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▶ 44:16 · AI in Healthcare · Digital therapeutics face broken economics: high FDA/payer barriers with low IP defensibility

now playing · AI in Healthcare

Healthcare Systems & Policytailwindscore 9/10elliot cohen

Removing employers as healthcare purchasers would align system incentives with consumers

Almost all healthcare dysfunction stems from the consumer not being the customer. Employers create churn and misaligned incentives; shifting to consumer-directed purchasing (like AT&T phone…

Healthcare Systems & Policytailwindscore 8/10elliot cohen

Eliminating rebates is the single highest-impact lever to fix drug price transparency

Rebates (40-50% of list price) destroy price signals for consumers and providers. Removing them would restore genuine price competition between drugs. PBMs currently optimize for payer (emp…

AI in Healthcaretailwindscore 8/10elliot cohen

AI is a magical co-pilot for clinicians and consumers, not a replacement for doctors

Current LLMs are exceptional at synthesizing patient history, preparing visits, and stringing together operational follow-ups (prior auths, referrals, prescriptions), but are far from repla…

AI in Healthcareheadwindscore 8/10elliot cohen

Digital therapeutics face broken economics: high FDA/payer barriers with low IP defensibility

DTx require drug-level clinical trials and payer reimbursement but lack patent protection (easy to copy), creating a go-to-market trap. Most would be better served as direct-to-consumer cas…

Healthcare Systems & Policymixedscore 7/10elliot cohen

Policy debate focuses on patent extensions instead of accelerating breakthrough drug creation

Society should worry far more about the next Hepatitis C cure (which dropped from $100k to $15k in 6 months) not being invented than about Humira's patent thicket. The learning curve for bi…

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▶ 44:16 · AI in Healthcare · Digital therapeutics face broken economics: high FDA/payer barriers with low IP defensibility

now playing · AI in Healthcare

Healthcare Systems & Policytailwindscore 9/10elliot cohen

Removing employers as healthcare purchasers would align system incentives with consumers

Almost all healthcare dysfunction stems from the consumer not being the customer. Employers create churn and misaligned incentives; shifting to consumer-directed purchasing (like AT&T phone…

Healthcare Systems & Policytailwindscore 8/10elliot cohen

Eliminating rebates is the single highest-impact lever to fix drug price transparency

Rebates (40-50% of list price) destroy price signals for consumers and providers. Removing them would restore genuine price competition between drugs. PBMs currently optimize for payer (emp…

AI in Healthcaretailwindscore 8/10elliot cohen

AI is a magical co-pilot for clinicians and consumers, not a replacement for doctors

Current LLMs are exceptional at synthesizing patient history, preparing visits, and stringing together operational follow-ups (prior auths, referrals, prescriptions), but are far from repla…

AI in Healthcareheadwindscore 8/10elliot cohen

Digital therapeutics face broken economics: high FDA/payer barriers with low IP defensibility

DTx require drug-level clinical trials and payer reimbursement but lack patent protection (easy to copy), creating a go-to-market trap. Most would be better served as direct-to-consumer cas…

Healthcare Systems & Policymixedscore 7/10elliot cohen

Policy debate focuses on patent extensions instead of accelerating breakthrough drug creation

Society should worry far more about the next Hepatitis C cure (which dropped from $100k to $15k in 6 months) not being invented than about Humira's patent thicket. The learning curve for bi…