Emerging Medtech Today with Henry Peck (LSI - Life Science Intelligence™)

Episode 1: Panakes

Title: Transatlantic Investing and Fund II Strategy, with Panakes Partners

What's shaping the future of Life Sciences? Join Henry Peck as he chats with Diana Saraceni and Alessio Beverina, co-founders and managing directors of Panakes, a venture capital firm that’s helping to build the next generation of game-changing technologies companies in the field of Life Sciences.

Diana brings 23 years of venture capital experience and previously co-founded another successful venture capital firm called 360 Capital. Alessio, with an engineering background, co-founded Panakes in 2015 after working as a research engineer at Sofinnova Partners.

Throughout the episode, Diana and Alessio provide valuable insights into the evolving landscape of medtech investing, shedding light on the complexities, challenges, and opportunities in the field.

Topics include:

• Current market conditions and challenges faced by companies in medtech
• Key learnings from Panakes’ first fund which focused on medtech and raised €75 million
• Strategies for the newly raised second fund, with plans to expand its focus to include biotech and opportunities where medtech and biotech converge
• The impact of regulatory changes, particularly the MDR (Medical Device Regulation) shift and the increasing prioritization of FDA approval in Europe  
• Navigating the evolving landscape of digital health and its intersection with artificial intelligence (AI)
• Health tech and digital health opportunities in Europe compared to the US
• A reflection on the future of healthcare innovation
• Diana and Alessio’s upcoming participation at the LSI Europe ‘23 conference in September, where they will discuss these topics in greater detail

And more!

Key moments

• 00:29 - Discussion about Panakes Partners, their first 75 million euro fund, and learnings from it.
• 05:00 - Introduction to the new strategy for fund two, focusing on medtech and adding biotech.
• 12:00 - Health tech and digital health opportunities across different European geographies.
• 27:00 - Opportunities and challenges of AI in healthcare, especially in imaging and drug discovery
• 30:23 - The spaces and technologies Diana and Alessio think are ripe for innovation.
• 35:34 - What Diana and Alessio are looking forward to discussing at LSI Europe 23 in Barcelona.

Transcript of episode

Guest links and resources:

• Connect with Diana Saraceni: LinkedIn
• Connect with Alessio Beverina: LinkedIn | Twitter
• Panakes

Connect with Henry: Twitter | LinkedIn

• Learn more about LSI
• Sign up for LSI Europe '23

Connect with LSI:

Ever wondered how AI is transforming the landscape of radiology and patient care? In this engaging discussion, Henry Peck brings together two industry experts, Simon Turner, one of the partners at Sofinnova Partners, and Dr. Franz Pfister, CEO of deepc, to dive into the exciting world of digital medicine and the future of healthcare technology.

Sofinnova Partners, with a 50-year legacy in life science investing, has recently launched its innovative digital medicine strategy. Simon explains their unique approach to digital medicine, emphasizing clinical efficacy and patient outcomes as critical factors in their investment strategy.

Franz shares his insights into the development of an AI operating system designed to support radiologists. As a medical doctor with a background in technology, Franz highlights the challenges and opportunities in the healthcare AI landscape, focusing on the need for rigorous scientific principles, collaboration, and AI safety.

Join Henry, Simon, and Franz as they explore the evolving landscape of digital medicine, the impact of AI in radiology, and the importance of setting new standards in this dynamic field. 

Topics include:

• Sofinnova's role as a life science investor and their new digital medicine strategy
• What differentiates digital medicine from digital health and health tech
• The transformative potential of AI in the field of radiology and beyond
• The unique challenges and safety considerations in healthcare AI
• deepc AI's role in accelerating the adoption of new AI technologies in healthcare

And more!

Key moments:

• 00:28 - Simon introduces himself and provides an overview of Sofinnova Partners and their new digital medicine strategy.
• 01:40 - Franz explains deepc's focus on infrastructure and platform development in the healthcare AI space, particularly in radiology.
• 11:29 - Simon elaborates on why Sofinnova launched a digital medicine strategy separate from existing strategies.
• 25:00 - Franz discusses the value of ROI (Return on Investment) for customers through AI solutions.
• 32:09 - Simon previews the LSI Europe 23 panel on AI-enabled medical devices.

