“Only about 7% of healthcare data is available to the frontier models,” says Kyle Armbrester, CEO of Datavant. He joins Bloomberg Intelligence analyst Jonathan Palmer to discuss why healthcare’s AI opportunity starts with solving its fragmented-data problem. Armbrester explains Datavant’s role connecting providers, payers, life sciences, legal and insurance customers; why scale and tokenization are critical to linking data securely; and how the company is moving beyond records and dashboards toward AI-powered finished products. He also reflects on lessons from Athenahealth, Signify Health and CVS, Datavant’s acquisition strategy and the company’s ambitions as it considers a potential public-market future.

&ldquo;Only about 7% of healthcare data is available to the frontier models,&rdquo; says Kyle Armbrester, CEO of Datavant. He joins Bloomberg Intelligence analyst Jonathan Palmer to discuss why healthcare&rsquo;s AI opportunity starts with solving its fragmented-data problem. Armbrester explains Datavant&rsquo;s role connecting providers, payers, life sciences, legal and insurance customers; why scale and tokenization are critical to linking data securely; and how the company is moving beyond records and dashboards toward AI-powered finished products. He also reflects on lessons from Athenahealth, Signify Health and CVS, Datavant&rsquo;s acquisition strategy and the company&rsquo;s ambitions as it considers a potential public-market future.

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

Datavant is Building the Data Layer AI Needs in Healthcare

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/59864645-01b1-4248-9c78-b4c800b8e4af/transcript

“HIFU (high intensity focal ultrasound) is very valuable as a therapeutic treatment, but histotripsy may have some added value. We can develop a platform that can do HIFU or histotripsy or combine the two on a single platform,” Focaltherics explains to Bloomberg Intelligence. In this Vanguards of Healthcare episode, CEO Ryan Rhodes and CFO Ken Mobeck sit down with BI analyst Matt Henriksson for an in-depth interview to talk about how the Focal One robot uses high-intensity focused ultrasound, or HIFU, to ablate prostate cancer without needing an incision or removing the whole prostate. We also dive into how the team plans to expand into other cancerous and benign diseases, including benign prostate hyperplasia and endometriosis, and develop histotripsy — a focused-ultrasound technique that mechanically destroys targeted tissue — capabilities into the platform.

&ldquo;HIFU (high intensity focal ultrasound) is very valuable as a therapeutic treatment, but histotripsy may have some added value. We can develop a platform that can do HIFU or histotripsy or combine the two on a single platform,&rdquo; Focaltherics explains to Bloomberg Intelligence. In this Vanguards of Healthcare episode, CEO Ryan Rhodes and CFO Ken Mobeck sit down with BI analyst Matt Henriksson for an in-depth interview to talk about how the Focal One robot uses high-intensity focused ultrasound, or HIFU, to ablate prostate cancer without needing an incision or removing the whole prostate. We also dive into how the team plans to expand into other cancerous and benign diseases, including benign prostate hyperplasia and endometriosis, and develop histotripsy &mdash; a focused-ultrasound technique that mechanically destroys targeted tissue &mdash; capabilities into the platform.

FocalTherics Incorporates Therapeutic Ultrasound Across an Expanding List of Pathologies

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3216570f-3dc0-4c68-8928-b4ba00bf721b/transcript

“Whenever you look at these adjacencies…these are areas that we think plays to Stryker’s strengths, we have some innate know-how or some ability to be able to think to win with our commercial offense and the way we’re organized”, CEO Kevin Lobo and COO Spencer Stiles explain to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Lobo and Stiles sit down with BI analyst Matt Henriksson for an in-depth interview on Stryker’s robust M&A track record, and key steps to successfully integrate all kinds of acquisitions as part of the long-term strategy for above market growth. One of the key factors is Stryker’s corporate culture, which combines the insight and learnings built from over 60 deals as well as an appetite for risk and pure grit to achieve what other peers have not been able to duplicate.

&ldquo;Whenever you look at these adjacencies&hellip;these are areas that we think plays to Stryker&rsquo;s strengths, we have some innate know-how or some ability to be able to think to win with our commercial offense and the way we&rsquo;re organized&rdquo;, CEO Kevin Lobo and COO Spencer Stiles explain to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Lobo and Stiles sit down with BI analyst Matt Henriksson for an in-depth interview on Stryker&rsquo;s robust M&amp;A track record, and key steps to successfully integrate all kinds of acquisitions as part of the long-term strategy for above market growth. One of the key factors is Stryker&rsquo;s corporate culture, which combines the insight and learnings built from over 60 deals as well as an appetite for risk and pure grit to achieve what other peers have not been able to duplicate.

Stryker Recipe For Market Leading Growth Starts With Its Culture and Learnings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f0978d50-84e9-4441-8d9a-b4b300155cbc/transcript

“Our approach is to miniaturize the robot, make it more economical and make it more seamless in terms of how it integrates into the operating room environment,” Think Surgical’s CEO Stuart Simpson tells Bloomberg Intelligence. In this Vanguards of Healthcare episode, Simpson sits down with BI analyst Matt Henriksson to discuss how the company developed the TMini robot based on understanding what the surgeon was trying to achieve and working backward. This resulted in a handheld robot that provides optionality over the large form factors of other robotic systems while giving surgeons the choice of knee implant. Both features are well suited for the shift of knee replacement procedures to the ambulatory surgical setting. We also dive into the planned launch of Think Surgical’s TMini 2.0 in the first quarter of 2027.

&ldquo;Our approach is to miniaturize the robot, make it more economical and make it more seamless in terms of how it integrates into the operating room environment,&rdquo; Think Surgical&rsquo;s CEO Stuart Simpson tells Bloomberg Intelligence. In this Vanguards of Healthcare episode, Simpson sits down with BI analyst Matt Henriksson to discuss how the company developed the TMini robot based on understanding what the surgeon was trying to achieve and working backward. This resulted in a handheld robot that provides optionality over the large form factors of other robotic systems while giving surgeons the choice of knee implant. Both features are well suited for the shift of knee replacement procedures to the ambulatory surgical setting. We also dive into the planned launch of Think Surgical&rsquo;s TMini 2.0 in the first quarter of 2027.

Think Surgical Miniaturizes it Robot to Broaden Its Use in Knees

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/540552bc-1c67-467c-8a73-b4ac00fc01d4/transcript

Datavant is Building the Data Layer AI Needs in Healthcare

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Vanguards of Healthcare by Bloomberg Intelligence

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