/*Accordion Page Settings*/

254 Using a New Tech Stack to Reshape IVF, Without Losing Your Soul. Dr. Eduardo Hariton

 
 

Today’s Advertiser helped make the production and delivery of this episode possible. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the Advertiser. The Advertiser does not have editorial control over the content of this episode, nor does the Advertiser's sponsorship constitute an endorsement of the guest or their organization. The guest's appearance is not an endorsement of the Advertiser.


Where do business insight and patient experience come together?

In this week’s episode, Dr. Hariton shares his POV on cost reductions, business opportunities, and what fertility tech gets right (and wrong) when designing for doctors and patients alike.

We talk about:

  • 70% or 10%, differences in IVF conversion rate

  • How to reduce patient drop out

  • How to measure real IVF conversion rates

  • Where Cercle fits in the fertility tech stack

  • How to balance human touch with scalable systems


Unlock Dormant Data. Stop Patient Churn. Automate Data Work.
 See Why 1 Out of Every 4 Clinics Use Cercle

  • See an increase in patient conversion from 20-40%

  • Consolidate your vendor stack, save money: stop paying data lake, data warehouse, powerBI, and AI vendors separately

  • Free up ⅔ of embryologist and nursing time by automating administrative burdens

  • Stop losing 24% of patients after first failed cycles

  • Predict higher live birth rates for 26% of patients:

See how US Fertility, Ivy Fertility, and others utilize Cercle’s AI platform to revolutionize their business insights.

  • Eduardo Hariton (00:03) once we break through that bottleneck of how many retrievals we're able to do, once we make people have the tools to be able to be more efficient without sacrificing the patient experience or the patient outcome, which are the two important things, then I think we're going to start to see. that cost of IVF starting to drop. And then we have to pass it on to the patients. And I think when we think about passing it on to the patients, I think that pressure is going to come from managed care. Cercle is an artificial intelligence company and their core competency is to use AI and agents to clean data. So they will go into an Excel file with a bunch of patient data or PDFs or JPEG images and they will sweep through that data and they will extract and they will structure.

    Griffin Jones (01:10) Where do business insights and patient experience come together? In the mind, body and soul of Dr. Eduardo Hariton I'm pretty sure. You're just blowing sunshine because he's your friend. He's my friend because he continues to impress me. I think you're going to find this conversation valuable, not just because he talks about how to reduce patient dropout, how to measure real IVF conversion rate, why some doctors might have a 10 % IVF conversion rate while others convert at 70 % and the new tool in the US fertility tech stack called Cercle that they use to standardize data across EMRs, but also how to set expectations with patients and how to elevate your support team in the patient's eyes. I do see an aversion in some fertility docs to adopting new technologies. Not you, obviously. You're a savant, the voice of a generation and an innovator and early adopter. Other people, of course, I'm talking about. Not because they're afraid of it, but because they're afraid it will limit your human experience with your patients. And that's a fair concern. Even though I like to repeat everything that should be automated must be automated and everything that should not be automated must not be automated. I think Eduardo shows you his colleagues. how to maximize technology and maximize humanity. Of course, I beat the same horse that I do in every interview with Dr. Hariton I'm one year away from winning a five-year bet that IVF costs wouldn't go down. Eduardo has thoughts on what will happen when they do. So yes, you'll hear his thoughts on business opportunities for CRMs and EMRs in the fertility space. But more importantly, in my opinion, he gives you insights as to how to continue to raise the standard of care and patient experience even when you have to be able to serve more patients with less people.

    Griffin Jones (02:53) Lastly, Dr. Hariton would like to disclose that he's an advisor to Cercle who's mentioned on this podcast episode and is usually the case on Inside Reproductive Health. His opinions are his own and not those of his employer. Griffin Jones (03:27) Dr. Hariton Eduardo, it's good to have you back on the Inside Reproductive Health podcast, my friend. It's been a while.

    Eduardo Hariton (03:34) It's good to be back.

    Griffin Jones (03:35) That's probably your fourth or fifth time. I want to talk to you about data management. You've got a lot of different roles. I want to talk about data because you've started to dig in more into the problems going on. How would you describe the pain points that clinics and clinic networks are facing with regard to business insights and data management?

    Eduardo Hariton (03:58) I would probably, if it was one word, would say they're numerable. I think there's pain points across the whole system.

    Griffin Jones (04:05) That's also a great way of getting out of when somebody wants to ask, button you down for a one word answer. You just say, numerable, innumerable. Yeah.

    Eduardo Hariton (04:13) Yeah, innumerable. That's even a better word. Thank you. This is my second language. I'd say the pain points are across different verticals. think, you know, the one that's more salient to me, it's clinical. It's the acquisition of the data that we need to take great care of the patient. They come into the console typically with no data at all. So you have 45 or 60 minute books with a patient and you know nothing about them other than what they're telling you. Maybe they send you records before, maybe they have something, but often they don't. And you're a clean slate at the moment where you have the most time. And then you have to go and manually acquire clinical data by either testing them or going to lab court. It all sits with the patient who may be very motivated or may not be. It often comes back in PDF format where someone has to manually enter that information and that can introduce a lot of errors. And then you have to be able to visually process all that information as a clinician and then make the right clinical decision. And all this lives within an EMR. Some of them are great. Some of them are not so great, but the data flows are not necessarily automated. They're often manual. They're often left up to the patient. And there's a loss of control at the clinic level of how that happens. It's also very expensive to pay the personnel that it takes to move a patient through the clinical team. And that's something that I think might be better over time. there are data playing points on the business side. So we have probably top of funnel CRMs or at the clinic level where we have leads that come in through our websites through the call center. They talk to someone, they book an appointment and then they get to the physician. But there's not a ton of CRMs at the clinical level. Like where is my patient? Did they do their work up? Have they converted? Have they not? To some degree we get that data. we get it at monthly time points or longer. And I'm speaking generally from what I've seen across different clinics, different networks, but not everybody knows what their patients are. I can't pull up a sheet that says out of the 50 patients you saw in the last X period of time, 30 % have completed diagnostics, 50 % have converted to treatment. It's not a clear thing that I can see all the time. And having those KPIs is important for me, it's important for my team. And really, to nudge those patients along that diagnostic journey where you're trying to get testing from them, it is important to understand where they are. It is important for the clinic to know where are patients dropping off and how can we support them? Is it something where someone drops off because they got pregnant? That is the best case scenario. That's what I always want to hear from my patients. If they dropped off because they couldn't figure out how to upload a PDF, that's not great. And we need to be able to understand that. And there's also the financial side where The financial environment is very complex for the patient. There are cash-pay patients, there are insurance patients, there are insurance patients that only have partial coverage, and they all care about the money. And they all want to be able to know that they can afford this treatment. And we need to be able to tell them with a very complex insurance system how much things are going to cost with my very complex clinical plan. Are we doing hatching? Are we not doing hatching? How about XE? Does it cost more? What about my transfer? So you have patients that want all this data, you have people trying to get that data and a lot of manual steps in between of getting the right number to the right patient at the right time. you know, that's just like a little bit about how data has to flow through this whole system in order to do right by the patient clinically, you know, run an efficient operating clinic and also provide the right financial support to those patients. and it's difficult, it's really difficult to make sure you have the tech infrastructure to support that.

    Griffin Jones (08:05) With regard to the clinical, you got all this manual data entry. You're getting info from the labs. You're getting info from previous medical history. Oftentimes it's PDF. Oftentimes it's paper that's scanned and then entered. And you said that this all lives in the EMR. But am I inferring too much by thinking this probably doesn't all live in the EMR. There's probably lots of stuff that doesn't make it to the EMR that should and that records are often incomplete. And in some cases, you might not even know it's incomplete. Is that the case? Or do you find that usually do have all the complete information?

    Eduardo Hariton (08:44) Well, I guess it depends what you mean, but makes it into the EMR. So when a patient sends something, it gets uploaded as a file. But if you have 15 PDF files that comprise 150 patients, they're technically in the EMR, but they're not in the format where I'm able to access it. So it often has to be uploaded because we need that data. We need to prove that this patient does not have hepatitis B before we start treatment. But it needs to then go into a checklist where everything's together and that's kind of the visual place where it could be a checklist, could be a laptop, could be whatever you call it in different EMRs. So it's not so much that the difficulty is to upload the PDF, the difficulty is to make sure that when you get that data that it goes into the right space in the EMR so that we know that that patient has met all the requirements. You know, when you look at, I work in California and in California we have a lot of Kaiser patients and when you ask for records from Kaiser, they send you everything from like the infected toenail and H9 to the ED visit for a broken finger to their fertility workup. And it can be 800, a thousand patients, pages of records for that patient. So that patient has to go through a or not that patient, that case manager or nurse or admin has to go through and pull out all those records. Or sometimes I will tell you it is the physician. I will get a thousand patient pages of records on Tuesday night for a patient that I'm seeing Wednesday and I have two options. I can spend an hour preparing for the patient or I can show up and say, hey, sorry, your records were too long. I didn't want to spend that time. And I often do the former because I want to be there for that patient, that patient's making time for me. And if I go to that appointment and they send me the records and I'm not prepared, it's not a good use of their time or mine because eventually I'm going to have to read those records and understand it. There are systems that can process this information for us. They're new, they're expensive, but I think they're gonna be the future of how we ingest data to some degree. Right now, that process is very manual and it doesn't help me to have a long PDF because it's not in a way that I can process and use it to take care of that patient. Someone has to go through it and extract the valuable information.

    Griffin Jones (10:55) What information specifically is most valuable to you?

    Eduardo Hariton (11:00) On the clinical side, it could be everything from lab work to did they check their tubes? So it's often HSG's, it's prior ultrasounds, it's pregnancy history, it's any sort of diagnostic workups, surgical up reports. So it's everything that helps me understand the history of that patient that's in front of me. And oftentimes it's things that have happened in the past. People come to us with recurrence pregnancy loss or it's their prior pregnancy history. Sometimes

    Griffin Jones (11:01) Yeah.

    Eduardo Hariton (11:29) they often come with outside treatment. So they come for a second opinion, they've moved cities or they want to start fresh, something hasn't worked. And you have to really understand what happened before in order to help them. To start fresh with no information is to really neglect what can help you make that better. You want to know what didn't work or what the history is to try to make it better. And if you don't get that information, then you're doing a disservice to that patient.

    Griffin Jones (11:58) What is it that you like to say the patient that I can help the most is the one that I know the most about? Something like that. One, what is that saying? And two, why do you feel that way? Because it's not clear to me that every doc feels that way. A lot of docs just get them in and then they send them for tests after and we'll do more in the follow up. So tell me about that.

    Eduardo Hariton (12:18) I always say that I always spend the most time with the patient that I know the least about. And that's my biggest pet peeve about how we design this journey. You have a blank slate of a patient either because they haven't done any testing or because they did do it, but you didn't get it ahead of time to prepare. So you're sitting there spending all this time with the patient talking about, well, you know, if you have sperm, we'll do this. But if the sperm's really low, we have to do IVF because a UI might not work. And you have these circular conversations when you actually have the time to have a very clear, you know, path laid out for them. So, so that I think is a pain point. I personally think that as physicians, we have to understand the most we can about a patient. It's not only that they fail and they're in front of you and that you want you to take care of them. But if you don't understand how they failed and what didn't work and which step kind of dropped off, you're probably not providing your full expertise on how to make it better. You're just throwing the same pitch. and hoping that it works. So they can often tell you something about it. Some patients are great historians, but often they're not. And often what they tell you when they actually get the records and review them is very different than what they remember. And I don't blame them. This is complex, but it's important to really understand that. So in a perfect world, you either get them worked up ahead of time and get that data to make the right informed treatment decision, even if they're not coming from somewhere else. or get those records and ideally get them processed in a way that makes it easy for me to be able to see what I need to see, help make my recommendation or treatment plan, and then move on without having to review hundreds of pages of records myself.

    Griffin Jones (14:03) And when you say that you're not providing the best treatment and that you're not providing the fullest extent of your expertise, you're still mostly referring to clinical outcomes. There's a large patient experience element to that too, that people get frustrated when they feel like this person isn't understanding. I told him this, I told them that, I sent them this and they're still asking me these questions or they're maybe sending me down a route that doesn't... answer this question. So you've got an entire patient experience element that is affected when you know less about the patient.

