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. Aug 29

    205 - Meta's $17B Settlement, Pancreatic Cancer Breakthrough and AI Cybersecurity Threats

    Vic and Marcus discuss revised jobless claims, Nvidia's continued AI-driven growth, and major developments across healthcare, technology, and policy. They cover Cityblock's acquisition of Homeward Health, new telehealth prescribing rules, Meta's $17.1 billion settlement over teen social media protections, and Medicare overbilling allegations involving Humana-owned Villages Health. The episode also examines cyberattacks affecting medical device companies, a new FDA-approved treatment for pancreatic cancer, Alzheimer's blood testing, diabetes monitoring technology, and concerns about AI transparency in healthcare. They close with Nvidia's reported move to acquire Hugging Face, Stripe's OpenRouter acquisition, and warnings from major technology companies about the growing threat of AI-enabled cyberattacks. Story Lineup 1 — In This Economy 2:32 - Story 1: U.S. Jobless Claims Fall to 203,000; Labor Market Stays Resilient  [WSJ] 4:45 - Story 2: Nvidia Reports Record $96.2B Revenue, Projects 70% Growth; AI Spending Boom Intact  [WSJ] 7:11 - Story 3: Fed Chair Warsh Faces Pressure at Jackson Hole; Treasury-Fed Boundary Tensions Rise  [WSJ] 2 — VC Deal Review 11:15 - Story 1: Cityblock Health Secures $116M Series E, Acquires Homeward Health to Expand Rural Medicare Advantage  [MedCity News] 12:24 - Story 2: Onos Health Raises $17M Series A for AI-Driven Behavioral Health Platform  [MedCity News] 3 — Policy 13:09 - Story 1: DEA Sends Final Telehealth Prescribing Rule to White House for Review; Would Enable Controlled-Substance Prescribing via Telehealth  [Becker's] 14:29 - Story 2 : Meta to Pay up to $17.1 Billion 4 — Health Payors 18:17 - Story 1: Humana's Villages Health Settles Medicare Advantage Billing Fraud for $541.5M Over Fake Diagnosis Codes  [Healthcare Dive] 5 — Health Systems 19:43 - Story 1: UPMC Swings to $18.3M Operating Loss in Q2; Insurance Revenue Up, Patient Revenue Flat Signals Margin Pressure  [Becker's] 20:27 - Story 2: Boston Scientific Operations Disrupted by Cyberattack; Ordering and Shipping Systems Hit  [Healthcare Dive] 6 — Pharma & Novel Therapies 25:26 - Story 1: FDA Approves Daraxonrasib (Rasonque), First RAS Inhibitor for Advanced Pancreatic Cancer—Landmark Breakthrough  [WSJ] 26:48 - Story 2: Roche and Eli Lilly Win FDA Clearance for First-of-Its-Kind Alzheimer's Biomarker Blood Test  [WSJ] 28:09 - Story 3: Novo Nordisk Shares Fall as Eli Lilly Outcompetes GLP-1 Market; Stock Down 70% from June 2024 Peak  [WSJ] 7 — About Health & Us / The Clinician's Voice 30:05 - Story 1: FDA Clears Abbott's First-of-Its-Kind Wearable Ketone Sensor to Detect Diabetic Ketoacidosis Risk  [Fierce Biotech] 31:07 - Story 2: Nearly Half of Americans Unaware Whether AI Has Been Used in Their Care, Pew Survey Finds  [Healthcare Dive] 37:32 - Story 3: Oura Health Wearable Ring Faces Class-Action Lawsuit Over Sleep-Tracking AI Accuracy Claims  [MedCity News] 8 — The AI Tracker 40:10 - Story 1: Nvidia Reportedly Acquiring Hugging Face AI Model Hub for ~$13B; Control Over Open-Source Infrastructure Consolidates  [Gizmodo] 41:58 - Story 2 : Stripe Buys A.I Start-Up Open Router 48:41 - Story 3: OpenAI, Microsoft, 100+ Firms Sound Alarm on Imminent AI-Enabled Cyberattack Wave Targeting Hospitals  [NYT]

