“We’re never moving fast enough,” says Bob Segert, CEO of Athenahealth. Segert joins Bloomberg Intelligence analyst Jonathan Palmer to explain the strategic reset that reshaped Athenahealth: cutting losing bets, doubling down on ambulatory care and building around its cloud-native athenaOne platform to drive operating leverage. The conversation covers Athena’s aggressive AI pivot, its open-platform strategy and why speed, product discipline and better physician economics will determine the next market winners.

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“This deal [with Eli Lilly, announced on Sunday 29 March] is a combination of an asset licensing and collaboration. We’ve collaborated with Lilly in the past and they are actually one of the most active and expert users of our software,” says Alex Zhavoronkov, founder and co-CEO of Insilico Medicine. Zhavoronkov joins Bloomberg Intelligence pharmaceuticals analyst Sam Fazeli to explain how Insilico is using AI to compress drug-discovery timelines from years to months, pursue novel targets and compete with both big pharma and China’s fastest-moving biotech players. They also discuss the company’s rapid Lilly deal and why AI’s real edge may be before the clinic, not inside it.

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“I think 2026 is the year of fundamental, agentic transformation of the workflow.” Abridge co-founder and CTO Zack Lipton joins Bloomberg Intelligence analyst Jonathan Palmer to share how the company grew from a research-heavy idea into one of health care’s breakout AI leaders. Lipton breaks down the limits of point solutions, the complexity of evaluating generative AI in medicine, and why he sees the future not as a better digital scribe alone, but as a unified platform that can guide documentation, billing and care decisions in real time.

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