    Eduardo Hariton (14:37) 100%. There is nothing more embarrassing than showing up for an appointment and someone asking you, did you review my records? And you're like, what records? Like they didn't make them to me. Like I, I, I look in the different places that I think they are. Sometimes they're like, well, I sent them to you half an hour ago. And you're like, well, sorry, like, you know, I, I, wasn't going to happen, but, if they sent it to the call center and the call center didn't get them to me or they sent it somewhere else, it is really embarrassing. And I apologize profusely. and say, will review this and we will do this again at no cost to you because this is a waste of your time. I don't know this, right? So I think the patient experience part is really important. The other thing that I always start every console, I'm like, I read your history, I appreciate your filling out our form, I know it's long and I know it takes time, but I want to start just by hearing from you. What are the things that you want to make sure that we're covering? this visit and it could be sometimes it's what you expect. Hey, we've been trying for six months. It hasn't happened. We're just here to get your help having a baby. Great. Sometimes it's something that you don't expect at all. I'm really worried about this esoteric thing that I read online. I want to get your opinion on it and you want to make sure that you let the patient guide that console because if you talk about everything you think it's important for that patient and the patient and you don't talk about the one thing that they came to talk to you about. then that patient's not gonna live satisfied. So you wanna make sure you understand what your patient in front of you needs from you. And then that might not be what's important to their care, that's okay. But you wanna make sure you address that so that they live knowing this person really hurt me and they really understand what I'm here for.

    Griffin Jones (16:21) I know we're here to talk about data, but I do want to talk about that little aside for patient experience because I think it's so important for the people listening. What you're describing that you do in the consult in the marketing customer experience world, we call that setting the stage. And the reason why that's so important is because there is information and value in asking open-ended questions and revisiting information and the value of that being that people feel listened to. But if people feel like they're repeating information, they don't feel listened to. So you could betray that thing that you're trying to achieve. And I do the same thing with our account managers. If they ask a client, what are your objectives? And then I'll say, we've already had this conversation with them three different times during the sales process. We've had our internal kickoffs to review it. You know what their business objectives are. And they might say, well, we want to make them feel listened to. They don't feel listened to. if they feel like they're repeating themselves. And so what you need to do is set the stage and say, so I've reviewed this and what I understand is A, B and C, but I still want to ask you some more. I want to see if anything's changed. want to make sure that I hear it from your own words. That way you accomplish the best of both worlds in showing them that you've done your homework while still allowing for that open-ended response to make them feel listened to. If you don't set the stage, you... are often shooting yourself in the foot. I think doctors might do that fairly often.

    Eduardo Hariton (17:48) I think the other thing just to add is the average doctor will interrupt the patient in under a minute. You're like, tell me what you're really here for. then some patients will talk for 10 minutes. They're there to unload. And you're sitting there and you're like, OK, I'm ready to ask my next question. But I try really, really hard never to interrupt the patient on the first question. they will notice. There's a lot of data about this. Most doctors interrupt patients in under a minute. And it's a really important thing. I learned this from Robby Seddon at RMA of New York. He never interrupts a patient. And it could be one, it could be five, it could be 10. And you see the body language when that happens. And I think it's one of the best tips I've ever gotten. It's just let the patient tell you what they need to tell you. You will get through your history eventually. It's not going to hurt you if it took five extra minutes longer. They will feel much more heard if you just sit there and let them speak.

    Griffin Jones (18:45) But some people can also talk without end. So do you never interrupt patients or you just make sure you never interrupt them in that first question and then maybe late in subsequent questions, then you politely redirect.

    Eduardo Hariton (18:58) Yeah, I will guide them through it. I try never to interrupt them in the first one. If it's been 10 minutes, I'd be like, that's super helpful. I just want to go back to that one thing you said and then kind of try to redirect a little bit. So it's not never, right? There's like the 95th percentile where you have to move through this questionnaire. You still have a lot of counseling to do after, but I think that first impression when you ask them a question and you interrupt them in 20 seconds, that's not what they're there for. So I have found that letting the patient speak a lot. and telling you how they feel, it gives you a lot of information. You see their body language, you see, are they talking about emotions? Are they talking about clinical? Did they have an experience that they're telling you about that made them disillusioned? That's something you should focus on this new clinic to make sure that experience doesn't repeat because they have PTSD, they have had trauma, they don't want to be here. This is not the fun way to have a baby. No one wants to be with us to have a baby, right? So really letting them go a little bit. can teach you a lot about them and then you can use that to help guide them in the way that they want to be guided, which I think is a really important experience part. Not every patient needs the same from you. You want to make sure that you're giving the patient what they need and making sure that they're a good fit for you.

    Griffin Jones (20:09) I think that's a really simple, actionable rule with a lot of benefit. At a bare minimum, never interrupt the patient on their first answer. And it's also something that you can set the stage for. I know it's not the same thing, but in job interviews, I know that some people can talk and some people are nervous and some people will just kind of talk in circles. And so in the very beginning of the interview, I said, we're really excited to get to know you. want to get to know you some more today. and I definitely want to make sure that I understand what's important to you in different areas. So there might be some times where I politely cut you off and I ask a different question because I really want to make sure that I get to know you today. And then at the end, I'm going to make sure that you have time to ask any further questions or say anything that you felt like wasn't covered. Is that okay? And so another way of setting the stage, but you talked about on the clinical side, that you think there might be ways, new technologies emerging that help clean up this data or aggregate this data, move the patient through the journey. Are those different technologies? There are some solutions that will clean up the data, but then patient journey automation is something completely different. What are those technologies? How do see them working?

    Eduardo Hariton (21:26) I mean, I think one of the biggest challenges is that our data is siloed, right? You have CRM data, customer information, financial stuff in one system that you have your EMR, which is your electronic medical record in another system, which you use to manage the patient. But most people have like a billing platform and a, you know, software platform. And then you have your, you know, video link, you know, system, however you do your telehealth consult. And then there's probably a financial system. And sometimes they're integrating the talk to each other and sometimes they're not. When you think about aggregating clinical data, there's often some sort of API or bespoke integration between your front end system so that the non-clinical data gets into the EMR and if they change their address, it's connected and that kind of process. And sometimes there's not and they're living in complete silos. I think there are... new companies coming into the market that are looking and saying, there are a lot of issues in how we handle clinical data. And clinical data is particularly hard because it is much harder to train a doctor like me to enter everything in the same exact way than it is to train a front end customer service person. Like, hey, when we intake people, this is our protocol. We follow these steps. So doctors like to chart differently. They have to write notes for their sales differently. So you have a lot of data coming in. The data is as good as what we put into the system. So garbage in, garbage out. If we don't, if people can't understand what we're writing, then we can't make sense of it. And that happens when we're cross covering for each other. When I'm working the weekend and I'm taking care of my partner's patients, we work very hard to try to do things somewhat similarly so that when we're taking care of each other patients, we know what the patient needs. We know quickly. what needs to happen and we can take care of them.

    Griffin Jones (23:17) You're not talking about not being able to understand each other's penmanship. You're talking about not being able to understand each other's shorthand. So you get on the same page of what you call things and how you write notes.

    Eduardo Hariton (23:28) that and also where we put it. Like if I'm looking where I put it and it's not there, where is it? Is it in this type of node? Is in this know checkbox field? Everybody has their flow they look for where's the AMH? Is it on the treatment plan? Is it on their lab history? And you don't want to bounce around 10 different ways with each patient when you're rounding on 50 or 70 or 100 patients in a day. You want to see that information quickly. So we all have to try to work in the same way but also Across clinics, people enter information to an EMR differently. And when you see it where I see it, which is at the network level, where you have like 20 or 25 clinics, all doing things differently, all some of them using different electronic medical records, and you're trying to say, what are the best practices? Like, how do we make our best clinic and our worst clinic closer together? How do we bring people that might have an issue in fertilization or an issue in conversion or a pregnancy rate issue. How do we understand it? How do we isolate the variables that might be contributing and try to bring them up? Because that's what really is going to help patients. And that's the real value of being part of a large network. It's not that we're like pointing fingers and being like, you're number one, you're number 20. We're saying like, what is it that number one does really well? And can we learn anything from that to go teach number 15 to 20 to help them? How do we bring those best practices? And no, sometimes it's the patients, right? Like some patients have lower prognosis. Some people take care of patients that have more comorbidities, are older, have a lower chance of success, but sometimes it's not. So it's really, you cannot answer those questions if you don't have data. You know, the first step of process improvement is measurement. And you have to be able to measure and you have to be able to measure. consistently and accurately and getting all of that data is a huge challenge with a fragmented system because you can't compare apples to oranges. So it's really a huge investment of time and effort to aggregate all of this data into a single platform that we can use to start asking these questions. And, you know, I'm sure we'll touch on this later, but that can help process improvement, QIQA, setting KPIs. but it also helps the field because it helps research. Like we're very lucky at USF to have five fellowships and two of very smart, hungry fellows that are trying to ask existential questions about our field. And before it used to take a long time to get enough data to answer those questions. If we can give them data from 20 clinics that are working together and we can have it clean for them to ask these questions, they're going to ask them and answer them a lot quicker. We can delve into that later too.

    Griffin Jones (26:19) I want to delve into some of that. You told me at ASRM about a company called Cercle. I didn't know them at the time. I just asked you an open-ended question of who I should be paying attention to. I asked David Stern the same thing. And you both told me about this company called Cercle that I know now. But I didn't know at the time. What did they do?

    Eduardo Hariton (26:41) So Cercle is an artificial intelligence company and their core competency is to use AI and agents to clean data. So they will go into an Excel file with a bunch of patient data or PDFs or JPEG images and they will sweep through that data and they will extract and number one, they will structure. So they will take those patient variables and put them into what they call the graph, which is essentially a relational database that connects every patient to another patient and connects every data point to each other. So it's no longer in like columns and rows, but in this kind of relational database that then you can use to ask questions for them. And they will also anonymize the data. So they don't care if it's Patty or Jenny or John, they just care that this is a patient. of these demographics that went through a system. And that allows them to ask very complex questions of the data. They're agnostic to electronic medical records. if you have like, we did multiple medical records in one system, they are able to take that data, absorb it from different ones, and then put it in an apples to apples way where we can look across different DMRs when before that would have been exceedingly challenging.

    Griffin Jones (28:07) Does that solve for the underlying API issue or no? Because normally you would have to have something that the EMRs are all connected under a certain underlying API in order for that to work, right? Does that help to get around that or is that a different issue? Eduardo Hariton (28:24) Well, it depends on the EMR. they don't necessarily, you know, they could, I guess, essentially take the data, clean it, and then push it back into the EMR. I think there's probably some compliance issues there that you need to think about and like, you know, data quality and be very comfortable that it's not going to change in a way where you're making a decision. But essentially, you can extract it out of the EMR and see it outside of your EMR in a way that is very useful. not necessarily for, you know, hey, this patient, I send them the data, they sent it back and now I'm looking at the data they got me, but rather aggregated patients. you know, one of the use cases that we have, built an artificial intelligence predictor tool, I wanted to be able to give my patients personalized predictions as to what they did. And because we were able to work with Cercle in creating this graph that has our patient, you know, anonymized data. So they don't know what patients what, but they know that 26 year old with this AMH and that diagnosis had these outcomes. I'm able to ask them, I have a 34 year old with PCOS and AMH of 3.5 and antral follicle count of so-and-so. And this is the partner semen analysis. That person's in front of me and they're asking me what's their pregnancy rate if they do IUI and IVF. So I go to this predictor tool, I enter these variables and I'm able to within seconds present them data from the last eight years across our network of how patients like them did. That helps the patient make an informed decision so that patient can then understand, okay, well, IUI cost this, you know, maybe has this percent chance of success. If I'm not there, I'll have to go to IVF. Which one seems more appealing? How do I, you know, what's the right path for me? It also sets expectations, right? When I'm calling that patient and I'm like, Hey, you know, your IUI cycle was not successful. I'm sorry. I don't have better news. Let's try it again. It's not a huge shock because they understand that the success rate of IVF is higher than IUI or that IUI was not going to work in two or three people, for example. So it sets the stage to set realistic expectations. And we started using this recently, so I don't have a ton of data to show for it yet. But I want to understand if when that patient fails the first cycle, that patient sticks around with us for that second cycle, because they understood that was a possibility rather than have this big disappointment. And then they're like, I can't believe this happened. There must be something wrong. I need to go somewhere else because clearly something didn't work out here. I think the expectation setting.

