“Let those winds of time blow over my head, I’d rather die while I’m living than live while I’m dead.” — Growing Older but Not Up, Jimmy Buffett I have always believed that music is a powerful force in emotional health. I can’t imagine anyone not having an emotional reaction to hearing certain songs, whether […]
Payer? Payor? Either Way, A Tough Sell
I have advised (and continue to advise) a number of companies large and small about go-to-market strategies and how to think about launch and market entry. There are, as you can imagine, huge differences in how to approach these depending on whether one is a pharma/medical device company, a health services company or a digital […]
Winter is Actually Here (Again)- What It Means for VCs and Startups
Ever since the stock market realized that gravity was a real thing, people have been asking me, often multiple times a day, what this may mean for the world of venture capital and startups. And because this is my third rodeo (I was in venture capital during the 2000 stock market mini-implosion (aka the Dot […]
Better Together? How to Evaluate Company Partnerships
Digital Health* – From Zero to Hero to ??
I had the pleasure of keynoting the recent UCLA Medtech Partnering Conference, where they asked me to speak on digital health,* and particularly its current state and where I see the opportunities and challenges over the next few years. I was happy to speak at this conference in part because it creates a forum to […]
Who’s On First? Attempting to Explain the U.S. Health Insurance Market
Unraveling the Magical Mystery of Valuation Math – How Do VCs Price Private Companies?
In the venture capital class I teach at Haas, the one topic that never fails to confuse is valuation, or how a private company is valued in an investment transaction. I’m not sure if it’s because math is hard, because valuation is based largely on not exactly math, or because it’s hard to keep track […]
Data: Exhaust or Exhausting? A Rant
I got an email this week from a smart and well-meaning entrepreneur. Despite the entrepreneur’s fine personal qualities, the email’s first paragraph had a total of 6 lines and in those 6 lines, it featured the word data 13 times. In other words, this email was beating the previously set world email record of using […]
Disruption or Deck Chair? Healthcare is Changing, But Will It Change for the Better?
Well, I’ve been afraid of changing ‘Cause I built my life around you -Landslide, Stevie Nicks Some of you may remember that old Calvin and Hobbes cartoon where Calvin builds a “Transmogrifier.” Basically it’s a magical cardboard box that, when you step into it, allows you to turn yourself into anything you want to be. […]
A (Picture) Book Club List for Would-Be Innovators
I was thinking a lot this week about what it takes for healthcare companies to adopt new innovations, particularly those that fundamentally change what has come before. The topic was top of mind because I was at the HealthXL Global Gathering where very large companies and many startups come together to collaborate in numerous permutations […]