LRVHealth

Healthcare was not a major focus during the 2024 election where other key issues drove most of the discussion. This left a vacuum around specific healthcare policies and what to expect from a second Trump Administration. With few details available and political capital to spend from the ‘red sweep’ this election, healthcare stakeholders are pondering how much of the incoming administration’s preference for disrupting the status quo will extend to the healthcare industry. For the third episode in a four part series on election implications – and the first one since votes were counted and winners declared – J.P. Morgan analyst Lisa Gill joined Keith J. Figlioli on the Healthcare is Hard podcast to analyze the outcome. Lisa has more than three decades of healthcare industry experience and has spent most of her career at J.P. Morgan where she has been covering the healthcare services industry for the last 27 years. Keith talked to Lisa about the lessons she’s learned covering healthcare for several decades, and asked her to share her outlook for what to expect in the months and years ahead. https://lnkd.in/e_DmpBd6

Yesterday, Keith J. Figlioli spoke on a panel exploring the impact of venture capital and private equity in healthcare at the National Center for Healthcare Leadership (NCHL) 2024 Executive Forum alongside David Ertel, Keith Pitts, Cathy Jacobson and Amy Christensen.??? ?? NCHL, thank you for gathering leaders for a great event this week & Anthony Stanowski, thank you for the photo!?

“If I had to characterize the first chapter of behavioral health investment, it was really around thinking about how you can use digital health to expand access. There was a real problem with supply and demand, and behavioral health is one of the best use cases for telehealth.”?? ? Ellen Herlacher sat down with David Raths at Healthcare Innovation to discuss what came out of the first chapter of behavioral health investment, where there was success, and where things went wrong.?? ? Read the full Q&A to learn where LRVHealth is focusing our energy today in behavioral health: https://lnkd.in/eb2hyn8u

Thanks to Fierce Healthcare for a great event this week at the Fierce Health Payer Summit in Austin, TX. Their team pulled together and drove discussions on a lot of important topics, with panels that included LRVHealth, our portfolio companies and other industry leaders.? ?? Josh Flum joined a discussion about PBMs and the challenging realities of rising drug costs as amazing new therapies come to market. He offered perspective about how innovators and incumbents can work together.? ?? Humata Health’s Jeremy Friese, MD was on a panel about prior authorization where he talked about the ability for AI to help remove friction for payers, providers and patients. He said AI should only be allowed to “say yes” and can do so quickly, narrowing the scope of cases that require human intervention, as Fierce explained in their Day 1 recap: https://lnkd.in/gdzJjZWY Socially Determined’s James Beem brought perspective to a session on Medicare Advantage about using data to better understand and address social risk, and making sure individuals are accessing the benefits that can address their specific needs.? ?? Thank you Chris Hayden, Paige Minemyer, Heather Landi, Anastassia Gliadkovskaya and the rest of the Fierce team for bringing this all together!? ?? #FierceHealthPayerSummit??

Coming out of the #BHT2024 this week, MedCity News shared a great piece on where leaders are seeing the most promise and progress in mental health care. One area Marissa Plescia highlighted was “startups addressing costly needs.” Ellen Herlacher explained: “There are many startups doing important work in mental health but are struggling to get paid for it. However, there are several startups that are bucking this trend. These are companies that are effectively addressing costly conditions for payers, who are paying these startups a significant amount of money in return.” Thank you, Behavioral Health Tech, for hosting such an impactful event that sparked important discussions around expanding access to behavioral health through technology, health equity, and innovation.? ? https://lnkd.in/gpnwAUuB ?

Heading to Phoenix for the Behavioral Health Tech Conference this week??? ?? Don't miss Ellen Herlacher's panel, "Investment Trends in Behavioral Health: Current Status and Future Directions." She'll be sharing insights on the current landscape and where the field is headed.?? ?? Ellen will be joined on the panel by Jenna Ciotti from Transformation Capital, Carmine Di Maro from One Mind, Daisy Wolf from Andreessen Horowitz, and Matthew Holt from The Health Care Blog.?? ?? #BHT2024? ?? https://lnkd.in/gyZZzt_F

We are already looking forward to the Emerge Innovation Experience, a new program at #HIMSS25 being shaped by an incredible group of healthcare innovation leaders including our very own Lise Courtney D'Amico, MBA! More info on this program for innovators and investors here: https://lnkd.in/evAu8q-x HIMSS Global Health Conference & Exhibition HIMSS

With the White House and Congress up for grabs this election, anticipation in the healthcare industry is high. Shifts in healthcare policy will influence how care is paid for and delivered, which will of course influence the flow of investment dollars in both public and private markets.? ? During the first episode of a four-part "Election Implications" series of the #HealthcareIsHard podcast, beltway insider Julie Barnes laid out potential scenarios of the direction healthcare policy might take depending on election outcomes. Part 2 of the series zooms in on healthcare investing.? ? For more than 20 years – and now six presidential election cycles – Richard Close has covered the healthcare space as a Wall Street analyst. He was one of the first analysts covering healthcare technology and as Managing Director, Digital and Tech-Enabled Health Equity Research at Canaccord Genuity Group Inc., he focuses on introducing the investment community to disruptive and innovative companies that are leading the digital transformation in healthcare.? ? Here's Richard’s conversation with Keith J. Figlioli: https://lnkd.in/eTi_e5An

We’re thrilled to announce that for the fourth year in a row, we’ve been named to Inc. Magazine's Founder Friendly Investors list! This annual list recognizes investors with strong track records in supporting and actively collaborating with the businesses they invest in.?? ?? What makes this recognition especially meaningful is that it’s based on insights shared by the founders we’ve supported, including those who have exited our portfolio. A big thank you to our portfolio companies for taking the time to share their experiences – it’s truly an honor to support such dedicated entrepreneurs.?? ?? We’re always interested in meeting founders who are driving transformational change in healthcare. If you know someone our team should connect with—or if this is you—please reach out! https://lnkd.in/e5SNdkd9

At the American Cancer Society’s BrightEdge Summit this week in Cambridge, MA you can catch Keith J. Figlioli on a panel titled, “Artificial Intelligence in Oncology and Care Delivery.” Also, keep an eye out for Adeyoola Adeniji, who’s been deep into researching #oncology care, the challenges that exist, and the potential opportunities for entrepreneurs and incumbents to work together for a brighter future. Check out her recent MedCity News byline on the topic: https://lnkd.in/gPScGscS