Transcript of episode

Guest links and resources:

• Connect with Dr. Franz Pfister: LinkedIn
• deepc
• Connect with Simon Turner: LinkedIn
• Sofinnova Partners

Connect with Henry: Twitter | LinkedIn

• Learn more about LSI
• Sign up for LSI Europe '23

Connect with LSI:

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Ever wondered how technology is reshaping the world of healthcare? Join us in this compelling episode as Henry Peck sits down with two visionary leaders, Owen Willis, founder and general partner of Opal Ventures, a health tech venture fund focused on companies that increase access to healthcare, and Stuart Solomon, co-founder and chief medical officer of Orchestra Health, a health tech company addressing the challenges of perioperative care through groundbreaking technology. 

As a pioneer in the health tech space, Stuart's experiences and insights offer valuable lessons for entrepreneurs striving to build venture scale businesses in the dynamic healthcare ecosystem. Owen highlights the significance of investors being thought partners and aligning incentives among diverse stakeholders while building venture scale businesses. Together, they discuss Orchestra Health's mission to revolutionize care coordination and logistics, providing a glimpse into the future of healthcare delivery.

Topics include:

• Stuart's journey from anesthesiologist into healthcare entrepreneurship
• The complexity of perioperative care, and how, by leveraging technology, Orchestra Health makes the process more efficient
• The importance Opal Ventures and other health investors contributing not just financially, but also as thought partners with their expertise and network
• The concept of venture scale in healthcare and its relevance to Orchestra's mission
• The importance of customer discovery, especially for early-stage health tech founders
• Why aligning incentives of various stakeholders is crucial for the successful implementation of health tech solutions
• The future of Orchestra Health, Opal Ventures, and healthcare innovation
• Stuart and Owen’s upcoming participation at the LSI Europe ‘23 conference in September, where they will discuss these topics in greater detail

And more!

Key moments

• 00:47 - Stuart’s background and what led him to found Orchestra Health.
• 05:30 - Owen’s background, and the mission of Opal Ventures
• 11:00 - ​​Stuart explains how Orchestra Health coordinates the pre-op care journey and addresses the unique challenges in surgical care.
• 19:00 - The challenges and opportunities in building venture scale businesses in healthcare.
• 24:34 - Owen highlights the challenges of building a company, and the important role investors can play 
• 27:12 - The future of Orchestra and the evolving trends in the health tech space.

Transcript of episode

Guest links and resources:

• Connect with Stuart Solomon: LinkedIn
• Orchestra Health
• Connect with Owen Willis: LinkedIn | Twitter
• Opal Ventures

Connect with Henry: Twitter | LinkedIn

• Learn more about LSI

Have you ever wondered how cutting-edge medical technology is revolutionizing cardiac arrhythmia care? Join us in this episode as Henry sits down with Lana Caron, Head of Business Development, and Rob Krummen, CEO, of Vektor Medical. They delve into the challenges facing cardiac arrhythmia care today and explore the exciting innovations in AI and digital technologies that are poised to transform the field. 

The episode shines a spotlight on Vektor Medical's groundbreaking product, vMap, and its potential to enhance patient outcomes, streamline procedures, and reduce costs. Additionally, you'll hear about the impressive clinical data supporting the efficacy of vMap and gain insights into the company's plans for expansion, including their interest in the European market. 

This engaging conversation promises to offer valuable insights into the future of cardiac care technology and its impact on patient health.

Topics include:

• Lana’s extensive background in venture capital, and her passion for leveraging digital and AI technologies to improve patient outcomes
• Rob's transition to CEO at Vektor Medical, and his unique legal and business background
• Current challenges in cardiac arrhythmia care, including the rising incidence and prevalence of arrhythmias, low treatment rates, and lack of public awareness
• How vMap helps physicians understand and treat arrhythmias more effectively, improves patient outcomes, and reduces costs
• Clinical data demonstrating the effectiveness of vMap 
• Vektor Medical's future plans, including expansion in the European market

And more!

Key moments:

• 00:14 - Lana discusses her role at Vektor Medical and background in venture capital and digital health.
• 03:47 - Rob talks about his transition to the CEO role at Vektor Medical and his background in law and business.
• 10:00 - Lana explores how AI and digital technologies can optimize cardiac care pathways and improve patient outcomes.
• 16:00 - Rob presents vMap clinical data outcomes.
• 25:38 - Lana and Rob express their excitement about participating in LSI Europe and expanding Vektor Medical's presence in the European market.

