Tom X Lee

How We Build a Leading Digital Health Company by Focusing on a Single Clinical Specialty Through our full focus on urology Kranus Health has become a leading force in digital therapeutics. Our journey demonstrates that deep specialization in one clinical vertical can drive strong impact and credibility. Here's how we've built our success through vertical specialization: 👉 Portfolio Depth: Rather than spreading thin across multiple specialties, we've developed a comprehensive portfolio of therapies covering the top indications for urological care. Each of our therapies addresses critical needs & care gaps within our specialty. This focused approach has enabled us to achieve 72% brand awareness among urologists in Germany in under three years. 👉 Building Deep Provider Relationships: Our specialized focus allows our field force to engage with urologists as true partners in care delivery. We've built a sales team comparable to established pharmaceutical companies, with representatives who speak the language of urology and understand our specialty's unique challenges. 👉 Clinical Excellence: By concentrating on urology, we've established deep clinical credibility. Our research has been published in prestigious journals like NEJM Evidence, and we've conducted multiple gold standard randomised controlled trials - with more to come soon. This depth of evidence would be difficult to achieve if we were pursuing multiple specialties simultaneously. The results speak for themselves: - Multiple reimbursed digital therapeutics in our specialty - Strategic partnerships with leading pharmaceutical companies like Gedeon Richter - Strong provider adoption and trust - Published clinical evidence in top-tier medical journals Our experience shows that focusing on one clinical vertical creates the expertise, relationships, and evidence base needed for lasting impact. Stay connected as we continue advancing urological care through digital innovation!

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Changing Healthcare's Innovation Playbook - Fascinating healthcare policy shifts creating opportunities for AI-native startups: 1. CMMI's aggressive push for digital health in disease prevention 2. FDA deploying GenAI to accelerate regulatory reviews! 3. Tension between deregulation demands and AI safety needs At C10 Labs, in healthcare we're backing founders building at these intersection of policy evolution, AI first thinking and technological capability. The winners will navigate regulation and leverage it as competitive advantage. Think where the puck is moving and build to it faster and better. #HealthTech #AIinHealthcare #VentureCapital C10 Labs

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At today’s ADIA Lab Symposium 2025, Asst Prof Farah Shamout highlighted a profoundly important perspective: “Patients don’t suddenly deteriorate. Healthcare professionals suddenly notice.” – Dr. Patrick Brady, Cincinnati Hospital This statement deeply resonates with our mission at Neurula Technologies. Clinical deterioration is rarely abrupt. The challenge is that critical insights often remain buried or delayed within fragmented health information systems. Neurula Health is dedicated to empowering clinicians with timely, comprehensive, and actionable data that supports early intervention. Improved visibility can prevent avoidable morbidity and mortality, reduce clinical burden, and elevate patient outcomes. Healthcare should never fail due to lack of information. We are building technology to ensure it does not. #ADIALab #HealthcareInnovation #DigitalHealth #AIinHealthcare #PatientSafety #ClinicalDecisionSupport #HealthTech #EarlyWarningSystems #DataDrivenHealthcare #FutureOfMedicine #NeurulaHealth

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So energized by the conversation and company at Mayo Clinic PlatforMed 2025 - a gathering of 300 leaders from 7 countries from academia, government, and industry who are innovating in healthcare and technology. It was a highlight to join the panel discussion Digital Health Capital: Where Investors are Placing Their Bets, with: Jun Jeon, MD of Khosla Ventures Kelly Krajnik of Mayo Clinic Andy Walter of Granger Management Moderated by Andy Danielsen, Chief Business Development Officer at Mayo Clinic Some nuggets from our discussion that stood out to me: 1 -- Investors remain focused on team, tech differentiation, promising distribution/GTM strategies when looking on where to place bets. 2 -- We discussed thoughts on why we have not yet seen a platform company in healthcare with the success we have seen in the consumer realm (Apple, Uber, Amazon, etc). When we do, will that be a B2B or B2C company? The economics of healthcare and the flow of funds is where some of these challenges sit. (I posit that for innovation at scale, we need both top-down and bottoms-up innovation and to work within the existing infrastructure of healthcare and thus B2B is critical to that solution) 3 - Consumer voice and spend is critical to the conversation, with consumer demand driving a lot of the innovation and early work (willingness to pay drives utilization and engagement; could this lead to ROI to new reimbursements?) 4 - Healthcare has complex requirements for compliance and from a regulatory perspective - what new emerging technologies can help with this? I believe that the applications of AI will be the most impactful use case for AI in our lifetime. Building with extreme care and thought is required - and it's a very exciting frontier ahead. Thanks for including Bread and Butter Ventures and me! #healthcare #digitalhealth #venturecapital #AI #investing

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Something to note from Menlo Ventures's incredible AI in healthcare report....their data confirm what many of us in health systems already feel coming: AI adoption will INCREASE administrative volume before it reduces it. Payers expect, in the next 12–36 months: 63% major jump in call volume 50% more codes per claim 40%+ higher claim volume 38% more prior auths 31% more appeals + resubmissions When documentation gets easier, volume is going to skyrocket. Implications we’re already planning against: - AI adoption doesn’t remove work inherently; it redistributes it across the ecosystem. Workflow redesign is critical. - Providers need guardrails to prevent over-generation of documentation and requests. More noise helps noone. - Startups must show cross-stakeholder ROI, not siloed productivity gains... - Health systems need a system-wide AI playbook, or every local win creates a downstream backlog. This next 2-3 years will either widen payer–provider tension or force real alignment. I'm not counting on the latter. Curious how others are preparing.

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Andreessen Horowitz is one of the world’s most influential venture capital firms Partners David Haber, Julie Yoo, and Daisy Wolf describe companies operating at the intersection of fintech and healthtech as "payvidors"—businesses that not only deliver care but also solve the question of how patients and providers pay for it.This thinking sits at the very center of HealthCap Africa’s investment thesis. We focus on healthtech and fintech because we see, every day, that healthcare delivery is meaningless without the ability to pay for it. A diagnostic lab, a hospital, or a telehealth platform can only scale sustainably when patients have access to financial tools—insurance, credit, payments, or savings—that make care affordable and accessible. That is why our team combines deep subject-matter expertise across both sectors. We back the entrepreneurs building at this frontier: health innovators who improve quality of care, and fintech disruptors who unlock access to it. Together, these companies create the infrastructure for healthier, longer lives across Africa and beyond. 📖 Read David Haber and his team’s excellent piece on payvidors here: https://lnkd.in/dvMJ_KtZ

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