

Health:Further
Marcus Whitney & Vic Gatto
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.
Episodes
Mentioned books

Apr 20, 2024 • 1h 6min
55 - United and Elevance Earnings, PE Risk Index, Healthcare LLM Rankings, Atlas Robot
In this episode, Marcus and Vic dive into the heart of healthcare innovation, economic dynamics, and the growing intersection of artificial intelligence in medicine. The conversation spans the gamut from heart care advancements that personalize and improve patient outcomes to the broader implications of economic policies on healthcare accessibility and affordability. Our exploration doesn't stop there; we also uncover the challenges and opportunities presented by AI in revolutionizing drug discovery and patient care protocols while also taking a critical look at the cybersecurity measures essential in safeguarding our healthcare data. This episode provides an overview of the current landscape and future directions of healthcare, emphasizing the role of technology in shaping a healthier, more informed society.Please check out our Episode Resources below:------🔎RESOURCES🔎3:17 - Powell Dials Back Expectations on Rate Cuts (WSJ)5:09 - Rents Are Still Rising and Pumping Up Inflation (WSJ)16:55 - UnitedHealth Stock Soars After Earnings Beat Expectations, Despite Cyberattack (WSJ)21:00 - Russian hackers steal agencies' emails as part of Microsoft hack (Axios)24:52 - Elevance Raises Forecast Amid Industry Cyberattack Concerns (Bloomberg)25:18 - Elevance Health and Clayton, Dubilier & Rice Sign Strategic Partnership (Fierce Healthcare) 28:55 - Walgreens' fourth round of cuts targets corporate workers (Modern Healthcare)32:33 - States facing the greatest risk from private equity (Beckers)33:15 - Bankruptcies among PE-backed healthcare companies spiked in 2023 (Fierce Healthcare) 33:51 - Private Equity Risk Nonprofit Organization (Private Equity State Risk Index)38:43 - HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

Apr 19, 2024 • 49min
54 - Behind the Numbers: A Dive into Healthcare's Financial Trends w/ Emily Evans
In this episode, Vic, Marcus, and Emily Evans (Managing Director at Hedgeye Risk Management, LLC) dive deep into healthcare policy, focusing on the seismic shifts within the Medicare Advantage landscape. They unravel the complexities surrounding UnitedHealth Group’s latest financials, dissecting the impacts of demographic shifts, policy changes, and earnings reports on the Medicare Advantage program. The trio also scrutinizes the evolving dynamics of healthcare spending, including the contentious coverage of weight loss drugs and the broader implications of drug pricing and healthcare system reforms. Join them as they navigate through the intertwining paths of policy, healthcare costs, and the future of Medicare Advantage in an ever-changing healthcare environment.------🔔SIGN UP FOR EPISODE NOTIFICATIONS🔔https://www.podpage.com/healthfurther/------📱FOLLOW HEALTH:FURTHER SOCIALS📱INSTAGRAM // https://www.instagram.com/healthfurther/TWITTER // https://twitter.com/HealthFurtherFACEBOOK // https://www.facebook.com/HealthFurther/LINKEDIN // https://www.linkedin.com/company/health-furtherTIKTOK // https://www.tiktok.com/@healthfurtherHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

