Stream by AlphaSense has an ever-growing expert call library offering a range of industry perspectives. For healthcare enthusiasts, look no further for a May 2023 recap of expert call transcripts that provide deeper insights on trending healthcare topics, upcoming events and market movers. Check out expert insights on: PHG management changes; challenges facing EMBC, MDT, OMCL; ambulatory surgery center trends; weight-loss drugs, psilocybin-assisted therapies and more!
You’ll get a taste for these expert call transcripts below, but you can gain full access with a free trial of AlphaSense.
Top-Rated Stream by AlphaSense Expert Transcripts
A selection of Stream expert call transcripts that are particularly insightful, thought-provoking or unique.
Top-Rated Expert Transcripts in MedTech
- Philips: Former Unit CEO Is Optimistic Management Change Will Drive More Consistent Results for PHG – Former Unit CEO, Executive Vice President and Member of the Executive Committee at Royal Philips NV
- Embecta: Former R&D Manager Is Bearish on EMBC and Sees Competitive Challenges With Its Upcoming Pump – Former R&D Sourcing Manager at Embecta Corporation
- Medtronic: Former VP Thinks MDT Has a Credible Plan to Accelerate Growth but Still Faces Uncertainty From Clinical Risk and External Market Forces – Former Medtronic PLC Vice President
Top-Rated Expert Transcripts in Healthcare IT
- Certara: Former Senior Vice President Believes CERT Is the Market Leader for Simulation Software and SLP is a Distant Competitor – Former Senior Vice President at Certara Inc.
Top-Rated Expert Transcripts in Life Science Tools
- Catalent: Former Senior Scientist Thinks High Turnover and a Lack of Cross-Functional Communication Created Inefficiencies – Former Senior Scientist at Catalent Inc.
Top-Rated Expert Transcripts in Managed Care
- eHealth: Former VP Thinks There Are Long-Term Concerns About the E-Broker Industry – Former Vice President at eHealth Inc.
Top-Rated Expert Transcripts in Biotech/Pharma
- Eli Lilly: Oncologist Thinks LLY’s LY3537982 Looks Like a Me-Too Drug in the KRAS G12C Inhibitor Class for Non-Small Cell Lung Cancer – Oncologist at UH Seidman Cancer Center
Trending Healthcare Topics
Stream expert call transcripts that provide context to important industry topics.
Trend Toward Ambulatory Surgery Centers (ASCs)
The pandemic accelerated a trend away from inpatient hospital procedures toward outpatient procedures performed at ASCs. Experts at Stream expect this trend to persist and provide detailed insights into the challenges and opportunities it presents. Here’s a sampling:
- Former Customer Believes the Shift Away From Inpatient and Toward Outpatient Services Will Continue – Former Senior Vice President and Chief Clinical Officer at Legacy Health
- Former Ambulatory Director of Development Believes HCA Has Multiple Competitive Advantages in ASCs – Former Director of Business Development, Ambulatory Surgery Division at HCA Healthcare Inc.
- Surgeon Thinks ASCs Will Be Very Cost-Focused and Increasingly Demand Robots for No Upfront Capital – Former Orthopedic Surgeon and Partner at Proliance Surgeons
Omnicell Sales Slowdown
Sales of Omnicell’s automated dispensing cabinets for medication management have been slowing since last year, with the company citing macro dynamics such as customer labor shortages and hospital budget pressures.
However, this recent Stream interview with a former Omnicell director of operations indicates a lack of innovation and diversification are also factors and are unlikely to be readily resolved. This builds on similar opinions expressed by this former Omnicell regional sales director and this former Omnicell vice president during 1Q23 and 4Q22, respectively.
“I think [Omnicell]… overestimated the success or ease of bringing new solutions [to the market]. The next couple of years are going to be tough for them unless something changes dramatically, and I don’t even know what that might be.” – Former Omnicell Sales Director II
“Man, [Omnicell] is such a cabinet-based system. Until they come out with another type of cabinet, I don’t think [they can spur a new adoption cycle]… All the digital stuff that they’re talking about is a nice-to-have, but it’s just not going to move the needle from a revenue perspective. It’s just not.” – Former Omnicell Vice President North America
“The big companies, like [Becton Dickinson]… sell other products… That is one of the reasons it’s very hard [for Omnicell] to take too much market share… Omnicell is really stand-alone. I don’t know how they’re standing alone. Somebody should pick them up.” – Former Omnicell Director of Operations
Weight Loss Drugs: Room for More Entrants?
