“The thing that I worry about more than loss of exclusivity is this term that I introduced at the AACR meeting -- loss of relevancy" says Susan Galbraith, EVP of Oncology R&D at AstraZeneca. In this episode, Galbraith and David Fredrickson, EVP of Oncology Business Unit, join Bloomberg Intelligence analyst Sam Fazeli fresh from ASCO to discuss how AstraZeneca is navigating an increasingly complex oncology landscape. From a legacy in small molecules to a bold push into areas ranging from cell therapy to antibody-drug conjugates, they explain how the company aims to sustain growth and relevance. The discussion also covers new trial designs, biomarker-driven strategies, and why innovation, not exclusivity, is the true metric of success.

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Overture is designed in a way that allows you step by step to avoid a total knee [replacement] because it’s so bone-sparing,” Overture Orthopaedics cofounder Riley Williams tells Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Williams and CEO James Kim sit down with BI analyst Matt Henriksson to talk about Overture, the development of focalplasty and its benefits over total knee replacement as a minimally invasive treatment option. They also discuss the importance of treating osteoarthritis early in the disease progression. Additionally, tune in to learn how it was once cheaper for Kim to hand-deliver the implants and tools instead of using overnight delivery, and about Dr. Williams’ time as a consultant for Bill Hader’s character in the movie Trainwreck.

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“If you can image it, if you can light it up, then you know where it’s going to go,” Lantheus’ CEO Brian Markison says as he explains the future of imaging agents to Bloomberg Intelligence. “You know it’s going to get to the tumor, and then if you can attach basically a warhead to it, then you can deliver targeted radiation to that tumor.” In this episode of the Vanguards of Health Care podcast, Markison sits down with Bloomberg Intelligence analyst Matt Henriksson for an in-depth interview to discuss how the Pylarify and Definity imaging agents enhance disease detection compared with traditional imaging platforms. They also dive into the importance of manufacturing and logistics to get the agents to the right hospital at the right time and the future pipeline with a portfolio of agents under development to detect Alzheimer’s and neuroendocrine tumors.

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“AI is going to be super transformative... we’ve all moved too slowly and need to speed up our integration.” says Houman Ashrafian, Head of R&D at Sanofi. In this episode, Ashrafian joins Bloomberg Intelligence analyst Sam Fazeli to unpack how AI-powered portfolio construction, franchise-based innovation and a long-term mindset are reshaping the pharma giant’s R&D strategy. They explore Sanofi’s ambition to become a premier immunology powerhouse, how the company is applying venture-style rigor to pipeline decisions, and why cultural transformation -- not quarterly earnings -- is the key to staying relevant through 2040.

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“Mental health care is still living in the mid-20th century,” says Mark Frank, CEO and cofounder of SonderMind. Frank joins Bloomberg Intelligence analyst Jonathan Palmer to break down how SonderMind is reimagining behavioral health from its antiquated roots by layering technology and data, and while seamlessly integrating digital tools into therapy. The pair also discuss the company’s pandemic pivot to virtual care, its move toward risk-based contracting and the role AI will play in transforming behavioral care from a subjective art into a data-driven science — which Frank sees as the key enabler for mental health to be treated with the same precision as physical health.

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“We want to bring health care to a place where claims are processed in real-time, like checking out on Amazon,” says Stephen Krupa, CEO of HealthEdge. Krupa joins Bloomberg Intelligence analyst Jonathan Palmer to unpack how HealthEdge’s core platform powers claims processing for more than 110 million people. He shares how legacy infrastructure still dominates (with 60% of health plans still relying on decades-old technology), why automation and gen AI will drive touchless transactions and how payer platforms must evolve to support member-centric care. Krupa also reflects on HealthEdge’s journey from startup to its transformation under Blackstone, and what the next chapter might look like with Bain Capital.

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“We exist to solve prior authorization so patients can get the care they deserve,” says Dr. Jeremy Friese, founder and CEO of Humata Health. Friese joins Bloomberg Intelligence health-care analyst Jonathan Palmer to discuss how Humata’s AI-driven technology is transforming one of health care’s most notorious administrative headaches. They cover how Humata connects deeply into medical records, helps both providers and payers streamline approvals and is expanding into specialty pharmacy. Friese also shares his journey from Mayo Clinic radiologist to serial entrepreneur — and why he believes solving back-office burdens can unlock better patient care.

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“This isn’t just an incremental shift, it’s a drastically different treatment dynamic,” says Rob Barrow, CEO of MindMed. On this episode of Vanguards of Health Care, Barrow speaks with Bloomberg Intelligence analyst Jean Rivera Irizarry about how MM120, a pharmaceutically optimized form of LSD, could transform the treatment landscape for anxiety and depression. They explore MindMed’s unique no-therapy approach to psychedelic trials, the design of its pivotal Phase 3 studies, and how it’s navigating regulatory hurdles to bring this once-taboo drug class into the mainstream.

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