Is Your Innovation Truly Disruptive?
With the first closing of Fund III on June 30, I’ve been on work trips to SF, San Diego, Chicago, Boston, New York, and North Carolina. It’s been time well spent meeting some of the most forward-thinking people in healthcare innovation, and those conversations sparked a lot of ideas.
Here’s a quick rundown of the topics I’ve been thinking about the most lately:
This month, I had the opportunity to speak at the Atlantic Health System Summit in NYC about a topic that’s core to our work at SpringTide Ventures: disruptive innovation in healthcare. Drawing on the work of my mentor, Clayton Christensen, I shared how real disruption doesn’t start with flashy tech or big announcements - it starts small, often in overlooked corners of the system. The most exciting companies we’re seeing today aren’t improving healthcare from the inside - they’re building entirely new models around broken incentives, underserved populations, and neglected workflows.
These are the companies that truly have the potential to reshape the future of care. They’re not chasing incremental change - they’re creating entirely new pathways forward. I’m grateful to have joined such a thoughtful group of healthcare leaders, founders, and investors who are asking hard questions and pushing the space forward.
The era of in vivo base editing is here.
In a groundbreaking case, a patient with sickle cell disease, Baby KJ, was treated with a single IV infusion using Beam Therapeutics’ base editing technology. No bone marrow transplant. No cell extraction. Just one injection to correct a single letter in the HBB gene. And potentially, a one-time cure.
This shift from ex vivo to in vivo editing could fundamentally reshape the way we treat genetic diseases. It opens the door to faster, simpler, and more scalable therapies with fewer clinical and logistical barriers and lower long-term costs. For sickle cell disease, which affects over 20 million people globally and costs $1.7M per patient over a lifetime in the U.S. alone, the implications are massive.
As in vivo gene editing enters the clinic, the next decade will hinge on more than trial endpoints. We’ll need continuous, real-world data to understand how these therapies perform across diverse populations, age groups, and health systems.
It’s a question we think about a lot at Edilytics by building tools to support the long-term data infrastructure needed for therapies like this, so we can better understand how these interventions perform in the real world, over years and across populations.
My family history is steeped in a quiet but fierce sense of purpose. I am a descendant of Mormon pioneers who crossed a continent to “make the desert bloom.” Before them, our ancestors came to the New World as Pilgrims and Puritans, with a vision to “build a city on a hill.”
They believed the work of their hands, planting fields, building homes, founding schools - was not separate from their faith, but a living reflection of it. They carried a belief found across many religious traditions, that work is sacred.
That inheritance shapes how I see the world. I often think about the generations who came before me and what they endured to pursue something better. They didn’t always get it right. But they believed deeply that we are each stewards of something larger than ourselves, and that our actions should reflect that truth.
In healthcare, we are privileged to be reminded of this daily. We are surrounded by the stark reality of illness and recovery, by people at their most vulnerable, by the chance to help. The purpose of our work is clear: to heal the sick.
Life Sciences Corporate Development | Capital Raising | Strategic Partnerships | Investing Banking | Private Equity | M &A | Independent Board Member | Passionate about improving patient outcomes
1moThis is awesome news Austin. Keep the momentum moving forward to help patients from every corner of the world.
Strategy & Biz Ops | Founder | Harvard MBA | Investor | Ex- Bain | CPG Leader
1moCongratulations on closing Fund III, Austin!!
Founder/Board Director
1moCongratulations!
In order to stay competitive, you need to compete against your own business. And in order to achieve that, you need top management support, ideally in the shape of a CDO - Chief Disruption Officer. https://www.linkedin.com/pulse/mastering-art-self-disruption-why-companies-must-become-lockstrom-mhhie
CEO/Founder
1moYou should be a little more happy in this photo. Mom brought the energy for sure.