“I think this is an incredible time to be investing in biotech.” Dr. Simeon George, founder and CEO of SR One, joins Bloomberg Intelligence analyst Sam Fazeli to explain why biotech’s next cycle will be global, selective and unforgiving. George traces SR One’s evolution from one of pharma’s oldest corporate venture arms to an independent firm with more than $2 billion raised. The conversation explores why AI’s real test is cutting development time and attrition, not just discovering targets, while also laying out SR One’s view on oncology crowding, neuro’s blood-brain-barrier challenge, China’s accelerating role in drug innovation and the importance of building companies around medicines that can truly change standard of care.

&ldquo;I think this is an incredible time to be investing in biotech.&rdquo; Dr. Simeon George, founder and CEO of SR One, joins Bloomberg Intelligence analyst Sam Fazeli to explain why biotech&rsquo;s next cycle will be global, selective and unforgiving. George traces SR One&rsquo;s evolution from one of pharma&rsquo;s oldest corporate venture arms to an independent firm with more than $2 billion raised. The conversation explores why AI&rsquo;s real test is cutting development time and attrition, not just discovering targets, while also laying out SR One&rsquo;s view on oncology crowding, neuro&rsquo;s blood-brain-barrier challenge, China&rsquo;s accelerating role in drug innovation and the importance of building companies around medicines that can truly change standard of care.

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

SR One Highlights Biotech's Latest Comeback Cycle

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fe39bfbf-cd97-4f97-a731-b487007d869f/transcript

“We are not a passive capital partner.” Richard Lungen of HC9 Ventures, joins fellow co-founder and general partner Charlie Falcone to explain why their venture firm is built around operators, not financiers. The pair sit down with Bloomberg Intelligence analyst Jonathan Palmer for a wide-ranging discussion of the firm’s operator-led approach to venture investing. They explain how relationships with hundreds of healthcare executives provide unique insight into where the industry is heading, why they spend as much time creating commercial traction as writing checks and how AI is reshaping everything from administrative workflows to clinical decision support. The conversation also examines the venture environment, healthcare’s biggest structural challenges and how their own cancer journeys have strengthened their mission to back companies capable of meaningfully improving patient care while generating strong investment returns.

&ldquo;We are not a passive capital partner.&rdquo; Richard Lungen of HC9 Ventures, joins fellow co-founder and general partner Charlie Falcone to explain why their venture firm is built around operators, not financiers. The pair sit down with Bloomberg Intelligence analyst Jonathan Palmer for a wide-ranging discussion of the firm&rsquo;s operator-led approach to venture investing. They explain how relationships with hundreds of healthcare executives provide unique insight into where the industry is heading, why they spend as much time creating commercial traction as writing checks and how AI is reshaping everything from administrative workflows to clinical decision support. The conversation also examines the venture environment, healthcare&rsquo;s biggest structural challenges and how their own cancer journeys have strengthened their mission to back companies capable of meaningfully improving patient care while generating strong investment returns.

Why HC9 Believes Operators Make Better Venture Investors

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/afb2aa6a-34b5-48b6-9dc1-b48f015377ca/transcript

“You show me the incentive and I’ll show you the behavior,” says Sach Jain, founder and CEO of Carrum Health. Jain joins Bloomberg Intelligence analyst Jonathan Palmer to explain why misaligned incentives sit at the heart of specialty care’s cost problem. Jain details how Carrum built a value-based marketplace around curated centers of excellence, surgeon-level quality data, bundled payments and provider risk, giving employers more predictable costs while offering patients a guided care path with fewer surprise bills. He also discusses specialty care’s $2.5 trillion annual spending, Carrum’s reach across almost 7 million lives, its expanding health-plan partnerships and why AI can either intensify the fee-for-service arms race or help providers prevent complications when incentives are aligned.

&ldquo;You show me the incentive and I&rsquo;ll show you the behavior,&rdquo; says Sach Jain, founder and CEO of Carrum Health. Jain joins Bloomberg Intelligence analyst Jonathan Palmer to explain why misaligned incentives sit at the heart of specialty care&rsquo;s cost problem. Jain details how Carrum built a value-based marketplace around curated centers of excellence, surgeon-level quality data, bundled payments and provider risk, giving employers more predictable costs while offering patients a guided care path with fewer surprise bills. He also discusses specialty care&rsquo;s $2.5 trillion annual spending, Carrum&rsquo;s reach across almost 7 million lives, its expanding health-plan partnerships and why AI can either intensify the fee-for-service arms race or help providers prevent complications when incentives are aligned.

Carrum Health Is Rewiring Specialty Care Around Value

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a4f99873-d421-44aa-8d31-b48200e2e6da/transcript

“It’s not just gonna be about image quality. It’s gonna be about image quality and interpretation”, Butterfly Network’s CEO Joe DeVivo explains to Bloomberg Intelligence. In this Vanguards of Healthcare podcast episode, DeVivo sits down with BI analyst Matt Henriksson for an in-depth interview to talk about Ultrasound-on-Chip imaging module and the potential of using semiconductor chips to streamline ultrasound as point-of-care option that allows immediate scans and diagnostics. They also discuss the development of Butterfly’s Apollo, a machine designed to be 20x more powerful than its current iQ3 that will create images closer to how the anatomy looks and power its recently announced partnership with Midjourney for a full-body tomographic-imaging machine that utilizes Butterfly’s Ultrasound-on-Chip imaging modules.

&ldquo;It&rsquo;s not just gonna be about image quality. It&rsquo;s gonna be about image quality and interpretation&rdquo;, Butterfly Network&rsquo;s CEO Joe DeVivo explains to Bloomberg Intelligence. In this Vanguards of Healthcare podcast episode, DeVivo sits down with BI analyst Matt Henriksson for an in-depth interview to talk about Ultrasound-on-Chip imaging module and the potential of using semiconductor chips to streamline ultrasound as point-of-care option that allows immediate scans and diagnostics. They also discuss the development of Butterfly&rsquo;s Apollo, a machine designed to be 20x more powerful than its current iQ3 that will create images closer to how the anatomy looks and power its recently announced partnership with Midjourney for a full-body tomographic-imaging machine that utilizes Butterfly&rsquo;s Ultrasound-on-Chip imaging modules.

Butterfly Leads the Drive on Semiconductor to Make the Most Out of Ultrasound

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/84ead9c3-72c8-44b1-b7ee-b47b00ceb17f/transcript

SR One Highlights Biotech's Latest Comeback Cycle

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Vanguards of Healthcare by Bloomberg Intelligence

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