『Health:Further』のカバーアート

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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  • 208 - Hospital Margins Crater, Half of Hospitals Still Hide Prices, and OpenAI's $1.2T Question

    208 - Hospital Margins Crater, Half of Hospitals Still Hide Prices, and OpenAI's $1.2T Question
    2026/09/18

    In this episode, we explore Vic's takeaways from Nashville Healthcare Sessions and the OpenAI-HCA partnership, a Fed rate hike to 3.75%-4% under new Chairman Kevin Warsh, a wave of nine-figure health rounds, the hollowing out of hospital margins and price transparency compliance, a potential CRISPR successor called Viper, and OpenAI's $1.2 trillion valuation push amid new AI safety disclosures — with insights into market trends, policy changes, and technological innovations shaping the future of health and money.

    Key Topics

    Nashville Healthcare Sessions recap and the OpenAI-HCA partnership
    Jobless claims fall to 196K, but the labor-force participation rate tells a different story US housing starts slip as affordable inventory stays stuck
    The Fed raises rates 25bps to 3.75%-4% under new Chairman Kevin Warsh
    VC Rundown: Thatch hits a $1B valuation, Sling raises $123M, and Evvy raises $40M
    CMS expands the ACCESS model's chronic conditions for 2027
    More than half of hospitals still aren't compliant with price transparency rules
    Hospital operating margins fall to 1.4% amid outpatient slowdowns
    The widening mental-health and turnover gap among physicians and Gen Z clinicians
    Viper: a newly discovered gene-editing system that may outperform CRISPR
    GSK commits up to $750M for a new multiple myeloma therapy
    Tokenized securities get a 5-year SEC exemption after the Clarity Act fails in the Senate
    Circle launches its ARC stablecoin blockchain with BlackRock and Visa
    OpenAI's new AI safety incidents, its $1.2 trillion valuation push, and the case for AI product liability
    AI as a co-scientist: accelerating drug discovery at Stanford

    Chapters
    0:00 Introduction — Vic recaps Nashville Healthcare Sessions and the OpenAI-HCA partnership
    2:13 Marcus on a loaded week in Nashville — family, civic work, and a strong portfolio
    4:21 Jobless claims fall to 196K, but the participation rate tells the real story
    6:49 US housing starts slip as affordable inventory stays stuck
    8:30 The Fed raises rates 25bps to 3.75%-4% under Chairman Kevin Warsh
    12:50 VC Rundown: Thatch secures $108M Series C, hits $1B valuation
    14:31 Sling raises $123M Series C for an oral GLP-1 rival
    15:03 Evvy raises $40M for vaginal microbiome research
    15:55 CMS adds more chronic conditions to the ACCESS model for 2027
    17:29 More than half of hospitals still aren't compliant with price transparency rules
    21:17 Hospital operating margins fall to 1.4% amid outpatient slowdowns
    22:10 The mental-health gap widens between employed and independent physicians
    23:19 70% of Gen Z healthcare workers say they'll quit within a year
    25:28 Viper: a gene-editing system that may predate — and outperform — CRISPR
    27:08 Sickle cell's cure and the case that healthcare's old model is approaching deprecation
    31:14 GSK commits up to $750M for Chimeric Biosciences' multiple myeloma drug
    32:21 SEC rolls out a 5-year innovation exemption for tokenized securities
    34:30 Why the Senate's Clarity Act failed
    36:16 Circle launches ARC, a stablecoin blockchain, with BlackRock and Visa
    38:54 OpenAI discloses six new AI safety incidents tied to its Astra models
    39:50 Astra's misalignment problem — and why Jensen Huang calling it AGI is unsettling
    41:54 "Get control of your own models" — the case for AI product liability
    43:08 Talking to family about AI risk, and the UL/electricity analogy for AI safety
    53:21 Staying patient and clear with people who fear AI amid election-season hype
    56:00 Jensen Huang as master communicator — and why the labs need better spokespeople
    58:06 OpenAI eyes a $1.2 trillion valuation ahead of a potential IPO
    1:01:11 "Who's going to buy this?" — OpenAI's valuation vs. its business model and moat
    1:02:16 Open-source models close the gap and erode the frontier labs' moat
    1:06:21 AI as a co-scientist: Stanford researchers accelerate drug discovery
    1:08:19 Turning the corner — from chronicling healthcare's decline to its ascent
    1:08:43 What comes next: allocating a 10,000x increase in care capacity

    #FederalReserve #Inflation #JobsReport #Housing #VentureCapital #Biotech #CMS #PriceTransparency #HospitalMargins #PhysicianBurnout #GeneEditing #CRISPR #Oncology #Web3 #StablecoinPayments #SEC #AI #OpenAI #AISafety #DrugDiscovery #HealthcarePolicy
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    1 時間 12 分
  • 207 - Sticky Inflation, Maternity Deserts, Drug Shortages, and AI's Doomsday Headlines

