Bryan Roberts

[Bryan Roberts @BRobertsVC]

📣Our 10th annual Healthcare Prognosis is live. 200+ industry experts weighed in on what’s actually real vs. what's just noise, and it reminded us that, now more than ever, nobody has any clue what’s going to happen. Check it out: https://t.co/TV0WYoYGoy

[Bryan Roberts @BRobertsVC]

@adamfeuerstein @statnews Takes two to tango...

[Bryan Roberts @BRobertsVC]

We’re counting on the great addition of Siobhan Nolan to help me and @bobkocher get more right for 2026, although we’d be happy to be wrong on inflation and measles... https://t.co/ED7csWfIAC

[Bryan Roberts @BRobertsVC]

We’re back again with our annual healthcare predictions on everything from AI doctors to the affordability of gene therapies (better) and commercial drugs (worse). https://t.co/aWwYwFndTS

[Bryan Roberts @BRobertsVC]

Matt Holt and I go back over 20 years - bonded over Ikaria - before he crushed HCIT from a PE platform. Matt was kind enough to join us for a podcast so we could reminisce about past deals, the evolution of the healthcare sector and project *Sparkle* [spoiler - now Datavant].

[Venrock @Venrock]

🎙Leading data and tech enabled healthcare investor Matt Holt of New Mountain Capital joins @BRobertsVC and Siobhan Nolan Mangini on Running Through Walls to chat about our healthcare system and how AI will help us reshape it. Tune in here: https://t.co/sLgSYyzsUB

[Bryan Roberts @BRobertsVC]

Our 9th annual #HealthcarePrognosis results are in, and the findings this year are…interesting. We polled ~300 of our smartest #healthcare friends about founder mode vs. manager mode, exit expectations and AI, obviously. Check out the findings here: https://t.co/39WiiPNwBS

[Bryan Roberts @BRobertsVC]

Gazing into our healthcare crystal ball with my excellent colleague @bobkocher: Medicare Advantage waves; Apple does glucose monitoring; Cell therapy bounces back! https://t.co/7bjLTPQyEe

[Bryan Roberts @BRobertsVC]

@Farzad_MD West coast version...

[Bryan Roberts @BRobertsVC]

Ignore the noise and hype - - - the dedicated and innovation driven team at Suki has created the category leader.
https://t.co/BmnFsQIY1G

[Bryan Roberts @BRobertsVC]

https://t.co/JXAf82JZwN Crushes @KLASresearch Review - Advances in AI have driven remarkable progress in product performance and market interest for MD adoption of ambient digital assistants...
https://t.co/BmnFsQIY1G

[Bryan Roberts @BRobertsVC]

It is awesome to see that KLAS Research has written an Emerging Company Spotlight on Suki with an Overall Performance Score of 93.2 (which is extraordinary - the 2024 Best in KLAS Software Average is 79.6 out of 100).
https://t.co/BmnFsQIY1G

[Bryan Roberts @BRobertsVC]

@matthewherper @Farzad_MD @US_FDA At large scale - 100K+ users - I believe that we should get better information than RCT @ 1-3K. Examples might be Celebrex or even the LVV integration concerns on CAR-T? Both found by "monitoring"...

[Bryan Roberts @BRobertsVC]

We have the IT/data capabilities to do it and make it not a hard lift. For sure, one can not count on people doing the right thing all the time (like @AmylyxPharma - kudos to Josh & Justin) - but the benefit to all would make it worth the effort

[Ashwin Varma, MD @varma_ashwin97]

@BRobertsVC @Farzad_MD @US_FDA Given how much struggle there was to pull Beva AA, you may be asking for too much flexibility from the regulatory system.

[Bryan Roberts @BRobertsVC]

Will save some 80% of costs…lots of time…get great drugs out there…etc

[Bryan Roberts @BRobertsVC]

@Farzad_MD @US_FDA An idea i can never get traction on: great drugs have strong effect sizes -> take <500 patients to see. Gross safety you also see in that sample size. Long tail safety takes 100K. So the 500-sev ‘000 patients are useless ->Conditionally approve on smaller #’s, track safety&recall

[Bryan Roberts @BRobertsVC]

Great company in a hot market. @SukiHQ partnering with @RushMedical to make physicians more productive and happier. https://t.co/ZNgGQjYUhL

[Bryan Roberts @BRobertsVC]

Terrific step forward for independent workers by @StrideHealth and @DoorDash.
https://t.co/813jm3hLiE

[Bryan Roberts @BRobertsVC]

That would be the discounts when they are not going head to head v Element in an account...

[Albert Vilella @AlbertVilella]

My sources told me just now that the $ILMN Illumina discounts for NextSeq will be: 20% for P1 kits, 25% for P2 and 30% for P3. Still needs confirmation. P4 tentatively priced at $9/GB, 50% pricier than the @ElemBio AVITI equivalent.

[Bryan Roberts @BRobertsVC]

'24-'25 is when VC's will understand how well they did their jobs in '20-'21...