Latest / Best of LinkedIn: Digital Transformation & Tech / Best of LinkedIn: Health Tech CW 48/ 49
Transcript
- 0:00Speaker 1: This episode is provided by Thomas Allgeier and Frannis, based on the most relevant LinkedIn posts on health tech in CW-Forty-Eight and Forty-Nine.
- 0:09Speaker 1: Frannis equips product and strategy teams with market and competitive intelligence to navigate the health tech landscape.
- 0:15Speaker 1: Welcome back.
- 0:16Speaker 1: Today we are doing a deep dive into the health tech landscape, looking at the key strategic moves and the big breakthroughs from the last couple of weeks of LinkedIn posts.
- 0:25Speaker 1: And the signal we're picking up is, well, it's pretty clear.
- 0:29Speaker 0: It is.
- 0:30Speaker 0: The industry is past the point of just casual experimentation.
- 0:33Speaker 1: Right.
- 0:33Speaker 1: It's not about pilots anymore.
- 0:35Speaker 1: Exactly.
- 0:35Speaker 0: I mean, if you had to boil it all down, the real story is this shift from pilots to actual operational rollout.
- 0:42Speaker 0: The focus isn't just on what a technology can do in a lab.
- 0:45Speaker 1: It's about how it works in the real
- 0:46Speaker 0: world.
- 0:47Speaker 0: Yeah.
- 0:47Speaker 0: How it integrates into a clinical workflow, how it connects to the data, and maybe most importantly, how you get paid for it.
- 0:52Speaker 0: It has to be payment ready.
- 0:54Speaker 1: So that financial and clinical loop is finally tightening.
- 0:57Speaker 1: Tech is being judged on its ability to scale, not just its novelty.
- 1:01Speaker 0: Precisely.
- 1:02Speaker 0: And to make sense of all this, we've grouped the insights into four main clusters.
- 1:07Speaker 0: First, how AI strategy is maturing.
- 1:10Speaker 0: Second, the massive shifts in diagnostics and imaging, especially with everything coming out of the RSNA conference.
- 1:16Speaker 0: Okay.
- 1:16Speaker 0: Third is the expansion of robotic surgery.
- 1:19Speaker 0: And finally, the big strategic moves in digital care delivery and, you know, the whole ecosystem that ties it all together.
- 1:26Speaker 1: Okay, let's unpack this.
- 1:27Speaker 1: And I think we have to start with the biggest driver of change, right?
- 1:31Speaker 1: Artificial intelligence.
- 1:32Speaker 1: We've talked about pilots for years, but what does this new strategic phase actually look like?
- 1:38Speaker 0: It looks like architecture.
- 1:40Speaker 0: I mean, Bill Russell made a great point that too many health systems have something like forty AI tools and no architecture.
- 1:45Speaker 1: That's not a strategy.
- 1:47Speaker 1: That's just a shopping
- 1:47Speaker 0: habit.
- 1:48Speaker 0: It's a shopping habit that creates a ton of integration debt.
- 1:51Speaker 0: He says the new leaders are becoming Renaissance architects.
- 1:54Speaker 0: Renaissance
- 1:55Speaker 1: architect.
- 1:55Speaker 1: I like that.
- 1:56Speaker 1: But what does it really mean?
- 1:57Speaker 1: Is that just a fancy new name for a CIO?
- 1:59Speaker 1: Well,
- 1:59Speaker 0: not quite.
- 2:00Speaker 0: The Renaissance part implies a total rethink of the foundation.
- 2:05Speaker 0: A CIO manages IT.
- 2:07Speaker 0: A Renaissance architect is building the blueprint for clinical transformation.
- 2:12Speaker 0: They're not just buying another point solution.
- 2:14Speaker 1: They're designing the whole system from the ground up to connect all the data and anticipate how the workflow is going to change.
- 2:21Speaker 0: Exactly.
- 2:22Speaker 0: and to prepare for those complex reimbursement pathways we just mentioned.
- 2:26Speaker 1: That makes perfect sense because without that architecture you lose all the efficiencies everyone is so excited about.
