Rounds: Beyond Ennoble Intentions: AI, Home Care & the New IPO Bar | ICR Healthcare, Ennoble Care

Lifers with Christina FarrNov 12 · 59 min

Episode Description

In the Season 2 premiere of Rounds, Christina Farr and Stephanie David kick things off with takeaways from the Second Opinion Summit, including why everyone is going full steam ahead on AI, the millions spent on token maxing with no clear ROI, and why incumbents with clean data may have the edge over startups. They break down Nvidia’s stake in Doctolib, Anthropic’s push into drug discovery, how agentic AI could upend healthcare’s friction-based business models, and Option Care Health’s $5.8B acquisition. Then Kush Das and Molly Viscardi of Ennoble Care share how ambulance shifts and ER nursing led them to build a profitable home-based primary care, palliative, and hospice business serving 50,000 medically frail seniors across 17 states. Along the way: why “value-based care” became a dirty word, how they’ve grown 40% a year while staying profitable, hospice misconceptions, and why their motto is “to care is an honor.” To close, Jordan Kohnstam and Sameer Khambadkone of ICR Healthcare explain why the IPO bar now sits closer to $500M in revenue with profitability, why trying to game your sector classification backfires, the biggest red flags in healthcare services companies, and why they’re bullish on specialized value-based care.

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EPISODE SPONSOR:

ICR Healthcare is an integrated strategic communications firm offering a spectrum of services including IPO readiness and transaction advisory, investor relations, corporate communications, crisis management, and branding and creative, supporting businesses at every stage of the company lifecycle. The firm helps companies turn complex stories into credible, compelling, Wall Street-ready narratives. Formed through the acquisitions of Westwicke, the largest healthcare investor relations agency in the US, and Consilium Strategic Communications, a leading healthcare financial PR firm headquartered in the UK, ICR Healthcare’s teams cover 150+ clients in 20+ countries across the healthcare services & digital health, biotech, medtech, diagnostics and tools and pharmaceuticals industries.

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SEASON SPONSOR:

Butterfly Network makes handheld, whole-body ultrasound powered by its proprietary Ultrasound-on-Chip™ technology, putting medical imaging in the palm of a clinician’s hand at a fraction of the cost of traditional cart systems. Learn more at butterflynetwork.com.

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LINKS:

ICR Healthcare: https://icrinc.com/

Ennoble Care: https://ennoblecare.com/

Chrissy Farr on YouTube: ⁠⁠https://www.youtube.com/@LiferswithChristinaFarr⁠⁠

Chrissy Farr on Instagram: ⁠⁠https://www.instagram.com/cfarr/⁠⁠

Subscribe to the Second Opinion Newsletter: ⁠⁠https://secondopinion.media/⁠⁠

Chrissy’s Book: The Storyteller's Advantage: ⁠⁠https://www.chrissyfarr.com/books⁠⁠

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FOLLOW:

ICR Healthcare: https://www.linkedin.com/company/icr-healthcare/home/

Ennoble Care:https://www.linkedin.com/company/ennoble-care/home/