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 →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 →If you're only building tests, you're already behind.
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 →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 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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