Vanguards of Healthcare by Bloomberg Intelligence

“We started using AI to enhance algorithms and software to better be able to understand the data that’s in each patient’s ECG. And our goal with that was to bring forward personalized medicine in arrhythmia therapy and improve patient outcomes,” Vektor Medical CEO Rob Krummen says while discussing vMap. In this episode of the Vanguards of Healthcare podcast, Krummen sits down with Bloomberg Intelligence analyst Matt Henriksson to discuss the expansion of the vMap system, which uses standard 12-lead electrocardiogram (ECG) readings to help physicians treat arrhythmia cases, including atrial fibrillation. He also covers the company’s strategy to democratize electrophysiology and get patients to ablation treatment as early as possible.
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“Our focus is really on patients who’ve lost a lot of kidney function, 70 to 75% or even 80% of their kidney function,” says Bruce Culleton, CEO of ProKidney. “They’re on the path to needing a transplant. Despite all the advances in treating patients with newer products over the last few years, patients continue to progress. Our goal is to intervene directly before dialysis and keep patients off dialysis for as long as possible.” In this Vanguards of Healthcare podcast episode, Culleton sits down with Bloomberg Intelligence senior analyst Ann-Hunter van Kirk for an in-depth discussion about how the company’s cell therapy could help delay dialysis and slow the progression of kidney disease.
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“We are not a passive capital partner.” Richard Lungen of HC9 Ventures, joins fellow co-founder and general partner Charlie Falcone to explain why their venture firm is built around operators, not financiers. The pair sit down with Bloomberg Intelligence analyst Jonathan Palmer for a wide-ranging discussion of the firm’s operator-led approach to venture investing. They explain how relationships with hundreds of healthcare executives provide unique insight into where the industry is heading, why they spend as much time creating commercial traction as writing checks and how AI is reshaping everything from administrative workflows to clinical decision support. The conversation also examines the venture environment, healthcare’s biggest structural challenges and how their own cancer journeys have strengthened their mission to back companies capable of meaningfully improving patient care while generating strong investment returns.
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“I think this is an incredible time to be investing in biotech.” Dr. Simeon George, founder and CEO of SR One, joins Bloomberg Intelligence analyst Sam Fazeli to explain why biotech’s next cycle will be global, selective and unforgiving. George traces SR One’s evolution from one of pharma’s oldest corporate venture arms to an independent firm with more than $2 billion raised. The conversation explores why AI’s real test is cutting development time and attrition, not just discovering targets, while also laying out SR One’s view on oncology crowding, neuro’s blood-brain-barrier challenge, China’s accelerating role in drug innovation and the importance of building companies around medicines that can truly change standard of care.
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“You show me the incentive and I’ll show you the behavior,” says Sach Jain, founder and CEO of Carrum Health. Jain joins Bloomberg Intelligence analyst Jonathan Palmer to explain why misaligned incentives sit at the heart of specialty care’s cost problem. Jain details how Carrum built a value-based marketplace around curated centers of excellence, surgeon-level quality data, bundled payments and provider risk, giving employers more predictable costs while offering patients a guided care path with fewer surprise bills. He also discusses specialty care’s $2.5 trillion annual spending, Carrum’s reach across almost 7 million lives, its expanding health-plan partnerships and why AI can either intensify the fee-for-service arms race or help providers prevent complications when incentives are aligned.
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