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Jonathan Palmer

👤 Speaker
See mentions of this person in podcasts
407 total appearances

Appearances Over Time

Podcast Appearances

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

What are some of the pluses and minuses that you've noticed so far since you've done the deal?

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

Has there been any challenge in terms of culture and merging the cultures?

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

I mean, I think of Transcarent as a more tech-focused background versus maybe a more traditional business like Accolade.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

Have you been able to merge those cultures together?

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

Makes a lot of sense.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

You know, I imagine the ability to move as a private company versus a public company is worlds different.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

And I think you're probably no better person to ask about that.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

So if we think about public markets, we had Hinge Nomada last year.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

Do you think from where you sit, you know, at this intersection of, you know, being both a large private company and also with your venture hat on, do you think we're going to see more IPOs in the tech enabled health care space in the coming year?

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

Well, I think the visibility on earnings for the next year or two is a good metric to think about.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

What are some of the other things that you would counsel, you know, a CEO or founder who's thinking about going public?

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

You know, what are your two or three top things to have your arms around before you go public outside just maybe the pure financials?

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

Well, a couple of things you mentioned there, Glenn, you know, around prescriptions and the number of surgeries.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

You know, one of the topics that I keep coming back to is this.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

There's more transparency, I think, in health care than ever.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

Maybe not ideal transparency, right?

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

You know, we have Mark Cuban railing against PBMs and we've seen the emergence of a number of

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

I don't know if the right word is transparent or newer entrance into that space.

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

How do you see some of those key themes unraveling over the next couple of years?

Vanguards of Health Care by Bloomberg Intelligence
Transcarent’s Bet on AI and the End of Healthcare Scarcity

I mean, are the big incumbents going to be truly pressured to change their ways?