- 2:32Speaker 1: Sameer Saleem pointed out that professionals are, you know, thrilled about AI enhancing outcomes and reducing costs.
- 2:37Speaker 0: But excitement doesn't fix a broken operational structure.
- 2:40Speaker 1: No, it doesn't.
- 2:42Speaker 0: And that structure, it absolutely has to be clinician led.
- 2:46Speaker 0: Christa Calpe highlighted the AMA's launch of the Center for Digital Health and AI.
- 2:51Speaker 0: It's a bit of a defensive move, but it's necessary.
- 2:53Speaker 1: To make sure physicians are shaping the policy up front, not just dealing with the messy aftermath of a new tool.
- 2:59Speaker 0: Right.
- 2:59Speaker 0: You need it to fit the workflow seamlessly from day one.
- 3:02Speaker 1: And a huge signal of market maturity is when the regulators finally step up.
- 3:07Speaker 1: We saw that in the U.S.
- 3:08Speaker 1: with the proposed Health Tech Investment Act, which Christian Usman and John Cole mentioned.
- 3:14Speaker 1: It's designed to improve Medicare reimbursement for validated AI software.
- 3:18Speaker 0: Payment friction is the ultimate killer of scale.
- 3:21Speaker 0: So tackling that unlocks everything.
- 3:24Speaker 0: And while the U.S.
- 3:24Speaker 0: system is playing catch up on payment, consumers are already way ahead.
- 3:28Speaker 0: A survey in Germany from Privgo's Dr.
- 3:31Speaker 0: Michael Quinton showed that twenty-five percent of citizens are already using AI tools.
- 3:36Speaker 1: Twenty-five percent?
- 3:37Speaker 0: Wow.
- 3:37Speaker 0: Yeah.
- 3:38Speaker 0: Things like symptom checkers for health questions.
- 3:40Speaker 1: That's a huge uptake.
- 3:41Speaker 1: Which puts immediate pressure on ethics and governance, I'd imagine.
- 3:44Speaker 0: It does.
- 3:45Speaker 0: And a systematic review from Jan Beger found a really critical gap here.
- 3:49Speaker 0: Hospital-based AI research talks a lot about ethics, but it almost never operationalizes those principles.
- 3:55Speaker 1: What do you mean by that?
- 3:56Speaker 0: Well, most worryingly, only six percent of the studies he looked at even addressed sustainability or the environmental costs of training these huge models.
- 4:03Speaker 1: Wow, so they're completely ignoring the data's carbon footprint.
- 4:06Speaker 0: Exactly.
- 4:07Speaker 0: And when you ignore these things, you get resistance.
- 4:10Speaker 0: Sigrid Bergen and Assim Khan really reinforced this.
- 4:13Speaker 0: They said AI strategy fails without early, inclusive co-creation.
- 4:18Speaker 1: So bring everyone to the table from day one.
- 4:21Speaker 0: Or else clinicians show a fight-or-flight response.
- 4:24Speaker 0: which leads to the low adoption we see all the time.
- 4:27Speaker 1: And while hospitals are sorting out governance, Big Pharma is just sprinting ahead on R&D.
- 4:32Speaker 1: Wolfgang Schleifer highlighted NVIDIA's partnerships with companies like Eli Lilly.
- 4:37Speaker 0: Oh yeah, they're building a full-on AI factory to train models.
- 4:40Speaker 1: It's not just a tool for them anymore.
- 4:41Speaker 1: It's a complete transformation of their R&D pipeline to, you know, drastically cut drug discovery timelines.
- 4:48Speaker 0: Let's pivot now to that second cluster, diagnostics, imaging, and radiology.
- 4:53Speaker 0: The recent RSNA conference proved that imaging is probably the fastest runway for scalable AI adoption right now.
- 5:00Speaker 1: And it's not just about image quality, is it?
- 5:01Speaker 1: It's about resilience.
- 5:02Speaker 1: Resilience,
- 5:03Speaker 0: yes.
- 5:04Speaker 0: And that starts with solving a massive geopolitical and supply chain headache.
- 5:08Speaker 1: Healing.
- 5:08Speaker 1: Healing.
