Episodios

  • Inside Forbion’s M&A-First Playbook for Building Europe’s Biotech Winners
    Jul 3 2025

    "If a company isn't IPO-ready, it better be M&A-ready," says Nana Buhl Laursen of Forbion Capital Partners. She and co-founder Sander Slootweg sit down with Bloomberg Intelligence analyst Sam Fazeli to explain Forbion’s blueprint for success in Europe’s maturing biotech ecosystem. From incubating CNS-focused gene therapy startups to executing €100M+ financing rounds, Forbion’s thesis is rooted in scientific rigor and commercially sound exits. They also share how Europe’s capital scarcity offers hidden advantages—and why late-stage buyers still pay up for must-have innovation.

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    51 m
  • Rightway’s Plan to Dismantle the Pharmacy Benefit Monopoly
    Jun 26 2025

    “The PBM space has been worse than some criminal enterprises — they are stealing money from employers and employees,” says Jordan Feldman, CEO and co-founder of Rightway Healthcare. Feldman joins Bloomberg Intelligence analyst Jonathan Palmer on this episode of the Vanguards of Health Care podcast to unpack how Rightway is building a member-first pharmacy benefit manager (PBM) — one without rebates, gimmicks or hidden margins. They dive into Rightway’s origin story, how its care-navigation platform grew to 3.5 million members, and why a transparent, clinically-grounded PBM is the antidote for industry dysfunction. Feldman also shares thoughts on GLP-1 drugs, AI and what it means to be the so-called N-of-one alternative to the Big 3 PBM’s monopoly.

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    57 m
  • Cleerly Aims to Reinvent Coronary Artery Diagnostics with AI
    Jun 18 2025

    “We started Cleerly with the intent to make a comprehensive care pathway for evaluation, education, treatment and tracking for heart disease,” said Dr. Jim Min, the company’s founder and CEO. In this Vanguards of Health Care episode, Min sits down with BI analyst Matt Henriksson to discuss Cleerly and its comprehensive management platform that uses AI algorithms to boost the accuracy of interpreting CT scans, avoid false positives and make the diagnosis stage of treating the disease more efficient for doctors and hospitals. They also cover the need to drive the iterative process of clinical studies, including the TRANSFORM randomized trial for screening asymptomatic individuals with the aim of preventing sudden cardiac death.

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    46 m
  • How AstraZeneca Aims to Stay Ahead in the Race for Oncology Innovation
    Jun 12 2025

    “The thing that I worry about more than loss of exclusivity is this term that I introduced at the AACR meeting -- loss of relevancy" says Susan Galbraith, EVP of Oncology R&D at AstraZeneca. In this episode, Galbraith and David Fredrickson, EVP of Oncology Business Unit, join Bloomberg Intelligence analyst Sam Fazeli fresh from ASCO to discuss how AstraZeneca is navigating an increasingly complex oncology landscape. From a legacy in small molecules to a bold push into areas ranging from cell therapy to antibody-drug conjugates, they explain how the company aims to sustain growth and relevance. The discussion also covers new trial designs, biomarker-driven strategies, and why innovation, not exclusivity, is the true metric of success.

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    57 m
  • Overture Aims to Implement Focalplasty as an Early Treatment Option for Osteoarthritis
    Jun 5 2025

    OvertureTi is designed in a way that allows you step by step to avoid a total knee [replacement] because it’s so bone-sparing,” Overture Orthopaedics cofounder Riley Williams tells Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Williams and CEO James Kim sit down with BI analyst Matt Henriksson to talk about Overture, the development of focalplasty and its benefits over total knee replacement as a minimally invasive treatment option. They also discuss the importance of treating osteoarthritis early in the disease progression. Additionally, tune in to learn how it was once cheaper for Kim to hand-deliver the implants and tools instead of using overnight delivery, and about Dr. Williams’ time as a consultant for Bill Hader’s character in the movie Trainwreck.

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    52 m
  • Lantheus Builds New Foundation in Prostate Cancer, Other Screenings
    May 29 2025

    “If you can image it, if you can light it up, then you know where it’s going to go,” Lantheus’ CEO Brian Markison says as he explains the future of imaging agents to Bloomberg Intelligence. “You know it’s going to get to the tumor, and then if you can attach basically a warhead to it, then you can deliver targeted radiation to that tumor.” In this episode of the Vanguards of Health Care podcast, Markison sits down with Bloomberg Intelligence analyst Matt Henriksson for an in-depth interview to discuss how the Pylarify and Definity imaging agents enhance disease detection compared with traditional imaging platforms. They also dive into the importance of manufacturing and logistics to get the agents to the right hospital at the right time and the future pipeline with a portfolio of agents under development to detect Alzheimer’s and neuroendocrine tumors.

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    41 m
  • Sanofi’s R&D Head on AI, Franchises and Reinventing R&D for the Long Game
    May 22 2025

    “AI is going to be super transformative... we’ve all moved too slowly and need to speed up our integration.” says Houman Ashrafian, Head of R&D at Sanofi. In this episode, Ashrafian joins Bloomberg Intelligence analyst Sam Fazeli to unpack how AI-powered portfolio construction, franchise-based innovation and a long-term mindset are reshaping the pharma giant’s R&D strategy. They explore Sanofi’s ambition to become a premier immunology powerhouse, how the company is applying venture-style rigor to pipeline decisions, and why cultural transformation -- not quarterly earnings -- is the key to staying relevant through 2040.

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    49 m
  • SonderMind Transforming Mental Health with Precision Technology
    May 15 2025

    “Mental health care is still living in the mid-20th century,” says Mark Frank, CEO and cofounder of SonderMind. Frank joins Bloomberg Intelligence analyst Jonathan Palmer to break down how SonderMind is reimagining behavioral health from its antiquated roots by layering technology and data, and while seamlessly integrating digital tools into therapy. The pair also discuss the company’s pandemic pivot to virtual care, its move toward risk-based contracting and the role AI will play in transforming behavioral care from a subjective art into a data-driven science — which Frank sees as the key enabler for mental health to be treated with the same precision as physical health.

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    56 m