Inside GHO Capital’s Thesis on Mid-Market Innovation

episode

Vanguards of Healthcare by Bloomberg Intelligence not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

More from Vanguards of Healthcare by Bloomberg Intelligence

Athenahealth's Strategic Reset, Push for Speed in Ambulatory Care 53 min · 02 Apr 2026

Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough 1h 2m · 31 Mar 2026

Abridge Moving AI From Scribing to Clinical Workflows 54 min · 26 Mar 2026

7Wire's Jaffee on the Hard Truths Behind Health-Tech Investing 44 min · 19 Mar 2026

Xaira’s War on Trial-and-Error Drug Development 56 min · 12 Mar 2026

AVS’ Toland on Next Lithotripsy Launch 43 min · 05 Mar 2026

All episodes from Vanguards of Healthcare by Bloomberg Intelligence →

Report any issue

Source

Recorded07 Aug 2025

Publisheromnycontent.com ↗

Handlerec:13806537

Show notes

“We don’t just invest — we bring knowledge, network and opportunity,” says Edward De Nor, partner at GHO Capital, as he joins Bloomberg Intelligence analyst Jonathan Palmer to discuss how the firm identifies and scales mid-market health-care companies that enable better, faster, more accessible care. He explains GHO’s investment thesis, its “picks and shovels” strategy and how innovation, not disruption, fuels compounding growth. The two explore case studies like BioAgilytix, the role of AI as an enabler and why boardrooms should obsess over the customer, not just the P&L.See omnystudio.com/listener for privacy information.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Sign in