- 5:09Speaker 0: Rakesh Kumar and others, we're all talking about Phillips unveiling of the three Tesla Blue Seal MRI.
- 5:15Speaker 0: It's a near zero helium system.
- 5:17Speaker 1: Near zero.
- 5:17Speaker 1: Okay.
- 5:18Speaker 1: Why is that specific detail such a huge breakthrough?
- 5:21Speaker 0: because a typical MRI scanner needs about fifteen hundred liters of liquid helium to stay cool.
- 5:28Speaker 0: And helium is scarce, it's non-renewable, and the supply chain is incredibly volatile.
- 5:33Speaker 1: So if your helium runs out, your multi-million dollar scanner is basically a paperweight for weeks.
- 5:38Speaker 0: Or months, yeah.
- 5:39Speaker 0: Removing that dependence just fundamentally changes the entire operational life cycle for an MRI system.
- 5:45Speaker 0: It means more uptime, lower cost, and one less massive headache for the hospital.
- 5:49Speaker 1: That's a fantastic example of hardware and material science solving a core operational problem.
- 5:54Speaker 1: And beyond the hardware, AI is improving the images themselves.
- 5:58Speaker 0: Precisely.
- 5:59Speaker 0: Killian Salty noted how deep learning reconstruction, specifically ARREC and DL, is dramatically improving the quality of arterial pancreas MRIs.
- 6:07Speaker 0: You get sharper images, better lesion detection.
- 6:09Speaker 0: All
- 6:10Speaker 1: while keeping the patient's breath hold really short.
- 6:12Speaker 0: Around twenty-two seconds.
- 6:13Speaker 0: Okay.
- 6:13Speaker 0: Which is great for patient throughput and of course clinical confidence.
- 6:16Speaker 1: So if AI is handling more of the processing and analysis, the radiologist's role has to be changing pretty profoundly.
- 6:23Speaker 0: It is.
- 6:23Speaker 0: Matthias Goyen put it very clearly.
- 6:25Speaker 0: The future is human-led collaboration with AI.
- 6:29Speaker 0: Radiologists are shifting from just being image readers to becoming orchestrators.
- 6:33Speaker 1: Turning all that data into actual wisdom.
- 6:35Speaker 0: Exactly.
- 6:36Speaker 0: And you see that backed up by tools like GE Healthcare's Imaging Three Sixty, which Simon Philip Ross detailed.
- 6:43Speaker 0: It uses AI to automate analysis and optimize things like scheduling and device use.
- 6:47Speaker 1: And here's where it gets really interesting.
- 6:49Speaker 1: Connecting this back to that macro trend of longevity and early detection, especially in cardiology.
- 6:54Speaker 0: Right.
- 6:54Speaker 0: Longevity demands you shift the diagnostic timeline way earlier.
- 6:59Speaker 0: Kirk Sanford detailed a non-invasive tool called CADScore.
- 7:02Speaker 0: It uses acoustic AI to listen for subtle turbulence in blood flow.
- 7:06Speaker 1: To detect plaque buildup without any radiation.
- 7:09Speaker 0: And it delivers over ninety-six percent diagnostic certainty.
- 7:12Speaker 1: That kind of certainty from a non-invasive tool is a profound game changer for preventative medicine.
- 7:18Speaker 0: And the validation is accelerating.
- 7:21Speaker 0: Campbell Rogers confirmed that heart flow plaque analysis is now the most clinically validated framework for CAD risk stratification.
- 7:28Speaker 0: Dr.
- 7:29Speaker 0: Emery Urturk even predicted that by twenty thirty, AI-enhanced multimodal imaging combining ECHO, CMR, and CT will probably be the new diagnostic standard.
- 7:38Speaker 1: It's all about that AI-driven convergence.
- 7:41Speaker 0: Let's move into the operating theater now.
- 7:43Speaker 0: And that third cluster of robotic surgery and interventional tech.
- 7:46Speaker 0: If we can see better with AI, the goal is now to make the intervention less invasive and crucially more accessible.
- 7:53Speaker 1: That accessibility part is key, isn't it?
- 7:55Speaker 0: It is.
- 7:56Speaker 0: Ilani Dalinon highlighted CMR surgicals versus system.