    207 - Sticky Inflation, Maternity Deserts, Drug Shortages, and AI's Doomsday Headlines
    2026/09/12
    Health:Further — September 10, 2026In this episode, we explore sticky inflation and the widening cost-of-living gap, a wave of nine-figure biotech rounds, mounting political pressure on AI labs, the hollowing out of hospital service lines, and a Robinhood-chain experiment that turns everyday spending into equity ownership — with insights into market trends, policy changes, and technological innovations shaping the future of health and money.Key TopicsProducer price inflation and the Fed's narrowing path to a rate cutReal wage stagnation, housing affordability, and the K-shaped economyECB rate hike and Europe's economic squeezeBiotech season: three nine-figure rounds in immuno-oncology, rare disease, and pediatric CAR-TSenate scrutiny of OpenAI and the emerging case for AI liability$500 ACA rebate checks and politics ahead of the midtermsMedicare drug spending outrunning IRA projectionsMaternity ward closures and the hollowing out of hospital service linesProviders demanding payment upfront as payer-provider trust erodesBiosimilar pipeline gaps and universal cancer drug shortagesUnpaid Ebola workers and the global health funding gapTokenized equity, Robinhood's distribution advantage, and who owns your AI tracesChapters00:00 Introduction — Vic at TMC in Houston, Marcus in Mexico City01:57 Producer price inflation accelerates to 0.4% in August02:39 Six charts on how Americans really feel about the economy: real wages and housing affordability07:55 ECB raises its benchmark rate to 2.5% to quell inflation09:06 VC deal review — biotech season, three nine-figure rounds: 09:33 Solstice raises $225M Series A for next-gen CTLA-4 immunotherapy10:12 GV-backed Encoded raises $275M Series F for Dravet syndrome asset and manufacturing scale-up10:32 BrainChild Bio raises $116M Series A for CAR-T in pediatric brain cancer11:20 OpenAI faces a Senate probe into the Hugging Face breach — and the case for AI liability16:51 Trump pledges $500 checks to 1 million people for ACA overcharges18:54 Ominous outlook for Medicare drug spending: lower prices, higher volume22:16 Half of U.S. hospitals lack maternity wards as Medicaid cuts loom23:52 Tenet lays off 1,000+ Conifer employees amid CommonSpirit contract breakup24:53 Why more hospitals and doctors are asking patients to pay first30:25 Cheap biologic alternatives stall: 90% of brand biologics losing exclusivity have no competitor in development32:39 100% of cancer centers surveyed have at least one drug in shortage33:36 Novartis stock slides as the centerpiece of its $12B Avidity buyout flunks phase 334:38 Health & Us: unpaid Ebola workers let families touch the dead in the DRC38:45 Web3: Crumbs, built on Robinhood's chain — tokenized equity from everyday spending42:47 OpenAI's GPT-6 Astra is shockingly good at almost everything45:15 OpenAI says it cracked Navier-Stokes — and the credit and training-data controversy behind it52:04 How Chinese AI firms tried to clone U.S. models: DeepSeek, Moonshot, and distillation allegations54:13 Anthropic insiders warn AI could kill all humans — and why we're more worried about the humans59:19 Closing — Nashville Healthcare Sessions next weekHashtags#Inflation #FederalReserve #HealthcarePolicy #ACA #Medicare #Maternity #AI #OpenAI #Anthropic #China #Biotech #Web3 #Tokenization #HealthTech #Pharma
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    1 時間
  • 206 - From Epic & OpenAI to Patent Cliffs, Global Aging, and the Fed’s Outlook

    206 - From Epic & OpenAI to Patent Cliffs, Global Aging, and the Fed’s Outlook
    2026/09/09
    In this episode, we explore the latest developments in economics, healthcare, AI, and Web3, providing insights into market trends, policy changes, and technological innovations shaping the future.Key TopicsUS jobless claims and economic outlookFederal Reserve's monetary policy and dissenting voicesEurozone inflation and European economic challengesVenture capital deals in healthcare, including Thyme Care's growthAI integration with Epic and healthcare data sourcesStable coins and digital currency developments by major banksImpact of demographic shifts on healthcare systemsPharma patent cliffs and biotech industry trendsAI advancements in oncology and healthcare applicationsNVIDIA's strategic moves in AI infrastructureChapters00:00 Introduction and episode overview01:54 US jobless claims and economic outlook03:30 Federal Reserve's policy signals and dissenting voices08:51 Eurozone inflation and European economic challenges10:08 Venture capital deal: Thyme Care's growth and valuation12:55 AI in healthcare: Yale New Haven's AI coding platform15:15 Expansion of medical imaging network with Scan.com17:08 Drug pricing deals and policy updates18:25 Hospital mergers and FTC's role in healthcare deals23:35 Payer policies: United Healthcare's prior authorization changes26:19 Self-pay hospital visits and healthcare economics30:30 Pharma industry: patent cliffs and biotech trends:Pharma Industry Faces Biggest Patent Cliff in DecadesGSK Licenses Hutchmed KRAS-EGFR Cancer Asset36:46 Demographic shifts: Aging population worldwide41:01 Web3: Stable coins and banking collaborations:21 Major Banks Launch Joint USD Stablecoin ConsortiumEthena Pay Launches Stablecoin Banking AppSoFi Links Traditional Banking Network With Kraken45:45 AI in healthcare: Epic and ChatGPT integrations48:07 Specialized AI agents for oncology and healthcare (OpenEvidence)49:43 NVIDIA's strategic AI infrastructure deals (Anthropic Cloud Deal)55:23 The economic impact of AI and future outlook57:45 Closing remarks and next steps
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    58 分
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