Vital Health Podcast

Vital Health Podcast

Duane Schulthess is the CEO of Vital Transformation, host and producer of Vital Health Podcast.  Vital Transformation understands the implications of new medical procedures, technologies and regulations. We measure their impact upon treatment pathways and the biopharma innovation ecosystem in collaboration with health care professionals, researchers, and regulators. Through our web platform and client network, we are able to communicate our findings with international decision makers and stakeholders.

  1. 2d ago

    VT Discusses MFN and Price Controls

    In this episode of the Vital Health Podcast, host Duane Schulthess speaks with Harry Bowen, Economic Research Partner at Vital Transformation, about Most-Favored-Nation (MFN) drug pricing and the lessons they draw from Europe's experience with price controls. They discuss how pricing rules, revenue uncertainty, and regulatory choices influence market access and the geography of pharmaceutical innovation. Key Topics: MFN Pricing Incentives: International reference pricing, launch decisions, links between U.S. and European markets. European Approval Trade-offs: Centralized review, national decision-making, consistency and time to market. Investment and Uncertainty: Expected returns, late-stage financing, retrospective clawbacks and revenue planning. Global Innovation Competition: Mobile research investment, changing capabilities, Europe's experience and China's role. Policy and Evidence: Historical comparisons, incentives and unintended effects, distinguishing policy explanations from broader economic change. Resources Discussed: The historical impact of price controls on the biopharma industry (Schulthess & Bowen, 2021): https://vitaltransformation.com/2021/11/the-historical-impact-of-price-controls-on-the-biopharma-industry/ Pharmaceutical regulation in Europe and its impact on corporate R&D (Eger & Mahlich, 2014): https://link.springer.com/article/10.1186/s13561-014-0023-5 The EU General Pharmaceutical Legislation & Clawbacks: Calculated impacts - both designed and unintended (Schulthess et al., 2024): https://vitaltransformation.com/2024/03/the-eu-general-pharmaceutical-legislation-clawbacks-calculated-impacts-both-designed-and-unintended/ Savings from Most-Favored-Nation Drug Pricing Policy (White House, 2026): https://www.whitehouse.gov/research/2026/05/savings-from-most-favored-nation-drug-pricing-policy/ The Inflation Reduction Act’s Impact Upon Late-Stage R&D (Bowen et al., 2026): https://vitaltransformation.com/2026/05/preprint-new-research-the-inflation-reduction-acts-impact-upon-late-stage-rd/ EIRA 2026 conference information: https://eirainitiative.org/events/ Opinions expressed are those of the speakers. Discussion recorded on 9/19/26. #VitalHealthPodcast #MFN #DrugPricing See omnystudio.com/listener for privacy information.

    VT Discusses MFN and Price Controls
  2. Jul 2

    MSD Early Bird Podcast: Changing Demographics and the Case for Renewed Investment in Health

    Across Europe and around the world, demographic change is reshaping our societies. Longer life expectancy, aging populations, and evolving workforce dynamics are creating both new opportunities and growing pressure on healthcare systems, economies, and public policy. Against this backdrop, health and innovation play an increasingly important role in building resilient societies and supporting healthier, more productive lives. Investing in prevention, early intervention, innovative healthcare solutions, and forward-looking health policies is becoming essential to meeting these challenges. In this Early Bird edition of the Vital Health Podcast, Duane Schulthess sits with Mike Hodin (Global Coalition on Aging - GCOA; CEO) and Francesca Colombo (Organisation for Economic Co-operation and Development - OECD; Head, Health Division) to explore how strategic investment in health and innovation can help address demographic change and contribute to sustainable social and economic outcomes. They highlight the value of prevention, including adult vaccination, the importance of cardiovascular health, and the critical role of early detection, diagnosis, and timely treatment in cancer care. Opinions expressed are those of the speakers. Recorded on 6/17/26. This podcast was made with the support of Merck Sharp & Dohme. The Vital Health Podcast is a production of Vital Transformation LLC © 2026. See omnystudio.com/listener for privacy information.

    MSD Early Bird Podcast: Changing Demographics and the Case for Renewed Investment in Health
  3. Jun 11

    Steve Potts: Policy Headwinds Are Reshaping Biotech Financing

    In this episode of the Vital Health Podcast, host Duane Schulthess speaks with Steve Potts, CEO of Breakthru Medicine, to discuss how biotech financing, drug pricing policy, scientific infrastructure, and public trust are reshaping oncology innovation and U.S. biopharma leadership. Key Topics: Biotech Financing: Series A funding, early-stage platform headwinds, clinical asset momentum, academic funding strain. Small Molecule Shift: IRA incentives, NDA versus BLA timelines, oncology pipeline pullbacks, antibody drug conjugates. Orphan Cures and EPIC Acts: Orphan Cures Act, EPIC Act, patent life concerns, investor return requirements. Most Favored Nation (MFN) Pricing Risk: OECD reference pricing, European access delays, launch sequencing, global cost-sharing tensions. Science Policy Threats: NIH grant oversight, peer review risks, vaccine backlash, U.S. biopharma leadership. If biotech CEOs (or an executive delegate from the CEO) are interested in taking the first step toward being a policy voice on one topic in our ecosystem, contact Steve Potts on LinkedIn. The May 29 Office of Management and Budget sweeping regulatory change, which would shift grant funding decisions from scientists to politicians, is catastrophic for science, patients, and the biotech industry. Please read about what this proposal would do, and if you agree that it would forever tie political views to winning federal funding (and it will cut both ways), please sign this petition or others and speak out: https://fight2win.standupforscience.net/ Opinions expressed are those of the speakers. Recorded at ASCO 2026 on 6/1/26. The Vital Health Podcast is a production of Vital Transformation LLC © 2026. See omnystudio.com/listener for privacy information.

    Steve Potts: Policy Headwinds Are Reshaping Biotech Financing

Ratings & Reviews

4.3
out of 5
9 Ratings

About

Duane Schulthess is the CEO of Vital Transformation, host and producer of Vital Health Podcast.  Vital Transformation understands the implications of new medical procedures, technologies and regulations. We measure their impact upon treatment pathways and the biopharma innovation ecosystem in collaboration with health care professionals, researchers, and regulators. Through our web platform and client network, we are able to communicate our findings with international decision makers and stakeholders.