Monday, November 3, 2025

Podcast: MedTech Talk. Valuation bubble; Reimbursement challenges.

Recently I ran across the podcast, MEDTECH TALK, and I'll mention a few that caught my attention.  (I'm citing a couple from 2023, 2024, but the channel has podcasts right to October 2025).

Find the home page here:

https://medtechmvp.com/media/medtech-talk-podcast

###

Hear about the career path and priorities of Liz Kwo MD MBA, who is now Chief Commercial Officer of Everly Health.   July 2024.  Find it here. #189.

###

There was a huge valuation bubble in biotech, genomics, etc, during 2020/2021.   In this podcast, recorded in July 2023, a panel looks back on the very recent bubble, and predicts the next year.   Find it here. #179.

###

Justin Klein, an MD JD who went straight into venture capital, discusses his career and priorities, also from 2023.  The focus is "the Medtech Ecosystem," how important it is.  There's a substantial section about "reimbursement" as being an opaque unpredictable barrier, a weak link in that ecosystem.  (Around minute 20.)  Find it here.  #182.

###

Valuation bubble.  Biodesix (genomic testing) IPO at $250, peak $480, rapid decline over 90% to $30 and under ($6 today).   Many diverse genomic companies had 2020/2021 valuation spikes, even if they had no connection to Covid testing or therapies.  Invitae rapidly went from $15 to $50 to $15 to 0.