“More than half of your time as a public company CEO is devoted to things that are not drug development,” Xontogeny CEO Chris Garabedian says. Garabedian joins Bloomberg Intelligence analyst Sam Fazeli on this episode of the Vanguards of Health Care podcast to explain why he earlier left the track of operating public companies to back biotech, where better decisions can create the biggest value inflections. He discusses what separates real drug developers from scientists, why early biotech mistakes are often irreversible, how Xontogeny evaluates new companies, and why AI may improve research tools faster than it transforms human biology.

See omnystudio.com/listener for privacy information.

“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.

See omnystudio.com/listener for privacy information.

“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.

See omnystudio.com/listener for privacy information.

“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.

See omnystudio.com/listener for privacy information.

“This deal [with Eli Lilly, announced on Sunday 29 March] is a combination of an asset licensing and collaboration. We’ve collaborated with Lilly in the past and they are actually one of the most active and expert users of our software,” says Alex Zhavoronkov, founder and co-CEO of Insilico Medicine. Zhavoronkov joins Bloomberg Intelligence pharmaceuticals analyst Sam Fazeli to explain how Insilico is using AI to compress drug-discovery timelines from years to months, pursue novel targets and compete with both big pharma and China’s fastest-moving biotech players. They also discuss the company’s rapid Lilly deal and why AI’s real edge may be before the clinic, not inside it.

See omnystudio.com/listener for privacy information.

“I think 2026 is the year of fundamental, agentic transformation of the workflow.” Abridge co-founder and CTO Zack Lipton joins Bloomberg Intelligence analyst Jonathan Palmer to share how the company grew from a research-heavy idea into one of health care’s breakout AI leaders. Lipton breaks down the limits of point solutions, the complexity of evaluating generative AI in medicine, and why he sees the future not as a better digital scribe alone, but as a unified platform that can guide documentation, billing and care decisions in real time.

See omnystudio.com/listener for privacy information.

“In health care, in order to drive the biggest impact, the biggest outcomes and the biggest exits, you really have to engage the end consumer,” says Alyssa Jaffee, partner at 7Wire Ventures. In this Vanguards of Health Care episode, Jaffee sits down with Bloomberg Intelligence analyst Jonathan Palmer to discuss 7Wire’s thesis-driven approach to venture investing, how the firm works shoulder to shoulder with founders and why health care still offers endless opportunities to fix broken systems. She also reflects on women’s health, the evolving AI landscape and the personal values — integrity, work ethic and mission — that shape how she invests and leads.

See omnystudio.com/listener for privacy information.

“Nothing excites me as much as the potential for AI,” Xaira CEO Marc Tessier-Lavigne tells Bloomberg Intelligence analyst Sam Fazeli on this episode of the Vanguards of Health Care podcast. They explore how artificial intelligence could cut drug development timelines in half and triple clinical success rates. Tessier-Lavigne, a former Genentech R&D leader, explains why today’s 13-year, 90% failure model is broken and how causal cell models, generative protein design and smarter patient stratification can transform target selection, drug creation and trials. Tessier-Lavigne also details why Xaira is chasing “high-hanging fruit,” the hard-to-drug targets others can’t reach, and what it will take to reverse Eroom’s Law.

See omnystudio.com/listener for privacy information.