Health:Further copertina

Health:Further

Health:Further

Di: 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 Economia Igiene e vita sana
Episodi
  • 211 - Hospitals Can't Hide Behind CMS Anymore: The FTC, Medical Bill Revolts & the Battle of the AIs

    211 - Hospitals Can't Hide Behind CMS Anymore: The FTC, Medical Bill Revolts & the Battle of the AIs
    Oct 9 2026
    In this episode, Vic is joined by Emily Evans, sitting in for Marcus, to talk through her book on the two competing philosophies that have shaped American healthcare, a September jobs report shaped by shifting immigration dynamics, Fed minutes and the return of bond market volatility, Healthleap's AI for flagging undiagnosed hospital patients, Matchpoint Therapeutics' $150M raise and the promise of immune-based therapies, the FTC's warning letters to 24 health systems over price transparency, HHS's plan to allow some unapproved peptides as Chinese manufacturers flood the U.S. with bootleg versions, Texas AG Ken Paxton's probe of UnitedHealth, the "battle of the AIs" between payers and providers, GE HealthCare's $945M bet on radiopharmaceuticals, the optogenetics Nobel Prize, influencers urging patients not to pay their medical bills, tokenized stocks and stablecoin remittances, Biohub's $1.8B push for AI-ready biological data, OpenAI's 722 math proofs, and the enterprise AI price war between OpenAI and Anthropic — with insights into market trends, policy changes, and technological innovations shaping the future of health and money.Chapters0:00 Introduction0:47 Emily's book: universal care vs. incrementalism in American healthcare3:46 September jobs report: hiring trudges along ↳https://www.wsj.com/economy/jobs/september-jobs-report-unemployment-6b6d66436:48 Fed minutes, the deficit and the return of bond market volatility ↳https://www.wsj.com/economy/central-banking/fed-minutes-signal-further-rate-increase-this-year-but-no-urgency-for-october-hike-54ec759f10:13 Healthleap raises $38M for AI that flags hospital patients who need a closer look ↳https://techcrunch.com/2026/10/07/healthleap-raises-38m-for-its-ai-that-flags-hospital-patients-who-may-need-a-closer-look/15:02 Matchpoint Therapeutics raises $150M Series B ↳https://www.fiercebiotech.com/biotech/matchpoint-nets-150m-series-b-take-covalent-med-clinic19:31 Parakeet Health raises $10M for conversational AI ↳https://medcitynews.com/2026/10/parakeet-health-secures-10m-for-conversational-agentic-platform/23:51 The FTC warns 24 health systems over price transparency ↳https://www.beckershospitalreview.com/legal-regulatory-issues/the-ftcs-healthcare-crackdown-9-things-to-know/31:14 HHS plans a stopgap to allow some unapproved peptides ↳https://www.beckershospitalreview.com/glp-1s/hhs-plans-stopgap-to-allow-sales-of-some-unapproved-peptides-washington-post/36:01 Texas AG Ken Paxton investigates UnitedHealth over care denials ↳https://www.healthcaredive.com/news/texas-ken-paxton-unitedhealth-investigation-care-denials/832221/38:22 Fitch: humans will stay in the loop on AI prior auth ↳https://www.beckershospitalreview.com/finance/revenue-cycle-management/fitch-human-review-in-ai-prior-authorization-denials-likely-here-to-stay/40:27 GE HealthCare buys SOFIE for nearly $1B ↳https://www.wsj.com/health/healthcare/ge-healthcare-to-buy-sofie-for-nearly-1-billion-to-grow-medical-imaging-business-cfca031842:56 The outpatient shift accelerates as hospital margins rebound ↳https://www.healthcaredive.com/news/outpatient-shift-accelerates-hospital-margins-rebound-strata/832490/44:51 Nobel Prize in Physiology or Medicine goes to optogenetics ↳https://www.wsj.com/science/trio-awarded-nobel-prize-in-physiology-or-medicine-for-neuroscience-discoveries-55005d9547:06 Chinese makers of fentanyl ingredients now sell bootleg peptides ↳https://www.wsj.com/health/pharma/chinese-makers-of-fentanyl-ingredients-now-sell-bootleg-peptides-to-americans-c383160b50:14 The influencers on a mission to stop people from paying medical bills ↳https://www.wsj.com/health/healthcare/these-influencers-are-on-a-mission-to-stop-people-from-paying-medical-bills-4843da3d1:00:14 Securitize launches tokenized stock trading ↳https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-10-08-2026/card/securitize-launches-tokenized-stock-trading-for-u-s-investors-dUqrm7mXGjwUrAdo4x6M1:01:46 Samsung adds USDC cross-border payments to Galaxy Wallet ↳https://cryptorank.io/news/feed/4d678-samsung-wallet-usdc-solana1:03:21 Biohub, DOE and NIH back $1.8B in biological data for AI ↳https://www.wsj.com/tech/ai/zuckerbergs-biohub-partners-with-doe-nih-to-invest-1-8-billion-in-biological-data-for-ai-models-f8d5f7991:08:34 OpenAI's math breakthrough points beyond math ↳https://www.axios.com/2026/10/08/openai-math-proofs-ai-model1:12:20 The AI price war heats up as OpenAI gains on Anthropic ↳https://www.wsj.com/tech/ai/the-ai-price-war-is-heating-upand-openai-is-gaining-ground-on-anthropic-48b8525b#HealthcarePolicy #PriceTransparency #FTC #Peptides #FDA #HHS #UnitedHealth #PriorAuth #Radiopharmaceuticals #NobelPrize #Optogenetics #MedicalDebt #JobsReport #FederalReserve #VentureCapital #HealthTechVC #Tokenization #Stablecoins #AI #OpenAI #Anthropic
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    1 ora e 25 min
  • 210 - Private Markets for Everyone, Grail's FDA Win & the Rise of Consumer AI Agents

