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Bill Taranto

👤 Speaker
527 total appearances

Appearances Over Time

Podcast Appearances

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

in the GLP-1 space around those impacts of the world that you can go directly to the patient.

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

I think that's going to change.

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

So around patient access support, how does the care delivery infrastructure change?

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

How do things like, like that literally drug, how do you go more direct to the patient?

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

Are there ways for us to,

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

potentially bypass the traditional chain, whether it's, you know, PBMs or however, you know, we get things out there to, you know, more direct to the patient.

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

Has the patient have more control over their medicines?

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

You know, we have another company called, that we did with Glenn as well, Tolman called Transparent that helps you identify the right physician for the right product.

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

You know, if you're getting surgery, you know, who's the right physician for you in the right area for the right price.

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

So transparency.

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

I think it will be big.

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

Value-based care, post sort of market patient support, all these type of areas aren't going anywhere.

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

So the way we've structured those four quadrants, it's funny, even though we've been investing in the last five or six years, those are still the future of where we think healthcare is going.

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

But as you said, AI is going to change the way we think about those investments.

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

New technologies will come that we don't know about yet, but we've got to be prepared to think about, you know, quantum computing.

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

How's that going to change?

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

We think it's going to have a big impact on supply chain logistics.

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

Will it have an impact elsewhere?

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

So all these technologies continue to evolve and grow.

Vanguards of Health Care by Bloomberg Intelligence
Merck’s GHI Fund and the Push to Rewire Pharma's Future

And the whole idea for us is to keep looking at them, keep trying to predict.