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Health:Further: Daily Summaries Delivered
by Marcus Whitney & Vic Gatto
Every week, healthcare VCs and Jumpstart Health Investors co-founders Vic Gatto and Marcus Whitney review and unpack the happenings in US Healthcare, finance, technology and policy. With a firm belief that our healthcare system is doomed without entrepreneurship, they work through the mud to find the jewels, highlight headwinds and tailwinds, and bring on the smartest guests to fill in the gaps.
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- 5 days ago1h 1m
214 - The Blue Tsunami: What the Midterm Rout Means for Healthcare
In this special election episode, Marcus and Vic set aside the usual news rundown to unpack a week that changed the political landscape. They start with CVS's plan to split Aetna and Caremark from its retail pharmacies and why the payvider model may have hit a wall as premiums outpace inflation and employers sue UnitedHealth. Then they dig into the midterm blue wave: Texas electing Democrat Gina Hinojosa as governor, the influencers mainstream media overlooks, Marcus's map of the fractured Republican coalition and the factions that formed the Democrats' big tent, and whether that tent can hold until 2028. From there, they ask what a Democratic health agenda could realistically look like: healthcare as 30% of the federal budget, the renewed case for Medicare for All, the debt spiral, AI's outsized share of GDP growth and the $2 trillion market sell-off, and why Medicaid work requirements and ACA subsidies may be the wins that matter most before closing on what the shift means for Anthropic's IPO. With insights into market trends, policy changes, and technological innovations shaping the future of health and money.Chapters0:00 Introduction: what a difference a week makes1:20 Rewriting Marcus's keynote overnight5:09 Why political shifts can't fix the debt cycle7:04 CVS plans to separate into two companies ↳https://www.sec.gov/Archives/edgar/data/0000064803/000119312526446150/d148827dex991.htm8:14 Family health premiums vs. inflation since 20009:40 Employers sue UnitedHealth10:58 Has the payvider model hit a wall?12:42 The blue tsunami: election night reactions13:46 Texas flips: Governor-elect Gina Hinojosa14:22 What eroded Trump's base this year15:24 Young men swing 30% and the voices mainstream media misses16:34 The tech right alignment and the MAGA fracture20:32 The fractured factions of the Republican Party27:11 The factions that formed the Democrats' big tent28:13 Healthcare and science professionals run for office29:44 Red-state and suburban moderates: Talarico and Turek31:56 The progressive left: Sanders and El-Sayed33:38 The DSA's rise and AOC's renewed membership35:49 Zohran Mamdani's role in energizing the party36:33 Can the big tent hold until the 2028 primaries?37:35 What a Democratic health agenda could look like38:13 Healthcare is 30% of the federal budget39:40 The case for Medicare for All, and the pushback43:57 Medicare for All and the GENIUS Act as irreversible plays45:31 The debt spiral: 10-year yields vs. the CBO baseline46:26 AI's share of GDP growth47:14 The $2 trillion sell-off as a message to Democrats49:27 Regulate, slow or pause AI?52:34 Why healthcare stays a strong market under either party53:23 What can pass: Medicaid work requirements and ACA subsidies57:43 What the election means for Anthropic's IPO#Midterms2026 #HealthPolicy #CVSHealth #Aetna #PBM #UnitedHealth #MedicareForAll #Medicaid #ACA #FederalDebt #AI #Anthropic #Healthcare #HealthFurther
- 1 weeks ago1h 1m
213 - Debt Hits 100% of GDP, HCA Bleeds on ACA Losses & Is Anthropic the Next Meta?