Transcript of episode

Guest links and resources:

• Connect with Lana Caron: LinkedIn
• Connect with Rob Krummen: LinkedIn
• Vektor Medical

Connect with Henry: Twitter | LinkedIn

• Learn more about LSI
• Sign up for LSI Europe '23

Connect with LSI:

Browse Episodes | Twitter | LinkedIn |

Curious about the journey from idea to life-saving medical device? Tune in to hear Henry Peck speak with Barak Singer, CEO of Trendlines Investments, and Maysa Mustafa, CEO of Ceretrieve, about their partnership and ongoing journey to revolutionize ischemic stroke treatment.

The discussion delves into the dynamic landscape of medical device innovation, with a particular focus on Trendlines' funding strategy and its transformative partnership with Ceretrieve. Barak outlines Trendlines' investment philosophy, which entails identifying unmet needs, supporting early-stage companies, and nurturing them from ideation to expansion. Maysa narrates her journey from academia to entrepreneurship, unveiling the remarkable story of Ceretrieve's development. 

The conversation sheds light on Ceretrieve's groundbreaking aspiration catheter technology, as well as the invaluable role of the Israeli Medtech ecosystem, renowned for its innovation, collaboration, and rapid progress. 

Topics include:

• Trendline's funding strategy and partnership with Ceretrieve
• The human impact of ischemic strokes, and Ceretrieve's role in improving outcomes
• Trendlines' lifecycle funding strategy, focusing on early stage investments and supporting companies from ideation to expansion
• The Israeli Medtech ecosystem's strength and innovation
• Barak and Maysa’s upcoming participation at the LSI Europe ‘23 conference in September, where they will discuss these topics in greater detail

And more!

Key moments:

• 00:28 - Barak introduces Trendlines Investments, its focus on medical device investments, and its support for portfolio companies.
• 01:48 - Maysa Mustafa introduces herself, her background, and her journey to founding Ceretrieve.
• 07:00 - Barak discusses Trendlines' involvement with Ceretrieve's creation and its ongoing support as a partner.
• 12:42 - Maysa shares her experience partnering with Trendlines, mentioning the psychological safety net and support they provide.
• 15:15 - Barak and Maysa discuss the Israeli Medtech ecosystem's strengths, including innovation, academia, and a culture of risk-taking.

Transcript of episode

Guest links and resources:

• Connect with Barak Singer: LinkedIn
• Trendlines Investments
• Connect with Maysa Mustafa: LinkedIn
• Ceretrieve

Connect with Henry: Twitter | LinkedIn

• Learn more about LSI
• Sign up for LSI Europe '23

Connect with LSI:

Browse Episodes | Twitter |

In this trailer episode, learn how the Emerging Medtech Today podcast will help you understand medtech trends and insights like never before.

Hosted by Henry Peck and powered by LSI, the Emerging Medtech Today podcast offers a unique opportunity to gain valuable insights from industry leaders who are building breakthrough businesses that are moving medtech forward.

Join Henry as he engages in captivating conversations with innovators and investors who are at the forefront of medtech. Discover the strategies, technologies, and ideas that are shaping the future of healthcare. 

Be sure to connect with us at www.emergingmedtechtoday.com, where you'll find a wealth of additional resources, stay updated on the latest industry developments, and connect with fellow professionals who share your passion for medtech.

And join us live at LSI Europe '23, taking place from September 18-22 in Barcelona, Spain. Immerse yourself in the epicenter of medtech as you engage with top experts, thought leaders, and visionaries shaping the industry's future.

Transcript of episode

Connect with Henry: Twitter | LinkedIn

• Learn more about LSI
• Sign up for LSI Europe '23

Connect with LSI:

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How can investors bridge the gap between early commercialization and growth equity investment? Find out in this episode where Henry is joined by TVM Capital Life Science’s Managing Partner, Luc Marengere, and General Partner, Sascha Berger, as well as Pierre Lemire, the CEO of Kent Imaging. 

