Yadin Shemmer

Healthcare Investor

[Yadin Shemmer @YadinShemmer]

@chrissyfarr Diagnosis, Monitoring (DeepMind did some work on monitoring NHS patients for sepsis), reading pathology (not just scans), billing, claims processing, fraud detection, UM programs.

[Yadin Shemmer @YadinShemmer]

@dp_oneill @nikillinit @english_august Yes but …. Pharmacies are now offering PDPs and MA plans at the point of sale that specifically include those pharmacies in-network. So that’s not prohibited steering but it’s upstream getting consumers to choose plans with the “right”networks…ain’t capitalism grand?

[Yadin Shemmer @YadinShemmer]

@nikillinit I would attend this as well. My topic is: Is it ok to say “I don’t disagree”?

[Yadin Shemmer @YadinShemmer]

@cwhogg OK rough math. TikTok CPMs are ~$10 means $13m of spend = 1.3 Billion impressions. Assume 100m US adults in demo on TikTok means 13 imps per adult in 5 months. Shady business practices? YES. But efficient reach & frequency? YES

[Yadin Shemmer @YadinShemmer]

@andruyeung Yes please.

[Yadin Shemmer @YadinShemmer]

@BeerMeChristmas @scottmelker Totally.

[Peter Frampton @peterframpton]

26 years ago, a gunman entered
Dunblane Primary School in Scotland,
killing 16 kids and a teacher. The UK
govt responded by enacting tight gun
control legislation. In the 9400+ days
since, there have been a total of O
school shootings in the UK. #Uvalde

[Yadin Shemmer @YadinShemmer]

@healthcareandy IMO the question isn’t about retail, it’s about OTC products. Smart move by HIMS. Industry fixated on Rx but OTC products have key role to play. Further, they drive LTV and can be an on-ramp for Rx + services. Once you add OTC products, omni-channel makes sense.

[Johnny Stanton IV @johnnystantoniv]

I just found out the person killed in the Laguna Woods shooting yesterday was my primary care physician, Dr. John Cheng. Absolute hero. He attacked the gunman and helped save so many in that church. I just wanted his name to be known. He will be missed.

[Yadin Shemmer @YadinShemmer]

@pitdesi Few reasons 1/matching supply and demand with specialty, geo and coverage is hard 2/anti-kickback and state equivalents made it impossible for ZD to charge per referral. They had to charge fixed rates which led to mass provider churn 3/finding any doc not a big consumer need.

[Yadin Shemmer @YadinShemmer]

@AGoulburn This is my personal favorite example of micro-organisms in control : https://t.co/Nu5f5iAlli

[Yadin Shemmer @YadinShemmer]

@aikeho Two notable exceptions come to mind : (a) radiology and pathology decision support like https://t.co/HgUh6F3x7o and Zebra. This is real AI with reimbursement codes (b) fraud detection in medical claims processing. The latter is the OG use case for AI in health.

[Yadin Shemmer @YadinShemmer]

@morgancheatham As another commenter noted, depends on Rx reimbursement models. Certainly Rx are the most common and often highest impact interventions. Cost side TBD. Gene and cancer therapies are clearest examples. Hard to pay $2m for gene tx without some linked outcome..

[Yadin Shemmer @YadinShemmer]

@chrissyfarr We spent 10 years in England and had our first child there (St Thomas’). NHS quality of care is great and accessibility is exceptional overall. US outcomes, access and experience are mediocre yet we have wrapped it in layers of bullshit mythology that prevent us from real change.

[Yadin Shemmer @YadinShemmer]

@morgancheatham Yes but..OTC meds by definition lower risk, better understood efficacy and lower ASP. Therefore RWE is lower value to manufacturers and regulators.

[Yadin Shemmer @YadinShemmer]

@cwhogg @chrissyfarr @dodgeblake There is a historical divide between healthcare media and healthcare services/tech. Docs and consumers know healthcare media (eg WebMD & Doximity) but payers/providers slow to understand the true value of these audiences. In the meantime pharma engages & pays the bills.

[Yadin Shemmer @YadinShemmer]

@JeremyShure VERY different genres but “The Wall”, “The Bends” and a few U2 albums are towering masterpieces cover to cover.

[Yadin Shemmer @YadinShemmer]

@chrissyfarr Some understandable skepticism in responses. However, the key patient benefit hinges on rationale for consolidation. In the past, providers consolidated for leverage with payers and referral flow. Today, the logic often centers on broader clinical services. Cause for optimism.

[Yadin Shemmer @YadinShemmer]

@sidviswanathan Insane two decades. Hope Rafa wins the French once more and locks in the all time major lead.

[Yadin Shemmer @YadinShemmer]

@daphnezohar @costplusdrugs @matthewherper Very curious how this plays out. Clearly, they will have issues getting in-network with the large PBMs which means they will incur CAC to generate scale. Will the margin suffice to cover the CAC+operations? Will this force a showdown between plan sponsors and PBMs? Fascinating.