With the FDA expected to approve Eli Lilly’s Mounjaro by the end of the year as the second glucagon-like peptide 1 (GLP-1) based therapy for weight loss, will there be room in the market for additional GLP-1-based competitors?
An Endocrinologist who recently provided Stream with feedback on Viking Therapeutics’ VK2375 candidate thought so, citing the need for additional supply to meet the immense demand potential of GLP-1-based products. A second and third endocrinologist agreed. (See the Stream library for many more expert views on the weight-loss drug market.)
“I’m reasonably excited about [Viking’s VK2375], perhaps more than most me-too drugs… It looks comparable to what’s on the market, but there’s a need for more options and more affordable options. I think it will have a place.” – Endocrinologist with Optum Endocrinology
Option Care Health/Amedisys Deal
Option Care Health, a provider of post-acute care and infusion services, recently announced plans to acquire home health and hospice care company Amedisys, leaving investors with questions about the deal’s rationale.
This expert, a senior director with a competing home health company, believes the acquisition is “really promising” for Option Care Health and will likely expand the company’s addressable patient population.
“The [home health] skill set matches [that of] infusion, so now you’re empowering the same type of clinician to have a bigger skill set and tool box… The opportunity of those two companies coming together is really going to optimize all the things [they will] be able to do for a patient.” – Senior Director, Value-Based Provider Strategy at DispatchHealth Holdings, Inc.
Psilocybin-Assisted Therapy
Against a backdrop of growing interest in psilocybins for treating mental health conditions, three psychiatrists recently shared with Stream their reactions to Incannex Healthcare’s interim Phase II trial results for its PsiGAD psilocybin-assisted psychotherapy program for generalized anxiety disorder (GAD).
Although the study data was limited, all three experts were positive on the effectiveness of PsiGAD treatment and its potential to address a relatively large need.
“For a lot of people, it’s a very slow, expensive process [to treat GAD]… If there’s a chance [PsiGAD] may accelerate improvement, that would be largely beneficial to the field… There are millions of people that can potentially benefit from this type of treatment.” – Psychiatrist in private practice
“What I’m surprised by is that my colleagues who have no connection whatsoever to the world of psychedelic research… also are very excited [about psilocybin-assisted treatments]. I think they’re equally frustrated with the current paradigms.” – Psychiatrist in private practice
“I think you’d be surprised at how many people like the elderly, people you wouldn’t think would go for [PsiGAD], would go for it… I’ve seen that with ketamine.” – Psychiatrist in private practice
Coming Up in Healthcare
Stream expert call transcripts to help prepare for upcoming events.
Anticipated Launch: Neffy Epinephrine Spray
On May 11, an advisory committee recommended the FDA approve ARS Pharmaceuticals’ Neffy epinephrine nasal spray for severe allergic reactions, fueling expectations the treatment will be approved by the middle of the year and on the market by year end. In this Stream interview, as well as this one and this one, allergists share their opinions about Neffy and how it is likely to be used in clinical practice. Here’s one more for good measure.
American Diabetes Association (ADA) 83rd Scientific Sessions: June 23 – 26
With device and drug makers continuing to break new ground in diabetes treatments, the upcoming ADA annual conference is sure to attract strong interest. The Stream library is rich with expert transcripts to help you prepare for the event. For example:
Endocrinologist Thinks the Surprisingly Good HbA1c Reduction Data for BMEA Fusion’s BMF-219 in Type 2 Diabetics Is Intriguing – Endocrinologist at Columbia University
Endocrinologist Sees ABT’s Libre Becoming Increasingly Competitive in T1 While PODD’s O5 Is Gaining Share From TNDM – Endocrinologist at Georgetown University Hospital
Former Business Development Director Believes There Is Potential for Ultrasound to Transform the Diabetes Segment – Former Business Development Director at GE Healthcare
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Past Stream Healthcare Recap Issues:
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Alyees Qureshi, Content Marketing Specialist and Healthcare Lead
Vice President and Sector Head, Healthcare at Stream by AlphaSense
Sara has more than 16 years of experience generating sell-side research content across a variety of industries, including healthcare, which is her focus at Stream by AlphaSense. Sara has a passion for developing content that helps clients pursue their ideas and sparks new ways of thinking.
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