    Griffin Jones (31:07) Will you have those business insights to be able to see our conversion to second cycle after failed first cycle has increased using this? Eduardo Hariton (31:18) Yeah, absolutely. Yeah, that's part of why we want to understand. Like we want to know if these tools are helpful to patients, you know, to some degree. Yes, we want people who need treatment to get the treatment that they need. That's an important business metric for the organization. But for me as a clinician, that's, you know, I'm spending an hour with a patient. I want to understand if that patient doesn't stick with me. Why is that happening? Is it because I'm not setting the right expectations? Is it because my team's not working well in the diagnostic phase? Is it because I'm just not the right fit? Those are all things that are okay, but you see conversion of 70 % for some doctors and 10 % for others. So to the same point of like using data to help improve, we want to understand what do the people that convert 70 % of patients do well and how can that help the people that convert 10 % because we want to work harder, not smarter. You know, we have all talked about the bottleneck of fertility is providers and it's a supply-side problem. So if you have a doctor that has to see 10 patients for every one that goes to treatment, you're not using their time efficiently. So this is just one of the tools that can help patients. And I do think it's going to move the needle in how they convert. I think it's going to distill down probability. That's very complex for a patient to understand into a very easy to understand process. But I think ultimately it's part of building that. expectation for the patient to help them know what's next and know what to expect.

    Griffin Jones (32:47) Is the Delta really that wide in conversion between doctors 70 % to 10 %?

    Eduardo Hariton (32:54) In some, yeah. mean, I think it's not just the doctor there. It's like, know, new physician, difficult market, cash pay versus a lot of managed care. So there are a lot of variables that are there, but yeah, there are, there's a very wide, you know, even within clinic, there's a wide range of what people convert. So that's the same market. And then across the country, there's even wider variations of what folks convert.

    Griffin Jones (33:19) 10 % seems like you would have a hard time staying in business. I've seen variation and have seen some with 70 % and probably some with lower than 30 % and then you start to get concerned. It sounds like there's a really big gap there.

    Eduardo Hariton (33:40) Yeah, I mean, I think you have to think about someone's practice. And yes, I would not want to be in a situation where I have to see, again, 10 new patients for one that converts, but you have to measure conversion at a given time point. So if you measure conversion at four months or five months, some people take longer than that. Some people have to save, some of it is financial. So it's not like those patients never come back, but they might just not come back yet. Some people have surgical expertise. So they're seeing patients for a different thing and they like operating on endometriosis. So they're seeing three, four endometriosis patients that might not need surgery for everyone that does. So there's an element of clinical variation, but yes, 10 % is low. And I'd say most people probably hover in the 20 to 40 to 50%. Anything over 50 is fantastic.

    Griffin Jones (34:35) With these tools, are you getting real conversion rate data now? Because when people used to hire us, they would ask that and I could just help them do it directionally. The napkin math is that you take your number of retrievals for a year and you divide it by your number of new patients. And that gives you a directional conversion rate. But it only works over a longer period of time, like 12 months, maybe six. It doesn't work over a quarter. It certainly doesn't work over a month because... It obviously takes a longer time for some people to convert, but that gives you some directional math. Are you comfortable that when you see a conversion rate for a doc now that you're looking at the true number?

    Eduardo Hariton (35:16) Yeah, and you know, we have our own internal tools for this, but the right way to measure conversion is to say, okay, we are, you know, so to speak, let's say we are in June, because I don't know when this is going to air. So if we're in June, we want to know, are the patients that I'm seeing today in June are going to convert by November? So in November, we have to look back and say, how many of the people that Eduardo saw in June have gone to treatment? What treatment have they gone to? who didn't convert and ideally understand why they didn't convert. But you're looking at a time point, it doesn't matter. We could have a super busy June, but those are the January patients, Like December and January are typically slow months for IVF. It's not that our conversion is bad, it's that we often close the lab and don't do a lot of retrievals. So the real metric is at a given time point and every... network or clinic and pick whatever the time point is depending on how their curve of conversion, what the sweet spot is, but you want to see how many patients that you saw X number of months ago have converted by now. That's your true conversion because you're actually tying those treatments to the patient and we do have the ability to do that and we do have the ability to understand how the tracks over time, you know, everybody, you know, fluctuates a little bit, but you see pretty decent trends in conversion as to what happens to a physician. And I think one of the things, you you know this about me, like I really enjoy teaching and like I enjoy working with fellows and I enjoy working with new associates and I'm a new associate. So I don't know the secrets of this is partly selfish for me. I want to understand what do the people that have conversion rates over 50 % do? How do they talk to their patients? How do they run their clinical teams? How do they follow up? How can someone do 500 cycles and every patient loves them and feel like they're their only patient? And some people struggle with that at 200 cycles. You know, it's really important, helpful information to understand, you know, the variations in practice. I want to learn from the people that are super productive because as you get busier, it gets harder. Early on, I can call my patient all the time. I can give them all of the results. And that's what you should be doing to build yourself, to get comfortable and to build those relationships and that kind of marketing army of pregnant patients that are going to recommend you. But as you get busier, that gets harder and you have to pick and choose what matters. So looking and seeing what matters that all these superstars do clinically and in productivity and how will you translate that into things that you can do yourself to run a very efficient practice and how will you give that to the next generation of physicians to give them the wherewithal and the tools and the savviness to think about these things early on, because this is not natural. Like we all wanna be 110 % for every single patient. We all wanna get back to them the same day at the same time and make them feel heard, because that's what the patient wants, but time just doesn't allow us. So picking and choosing the time points where it really means a lot to connect with that patient, I think can give you most of that, but also make you efficient as you grow your practice.

    Griffin Jones (38:27) And it's really hard to scale the replication of those best practices without the data, isn't it? Because one of the barriers that I hear to scaling care is docs say, well, I've got to be the one to do this attention, to provide this attention, to do this particular service. And it's not immediately clear to me what's necessary for the doctor to do every single time. But if you could at least see this doc by volume, this doc by conversion rate, and by these docs by volume conversion rate and NPS score versus these ones, then you could at least start to say, okay, there are things that they're doing that their patients are happy with them. And it's obviously not a question of volume. But you need that data first.

    Eduardo Hariton (39:14) Yeah, I mean, you don't even know. don't know what the best practices are if you can't measure them. You don't know who the superstars are if you can't measure these things. So absolutely you need that. There's an element of personality too, but I think a lot of it is understanding what those are and what people do. And I think what my sense is from talking to a lot of these folks is one thing that they do really well is set expectations. from the beginning, like I'm going to be your doctor, I am going to be picking your protocol, you're not going to see me through your IVF cycle, my sonographers do this. I'm going to be looking at all the images and making the important decision, but the reason why I'm sitting here with you for an hour is that I have three people doing ultrasounds for me in the three rooms next door, and I'm going to be looking at all of those images as soon as we're done. I am probably not gonna do your retrieval. I hope we get lucky and it falls on my day, but I want the retrieval to be on the best day for you, not the best day for my schedule. So we all take turns doing them and I would let my sister go through a retrieval with any of my partners, they're skilled, they're well trained, but I just want you to know that because I don't want you to be disappointed. And I'm hoping it works out that it's me, but statistically it probably won't because there's 10 of us. And when you set those expectations along the way, The patient's not constantly disappointed. They're not expecting to see you every day, but you have a lot more time to pick up the phone and give them a call here and there, and they get excited. They're so grateful that they get to hear from you. know, Ruhi's taught me that. She sets the right expectations from day one. You're probably not gonna see me. You're gonna see this. This is all my care team. I'm one of them. I'm not at the top. We're gonna all take great care of you. And then over time, you do that. And some of the other really productive doctors have a strong team. nurse practitioners, APPs, strong nurses, clinical coordinators, you're all working together, they need to feel like those people are part of the team and they need to know that most of the interaction will happen with them upfront or they're going to be disappointed and your NPS score is going to

    Griffin Jones (41:17) When you talk about data and improvement, the first step being for data improvement is measurement. To what extent do these tools help mitigate the... insufficient input and to what extent is input always unmitigatable.

    Eduardo Hariton (41:33) I mean, would say garbage in garbage out always, right? Like if you are not charting correctly, if the information is not there, you do not want this to be made up. There's a concept where you can have smart fixing of emptiness. I forget the official term, but it's essentially like inputting empty values to our best guess. Statistically, you could do that. You do not want to do that for patient data. You do not want to be like, well, her androphobia was this, so we assume her image would be that. Let's just go with that. You have to account for the missingness of the data, and it's OK for it to be missing. But the input part, it's really important. And I don't think that's something that we can necessarily fix looking backwards. I think that's something that we have to improve moving forward and create standards of how we use this electronic. medical records. The part that we haven't touched on is people think that the electronic medical record is a technology and you're just like, I switch EMRs, this one's nicer, it has an app. But an electronic medical record is a foundational operating model of your clinic. When you build a clinic, you build it around an EMR and a set of flows. And when you transition from one electronic medical record to another, That changes how you communicate with your clinical team. That changes how your day works and how you're rounding on patients and how you're taking care of tasks and reviewing them. So your whole flow, you have to take a step back and understand, I, what worked well about that tool? And what do I wanna replicate? And what didn't work well? And what do I have a new tool here? That change management is incredibly hard because it's... changing people. People don't like change, number one, but it's also it might constrain you in a way that you don't want to be constrained. Things that you might have liked about the older one you can't do here because it's just not how it's displayed or solved. So really thinking through how do you use your technology in order to provide better care, the EMR is the central part of that as a physician. And that's why it's such an important decision. What EMR do you use? And is it going to make you more efficient, less efficient? how painful would that change be? And really know that for those first like one, two, three months of a transition, you're going to be swimming upstream because your clinic is just gonna run more inefficiently. But once you hit that velocity, hopefully you switch to something that makes you more efficient and then you start getting like half an hour, an hour, two hours of your day back where before it was really manual tasking and now you can do it more efficient.

    Griffin Jones (44:15) Is the reason, is that the reason why EMRs have not really been able to integrate with CRMs that it's not just a software, it's a foundational operating model for the clinic?

    Eduardo Hariton (44:28) I don't think that's necessarily the reason. I think a lot of EMRs should probably think about being CRMs in the future, right? Like there is nothing, you I think being an EMR is a lot more complex than being a CRM to some degree, but that patient should come in and flow right through to some degree. So there's integration that has been built between CRMs and EMRs, but I don't think that that's necessarily the reason. I think the people who are building EMRs have a core. core competency in that. there's really CRM is not just a fertility thing. We're a niche industry, we're small, there's not that many clinics. So the amount of interest that you have in building a fertility on EMR is very different than what you have in building patient CRM in healthcare. So we often have great solutions that are used across dermatology, ophthalmology, a bunch of independent private practices or networks or even hospitals that are very good CRMs. they just are not going to go into the EMR space infertility. It's also hard to go the other way because you're competing against very big, well-capitalized players. But in a perfect world, you either would integrate them both very seamlessly or have a CRM function that can take you all the way upstream.

    Griffin Jones (45:44) This was always at the top of the list of challenges that we faced when we were doing marketing for clinics, that there was never a good CRM in the fertility space. You talked about maybe the reason why it hasn't gone the other way of EMRs getting into the CRM space is because there's well-capitalized players. Why do you think that they haven't further developed this CRM capability? And we're seeing all these other patient triage, patient automation systems try to come in and do that in the fertility space. I think the EMRs have said that, we have these capabilities. We work with them. They didn't. You could not use them for any meaningful CRM purpose. despite them saying, you can pull this report and that report. Why not?

    Eduardo Hariton (46:31) I think eventually some will, is my guess, over time that's going to become more more important and you know, it's going to become a differentiator for whoever does it and does it well. I think the challenge is that it's not their core competency and building a medical record system is very hard. So when you look at the engineers, the front and back and the people building these EMRs, they are heads down trying to make their EMRs better. If it's a new one, there's a lot to improve. If it's an old one, there's a lot to update. So when you say, okay, I have this set of customers, nobody loves their EMRs, so you already have a set of grumpy customers. It's good enough, some are good, some are not so good, some are very bad, but like NPS scores for EMRs, not great, because it's always something about it that could be better. And you say, well, I can use my resources to go build this other thing that then I have to go cross-sell, or I can work on improving my product that... people don't like, but I have to keep them liking, you're going to go to that first one. That's your core competency. That's what feeds you. And you're not going to go develop something else. It takes a lot of investment to do that. And it's a bet. Do I think someone's going to take that bet when they take a step back and look at the whole ecosystem? I do. I think that eventually someone will do that. But I see if I was running an EMR company and I had a list of like hundreds of things that my doctors wanted to make better. and those are the people that are paying for my mortgage at the moment, I would focus all of my attention in building a better and better EMR. Plus you also want to focus your attention in going and building your company by getting more people to switch over to your EMR. So I think people are just heads down in trying to run their companies that they're not stepping back and looking at the whole picture. But eventually I think someone will.

