Vic and Marcus discuss the latest developments in healthcare, policy, and technology, including major VC deals in medical claims automation and AI-driven medical coding, the rise of federated imaging networks, and the implications of a wearable defibrillator maker planning a $150M IPO. They analyze the House-passed GOP budget and its potential impact on Medicaid, as well as the White House’s push for price transparency in healthcare. The hosts cover Medicare Advantage enrollment trends, a proposed exchange for small businesses, and the privatization of Walgreens. Other topics include the end of the Ozempic shortage, Eli Lilly's $27B investment in U.S. manufacturing, AI advancements, cybersecurity risks, and Meta’s $200B AI data center expansion
Links:
3:12 - Camber gets $30M for medical claims automation Axios
6:45 - Avandra lands $17.5M to build out federated imaging network
7:09 - Wearable defibrillator maker Kestra Medical plots $150M IPO
8:43 - New ‘Dream Exchange’ Aims to List Black-Owned Companies
11:43 - House Passes G.O.P. Budget Teeing Up Enormous Tax and Spending Cuts
12:42 - House budget plan advances, paving way for major Medicaid cuts
16:08 - Price transparency enforcement gets a boost as Trump signs executive order HFMA
17:34 - BCBSA report: Addressing hospital, pharma costs could save $1T over next decade Fierce Healthcare
19:06 - Trump Team Weighs Pulling Funds for Moderna Bird Flu Vaccine
20:29 - Telehealth advocates turn up the pressure as Medicare deadline nears Axios
23:21 - Trump memo directs federal agencies, HHS to fire more employees and submit agency reorg plans
25:54 - Medicare Advantage growth slows as UnitedHealthcare nabs members, Humana sheds lives Healthcare Dive
28:09 - Walgreens' Breakup: Inside the Private Equity Takeover That Could Reshape the Pharmacy Giant Yahoo
29:17 - Semaglutide shortage ends as FDA sets deadline for compounders Pharmaceutical Technology
31:33 - Eli Lilly Plans to Spend $27 Billion on New U.S. Plants
34:28 - AstraZeneca’s Breast Cancer Drug Shows Positive Results In Late-Stage Trial
35:02 - Why We Don’t Trust Doctors Like We Used To
39:27 - First Measles Death Reported in Texas Outbreak
41:23 - Organ Transplant System ‘in Chaos’ as Waiting Lists Are Ignored
44:21 - Red Light Therapy Gets the Green Light, Sort Of
45:41 - AI Startup Anthropic Fi
