Don Levy, Managing Director in Transaction Advisory Services at Kroll, joins David Waldstein, Managing Director, Industrials, Aerospace & Defense at Alantra, to discuss common challenges in M&A processes in the Industrials sector, emphasizing key issues such as time, financial projections, and sell-side due diligence.

Gadi Lachman, Founder and CEO of TriNetX, joins Frederic Laurier, Managing Director at Alantra, to delve into the essential role Real-World Data (RWD) plays in revolutionizing the healthcare industry. From unraveling the essence of RWD to illustrating its tangible impact through real-life examples, Gadi showcases TriNetX’s profound influence on pharmaceutical companies. TriNetX has continuously expanded its data repository while optimizing its customers’ clinical trial success, from protocol design to site selection, to patient recruitment.

Collaboration between payers and providers has not only technological but also behavioral roadblocks. Dan Wilson, Founder & CEO of Moxe Health, joins Frederic Laurier at Alantra to discuss overcoming historical trust issues between the two, how he has built a purely digital business in a historically services-oriented Release of Information (ROI) subsector, the Datavant / Ciox merger, his provider subsidization model, and the importance of fast implementations in healthcare IT.

The concept of scoring and normalizing health assessments, similar to FICO in FinTech, is being explored to establish a global standard for health. Peter Ohnemus, serial entrepreneur and CEO & Founder of Dacadoo, joins Alantra to discuss how his design for digital health assessments aids dynamic pricing for Life & Health Insurance, and the importance of digital health engagement in a member's lifetime.

Healthcare data as we know it today is siloed. Ardy Arianpour, CEO & Co-Founder of SEQSTER, joins Frederic Laurier at Alantra to discuss data refinement, standardization, and tokenization to pull various data sources into one place, how a digital front door impacts clinical trial dropout rates, and opportunities to incorporate other sources of medical data in the future.

Gerianne DiPiano, founder and CEO of FemmePharma joins Rusty Ray to discuss Consumer and Healthcare Practitioner education around Women’s Health topics, as well as industry trends.

Like AWS and Azure did for cloud, BrightInsight is building the infrastructure needed for digital health solutions. Kal Patel, CEO of BrightInsight, joins Frederic Laurier at Alantra to discuss digital adoption within pharma and medical device companies, how digital solutions help reduce patient churn, FDA regulations regarding Software-as-a-Medical Device (SaMD), and BrightInsight’s spending strategy in the current fundraising environment.

Women’s Health is an emerging market, and one that is still largely undefined today. Topics like menopause, vaginal health, or sexual wellness are sometimes still considered Taboo and avoided in conversations.

Sally Mueller, Co-Founder of Womaness, a Women’s Health brand pioneering the menopause category, joins Alantra to discuss the founding of her company and how trends are shaping the industry.

Over the last decade, virtual care has witnessed explosive growth. Drew Turitz, SVP of Corporate Development at Teladoc, joins Frederic Laurier at Alantra to discuss the increasing adoption of telehealth, its acceptance by payors and providers, M&A as a strategy to enter new markets, acquisition opportunities in 2023, and the development of value-based care.

Interoperability has been a major topic in Digital Health for over a decade, but initial progress was slow and enabling technologies have only taken off in the last few years.

Joe Gagnon, CEO of 1upHealth, a fast-growing data interoperability vendor, joins Alantra for a discussion on its evolution, namely the FHIR standard, how payers and ACOs are acting as agents of change, the potential for collaboration among Digital Health vendors, and how interoperability platforms could evolve over time into ecosystems.

Matthew Appleton, Partner at Allen & Overy, joins Rusty Ray and Chris Harley-Martin of Alantra for a discussion on key legal considerations when transacting in consumer health. The three discuss the move of consumer health towards FMCG, the growth in legal complexity of brands and platforms, the level of diligence that buyers conduct today, the particularly new focus areas around personal data and supply chains, regulatory interventions, and the early collaboration and education needed between commercial and legal teams.

A banker, consultant, and operator who have each have spent decades in Consumer Health discuss what has driven private equity’s emergence in the space and their perspectives on how investors think about brand or platform opportunities.

Presented by Rusty Ray, Managing Partner at Alantra, Charles Tillen, Partner at Bain & Company, and Chris Harley-Martin, Former Global Head of Business Development for GSK Consumer Health.

In this episode, Deepinder Singh, founder and CEO of 75F, joins Aakash Bhasin, Managing Director at Alantra to delve into the transformative impact of AI on the building automation sector. Deepinder explains how AI-based machine learning makes it possible to optimize automation in complex environments like commercial buildings, contributes to decarbonization goals, and mitigates climate change impacts. He also discusses why large language models are helping democratize technology by making expert knowledge accessible globally.

Chris Harley-Martin, former Global Head of Business Development at GSK Consumer Health and now Senior Advisor with Alantra, continues off from his previous conversation with how sellers think about evaluating divestitures, regional differences in consumer health between the US and EU, and asset-light platform models with the emergence of third-party vendors to manage the “blocking and tackling” while management focuses on strategy.