    Griffin Jones (48:23) You mentioned the next step after you've improved measurement, then you can really invest in process improvement in QI and QA. How? What are some specific use cases of being able to do that?

    Eduardo Hariton (48:36) I think the most clear use case and the easiest one is the lab. We can look into the lab and you have an input which is eggs that a physician retrieves and then you have an output which is embryos that make pregnancy and you have very discrete steps across that process. you know, how many eggs that you exe fertilize correctly. So your fertilization rate, same for conventional. How many blastocysts that you grow. make it to day five or day six, quality of the blastosis, how many of those implant and give pregnancies. So you have clear points, you your thought rate, survival rates, et cetera. You can look across your clinic, can look across physician, we can look across the network and try to understand what are my best performing labs, what are my worst performing labs? What do we know about each of them? Is it the patients? Is there a different inpatient? When you control for the patient coming in and you make it, apples to apples, this age range, know, all using PGT or not using PGT, do we still see those differences and what can we learn about it? And some of them you can learn from the EMR and you can see, hey, and some of them you have to go in person. So we do a lot of like think tanks and flying people from one lab to the other. And we take one lab director, have them come here and go over there and really try to understand those practices to see where we can do and we can move the needle. but you need that granular data as to what's happening. I also think it's important to do it at the clinic level. This was something that predated me at RSA Bay where our doctors have a great culture of transparency and we have a lab director that is very maniacal about measurement. So we would get reports that say pregnancy rate by physician for this quarter and pregnancy rate by embryologist and the combination of both. And we could see I do better, this does better, this person had a bad quarter, but, then, you you have, you know, humble founder of the practice would say, have a lower pregnancy rate this month. Can someone come watch my transfers, make sure that I'm not doing, you know, and, and to me that is exactly the kind of culture that you need to get better. And nothing was different. Everything was perfect. It was a fluke. His patients were lower prognosis and and it happens to me and it happens to everybody else. But you see that it happens to your senior partner, it happens to you. Everybody has fluctuations. What you don't want to happen is you go two years with someone that has 20, 30 % lower pregnancy rate because they're doing something different and no one noticed because no one looked, right? We want to know. I want to be able to tell my patients in that first visit, I tell them, it doesn't matter who retrieves you, you're going to get the same. So I know that when we didn't get a lot of eggs for my patient, I can call them the next day and they're like, I wish you would have been there to do that. And I can say, we measure this. We know that each of our doctors gets the same number of eggs, gets the same maturity. We all see how we do things and we measure that. So if I was there, I would have also gotten four eggs for you. I can say that not just because I'm making you feel better, but because we measure this and we want to know that. And we want to know that the new doctors that join our practice are practicing to a standard of care. We want to know that everybody's progressing well and we want to understand not to be punitive in any way, but to really help them improve. So that culture of measurement, I think predated our practice and my time there. And it's something that I have found super important as we think about quality and quality improvement for a bigger organization.

    Griffin Jones (52:17) once you have these benchmarks, how are they disseminated? Am I looking in as a physician, am I looking in a portal and seeing my conversion rate against the average conversion rate or my number of patients or my retrievals against the average number or my success rate or my NPS score? I like seeing all that in some sort of portal against my own data or does US Fertility have a quarterly meeting where you get everybody on Zoom and tell them like, Here's what the benchmarks are. How do you disseminate benchmarks?

    Eduardo Hariton (52:49) So I think the each practice gets a report every month that shows you, know, how you're doing, what's your conversion, how many retrievals, how many transfers, all of this, which is just to help you track how you are and how you're doing. And you can see you and you can see your partners. This is not secretive in any way. We want people to understand how they're doing and see how other people are doing. And it's not necessarily to be like, you have to do more, you have to do more. It's to show you like, you know, this is what's possible and this is the range of what things are and you can use that as you want. You know, we want our practice directors to help, especially younger physicians who are growing their practice, understand what those are and help them see, well, if your conversion is an issue, let's think about how we improve. If your new patient visits are the problem, let's get you out there. Let's get you some lunches. Do you want to do a couple of webinars? Like what can we do to support you grow your practice at your own pace? But you need that data. to be able to do that. Every practice itself manages the clinical quality side a little bit different. We have Kate Devine at the top organization looking at it across all our practices, but at each practice level, there's medical directors and there's leadership that can help understand what that means. And you're going to have some variation that is inherent and normal, but you really want to understand, especially for the people that proactively are like, I'm seeing that I'm not where I want to be. someone help me. We want to have those systems, coaching, that mentorship, that data to help diagnose the problem so that we can help them grow. And that can be, they're not getting patients in the door. They need to get out there a little bit more, build those referrals. That could be those patients that are not sticking with them. It's harder when you're younger. Patients want experience and they know when you graduated fellowship and they can see how young you are. So you have to help them feel like they're gonna get top notch care, which they will, but you gotta make them believe it. And that takes a little while to develop and get to know. So we try to give them that data, give them the support that they need and give them that information to empower them to grow the practice that they want to grow and build.

    Griffin Jones (55:02) Do you know off the top of your head how many EMRs US Fertility had at one point? You have the US Fertility EMR, but with all the acquisition, with ovation, you've got all these different practices and labs. Are we talking like six, seven, eight different EMRs at one point? More than that?

    Eduardo Hariton (55:19) I'd say I can think of four of the top of my head and I think that there are more in some of the clinics that are there. So I'd say if I had to guess, I would say like five to seven, or take.

    Griffin Jones (55:35) Standardizing data across that many seems really difficult. Why did you choose Cercle to be able to do that? What did they have or show that made them make sense to be the people to use that for?

    Eduardo Hariton (55:50) So what was unique about them was that their core competency was harmonizing the data and structuring it and ingesting it. So to be very clear, this is still a process that requires a lot of input. So when you bring a new EMR on board, we do have to map every column and every file. Everybody calls them differently. They're not the same. They have different scales. have to spend the time making sense of all of it, then we have to QI it, then we have to make sure it matches what they were measuring. And sometimes, you know, that's inaccurate. So it said that they were like measuring it wrong, or it said that we ingested it wrong. Like, what does that look like? So there's a lot of work each time you do that. It's not like you press a button and all of a sudden the dashboard's up. But the cleaning part of it, they're looking through different data fields, they're ingesting, they're making it match. side of things is automated in a way that even in SQL or some of those programs would have been really challenging and difficult to do. So I want all of that process to be sound, but also as automated as it can be. And that's a core competency that we do not have. We do not have software engineer. We do not have agents that we can send into a database.

    Griffin Jones (57:05) And is that normally what you would have to do? Hire data architects to build that in SQL or some other language and build that all out? Eduardo Hariton (57:14) I think what you would have to do if you were trying to aggregate it all in the old school ways, you would have this like massive Excel file with the 60 columns you care about. And you would have to have a ton of like pivot tables and macros to bring data from different ones that fit into the right one. And you would have to do that each time. So each time you add it, it would have to be processed. When you do it with Cercle, once they build the, you know, call them the highways. Once the highways are built and you know the off ramp and what data goes where, when it comes this way, it's always has to go that way. Then you can really just give them the same structure of data and get the output already. So a lot of the work is upfront in making sure it's validated and it flows well. But once it flows well, it's gonna continue to flow well, because it's gonna, they already know what highway exit to take for. this piece or that piece.

    Griffin Jones (58:12) four years ago, you and I had a bet. Would the cost of IVF increase or decrease within five years? I'm not going to gloat too much, Eduardo. I'm not going to go too much over you. I am going to gloat a little bit more over the people that when you and I were speaking at a conference two years ago. So at this point, we were two years into the five-year bet, not four, but also not zero. So they only had to look ahead to a three year horizon. I asked them if they agreed with you or if they agreed with me. It was 80, maybe 90 % of people agreed with you. And I knew that I was right in that moment after they all raised their hand and said that. But then the comments that they said after, they clearly couldn't figure out how to bring down the cost of IVF. So my question is, why hasn't the cost of IVF come down? And can tools like this or this approach to data... Will that bring the cost of IVF down? Why hasn't it come down? What will be necessary using this technology or otherwise to make it so?

    Eduardo Hariton (59:21) I would say I still got a year, but it's not looking good for me. ⁓ It's not looking good for me. I would say because we have a supply side problem. It's basic price elasticity macroeconomics. I think as you have more and more people coming to the system, this is a fixed cost business. The marginal cost of the next retrieval is always going to be the lowest. So we're going to scale.

    Griffin Jones (59:26) No it's not.

    Eduardo Hariton (59:46) to where we can support that lower cost of IVF. And there are some lower cost models that can deliver IVF, but it's not going to be the way that we're used to delivering IVF. And once we break through that bottleneck of how many retrievals we're able to do, once we make people have the tools to be able to be more efficient without sacrificing the patient experience or the patient outcome, which are the two important things, then I think we're going to start to see. that cost of IVF starting to drop. And then we have to pass it on to the patients. And I think when we think about passing it on to the patients, I think that pressure is going to come from managed care. So if California covers nine more million people in the next few years, we're going to have to do a lot more IVF. But those insurances that are covering that much, they're not going to pay our sticker price. They're going to pay less. And then we're going to have to be able to know, how do I take care of those patients? And with this amount, And David Stern talks about that all the time when he talks about the Massachusetts experience. They're able to do IVF cycles with great outcomes at a lower cost because they're built for scale. They're built for volume and their average physician does more retrievals than the average physician in the United States. So once we remove that supply side and we have that volume coming in, I do think that cost is going down, but right now we don't have that happen. And it's happened slower. than I expected it to happen when I was a Green fellow in fellowship talking to you. But I do think it's eventually going to happen. So I'm going to double down at the end of next year and we'll make another bet. I do think this data will help us lower the cost of care over time. I think it's going to allow us to be more efficient. It's going to not only on the data and CRM side, but on how we manage patient care. It's going to help us meet the patients where they are, communicate that in a way where it doesn't require so many people hours. And the biggest cost in our clinics is not media or icky pipettes, it's people. We have to take care of more patients with less people. And we have to take the tasks that are annoying for those people, like looking through a thousand pages of Kaiser records and automate that, because my nurse also wants to talk to the patient and she also wants to call them with their pregnancy test. She doesn't want to look through their nail infections from 10 years ago. So if we can use the technology to automate the tasks that do not give our employees joy and let everybody work at the top of their license and let someone like me help my patients and connect with them without having to do the manual work, we're going to run much more efficient clinics. We're going to be able to deliver the same outcomes in IVF for a lower cost. And eventually I'm going to win that bet.

    Griffin Jones (1:02:36) Well, yeah, because then it's a different bet. So I'm not going to let you double down because I'm not going to take the opposite side of that bet again. I'm not going to take it next year because I am starting to see enough of things in the pipeline to provide that scale that you're describing. But I also don't know that I would take your side of the bet just yet. I'll wait. I'll let the rest of the year finish out and then and then decide if I want to join you on your side of the fence. for next year. But do you think the number one thing is that managed care did not increase to the volume that you're expecting? Is that the main catalyst in your view?

