Ellen Lord, former Under Secretary of Defense for Acquisition and Sustainment (A&S) at the Departmet of Defense, joins Venrock investor Morgan Hitzig to discuss the defense tech ecosystem, building resilient supply chains and efficient teams, and making the often conflicting timelines between VC, government, and early stage companies work for industry and our warfighters. Plus, our new favorite piece of advice: “you have two ears and one mouth, use them proportionately.”

The results of our 9th annual Healthcare Prognosis are in and the healthcare experts who took our survey aren’t too optimistic about what’s ahead. Bryan Roberts and Bob Kocher sat down to discuss the most interesting findings, their perspective on what it means and what’s ahead, and even offer a few glimmers of optimism.

Punit Soni, CEO and Founder of Suki, joins Venrock partner Bob Kocher for a conversation about how AI will invisibly assume administrative burdens in healthcare, enabling a future where doctors get to do what they love – serving patients. They discuss building companies during generational step changes, advice for getting started in health tech, jumping on high-growth rocket ships, and more.

Charlie Glazer, Head of Healthcare Equity Capital Markets at Jefferies, joins Venrock partner Nimish Shah for a conversation on what will move the needle for the healthcare market in the months ahead. He shares advice on transactions including crossovers, reverse mergers, IPOs and also, his thoughts on what makes a strong management team, and how companies can prepare to impress public investors.

Jonathan Violin, CEO of Crescent Biopharma and Venture Partner at Fairmount, speaks with Venrock partner Nimish Shah about how the company is keeping a frenetic and exciting pace to generate a new class of drugs while preparing to launch on the public markets later this year.

Cameron Turtle, CEO of Spyre Therapeutics,Inc. speaks with Venrock partner Nimish Shah about Spyre’s priorities for 2025, building a collaborative and productive Board, how culture shines through when the going gets tough, and the best advice he's ever received.

This podcast was recorded in December 2024. Please be advised that comments made during this podcast contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements relating to Spyre Therapeutic, Inc.'s (“Spyre”) expectations regarding Spyre’s product candidates including their potential safety and efficacy, business and clinical trial plans, milestones and timelines. All statements other than statements of historical fact are forward-looking statements and are subject to numerous risks and uncertainties that could cause actual results to differ materially from those expressed in any forward-looking statements. For further details concerning these risks and uncertainties, please refer to Spyre's SEC filings, including its most recent annual report on Form 10-K and quarterly reports on Form 10-Q. These forward-looking statements are only as of the date they were made and are qualified in their entirety by reference to the cautionary statements herein. Spyre does not undertake or accept any duty to make any updates or revisions to any forward-looking statements.

Bruce Perkins, healthcare advisor and former Humana leader, speaks with Venrock partners Bryan Roberts and Bob Kocher about how he built Humana into a juggernaut of Medicare Advantage and his prognostications for the industry amid CMS-HCC model version 28, GLP-1s, margin structure recovery, and ongoing drug price negotiations.

Bob Kocher and Bryan Roberts take the mic for a special episode highlighting their predictions for healthcare in 2025. They go deeper on their thoughts about Medicare Advantage under the new administration, how a resurgence of IPOs and M&A could play out, where Big Tech may actually be good at healthcare, and more. To read all 10 of their annual predictions, check out their article in Fortune Magazine.