In this episode, Marcus celebrates Nashville SC’s Supporters’ Shield and he and Vic dig into federal debt hitting 100% of GDP, accelerating inflation and a Fed holding steady before the midterms, new raises for ClarityCare and Midstream Health, the PBM transparency rule, Medicaid work requirements, RFK Jr. greenlighting unapproved peptides, Centene’s layoffs, big tech’s prior auth pledge, HCA’s ACA losses versus Tenet’s beat, UHS’s soft volumes, Bon Secours’ $5.7B bid for Surgery Partners, Risant’s Integris deal, Lilly’s retatrutide win and 39% revenue growth, the ChatGPT seizure medication lawsuit, DTCC’s tokenization launch, Anthropic’s IPO prospectus, Doximity’s dosing study, and how AI quietly shapes expert judgment with insights into market trends, policy changes, and technological innovations shaping the future of health and money.Chapters0:00 Introduction3:17 Federal debt hits 100% of GDP for the first time since 1946 ↳https://www.wsj.com/economy/federal-debt-hits-100-of-gdp-585d3cb06:05 PCE inflation accelerates in September ↳https://www.wsj.com/economy/central-banking/pce-inflation-accelerated-last-month-5f72a43f6:37 Fed holds rates as Cook and Hammack dissent in favor of a hike ↳https://www.wsj.com/economy/central-banking/federal-reserve-interest-rate-decision-df1206677:57 ClarityCare raises $16.5M to speed up prior authorizations ↳https://medcitynews.com/2026/10/claritycare-raises-16-5m-to-speed-up-prior-authorizations/8:58 Midstream Health secures $20M for its health system financial operations AI platform ↳https://www.modernhealthcare.com/health-tech/ai/mh-tracking-ai-healthcare-live-updates9:48 PBMs face new transparency mandates under Labor Department rule ↳https://www.modernhealthcare.com/politics-regulation/mh-labor-department-pbm-transparency-rule10:51 Court voids CMS's Medicaid medical frailty work requirement policy ↳https://www.modernhealthcare.com/politics-regulation/mh-court-cms-medicaid-medical-frailty12:06 RFK Jr. allows unapproved peptides on the market ↳https://www.wsj.com/health/healthcare/rfk-jr-allows-unapproved-peptides-on-the-market-9cf4a6d315:44 Centene progresses on profit recovery, cuts 6,000 jobs ↳https://www.healthcaredive.com/news/centene-progresses-profit-recovery-cuts-workforce-by-6k/872816/16:46 Five major companies pledge faster electronic prior authorizations ↳https://www.healthcaredive.com/news/five-major-companies-pledge-faster-electronic-prior-authorizations/833848/18:40 HCA's bottom line suffers as ACA coverage losses mount ↳https://www.healthcaredive.com/news/hcas-bottom-line-suffers-aca-coverage-losses-mount/873032/20:52 Tenet sails past Q3 earnings estimates, boosts 2026 guidance ↳https://www.fiercehealthcare.com/providers/tenet-healthcare-sails-past-q3-earnings-estimates-boosts-2026-guidance22:28 Softer surgery volumes dampen UHS's Q3 earnings ↳https://www.healthcaredive.com/news/softer-surgery-volumes-hospital-woes-dampened-uhs-q3-earnings/873190/23:58 Bon Secours affiliate makes $5.7B bid for Surgery Partners ↳https://www.healthcaredive.com/news/bon-secours-affiliate-5-7-billion-bid-surgery-partners/872887/25:49 Risant Health to acquire Integris Health ↳https://www.modernhealthcare.com/mergers-acquisitions/mh-risant-health-integris-kaiser-permanente29:19 Lilly's triple-G drug retatrutide tops Ozempic in head-to-head trial ↳https://medcitynews.com/2026/10/eli-lilly-retatrutide-type-2-diabetes-glp-1-gip-glucagon-metabolic-ozempic-lly/30:51 Eli Lilly's revenue climbs on demand for obesity drugs ↳https://www.wsj.com/health/pharma/eli-lilly-revenue-climbs-on-demand-for-mounjaro-zepbound-a6d810a531:53 Family blames ChatGPT after woman stops her seizure medication ↳https://gizmodo.com/a-woman-asked-chatgpt-how-to-get-off-her-seizure-meds-her-family-says-it-killed-her-200083259136:41 DTCC brings $30 trillion in securities closer to blockchain with major banks ↳https://www.coindesk.com/business/2026/10/28/wall-street-backbone-dtcc-brings-usd30-trillion-securities-closer-to-blockchain-with-major-banks38:00 The biggest takeaways from Anthropic's IPO prospectus ↳https://www.wsj.com/risk-compliance-journal/the-morning-risk-report-the-biggest-takeaways-from-anthropics-ipo-prospectus-f786ea5e49:01 Popular AI models get medication doses wrong, some dangerously ↳https://www.healthcaredive.com/news/popular-ai-models-get-medication-doses-wrong-some-dangerously-doximity/873207/51:14 Anthropic study finds
