The healthcare industry is off to a dynamic start in 2023, and so far, March has been no exception! Stream expert call transcripts bring meaning to important market events, so check out our March 2023 Stream Healthcare Recap for expert insights on 2024 Medicare Advantage rates, AI in healthcare, FDA drug approval decisions and more!
You’ll find a sneak peek of these expert call transcripts below, but you can gain full access with a free trial of Stream.
Top-Rated Transcripts in Biotech/Pharma, Healthcare Technology, Life Sciences Tools, and MedTech
A selection of Stream expert call transcripts that are particularly insightful, thought-provoking or unique.
Biotech/Pharma
- UCB-BB: Former VP Believes Replenishing the Pipeline Will Be A Challenge For UCB-BB – Former Vice President, Global Head of Patient Experience and Technology Practice at UCB SA
- GSK: Nephrologist Sees Challenges Ahead for GSK’s Daprodustat Following Its Limited FDA Approval – Nephrologist who treats patients, manages dialysis units, and is a professor at Yale Medicine
Healthcare Technology
- AMZN: Physician With a Concierge Medical Practice Has Doubts About Whether AMZN Clinic Is Really Meeting a Demand – CEO and Chief Medical Officer, Founder and Clinician at Empowered Health Concierge Medicine Group
Life Sciences Tools
- PACB: Former Director Is Increasingly Bullish on PACB but Acknowledges Taking Share From ILMN Will Be a Challenge – Former Director, Business Development at Pacific Biosciences of California
MedTech
- JNJ: Former Commercial Vice President Believes Development of a Surgical Robot Is Crucial to the Future of JNJ’s Ethicon – Former Vice President, Commercial – Oncology, Cardiovascular, Bariatric, Transplant, Neurosurgery at Johnson & Johnson MedTech
Trending Topics
Stream expert call transcripts that provide context to important industry topics.
Medicare Advantage (MA)
The proposed 2024 MA rates released by the Centers for Medicare & Medicaid Services in early February were well below investor expectations. Nevertheless, Stream experts interviewed since then have expressed relatively positive outlooks on MA enrollment.
“If the [MA] plans simply pass on the premium increases and hold benefits steady, I don’t foresee a number of people choosing to go back to traditional Medicare. Human beings don’t really like to change.” – Former Senior Director of Medical Cost Strategy & Management at Humana Inc.
Artificial Intelligence (AI)
With AI buzz seemingly everywhere, Stream’s expert transcript library offers deep insights into how healthcare companies across a range of sectors are incorporating AI into their business models.
“CVS, for example, has brought in a lot of folks from Google, McKinsey, Boston Consulting Group… and the idea is to level up on [their] digital analytics capabilities. In that measure, I felt AbbVie was two steps behind in both recognizing that [AI] talent is necessary, and second, being able to execute on bringing that talent in.” – Senior Manager, Commercial Strategy & AI/ML at AbbVie Inc.
Recent FDA Drug Approval Decisions
Stream interviews conducted prior to recent FDA approvals for APLS, RETA, TVTX – and a decision extension for ALPMY – provide insight into physicians’ anticipated use of these drugs. Here’s a sampling:
- Ophthalmologist Thinks Use of APLS’ Pegcetacoplan Will Be ~30-40% of Patients With GA When It Gets Approved – Retina Specialist at the University of Pennsylvania
- Neurologist Wants FDA to Approve RETA’s Omaveloxolone for Friedreich’s Ataxia and Would Incorporate It Into Practice – Neurologist at the University of Louisville
- Nephrologist Is Positive on TVTX’s Sparsentan and Believes It Will Be Adopted Immediately for IgA Nephropathy Patients – Nephrologist at Montefiore Medical Center
- OBGYN Believes There Is Great Potential for ALPMY’s Fezolinetant as a Non-Hormonal Option for Women With Menopause – OBGYN at Southern Connecticut Women’s HealthCare Associates
Pulsed Field Ablation (PFA)
MDT’s March 6th presentation of better-than-expected study results for its PulseSelect PFA system supports Stream experts’ optimistic outlooks for the emerging technology, which is also being developed by ABT, AFIB, BSX and JNJ.
“In my opinion… in the next three or four years, PFA [will] take [over] the market nearly completely.” – Consultant and interventional rhythmologist with Mater Private Hospital in Dublin
Non-opioid Pain Medications
LLY’s recent licensing of an early-stage non-opioid pain candidate has brought non-opioid pain therapies into further focus. VRTX’s VX-548 non-opioid therapy has made the most progress in its development process, and Stream experts have expressed positive opinions about the drug’s study data as well as its market potential.
“The pain medications available to us [today] increase the risk of falling [after orthopedic surgery]… because [patients are] on a bunch of gabapentin and oxycodone… If a drug company could demonstrate effective pain control with [fewer] side effects… less addiction, less falls… the whole world’s [going to be] using it.” – Anesthesiologist and Pain Medicine Specialist practicing within an orthopedic center
Coming Up
Stream expert call transcripts to help prepare for upcoming events.
Anticipated FDA Approval Decisions
- 3/22: CDTX’s rezafungin for serious fungal infections. The outlook for rezafungin was quite upbeat in both this interview and this interview with infectious disease specialists.
- 3/29: EBS’s Narcan nasal spray for opioid overdose. This interview with an anesthesiologist and addiction specialist provides an in-depth review of addiction treatments, including Narcan.
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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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