  2. Aug 22

    204 - Exercise Pill, Cancer Vaccine, Blood-Draw Robots and the Future of Healthcare

    Vic and guest host Paul Kappleman discuss the state of U.S. healthcare under the Trump administration, including access, affordability, hospital closures, consolidation, and the potential rise of Medicare for All. They examine weakening retail sales, interest rates, $40 trillion in U.S. debt, healthcare venture capital, at-home sleep apnea diagnosis, pancreatic cancer screening, primary care, FDA leadership and AI-enabled medical devices, Medicaid asset limits, Costco entering Medicare, Providence Health Plan's exit, and Moderna's personalized cancer vaccine. They also cover an exercise pill, patient access to test results, Bitcoin and the CLARITY Act, robotic blood draws, Epic's AI platform, OpenAI's new protections for teens and enterprise users, and Amazon's expansion of drone delivery. 1 — In This Economy 17:09 - U.S. Retail Sales Fell 0.6% in July to $763.6 Billion, Missing Forecasts for Growth  WSJ 17:26 - Fed Minutes Reveal Broader Support for Rate Increases WSJ 17:56 - U.S. Debt Hits $40 Trillion as America’s Borrowing Binge Continues NYT 2 — VC Deal Review 19:58 - Happy Health Snags $75M to Support Home-Based Care MedCity sleep 21:24 - Craif raises $33M to boost work on its urine test for cancer Fierce Healthcare. Urine pancreatic cancer 22:27 - Aligned Marketplace Secures $20M for Advanced Primary Care Marketplace MedCity 3 — Policy 25:05 - Trump Taps Dr. Heidi Overton to Lead FDA NYT 27:18 - FDA: Considerations for the Regulation of Generative AI-Enabled Medical Devices: Discussion Paper and  Request for Feedback. Reg.gov 4 — Health Payors 29:25 - Medi-Cal plans brace for ‘devastating’ asset limit crunch Beckers 31:35 - Costco Sells Vacations, Gas and, Soon, Medicare Plans WSJ 33:33 - Providence Health Plan to close completely after Medicare Advantage deal falls through Healthcare Dive 5 — Pharma & Novel Therapies 37:11 - Moderna Shares More Than Double on Success of mRNA Cancer Vaccine WSJ 39:50 - An ‘Exercise Pill’ Just Cleared Its First Human Test Gizmodo 6 — About Health & Us / The Clinician's Voice 41:44 - Nearly 7 in 10 patients view test results before a clinician weighs in: Study Beckers 7 — Web3 45:16 - Bitcoin hits $69,000, ether jumps 10% as Treasury buybacks, SEC crypto proposal fuel market rally The Block 45:51 - Trump pushes Congress to move on Clarity Act during White House crypto event Coindesk 8 — The AI Tracker 48:05 - FDA authorizes 1st-of-its-kind blood draw robot Beckers Video    50:39 - Epic expands AI ambitions with agent platform, Cosmos-powered predictions and workflow automation Fierce Healthcare 54:29 - What Parents Need to Know About OpenAI’s New ChatGPT for Teens WSJ 55:38 - OpenAI’s Latest Bid to Fight Anthropic: A Promise Not to Keep Customer Data WSJ 58:06 - Amazon to Expand Drone Delivery Service to Nearly 500 Locales WSJ

  3. Aug 17

    203 - Unemployment Spikes, Trump Blows Up the Vaccine Schedule & Google Loses Its Top AI Mind

