“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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