Sequel is combining the experience of its four co-founders to develop the next generation of insulin pumps, aiming to provide better delivery capabilities, CEO Alan Lotvin tells Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Lotvin sits down with BI analyst Matt Henriksson for an in-depth interview on the path insulin pumps have taken over the past 50 years to close in on a truly automated delivery system. They also discuss Sequel’s development of its twiist delivery system, designed to better titrate insulin injected into the body, and its strategy for commercial launch in 2025.

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“Our mission is to make cancer less deadly through widely accessible next-generation early-detection blood tests.” Susan Tousi, CEO of Delfi Diagnostics, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Tousi joins BI analyst Jonathan Palmer to discuss the company’s fragment-based liquid biopsy technology and the immense opportunity to save lives through early cancer detection. Starting with lung cancer via its FirstLook test, Delfi expects to expand more broadly into other cancer types and applications like monitoring with a focus on access and affordability. The conversation touches on the company’s core values and the large opportunity set afforded by recent funding rounds.

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Insulet’s Omnipod 5 automated insulin delivery (AID) system has avenues to expand as it’s revolutionized the way patients treat their diabetes, including the new indication for Type 2 diabetes, CEO Jim Hollingshead explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Hollingshead sits down with BI analyst Matt Henriksson for an in-depth interview on Insulet’s Omnipod patch pump technology, how on-the-body wear compares to traditional insulin pumps and opens access to patients still using syringes, and expansion opportunities with Omnipod 5 in international markets and with the Type 2 diabetic cohort in the US.Find this and other Bloomberg Intelligence podcasts at BI PODCASTS .

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“When I looked at the industry, I saw a real opportunity set to build a best-in-class sector-focused fund,” Lynne Chou O’Keefe, founder and managing partner of Define Ventures, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. O’Keefe joins BI analyst Jonathan Palmer for a deep discussion into Define’s unique approach to health-care investing, emphasizing the importance of both health-care and tech expertise. The two discuss the major trends shaping health care, including technology, consumerization and the evolution of the value chain. The podcast concludes with insights into the state of the market, including valuations, IPOs and potential consolidation.

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ClearPoint Neuro is changing brain surgery by developing a suite of new magnetic resonance (MR) navigation technology that aids minimally invasive procedures and drug-delivery capabilities, CEO Joe Burnett explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Burnett sits down with BI analyst Matt Henriksson for an in-depth interview on how the ClearPoint system helps surgeons by leveraging live MR imaging for enhanced accuracy with deep brain stimulation and biopsies. He also outlines plans for a full market release of its PRISM Neuro Laser, and how SmartFlow can help drug delivery, with nearly 50 pharma and biotech partnerships for combination therapy.

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ResMed’s leadership in sleep apnea stems from the combination of its digital-health ecosystem and new hardware to pair with smartwatches and wearables, CEO Mick Farrell tells Bloomberg Intelligence. The mix creates an end-to-end solution for diagnosis of sleep apnea, accelerated patient setup and resupply and proper data management to increase the adherence rate to 80%, he says. In this Vanguards of Health Care episode, Farrell sits down with BI analyst Matt Henriksson for an in-depth interview about how the company started as a spinoff from Baxter to become the market leader in sleep-apnea treatments. Those include novel technologies such as the AirSense 11 continuous positive airway pressure (CPAP) device and n30i mask. Farrell believes the rise of GLPs will have a “Botox effect” on sleep apnea, as patients become more aware of the disease and doctors use all available tools, including ResMed’s CPAP devices, to treat it.

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“Our liquid biopsy test alone, we estimate one in four cancer patients in the US are getting it,” Helmy Eltoukhy, cofounder and co-CEO of Guardant Health, tells Bloomberg Intelligence in this episode of the Vanguards of Health Care podcast. Eltoukhy joins BI analyst Jonathan Palmer to discuss the underpinnings of the liquid biopsy revolution and how Guardant has stuck to its technology road map since its founding in 2012, launching products in each of the three major market categories. The conversations also covers the company’s recent approval of its Shield colorectal screening test as well as many of the scientific and commercial challenges to standing up the business.

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Radical Catheter Technologies has developed a new design of catheters that takes ribbon technology of different stiffness (and colors straight out of a Dr. Seuss book) to make a near-infinite amount of transitions for optimized size and structure stability, Chairman Martin Dieck explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Dieck sits down with BI analyst Matt Henriksson to talk about Radical Catheter, how he sees the FDA approval of the 7F Radical Catheter for neurovascular procedures as the first step in the next generation of endovascular access and delivery products, and how he took the efforts to create credibility of the novel technology by building out the intellectual property and manufacturing capacity ahead of time.

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