- 2 weeks ago1h 30m
212 - CON Laws, the COINS Act & Rogue AI Agents in Your Bank Account
In this episode, Marcus is back from Oaxaca and he and Vic dig into Wall Street's nerves over Meta's AI capex and what rising rates and the Iran war mean for the AI buildout, jobless claims that don't match what we're seeing on the ground, BMS leading Pathos AI's $237M Series E and the biotech surge, OMass's $310M raise for a rare endocrine disorder, the Trump administration tying rural health dollars to Certificate of Need rollbacks, Treasury sweeping biotech into the COINS Act while sparing Big Pharma's China deals, friend of the show Rick Abramson on why the FDA should assess GenAI tools like physicians, family health plan costs climbing past $28K, Elevance's raised guidance, what new insurer entrants think they can do differently, Abbott's nutrition spinoff, the Quest Diagnostics breach, violence driving nurses from the profession, Moderna's leaked cancer vaccine data, GSK's hepatitis B approval, GLP-1s and breastfeeding, the OCC's GENIUS Act stablecoin rules, the AI-found PHP bug putting 70% of websites at risk, unvetted AI agents inside bank accounts, and why Anthropic can't afford to delay its IPO — with insights into market trends, policy changes, and technological innovations shaping the future of health and money.Chapters0:00 Introduction3:45 Meta's hunt for AI capital rattles Wall Street ↳https://www.wsj.com/finance/stocks/metas-hunt-for-ai-capital-strikes-a-raw-nerve-on-wall-street-e2de160113:58 US jobless claims return to a downward trend ↳https://www.wsj.com/economy/jobs/u-s-jobless-claims-return-to-downward-trend-9ba853fc16:26 BMS leads Pathos AI's $237M Series E alongside an Alzheimer's collaboration ↳https://www.fiercebiotech.com/biotech/pathos-ai-closes-237m-series-e-heels-bms-alzheimers-link19:19 OMass raises $310M for a rare endocrine disorder drug ↳https://medcitynews.com/2026/10/startup-omass-rare-disease-endocrine-hormone-melanocortin-2-mc2-cah/20:19 Trump dangles rural health funds to push states to change CON laws ↳https://www.modernhealthcare.com/politics-regulation/mh-trump-rural-health-certificate-need-laws/29:06 Treasury sweeps biotech into proposed COINS Act restrictions, spares Big Pharma's China licensing ↳https://www.fiercebiotech.com/biotech/treasury-sweeps-biotech-proposed-coins-act-restrictions-spares-big-pharma-china-licensing35:35 FDA's Rick Abramson: GenAI tools will need to be assessed like a physician ↳https://medcitynews.com/2026/10/fda-official-believes-genai-enabled-tools-will-need-to-be-assessed-like-a-physician/38:46 Family health plan costs rise as employers shift more to workers ↳https://www.wsj.com/health/healthcare/in-era-of-runaway-health-inflation-employers-scramble-to-keep-costs-in-check-fdae86df42:04 Elevance raises full-year guidance on lower medical costs ↳https://www.modernhealthcare.com/insurance/mh-elevance-earnings-third-quarter-2026-outlook43:27 What new insurer entrants think they can do differently ↳https://www.modernhealthcare.com/insurance/mh-health-systems-insurance-plans-included-nice50:56 Abbott to carve out its nutrition business ↳https://www.wsj.com/health/healthcare/abbott-to-carve-out-nutrition-business-into-independent-company-e9384a1551:57 Quest Diagnostics' test-results system breached