    Retail sales fell 0.6% in July. Inflation held steady at 3.4%. Jobless claims jumped to 209,000. Marcus and Vic ask if the Federal Reserve (Fed) still has room to cut rates, or if the job market is the next thing to break. President Trump signed an order to cut back the childhood vaccine schedule and repeated a debunked claim linking vaccines to autism. Medical groups pushed back hard. A federal court also struck down a key pricing rule in the No Surprises Act, which could raise what insurers pay out-of-network doctors. Employers are dropping the three biggest pharmacy benefit managers (PBMs), and small businesses are bracing for 14% premium hikes in 2027. Biotech kept raising big money. PTC Therapeutics bought a gene therapy out of Sangamo's bankruptcy sale. Epicrispr raised $90 million. Braveheart Bio went public in a deal worth close to $440 million. A new Tufts University study found that artificial intelligence (AI) agents can deliver up to 82 times the return on investment (ROI) in cancer drug trials. Google DeepMind is losing top talent, including Jeff Dean, who is leaving to start his own company. OpenAI is restructuring ahead of a planned public offering. Tether passed its first clean audit from KPMG, and the Securities and Exchange Commission (SEC) pushed back its crypto rulemaking plan again. Marcus and Vic break down what matters and what's just noise. 00:00 Intro 📊 THE ECONOMY 00:57 Retail Sales Fall 0.6% in July | WSJ ↳ https://www.wsj.com/economy/weak-retail-sales-number-adds-to-softening-economic-data-c047dce9?mod=rss_socialeconomyfeed 02:04 Inflation Holds at 3.4% | WSJ ↳ https://www.wsj.com/economy/central-banking/inflation-federal-reserve-interest-rates-296d1430?mod=rss_socialeconomyfeed 03:01 209,000 File for Unemployment in the Week Through Aug. 8 | WSJ ↳ https://www.wsj.com/economy/jobs/u-s-jobless-claims-rose-again-last-week-29384997?mod=rss_socialeconomyfeed 💰 VC & BIOTECH DEALS 04:21 Epicrispr Raises $90M for Gene Therapy | Fierce Biotech ↳ https://www.fiercebiotech.com/biotech/epicrispr-bags-90m-rewrite-treatment-rare-muscle-disease 05:10 Vaderis Lands $152M for AKT Inhibitor | Fierce Biotech ↳ https://www.fiercebiotech.com/biotech/vaderis-lands-152m-squeeze-akt-inhibitor-through-phase-3-and-regulatory-approval 06:09 Khartis Launches with $95M Seed | Fierce Biotech ↳ https://www.fiercebiotech.com/biotech/pfizer-chemistry-whiz-debuts-khartis-therapeutics-sights-set-thyroid-eye-disease ⚖️ POLICY 07:17 Trump Signs Vaccine Schedule Order | WSJ ↳ https://www.wsj.com/health/healthcare/trump-signs-order-to-reduce-childhood-vaccines-repeats-unfounded-autism-link-e9c9651d?mod=rss_socialhealth 09:52 Bill Aims to Protect the 340B Program | MedCity News ↳ https://medcitynews.com/2026/08/340b-drugs-senate/ 🏥 HEALTH PAYORS 14:09 Insurers Seek 14% Premium Hikes for 2027 | Healthcare Dive ↳ https://www.healthcaredive.com/news/small-business-health-insurance-premiums-2027-kff-rate-filings/827247/ 🏨 HEALTH SYSTEMS 16:37 Healthcare Faces a Cybersecurity Crisis | Healthcare Dive ↳ https://www.healthcaredive.com/news/healthcare-cybersecurity-crisis-def-con/827428/ 18:41 HHS Moves to Decertify an Organ Network | Healthcare Dive ↳ https://www.healthcaredive.com/news/hhs-decertify-organ-procurement-group-patient-safety-failures-network-for-hope/827334/ 💊 PHARMA & NOVEL THERAPIES 22:19 PTC Wins Sangamo Gene Therapy in Bankruptcy Auction | MedCity News ↳ https://medcitynews.com/2026/08/ptc-sangamo-therapeutics-bankruptcy-auction-fabry-gene-therapybid-wins-bankruptcy-auction-for-sangamo-gene-therapy-ptct-sgmoq/ 23:29 Braveheart Bio's $440M IPO | MedCity News ↳ https://medcitynews.com/2026/08/braveheart-bio-ipo-obstructive-hcm-myosin-inhibitor-cardiomyopathy-brve/ 🩺 HEALTH & WELLNESS 24:39 Health Nerds Feed Data to AI Chatbots | WSJ ↳ https://www.wsj.com/tech/ai/the-datamaxxers-feeding-their-every-health-move-to-ai-df0af9b5?mod=rss_Technology 🪙 WEB3 28:58 Tether Passes First Clean Audit | The Block ↳ https://www.theblock.co/news/business/2026-08-13-tether-kpmg-first-full-audit-usdt-clean-opinion-411760 32:48 SEC Delays Crypto Rules Again | CoinDesk ↳ https://www.coindesk.com/policy/2026/08/13/sec-cancels-long-awaited-proposal-of-reg-crypto-postponing-meeting-without-new-date 🤖 THE AI TRACKER 34:58 Google DeepMind Loses Jeff Dean | The Verge ↳ https://www.theverge.com/podcast/979370/google-deepmind-ai-race-lose-jeff-dean-demis-hassabis 39:59 OpenAI Restructures Before IPO | Axios ↳ https://www.axios.com/2026/08/14/openai-executive-greg-brockman-ipo 42:21 Gemini vs. GPT: The Speed Race | Decrypt ↳ https://decrypt.co/375580/google-openai-super-fast-ai-models-gemini-flash-gpt-ultrafast 47:26 Grok Bot Launches | x.ai ↳ https://x.ai/news/introducing-grok-bot -----------------more at healthfurther.com