    Eduardo Hariton (1:03:15) I don't think that necessarily is that, but I think that we have a system where we have more people wanting our care than we have the ability to deliver that care to some degree, right? There's no waitlist everywhere. There's people that are not busy, but generally you have, when you have a supply side problem, you are able to price how you want and you are able to price at a price that helps you run the clinic. So if someone's willing to pay me X, why am I going to charge them 80 %? I have a lot of cost too. is, you you could call it greedy, but you could call it, well, if I charge them what they're willing to pay me, I can hire that patient experience navigator and I can invest in this technology and I can build the app that they've been asking for a while. So you essentially use that and you invest in your company and you grow. So, you know, I think when, when no one's telling you to lower your price, you're not going to lower your price when people are helped, you know, when When you have pressure, you're going to have to figure out how to survive in a different environment. You know, there's concierge medicine, there's like bare bones medicine, and then there's somewhere in between. And right now we're in a world where we have enough demand that the price side of the equation is not necessarily the biggest variable at the moment. You're able to grow without that. But I think that over time, managed care is going to drive some price pressure. And I know that from looking at what happens in Illinois and what happens in Massachusetts and talking to colleagues there, when the revenue per retrieval goes down, you need to figure out how to operate more lean and efficiently. And the question is, can we bring those models to different markets in the absence of managed care? We can and we should, and we should want to be more efficient to help more patients. But our costs are going up too. So when you look at the clinics, like there's, I'm not going to go into the whole inflation thing, but like our cost to serve goes up. When my nurse goes to the supermarket and the cost are 30 % higher, I need to pay her more and I need to pay my suppliers more and everything has gone out. So the reason why the prices have gone up and I'm not going to inflation adjusted for you on our bed, but when our cost to serve go up. Yeah. Yeah.

    The Griffin Jones (1:05:27) We made the bet in 2021, The inflation was already underway. Eduardo Hariton (1:05:34) when you have our costs going up, we have to raise our prices. That's the only way we can maintain our margins and survive. But if the margin is getting squeezed from the top, then we have to figure out how to shrink our cost to serve. And I think the biggest opportunity that we have, and it ties to data to some degree, is technology. I think we can serve our patients with technology a lot better. And I'll pull from David and Abigail, like no one comes to our clinic. One, they don't want to be there. No one likes to have a baby in our clinic. And when they come, they want a baby. They don't want a cycle. They don't want your empathy. They do. like what they really want is to walk out of your clinic as quickly as possible for at least as possible with their baby. And we need to figure out what is it that really matters to that patient and how do we give them that. And that's the baby, but that's also the experience. We can give them just as good of an experience using technology for a lower cost, less people on our side, less operations, less phone calls, more texting, more automation, and still have them work out of our clinic thrilled, grateful, and recommending us without needing to invest so heavily in the people side. And what I want from my people, I want them to do things that make them happy. I walk into my nurse's room. And I see when they had a good day and when they had a bad day and when they had a good day, they're the days that are spending time with patients. They're seeing them, they're cheering them on. They cannot wait to come to those ultrasounds with me because they're living that experience with the patient too. They don't want to be in front of a screen reading records and inputting data and that kind of stuff. So I think we're going to use technology so much better over the next five to 10 years in making that experience better for our staff. for our patients and then using the efficiencies that we gain to be able to open our aperture and say, we are now willing and able to take care of a lot more people and go downstream from the small subset that we're able to serve right now to serve a much more vast population of patients. And that's the right thing to do for the business. It's the right thing to do ethically. And it's the right thing to do for the socioeconomic trends that we have where we're not replacing. our population in terms of the number of families that want and need to have kids. So I think to meet that need, which is an imperative in terms of the replacement rates across the developed world, we need to take that approach and open it up so more people can come in.

    Griffin Jones (1:08:06) Every time we talk, I could talk to you for a couple more hours and I think the audience could listen for a couple more hours every time. So audience, if I'm not giving you enough Eduardo, check out his channel, check out Fertility Explained and get some more of Dr. Heriton's insights. Of course, we'll have you back on. Man, I love having you on the program. Thanks for coming back on the show.

    Eduardo Hariton (1:08:26) Thanks so much for having me. And I'm glad I booked that extra half hour because you thought we would be done. And here we are, up to the top of the hour. All right. Have a great day. Great to see you. Griffin Jones (1:08:32) Parkinson's law. Thanks, mate.

    Eduardo Hariton (1:08:39) Cercle is an artificial intelligence company and their core competency is to use AI and agents to clean data. So they will go into an Excel file with a bunch of patient data or PDFs or JPEG images and they will sweep through that data and they will extract and they will structure.

HaritonMD
Website

Dr. Eduardo Hariton
LinkedIn
Facebook
Instagram


 
 

253 Booming IVF Innovation. What the US and world can learn from Mexico. Daniel Madero. Juan Moctezuma.

 
 

Today’s Advertiser helped make the production and delivery of this episode possible. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the Advertiser. The Advertiser does not have editorial control over the content of this episode, nor does the Advertiser's sponsorship constitute an endorsement of the guest or their organization. The guest's appearance is not an endorsement of the Advertiser.


What if 25–35% of patients in the U.S., Canada, or Europe left for equal-quality IVF at a quarter of the cost?

In this episode we take you back to Mexico City, ground zero for what may be the next global IVF surge.

Juan Esteban Moctezuma, Co-Founder and Co-CEO of Reina Madre, and Daniel Madero, CEO of Fertilidad Integral, join the show to discuss:

  • The hub-and-spoke model fueling their growth

  • How they plan to scale egg freezing and IVF nationwide

  • Why they’re betting big on automated IVF labs from Conceivable

  • How tech, capital, and Ob/Gyn funnels could transform IVF care across Latin America

  • Why this may be one of the biggest untapped investment opportunities in global fertility care.


Get Exclusive Updates on the Future of the IVF Lab
100 Patients Enrolled in Groundbreaking IRB-Approved Study

  • Follow Conceivable Life Sciences on LinkedIn for exclusive updates from the AURA IRB study.

  • Measuring AURA’s automated IVF lab against today’s clinical benchmarks

  • Designed to improve consistency, efficiency, and outcomes

  • Get early insights before results are widely published

  • Be first to see what could redefine embryology

The revolution is underway. Don’t miss the data that could change your lab forever.

Follow Conceivable Life Sciences on LinkedIn today.

  • 00:00:02:21 - 00:00:15:10

    Speaker 1 - Juan Moctezuma

    Mexico is already, a third or even less of the cost. Us as in the US. Right. And then, other has always been and will be about access and about delivering the best quality, but at lower cost.

     

    00:00:15:12 - 00:00:45:12

    Speaker 2 - Daniel Madero

    That means that even though we used evidence based medicine at the treatment level, we are supporting the patient throughout. The experience with wellness is what we call it. So we have a psychologist and, nutritionist. We do acupuncture and massages.

     

    00:00:45:14 - 00:01:09:10

    Speaker 3 - Griffin Jones

    What if a quarter or a third of your patients left the US or Canada or Europe to get equal quality IVF for a quarter of the cost in another country? What country could that be? If you saw what I'm seeing here in this stunning district of the largest city in North America, the answer would be heir apparent. Juan Moctezuma is the co-founder and co-CEO of Reina madre, which among other specialties, is one of the largest ObGyn networks in Mexico.

     

    00:01:09:12 - 00:01:34:04

    Speaker 3 - Griffin Jones

    Daniel Madero is the CEO for Fertilidad Integral, one of the largest IVF groups in the city with two labs and three clinics. They talk about the hub and spoke model that each of their organizations are developing, how they plan to multiply the number of IVF and egg freezing patients in Mexico, how they plan to use technology like conceivable to scale IVF care and fill patient pipelines.

     

    00:01:34:06 - 00:01:57:02

    Speaker 3 - Griffin Jones

    Starting with the ObGyn, they discuss the capital markets in Mexico and why it's one of the biggest opportunities for investment in health, tech and IVF on the planet. They're both sold on this automated IVF lab from conceivable, but why? They talk about why it's such an integral part of their strategy for vast expansion. Joy.

     

    00:01:57:04 - 00:02:18:23

    Speaker 4

    Today's advertiser helped make the production and delivery of this episode possible for free to you, but the themes expressed by The Guest do not necessarily reflect the views of inside reproductive health, nor of the Advertiser. The Advertiser does not have editorial control over the content of this episode, and the guest appearance is not an endorsement of the Advertiser.

     

    00:02:19:01 - 00:02:44:14

    Speaker 3 - Griffin Jones

    Mr. Moctezuma, Juan, welcome to the Inside Reproductive Health podcast. Mr. Madero, Daniel, Danny, my friend, welcome back to the Inside Reproductive Health podcast. This time in person, this time on your turf. Looking forward to talking to both of you. Tell me a little bit, Juan, about the business model of Reyna madre, which is a large ObGyn group, a large group, a few different specialties as I understand.

     

    00:02:44:14 - 00:02:52:03

    Speaker 3 - Griffin Jones

    But tell me a little bit about Reyna madre at the global level. And then specifically in in an area.

     

    00:02:52:05 - 00:03:20:08

    Speaker 1 - Juan Moctezuma

    Of course. It's a pleasure to be here. Thank you for the invitation. So, both Reyna madre and Maria Linda, we are the largest network of ob gyn pediatrics and dermatology in in Mexico. We have a chain of 14 clinics throughout four states with a plan of going national in the years to come. And entering into ob gyn, we have a network of over 120 abortions.

     

    00:03:20:10 - 00:03:55:15

    Speaker 1 - Juan Moctezuma

    We have, five areas recently, in the last five years, and we are hoping to increase a lot. Our outreach, in terms of fertility, right now, we provide about 500,000 consultations in the three specialties that I mentioned at the beginning. Fertility is a very nascent, niche that we are covering, today. But with the help of of conceivable, we are sure that we will be able to, expand our access and reach much more, families.

     

    00:03:55:17 - 00:04:03:15

    Speaker 3 - Griffin Jones

    And that's so right now with those five areas, no IVF labs, you use other folks, IVF labs. That. Right.

     

    00:04:03:15 - 00:04:23:15

    Speaker 1 - Juan Moctezuma

    Exactly. So, so we mainly, are partnering with Hope IVF, nowadays and these five areas, we've given over 10,000 consultations in over three years, about 350 treatments on more than 100, IVF. But we we're hoping to increase the number significantly.

     

    00:04:23:17 - 00:04:44:12

    Speaker 3 - Griffin Jones

    Of those 120 OB GYNs. How much of what they're doing involves gynecological surgery related to fertility? Are many of those 120? Are they just practicing obstetrics? Are they doing delivery in hospitals? Tell me about what they're doing and what they might be doing. As you go further down the road of Roe, I sure.

     

    00:04:44:12 - 00:05:15:21

    Speaker 1 - Juan Moctezuma

    So today, are over. Provide about 25,000 consultations per month. And that's mainly, prenatal care that that's our core. We, deliver about 500 new babies per month in a chain of on a network of partner hospitals that that we have in the 14 clinics. And the other half is normal ob gyn. So they're they are not really doing any fertility, specialized fertility nowadays.

     

    00:05:16:02 - 00:05:21:06

    Speaker 1 - Juan Moctezuma

    But we are hoping to change that then. And we'll talk about that. Here.

     

    00:05:21:08 - 00:05:36:11

    Speaker 3 - Griffin Jones

    Denny, when you were last on the podcast, I couldn't believe it had been that long. You weren't even the CEO of Fertilidad Integral yet. I think you may have been in talks with them, but for the last year and a half, you've been running one of the biggest centers here in Mexico City. Thank you for increasing my Latam audience.

     

    00:05:36:11 - 00:05:54:21

    Speaker 3 - Griffin Jones

    Last time you were on the Latam audience increased. And so like to see those numbers go up some more hit subscribe. So tell me a bit about what you've learned in the last year. And a half. What have you seen from this IVF center that maybe you hadn't seen before or or just now that you're running one?

     

    00:05:54:21 - 00:05:55:23

    Speaker 3 - Griffin Jones

    What's it been like?

     

    00:05:56:01 - 00:06:21:16

    Speaker 2 - Daniel Madero

    So we are three clinics now. We have two full clinics, and we have a satellite clinic hub and spoke in Toluca, the same place where they have a hospital. This past year and a half has been very eye opening. So coming into Fertilidad integral, I had a view of IVF that's more traditional and in line with what we are used to seeing in the US.

     

    00:06:21:18 - 00:06:59:15

    Speaker 2 - Daniel Madero

    But Fertilidad integral is focused on providing integral treatment. So holistic treatment, that means that even though we use evidence based medicine at the treatment level, we are supporting the patient throughout the experience with wellness is what we call it. So we have a psychologist and, nutritionist. We do acupuncture and massages, and we include this as part of the treatment for patients going through IVF, be it freezing their eggs for preservation or trying to conceive.

     

    00:06:59:17 - 00:07:09:10

    Speaker 3 - Griffin Jones

    You talked a little bit about hub and spoke. So right now to IVF labs with those three clinics. Is that the case or where do you see the hub and spoke model going?