in cyberattack ↳https://www.fiercebiotech.com/medtech/quest-diagnostics-test-results-system-breached-yet-another-medtech-cyberattack55:35 Nurses are in high demand, but they're quitting in droves ↳https://www.wsj.com/health/healthcare/nurses-are-in-high-demandbut-theyre-quitting-in-droves-d8ead94f1:01:23 Moderna shares fall after cancer vaccine data leaks on social media ↳https://www.wsj.com/health/pharma/moderna-cancer-vaccine-data-leaks-early-shares-plummet-f6bc4b4f1:04:27 GSK wins FDA approval for hepatitis B drug Hibsago ↳https://medcitynews.com/2026/10/gsk-chronic-hepatitis-b-fda-approval-bepirovirsen-hibsago-functional-cure-ionis-aso-ions/1:05:21 Weight-loss drugs may be OK while breastfeeding ↳https://www.wsj.com/health/wellness/a-no-no-during-pregnancy-weight-loss-drugs-may-be-ok-while-breast-feeding-d2e72baf1:07:09 The OCC finalizes GENIUS Act stablecoin rules ↳https://decrypt.co/381502/occ-finalizes-genius-act-stablecoin-rules-ahead-of-january-deadline1:10:57 AI finds a PHP bug that puts up to 70% of the world's websites at risk ↳https://www.wsj.com/tech/cybersecurity/ai-just-found-a-bug-that-puts-up-to-70-of-the-worlds-websites-at-risk-fd0902ea1:15:18 Unvetted AI agents are operating inside US bank accounts ↳https://www.axios.com/2026/10
- Oct 9, 20261h 24m
211 - Hospitals Can't Hide Behind CMS Anymore: The FTC, Medical Bill Revolts & the Battle of the AIs
In this episode, Vic is joined by Emily Evans, sitting in for Marcus, to talk through her book on the two competing philosophies that have shaped American healthcare, a September jobs report shaped by shifting immigration dynamics, Fed minutes and the return of bond market volatility, Healthleap's AI for flagging undiagnosed hospital patients, Matchpoint Therapeutics' $150M raise and the promise of immune-based therapies, the FTC's warning letters to 24 health systems over price transparency, HHS's plan to allow some unapproved peptides as Chinese manufacturers flood the U.S. with bootleg versions, Texas AG Ken Paxton's probe of UnitedHealth, the "battle of the AIs" between payers and providers, GE HealthCare's $945M bet on radiopharmaceuticals, the optogenetics Nobel Prize, influencers urging patients not to pay their medical bills, tokenized stocks and stablecoin remittances, Biohub's $1.8B push for AI-ready biological data, OpenAI's 722 math proofs, and the enterprise AI price war between OpenAI and Anthropic — with insights into market trends, policy changes, and technological innovations shaping the future of health and money.Chapters0:00 Introduction0:47 Emily's book: universal care vs. incrementalism in American healthcare3:46 September jobs report: hiring trudges along ↳https://www.wsj.com/economy/jobs/september-jobs-report-unemployment-6b6d66436:48 Fed minutes, the deficit and the return of bond market volatility ↳https://www.wsj.com/economy/central-banking/fed-minutes-signal-further-rate-increase-this-year-but-no-urgency-for-october-hike-54ec759f10:13 Healthleap raises $38M for AI that flags hospital patients who need a closer look ↳https://techcrunch.com/2026/10/07/healthleap-raises-38m-for-its-ai-that-flags-hospital-patients-who-may-need-a-closer-look/15:02 Matchpoint Therapeutics raises $150M Series B ↳https://www.fiercebiotech.com/biotech/matchpoint-nets-150m-series-b-take-covalent-med-clinic19:31 Parakeet Health raises $10M for conversational AI ↳https://medcitynews.com/2026/10/parakeet-health-secures-10m-for-conversational-agentic-platform/23:51 The FTC warns 24 health systems over price transparency ↳https://www.beckershospitalreview.com/legal-regulatory-issues/the-ftcs-healthcare-crackdown-9-things-to-know/31:14 HHS plans a stopgap to allow some unapproved peptides ↳https://www.beckershospitalreview.com/glp-1s/hhs-plans-stopgap-to-allow-sales-of-some-unapproved-peptides-washington-post/36:01 Texas AG Ken