  4. Aug 8

    202 - AI Inflection, Payer Chaos, and the Healthcare Energy Bind | Health:Further

    Vic and Marcus discuss the yen carry trade and its implications for the Federal Reserve, the rapid transformation of the U.S. economy by AI, and the growing risks surrounding AI investment and infrastructure. They cover major healthcare and biotech funding, including LifeMine Therapeutics, Function Health, and Quant Health, along with the Senate confirmation of Dr. Erica Schwartz as CDC director and a 2.3% Medicare hospital payment increase for 2027. The episode also examines CVS Health's GLP-1 partnership with Eli Lilly, Amazon's $50-a-month GLP-1 offering for Medicare patients, rising numbers of uninsured Americans, and a potential AstraZeneca-Bristol Myers Squibb merger. They also discuss extreme heat's growing impact on Americans, rising heart disease rates among younger women, patients using AI to interpret medical results, DeepSeek's dramatically lower AI costs, AI models behaving deceptively during testing, and the accelerating path toward recursive self-improvement and AGI. Story Lineup 1 — In This Economy 1:30 - Story 1: https://www.wsj.com/economy/central-banking/scott-bessents-yen-trade-has-unintended-consequences-for-the-markets-5297044b?mod=Searchresults&pos=1&page=1 6:57 - Story 2: The AI Boom Is Transforming the American Economy—and Healthcare Must Contend With Energy Constraints  [WSJ] 2 — VC Deal Review 15:36 - Story 1: LifeMine Therapeutics Raises $188M Series E From Gates and Bezos to Revive Fungal-Therapeutic Platform  [Fierce Biotech] 16:23 - Story 2: Function Health Raises $450M Growth Round to Expand Preventive Care Lab and Imaging Footprint  [MedCity News] 17:48 - Story 3: QuantHealth Raises $45M Series B to Reduce Pharma Trial Failure via AI Clinical-Trial Simulation  [MedCity News] 3 — Policy 20:30 - Story 1: Senate Confirms Dr. Erica Schwartz as CDC Director in Party-Line Vote; First Permanent Director in Year  [Becker's Hospital Review] 22:17 - Story 2: Hospital Price Caps Gain Momentum Across Multiple States, Making Affordability a CEO Accountability Issue  [Becker's Hospital Review] 4 — Health Payors 23:37 - Story 1: CVS Health Partners With Eli Lilly on GLP-1 Weight Management, Lifts Full-Year Outlook on Strong Health Plan Results  [WSJ] 24:11 - Story 2: Amazon Pharmacy Now Offers GLP-1 Weight-Loss Drugs to Medicare Part D Beneficiaries at $50/Month  [WSJ] 5 — Health Systems 25:25 - Story 1: ACA Subsidy Expiration Drives Millions Uninsured; Hospitals Report Rising Uncompensated Care and Revenue Losses  [WSJ] 6 — About Health & Us / The Clinician's Voice 28:36 - Story 1: 90% of Americans Report Extreme Heat Affecting Their Health and Daily Life; Major Shift in Climate-Health Awareness  [Axios] 31:46 - Story 2: Rising Cardiovascular Disease Among Young Women Examined; Prevention Strategies and Risk-Profile Shifts Discussed  [New York Times] 33:05 - Story 3: One-Third of Adults Now Use AI to Interpret Medical Test Results Despite Physician Objections  [WSJ] 7 — The AI Tracker 34:35 - Story 1:  https://www.reuters.com/business/retail-consumer/deepseeks-new-ai-model-is-by-far-cheapest-well-known-models-run-research-firm-2026-08-03/ 37:44 - Story 2: OpenAI and Anthropic AI Agents Engaged in Sustained Hacking Attempts on Real Infrastructure; U.K. AI Security Institute Reports Deceptive Behavior During Safety Testing  [WSJ] 41:17 - Story 3: Leading AI Architects Declare Singularity Threshold Reached; Google Signals Major Leadership Rupture as Industry Enters Intelligence-Explosion Phase  [Axios]

