Mark Lorenz

[Mark Lorenz @Soodesune]

The one weird tip that analytics professionals and managers really do want you to know:

https://t.co/5NduNQxR2q

[Brendan Keeler @healthapiguy]

CMS RFI comments starting to be posted!

review thread, let's go!

[Andy Mychkovsky @healthcareandy]

The FDA just wiped out $5B in market cap from Hims (stock is down 25%). Pharmacies must stop selling compounded semaglutide after May 2025.

Now Hims trades at 7x revenue multiple (instead their previous 10x). The potential remaining issue is that the median SAAS revenue multiple is 6.2x. Other DTC companies (with albeit different growth and retention rates) trade at 1-2x revenue in the public market. In reality, the likely answer in 6 months is probably somewhere in between.

I’ll be super interested what Hims market cap is in 6 months and whether that impacts the valuation of other DTC healthcare companies.

[Adam J. Fein @DrugChannels]

Rare good #340B news: "Unlike #hospitals," FQHCs use #340B profits to "expand care disproportionately to patients who have lower incomes, are served in languages other than English, or are unhoused." @JAMAHealthForum

FQHCs = #340B good guys!

==> https://t.co/8wRVcpfhX6

[OACHC @Ohiochc]

OACHC was proud to join @LowerLightsCHC at the @AndHealthNews exhibition of portraits - Community of Healing: Portraits from the Whole-Person Specialty Care Movement.

Our CEO, @DiRossiKing was also featured in a portrait, featured here alongside OACHC leadership.
#ValueCHCs

[Nigel Eccles @nigeleccles]

@ProfNoahGian What about this?

[Mark Lorenz @Soodesune]

> There are myriad technical challenges scaling across all payers and plans: old TLS versions, incorrect FHIR implementations, and even failures to use HTTP properly.

This checks out.

[Mark Lorenz @Soodesune]

Important update on the current state of compliance to the 2020 payer patient access CMS rules by @healthapiguy :

https://t.co/xWXF6rYb6o

[Mark Lorenz @Soodesune]

@Jonathan_Adly_ Wow. Even more hidden talents!

[Peter Kolchinsky @PeterKolchinsky]

Wall Street Journal and The Economist are finally covering how medical innovation really works… this @wsj podcast episode touches on all key points:

1. That Medicare has been negotiating many drug prices all along (through PBMs) and that this new “negotiation” tool Congress created via the IRA is more like a gun with which Medicare can just dictate prices to be as low as it wants.

2. That it’s insurance that is meant to achieve affordability & that if you want to help patients pay less, then lower out of pocket costs.

3. That price controls merely deter investment in R&D, which means that we won’t make progress on the cancer moonshot or any of our other efforts to roll back the costs, disabilities, and pain of disease.

4. That it’s silly to claim the government is driving innovation just because the newly created ARPA-H is putting $1B towards cancer when price controls are steering tens of billions of private sector funding away from cancer.

5. That small molecules already go generic and that drug prices have been essentially flat for years while hospital costs are what have been rising.

6. That drug industry’s profits are not aberrantly high and are necessary to incentivize investment in risky, worthwhile R&D that gives us hope of progress.

7. That Europe freeloads off the US’s willingness to pay what it takes to incentivize continued R&D.

All this is consist with what No Patient Left Behind has been presenting for several years. @NPLB_org

https://t.co/Z2LsLoWobj

[Julie DiRossi King @DiRossiKing]

Incredibly honored and excited to be called to lead this extraordinary organization - both the incredible team and our amazing FQHCs - an unstoppable combination making BIG impact! #ValueCHCs #NotAllHeroesWearCapes #LetsGo

[Jonathan Adly @Jonathan_Adly_]

Let’s just say, if you are paying CVS and want objective data beyond a shred of doubt that you are being scammed. Feel free to dm.

And if you are a public company and know that you are being scammed & not doing anything about. It’s time to learn about fiduciary duty :)

[Jim Muir @jamespaulmuir]

Woah!! @risescience is a 2023 Apple Design Award Finalist!!!

Congrats to everyone on this list!

https://t.co/xOURfPVNuB

[STYLIZED STATION @StylizedStation]

Ever wondered how water works in video games?

As it turns out, there's a ton of smoke and mirrors in the background, without anyone ever realizing it.

---> another huge 🧵

[Mark Lorenz @Soodesune]

Started using @browsercompany 's Arc browser on Friday afternoon. I expected to use it once and forget about it. I did not expect it to topple Chrome as my go-to.

Here we are on Monday morning and I'm still using Arc and really liking it. This is very polished software.

[Chris Hogg @cwhogg]

Pear Therapeutics announced that they are filing for bankruptcy, which made me sad. Although my thinking has changed over time on DTx, I am still a fanboy at heart, feel pretty lucky to have seen this whole arc and feel like reminiscing. https://t.co/Q36tqQDO7O

[MMitchell @mmitchell_ai]

Finally have a moment to read MSR's "Sparks of AGI" paper. I'm going to do something very crazy and *live tweet* my thoughts as I read. You ready? Let's go!
https://t.co/b6i5vMFK5N

[Mark Lorenz @Soodesune]

Detailed GitHub repository on building a VR headset for mice. What a time to be alive. https://t.co/0337uhaQFa

[Kevin Mitchell @WiringTheBrain]

Why western science and philosophy cannot deal with the relations between parts and wholes https://t.co/prQXhzTRhm - a précis of some of the arguments in Alicia Juarrero's (excellent) new book

[Mark Lorenz @Soodesune]

The most interesting “predictions” (for healthcare) post I’ve seen this year.

[Nikita S @singareddynm]

On T.S. Eliot, Roland Barthes, reconciling hollowed out myths, and ideas for healthtech / biotech in 2023.

https://t.co/fTQ1fFOqf0

[10-K Diver @10kdiver]

29/

Key Lesson 5: If we're up against a powerful opponent, we should try hard to ensure they cannot use their FULL strength against us.

Gambler's Ruin is a classic example. It doesn't matter if Goliath has $1M. If each round just takes $1K, the other $999K simply sits idle.