Investing in Health Tech & Digital Medicine: Expert Talk with Mikaela Odlander & Edward Kliphuis

04/14/23 • 29 min

The world of health tech has changed dramatically since decades ago when physicians had to endure 11 keystrokes to prescribe a single aspirin. These days, AI-based radiology and AI-based pathology are transforming patient lives through machine learning and data analytics, in some cases offering early disease warning systems and improving quality of care while reducing healthcare costs.

In this episode of Back Bay’s industry podcast, the Life Science Report, Jonathan Gertler speaks with Mikaela Odlander, Director of Digital Therapeutics at Orexo, and Edward Kliphuis, Partner at Sofinnova Partners, about the opportunities and challenges ahead in the realm of health tech and digital medicine.

Topics in this episode include:

- The misperceptions around digital therapeutics and digital medicine
- The impact health tech has on care, fostering adoption, hurdles to reimbursement
- The stark difference between the European and Nordic vs. US healthcare markets
- Examples of AI machine learning and how digital medicine is providing personalized, efficient and effective healthcare
- The major challenge of replication and scale for a company

Topics in this episode include:

Previous Episode

Contingencies for Biopharma, Medtech Deal Planning in a Down Market

For biopharma and medtech companies developing new treatments, capital for advancement and growth is invariably dependent on strategic preparation, differentiation, and persistence. Good preparation can mean funding or famine in a retracted market—and ultimately can impact the trajectory of a company and whether treatment reaches people in the clinical setting.

In a down market, there are creative and thoughtful approaches companies can take to stand out as capital becomes more closely guarded and the competition becomes fierce.

In this episode of Back Bay’s industry podcast, the Life Science Report, Jonathan Gertler speaks with Goodwin Procter life science partner Kristopher Brown about the current market landscape and how life science companies can recalibrate and prepare for capital raises—no matter the market outlook.

This episode focuses on discussion of deal management in the current market, including:

The current deal scape—difficult times ahead or par for the course in the life science sector?
Approaches to deal preparation in a challenging environment
Tentative M&A, licensing, partnering activity and public markets necessitate preparation and strategic focus ahead of capital raise, particularly:
- Thorough knowledge of asset differentiation - positioning, competitive intensity, pricing, milestone development/definition and valuation, among other activities
Creative deal financing models – royalty monetization, tranced investments, debt financing, preferred stock, liquidation preferences
Structure and valuation discipline
Portfolio and selection management toward a deal, including the use of AI in population identification

Find the video podcast and contribute to the conversation on Back Bay’s website: www.bblsa.com/podcasts

Next Episode

The Transactional Landscape Of ADCs: The Powerhouse of Antibody Drug Conjugates

In this episode, Dr. Peter Bak is joined by Trent Gordon and Dr. Mavra Nasir as they discuss their Bioprocess Online article published earlier this year, “The Transactional Landscape of ADCs: A Payday for Payloads.” This conversation explores the dynamics and data within the emerging ADC field, including:

Background information on the class of therapeutics known as ADCs, which have been on the market since 2000
The number of headlines around ADCs lately, especially the standing ovation the data from Enhertu received at ASCO in 2022, making waves in breast cancer treatment
Deal structures and the BD side of ADCs, and their extended revenue generation potential
Where the field is headed, in terms of clinical, BD and commercial standpoints

Read and connect with our authors: The Transactional Landscape Of ADCs: A Payday for Payloads