  5. Aug 1

    201 - Google's Humanoid AI, Medicare Drug Subsidy Ends, Microsoft and Amazon Cloud Surge

    Vic and Marcus discuss the return of Trump's tariffs, the Federal Reserve's evolving approach under Chairman Warsh, and the continued strength of AI infrastructure as Microsoft and Amazon report surging cloud growth. They cover major healthcare funding rounds, including AI revenue cycle management, vision therapies, and an AI-powered smart toilet for early disease detection. The episode also examines FTC action against Hims & Hers, the end of Medicare drug plan subsidies, Medicaid work requirement rulings, payer earnings, ACA market instability, rising uninsured rates, hospital consolidation, biotech acquisitions, the Ebola outbreak in the Democratic Republic of Congo, new wearable health monitoring technology, blockchain adoption across finance, AI agents handling payments, AI safety legislation, and Google's latest humanoid robotics advances.cognitive decline remind us that prevention and early detection remain the frontier of clinical care. Story Lineup 1 — In This Economy 00:33 -Story 1: Healthcare Faces 100% Drug Tariff Shock Starting July 31  [Becker's Hospital Review] 8:54 - Story 2: Fed Holds Rates Steady but Internal Split Signals Future Pressure on Inflation  [WSJ] 13:13 - Story 3: Microsoft Azure Exceeds $100B as Tech Giants Diverge on AI Spending ROI  [WSJ] 2 — VC Deal Review 14:29 - Story 1: Candid Health Raises $120M Series D for AI-Powered Revenue Cycle Management  [MedCity News] 16:49 - Story 2: Claris Biotech Emerges with $118M Series B for Corneal Disease Therapy  [Fierce Biotech] 18:03 - Story 3:Throne Science Raises $10M Series A for AI Toilet Sensor in Colorectal Cancer Screening  [MedCity News] 3 — Policy 20:22 - Story 1: FTC Sues Hims & Hers Over Illegal Data Sharing With Meta and Snapchat  [Gizmodo] 22:59 - Story 2: CMS Ends Medicare Drug Plan Premium Subsidies; Seniors Face Higher 2027 Costs  [WSJ.com: Health] 26:57 - Story 3: Federal Court Upholds Medicaid Work Rules; Policy Shift Takes Effect  [Becker's Hospital Review] 4 — Health Payors 28:07 - Story 1: Cigna Raises 2026 Outlook on Strong Q2 Employer Plan Growth; $1.7B Profit  [Becker's Hospital Review] 28:54 -  - Story 2: "Back On Track" Centene Swing more than $1B in Profit in Q2 30:50 - Story 3: Humana Maintains Adjusted Earnings Outlook, Underwhelming Investors   31:44 - Story 4: Humana Retreats From Lower-Margin Medicare Advantage Plans Ahead of 2027  [Healthcare Dive - Latest News] 32:50 - Story 5: ICHRA Adoption Slowed by ACA Exchange Instability and Affordability Concerns  [Healthcare Dive] 5 — Health Systems 34:09 - Story 1: Hospital Uninsured Patient Volume Surges After ACA Subsidy Cliff  [NYT] 36:27 - Story 2: 29 Large Health Systems Announce M&A: Consolidation Boom Driven by Scale and Capital Access  [Becker's Hospital Review] 6 — Pharma & Novel Therapies 38:39 - Story 1: J&J Partners With Sail Biomedicines on In Vivo CAR-T Therapy; $785M Upfront, $2.85B Acquisition Option  [MedCity News] 39:57 - Story 2: Argenx Acquires Forte Biosciences for $2B; CD122 Antibody Targets Autoimmune Orphans  [MedCity News] 7 — About Health & Us / The Clinician's Voice 41:12 - Story 1: DRC Ebola Outbreak Now Second-Deadliest Ever; 1,500+ Deaths in Record-Breaking Two Months  [The New York Times] 42:44 - Story 2: Smart Ring Sensors Track Nutrition and Insulin Response via Finger Sweat; New Biomarker Frontier  [Gizmodo] 8 — Web3 44:21 - Story 1: BNY Mellon Targets $8.6 Trillion Transfer Agency Market via Blockchain; Major Traditional Finance Adoption  [CoinDesk] 45:33 - Story 2: Institutional Crypto Trading Hits Record 72% as Wall Street Dampens Market Volatility  [CoinDesk] 47:59 - Story 3: MoonPay Embe...