- 7:59Speaker 0: It's modular, it's miniaturized, a truly digital native robot.
- 8:04Speaker 0: The whole design is about lowering the typical barriers to entry for minimally invasive surgery.
- 8:08Speaker 1: Like the huge cost.
- 8:10Speaker 1: the space it takes up and the steep learning curve of older systems.
- 8:13Speaker 1: Exactly.
- 8:14Speaker 0: This is what helps push adoption globally.
- 8:16Speaker 0: Meanwhile, the big established players are expanding into new clinical areas.
- 8:19Speaker 0: Medtronic's Hugo-RES system is a perfect example.
- 8:23Speaker 0: It just got FDA clearance for urologic procedures, showing real precision and prostatectomy.
- 8:29Speaker 0: Bob Reddy and Dr.
- 8:30Speaker 0: James Porter emphasized that its modular arms improve flexibility and ergonomics for the surgeon.
- 8:36Speaker 1: And they can operate from an open workstation, which improves communication with the whole team.
- 8:40Speaker 1: A
- 8:41Speaker 0: huge deal for human factors in the OR.
- 8:43Speaker 0: And we're seeing robotics move outside the operating room entirely.
- 8:47Speaker 0: Petra Teglis shared news about a rice-sized, magnetically guided robot.
- 8:51Speaker 0: Tiny
- 8:52Speaker 1: little
- 8:52Speaker 0: bot.
- 8:53Speaker 0: Designed to break apart kidney stones without surgery.
- 8:56Speaker 0: It really points to a future of safer, less invasive, interventional platforms.
- 9:00Speaker 1: And speaking of blurring boundaries, Austin Chiang called up the artificial boundary between surgery and endoscopy.
- 9:07Speaker 1: He's advocating for more collaboration.
- 9:10Speaker 0: Because the turf war is just slowdown innovation and hurt patients.
- 9:14Speaker 0: He argues patients benefit most from convergence, like with endoluminal robotics.
- 9:19Speaker 0: But the medical training models just haven't kept up.
- 9:21Speaker 0: It
- 9:21Speaker 1: seems like a solvable problem, though.
- 9:23Speaker 0: It is.
- 9:24Speaker 0: Dr.
- 9:24Speaker 0: Quinlan D. Buchlak noted a similar kind of strategic complexity with TVI.
- 9:29Speaker 0: Post-TVI coronary access is becoming a critical issue.
- 9:32Speaker 1: Okay, hold on.
- 9:32Speaker 1: For those who don't follow cardiology that closely, can you quickly break down what TVI is and why access afterwards is a problem?
- 9:40Speaker 1: Sure.
- 9:40Speaker 0: TVI is transcatheter aortic valve implantation, a minimally invasive way to replace the aortic valve.
- 9:47Speaker 0: The issue Dr.
- 9:48Speaker 0: Booklack raised is that as the tech gets better, it's being used in younger, healthier patients.
- 9:53Speaker 1: So they'll live longer and need more procedures down the road.
- 9:55Speaker 1: Exactly.
- 9:56Speaker 0: If you get a Pavi-i in your sixties, you'll likely need future coronary work.
- 10:00Speaker 0: But that TBI valve can make it surgically much harder to access the coronary arteries later on.
- 10:05Speaker 0: It's a huge, long-term strategic consideration.
- 10:08Speaker 1: Integration complexity in action.
- 10:10Speaker 1: Okay, let's hit our final cluster.
- 10:12Speaker 1: digital care delivery strategy and the ecosystem because all these breakthroughs need a way to scale and that means solving access and delivery.
- 10:20Speaker 0: Absolutely.
- 10:21Speaker 0: Sima Verma talking about Oracle's commitment detailed a plan to use AI and even lower earth orbit satellites to revolutionize rural health care in the US.
- 10:29Speaker 1: A direct technological response to provider shortages and hospital closures.
- 10:34Speaker 0: But scaling digital health also requires excellence in the back office.
- 10:38Speaker 0: It's not all about the clinical evidence.
- 10:41Speaker 0: Josefa Dahud showed this perfectly with PhysiTrack, a digital rehab platform.