     

    00:07:09:12 - 00:07:33:17

    Speaker 2 - Daniel Madero

    One of the things that we've seen with our satellite clinic is we have a big population of patients that. So for context, Mexico City is a country. It's massive. And then when we talk about Mexico City, you also have Mexico State, which is basically the surrounding area around Mexico City. But it's a different state.

     

    00:07:33:17 - 00:07:36:23

    Speaker 3 - Griffin Jones

    So like LA and LA County, but bigger, correct.

     

    00:07:37:01 - 00:07:38:19

    Speaker 2 - Daniel Madero

    24 million people.

     

    00:07:38:21 - 00:07:40:14

    Speaker 3 - Griffin Jones

    In the city or in the state.

     

    00:07:40:16 - 00:08:15:07

    Speaker 2 - Daniel Madero

    In city and state. So we are seeing that a lot of people within the state are still two, three hours away, drive from Mexico City from our main lab. So we want to disrupt their everyday life as little as possible. So we're building this satellite clinics to try to get closer to them. So that drive is no longer two hours, but 30 45 minutes where they're going to have to do most of the treatment, their stimulation, follow ups, and then only be at the clinic for retrieval and transfer.

     

    00:08:15:08 - 00:08:22:21

    Speaker 2 - Daniel Madero

    That means that they only have to travel twice if they're doing IVF, or ones if they're doing egg freezing.

     

    00:08:22:22 - 00:08:36:17

    Speaker 3 - Griffin Jones

    Juan, do you see Reina madre getting into this hub and spoke model as well? Do you see yourselves being more of the spokes funneling into hubs like Hope, IVF or Fertilidad Integral. What's your vision for this?

     

    00:08:36:19 - 00:08:59:09

    Speaker 1 - Juan Moctezuma

    Yeah, sure. So we're thinking of doing something that has worked, very well for us in new deliveries. So we started in Toluca having our own hospital inpatient clinic with 20 with 20 rooms. And the way we expanded, we we were talking to the owners of these big, hospital groups, such as the Star Medical Center in Killeen.

     

    00:08:59:09 - 00:09:23:20

    Speaker 1 - Juan Moctezuma

    And they said, like, okay, if you bring me all of your volume, of course we'll give you, great prices. So we like that idea. We see ourselves. That's our very low CapEx, model going forward. And we don't want to own a single lab in IVF, but we want to do hundreds or even thousands of IVF. And I think that's where where, hope IVF and conceivable enter for us.

     

    00:09:24:00 - 00:09:37:17

    Speaker 3 - Griffin Jones

    So you've we're here at hope IVF and conceivably ora is here on site. What have you been looking at the past couple of months and how do you see it growing into your system.

     

    00:09:37:19 - 00:10:00:23

    Speaker 1 - Juan Moctezuma

    Sure. So so I think the key for us is to empower our OB GYNs to be able to be the first point of contact and, training them and giving them all the tools so they can refer to our areas and, and then, to patients to come to one of the spokes, such as hope, IVF. So the main, main point is our doctors.

     

    00:10:01:01 - 00:10:05:19

    Speaker 3 - Griffin Jones

    Don't you see that going the same way? Do you see the OB GYNs being the front line?

     

    00:10:05:21 - 00:10:35:07

    Speaker 2 - Daniel Madero

    This is a place where most of the markets that I've seen are similar. There is a clear break between rise and OB GYNs, and one of the biggest challenges that we have anywhere really, is how to actually bring that gap closer together. Here in Mexico, we are starting to pilot some programs with OB GYNs in order to empower them as well.

     

    00:10:35:09 - 00:11:01:04

    Speaker 2 - Daniel Madero

    In this case, as you know, I've worked I was working with Levy last time I was in this podcast. So with Levy with translated the product, and we're going to start putting it in the hands of doctors so they can be kinds so they can start, doing more with less, meaning they don't have to get educated in order to get to a concrete diagnosis.

     

    00:11:01:06 - 00:11:23:09

    Speaker 2 - Daniel Madero

    But we can give them tools so they can get there faster. And once we have, diagnosed patient with a treatment line that we need to follow, then we work with those who begins to either bring those patients to Fertilidad Integral or work with them in the stem, and then doing the retrieval and everything else, and certainly integral.

     

    00:11:23:11 - 00:11:49:17

    Speaker 2 - Daniel Madero

    But this is a pilot and I'm hoping this works. And you've seen it one. Right. Like you have access to hundreds of OB GYNs that are seeing patients on a daily basis. And in fertility, it's 1 in 6 that, in fact, that's affected like 1 in 6 patients that will be affected. So a lot of patients that are getting to your OB GYNs will either today or down the line, need treatment at some point.

     

     

     

    00:11:49:19 - 00:12:03:00

    Speaker 2 - Daniel Madero

     

    So bridging that gap is going to be key for the success of, I guess, what you're doing with what we want to achieve with conceivable as well. And for us moving forward.

     

    00:12:03:02 - 00:12:23:09

    Speaker 3 - Griffin Jones

    Do you see these pilot programs being able to replicate in the United States, or is there anything specific about the health care system in Mexico that makes the testing of this hub and spoke model either easier, or just makes Mexico more logical place to do it? First?

     

    00:12:23:11 - 00:12:42:22

    Speaker 1 - Juan Moctezuma

    Sure. So so I mean, Mexico is already, a third or even less of the costs us as in the US, right. And the other has always been and will be about access and about delivering the best quality, but at lower cost. So, so for us the game means volume. And with volume comes, lower costs on lower prices.

     

    00:12:42:22 - 00:12:56:17

    Speaker 1 - Juan Moctezuma

    Talk to our patients. So, today I don't see, that that's so clear. In the US, I see more for the US patients to come to Mexico. Really to be, to be honest. But that's my opinion, I don't know.

     

    00:12:56:19 - 00:13:11:19

    Speaker 2 - Daniel Madero

    And I'm going to speak from experience of working in the U.S here. I think that one of the bottlenecks that the US currently has is the amount of rice that are coming out every year. You know these better than I do.

     

    00:13:11:20 - 00:13:13:01

    Speaker 3 - Griffin Jones

    60 last year.

     

    00:13:13:03 - 00:13:14:22

    Speaker 2 - Daniel Madero

    And how many retired?

     

    00:13:15:00 - 00:13:17:08

    Speaker 3 - Griffin Jones

    I don't know, I actually want to find that number.

     

    00:13:17:09 - 00:13:41:18

    Speaker 2 - Daniel Madero

    Exactly. So I think the we're going to get to a point in which we might have in the US more rice, retiring than those coming into the market. But talking about Mexico, we actually have a steady flow of rice. The main challenge that we have in Mexico is that a lot of those rice and the practicing traditional ob gyn as well.

     

    00:13:41:20 - 00:14:18:16

    Speaker 2 - Daniel Madero

    So there are things that we can bring from the American market, which is something that we are trying to do vertically integral focus those rice in doing what they're best at and putting those acquired that acquired knowledge into action. So just focusing on, fertility and then augmenting them. So we're thinking about augmenting or begins trying to get more people in through the door to, fertility treatments, but also here in Mexico, we need to get more rice doing just reproductive endocrinology.

     

    00:14:18:18 - 00:14:23:06

    Speaker 3 - Griffin Jones

    Why is it the case that there's a steady flow of rice in Mexico? What's producing that?

     

    00:14:23:08 - 00:14:54:03

    Speaker 2 - Daniel Madero

    Multiple programs across the, across the country. But this is more of, particularity of the of Mexico. So in the US, if you just had more programs graduating, rice, that would be great. Here in Mexico, we just have more programs graduating rice. And you'll have, you know, 2 or 3 areas graduating from where I'm program and other ones turning out like 4 or 5.

     

    00:14:54:05 - 00:15:01:21

    Speaker 2 - Daniel Madero

    So we have, compared to the population, a lot more graduating than in the US.

     

    00:15:01:23 - 00:15:13:16

    Speaker 3 - Griffin Jones

    Why is it the case that so many of them are practicing obstetrics? Is that because there's not enough economic demand for IVF, or is it just what they're used to?

     

    00:15:13:18 - 00:15:50:00

    Speaker 2 - Daniel Madero

    The latter is a good one. I think it's that's a multi-pronged answer. Tradition is one of them. I think they like to, you know, they do this subspecialty, but they also like surgery. So they still do surgical procedures and they also have their own patients. So they like to do ob gyn. And what that creates in the market is also this dynamic in which a lot of the OB GYNs don't like to send rice their patients because they think and it sometimes happens, that they will keep those patients all the way to delivery.

     

    00:15:50:02 - 00:16:11:21

    Speaker 2 - Daniel Madero

    But it's market dynamics. That's one thing. The other one is there aren't enough places that are hiring rice just to practice reproductive and archeology. So that's the second particularity here. We are not seeing enough places where those areas can just focus on IVF.

     

    00:16:11:23 - 00:16:20:17

    Speaker 3 - Griffin Jones

    Is that because there's something broken in the pipeline, or that there's not a pipeline established for bringing in IVF patients?

     

    00:16:20:19 - 00:16:48:01

    Speaker 2 - Daniel Madero

    That, and also the market has been somewhat stagnated over time. So there needs to be a push in making that pie bigger. And I think with Reno already starting to make a push with conceivable, we're also excited about joining forces with conceivable, we can increase that potential and open doors for rice to just do, IVF.

     

    00:16:48:03 - 00:17:17:14

    Speaker 2 - Daniel Madero

    Getting one IVF patient is costly. Going out there and finding an IVF patient is expensive. If you're going to be doing direct to consumer marketing. And you know this because you work with a lot of clinics, but if we can generate a steady flow of patients for those areas, I think we can shift that dynamic into one that we can have them practice solely.

     

    00:17:17:16 - 00:17:22:09

    Speaker 3 - Griffin Jones

    Hence the pipeline. Is there any major? Is that a private equity backed group?

     

    00:17:22:11 - 00:17:24:21

    Speaker 1 - Juan Moctezuma

    Yes. Family office from from Monterrey.

     

    00:17:24:23 - 00:17:47:12

    Speaker 3 - Griffin Jones

    So I want to talk a little bit about the capital. That seems to have been injected in Mexico City. Last time I was here was 2010, and it was a pretty city and had great universities. And there have always been nice neighborhoods. But here we're basically in Bel-Air. We're basically in Beverly Hills. You walk around in the nicest of restaurants, the nicest of cars, the nicest of houses.

     

    00:17:47:14 - 00:18:09:12

    Speaker 3 - Griffin Jones

    It seems like a lot of capital has come in that the capital has caught up to the size of the city, to the educational infrastructure that's here. Is that been the case? Is it is this is this money mostly coming from Mexico? Is it coming from outside of Mexico? Tell me about the capital ecosystem.

     

    00:18:09:14 - 00:18:32:13

    Speaker 1 - Juan Moctezuma

    Sure. So so something to remember in health care and particularly in Mexico, is that only 8% of the population is is insured. Right. So probably of all the IVF cycles in the entire country, 90 to 95% I would say is out of pocket. So the insurance part of it is still still very nascent, with a lot of opportunity.

     

    00:18:32:13 - 00:19:00:10

    Speaker 1 - Juan Moctezuma

    If you put your optimistic glasses, there's a huge market opportunity out there, for a rainy day, for example, we are 100% out of pocket. All our population based out of. And we're targeting the middle income segments, but there's a huge, need and a huge demand for IVF and reproductive services. So, capital is there ourselves are in the process of of making another, round of capital.

     

    00:19:00:10 - 00:19:11:10

    Speaker 1 - Juan Moctezuma

    And there's, a lot of the men that and a lot of, people interested. So I think, we're at a prime time in Mexico, as you are mentioning, to raise capital and to enter healthcare in particular.

     

    00:19:11:15 - 00:19:21:08

    Speaker 3 - Griffin Jones

    For context for the audience. Normally when we talk about a percentage of the population having insurance, we're talking about IVF coverage. But in in our case, we're talking about health insurance, period.

     

    00:19:21:12 - 00:19:21:23

    Speaker 1 - Juan Moctezuma

    Private.

     

    00:19:22:00 - 00:19:25:07

    Speaker 3 - Griffin Jones

    8% of the Mexican population has health insurance.

     

    00:19:25:07 - 00:19:26:05

    Speaker 1 - Juan Moctezuma

    Has private has.

