Bryan Roberts
@BRobertsVC
Our 9th annual #HealthcarePrognosis results are in, and the findings this year are…interesting. We polled ~300 of our smartest #healthcare friends about founder mode vs. manager mode, exit expectations and AI, obviously. Check out the findings here: bit.ly/4jbjptq
Gazing into our healthcare crystal ball with my excellent colleague @bobkocher: Medicare Advantage waves; Apple does glucose monitoring; Cell therapy bounces back! fortune.com/2024/12/06/dr-…
We have the IT/data capabilities to do it and make it not a hard lift. For sure, one can not count on people doing the right thing all the time (like @AmylyxPharma - kudos to Josh & Justin) - but the benefit to all would make it worth the effort
Given how much struggle there was to pull Beva AA, you may be asking for too much flexibility from the regulatory system.
Will save some 80% of costs…lots of time…get great drugs out there…etc
An idea i can never get traction on: great drugs have strong effect sizes -> take <500 patients to see. Gross safety you also see in that sample size. Long tail safety takes 100K. So the 500-sev ‘000 patients are useless ->Conditionally approve on smaller #’s, track safety&recall
Great company in a hot market. @SukiHQ partnering with @RushMedical to make physicians more productive and happier. suki.ai/news/rush-deep…
Terrific step forward for independent workers by @StrideHealth and @DoorDash. bloomberg.com/news/articles/…
That would be the discounts when they are not going head to head v Element in an account...
My sources told me just now that the $ILMN Illumina discounts for NextSeq will be: 20% for P1 kits, 25% for P2 and 30% for P3. Still needs confirmation. P4 tentatively priced at $9/GB, 50% pricier than the @ElemBio AVITI equivalent.
'24-'25 is when VC's will understand how well they did their jobs in '20-'21...
Awesome approach &discoveries by @KoleRoybal and @jaehyukchoimd that dramatically changes our understanding of what is possible for solid tumor cell therapy. Formed the basis for Moonlight Bio. nature.com/articles/s4158…
.@bobkocher and I are BACK with another year of slightly less than super accurate prognostications about healthcare. All comments and criticism welcome!!! fortune.com/2023/11/14/ai-…
Nice survey results for @ElemBio from the Sequencing Buyers Guide...Even though the Guide is sponsored by the big dog in DNA sequencing...@ElemBio's Aviti come out on top!
Super fun, (beware - stream of consciousness) conversation about learnings over 3 boom-bust cycles with @Jason on @TWiStartups youtube.com/watch?v=Y7cYkt…
Healthcare landscape predictions...@bobkocher and I pull out the murky crystal ball - Let us know your favorite...or least. Happy holidays. fortune.com/2022/12/14/fro…
Chatting with @heathermirj is both fun and informative, always! Lucky to have her working to improve healthcare delivery at @solvhealth. venrock.com/running-throug…