šŸŒšŸ—½ health & medtech investments & strategic partnerships

Joined October 2013
64 Photos and videos
Alex Efron retweeted
We’re collaborating with @SutterHealth to launch the first new #MedSchool granting Doctor of Medicine degrees in the San Francisco Bay Area in over a century! A $175M gift from Mary Stevens '84 & Mark Stevens marks the largest-ever cash gift to Catholic #HigherEd.
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Alex Efron retweeted
We're collaborating with @SutterHealth to bring evidence-based clinical decision support into Epic workflows. Their physicians can now use OpenEvidence to search the latest medical literature in real-time, right where they're caring for patients. Announcement link šŸ‘‡
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Alex Efron retweeted
I love this so much.
Not all robots walk on two legs. Aletta is a robot that makes drawing blood completely automated. We live in the future
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5 May 2025
Congrats to the team @FrontierPsychMT! Today they published a study demonstrating reduced rates of hospitalization (-38%) and ED visits (-18%) for Montana Medicaid members accessing telepsychiatry care. einpresswire.com/article/808…
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23 Jan 2025
Significant positive developments for portfolio company RevMedica
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Alex Efron retweeted
30 Dec 2024
As 2024 wraps up, we’re celebrating a year of transformation at @EditCo_Bio! From spinning off from Synthego to launching innovative products, a NEW webstore, and The EDITorial blog, we’ve set bold standards in CRISPR innovation. Thank you for being part of our journey! #CRISPR
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13 Dec 2024
Exciting news -- Congrats to the whole team at Nimble!
13 Dec 2024
JUST IN: We’ve signed a definitive agreement to acquire Nimble Therapeutics to further strengthen our #immunology pipeline, with a goal of developing novel medicines for people living with #autoimmune diseases. Learn more: bit.ly/41xQhax
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18 Jul 2024
[sigh] 670% $TMDX
23 Feb 2021
Sometimes it pays to do your own #DueDiligence. I wrote this pitch for $TMDX #Transmedics in December '19, and this work lent me the conviction to triple-down through the dip. I was off on revenues, but correct on the big picture for this #MedTech to profoundly impact transplants
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Alex Efron retweeted
I’ve been at @Jefferies for 34 years and like many other companies, our shares are currently at an all-time high.Ā Ā  Here are 10 of my observations about this that might differ from what you might expect:
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7 Apr 2024
I'm asking those who love the outdoors to post a picture YOU took. Just a pic. No description. The goal is to regain peace and harmony without negativity. Please copy the text, put a picture on YOUR page, and let's look at these beautiful pictures
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Alex Efron retweeted
N6Tec team gave me a preview yesterday It’s an instrument long dreamed of. An ā€œif only we had thatā€ device from many (NGS|synthetic biology|metagenomics|protein engineering|diagnostics) brainstorming sessions at (Ginkgo|Warp Drive Bio|Codon Devices) #AGBT24 @n6Tec_iconPCR
2 Feb 2024
Thrilled to be making our debut as a sponsor at AGBT! We're bursting with anticipation and can't wait for you to join us at Curacao 6 for the grand unveiling of n6's iconPCR! It's an event you won't want to miss! #AGBT #agbt24
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26 Jul 2023
Fascinating research on practical deployment of AI in clinical Dx practice. Conclusions seem to contradict –or at least add nuance to– current industry consensus of AI-augmented clinicians.
We gave 180 radiologists an expert-level AI for diagnosis. But instead of improving, their performance didn't budge. 😮 Why? Radiologists implicitly discount AI predictions, favoring their own judgment - a bias we call "automation neglect". 🧠 Let's dive into our findings. šŸš€
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25 Jun 2023
Also, embarrassing detail revealed: Blackstone bought 70% of CARD for $490M, then sold the stake back to the founder for $25M, just 5 years later. Leverage is a double-edged sword!
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Alex Efron retweeted
1. I l recently started exploring new healthcare and private equity opportunities. I just published a new post entitled "Give Me Some Sugarā€Šā€”ā€ŠHow Health System Joint Ventures Can Make Diabetes Care Sustainable" A thread... link.medium.com/1sSN21DoOAb
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Alex Efron retweeted
I don't talk much about this - I obtained one of the first FDA approvals in ML radiology and it informs much of how I think about AI systems and their impact on the world. If you're a pure technologist, you should read the following: There's so much to unpack for both why Geoff was wrong, and why his future predictions should not be taken seriously either. Geoff made a classic error that technologists often make, which is to observe a particular behavior (identifying some subset of radiology scans correctly) against some task (identifying hemorrhage on CT head scans correctly), and then to extrapolate based on that task alone. The reality is that reducing any job, especially a wildly complex job that requires a decade of training, to a handful of tasks is quite absurd. Here's a bunch of stuff you wouldn't know about radiologists unless you built an AI company WITH them instead of opining about their job disappearing from an ivory tower. (1) Radiologists are NOT performing 2d pattern recognition - they have a 3d world model of the brain and its physical dynamics in their head. The motion and behavior of their brain to various traumas informs their prediction of hemorrhage determination. (2) Radiologists have a whole host of grounded models to make determinations, and actually, one of the most important first order determination they make is whether there is anything notably wrong with a brain structure that "feels" off. As a result, classifiers aren’t actually performing the same task even as radiologists. (3) Radiologists, because they have a grounded brain model, only need to see a single example of a rare and obscure condition to both remember it and identify it in the future. This long tail of rare conditions to avoid missing is a large part of their training, and no one has any clue how to make a model that acts similar in this way. (4) There’s so many ways to make Radiologist lives easier instead of just replacing them, it doesn’t even make sense to try. I interviewed and hired 25 radiologists, whose primary and chief complaint was that they had to reboot their computers several times a day. (5) A large part of the radiologist job is communicating their findings with physicians, so if you are thinking about automating them away you also need to understand the complex interactions between them and different clinics, which often are unique. (6) Every hospital is a snowflake, data is held under lock and key, so your algorithm might not work in a bunch of hospitals. Worse, the imagenet datasets have such wildly different feature sets they don’t do much for pretraining for you. (7) Have you ever tried to make anything in healthcare? The entire system is optimized to avoid introducing any harm to patients - explaining the ramifications of that would take an entire book, but suffice to say even if you had an algorithm that could automate away radiologists I don’t even know if you could create a viable adoption strategy in the US regulatory environment. (8) The reality is that for every application, the amount of specific and UNKNOWABLE domain knowledge is immense. LONG STORY SHORT: thinkers have a pattern where they are so divorced from implementation details that applications seem trivial, when in reality, the small details are exactly where value accrues. Should you be worried about GPT5 being used to automate vulnerability detection on websites before they’re patched? Maybe. Should you be worried GPT5 is going to interact with SOCIAL systems and destroy our society single-handedly? No absolutely not.
28 May 2023
This must be said and repeated. Yes, Geoff was totally wrong to predict a drop in radiologist positions. We knew that it was wrong when he said it. We have data now.
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3 May 2023
Officially closed two new Series A investments in the past week – when it rains, it pours!
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14 Mar 2023
Trust @TegusHQ, for when you need to consult with leading experts on open-source AI transformer libraries, or porta potties.
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Alex Efron retweeted
In <30 days, the rug will be pulled out from the overwhelmed, scarce addiction providers we do have—while millions desperately seek treatment. Patients face the lethal consequence of losing medication they depend on. Congress knows the DEA is endangering Americans, and must act
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