     

    00:19:26:05 - 00:20:06:00

    Speaker 3 - Griffin Jones

    Private health insurance. And so you're asking me will probably be 1% or fewer. Have any kind of coverage for IVF. So the capital is there. Tell me about the technological infrastructure that has been, has been happening because Trump tariffs aside, it seems that there's been this this reshoring and this re industrialization of North America and that part of the strategic plan for the US at least, has been that lower cost but higher education workforce from Mexico, particularly on the tech side.

     

    00:20:06:02 - 00:20:12:15

    Speaker 3 - Griffin Jones

    Give me give us some background on, the tech investments in the tech workforce here.

     

    00:20:12:16 - 00:20:41:22

    Speaker 2 - Daniel Madero

    I'm going to lead that off with did you know that Nvidia is building the biggest mega factory in Guadalajara, Mexico, which is where conceivable, was developed? That gives you an idea of the way that big tech is looking at Mexican talent, and also the injection of capital that you're seeing into the market. You also have a lot of Mexican capital, so you're backed by a family offices.

     

    00:20:42:00 - 00:21:12:10

    Speaker 2 - Daniel Madero

    Family offices here have big pockets, and they have the capacity to fund a lot of these technical technological innovation that's going to be happening. And moving forward. We have conceivable to how to but from the healthcare perspective, you can see big hospital groups as well. You are becoming one of them. There's your competitor called plena, but they're VC backed, as we are.

     

    00:21:12:10 - 00:21:44:13

    Speaker 2 - Daniel Madero

    But you also have hospitals, Mike, you have star medic, Arjuna coming in from Peru. So you have a lot of capital coming into Mexico, either from Mexican capital, but also because the Mexican market is incredible. So I'm going to speak from my perspective, one being Colombian working, having worked in the US, in in Europe before, the Mexican market is incredible in terms of the opportunity that you see.

     

    00:21:44:15 - 00:21:50:02

    Speaker 3 - Griffin Jones

    Mexico, not just the capital market, but you're talking about the entire the opportunity in the marketplace, right?

     

    00:21:50:04 - 00:22:17:02

    Speaker 2 - Daniel Madero

    Mexico City is 22 million people, 24 million people. Their margin of error is a city, a big city in Europe. That's how large Mexico City is. Chilean goes the people from Mexico City, they talk about provincia, which is this like smaller cities, the smaller cities are 6 million people. Monterrey. Well, O'Hara and then you have other populations like Puebla, 2 million people.

     

    00:22:17:04 - 00:22:32:17

    Speaker 2 - Daniel Madero

    That's a large European city. That's a large city in America. So the market, be it capital or for any type of product that you can come up with, will work in Mexico so that you.

     

    00:22:32:19 - 00:23:02:04

    Speaker 1 - Juan Moctezuma

    Well, I like that foreigners are always so optimistic, but I share that that view and I think we're in, prime time. That's why I'm mentioning a lot of investments, not only in health care, but also, neobanks, emerging and being, strong competitors such as Clara and, clip and, and a lot of, of businesses that are already reaching, unicorn status and, are growing quite successful.

     

     

     

     

    00:23:02:05 - 00:23:27:08

    Speaker 3 - Griffin Jones

    So you have this talent base, there's a large gap in cost, as you mentioned, healthcare costs very often. A third, and in the case of IVF might even be a quarter, but it doesn't seem to be that gap in quality. So you have a lot of people from the United States coming to Mexico for care. And Alejandro Chavez very well has said that a third of the patients that is Guadalajara, Guadalajara office come from the US.

     

    00:23:27:10 - 00:23:31:14

    Speaker 3 - Griffin Jones

    Tell us about the US patients that you're seeing.

     

    00:23:31:16 - 00:24:04:10

    Speaker 2 - Daniel Madero

    So we're seeing US patients come from the US, but also we are serving the expat market here in Mexico City anywhere. And a fourth of our patients come from the US. They fly down to get treatment. And about 35% are non Mexican. We are right now at Benchmark in Vienna consensus meaning that we're up there with the best clinics in Europe, and we can compare our numbers to the best clinics in the US as well.

     

    00:24:04:12 - 00:24:28:07

    Speaker 2 - Daniel Madero

    One of the beauties in our space is that when you have the right technology, the right training, medications are going to be the same. Stimulation protocols are going to be caught up on pretty quickly. You just need to go to ESRI or SRM to learn the latest, and then you can bring that knowledge and implement it in your probably state of the art lab.

     

    00:24:28:09 - 00:24:55:00

    Speaker 2 - Daniel Madero

    So across the board, IVF numbers are going to be like outcomes are going to be similar. We pride ourselves in being very meticulous, both at the Evidence-Based, treatment level, but also within the lab. So we have a state of the art lab, and this means that we can track at a granular level, temperatures in all our services, in all our equipment, be it.

     

    00:24:55:02 - 00:25:03:21

    Speaker 2 - Daniel Madero

    Thanks. We had incubators, be it, stations, but we are at the highest level of outcomes that you can find.

     

    00:25:04:02 - 00:25:06:20

    Speaker 3 - Griffin Jones

    Are you able to share the costs for an IVF cycle?

     

    00:25:06:20 - 00:25:42:09

    Speaker 2 - Daniel Madero

    For sure. It would be $120,000, which is about $6,000 in meds is going to be between 2 and $3000, actually less between. Yeah, let's say $23,000. And then if you want to do PGT, that's going to set you back about $400 per embryo. All in all, you're going to end up spending with trip stay everything 11 to $12,000 for your whole IVF treatment.

     

    00:25:42:11 - 00:26:06:20

    Speaker 1 - Juan Moctezuma

    And if I may add something important like, we've been hearing that in the States, for example, wait times, are six months or even a year, right? In, in Mexico, it's extremely fast. You can have your appointment, the next day or the next week at the most. And you have a very personalized care, like all the way since entering, like, as Danielle is saying, we're going to pamper you.

     

    00:26:06:20 - 00:26:13:14

    Speaker 1 - Juan Moctezuma

    We're going to be with you all this step of the way. We really, really, take care of you from start to to finish.

     

    00:26:13:16 - 00:26:36:19

    Speaker 3 - Griffin Jones

    It's it's incredible. I can't yeah, if you could have that price for an IVF cycle and be in Bel Air and it's, it's almost like why not if you're, if you have to go through something extremely stressful, why not go do it in a very nice setting for less, for also for less money. So I see that opportunity.

     

    00:26:36:19 - 00:26:55:13

    Speaker 3 - Griffin Jones

    I don't think wait times are that long in the US, or at least they haven't been since Covid. I mean, it's probably a couple lucky doctors with really long waitlists like that, but in Canada that that does tend to be the case in some places where they can't get to see you very then four months or so. And so this is an opportunity for some of these folks.

     

    00:26:55:15 - 00:27:11:13

    Speaker 3 - Griffin Jones

    What opportunities are you seeing with regard to AI in emerging technologies, or what specific applications are you seeing for them across your health system? What are you really paying attention to? What are you investing in now, specifically?

     

    00:27:11:15 - 00:27:37:17

    Speaker 2 - Daniel Madero

    I think I might name a few of the companies that we work with that a lot of your audience is going to know. We recently, started, working with eLife. So we're using their embryo tool. And it's it's been great because we've actually have access to the full AI capability of the tool. I think that's an advantage that we have as a market compared to the US.

     

    00:27:37:17 - 00:28:19:19

    Speaker 2 - Daniel Madero

    We can use a lot of these AI tools at their full capacity, even prior to any clinic in the US. We are also using AI to better communicate with patients. And we're leveraging AI to look at our data. We're using Foley scan from MIM to make the process of follicular counts friendlier for the patient. So instead of it taking ten minutes, this takes a three second video that you can get done in three minutes or less, and then spend more time with the patient sitting in front of you.

     

    00:28:19:21 - 00:28:39:15

    Speaker 2 - Daniel Madero

    So we are leveraging AI in improving the patient experience through communication, through making the treatment more efficient, and also in improving outcomes with tools like a life and some others that we are starting to test out.

     

    00:28:39:17 - 00:29:00:06

    Speaker 1 - Juan Moctezuma

    In our cases. Mainly we have a very big team, in call center, we have over 60 people and we are streamlining that with, with third party company. But in order for us to be able to have a much better interaction, with the patient and of course, with conceivable, we're very excited as well to, to join forces with them.

     

    00:29:00:11 - 00:29:20:02

    Speaker 3 - Griffin Jones

    Does that include does that call center investment, does that include scheduling. So you automating scheduling is that is that part of what's happening. And then are you automating the patient journey in certain places so that you know, if they need labs or, any, any of the next steps are, is that happening in automation or not quite yet?

     

    00:29:20:04 - 00:29:50:05

    Speaker 1 - Juan Moctezuma

    So the first phase, let's say it, it's going to be appointment that agenda scheduling and so forth. We were last week in, in Brazil meeting different companies. And for example, we were thinking of partnering with a company, care code. And they are building their own agents and we are, pilot testing in a few months time, probably having our own agents to have an interaction and to be able to, have the first diagnosis and to be able to, talk to the patients as a first, step.

     

    00:29:50:07 - 00:29:57:23

    Speaker 1 - Juan Moctezuma

    Yeah, we like, at, 1 a.m. or 2 a.m. or if it's, kind of on an emergency then.

     

    00:29:57:23 - 00:30:01:03

    Speaker 3 - Griffin Jones

    And you said you're excited about conceivable. What are you excited about?

     

    00:30:01:05 - 00:30:40:03

    Speaker 2 - Daniel Madero

    One of the things that absolutely blew my mind when I first saw the robot at work was its capacity to make very specific changes at a, microscopic level in the process of doing things like moving the micro manipulator at this speed instead of that speed. When you walk into an IVF lab, what you're seeing is a very manual way of doing things, and one of the most amazing things of seeing this happen is seeing the embryo at the end of the day.

     

     

     

    00:30:40:05 - 00:31:14:20

    Speaker 2 - Daniel Madero

    But when you start having standardization within the lab, you can start playing around with the amount of things that, that you do. So I was talking to Alejandro Ro, a few months back, and there is I used to watch a lot of, biking bicycles. And in the UK, the Sky Team Ineos now used to be like the laughing stock of biking, until they hired this guy called Sir Richard Brailsford.

     

    00:31:15:00 - 00:31:16:02

    Speaker 2 - Daniel Madero

    If I'm going to say Richard.

     

    00:31:16:02 - 00:31:16:22

    Speaker 3 - Griffin Jones

    Branson, is.

     

    00:31:16:22 - 00:31:17:10

    Speaker 2 - Daniel Madero

    It. No. No.

     

    00:31:17:10 - 00:31:19:11

    Speaker 3 - Griffin Jones

    But okay, so somebody that we haven't.

     

    00:31:19:11 - 00:31:51:06

    Speaker 2 - Daniel Madero

    Heard of know. So this guy they made him the team lead. And he came with this philosophy of saying let's find incremental gains, let's say marginal gains. And by changing small things like nutrition, sleep, standardizing and personalizing training for each one of their athletes, within two years, they became the best team and they had this hedge money hegemony.

     

    00:31:51:12 - 00:32:10:21

    Speaker 2 - Daniel Madero

    Is that word? Yeah. Think so. Okay. Good in biking for almost 8 or 9 years where they were not be they were not beat by any other team. And this was because they were making small changes. Now imagine being able to do that in the IVF lab all at once.

     

    00:32:10:21 - 00:32:23:17

    Speaker 3 - Griffin Jones

    Because when you're automating the entire process and you have robotics and AI throughout the entire process from retrieval to transfer, it's riddled with potential incremental, correct opportunities.

     

    00:32:23:17 - 00:32:50:22

    Speaker 2 - Daniel Madero

    So it becomes, 1% or a point 5% times appalling, 5.5%. So 1% times up 0.3%. It's compounding. So the final effect might be 30% higher than what we're seeing today. Anywhere from finding more eggs to getting more embryos to having more accurate PGT, you name it.

     

    00:32:51:00 - 00:33:17:16

    Speaker 3 - Griffin Jones

    Quan. Where do you see the capacity for the market going? So you've got 120 ObGyn. You're a half a million consultations across your different disciplines. You got five eyes and that that can plug into this system for those 120 organs. How big can the market grow in terms of numbers? What do you think that you all will be able to do with conceivable.