Apr 14, 2024 • 56min
53 - Inflation Fears, Healthcare’s Discharge Gap, The Aging Baby Boomer Impact
In this episode, Vic and Marcus explore key trends in business, healthcare, cryptocurrency, and AI. They start by analyzing economic indicators, new Alzheimer's treatment, the impact of AI on healthcare and finance, and the significant impact of an aging population as baby boomers reach retirement age on healthcare, social security, and the workforce. We also examine challenges in healthcare administration and reflect on the importance of physical fitness for long-term well-being.Please check out our Episode Resources below:------🔎RESOURCES🔎1:52 - Inflation Runs Hotter Than Expected (NYT)4:22 - Fed Rate Cuts Are Now a Matter of If, Not Just When (WSJ)10:46 - CMS says spending on Leqembi could hit $3.5B next year (Fierce Healthcare)16:09 - Healthcare on the brink: the challenges of an aging society in the US (Nature)33:36 - Are You Fit for Your Age? Test Yourself With These Exercises (WSJ)39:27 - Q1 2024 digital health funding: Great (reset) expectations (Rock Health)41:53 - Exits Are Few These Days. So One Fledgling VC Firm Created Its Own (WSJ)45:45 - Round 2: Change Healthcare Targeted in Second Ransomware Attack (Dark Reading)47:41 - “The Name May Be ‘Neue’ but Their Problems are Old”: Bright Health’s Rebrand (MedCity News)48:49 - Are You Ready for AI to Be a Better Doctor Than You? (Medscape)52:12 - Cloud Next 2024: More momentum with generative AI (Google Blog)54:22 - Google partners with Bayer on new AI product for radiologists (CNBC)------🔔SIGN UP FOR EPISODE NOTIFICATIONS🔔HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

Apr 11, 2024 • 46min
52 - The Future of Health Benefits - Noah Lang's Quest for Equitable Healthcare
This eye-opening episode of Health Further dives deep with Noah Lang, Stride Health's CEO, as he sheds light on revolutionizing health benefits for the gig economy. Noah discusses Stride Health's origins, challenges within the healthcare industry, and the groundbreaking strides towards portable benefits. With stats showcasing the growing independent workforce and changing employer landscapes, Noah articulates the urgent need for policy innovation and better benefit structures. The discussion also touches on the role of policy in shaping a more flexible, equitable healthcare system. Marcus and Noah explore the implications of such innovations on entrepreneurs, small businesses, and the broader workforce, marking a pivotal moment in dialogues around health benefits and the future of work.www.stridehealth.comNoah Lang------🔔SIGN UP FOR EPISODE NOTIFICATIONS🔔https://www.podpage.com/healthfurther/------📱FOLLOW HEALTH:FURTHER SOCIALS📱INSTAGRAM // https://www.instagram.com/healthfurther/TWITTER // https://twitter.com/HealthFurtherFACEBOOK // https://www.facebook.com/HealthFurther/LINKEDIN // https://www.linkedin.com/company/health-furtherTIKTOK // https://www.tiktok.com/@healthfurtherHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

Apr 7, 2024 • 1h 16min
51 - New Diagnostics, Aegis Ventures, HHS’ Resiliency Plan, Molina and Cityblock, Ozempic’s Growth, Diet as Psychiatric Treatment
Join Marcus & Vic as they discuss the complexities of the healthcare system and the stock market's vagaries. It doesn't stop there; the conversation extends into the terrain of cybersecurity in healthcare, the role of private equity in healthcare provision, and the intriguing potential of dietary approaches to mental health treatment. With a blend of engaging discussions on current trends, policies, and scientific discoveries.Please check out our Episode Resources below:------🔎RESOURCES🔎S&P 500 Drops to Start New Quarter (WSJ) - 2:25Powell Says Fed Has Time to Assess Data Before Deciding to Cut (Bloomberg) - 4:16S&P 500 Snaps Two-Day Losing Streak (WSJ) 4:45What’s Wrong With the Economy? It’s You, Not the Data. (WSJ) - 8:36Providence spins off patient portal company (Modern Healthcare) - 11.28Diagnostics company Binx Health banks $65M to drive growth of point-of-care testing (Fierce Healthcare) - 15.02Investors Put $58 Million Into Biolinq’s Push for Easier Glucose-Monitoring (WSJ)Bolinq website https://www.biolinq.com/ - 18:06Health tech investor Glen Tullman launches 62 Ventures, a new $100 million fund (Stat) - 20:30Northwell, Memorial Hermann and others join Aegis Ventures consortium (Modern Healthcare) - 28: 05Tiger Global VC Fund ClosesHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