Chris Harley-Martin, former Global Head of Business Development at GSK Consumer Health and now Senior Advisor with Alantra, brings his perspective from his 30 years in consumer health. Chris walks us through how he has seen the sector evolve over his career, including the recent emergence of private equity-backed platforms and how major players are thinking about their acquisition and divestment priorities today.

Richard Resnick, CEO of Cureatr and former CEO of GQ Life Sciences, acquired by Aptean, explains his perspectives on human error in care delivery and how it spurred the idea for his latest company, Cureatr, that offers tech-enabled medication management to reduce readmissions into hospitals. He also describes the challenges unique to selling software into health systems and his thoughts on value-based care.

Misti Ushio, former CEO of TARA Biosystems acquired by Valo Health, explains the genesis of her lab-engineered, mature, functioning human heart tissue company, why pharma R&D teams need access to biology-in-a-dish and the data it can generate, and how she sees the future of the organ-on-a-chip space.

Learn more about TARA's acquisition by Valo Health at https://www.alantra.com/ib-transaction/tara-sell-side-advisory-valo-health/

AJ joins Frederic Laurier and Pierre-Alain Rikkers at Alantra to discuss the lack of transparency and complexity in drug pricing and the oligopolistic PBM industry structure, perpetuating a convoluted reimbursement system. He argues that PBMs exploit the system’s opacity for profit through “casino economics,“ with practices like spread pricing and clawbacks that financially penalize pharmacies, creating inefficiencies and inequities.

In this episode, Mark Frank, CEO and Co-founder of SonderMind, joins Frederic Laurier, Managing Director at Alantra, to dive into the complexities of the mental health industry. The episode sheds light on SonderMind’s innovative approach of enhancing therapist efficiency and explores how Mark’s diverse background and personal journey have significantly influenced the development of SonderMind. Additionally, the dialogue encompasses the various technological and regulatory hurdles that are currently confronting the mental health sector, emphasizing the necessity for strategic solutions.

Touching the hottest topic at the moment - Artificial Intelligence - Alfred Whitehead, EVP of Applied Sciences at Klick Consulting, joins Rusty Ray at Alantra to unfold applications in drug commercialization, particularly OTC, and its impact on personalization in marketing and product development.

In this episode, Rick Froehlich, CEO of ClearDATA, joins Frederic and Michael to discuss the challenges healthcare organizations face in adopting cloud technology, focusing on security concerns surrounding PHI data. The reluctance of providers to migrate due to budget constraints and limited resources creates hurdles for Managed Service Providers. We also highlight ClearDATA’s emergence as a leader in healthcare cybersecurity amid rising threats, offering tailored solutions and a robust CyberHealth Platform.

Paul Wardle led switches at HRA Pharma and Pfizer and worked on iconic switch brands such as Viagra, Advil, Lipitor and TUMS. Following up on our last episode on Rx-to-OTC Switches, Paul sheds lights on ACNU - the FDA's proposed rule on non-prescription drug products with additional conditions for non-prescriptive use. This is the FDA's 12-year effort in the works, aiming to empower consumers, foster stakeholder collaboration, and redefine access based on individual characteristics.

Explore the transformative journey of PointClickCare, a healthcare technology trailblazer inspired by Salesforce's success mantra. Overcoming skepticism, the company pioneered a seamless Software as a Service (SaaS) model in post-acute care, serving thousands of facilities. Strategic acquisitions and recent ventures, including Patient Pattern, demonstrate their commitment to innovative healthcare solutions in an evolving landscape. Mike Wessinger, Co-Founder of PointClickCare, joins Frederic Laurier at Alantra to discuss the growth journey of the company.

Paul Wardle led switches at HRA Pharma and Pfizer and worked on iconic switch brands such as Viagra, Advil, Lipitor and Opill. In light of recent Rx-to-OTC switches, Paul, who is now founder at Beacon Associates, shares his perspectives from his decade-long switch experience. In this episode, Rusty and Paul discussed the underlying impacts switch products bring to consumer adherence and utilization, as well as the switch process and the new ACNU regulation.

In this episode, Frederic Laurier and Pierre-Alain Rikkers are joined by David Snow, Chairman & CEO of Cedar Gate Technologies. They explore how the transition from fee-for-service to value-based care is accelerating, and why accurate data, payer-provider alignment, and end-to-end solutions are essential for sustainable success.

Elad Walach, CEO of Aidoc, joins Frederic Laurier and Darius Kuddo at Alantra to discuss the core pain points addressed and success created at Aidoc in facilitating the adoption of clinical AI. Elad covers the importance of workflow and change management, proving ROI in a fee for service reimbursement environment, the emergence of transformative foundation image models, ecosystem dynamics, and the roles we could expect from big tech and other large corporates in the space moving forward.