- 10:46Speaker 1: They used NetSuite to manage their finances across five different countries.
- 10:50Speaker 0: Right.
- 10:51Speaker 0: It proves that streamlined operations and automation are just as vital to success as the core technology itself.
- 10:57Speaker 1: That efficiency is what enables those big reimbursement milestones, too.
- 11:01Speaker 1: Martin Kirchberger shared some great news from Switzerland.
- 11:04Speaker 1: A
- 11:04Speaker 0: huge policy step.
- 11:05Speaker 1: Yeah, their health authorities have cleared the way for mandatory insurance reimbursement for digital health apps, they call them DGA, for cognitive behavioral therapy, starting in July, twenty twenty six.
- 11:16Speaker 0: That's the key to unlocking scale for digital therapeutics in Europe.
- 11:20Speaker 0: But that scale requires data to flow freely.
- 11:23Speaker 0: We're seeing progress with things like the Lumio RHIS and the Azores Digital Health Project, which Thomas Shabetzberger highlighted.
- 11:29Speaker 0: Building
- 11:30Speaker 1: those bridges for deity exchange between organizations.
- 11:33Speaker 0: But even with a great EMR, you still hear about end user burnout.
- 11:37Speaker 1: All the time.
- 11:37Speaker 0: Vivek Arora explained why.
- 11:40Speaker 0: EMR success depends on collaboration between four teams.
- 11:43Speaker 0: Implementation, application management, infrastructure, and client operations.
- 11:48Speaker 0: If they don't work together, the end users, the doctors, and nurses feel unsupported.
- 11:53Speaker 0: It's an operational failure, not a tech failure.
- 11:55Speaker 1: And finally, there's a profound moral and financial case to be made here.
- 12:00Speaker 1: Lisa Gurry brought up the urgent need for genomic newborn screening.
- 12:04Speaker 0: This really ties it all together.
- 12:06Speaker 0: We have the science right now to diagnose rare diseases at birth instead of making families wait five years for symptoms to show up.
- 12:13Speaker 0: And the cost of not doing it is staggering and estimated one trillion dollars a year in the U.S.
- 12:19Speaker 0: alone.
- 12:20Speaker 1: A trillion dollars.
- 12:21Speaker 1: It makes early data driven intervention not just a moral obligation but a clear financial imperative.
- 12:27Speaker 0: So when you synthesize all this AI driving strategy, resilient imaging, solving real-world problems, robotics getting more accessible, and digital platforms focusing on operational efficiency, the big picture is one of deep integration.
- 12:39Speaker 1: It's moving beyond just isolated devices.
- 12:41Speaker 0: Exactly.
- 12:42Speaker 0: We're seeing massive collaborations like Mayo Clinic and GE Healthcare, and new workflow.
- 12:47Speaker 0: AI startups, as Blake Tindall noted, are acting as the glue to connect devices, diagnostics, and care.
- 12:53Speaker 0: And
- 12:54Speaker 1: that structural shift is driving the big macro trend, Mark Sluigas pointed out, the transition from disease care to well care.
- 13:00Speaker 1: This shift, with an estimated eight hundred and fifty billion dollar annual market, means everyone has to start integrating prevention and longevity into their core strategy.
- 13:08Speaker 0: Indeed.
- 13:09Speaker 0: If all these technologies are successful, the whole industry's purpose changes from just reacting to sickness to proactively maximizing well-being.
- 13:17Speaker 1: Which brings us to our final provocative thought for you to consider.
- 13:21Speaker 1: If the future of health tech is truly pivoting toward maximizing wellness and optimizing prevention, what does your product roadmap look like?
- 13:29Speaker 1: Is data-driven prevention baked in from the start, or is it still just an afterthought?
- 13:34Speaker 1: If you enjoyed this deep dive, new episodes drop every two weeks.
- 13:37Speaker 1: Also, check out our other editions on ICT and tech insights, defense tech, cloud, digital products and services, artificial intelligence, and sustainability, and green ICT.
- 13:46Speaker 1: Thank you for joining us for this analysis of the HealthTech landscape and make sure you subscribe so you don't miss the next one.