“In biotech, all of the ideas sound amazing and most of them don’t work.” Roivant CEO Matt Gline joins Bloomberg Intelligence analyst Sam Fazeli on this episode of the Vanguards of Health Care podcast to explain how the company tries to tilt those odds through an unconventional model built around focused, entrepreneurial “vants.” Gline discusses why Roivant targets overlooked or deprioritized large-pharma assets, how its structure is designed to preserve speed and accountability, and why clinical rigor, capital allocation and disciplined execution matter more than biotech hype. The conversation also explores orphan-style launches, FDA consistency, AI and the challenge of building durable value in a volatile biotech market.

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“We cannot fix a food problem with drugs,” says Sami Inkinen, CEO and co-founder of Virta Health. Inkinen joins Bloomberg Intelligence analyst Jonathan Palmer to explain why Virta is betting that reversing metabolic disease can become one of the most important cost and outcomes stories in health care. He details how the company combines nutrition therapy, intensive telemedicine and AI to deliver sustained weight loss, diabetes reversal and significant savings for employers and health plans. The conversation also explores Virta’s long commercialization path, its growing traction in the B2B market and why Inkinen believes disease reversal is a far bigger opportunity than simply managing chronic illness more efficiently.

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“We’re never moving fast enough,” says Bob Segert, CEO of Athenahealth. Segert joins Bloomberg Intelligence analyst Jonathan Palmer to explain the strategic reset that reshaped Athenahealth: cutting losing bets, doubling down on ambulatory care and building around its cloud-native athenaOne platform to drive operating leverage. The conversation covers Athena’s aggressive AI pivot, its open-platform strategy and why speed, product discipline and better physician economics will determine the next market winners.

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