Paxton investigates UnitedHealth over care denials ↳https://www.healthcaredive.com/news/texas-ken-paxton-unitedhealth-investigation-care-denials/832221/38:22 Fitch: humans will stay in the loop on AI prior auth ↳https://www.beckershospitalreview.com/finance/revenue-cycle-management/fitch-human-review-in-ai-prior-authorization-denials-likely-here-to-stay/40:27 GE HealthCare buys SOFIE for nearly $1B ↳https://www.wsj.com/health/healthcare/ge-healthcare-to-buy-sofie-for-nearly-1-billion-to-grow-medical-imaging-business-cfca031842:56 The outpatient shift accelerates as hospital margins rebound ↳https://www.healthcaredive.com/news/outpatient-shift-accelerates-hospital-margins-rebound-strata/832490/44:51 Nobel Prize in Physiology or Medicine goes to optogenetics ↳https://www.wsj.com/science/trio-awarded-nobel-prize-in-physiology-or-medicine-for-neuroscience-discoveries-55005d9547:06 Chinese makers of fentanyl ingredients now sell bootleg peptides ↳https://www.wsj.com/health/pharma/chinese-makers-of-fentanyl-ingredients-now-sell-bootleg-peptides-to-americans-c383160b50:14 The influencers on a mission to stop people from paying medical bills ↳https://www.wsj.com/health/healthcare/these-influencers-are-on-a-mission-to-stop-people-from-paying-medical-bills-4843da3d1:00:14 Securitize launches tokenized stock trading ↳https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-10-08-2026/card/securitize-launches-tokenized-stock-trading-for-u-s-investors-dUqrm7mXGjwUrAdo4x6M1:01:46 Samsung adds USDC cross-border payments to Galaxy Wallet ↳https://cryptorank.io/news/feed/4d678-samsung-wallet-usdc-solana1:03:21 Biohub, DOE and NIH back $1.8B in biological data for AI ↳https://www.wsj.com/tech/ai/zuckerbergs-biohub-partners-with-doe-nih-to-invest-1-8-billion-in-biological-data-for-ai-models-f8d5f7991:08:34 OpenAI's math breakthrough points beyond math ↳https://www.axios.com/2026/10/08/openai-math-proofs-ai-model1:12:20 The AI price war heats up as OpenAI gains on Anthropic ↳<p
- Oct 2, 20261h 1m
210 - Private Markets for Everyone, Grail's FDA Win & the Rise of Consumer AI Agents
In this episode, Marcus and Vic bring the headlines back: why 10-year Treasury yields at their highest level since 2002 signal a fiscal problem healthcare can't ignore, how Trump's agenda has pushed up rates and inflation, Neko Health's $700M bet on whole-body scanning and Precision Neuroscience's $250M Series D, the GLOBE rule's shrinking Medicare savings, the SEC opening private markets to ordinary investors, HHS's push to redesign clinical trials, Cigna's AI-driven savings, UPMC's acquisition of Trinity Health, Epic's pause to focus on cybersecurity, the FDA panel backing Grail's Galleri test, the FTC's probe of OpenAI and Anthropic, and the arrival of consumer AI agents like OpenAI's Dots with insights into market trends, policy changes, and technological innovations shaping the future of health and money.Chapters0:00 Introduction2:20 August PCE inflation reading ↳https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-09-30-2026/card/what-to-know-about-today-s-pce-index-YnU6yGlmCpHowo8u4TSP 3:16 US bond yields hit their highest level since 2002 ↳https://www.nytimes.com/2026/10/01/business/bond-yields-10-year-treasury.html 7:28 How Trump's economic moves drove rates and inflation higher ↳https://www.wsj.com/economy/trump-economy-inflation-jobs-724e4da8 10:15 Neko Health's $700M bet on whole-body scanning ↳https://techcrunch.com/podcast/the-investor-behind-neko-healths-700m-bet-on-scanning-your-whole-body/ 12:54 Precision Neuroscience's $250M Series D for brain-computer interfaces ↳https://www.fiercebiotech.com/medtech/precision-neuroscience-taps-250m-series-d-funding-brain-computer-interface 16:29 CMS finalizes the GLOBE rule as projected savings shrink ↳https://endpoints.news/cms-finalizes-globe-medicare-demo-but-savings-trail-projections/ 