Coinbase, and Stripe. Links Story 1: Jobs market 1:52 - March Labor Market Was Stable, if Sluggish WSJ 3:08 - Job Market Starts to Show Glimmers of Good News WSJ Story 2:  Private Credit watch 4:02 - HSBC Takes $400 Million Hit From Private-Credit Alleged Fraud WSJ Story 3: AI Org changes 5:20 - AI Is Forcing CEOs to Make a Stark Choice: Lay Off Workers or Make Them Do More WSJ 5:40 - Coinbase layoff X 10:46 - PayPal to Cut 20% of Staff Amid Turnaround Push WSJ 12:12 - IBM CEO Says AI Triggers Need for New Operating Models WSJ Story 4: VC rundown 13:37 -  Startup Enabling Aging at Home Raises $6M, Gains New MA and Medicaid Partnerships MedCity 15:32 - Enzo Health raises $20M to expand AI home health platform Mobi Health 17:09 - XCaliber Health scores $6.5M for workflow platform Mobi Health 19:06 - Village: $9.5 Million Raised For Specialty Pediatrics AI Platform Pulse 2.0 Story 5: Antidepressants 22:02 - RFK Jr. Wants to Wean Some Americans Off Antidepressants WSJ Story 6: End of Quarterly requirements? 25:45 - SEC Proposes to Eliminate Quarterly Reporting Requirement for Public Companies WSJ Story 7: Elevance 30:39 - California hospitals sue to block Elevance out-of-network penalty Modern Healthcare Story 8: Payor earnings 33:22 - CVS’s Results Add to Positive Momentum for Health-Insurance Industry WSJ 35:48 - Oscar Health's profit hits $679M, membership rises in Q1 Fierce Healthcare Story 9: UPMC 40:02 - UPMC to acquire CommonSpirit’s Trinity Health Modern Healthcare Story 10: Health provider earnings 42:45 - Ardent touts outpatient volume, margin growth during hectic Q1 Fierce Healthcare 43:54 - Hinge Health lifts 2026 outlook after strong Q1 as it expands to new conditions Fierce Healthcare Story 11:  Pharma 44:50 - Pfizer Posts Better-Than-Expected Revenue, Profit WSJ 46:30 - Novo Nordisk Shares Jump on Strong Demand for Wegovy Pill WSJ 48:46 - Bayer to Buy Eye-Drug Developer Perfuse Therapeutics for Up to $2.45 Billion WSJ 49:41 - Roche shells out up to $1B for PathAI in move to boost artificial intelligence-powered diagnostics Fierce Healthcare Story 12:  Pharma Hantavirus Case in Switzerland Spurs Race to Trace Contacts WSJ 57:06 - Global Health Officials Race to Track Hantavirus but Predict ‘Limited’ Outbreak NYT Story 13:  AWS agent payments 59:36 - AWS taps Coinbase and Stripe to power USDC payments for AI agents The Block Story 14:  Hims AI 1:02:57 - Hims & Hers debuts its first AI care agent to interpret biomarker lab results Fierce Healthcare Story 15:  Google Fitbit 1:04:44 - A comprehensive view of your health: Google Blog 1:06:27 - Google unveils Whoop-like screenless Fitbit Air TechCrunch Story 16:  Anth...

    1 h 31 min
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Every week, healthcare VCs and Jumpstart Health Investors co-founders Vic Gatto and Marcus Whitney review and unpack the happenings in US Healthcare, finance, technology and policy. With a firm belief that our healthcare system is doomed without entrepreneurship, they work through the mud to find the jewels, highlight headwinds and tailwinds, and bring on the smartest guests to fill in the gaps.

Información

  • Creador
    Marcus Whitney & Vic Gatto
  • Años de actividad
    2017 - 2026
  • Episodios
    196
  • Clasificación
    Apto
  • Copyright
    © 2025 Health:Further
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