AH059 - Healthcare Sector Update & Outlook, with Bloomberg Intelligence's Jonathan Palmer

On this episode of the Astonishing Healthcare podcast, Bloomberg Intelligence's Jonathan Palmer (Sr. Equity Analyst & Team Lead, Healthcare) joins us in the studio for a discussion about the work his team does and the evolving landscape of health tech. Palmer notes interest in Hinge Health's potential IPO and how the market's receptivity to tech-enabled healthcare companies has improved recently. While these companies face pressure to demonstrate profitability amid evolving market dynamics, there's optimism about innovation on several fronts. He also explains the impact of health policy uncertainty and questions about what the FDA, FTC, DOJ, and CMS will do on investors' ability to place bets: ambiguity causes market hesitation, and investors gravitate toward safe havens.The discussion also covers areas of focus for 2025, including:Palmer's favorite Vanguards of Healthcare podcast episodes and why he enjoys speaking with private company CEOs and venture capital leadersBiopharma Innovation, including GLP-1s, oncology readoutsMedTech Advancements like surgical robotics, cardioablation, and evolving insulin delivery systemsCapital Spending Concerns as US providers and China's healthcare sector are under scrutinyHealthcare Services: online pharmacy growth and Medicare Advantage trendsReference Materials Courtesy of Bloomberg IntelligenceNorth America Managed-Care Policy OutlookN.A. Health-Care Tech, Distribution: 2025 OutlookRelated ContentVanguards of Health Care: How Capital Rx is Fixing America's Broken Drug PricingAH057 - How First-Movers are Taking Control of their Health Plans in 2025, with Jeff HoganAH047 - What Project 2025, RFK Jr., and Dr. Oz Could Mean for the Business of Healthcare Under TrumpAH046 - What's Hot In and Around the Pharmacy Supply Chain, with RSM's Tom EveganFor more information about Capital Rx and this episode, please visit Capital Rx Insights.