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
  • 176 - How AI Is Quietly Rewriting the Healthcare Economy

    176 - How AI Is Quietly Rewriting the Healthcare Economy
    Feb 7 2026
    In this episode, Vic and Marcus break down a sharp tech stock selloff driven by AI disruption, examine how AI is reshaping software, venture capital, and healthcare operations, and discuss major funding rounds in cardiology and women’s health. They analyze sweeping healthcare policy moves from the Trump administration, including drug pricing, PBM reform, telehealth expansion, and changes to addiction recovery funding. The conversation also covers payer performance with a focus on Cigna, winners and losers in pharma earnings, ongoing nursing workforce strain, Epic and Optum’s expanding AI tools, and the risks and realities of autonomous AI agents as new platforms rapidly emerge. Links3:42 - Intensifying Tech Slide Sends Nasdaq to Worst Two-Day Drop Since April WSJ5:38 - AI Won’t Kill the Software Business, Just Its Growth Story WSJ11:44 - Chamber gets a $60M jolt to power value-based care for cardiology practices Firece Healthcare13:46 - Women's health clinic Midi Health closes $100M series D as it aims to scale a national healthcare company Firece Healthcare 16:29 - TrumpRx Is Set to Go Live on Thursday NYT17:06 - Trump signs $1.2T spending package that funds HHS, enacts PBM reforms, telehealth and hospital-at-home measures Firece Healthcare18:01 - One-quarter of Medicaid doctors don’t actually treat Medicaid patients Healthcare Dive18:22 - HHS plans to invest $100M to support addiction recovery and address homelessness Firece Healthcare25:32 - Cigna reports better-than-expected Q4 financial results Healthcare Finance27:25 - FTC reaches 'landmark settlement' with Cigna's Express Scripts Healthcare Finance28:31 - Eli Lilly Profit Rises as Weight-Loss Drug Demand Surges WSJ28:39 - AbbVie Revenue Rises on Immunology Growth WSJ28:53 - GSK’s Specialty Medicines Drive Solid Results WSJ29:43 - Wegovy Maker Novo Nordisk Forecasts Steep Sales Drop in 2026 WSJ30:22 - Merck Expects Slower Earnings Growth As It Spends on Acquisitions WSJ30:53 - Pfizer Sales Fall on Continued Lower Covid-19 Drug Demand WSJ34:05 - Nurses Get Bitten, Spat on, Thrown. That’s Why We’re on Strike. NYT-op35:18 - Tethered to Tech, Nurses Suffer Digital Compassion Fatigue Medscape36:05 - The evidence based ROI of wellness starts with building a culture that heals the healers Wolters Kluwer website41:25 - Epic rolls out AI charting tool as scribe market heats up Healthcare Dive43:52 - Optum unveils 2 new AI-powered tools for digital prior authorization Firece Healthcare45:38 - Moltbook: Maybe this isn't a good idea YouTube53:44 - The Moltbook Experiment Failed YouTube
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    1 ora e 4 min
  • 175 - Why Health Insurance Is Becoming Unaffordable for the Middle Class

    175 - Why Health Insurance Is Becoming Unaffordable for the Middle Class
    Jan 31 2026
    Vic and Marcus break down the ripple effects of a major winter storm in Nashville before covering a wide range of healthcare and tech developments, including rising ACA premiums as subsidies expire, corporate layoffs and their impact on insurance markets, venture funding for virtual autism therapy, Medicare Advantage rate pressure, insurer earnings declines, strong performance from major health systems, the growth of direct-to-consumer healthcare brands, Amazon and One Medical’s expansion into at-home diagnostics, consolidation in employer-sponsored primary care, the long-term realities of GLP-1 weight loss drugs, new FDA-approved treatments for presbyopia, Tether’s aggressive gold accumulation strategy, rapid advances in AI agents, open-source frontier models, and the economic and societal implications of accelerating artificial intelligence.Links00:00 - Intro4:23 - Health Insurance Is Now More Expensive Than the Mortgage for These Americans WSJ9:09 - Amazon to Lay Off Around 16,000 Corporate Employees WSJ10:50 - AnswersNow Raises $40M to Expand Access to Autism Therapy MedCity16:50 - Trump Administration Proposes Keeping Steady the Rates Medicare Pays Insurers WSJ18:02 - Investors Assumed Medicare Advantage Was Safe Under the GOP. They Were Wrong. WSJ22:39 - UnitedHealth revenue climbs in 2025, though profit continues to fall Healthcare Dive23:33 - Elevance Health sets 'prudent' 2026 guidance as it navigates ongoing cost, utilization pressures Fierce Healthcare25:06 - HCA Healthcare unveils bullish 2026 guidance despite $600M-$900M ACA exchanges hit Fierce Healthcare26:16 - Cleveland Clinic CEO: Budget overperformance in 2025 paves way for growth Fierce Healthcare28:02 - Hims & Hers uses another Super Bowl ad to tackle healthcare affordability Fierce Healthcare33:13 -At-home testing company Reperio teams up with Amazon One Medical on preventive care Fierce Healthcare34:34 - Employer-focused primary care companies Premise Health, Crossover Health announce merger plans Fierce Healthcare37:10 - Here’s What Happens when you stop taking Ozempic and Wegovy (Wall Street)39:28 - Presbyopia Eye Drop From Startup Tenpoint Gets FDA Approval (Medcity News)41:29 - Tether is buying up to $1 billion of gold per month and storing it in a 'James Bond' bunker CoinDesk45:26 - The Adolescence of Technology Dario Amodei 51:51 - Clawdbot sheds skin to become Moltbot, can't slough off security issues Register56:00 - Moonshot AI releases open-source Kimi K2.5 model with 1T parameters Silicon Angle
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    1 ora e 1 min
  • 174 - Why Executives Are Winning With AI While Workers See Nothing

    174 - Why Executives Are Winning With AI While Workers See Nothing
    Jan 24 2026

    Vic hosts a solo episode covering volatility in the stock market tied to geopolitical tensions, a detailed breakdown of 2025 inflation data and how price increases vary by consumer category, congressional movement on healthcare funding and PBM reform, proposed multi-year extensions for telehealth and hospital-at-home programs, ARPA-H’s call for AI-driven cardiovascular care solutions, UnitedHealthcare’s plan to rebate ACA profits to members, the New York Stock Exchange’s move toward tokenized 24/7 trading, Amazon’s launch of an AI health assistant for One Medical members, and new survey data revealing a widening gap between how executives and workers experience productivity gains from AI.

    Links
    00:58 - Stocks Rally After Trump Announces Framework for Greenland Deal WSJ

    1:51 - The 2025 Inflation Numbers Are Finally In. Here’s the Good and Bad News. WSJ

    3:48 - The Trump administration is creating clinical AI agents with a 3-year FDA approval timeline Fierce Healthcare

    4:40 - Telehealth, hospital-at-home set to receive multiyear extensions in recent funding proposal Feirce Healthcare

    6:44 - UnitedHealth CEO Hemsley says insurer will rebate ACA profits to consumers Fierce Healthcare

    8:15 - NYSE to Launch 24/7 Trading Platform for Blockchain-Based Securities WSJ

    10:11 - Amazon launches health AI chatbot for One Medical members Healthcare Dive

    11:50 - CEOs Say AI Is Making Work More Efficient. Employees Tell a Different Story. WSJ
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    17 min
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