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Health:Further

Health:Further

著者： Marcus Whitney & Vic Gatto
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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.

© 2025 Health:Further 経済学 衛生・健康的な生活
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  • 195 - Warsh's Fed, the Hormuz Deal, Anthropic's Export Ban, and the Retatrutide Black Market! Ft. Ash Shehata

    195 - Warsh's Fed, the Hormuz Deal, Anthropic's Export Ban, and the Retatrutide Black Market! Ft. Ash Shehata
    2026/06/20
    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 Lineup1 — In This Economy2:34 - 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 Review14:52 - 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?FYIInStride 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 — Policy20:01 - 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...
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    1 時間 21 分
  • 194 - Inflation Rises, SpaceX Demand Surges, and Apple’s AI Strategy Takes Shape

    194 - Inflation Rises, SpaceX Demand Surges, and Apple’s AI Strategy Takes Shape
    2026/06/13
    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.LinksStory 1: Economy5:16 - Inflation Jumps as Iran War Intensifies Price Squeeze NYT9:16 - SpaceX IPO Draws at Least $5 Billion Order From BlackRockStory 2: VC rundown15:32 - Surgical AI Startup Uncovr Emerges from Stealth with $7M Seed Funding HIT16:55 - Stepful raises $55M for healthcare training platform Mobi HealthStory 3: Price transparency17:40 - Kennedy & Oz Discuss Price transparency on XStory 4: CMS Top 5 Priorities22:39 - The 5 Areas Where Dr. Oz Says CMS Can Make Healthcare More Affordable MedCityStory 5: Drug prices inside EMRs26:41 - BCBS of Massachusetts partners for lower-cost drug alternatives Healthcare FinanceStory 6: GSK Oncology28:21 - GSK to Buy Nuvalent for $10.6 Billion in Oncology Push WSJStory 7: GLP-1 Pills28:40 - Novo Nordisk Weight-Loss Pill Prescriptions Hit Three Million Since Launch WSJStory 8: Pharma IPO in Canada30:01 - Apotex Shares Rally as Trading Begins Following Pricing of C$1.3 Billion IPO WSJStory 9: Wearable Showdown 31:33 - The Wearable Showdown: Oura Ring 5 vs. Fitbit Air vs. Whoop MG vs. Apple Watch WSJStory 10: Agent Payments34:41 - Coinbase Launches Tool That Lets AI Agents Trade Crypto and Make Payments for Users Decrypt35:35 - Mastercard Launches Agent Pay for Machines, Ripple and XRPL Join 30+ Partners to Power AI-Driven Commerce MerkleStory 11: Abridge growth38:53 - Abridge picks up strategic investment from Eli Lilly, expands payer, research workflows Fierce HealthcareStory 12: Claude Fable540:08 - Anthropic Releases New ‘Mythos-Class’ Model to General Public With Guardrails WSJ41:16 - bWe've Never Seen an AI Like This (Claude Fable 5) YouTubeStory 13: Price War Coming?1:05:55 - OpenAI Considers Drastic Price Cuts, Anticipating War for Users With Anthropic WSJStory 14: Apple Developer Conf1:07:37 - Apple Unveiled the New Siri AI. Here Are the Key Takeaways. WSJStory 15: Apple Developer Conf1:12:47 - Driverless Trucks Are Here—and They’re Delivering Bags of Doritos WSJ
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    1 時間 20 分
  • 193 - UnitedHealthcare Medicaid Lawsuit, Hospital AI Expansion, and the New Longevity Boom

    193 - UnitedHealthcare Medicaid Lawsuit, Hospital AI Expansion, and the New Longevity Boom
    2026/06/06
    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.LinksStory 1: Economy2:41 - U.S. Job Openings Increased While Hiring Fell in April WSJ3:17 - U.S. Jobless Claims Rose Last Week WSJ3:27 - Kevin Warsh Wants the Fed to Think About Inflation Differently WSJStory 2: Private Credit - Blackstone5:44 - Blackstone Investors Ask to Pull $4.4 Billion From Private-Credit Fund WSJStory 3: VC rundown7:14 - Coinbase Founder’s Longevity Startup Triples in Value WSJ8:15 - Adaptive Innovations Raises $50M in Series A Funding FINSMES9:37 - Advanced NanoTherapies raises $31M for drug-coated balloon tech Drug Delivery9:58 - Contraline and its male birth control candidate rally $92.5M amid push into 'massive white space' of men's health Fierce Healthcare10:52 - Novellia raises $18M for patient-controlled health data platform MobiHealth12:55 - Ilant Health Secures $15M to Expand Value-Based Precision Obesity Management HITStory 4: SCOTUS13:45 - It's unanimous: SCOTUS agrees with Hikma in 'skinny label' case vs. Amarin Fierce HealthcareStory 5: MA sues UHG16:06 - Massachusetts sues UnitedHealthcare for alleged Medicaid fraud Healthcare Dive16:58 - California attorney general sues over 23andMe data breach Healthcare DiveStory 6: Ardent new CEO18:41 - New Ardent Health CEO inherits growth ambitions Healthcare DiveStory 7: Ascension21:56 - Ascension closes its $3.9B AmSurg purchase following FTC's all-clear Fierce HealthcareStory 8: WellSpan24:18 - WellSpan Health strikes strategic partnership with Philips to deploy, co-develop new healthcare tech Fierce HealthcareStory 9: New Brain Tumor Treatment25:33 - Radiation Device Placed in Brain Cuts Tumor Recurrence, Boosts Survival WSJStory 10: Lilly 340B27:53 - Eli Lilly issues data sharing ultimatum to 340B hospitals Healthcare DiveStory 11: Autism Fraud?30:53 - The Autism-Therapy Business Is Booming—and So Is the Billing Abuse WSJStory 12: Crypto Winter39:06 - The Crypto Winter Turns Colder as Bitcoin Extends Its Slide WSJ39:21 - Strategy shares fall after selling $2.5 million in bitcoin, its first sale since 2022 CNBCStory 13: Tokenized Bank Deposits42:34 - JPMorgan, Citi and Big Banks Plan New Tokenized Deposit System to Answer Crypto WSJStory 14: Mayo Teams with Microsoft43:44 - Mayo’s latest AI bet: A frontier model with Microsoft Healthcare DiveStory 15: AI Regulation45:23 - Trump Signs AI Executive Order to Increase Government Oversight WSJStory 16: IPOs53:50 - Anthropic Files to Go Public in Blockbuster Year for IPOs WSJ53:59 - Google Seeks $80 Billion for AI Buildout; Berkshire Will Buy $10 Billion Stake WSJ54:16 - SpaceX Sets Price for the World’s Largest I.P.O. NYTStory 17: PCs for AI Agents55:35 - Nvidia Introduces First PCs Designed for AI Agents WSJStory 18: Anthropic Reg Capture56:31 - Anthropic Urges Global Pause in...
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    1 時間 3 分
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