20:56 The SEC expands private-market access for ordinary investors ↳https://www.wsj.com/pro/private-equity/sec-moves-to-give-ordinary-investors-more-access-to-private-equity-d4108681?st=ZNfSmp&reflink=desktopwebshare_permalink 23:32 Public market headwinds: Oura's paused IPO and Anthropic's losses ↳https://www.wsj.com/tech/oura-postpones-ipo-over-market-uncertainty-49d49791https://decrypt.co/379605/anthropic-lost-42-billion-last-year-wants-ipo-2-trillion 30:40 HHS launches a project to speed up clinical trials ↳https://www.axios.com/2026/09/30/hhs-clinical-trials-redesign 33:52 Cigna expects $3B in savings from AI and automation ↳https://www.modernhealthcare.com/insurance/mh-cigna-investor-day-ai-pharmacy 34:30 UPMC acquires CommonSpirit's Trinity Health ↳https://www.modernhealthcare.com/mergers-acquisitions/mh-upmc-trinity-health-system-commonspirit 35:30 Epic pauses product development to focus on cybersecurity ↳https://www.modernhealthcare.com/health-tech/mh-epic-systems-pause-product-development-ai 37:15 The FDA panel on Grail's Galleri test and the Medicare question ↳https://www.wsj.com/health/healthcare/a-cancer-test-has-investors-betting-big-but-will-insurers-pay-75d3bc60 42:00 The FTC probes OpenAI and Anthropic over AI safety ↳https://www.a
- Sep 25, 20261h 18m
209 - No Stories, Just Conviction: The Debt, Healthcare Cuts, and What Comes Next
In this episode, Marcus and Vic set the headlines aside for UN General Assembly week and test their worldviews across every theme of the show: why the national debt and fiscal dominance matter more than the Fed, what a multipolar world means for healthcare funding, why neither party can stop the cuts that started with HR1, how AI is reshaping venture capital, the FDA as the administration's bright spot, stablecoin rails as a challenger to claims clearinghouses, the frontier labs' communication and business-model problems, and a friendly debate over whether AI will cost jobs or spark a new wave of entrepreneurship — with insights into market trends, policy changes, and technological innovations shaping the future of health and money.Key TopicsWhy covering the Fed feels less meaningful in an era of fiscal dominanceDebt-to-GDP nearing World War II levels and the cost of debt serviceUN General Assembly week, diversification, and the shift to a multipolar worldWhy healthcare rarely talks about the national debt — and why HR1 is just the beginningThe Fourth Turning, Ray Dalio's debt cycles, and a coming day of reckoningThe midterms, legislative vs. executive power, and why neither party can fix inflationWhat the Paramount deal says about consolidation and corporate leverageHealth systems cutting vendors and what that means for startupsAI lowering the capital needed to build a company — and LP-driven mega-fundsImpact investing, value-based care, and the timeline problemFDA and CMS policy: the inpatient-only list, value-based care, and telehealth limboStablecoin rails and programmatic claims as a shot at healthcare's $1 trillion settlement costFrontier AI labs, the gain-of-function analogy, and cybersecurity over extinction talkAI and jobs: middle management, entrepreneurship, and community resilienceChapters0:00 Introduction and episode overview2:04 The shifting focus on the economy and debt levels3:59 Geopolitical changes and the move towards a multipolar world7:51 Healthcare system challenges and policy implications23:03 Venture capital trends and health tech investments35:00 Policy updates and regulatory environment in healthcare38:00 The role of AI and Web3 in industry transformation53:01 The societal impact of AI and future job markets1:02:00 Concluding thoughts and future outlooks#NationalDebt #FiscalDominance #Economy #Inflation #Midterms #VentureCapital #HealthTech #Biotech #HealthSystems #CMS #FDA #ValueBasedCare #Telehealth #RevenueCycle #Web3 #Stablecoins #Blockchain #AI #AISafety #FutureOfWork #Entrepreneurship #HealthcarePolicy
