“We were a very valuable deep-science company that had the wrong business strategy,” Zymeworks CEO Ken Galbraith tells Bloomberg Intelligence analyst Sam Fazeli on this episode of the Vanguards of Health Care podcast. In discussing the company’s strategic reset, Galbraith explains how Zymeworks shifted from a platform-heavy biotech to a partnership-driven model that balances innovation with capital discipline. The conversation covers zanidatamab’s path to market, lessons from partnering with Jazz and BeOne, the value of asymmetric antibody design and why retaining upside through milestones and royalties could reshape long-term value creation.

&ldquo;We were a very valuable deep-science company that had the wrong business strategy,&rdquo; Zymeworks CEO Ken Galbraith tells Bloomberg Intelligence analyst Sam Fazeli on this episode of the Vanguards of Health Care podcast. In discussing the company&rsquo;s strategic reset, Galbraith explains how Zymeworks shifted from a platform-heavy biotech to a partnership-driven model that balances innovation with capital discipline. The conversation covers zanidatamab&rsquo;s path to market, lessons from partnering with Jazz and BeOne, the value of asymmetric antibody design and why retaining upside through milestones and royalties could reshape long-term value creation.

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

Zymeworks on Rethinking Risk, Royalties and R&D

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d885d277-28bd-4245-bb4a-b3ca014f0dfc/transcript

“We’re going to continue to drive innovation across the entire product portfolio, which also includes how we manufacture sensors,” Dexcom CEO Jake Leach tells Bloomberg Intelligence, outlining the company’s strategy to expand the use of continuous glucose monitors to more diabetic patients and beyond. In this Vanguards of Health Care podcast episode, Leach joins BI analyst Matt Henriksson for an in-depth discussion on Dexcom’s transition to the G7 15 Day sensor, aimed to reduce the frequency of changing sensors, as well as clinical data efforts to expand reimbursement to diabetic patients not on insulin and updates on the next-generation G8. He also reflects on his 22-year journey at Dexcom, rising from an engineer on a 30-person team to CEO of an 11,000-employee company.

&ldquo;We&rsquo;re going to continue to drive innovation across the entire product portfolio, which also includes how we manufacture sensors,&rdquo; Dexcom CEO Jake Leach tells Bloomberg Intelligence, outlining the company&rsquo;s strategy to expand the use of continuous glucose monitors to more diabetic patients and beyond. In this Vanguards of Health Care podcast episode, Leach joins BI analyst Matt Henriksson for an in-depth discussion on Dexcom&rsquo;s transition to the G7 15 Day sensor, aimed to reduce the frequency of changing sensors, as well as clinical data efforts to expand reimbursement to diabetic patients not on insulin and updates on the next-generation G8. He also reflects on his 22-year journey at Dexcom, rising from an engineer on a 30-person team to CEO of an 11,000-employee company.

Dexcom Aims to Expand CGM Benefits to All Diabetic Patients and Beyond

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/891c992b-786d-4127-aa5e-b3f601084d6c/transcript

“We’re empowering health-care providers with unprecedented clinical depth in a compact portable form factor,” AliveCor CEO Priya Abani says about the development of its AI-enabled electrocardiogram (ECG) sensors, which provide medical-grade heart data anytime and anywhere. In this Vanguards of Health Care episode, Abani sits down with BI analyst Matt Henriksson for an in-depth discussion about the expansion of AliveCor’s Kardia 12L device, which gives physicians a smaller, more portable ECG option. The company has widened the device’s indications to 39 cardiac conditions, established a new Category III reimbursement code and continues to train its algorithm using 1 million ECGs. Abani also talks about how her time at Amazon.com influenced her perspective on the interaction of technology and the human experience.

&ldquo;We&rsquo;re empowering health-care providers with unprecedented clinical depth in a compact portable form factor,&rdquo; AliveCor CEO Priya Abani says about the development of its AI-enabled electrocardiogram (ECG) sensors, which provide medical-grade heart data anytime and anywhere. In this Vanguards of Health Care episode, Abani sits down with BI analyst Matt Henriksson for an in-depth discussion about the expansion of AliveCor&rsquo;s Kardia 12L device, which gives physicians a smaller, more portable ECG option. The company has widened the device&rsquo;s indications to 39 cardiac conditions, established a new Category III reimbursement code and continues to train its algorithm using 1 million ECGs. Abani also talks about how her time at Amazon.com influenced her perspective on the interaction of technology and the human experience.

AliveCor’s Priya Abani Uses Amazon Experience to Democratize ECG Tech

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/91a12a5f-8a31-43a0-8103-b3ef00e43ab8/transcript

“I suspect that RNAi-based medicines will approach, rival, maybe even exceed what we’ve seen with monoclonal antibodies historically,” says John Maraganore, the CEO of JMM Innovations and founding CEO of Alnylam. He joins Bloomberg Intelligence’s senior pharmaceutical analyst Sam Fazeli to reflect on RNAi’s journey from scientific curiosity to durable drug platform. Maraganore explains Alnylam’s reliance on big pharma partnerships for relatively non-dilutive capital, why rare diseases were the right entry point for commercialization and how mission-first culture sustained the company. He also discusses biotech’s “Sputnik moment,” FDA efficiency and where AI is already delivering real impact in drug discovery.

&ldquo;I suspect that RNAi-based medicines will approach, rival, maybe even exceed what we&rsquo;ve seen with monoclonal antibodies historically,&rdquo; says John Maraganore, the CEO of JMM Innovations and founding CEO of Alnylam. He joins Bloomberg Intelligence&rsquo;s senior pharmaceutical analyst Sam Fazeli to reflect on RNAi&rsquo;s journey from scientific curiosity to durable drug platform. Maraganore explains Alnylam&rsquo;s reliance on big pharma partnerships for relatively non-dilutive capital, why rare diseases were the right entry point for commercialization and how mission-first culture sustained the company. He also discusses biotech&rsquo;s &ldquo;Sputnik moment,&rdquo; FDA efficiency and where AI is already delivering real impact in drug discovery.

John Maraganore Reflects on the Long Game of RNAi and Drug Innovation

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/50082593-f49e-4521-bbf9-b3ec010c0c0e/transcript

Zymeworks on Rethinking Risk, Royalties and R&D

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Vanguards of Health Care by Bloomberg Intelligence

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