    210 - Private Markets for Everyone, Grail's FDA Win & the Rise of Consumer AI Agents
    Oct 2 2026
    In this episode, Marcus and Vic bring the headlines back: why 10-year Treasury yields at their highest level since 2002 signal a fiscal problem healthcare can't ignore, how Trump's agenda has pushed up rates and inflation, Neko Health's $700M bet on whole-body scanning and Precision Neuroscience's $250M Series D, the GLOBE rule's shrinking Medicare savings, the SEC opening private markets to ordinary investors, HHS's push to redesign clinical trials, Cigna's AI-driven savings, UPMC's acquisition of Trinity Health, Epic's pause to focus on cybersecurity, the FDA panel backing Grail's Galleri test, the FTC's probe of OpenAI and Anthropic, and the arrival of consumer AI agents like OpenAI's Dots with insights into market trends, policy changes, and technological innovations shaping the future of health and money.Chapters0:00 Introduction2:20 August PCE inflation reading ↳https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-09-30-2026/card/what-to-know-about-today-s-pce-index-YnU6yGlmCpHowo8u4TSP 3:16 US bond yields hit their highest level since 2002 ↳https://www.nytimes.com/2026/10/01/business/bond-yields-10-year-treasury.html 7:28 How Trump's economic moves drove rates and inflation higher ↳https://www.wsj.com/economy/trump-economy-inflation-jobs-724e4da8 10:15 Neko Health's $700M bet on whole-body scanning ↳https://techcrunch.com/podcast/the-investor-behind-neko-healths-700m-bet-on-scanning-your-whole-body/ 12:54 Precision Neuroscience's $250M Series D for brain-computer interfaces ↳https://www.fiercebiotech.com/medtech/precision-neuroscience-taps-250m-series-d-funding-brain-computer-interface 16:29 CMS finalizes the GLOBE rule as projected savings shrink ↳https://endpoints.news/cms-finalizes-globe-medicare-demo-but-savings-trail-projections/ 20:56 The SEC expands private-market access for ordinary investors ↳https://www.wsj.com/pro/private-equity/sec-moves-to-give-ordinary-investors-more-access-to-private-equity-d4108681?st=ZNfSmp&reflink=desktopwebshare_permalink 23:32 Public market headwinds: Oura's paused IPO and Anthropic's losses ↳https://www.wsj.com/tech/oura-postpones-ipo-over-market-uncertainty-49d49791https://decrypt.co/379605/anthropic-lost-42-billion-last-year-wants-ipo-2-trillion 30:40 HHS launches a project to speed up clinical trials ↳https://www.axios.com/2026/09/30/hhs-clinical-trials-redesign 33:52 Cigna expects $3B in savings from AI and automation ↳https://www.modernhealthcare.com/insurance/mh-cigna-investor-day-ai-pharmacy 34:30 UPMC acquires CommonSpirit's Trinity Health ↳https://www.modernhealthcare.com/mergers-acquisitions/mh-upmc-trinity-health-system-commonspirit 35:30 Epic pauses product development to focus on cybersecurity ↳https://www.modernhealthcare.com/health-tech/mh-epic-systems-pause-product-development-ai 37:15 The FDA panel on Grail's Galleri test and the Medicare question ↳https://www.wsj.com/health/healthcare/a-cancer-test-has-investors-betting-big-but-will-insurers-pay-75d3bc60 42:00 The FTC probes OpenAI and Anthropic over AI safety ↳https://www.axios.com/2026/09/30/ftc-openai-anthropic-ai-safety-investigation 53:01 OpenAI launches Dots and the rise of consumer AI agents ↳https://techcrunch.com/2026/09/29/openai-launches-dots-its-bubbly-agentic-avatar/ #NationalDebt #BondYields #FiscalDominance #Inflation #Economy #HealthcareCuts #CMS #FDA #Grail #ClinicalTrials #VentureCapital #HealthTechVC #PrivateMarkets #SEC #HealthSystemMandA #Cybersecurity #AI #AISafety #AIAgents #HealthcarePolicy
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    1 ora e 2 min
  • 209 - No Stories, Just Conviction: The Debt, Healthcare Cuts, and What Comes Next

