Health:Further Marcus Whitney

In this episode, we discuss the following topics and the latest developments shaping the healthcare landscape:
Cigna and Humana Merger: We explore the potential implications of this significant merger and its impact on the industry's competitive dynamics.UHG's Reach and Scale: We analyze UnitedHealth Group's expanding influence and its implications for the broader healthcare market.CMS Physician Payment Changes: We discuss the recent adjustments in physician payments by CMS and their potential effects on healthcare providers.New CMS Programs: We highlight the introduction of new CMS programs and their potential impact on healthcare delivery and patient care.Global and Economic Power Shift: We examine the evolving global and economic dynamics and their influence on the healthcare industry.
Please check out our Episode Resources below:


------🔎RESOURCES🔎

GDP, inflation data bolsters case that Fed is done hiking (Yahoo) // https://bit.ly/48inszh

Personal Income and Outlays, Oct. 2023 (BEA website) // https://bit.ly/3N5CuQI

Cigna, Humana in Talks for Blockbuster Merger (WSJ) // https://on.wsj.com/411CpmR

A Cigna + Humana merger may be on the horizon. Here's our take. (Advisory Board) // https://bit.ly/3RpYqbG

United Health Group Investor Conference (UHG website) // https://bit.ly/3T7DqrB

CMS Finalizes Physician Payment Rule that Advances Health Equity (CMS website) // https://go.cms.gov/3TbvuFB

Surprise Medical Billing Law Heaps Pressure on Healthcare Providers (WSJ) // https://on.wsj.com/3T7DFD1

OpenAI’s New Board Takes Over and Says Microsoft Will Have Observer Role (WSJ) // https://on.wsj.com/46EX9BV

a href="https://www.youtube.com/watch?v=SEkGLj0bwAU" target="_blank"...

In this Episode, Vic and Marcus have a conversation with Dr. Tarun Kapoor, who serves as the Senior Vice President and Chief Digital Transformation Officer at Virtua Health. Dr. Kapoor is responsible for overseeing Virtua’s Digital Transformation Office and orchestrates Virtua’s enterprise-wide master plan in support of an intuitive care journey for all consumers. Additionally, the episode delves into a detailed examination of the OpenAI value decline and its implications for venture capital markets.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

Biography for Dr. Tarun Kapoor of Virtua Health // https://bit.ly/3GdVU1G

Biden Administration Addressing Social Determinants of Health (Press Release) // https://bit.ly/47LELbG

Inside the Chaos at OpenAI (The Atlantic) // https://bit.ly/47IsQuV

VCs Ignore Their Own Advice in Pursuit of Generative AI (WSJ) // https://bit.ly/47Kk8fL


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This episode covers a range of significant developments in the healthcare sector. Marcus and Vic discuss the impact of slowing inflation on healthcare costs, President Biden's research focus on women's health, the collaboration between Amazon and One Medical, the emergence of transparency in pharmacy benefit managers, and the latest advancements in healthcare AI. Join us as we explore these topics and gain valuable insights into the evolving landscape of the healthcare industry.

Please check out our Episode Resources below:

------🔎RESOURCES🔎

CPI Report for Oct 2023 (US Bureau of Labor) // https://www.bls.gov/news.release/cpi.nr0.htm

As Rent Rises Cool, So Will Inflation (WSJ) // https://on.wsj.com/3uruVgq

President Biden Announces Women’s Health Research (White House Press) // https://bit.ly/3G5hYLW

New York Plans Cyber Rules for Hospitals (WSJ) // https://on.wsj.com/3sDvKSU

Amazon Prime Members: Primary Care Services For $9 Per Month (Forbes) // https://bit.ly/47Hp1X7

Hackensack Meridian Health, Amazon's One Medical to open clinics (Modern Healthcare) // https://bit.ly/3MQoJVQ

Same Drug, Two Prices: Why the Higher Price Prevails (WSJ) // https://on.wsj.com/3SPZOp5

Upstart PBMs aim to shake up the market (Modern Healthcare) // a...

In Episode 27 of the Health:Further podcast, Vic and Marcus discuss the first health system to adopt AI for patient care, the arrival of digital clones, and exciting AI stories. They also cover a healthcare news roundup, including Virtua Health's introduction of AI therapists and the ability to create AI clones with Delphi Jobs, Bezos, and Oppenheimer. Tune in for a concise and informative episode on the latest AI advancements in healthcare.

