“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

“Health care creates friction everywhere — copays, approvals, pre-authorizations — and none of that matters when someone you love needs help right now,” says Glen Tullman, CEO of Transcarent, in his return to the Vanguards of Health Care podcast to explain why speed, access and simplicity are existential issues in US health care. In a wide-ranging conversation with Bloomberg Intelligence analyst Jonathan Palmer, Tullman outlines Transcarent’s vision for delivering 24/7 care through an AI-first, mobile-native platform. He discusses why legacy navigation models fail consumers, how the Accolade acquisition accelerates Transcarent’s strategy and why WayFinding reframes benefits, clinical guidance and care delivery into a single real-time experience designed around human urgency — not the administrative process.

&ldquo;Health care creates friction everywhere &mdash; copays, approvals, pre-authorizations &mdash; and none of that matters when someone you love needs help right now,&rdquo; says Glen Tullman, CEO of Transcarent, in his return to the Vanguards of Health Care podcast to explain why speed, access and simplicity are existential issues in US health care. In a wide-ranging conversation with Bloomberg Intelligence analyst Jonathan Palmer, Tullman outlines Transcarent&rsquo;s vision for delivering 24/7 care through an AI-first, mobile-native platform. He discusses why legacy navigation models fail consumers, how the Accolade acquisition accelerates Transcarent&rsquo;s strategy and why WayFinding reframes benefits, clinical guidance and care delivery into a single real-time experience designed around human urgency &mdash; not the administrative process.

Transcarent’s Bet on AI and the End of Healthcare Scarcity

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1414d38b-2906-492e-8426-b3e100e168be/transcript

Despite all the noise -- tariffs, regulation, geopolitics -- the fundamentals are amazing, because our companies save people’s lives and the demand for innovation is absolutely real.” says Antoine Papiernik, Sofinnova Partners Chairman and Managing Partner. Speaking with Bloomberg Intelligence analyst Sam Fazeli, Papiernik explains why biotech remains a defensive, long-duration industry. He details how Sofinnova leverages AI to connect decades of proprietary data, uncovering emerging science across Europe to identify the next generation of biotech leaders. The discussion also covers the rise of AI-native drug discovery, the impending pharma patent cliff, and why capital is flowing toward platforms that deliver real clinical impact.

Despite all the noise -- tariffs, regulation, geopolitics -- the fundamentals are amazing, because our companies save people&rsquo;s lives and the demand for innovation is absolutely real.&rdquo; says Antoine Papiernik, Sofinnova Partners Chairman and Managing Partner. Speaking with Bloomberg Intelligence analyst Sam Fazeli, Papiernik explains why biotech remains a defensive, long-duration industry. He details how Sofinnova leverages AI to connect decades of proprietary data, uncovering emerging science across Europe to identify the next generation of biotech leaders. The discussion also covers the rise of AI-native drug discovery, the impending pharma patent cliff, and why capital is flowing toward platforms that deliver real clinical impact.

Sofinnova Partners Stays Optimistic on Biotech's Future

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7cdd235c-ebd6-4fe3-807b-b3da00c58435/transcript

“Revenue cycle is really about solving two problems: generating an accurate receipt and then jumping through the fifty hoops to get paid.” says Dr. Michael Gao, CEO of Smarter Technologies. In this episode of Vanguards of Health Care, Gao joins Bloomberg Intelligence analyst Jonathan Palmer to explain how AI is transforming hospital revenue cycle management (RCM). He walks through Smarter’s approach to clinical intelligence and automation, why AI works best as a first pass with human supervision, and how smarter workflows can lift margins for hospitals operating on razor-thin economics. The conversation also explores Smarter’s formation with New Mountain Capital and Gao’s mission to reduce the trillion-dollar burden of health care administration.

&ldquo;Revenue cycle is really about solving two problems: generating an accurate receipt and then jumping through the fifty hoops to get paid.&rdquo; says Dr. Michael Gao, CEO of Smarter Technologies. In this episode of Vanguards of Health Care, Gao joins Bloomberg Intelligence analyst Jonathan Palmer to explain how AI is transforming hospital revenue cycle management (RCM). He walks through Smarter&rsquo;s approach to clinical intelligence and automation, why AI works best as a first pass with human supervision, and how smarter workflows can lift margins for hospitals operating on razor-thin economics. The conversation also explores Smarter&rsquo;s formation with New Mountain Capital and Gao&rsquo;s mission to reduce the trillion-dollar burden of health care administration.

Smarter Technologies’ Blueprint for AI-Driven Revenue Cycle Management

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f01be765-43f5-4f3f-994b-b3d201646db9/transcript

Zymeworks on Rethinking Risk, Royalties and R&D

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Vanguards of Health Care by Bloomberg Intelligence

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