“We don’t have to do every great deal, but every deal we do has to be great,” says Payal Agrawal Divakaran, partner at .406 Ventures. In this Vanguards of Health Care episode, she joins Bloomberg Intelligence analyst Jonathan Palmer to unpack how .406 backs early-stage startups at the intersection of health care, tech and AI. They dive into the firm’s thesis-driven investing, why care delivery must be reimagined for complex populations and what Epic’s priorities mean for hospital-facing AI startups. Plus, the origins of the firm’s baseball-inspired name and why being mission-driven is non-negotiable for its founders.

&ldquo;We don&rsquo;t have to do every great deal, but every deal we do has to be great,&rdquo; says Payal Agrawal Divakaran, partner at .406 Ventures. In this Vanguards of Health Care episode, she joins Bloomberg Intelligence analyst Jonathan Palmer to unpack how .406 backs early-stage startups at the intersection of health care, tech and AI. They dive into the firm&rsquo;s thesis-driven investing, why care delivery must be reimagined for complex populations and what Epic&rsquo;s priorities mean for hospital-facing AI startups. Plus, the origins of the firm&rsquo;s baseball-inspired name and why being mission-driven is non-negotiable for its founders.

Vanguards of Health Care 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 Health Care 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 Health Care by Bloomberg Intelligence

Inside .406 Ventures’ Vision for Fixing Health Care’s Hardest Problems

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a20b5752-7126-4e95-8790-b31c01499361/transcript

“Nothing excites me as much as the potential for AI,” Xaira CEO Marc Tessier-Lavigne tells Bloomberg Intelligence analyst Sam Fazeli on this episode of the Vanguards of Health Care podcast. They explore how artificial intelligence could cut drug development timelines in half and triple clinical success rates. Tessier-Lavigne, a former Genentech R&D leader, explains why today’s 13-year, 90% failure model is broken and how causal cell models, generative protein design and smarter patient stratification can transform target selection, drug creation and trials. Tessier-Lavigne also details why Xaira is chasing “high-hanging fruit,” the hard-to-drug targets others can’t reach, and what it will take to reverse Eroom’s Law.

&ldquo;Nothing excites me as much as the potential for AI,&rdquo; Xaira CEO Marc Tessier-Lavigne tells Bloomberg Intelligence analyst Sam Fazeli on this episode of the Vanguards of Health Care podcast. They explore how artificial intelligence could cut drug development timelines in half and triple clinical success rates. Tessier-Lavigne, a former Genentech R&amp;D leader, explains why today&rsquo;s 13-year, 90% failure model is broken and how causal cell models, generative protein design and smarter patient stratification can transform target selection, drug creation and trials. Tessier-Lavigne also details why Xaira is chasing &ldquo;high-hanging fruit,&rdquo; the hard-to-drug targets others can&rsquo;t reach, and what it will take to reverse Eroom&rsquo;s Law.

Xaira’s War on Trial-and-Error Drug Development

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e37a2db7-b788-4227-92c6-b40a00fd1db4/transcript

“IVL in general is an enabler for physicians to do very complex procedures — it’s simple, it’s easy to use and it’s safe. So even a physician that doesn’t have a lot of experience doing complex cases can now treat patients that they previously weren’t treating,” AVS Pulse Chairman Mark Toland tells Bloomberg Intelligence, referring to calcified arterial lesions in peripheral artery disease. In this Vanguards of Health Care episode, Toland joins BI analyst Matt Henriksson to discuss how the Pulse intravascular lithotripsy (IVL) system is differentiated vs. current technology, aiming to make treatment more flexible. He also highlights clinical results from the POWER PAD II pivotal trial, the commercial strategy ahead of FDA approval, and the expanding opportunity as aging demographics drive more hardened lesions that require IVL.

&ldquo;IVL in general is an enabler for physicians to do very complex procedures &mdash; it&rsquo;s simple, it&rsquo;s easy to use and it&rsquo;s safe. So even a physician that doesn&rsquo;t have a lot of experience doing complex cases can now treat patients that they previously weren&rsquo;t treating,&rdquo; AVS Pulse Chairman Mark Toland tells Bloomberg Intelligence, referring to calcified arterial lesions in peripheral artery disease. In this Vanguards of Health Care episode, Toland joins BI analyst Matt Henriksson to discuss how the Pulse intravascular lithotripsy (IVL) system is differentiated vs. current technology, aiming to make treatment more flexible. He also highlights clinical results from the POWER PAD II pivotal trial, the commercial strategy ahead of FDA approval, and the expanding opportunity as aging demographics drive more hardened lesions that require IVL.

AVS’ Toland on Next Lithotripsy Launch

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/91509729-b58e-4a94-aacc-b40400e06835/transcript

“I wake up every day wanting to make health care better,” says Halle Tecco, founder of Rock Health and author of Massively Better Healthcare. Tecco joins Bloomberg Intelligence analyst Jonathan Palmer on this episode of the Vanguards of Health Care podcast to reflect on digital health’s evolution — from her early days at Apple’s App Store to building one of the sector’s first venture funds. She explains why Covid reset adoption curves, how hospitals became leading tech buyers and why aligning “margin and mission” now shapes her investment lens. Tecco also shares lessons from backing a laundry list of well-known startups, teaching at Columbia and Harvard, and why she wrote a book to empower the next wave of innovators.

&ldquo;I wake up every day wanting to make health care better,&rdquo; says Halle Tecco, founder of Rock Health and author of Massively Better Healthcare. Tecco joins Bloomberg Intelligence analyst Jonathan Palmer on this episode of the Vanguards of Health Care podcast to reflect on digital health&rsquo;s evolution &mdash; from her early days at Apple&rsquo;s App Store to building one of the sector&rsquo;s first venture funds. She explains why Covid reset adoption curves, how hospitals became leading tech buyers and why aligning &ldquo;margin and mission&rdquo; now shapes her investment lens. Tecco also shares lessons from backing a laundry list of well-known startups, teaching at Columbia and Harvard, and why she wrote a book to empower the next wave of innovators.

Halle Tecco on AI, Boom-Bust Cycles and Building Better Care

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/829d78ac-1565-4be9-8a86-b40200d208ea/transcript

Inside .406 Ventures’ Vision for Fixing Health Care’s Hardest Problems

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Vanguards of Health Care by Bloomberg Intelligence

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