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 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

Vericel Advances Use of Cell Therapies

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

“Clinical data is the key to being successful in diagnostics,” Steve Chapman, CEO of Natera, tells Bloomberg Intelligence analyst Jonathan Palmer as he explains how an early bet on evidence helped turn a small genetic-testing company into a broad diagnostics platform. Chapman traces Signatera from a side project into a leading minimal residual disease (MRD) test and details Natera’s nearly $1 billion R&D investment to push into genome-based testing, early cancer detection and new indications. The conversation also explores the next layer of value from Natera’s platform — millions of longitudinal data points, AI-enhanced test results and patient experiences, more efficient biopharma trials and the potential to use neoantigen prediction algorithms to support personalized cancer vaccines.

&ldquo;Clinical data is the key to being successful in diagnostics,&rdquo; Steve Chapman, CEO of Natera, tells Bloomberg Intelligence analyst Jonathan Palmer as he explains how an early bet on evidence helped turn a small genetic-testing company into a broad diagnostics platform. Chapman traces Signatera from a side project into a leading minimal residual disease (MRD) test and details Natera&rsquo;s nearly $1 billion R&amp;D investment to push into genome-based testing, early cancer detection and new indications. The conversation also explores the next layer of value from Natera&rsquo;s platform &mdash; millions of longitudinal data points, AI-enhanced test results and patient experiences, more efficient biopharma trials and the potential to use neoantigen prediction algorithms to support personalized cancer vaccines.

 Natera’s Billion-Dollar R&D Bet on the Future of Cancer Testing

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/476bd39a-6088-496c-a83a-b4d600c79d14/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

Vericel Advances Use of Cell Therapies

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Vanguards of Healthcare by Bloomberg Intelligence

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