- Sep 18, 20261h 11m
208 - Hospital Margins Crater, Half of Hospitals Still Hide Prices, and OpenAI's $1.2T Question
In this episode, we explore Vic's takeaways from Nashville Healthcare Sessions and the OpenAI-HCA partnership, a Fed rate hike to 3.75%-4% under new Chairman Kevin Warsh, a wave of nine-figure health rounds, the hollowing out of hospital margins and price transparency compliance, a potential CRISPR successor called Viper, and OpenAI's $1.2 trillion valuation push amid new AI safety disclosures — with insights into market trends, policy changes, and technological innovations shaping the future of health and money.Key TopicsNashville Healthcare Sessions recap and the OpenAI-HCA partnershipJobless claims fall to 196K, but the labor-force participation rate tells a different story US housing starts slip as affordable inventory stays stuckThe Fed raises rates 25bps to 3.75%-4% under new Chairman Kevin WarshVC Rundown: Thatch hits a $1B valuation, Sling raises $123M, and Evvy raises $40MCMS expands the ACCESS model's chronic conditions for 2027More than half of hospitals still aren't compliant with price transparency rulesHospital operating margins fall to 1.4% amid outpatient slowdownsThe widening mental-health and turnover gap among physicians and Gen Z cliniciansViper: a newly discovered gene-editing system that may outperform CRISPRGSK commits up to $750M for a new multiple myeloma therapyTokenized securities get a 5-year SEC exemption after the Clarity Act fails in the SenateCircle launches its ARC stablecoin blockchain with BlackRock and VisaOpenAI's new AI safety incidents, its $1.2 trillion valuation push, and the case for AI product liabilityAI as a co-scientist: accelerating drug discovery at StanfordChapters0:00 Introduction — Vic recaps Nashville Healthcare Sessions and the OpenAI-HCA partnership2:13 Marcus on a loaded week in Nashville — family, civic work, and a strong portfolio4:21 Jobless claims fall to 196K, but the participation rate tells the real story6:49 US housing starts slip as affordable inventory stays stuck8:30 The Fed raises rates 25bps to 3.75%-4% under Chairman Kevin Warsh12:50 VC Rundown: Thatch secures $108M Series C, hits $1B valuation14:31 Sling raises $123M Series C for an oral GLP-1 rival15:03 Evvy raises $40M for vaginal microbiome research15:55 CMS adds more chronic conditions to the ACCESS model for 202717:29 More than half of hospitals still aren't compliant with price transparency rules21:17 Hospital operating margins fall to 1.4% amid outpatient slowdowns22:10 The mental-health gap widens between employed and independent physicians23:19 70% of Gen Z healthcare workers say they'll quit within a year25:28 Viper: a gene-editing system that may predate — and outperform — CRISPR27:08 Sickle cell's cure and the case that healthcare's old model is approaching deprecation31:14 GSK commits up to $750M for Chimeric Biosciences' multiple myeloma drug32:21 SEC rolls out a 5-year innovation exemption for tokenized securities34:30 Why the Senate's Clarity Act failed36:16 Circle launches ARC, a stablecoin blockchain, with BlackRock and Visa38:54 OpenAI discloses six new AI safety incidents tied to its Astra models39:50 Astra's misalignment problem — and why Jensen Huang calling it AGI is unsettling41:54 "Get control of your own models" — the case for AI product liability43:08 Talking to family about AI risk, and the UL/electricity analogy for AI safety53:21 Staying patient and clear with people who fear AI amid election-season hype56:00 Jensen Huang as master communicator — and why the labs need better spokespeople58:06 OpenAI eyes a $1.2 trillion valuation ahead of a potential IPO1:01:11 "Who's going to buy this?" — OpenAI's valuation vs. its business model and moat1:02:16 Open-source models close the gap and erode the frontier labs' moat1:06:21 AI as a co-scientist: Stanford researchers accelerate drug discovery1:08:19 Turning the corner — from chronicling healthcare's decline to its ascent1:08:43 What comes next: allocating a 10,000x increase in care capacity#FederalReserve #Inflation #JobsReport #Housing #VentureCapital #Biotech #CMS #PriceTransparency #HospitalMargins #PhysicianBurnout #GeneEditing #CRISPR #Oncology #Web3 #StablecoinPayments #SEC #AI #OpenAI #AISafety #DrugDiscovery #HealthcarePolicy
