The VC Playbook

 

In this episode, Bryan Roberts, a partner at Venrock and one of the healthcare industry's most illustrious investors, shares insights from his 25+ year career with Steve.

We cover:

  • The traits that have contributed to his success in healthcare investing

  • How to navigate investment cycles and make non-consensus decisions

  • Bryan's early investments in Illumina and Athena Health

  • The current state of digital health and value-based care

  • The potential impact of AI on healthcare efficiency and clinical practice

  • Exits and IPOs in the current market

  • Lessons from Bryan's biggest misses

About our guest:

Bryan joined Venrock in 1997. He is based in Palo Alto and seeks to partner with early-stage entrepreneurs innovating across the healthcare and life sciences industries. Bryan is currently involved with several companies across therapeutics, genomics, and health tech, including Aledade, Devoted Health, Element Biosciences, Encoded Therapeutics, Included Health (formerly portfolio companies Grand Rounds & Doctor on Demand), Kelonia Therapeutics, Lyra Health, SmithRx and Suki.ai. Past investments include 10x Genomics (NASDAQ: TXG), Ariosa Diagnostics (acquired by Roche), athenahealth (NASDAQ: ATHN), Fate Therapeutics (NASDAQ: FATE), Ikaria (acquired by Mallinckrodt), Illumina (NASDAQ: ILMN), Ironwood Pharmaceuticals (NASDAQ: IRWD), Receptos (acquired by Celgene), Sirna Therapeutics (acquired by Merck), and Zeltiq (acquired by Allergan).

Immediately prior to joining Venrock, Bryan received his Ph.D. in Chemistry & Chemical Biology from Harvard University. He received his B.A. from Dartmouth College.

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Competition and Consolidation in Healthcare