“AI is going to be super transformative... we’ve all moved too slowly and need to speed up our integration.” says Houman Ashrafian, Head of R&D at Sanofi. In this episode, Ashrafian joins Bloomberg Intelligence analyst Sam Fazeli to unpack how AI-powered portfolio construction, franchise-based innovation and a long-term mindset are reshaping the pharma giant’s R&D strategy. They explore Sanofi’s ambition to become a premier immunology powerhouse, how the company is applying venture-style rigor to pipeline decisions, and why cultural transformation -- not quarterly earnings -- is the key to staying relevant through 2040.

&ldquo;AI is going to be super transformative... we&rsquo;ve all moved too slowly and need to speed up our integration.&rdquo; says Houman Ashrafian, Head of R&amp;D at Sanofi. In this episode, Ashrafian joins Bloomberg Intelligence analyst Sam Fazeli to unpack how AI-powered portfolio construction, franchise-based innovation and a long-term mindset are reshaping the pharma giant&rsquo;s R&amp;D strategy. They explore Sanofi&rsquo;s ambition to become a premier immunology powerhouse, how the company is applying venture-style rigor to pipeline decisions, and why cultural transformation -- not quarterly earnings -- is the key to staying relevant through 2040.

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

Sanofi’s R&D Head on AI, Franchises and Reinventing R&D for the Long Game

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/aa360014-32fa-4a01-acea-b2e500a568b2/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

“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.

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

Sanofi’s R&D Head on AI, Franchises and Reinventing R&D for the Long Game

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Vanguards of Healthcare by Bloomberg Intelligence

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