Mar 30, 2024 • 1h 11min
50 - VC, M&A and IPO Markets, Steward Health, Anthropic, Stability AI, and the White House AI Roadmap
Join Marcus & Vic as they discuss the treasury and the deficit, new VC deals, M&A and IPO Markets, Steward Health's provider group potentially being purchased by Optum, Amazon's investment in Anthropic, Stability AI's founder departure, and the White House AI RoadmapPlease check out our Episode Resources below:------🔎RESOURCES🔎The $27 Trillion Treasury Market Is Only Getting Bigger (WSJ)US life expectancy rises after 2-year dip (Politico)Float gathers $10M Series A for home care staffing (Axios)Telenutrition startup Nourish swallows $35M Series A (Axios)Merck’s $11.5 Billion Bet on Its Next Big Drug Finally Arrives (WSJ)Johnson & Johnson Considers Deal for Shockwave Medical (WSJ)M&A Gathers Steam for Biotech Startups (WSJ)Amazon Expands Same-Day Pharmacy Delivery to New York, Los Angeles (WSJ)Occupational care provider Concentra files for IPO (Axios)Hospitals Are Adding Billions in ‘Facility’ Fees for Routine Care (WSJ)UnitedHealth Group's Optum to buy Steward physician group (Modern Healthcare)HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

Mar 25, 2024 • 1h 11min
49 - Doveish Fed, Reddit IPO, Elevance, CMS Approves GLP-1, Nvidia, Apple, & Microsoft
Join Marcus & Vic as they discuss the FOMC meeting, the Reddit IPO, Elevance acquiring from Kroger, more GLP-1 moves, and a big AI rundown including NVIDIA, Apple, Microsoft, Google and Ray Kurzweil.Please check out our Episode Resources below:------🔎RESOURCES🔎Fed Officials Still See Three Interest-Rate Cuts This Year, Buoying Stocks (WSJ)Reddit stock soars in highly anticipated market debut (Yahoo)Wonder, Marc Lore’s Food-Delivery Startup, Raises $700 Million (WSJ)PocketHealth lands $33M to build out its medical image exchange platform (Fierce Healthcare)Elevance Health’s CarelonRx to buy Kroger Specialty Pharmacy (Modern Healthcare)Heritage Provider Network courts PE for $7B-plus deal (Axios)Medicare Opens Door for Covering Obesity Drugs (WSJ)The house-passed bill instructs CBO to take longer view when grading preventive health laws (Fierce Healthcare)Nvidia Plans to Price Newest AI Chips to Appeal to Wide Group of Users (WSJ)Apple Looks to External Partners to Boost AI Efforts (WSJ)Microsoft Hires DeepMind Co-Founder to Lead Consumer AI Unit (WSJ)Microsoft CEO SaHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

Mar 15, 2024 • 1h 14min
48 - State of Union, GLP-1 Rundown, HIMSS is Fading, AI Software Engineer: Devin
Join Marcus & Vic as they discuss President Biden's State of the Union Address, the latest on the ChangeHealthcare situation, a rundown of GLP-1 updates, the waning influence of HIMSS and updates on the AI front, including a new AI software engineer called Devin. Please check out our Episode Resources below:------🔎RESOURCES🔎Inflation Picks Up to 3.2%, Slightly Hotter Than Expected (WSJ)White House presses UnitedHealth on Change outage at meeting (Modern Healthcare)Aledade loans in the wake of Change Fallout (LI)Evernorth expands GLP-1 program, unveils new Behavioral Health Care Group (Fierce Healthcare)Wegovy’s Newly Verified Heart Benefits Under Review by Medicare (Bloomberg)Eli Lilly partners with Amazon for delivery of its weight loss, diabetes and migraine drugs (Fierce Healthcare)HIMSS24: Google Cloud builds out generative AI solutions to aid healthcare workers (Fierce Healthcare)Elon Musk’s xAI to Open-Source Its Grok Chatbot, in Latest Swipe at OpenAI (WSJ)Today we're excited to introduce Devin, the first AI software engineer (X)Worlds FIRST AI Software Engineer Just SHOCKED the Entire Industry (YouTube)------🔔SIGN UP FOR EPISODE NOTIFICATIONS🔔https://www.podpage.com/healthfurther/------📱FOLLOW HEALTH:FURTHER SOCIALS📱INSTAGRAM // https://www.instagram.com/healthfurther/TWITTER // HF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