Please check out our Episode Resources below:


------🔎RESOURCES🔎

Ohio Voters Enshrine Abortion Access in State Constitution (WSJ)

Signature Loan Sale Likely to Lower Commercial-Property Values (WSJ)

AbbVie, AstraZeneca and more face FTC's ire for 'improper' patent listings (Fierce Pharma)

FTC Statement on Brand Drug Manufacturers’ Improper Listing of Patents in the Orange Book

Eli Lilly Wins FDA Nod for Obesity Drug That Rivals Wegovy, Ozempic (Bloomberg)

Open AI - Developer Day (YouTube)

Meet Grok: Elon Musk's AI offering (Axios)

Taiwanese startup 01.AI achieved a $1B valuation less than eight months (Business Insider)

How Chinese influencers use AI digital clones of themselves to pump out content (Guardian)

Clone Yourself with Delphi (website)

Chat with any presidential candidate or stage your own debate (Chat2024 - website)

Virtua Health is bringing on AI therapists amid provider shortage (Modern Healthcare)

Woebot Health - creating new ways to deliver mental health care (website)

How a Chatbot Went Rogue on a national Mental-health nonprofit (WSJ)


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In this episode, Marcus and Vic engage in a healthy debate surrounding the crucial question of the government's role in regulating AI as they dive into the complexities of balancing innovation and ethical considerations, exploring the potential risks and benefits associated with various regulatory approaches. They also discuss the latest developments in federal policies impacting the tech industry, analyze the dynamic landscape of venture markets, and examine the unprecedented pharmacist walk-out, shedding light on the underlying factors driving this bold act of protest. Tune in for a captivating exploration of these topics as we navigate the ever-evolving intersection of technology, governance, and societal impact.

Please check out our Episode Resources below:


------🔎RESOURCES🔎

Fed Extends Pause on Rate Hikes but Keeps Door Open to Moving Higher (WSJ) // https://bit.ly/3tZUHZb

Pharmacy staff from CVS, Walgreens stores in US start three-day walkout (Reuters) // https://bit.ly/40qzcwK

Another fallen ‘unicorn’: Olive AI sells assets, to wind down (Modern Healthcare) // https://bit.ly/40qznrU

State of Private Markets: Q3 2023 (Carta Research) // https://bit.ly/3tYDfEv

Biden Issues Executive Order on Safe, Secure, and Trustworthy AI (White House Fact Sheet) // https://bit.ly/40pxA6r

Google Brain cofounder says Big Tech is inflating fears about the risks of AI because they want to dominate the market( Business Insider) // https://bit.ly/3Ssk3Jl

2,851 Miles” Regulatory Capture Keynote Address by Bill Gurley Allin Summit // https://bit.ly/3QnKEVk

A glimpse of the next generation of AlphaFold (Google Deep Mind) // https://bit.ly/3u4TGza

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In the 25 episodes of Health:Further, three major themes have emerged. Firstly, macroeconomic forces are exerting significant pressure on the healthcare industry, with inflation negatively affecting health systems and the actions of the Federal Reserve and interest rates impacting capital markets. Public equity and bond markets play a crucial role in providing capital to all sectors of the healthcare system, while strained relationships between workers and management add to the challenges. Secondly, this immense pressure is causing the collapse of the payor/provider status quo, highlighting dysfunction in government and regulation and revealing missteps by well-established healthcare brands. Consequently, people are left without a trusted source of healthcare truth, leading to a loss of trust and reliability but also creating opportunities for change. Lastly, the financial strain and insolvency experienced by many healthcare sectors are driving a process of defragmentation, where traditional healthcare sectors are blending together into a more unified entity.

Please check out our Episode Resources below:


------🔎RESOURCES🔎

GDP Report Q3: 4.9% (BEA report) // https://bit.ly/3SiTtT0

The Big Reset in Seed to Series A Graduation Rates (Substack) // https://bit.ly/478zz13

42 attorneys general allege Facebook, and Instagram are addictive and target kids (CNBC) // https://bit.ly/45OwKB5

Stabbed. Kicked. Spit On. Violence in American Hospitals Is Out of Control (NYT-Op) // https://bit.ly/3MlM9SF

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