- Sep 12, 20261h 0m
207 - Sticky Inflation, Maternity Deserts, Drug Shortages, and AI's Doomsday Headlines
Health:Further — September 10, 2026In this episode, we explore sticky inflation and the widening cost-of-living gap, a wave of nine-figure biotech rounds, mounting political pressure on AI labs, the hollowing out of hospital service lines, and a Robinhood-chain experiment that turns everyday spending into equity ownership — with insights into market trends, policy changes, and technological innovations shaping the future of health and money.Key TopicsProducer price inflation and the Fed's narrowing path to a rate cutReal wage stagnation, housing affordability, and the K-shaped economyECB rate hike and Europe's economic squeezeBiotech season: three nine-figure rounds in immuno-oncology, rare disease, and pediatric CAR-TSenate scrutiny of OpenAI and the emerging case for AI liability$500 ACA rebate checks and politics ahead of the midtermsMedicare drug spending outrunning IRA projectionsMaternity ward closures and the hollowing out of hospital service linesProviders demanding payment upfront as payer-provider trust erodesBiosimilar pipeline gaps and universal cancer drug shortagesUnpaid Ebola workers and the global health funding gapTokenized equity, Robinhood's distribution advantage, and who owns your AI tracesChapters00:00 Introduction — Vic at TMC in Houston, Marcus in Mexico City01:57 Producer price inflation accelerates to 0.4% in August02:39 Six charts on how Americans really feel about the economy: real wages and housing affordability07:55 ECB raises its benchmark rate to 2.5% to quell inflation09:06 VC deal review — biotech season, three nine-figure rounds: 09:33 Solstice raises $225M Series A for next-gen CTLA-4 immunotherapy10:12 GV-backed Encoded raises $275M Series F for Dravet syndrome asset and manufacturing scale-up10:32 BrainChild Bio raises $116M Series A for CAR-T in pediatric brain cancer11:20 OpenAI faces a Senate probe into the Hugging Face breach — and the case for AI liability16:51 Trump pledges $500 checks to 1 million people for ACA overcharges18:54 Ominous outlook for Medicare drug spending: lower prices, higher volume22:16 Half of U.S. hospitals lack maternity wards as Medicaid cuts loom23:52 Tenet lays off 1,000+ Conifer employees amid CommonSpirit contract breakup24:53 Why more hospitals and doctors are asking patients to pay first30:25 Cheap biologic alternatives stall: 90% of brand biologics losing exclusivity have no competitor in development32:39 100% of cancer centers surveyed have at least one drug in shortage33:36 Novartis stock slides as the centerpiece of its $12B Avidity buyout flunks phase 334:38 Health & Us: unpaid Ebola workers let families touch the dead in the DRC38:45 <a hre
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About Health:Further
Every week, healthcare VCs and Jumpstart Health Investors co-founders Vic Gatto and Marcus Whitney review and unpack the happenings in US Healthcare, finance, technology and policy. With a firm belief that our healthcare system is doomed without entrepreneurship, they work through the mud to find the jewels, highlight headwinds and tailwinds, and bring on the smartest guests to fill in the gaps.
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