A venture fund with a strategic focus on the medtech industry, Luc and Sascha provide insights into TVM Capital's investment strategy and philosophy, which centers on identifying and supporting companies with transformative products in the later stages of development. Pierre shares the story of Kent Imaging, a company in TVM Capital's portfolio, highlighting their groundbreaking technology poised to revolutionize wound care and vascular disease diagnosis. 

Throughout the episode, the conversation emphasizes TVM Capital's commitment to building partnerships and investing in truly transformative solutions that can make a significant impact on patient care and outcomes.

Topics include:

• TVM Capital’s investment philosophy, aiming to scale commercialization efforts and position companies for potential exits
• TVM Capital’s approach to selecting companies with a focus on risk assessment and mitigation
• Examples portfolio companies with transformative products, including Egg Medical, Access Vascular, and Kent Imaging
• The inception story of Kent Imaging and how it is revolutionizing the wound care space with near-infrared light
• The value of partnership-driven approaches in building successful medtech companies
• Sascha, Luc, and Pierre’s upcoming participation at the LSI Europe ‘23 conference in September, where they will discuss these topics in greater detail

And more!

Key moments:

• 01:00 - Sascha and Luc introduce themselves and the core aspects of TVM Capital's investment strategy.
• 12:00 - Pierre introduces himself and Kent Imaging's technology using near-infrared light for imaging oxygenation levels in tissues.
• 19:00 - Luc discusses TVM Capital's investment process, including due diligence, risk assessment, and partnership evaluation.
• 24:49 - Pierre explains how Kent Imaging quantifies and articulates the economic benefits of their technology.
• 30:21 - Sascha highlights some challenges in the early commercial stage, including customer interactions, refining product portfolios, and attracting exit partners.

Transcript of episode

Guest links and resources:

• Connect with Luc Marengere: LinkedIn
• Connect with Sascha Berger: LinkedIn
• TVM Capital Life Science
• Connect with Pierre Lemire: LinkedIn
• Kent Imaging

Connect with Henry: Twitter | LinkedIn

• Learn more about LSI

Can a venture capital firm bridge the gap between health tech and biotech to reshape the landscape of healthcare innovation? In this captivating episode, Henry Peck engages in an illuminating conversation with Clara Campàs and Josep Sanfeliu, the founders and managing partners of Asabys Partners, a venture capital firm active in the health tech and biopharma industries with an aim to invest in highly innovative and transformative technologies.

Clara and Josep share their insights into building a thriving ecosystem that combines health tech, biotech, and medtech startups. From discussing their unique hybrid approach to investment to the strength of the Barcelona ecosystem, Clara and Josep explore how Asabys is contributing to the growth and global impact of healthcare innovation.

Topics include:

• Clara and Josep’s journey founding Asabys Partners in 2018, with a vision of combining health tech and biotech to revolutionize healthcare investment
• Their recent success raising a $100 million fund 
• Building a portfolio across a diverse range of technologies, clinical indications, and company stages
• The importance of demonstrating ROI beyond the traditional metrics
• Insights on the evolving IPO landscape, and how it has been affected by market trends and the pandemic
• Clara and Josep’s actionable advice for entrepreneurs and investors navigating these dynamic industries
• How Barcelona's unique healthcare innovation ecosystem is rapidly evolving
• Clara and Josep’s upcoming participation at the LSI Europe ‘23 conference in September, where they will discuss these topics in greater detail

And more!

Key moments

• 02:00 - Clara and Josep provide an overview of Asabys Partners, their investment focus, and the areas they specialize in
• 07:55 - How Asabys demonstrates ROI beyond some of the traditional metrics.
• 13:20 - The convergence of digital technologies with traditional biotech and medtech.
• 19:21 - The exit landscape for digitally enabled medtech companies.
• 28:20 - The evolution of the IPO market, the impact of COVID-19 on valuations, and the need for sustainable business strategies. 
• 32:00 - The evolution and strengths of the healthcare ecosystem in Barcelona.

Transcript of episode

Guest links and resources:

• Connect with Clara Campàs: LinkedIn | Twitter
• Connect with Josep Sanfeliu: LinkedIn | Twitter
• Asabys Partners

Connect with Henry: Twitter | LinkedIn

• Learn more about LSI
• Sign up for LSI Europe '23

Connect with LSI:

Can investing change lives and shape a better future? Join us in this thought-provoking episode as Henry Peck engages in an enlightening conversation with Jordi Ferrer, an economist and investment director at Ship2B Ventures, a venture capital firm that invests in impact startups focused on healthcare, climate-related projects, and education.

