“We’re never moving fast enough,” says Bob Segert, CEO of Athenahealth. Segert joins Bloomberg Intelligence analyst Jonathan Palmer to explain the strategic reset that reshaped Athenahealth: cutting losing bets, doubling down on ambulatory care and building around its cloud-native athenaOne platform to drive operating leverage. The conversation covers Athena’s aggressive AI pivot, its open-platform strategy and why speed, product discipline and better physician economics will determine the next market winners.

&ldquo;We&rsquo;re never moving fast enough,&rdquo; says Bob Segert, CEO of Athenahealth. Segert joins Bloomberg Intelligence analyst Jonathan Palmer to explain the strategic reset that reshaped Athenahealth: cutting losing bets, doubling down on ambulatory care and building around its cloud-native athenaOne platform to drive operating leverage. The conversation covers Athena&rsquo;s aggressive AI pivot, its open-platform strategy and why speed, product discipline and better physician economics will determine the next market winners.

Vanguards of Healthcare is a series of exclusive conversations with management teams and thought leaders discussing changes on the forefront of the industry, including innovations in medical products and technologies, advances in clinical research, new service models, wellness and regulations.

Vanguards of Healthcare is a series of exclusive conversations with management teams and thought leaders discussing changes on the forefront of the industry, including innovations in medical products and technologies, advances in clinical research, new service models, wellness and regulations.

Vanguards of Healthcare by Bloomberg Intelligence

Athenahealth's Strategic Reset, Push for Speed in Ambulatory Care

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3569cad9-20c7-47d3-93f7-b42000c80d1e/transcript

“It’s not about the technology itself, it’s about the form factor,” says Dr. Toyin Ajayi, co-founder and CEO of Cityblock Health. She joins Bloomberg Intelligence analyst Jonathan Palmer to explain how the company is redesigning care for complex Medicaid and Medicare populations around medical, behavioral and social needs. Ajayi details Cityblock’s value-based model, which rewards better outcomes and lower costs, and explains how AI is increasingly shaping care. One surprising finding: seniors and Medicaid members are willing to engage with technology when it comes through familiar channels like voice and text. The conversation also explores Cityblock’s use of real-world data to guide next-best actions and its ambition to expand nationally.

&ldquo;It&rsquo;s not about the technology itself, it&rsquo;s about the form factor,&rdquo; says Dr. Toyin Ajayi, co-founder and CEO of Cityblock Health. She joins Bloomberg Intelligence analyst Jonathan Palmer to explain how the company is redesigning care for complex Medicaid and Medicare populations around medical, behavioral and social needs. Ajayi details Cityblock&rsquo;s value-based model, which rewards better outcomes and lower costs, and explains how AI is increasingly shaping care. One surprising finding: seniors and Medicaid members are willing to engage with technology when it comes through familiar channels like voice and text. The conversation also explores Cityblock&rsquo;s use of real-world data to guide next-best actions and its ambition to expand nationally.

 Cityblock Health Reimagines Care for Those Left Behind

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f3a31e17-522c-4fe5-8289-b4dd00d0a27e/transcript

“Clinical data is the key to being successful in diagnostics,” Steve Chapman, CEO of Natera, tells Bloomberg Intelligence analyst Jonathan Palmer as he explains how an early bet on evidence helped turn a small genetic-testing company into a broad diagnostics platform. Chapman traces Signatera from a side project into a leading minimal residual disease (MRD) test and details Natera’s nearly $1 billion R&D investment to push into genome-based testing, early cancer detection and new indications. The conversation also explores the next layer of value from Natera’s platform — millions of longitudinal data points, AI-enhanced test results and patient experiences, more efficient biopharma trials and the potential to use neoantigen prediction algorithms to support personalized cancer vaccines.

&ldquo;Clinical data is the key to being successful in diagnostics,&rdquo; Steve Chapman, CEO of Natera, tells Bloomberg Intelligence analyst Jonathan Palmer as he explains how an early bet on evidence helped turn a small genetic-testing company into a broad diagnostics platform. Chapman traces Signatera from a side project into a leading minimal residual disease (MRD) test and details Natera&rsquo;s nearly $1 billion R&amp;D investment to push into genome-based testing, early cancer detection and new indications. The conversation also explores the next layer of value from Natera&rsquo;s platform &mdash; millions of longitudinal data points, AI-enhanced test results and patient experiences, more efficient biopharma trials and the potential to use neoantigen prediction algorithms to support personalized cancer vaccines.

 Natera’s Billion-Dollar R&D Bet on the Future of Cancer Testing

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/476bd39a-6088-496c-a83a-b4d600c79d14/transcript

“I almost think of, you know, cardiovascular disease, diabetes, and these other areas as verticals. Sleep is a horizontal and it can impact all of the above,” Resmed CEO Mick Farrell explains to Bloomberg Intelligence. In this Vanguards of Healthcare episode, Farrell sits down with BI analyst Matt Henriksson to discuss how Resmed became the market leader in sleep apnea treatment and how it’s investing in assets like Noctrix Health to expand its sleep-health presence into restless legs syndrome. Farrell also goes into detail about his career path and the skills it takes to transition from being an expert in one role to managing an entire team of experts.

&ldquo;I almost think of, you know, cardiovascular disease, diabetes, and these other areas as verticals. Sleep is a horizontal and it can impact all of the above,&rdquo; Resmed CEO Mick Farrell explains to Bloomberg Intelligence. In this Vanguards of Healthcare episode, Farrell sits down with BI analyst Matt Henriksson to discuss how Resmed became the market leader in sleep apnea treatment and how it&rsquo;s investing in assets like Noctrix Health to expand its sleep-health presence into restless legs syndrome. Farrell also goes into detail about his career path and the skills it takes to transition from being an expert in one role to managing an entire team of experts.

Resmed’s Expanding Within Sleep Health

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/dda7099f-24bd-44bb-99a6-b4cf00dfb5a4/transcript

Athenahealth's Strategic Reset, Push for Speed in Ambulatory Care

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Vanguards of Healthcare by Bloomberg Intelligence

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