Mar 10, 2024 • 1h 3min
47 - Economic Growth, $22m Ransom, CHS, Mayo, UPMC, GLP-1, & AI in Healthcare
Join Marcus & Vic as they discuss the weird way in which the economy is performing, fueled by debt, more on the ChangeHealthcare situation, health system performance, Mark Cuban, a new approach to longevity, GLP-1 update and an AI rundown.Please check out our Episode Resources below:------🔎RESOURCES🔎Stocks Rise After Fed’s Powell Lifts Rate-Cut Hopes (WSJ)China's exports top forecasts as global demand returns (Reuters)OECD Government Borrowing Expected to Rise to Record $15.8 Trillion (WSJ)New York Community Bancorp to Get More Than $1 Billion Investment (WSJ)Hackers Behind the Change Healthcare Ransomware Attack Just Received a $22 Million Payment (Wired)BlackCat Ransomware Group Implodes After Apparent $22M Payment by Change Healthcare (Krebs)HHS Statement Regarding the Cyberattack on Change Healthcare (HHS website)DOJ, FTC & HHS Issue Public Input as Part of Inquiry into Impacts of Corporate Ownership in Health Care (website)Mark Cuban's drug company inks first health system partnership to sell directly to Community Health Systems (Fierce Healthcare)Mayo Clinic closed out 2023 with $18B in revenue, 6% operating margin (Fierce healthcare)UPMC reports almost $200M operating loss as expenses rise (Fierce healthcare)Novo Nordisk Shoots To Record High After New Pill TopHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK

Mar 10, 2024 • 1h
46 - Insights Into Health Equity with Dr. Medell Briggs-Malonson
Dr. Medell Briggs-Malonson, MD, MPH, MSHS is the Chief of Health Equity, Diversity and Inclusion for the UCLA Health System. She is also an Associate Professor of Emergency Medicine at the David Geffen School of Medicine at UCLA. In her current role, she is responsible for the implementation and oversight of organizational structures and initiatives that promote inclusivity and equity among UCLA Health staff, patients, and communities. Dr. Briggs-Malonson is also the founder and CEO of Contour Health Solutions, a national advisory firm that partners with health technology organizations and investors to develop inclusive and high performing technologies that promote optimal health and wellbeing among all populations. Dr. Briggs-Malonson prides herself in building a culture of innovation, collaboration, and excellence. This has led her to become a nationally recognized healthcare improvement advisor, speaker, and best-selling author. She has held several administrative and academic roles throughout her career focused on innovative healthcare system redesign using technology to advance health equity and justice within diverse communities. Dr. Briggs-Malonson currently serves as the Co-Chair of the United States HHS/Office of the National Coordinator Health Information Technology Advisory Committee (HITAC).Please check out our Episode Resources below:------🔎RESOURCES🔎Medell on LinkedIn2023 DEI Executive of the Year------🔔SIGN UP FOR EPISODE NOTIFICATIONS🔔https://www.podpage.com/healthfurther/------📱FOLLOW HEALTH:FURTHER SOCIALS📱INSTAGRAM // https://www.instagram.com/healthfurther/TWITTER // https://twitter.com/HealthFurtherFACEBOOK // https://www.facebook.com/HealthFurther/LINKEDIN // https://www.linkedin.com/company/health-furtherTIKTOK // https://www.tiktok.com/@healthfurtherHF SiteYOUTUBEINSTAGRAMTWITTERFACEBOOKLINKEDINTIKTOK