  6. Jul 25

    200 - AI, Healthcare, and the Future We've Been Tracking

    Vic and Marcus celebrate the 200th episode of the Health Further podcast while reflecting on four years of healthcare transformation, innovation, and policy change. They discuss the financial pressures facing hospitals from Medicaid funding cuts, the future of AI in healthcare, automation's impact on jobs, Google's massive AI investments, OpenAI's cybersecurity incident, the growing debate over open versus closed AI models, and why healthcare leaders may be underestimating the pace of disruption across the industry. Story Lineup 8:35 -  Story 1: LA Safety-Net Hospital Braces for $80–100M Annual Medicaid Hit From HR 1 Cuts  [Becker's Hospital Review] 10:30 -  Story 2: Trump Administration Pauses $1B in Medicaid Payments  [HealthCare Dive] 13:33 - Story 3: OpenAI Launches ChatGPT Health Nationwide; Claims Models Reason at Clinician Level, Intensifying Healthcare AI Adoption Debate  [The Verge] 18:01 - Story 4: Molina Plans Further ACA Exchange Exits in 2027 Despite Stable Medicaid and Strong MA Growth  [Healthcare Dive] 30:14 - Story 5: Travis Kalanick's Atoms Robotics Raises $1.7B Series C Led by a16z  [TechCrunch] 45:27 - Story 6: Big Tech's AI Capex Binge Raises Doubts on Returns as Google, OpenAI Pour Billions Into Infrastructure  [The New York Times] 57:30 - Story 7: OpenAI's GPT Models Escaped Sandbox and Autonomously Hacked Hugging Face in Test Gone Wrong—Major AI Safety Incident  [WSJ]

  7. Jul 19

    199 - Fintech Consolidation, AI Commoditization, and the Hospital Profitability Crisis

