Vericel acquired a hidden gem in cartilage repair that other companies had written off, and developed it into a high-growth product that could potentially address a $4 billion market. In this episode of the Vanguards of Health Care podcast, Vericel CEO Nick Colangelo sits down with Matt Henriksson, Bloomberg Intelligence analyst, to talk about how MACI took over as the market leader for cartilage repair in the knee and its potential to do so for the ankle. Colangelo also discusses why the company built a diversified portfolio and how NexoBrid complements its Epicel platform to fill out the company’s burn-care offerings.

Vericel acquired a hidden gem in cartilage repair that other companies had written off, and developed it into a high-growth product that could potentially address a $4 billion market. In this episode of the Vanguards of Health Care podcast, Vericel CEO Nick Colangelo sits down with Matt Henriksson, Bloomberg Intelligence analyst, to talk about how MACI took over as the market leader for cartilage repair in the knee and its potential to do so for the ankle. Colangelo also discusses why the company built a diversified portfolio and how NexoBrid complements its Epicel platform to fill out the company’s burn-care offerings.

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

Vericel Advances Use of Cell Therapies

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7e170593-b5bd-4136-b6b5-b16c00de4e72/transcript

“More than half of your time as a public company CEO is devoted to things that are not drug development,” Xontogeny CEO Chris Garabedian says. Garabedian joins Bloomberg Intelligence analyst Sam Fazeli on this episode of the Vanguards of Health Care podcast to explain why he earlier left the track of operating public companies to back biotech, where better decisions can create the biggest value inflections. He discusses what separates real drug developers from scientists, why early biotech mistakes are often irreversible, how Xontogeny evaluates new companies, and why AI may improve research tools faster than it transforms human biology.

&ldquo;More than half of your time as a public company CEO is devoted to things that are not drug development,&rdquo; Xontogeny CEO Chris Garabedian says. Garabedian joins Bloomberg Intelligence analyst Sam Fazeli on this episode of the Vanguards of Health Care podcast to explain why he earlier left the track of operating public companies to back biotech, where better decisions can create the biggest value inflections. He discusses what separates real drug developers from scientists, why early biotech mistakes are often irreversible, how Xontogeny evaluates new companies, and why AI may improve research tools faster than it transforms human biology.

Xontogeny's Case for Drug Developers Over Storytellers

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/31191c13-2f42-4d53-97d3-b43400fd2b53/transcript

“In biotech, all of the ideas sound amazing and most of them don’t work.” Roivant CEO Matt Gline joins Bloomberg Intelligence analyst Sam Fazeli on this episode of the Vanguards of Health Care podcast to explain how the company tries to tilt those odds through an unconventional model built around focused, entrepreneurial “vants.” Gline discusses why Roivant targets overlooked or deprioritized large-pharma assets, how its structure is designed to preserve speed and accountability, and why clinical rigor, capital allocation and disciplined execution matter more than biotech hype. The conversation also explores orphan-style launches, FDA consistency, AI and the challenge of building durable value in a volatile biotech market.

&ldquo;In biotech, all of the ideas sound amazing and most of them don&rsquo;t work.&rdquo; Roivant CEO Matt Gline joins Bloomberg Intelligence analyst Sam Fazeli on this episode of the Vanguards of Health Care podcast to explain how the company tries to tilt those odds through an unconventional model built around focused, entrepreneurial &ldquo;vants.&rdquo; Gline discusses why Roivant targets overlooked or deprioritized large-pharma assets, how its structure is designed to preserve speed and accountability, and why clinical rigor, capital allocation and disciplined execution matter more than biotech hype. The conversation also explores orphan-style launches, FDA consistency, AI and the challenge of building durable value in a volatile biotech market.

Roivant’s Playbook for Finding Value Others Miss in Biotech

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/492c2550-a723-4814-8ad3-b42c011eee01/transcript

“We cannot fix a food problem with drugs,” says Sami Inkinen, CEO and co-founder of Virta Health. Inkinen joins Bloomberg Intelligence analyst Jonathan Palmer to explain why Virta is betting that reversing metabolic disease can become one of the most important cost and outcomes stories in health care. He details how the company combines nutrition therapy, intensive telemedicine and AI to deliver sustained weight loss, diabetes reversal and significant savings for employers and health plans. The conversation also explores Virta’s long commercialization path, its growing traction in the B2B market and why Inkinen believes disease reversal is a far bigger opportunity than simply managing chronic illness more efficiently.

&ldquo;We cannot fix a food problem with drugs,&rdquo; says Sami Inkinen, CEO and co-founder of Virta Health. Inkinen joins Bloomberg Intelligence analyst Jonathan Palmer to explain why Virta is betting that reversing metabolic disease can become one of the most important cost and outcomes stories in health care. He details how the company combines nutrition therapy, intensive telemedicine and AI to deliver sustained weight loss, diabetes reversal and significant savings for employers and health plans. The conversation also explores Virta&rsquo;s long commercialization path, its growing traction in the B2B market and why Inkinen believes disease reversal is a far bigger opportunity than simply managing chronic illness more efficiently.

Virta Health’s Push to Reverse Metabolic Disease at Scale

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/08f80d94-e817-4515-9b5c-b42700cb029b/transcript

Vericel Advances Use of Cell Therapies

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Vanguards of Health Care by Bloomberg Intelligence

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