Ron Lanton

In this episode, Ron Lanton argues that healthcare's next constraint isn't capital or technology but rather people.

In this episode, Ron Lanton draws on insights from the JP Morgan Healthcare Conference to explain how healthcare investment is shifting from backing novel ideas to funding organizations that can scale, survive regulatory and reimbursement pressure, and embed technology into the operational infrastructure of care delivery.

In this episode, Ron Lanton examines how geography is becoming a central strategic variable in healthcare, as policy, trade dynamics, and infrastructure increasingly dictate where innovation is developed, manufactured, and commercialized.

The episode explores how regulatory signals across drug approvals, trade policy, AI governance, and drug pricing shape business strategy and investor decisions before formal rules are ever finalized.

The episode will explore structural implications for supply chains, distribution models, and international strategy—not a political discussion, but a forward-looking planning lens.