    Vic and Marcus discuss easing inflation, the growing number of workers locked out of the job market, and major venture funding rounds for AI-powered healthcare companies. They examine proposed Medicare physician payment cuts, prior authorization policy, Medicaid challenges, insurer earnings, and mounting financial pressure on hospitals as care continues shifting to outpatient settings. They also cover Eli Lilly's latest acquisition, a first-of-its-kind cholesterol pill, food safety concerns, new wearable health technology, Visa's stablecoin platform, AI agent commerce, and China's rapid advances in artificial intelligence that are reshaping global competition. Story Lineup 1 — In This Economy 📊 Economy Vitals — this week's macro readings 6:56 - Story 1: 📉 Inflation — CPI (June, rel. Jul 14):  CNBC 8:09 - Story 2:👷 Labor — initial jobless claims (wk ending Jul 4): https://www.wsj.com/economy/jobs/unemployment-long-term-job-market-629199f9?mod=Searchresults&pos=1&page=1 2 — VC Deal Review 10:05 - Story 1: Chai Discovery Raises $400 Million Series C for AI Molecule Design Platform Adopted by Pharma Giants  [Fierce Biotech] 11:07 - Story 2: Neko Health Secures $700 Million Series C for U.S. Clinical Diagnostics Expansion  [MedCity News] 3 — Policy 12:16 - Story 1: CMS Proposes 2027 Physician Pay Cuts Amid Broader Medicare Value-Based Payment Reforms  [Healthcare Dive] 13:46 - Story 2: Senate Republicans Block Democratic Bid to Repeal Medicare AI Prior Authorization Pilot  [Healthcare Dive] 4 — Health Payors 17:30 - Story 1: UnitedHealth Reports $5.5 Billion Q2 Profit, Raises 2026 Guidance on Cost-Control Discipline  [Healthcare Dive] 18:17 - Story 2: Elevance Shuts Down D.C. Medicaid Business, Eyes Additional Market Exits  [Healthcare Dive] 19:35 - Story 3: CVS/Caremark Settles FTC Insulin Pricing Case, Required to Stop Formulary Bias Toward Higher-Cost Drugs  [Healthcare Dive] 5 — Health Systems 21:09 - Story 1: HCA Healthcare Slashes 2026 Earnings Forecast After Losing $400 Million in ACA Plan Dropouts  [Healthcare Dive] 24:21 - Story 2: Health Systems Race to Build Ambulatory Surgery Center Networks as Outpatient Revenue Growth Outpaces Inpatient  [Becker's Hospital Review] 6 — Pharma & Novel Therapies 28:48 - Story 1: Eli Lilly Acquires AtaiBeckley for $2.8 Billion, Entering Psychedelic-Based Mental Health Market  [MedCity News] 30:23 - Story 2: Merck's Lipfendra Approved as First-of-Kind Oral Cholesterol Drug Beyond Statin Monotherapy  [WSJ.com: Health] 7 — About Health & Us / The Clinician's Voice 32:56 - Story 1: Cyclospora Outbreak Spreads to 30+ States; CDC Struggles to Identify Source Amid Surveillance Capacity Gaps  [WSJ] 38:55 - Story 2: New Smart Ring Technology Enables Non-Invasive Blood Pressure Measurement Without Calibration  [9to5Mac] 8 — Web3 41:48 - Story 1: Visa Launches Institutional Stablecoin Platform for Banks and Fintechs; Enables Digital Dollar Integration  [Decrypt Media] 9 — The AI Tracker 52:32 - Story 1: China's Moonshot AI Releases Kimi K3 Model, Claiming Parity with GPT-5.6 and Anthropic Systems at Lower Cost  [Axios] 1:00:40 - Story 2: Meta Negotiates ~$10 Billion Compute Lease to Anthropic; AI Infrastructure Bottleneck Fuels New Business Models  [The New York Times] 1:07:57 - Story 3: Former Mayo Clinic Leader Sues System Over Alleged AI Safety and Privacy Concerns Retaliation  [MedCity News] 1:15:36 -  Story 4: https://x.com/chamath/status/2077018028852588687?s=20

  8. Jul 11

    198 - Healthcare's Consolidation Crunch Meets AI's Mega Buildout—And New Regulatory Crossroads