Throughout the episode, Jordi shares valuable insights into impact investing in the healthcare sector, emphasizing the importance of aligning financial returns with measurable social impact to drive positive change in vulnerable communities.

Topics include:

• Ship2B Ventures’ focus on vulnerable communities, targeting investments for the elderly, those with chronic diseases, and people with physical or cognitive impairments
• The difference between impact funds and traditional venture capital or private equity in the healthcare sector
• The importance of intentionality, additionality, and measurement in impact investing
• Methodologies for identifying and measuring social impact goals
• The challenges of reconciling financial and impact objectives
• Examples of companies within Ship2B Ventures’ portfolio that prioritize specific conditions to maximize impact
• Jordi’s upcoming participation at the LSI Europe ‘23 conference in September, where he will discuss these topics in greater detail

And more!

Key moments:

• 00:28 - Jordi introduces himself, his background in the healthcare sector and Ship2Be Ventures.
• 03:34 - What impact investing is, and how it differentiates from traditional venture capital.
• 07:56 - The challenges of measuring impact results and how Ship2Be Ventures aligns financial and impact objectives.
• 16:46 - Why more funds may not be using the impact investing approach, and the growing trend of impact investing.
• 25:57 - The holistic approach Ship2Be Ventures takes by addressing various aspects of healthcare beyond just treating diseases.
• 30:00 - Jordi's excitement about LSI Europe 23 in Barcelona.

Transcript of episode

Guest links and resources:

• Connect with Jordi Ferrer: LinkedIn | Twitter
• Ship2B Ventures

Connect with Henry: Twitter | LinkedIn

• Learn more about LSI
• Sign up for LSI Europe '23

Connect with LSI:

Browse Episodes | Twitter | LinkedIn | Facebook |

Have you ever wondered how surgery might change in the future? In this episode, we delve into the captivating world of surgical innovation as we uncover the transformative technology developed by Proprio, a company at the forefront of surgical advancement.

Join Henry as he speaks with CEO and co-founder of Proprio, Gabriel Jones, who provides valuable insights into how the company is reshaping the landscape of surgery, promising enhanced patient outcomes and surgical precision like never before. You'll also hear from Alan Cohen, general partner at DCVC and the lead investor in Proprio who highlights what sets Proprio apart in the realm of medical technology and why it's poised for remarkable success.

Get a sneak peek into the future of surgery, where data, intelligence, and cutting-edge technology intersect. If you're curious about the next frontiers in surgical innovation, this episode is a must-listen.

Topics include:

• Challenges securing funding in the current health tech environment
• The importance of enterprise technology and deep tech in the health tech sector
• Proprio's strategy in the spine industry, aiming to become the dominant navigation platform for all surgeries
• Alan's insights on investing in companies capturing significant value in large markets
• The importance of attracting investors with a long-term vision and diverse backgrounds
• Insights on companies that thrive during tough economic times

And more!

Key moments:

• 00:39 - Alan introduces himself and DCVC as a deep tech venture capital firm.
• 02:35 - Gabriel introduces himself and Proprio, emphasizing the paradigm shift Proprio aims to achieve in the field of surgery.
• 14:16 - Alan shares insights on identifying visionary startups and the importance of having a diverse team and data strategy.
• 20:00 - Gabriel emphasizes the importance of designing products with a user-centric approach, similar to Steve Jobs' attention to user experience.
• 30:45 - Gabriel announces the successful closure of a 43 million Series B financing round.
• 34:00 - Alan reflects on the challenging fundraising environment in the Medtech and health tech space over the last 18 months and how it has impacted various companies.

Transcript of episode

Guest links and resources:

• Connect with Gabriel Jones: LinkedIn
• Proprio
• Connect with Alan Cohen: LinkedIn | Twitter
• DCVC

Connect with Henry: Twitter | LinkedIn

• Learn more about LSI
• Sign up for LSI Europe '23

Connect with LSI:

Browse Episodes | Twitter |