Writing
Long-form thinking on tools, diagnostics, precision medicine, AI, strategy, and the business of healthcare.
The companies that win will not be the ones with the most impressive model demo. They will be the ones that turn prediction into trusted, reimbursed, clinically useful infrastructure. That is the real lesson of AlphaGenome.
Read essay →If you work in tools and diagnostics, you've probably spent the last few years bouncing between two emotions: we're building the future — and why does the future keep moving the goalposts? Both can be true. Here's how to read the macro currents that shaped the 2020s, and what to do about them.
Read essay →Diagnostics is no longer just about running tests. It is about designing systems of care that balance scale, access, and data. The sector is finally at an inflection point, and the strategic choices made now will determine who builds the backbone of precision medicine in the decade ahead.
Read essay →In February 2024, Max Schmid and I published a playbook for an FDA rule we were sure was coming. It came — and then a court struck it down. Here's what held up, what didn't, and why the strategy mostly outlived the rule.
Read essay →As investors increasingly question whether life sciences are "uninvestable," perhaps it's time we looked as hard at our financing models as we do at our technology. If innovative financial structures can shift even part of that narrative, they're worth exploring.
Read essay →If you're only building tests, you're already behind.
Read essay →For the rest of us in this industry we love dearly, it must be a command: act now, or watch the infrastructure behind tomorrow's cures erode. Tools and diagnostics save lives. It's time to pay and plan like they do.
Read essay →What's missing is a shared drive to fight for diagnostics to be seen, valued, and prioritized. And yes, even lobbied for. If we want to reduce healthcare costs and improve outcomes, we must invest (smartly and boldly) in diagnostics.
Read essay →Biology's recombination moment is not the end of uncertainty. It is the beginning of a clearer sky. The lights are coming on. The question now is who will build the telescopes.
Read essay →The women's-health surge is not charity; it's the market discovering overlooked value. When we correct that, everyone wins. Fewer complications. Fewer expensive surprises. More days at work. More predictability in budgets. It's the rare overlap of equity and efficiency, of doing the right thing and being rewarded for it.
Read essay →In May 2022, GRAIL wrongly told 400 people they might have cancer. The press called it a stumble for the test. It wasn't the test — and the distinction is another reason I've believed in MCED since day one.
Read essay →The old system waits for disease to become visible. The new system will make biology visible earlier. That is the revolution worth championing!
Read essay →There is no doubt that therapeutics will continue to play a pivotal role in precision medicine, which will soon be known simply as “medicine.” But in the future, diagnostic technologies will matter just as much, and significantly improve the deployment of healthcare spending.
Read essay →The market does not reward biomarkers because they are scientifically interesting. It rewards them when they become easier to use, easier to order, easier to explain, and easier to scale. The science gets you into the conversation. The workflow determines whether you stay there.
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