    Vic and Marcus discuss uncertainty around Federal Reserve interest rate policy, continued strength in AI infrastructure and semiconductor markets, and major venture funding across biotech and value-based care. They examine proposed NIH research policy changes, the impact of Medicaid enrollment reductions and rising ACA premiums, Medicare Advantage legal disputes, healthcare bankruptcies, labor strikes, and Ascension's acquisition of Williamson Health. They also cover major pharmaceutical acquisitions, expanding access to peptides, advances in brain-computer interfaces, the challenges of integrating wearable data into clinical care, blockchain's growing role in banking, China's evolving AI strategy, Apple's lawsuit against OpenAI, and the rapid expansion of AI data center infrastructure. Story Lineup 1 — In This Economy 00:58 - Story 1: Fed Chair Warsh Signals Divided Views on Inflation Path Amid AI Buildout   2:12 - Story 2: SK Hynix Lands $26B Nasdaq IPO, World's Largest Non-US Chip Offering  [CNBC] 2 — VC Deal Review 4:00 - Story 1: Leo Cancer Care Secures $65M Series D for Upright Radiotherapy System Ahead of IPO  [Fierce Biotech] 4:42 - Story 2: MeiraGTx Secures $400M Growth Capital for Gene Therapy Commercialization  [Fierce Biotech] 5:57 - Story 3: Pearl Health Raises $110M to Scale Value-Based Care Infrastructure for Medicare  [MedCity News] 3 — Policy 7:04 - Story 1: Trump OMB Grant Overhaul Draws 99K Comments From Scientists Warning of NIH Politicization  [The New York Times] 9:06 - Story 2: Biotech Revenue Projections Darkened by Trump Tax Bill's Medicaid Enrollment Impact  [Fierce Biotech] 4 — Health Payors 11:39 - Story 1: ACA Marketplace Insurers Propose 14% Median Premium Hike for 2027—Second Straight Double-Digit Increase  [Healthcare Dive] 13:54 - Story 2: Elevance Healthcare Sues CMS Over Medicare Advantage Stars Recalculation, Alleging $115M Loss  [Healthcare Dive] 15:39 - Story 3: Alignment Healthcare Faces Whistleblower Accounting Fraud Lawsuit Over Capex Misclassification  [Healthcare Dive] 5 — Health Systems 16:56 - Story 1: Healthcare Bankruptcies Accelerate in 2026, Driven by Staffing Costs and Reimbursement Pressure  [Becker's Hospital Review] 17:49 - Story 2: Massachusetts' Largest Healthcare Strike Ever: 4,000+ MGB Nurses and Home Health Staff Walk Out Over Wages  [MedCity News] 20:33 - Story 3: Ascension Acquires Williamson Health for $1B, Securing Regional Hospital Consolidation in Tennessee  [Healthcare Dive] 6 — Pharma & Novel Therapies 22:01 - Story 1: Vertex Acquires Crinetics for $10B—Largest Deal in Company History—Targeting Endocrine Diseases  [Fierce Biotech] 24:30 - Story 2: FDA Advisory Committee to Vote on Peptide Regulation July 23–24—Major Inflection for GLP-1s  [Becker's Hospital Review] 26:57 - Story 3: AstraZeneca's Late-Stage Cardiac Trial Failure Narrows Pipeline Beyond Oncology  [WSJ] 7 — About Health & Us / The Clinician's Voice 28:21 - Story 1: Non-Surgical Brain-Computer Interfaces Increasingly Match Surgical Performance, Reshaping BCI Strategy  [MedCity News] 30:18 - Story 2: Physicians Cite Reimbursement and Workflow Barriers to Actionable Wearable Data Adoption  [Healthcare Dive] 8 — Web3 36:88 - Story 1: Circle Wins Final OCC Approval to Open National Trust Bank—First Crypto Firm to Secure Charter  [The Block] 37:28 - Story 2: SWIFT Launches Blockchain Ledger Enabling 24/7 Tokenized Payments for 17 Major Global Banks  [The Block] 39:09 - Story 3: CFTC Chair Warns Regulators Will 'Write All the Rules' for Crypto If Clarity Act Stalls  [The Block] 9 — The AI Tracker 43:15 - Story 1: Beijing Weighs Limits on Homegrown AI Models—Escalating US-China AI Geopolitics  [WSJ] 46:10 - Story 2: -  https://www.wsj.com/tech/apple-openai-lawsuit-f86bd58c?mod=breakingnews  46:52 -  Story 3:

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4.5
out of 5
41 Ratings

About

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.

Information

  • Creator
    Marcus Whitney & Vic Gatto
  • Years Active
    2017 - 2026
  • Episodes
    205
  • Rating
    Clean
  • Copyright
    © 2025 Health:Further
  • Show Website
    Health:Further

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