FDA Approves Muscle Drug, the MA Gold Rush Ending, with Stuart Blitz & Scott Law | HCN EP. 7
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FDA Approves Muscle Drug, the MA Gold Rush Ending, with Stuart Blitz & Scott Law | HCN EP. 7
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This week on HCN: the FDA approves ISEMBYLD, a myostatin-targeting muscle drug for SMA — is this the next GLP-1 story? Employer health costs keep climbing while 91% of premium growth still tracks care spending. The Medicare Advantage gold rush faces tighter CMS rules. Oura opens the books ahead of an IPO, Apple pushes to become your health home, and we ask whether menopause supplements actually work after 25 years of thin evidence.
Special guests: Stuart Blitz, cofounder and COO of Hone Health, and Scott Law, partner at Meridian Street Capital.
Segments:
— The Muscle Drug Is Here (ISEMBYLD / myostatin)
— Research Backup — The Health Plan Rebuild (employer plans / a16z / JAMA)
— The MA Gold Rush Is Over (Medicare Advantage / risk adjustment)
— Oura Opens the Books (IPO / consumer health)
— Apple Wants to Be Your Health Home
— Do Menopause Supplements Actually Work?
— Guest: Stuart Blitz, Hone Health
— Guest: Scott Law, Meridian Street Capital
— Final Close — The Health Plan Death Spiral