Morgan's Newsletter
Morgan Cheathamurgent concerns in biomedical futures
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
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| Issues | 23 | Founded | 5 years ago | Last Issue | 4 months ago |
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Breyer Capital 2026 Healthcare and Life Sciences Predictions
Authored by Jim Breyer and Morgan Cheatham, MD
Each year at Breyer Capital, we take an intentional inventory of what has changed—from global market economies to scientific discoveries to shifts in the regulatory apparatus. This past year,...
Breyer Capital’s Principles for the Future of Healthcare and Life Sciences
Read the thesis as a full PDF.
Healthcare is at an inflection point. Scientific discovery is accelerating, but systems of translation remain structurally stagnant. The result is a widening chasm between what is possible in principle and wh...
A Collective Vision for 23andMe
The Fall of a Pioneer
23andMe, once valued at $6 billion, now trades at a market cap of ~$90 million. The company that pioneered direct-to-consumer genetic testing finds itself at an existential crossroads: either find a sustainable bu...
Fulcrum Points
"Give me a lever long enough and a fulcrum on which to place it, and I shall move the world." — Archimedes
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In the race to re-platform entire industries with AI, many efforts are directed at building larger levers—bigger mo...
Why AI Is Good for Our Health but May Hurt Our Wallets
This work was originally published in the journal of Health Policy, Management, and Innovation. Author list: Sneha S. Jain*, Stanford University School of Medicine, Morgan Cheatham*, Bessemer Venture Partners, Michael A. Pfeffer, Stanford U...
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Authors
The writers behind this newsletter.
Partner and Head of Healthcare and Life Sciences at Breyer Capital, Medical Genetics at Harvard, Editorial Team at NEJM AI
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