Thoughts on Healthcare Markets and Technology
Expert analysis of healthcare markets, health tech investment, digital health policy, and medical AI — for investors, entrepreneurs, and operators navigating the U.S. healthcare system. https://www.onhealthcare.tech
- Indexed videos, last 90 days
- 35
- Latest publication
- Sep 30, 2026
- Audience
- ~29 subscribers
- Earliest in this view
- Jul 7, 2026
Latest videos
The VC-Backed Health Tech Company the Industry Needs Right Now: A Neutral Clearing Utility (opens the original)
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In 1968, the NYSE closed Wednesdays because back offices couldn't move paper fast enough. The fix was a neutral clearing utility that nobody thinks about today. Healthcare has the same problem. It has never built the fix. The largest clearinghouse in the country is owned by the largest health insurer in the country. In Feb 2024 a ransomware attack took it dark for weeks. 9+ billion in emergency provider advances. 2.2 billion in direct costs. 190 million records exposed. That is a structural prob
How the CY2027 Clinical Lab Fee Schedule Reset and Eight New Business Models Entrepreneurs (opens the original)
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CMS just dropped preliminary CY2027 Clinical Lab Fee Schedule rates. Medicare has been overpaying for lab tests by ~16% vs commercial prices. Over 6,400 labs reported. About 77% of priced codes are going down. Here is what that means. The category breakdown: genomic sequencing down 23%, molecular pathology down 22%, microbiology and immunology each down ~19%, chemistry down 16%. But proprietary single-source lab codes? Down only 2.4%. Pricing power is real when you are the only lab running the t
Why Parkinson's Neuromodulation Finally Got Smart and Still Cannot Scale (opens the original)
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A viral brain surgery video shocked the internet this year. Surgeons paused a Parkinson's tremor in real time. Comments went wild. The technique is from the 1990s. What actually changed in 2025 is something far less visible and far more consequential. In February 2025, the FDA approved the first closed-loop deep brain stimulation system for Parkinson's. Instead of holding one constant amplitude, it reads beta-band brain signals in real time and adjusts. The pivotal trial showed 91% of patients i
Nucleus Genomics says their AI can pick an embryo from your IVF cycle w 14 points higher IQ points (opens the original)
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Nucleus Genomics says their Vitruvian model can optimize embryo DNA for 14 IQ points. The claim traveled fast. Here is what the number actually means - and what it does not. First: nothing is being edited. No CRISPR, no sequence changes. Vitruvian scores embryos that already exist from an IVF cycle and ranks them. The DNA is fixed. The selection order is what changes. Calling that optimization is a word choice doing a lot of work. The 14-point figure does not come from the technical docs. Those
Nucleus Genomics says Vitruvian can optimize embryo DNA for 14 IQ points (opens the original)
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Warren's physician bill says it targets Wall Street. The operative language hits any non-licensee controlling a medical practice. Those are not the same list. The friendly physician corporation structure is dumber than you think. One management services agreement plus one stock transfer restriction equals functional ownership with zero technical ownership. Every major physician platform files SEC statements asserting the management company controls and absorbs the economics of the practice. The
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Measured Sep 19, 2026
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