    209 - No Stories, Just Conviction: The Debt, Healthcare Cuts, and What Comes Next
    Sep 25 2026

    In this episode, Marcus and Vic set the headlines aside for UN General Assembly week and test their worldviews across every theme of the show: why the national debt and fiscal dominance matter more than the Fed, what a multipolar world means for healthcare funding, why neither party can stop the cuts that started with HR1, how AI is reshaping venture capital, the FDA as the administration's bright spot, stablecoin rails as a challenger to claims clearinghouses, the frontier labs' communication and business-model problems, and a friendly debate over whether AI will cost jobs or spark a new wave of entrepreneurship — with insights into market trends, policy changes, and technological innovations shaping the future of health and money.


    Key Topics


    Why covering the Fed feels less meaningful in an era of fiscal dominance

    Debt-to-GDP nearing World War II levels and the cost of debt service

    UN General Assembly week, diversification, and the shift to a multipolar world

    Why healthcare rarely talks about the national debt — and why HR1 is just the beginning

    The Fourth Turning, Ray Dalio's debt cycles, and a coming day of reckoning

    The midterms, legislative vs. executive power, and why neither party can fix inflation

    What the Paramount deal says about consolidation and corporate leverage

    Health systems cutting vendors and what that means for startups

    AI lowering the capital needed to build a company — and LP-driven mega-funds

    Impact investing, value-based care, and the timeline problem

    FDA and CMS policy: the inpatient-only list, value-based care, and telehealth limbo

    Stablecoin rails and programmatic claims as a shot at healthcare's $1 trillion settlement cost

    Frontier AI labs, the gain-of-function analogy, and cybersecurity over extinction talk

    AI and jobs: middle management, entrepreneurship, and community resilience


    Chapters


    0:00 Introduction and episode overview

    2:04 The shifting focus on the economy and debt levels

    3:59 Geopolitical changes and the move towards a multipolar world

    7:51 Healthcare system challenges and policy implications

    23:03 Venture capital trends and health tech investments

    35:00 Policy updates and regulatory environment in healthcare

    38:00 The role of AI and Web3 in industry transformation

    53:01 The societal impact of AI and future job markets

    1:02:00 Concluding thoughts and future outlooks


    #NationalDebt #FiscalDominance #Economy #Inflation #Midterms #VentureCapital #HealthTech #Biotech #HealthSystems #CMS #FDA #ValueBasedCare #Telehealth #RevenueCycle #Web3 #Stablecoins #Blockchain #AI #AISafety #FutureOfWork #Entrepreneurship #HealthcarePolicy
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    1 ora e 19 min
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