 GoodRx is a marketplace, sort of like the Switzerland of health care, working with all constituents on behalf of the customer, co-founder and co-CEO Doug Hirsch explains to Bloomberg Intelligence. In this episode of the Vanguards of Health Care podcast, Hirsch sits down with BI analyst Jonathan Palmer to talk about GoodRx’s evolving business model, the power of its brand and why he’s not worried about structural changes to the market for prescription drugs. 

GoodRx is a marketplace, sort of like the Switzerland of health care, working with all constituents on behalf of the customer, co-founder and co-CEO Doug Hirsch explains to Bloomberg Intelligence. In this episode of the Vanguards of Health Care podcast, Hirsch sits down with BI analyst Jonathan Palmer to talk about GoodRx’s evolving business model, the power of its brand and why he’s not worried about structural changes to the market for prescription drugs.

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

GoodRx on Building Transparency for Consumers

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7938af4a-29ae-4ff8-9d37-afe700d473ba/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

“We don't want to follow the crowd, we want to steer our own path into what we think are the most exciting opportunities for patients.” says Fiona Marshall, President of Biomedical Research at Novartis, joins Bloomberg Intelligence analyst Sam Fazeli to explain the biology-first, modality-second philosophy shaping R&D. Marshall details how Novartis is building radioligand therapy beyond Pluvicto into a broad portfolio across tumor types, while treating delivery as the bottleneck for expanding siRNA beyond the liver. The discussion also explores neuroscience as a growth bet built on earlier diagnosis and intervention, plus why AI productivity depends on embedding data scientists across the organization and training models on Novartis's proprietary data.

&ldquo;We don't want to follow the crowd, we want to steer our own path into what we think are the most exciting opportunities for patients.&rdquo; says Fiona Marshall, President of Biomedical Research at Novartis, joins Bloomberg Intelligence analyst Sam Fazeli to explain the biology-first, modality-second philosophy shaping R&amp;D. Marshall details how Novartis is building radioligand therapy beyond Pluvicto into a broad portfolio across tumor types, while treating delivery as the bottleneck for expanding siRNA beyond the liver. The discussion also explores neuroscience as a growth bet built on earlier diagnosis and intervention, plus why AI productivity depends on embedding data scientists across the organization and training models on Novartis's proprietary data.

Novartis Puts Biology Before Modality in Its Next R&D Chapter

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c25de56b-e7f1-4481-a340-b4aa007bedbb/transcript

“Your doctor has more outdated technology than your Uber driver does,” Abhinav Shashank, co-founder and CEO of Innovaccer, tells Bloomberg Intelligence analyst Jonathan Palmer in this episode of the Vanguards of Healthcare podcast. Shashank explains why fixing healthcare’s fragmented data infrastructure is the foundation for the industry’s AI future and why long-term value will accrue to companies that own the data layer rather than the user interface. He also traces Innovaccer’s evolution from a data startup into a platform spanning 80 million patient lives, and argues that “autonomous healthcare” could strip hundreds of billions of dollars of administrative waste. The conversation explores the economics of AI, the danger of poorly designed automation, how acquisitions are filling gaps and Innovaccer’s ambition to reach $1 billion of annual recurring revenue.

&ldquo;Your doctor has more outdated technology than your Uber driver does,&rdquo; Abhinav Shashank, co-founder and CEO of Innovaccer, tells Bloomberg Intelligence analyst Jonathan Palmer in this episode of the Vanguards of Healthcare podcast. Shashank explains why fixing healthcare&rsquo;s fragmented data infrastructure is the foundation for the industry&rsquo;s AI future and why long-term value will accrue to companies that own the data layer rather than the user interface. He also traces Innovaccer&rsquo;s evolution from a data startup into a platform spanning 80 million patient lives, and argues that &ldquo;autonomous healthcare&rdquo; could strip hundreds of billions of dollars of administrative waste. The conversation explores the economics of AI, the danger of poorly designed automation, how acquisitions are filling gaps and Innovaccer&rsquo;s ambition to reach $1 billion of annual recurring revenue.

Innovaccer’s Bet on the Data Layer Powering Autonomous Healthcare

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/77114cc9-066e-40ca-8d1a-b4a500c71101/transcript

GoodRx on Building Transparency for Consumers

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Vanguards of Healthcare by Bloomberg Intelligence

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