     

    00:33:17:16 - 00:33:19:06

    Speaker 3 - Griffin Jones

    How long do you think it will take?

     

    00:33:19:08 - 00:33:42:17

    Speaker 1 - Juan Moctezuma

    Sure. So so I mean, what excites us the most about conceivable is really going back to the costs. And how can we really lower the prices to our consumers that are limited with their resources? So I think as, as we become, more innovative on how, we price it and the scale that we reach today we're doing, 6000 deliveries.

     

    00:33:42:19 - 00:34:00:21

    Speaker 1 - Juan Moctezuma

    Per year. I think we can reach 15 or 20% of of that number, with IVF, probably in 2 or 3 years, if we are able to really communicate our product and, and leverage what already, hope IVF conceivable. I know the players are doing fantastically.

     

    00:34:00:23 - 00:34:26:06

    Speaker 3 - Griffin Jones

    Do you see the insurance market in Mexico growing? Do you think that IVF will become a part of that? Might we grow from 8% to 20% to 25%, or is that not likely? Do you think it's more likely that clinics will will offer benefits directly to those larger employers that are interested?

     

    00:34:26:08 - 00:35:02:13

    Speaker 2 - Daniel Madero

    Yes, all of them. That's a really great question, Griffin. Because what we are seeing at Fertility Integral and shout out to both Carrot and Maven, who are our partners, they're providing benefits for their companies in the US. But those companies have to extend the benefits here in Mexico. So because of that, there is now these push from other companies to start finding out about fertility benefits.

     

    00:35:02:15 - 00:35:31:14

    Speaker 2 - Daniel Madero

    So we work with, Netflix, for example, we see Netflix, employees because they're covered by carrot. But some of the companies that are not covered are starting to come to us and say, hey, what can we do? And to be honest, Griffin, I don't want to become a benefit provider, but if I have to, I will because we will.

     

    00:35:31:16 - 00:36:01:14

    Speaker 2 - Daniel Madero

    I can't do it myself. We will because the need is there. More and more companies are asking for this. And backstage we were talking about the size, the sheer size of some of the Mexican companies. So Grupo Modelo or Grupo Bimbo, these are companies with thousands and thousands of employees across Mexico, and they're going to have a need for this type of benefits at some point.

     

    00:36:01:16 - 00:36:32:19

    Speaker 2 - Daniel Madero

    So I'm not going to talk about insurance per se, like private health insurance, but I can talk about the need for fertility benefits starting to rise within the market. And we are talking to a lot of companies just doing informational talks. So we I'm going to say 2 or 3 times a month, we'll be going to companies and speaking to their employees because the company came to us asking if we could do something with them.

     

    00:36:32:21 - 00:36:50:23

    Speaker 2 - Daniel Madero

    The market is there now. What the future of it looks like, I don't know, but if we have to become a fertility provider benefit provider, we will. If we can do it through Carrot or Maven. I'm happy to talk to you guys. I've already told them, but yes.

     

    00:36:51:00 - 00:36:58:23

    Speaker 3 - Griffin Jones

    Juan, how much is Reina Madre paying attention to? Egg freezing? What volume do you think you could grow that market to?

     

    00:36:59:00 - 00:37:25:18

    Speaker 1 - Juan Moctezuma

    Yeah. So? So, with the recent conversations also with, with Josh and, people, experts in the field. Alejandro, we were highly encouraged, with the concept and with, increasing the volume because, unluckily for Reina madre, people are having less and less children. Right. So when we started putting them out of there ten years ago, there were 2.5 million babies in Mexico per year.

     

    00:37:25:20 - 00:37:53:22

    Speaker 1 - Juan Moctezuma

    And today it's about 1.9 million. So it has been a huge decline. This is happening globally. But what's shifting in the mindset of, of many, women is, okay, I don't, want to have babies or right now, but what if the what if it's something that today is, is a reality? And I think that if we can be there to support them and to tell them this is kind of like an insurance, right?

     

    00:37:54:00 - 00:38:21:13

    Speaker 1 - Juan Moctezuma

    Like you don't want to have babies right now. You think you don't want to have them, in the next five years. But one of you find the love of your life. What if you decide to be, a mom on your own? Like, why don't you have the option, right? And also with scale and with costs being, lower year after year, I think the market could be, two or even three times as big as the IVF, market, person.

     

     

     

    00:38:21:13 - 00:38:29:07

    Speaker 1 - Juan Moctezuma

    So we as a mother are looking forward to really doing a compelling product in increasing market.

     

    00:38:29:09 - 00:38:48:01

    Speaker 3 - Griffin Jones

    What do each of you want the global market, the US market, your colleagues in other countries to know about IVF in Mexico or women's health tech in Mexico, or what do you want them to pay attention to?

     

    00:38:48:03 - 00:39:13:13

    Speaker 1 - Juan Moctezuma

    I would probably, repeat that Mexico is showcasing extremely high quality, extremely good outcomes and results at a fraction of of the cost. So really pay attention. Maybe come, do your egg freezing. Or maybe do the whole IVF. Then come to one of our great, vacation places and come and see Mexico with fresh eyes.

     

    00:39:13:15 - 00:39:46:06

    Speaker 2 - Daniel Madero

    And I'm going to see the talent here. And the people that are working in this are trailblazers. So as a country, Mexico usually gets a bad rap in the news and with everything that's going on. But once you start seeing the city, knowing the people, seeing the talent that we have here in Mexico, your eyes are opened not only because of the sheer size of the market, but the things that are being done anywhere from fintechs.

     

    00:39:46:08 - 00:40:12:19

    Speaker 2 - Daniel Madero

    So Juan was mentioning the names of probably half of the cards that are in my wallet from the tech side, Nvidia building, you know, the mega factory and also and medicine. I'm a huge fan of what trainer Maria has built, and I'm very excited to see what they're going to be building into the future. And these are business models that are not unique to Mexico, but they're being born here.

     

    00:40:13:01 - 00:40:48:04

    Speaker 2 - Daniel Madero

    And people can learn from what we're doing in Mexico, either in the fertility space with conceivable, with Fertilidad Integral, or even in general in women's health as well. I would like for people to give Mexico a chance. We have incredible outcomes. We have an incredible country overall, like pick a place from Cancun, Oaxaca, San Miguel and Mexico City to the high quality of our health care.

     

     

    00:40:48:06 - 00:40:56:21

    Speaker 3 - Griffin Jones

    Juan Moctezuma in Madero, thank you both for joining me on this special in person edition of the Inside Reproductive Health podcast.

     

    00:40:57:02 - 00:40:58:20

    Speaker 1 - Juan Moctezuma

    Well, I'm here, thank you very much.

     

    00:40:58:22 - 00:41:04:20

    Speaker 2 - Daniel Madero

    My pleasure. Griffin, as always, thank you very much.

     

    00:41:04:21 - 00:41:26:03

    Speaker 4

    Today's advertiser helped make the production and delivery of this episode possible for free to you. But the themes expressed by the guests do not necessarily reflect the views of inside reproductive health, nor of the advertiser. The advertiser does not have editorial control over the content of this episode, and the guest appearance is not an endorsement of the advertiser.

     

    00:41:26:05 - 00:41:28:22

    Speaker 4

    Thank you for listening to Inside Reproductive Health.

     

Fertilidad Integral
LinkedIn

Reina Madre
LinkedIn
Facebook
TikTok

Daniel Madero
LinkedIn

Juan Esteban Moctezuma
LinkedIn


 
 

252 The Evolution of RMA. Dr. Thomas Molinaro

 
 

Today’s Advertiser helped make the production and delivery of this episode possible. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the Advertiser. The Advertiser does not have editorial control over the content of this episode, nor does the Advertiser's sponsorship constitute an endorsement of the guest or their organization. The guest's appearance is not an endorsement of the Advertiser.


IVIRMA is so large that they had 1,400 attendees at their international congress alone.

But what does it take to implement change, scale care, and keep the patient experience high inside an organization that large?

This week’s guest, Dr. Thomas Molinaro, Chief Medical Officer of IVIRMA North America, shares what’s working, what’s still being figured out, and what challenges fertility networks of every size should be preparing for.

Tune in to hear about:

  • The AI solution they’re using to save REI time (and how it’s going so far)

  • What they’ve learned from piloting patient journey platforms

  • Their APP-to-REI ratio and how they approach shared workflows

  • The evolving debate over who performs ultrasounds (REIs or sonographers?)

  • The marketing on behalf of REIs before the patient walks in that is critical to care

If you’re curious about the operational future of large fertility networks—or want a blueprint for scaling thoughtfully—don’t miss this episode with Dr. Molinaro.


Improve Patient Experience. Reduce Doctor Burnout
See Why Other Fertility Doctors Love These CRNAs

Fertility doctors from across the country are getting support from this one CRNA firm. 

  • Fertility doctors across the US are using Kaleidoscope Anesthesia

  • Kaleidoscope Anesthesia’s CRNAs are known for clinical excellence, their calm bedside manner, and enhancing patient care experience.

  • Avoid burnout by offloading this responsibility to professionals you trust.

  • Scalable, agile staffing, from daily coverage to full perioperative system design.

  • 200+ seasoned CRNAs. Nationwide reach. Fast onboarding.

We’ll show you how other fertility centers are improving patient experience, reducing doctor and staff burnout, reducing cancellations, and improving workflow.

  • Thomas Molinaro (00:03)

    At every level of the organization, we want a physician and a business leader to be working hand in hand, you know, to balance each other out. We obviously need organization, we need structure to be able to

    run the company, but we also need to make sure that patients are brought along with us. And I think one of the unique aspects of our organization that sets us apart is that we really believe that our path to success is through our patient success.

    Griffin Jones (00:41)

    Many fertility networks don't even have 1,400 employees. IVIRMA is so big, they had 1,400 people just at their international congress. Dr. Thomas Molinaro is chief medical officer of their North American operations. How do you make change in an organization that large? How do you grow? Some of the things that Dr. Molinaro talked about, the AI that RMA is using to save physician time, the patient journey solutions they've piloted and why he isn't totally sold on

    one just yet, the ratio that RMA uses advanced practice providers for and how they use them, the internal debate on to what extent REI should be performing ultrasound scans versus having them all done by ultrasonographers, the limit to how much you can scale an REI's time, and IVIRMA's point of view on mergers and acquisitions.

    I hip you to an anesthetist staffing solution called Kaleidoscope Anesthesia Associates. They improve the patient experience, they support fertility clinics so that they don't have to worry about those staffing issues. Check them out at kaleidoscopeanesthesia.com. Finally, Tom shifted my point of view on some of the marketing that needs to be done on behalf of physicians ahead of time because of his thoughts on the openness of patients that is so critical for the REI to be able to do his or her job.

    Enjoy this conversation with Dr. Tom Molinaro, Chief Medical Officer of IVIRMA North America.

    Griffin Jones (02:29)

    Dr. Molinaro, Tom, welcome to the Inside Reproductive Health podcast.

    Thomas Molinaro (02:34)

    Thanks for having me, Griffin.

    Griffin Jones (02:36)

    How has IVIRMA North America evolved the past couple years?

    Thomas Molinaro (02:41)

    That's a great question. I think we've grown pretty significantly over the past few years. Started a few clinics, had a few other clinics join us. I think that growth has been really great for the organization. It's also allowed us the opportunity to work on our infrastructure, building that out. We have a great leadership team led by our CEO, Wyn Mason.

    And I think we're building a really strong culture here. And ultimately, it's an opportunity for us to continue to scale, to grow, and to help more patients achieve their dreams of having a family.

    So this has been a really interesting time.

    Griffin Jones (03:17)

    Why has the growth been great?

    Thomas Molinaro (03:19)

    So this has been a really interesting time.

    Griffin Jones (03:19)

    Why has the growth been great?

    Thomas Molinaro (03:21)

    You know, I think it's an opportunity to learn so much from the people that we've come into contact with.

    you know, the more experiences you have, the more new people you bring into the organization. Everybody has their own strengths that they offer. Everybody has their own perspectives. And ultimately, you know, we want to bring the best out in all of our, all of our clinics, all of our teammates. And so the more opportunities you have to cross pollinate, the more

    you'll learn from each other. ultimately, I think it makes the organization stronger to have so many different viewpoints, so many different experiences.

    Griffin Jones (03:56)

    You hear about different competing axioms in business. One being that businesses grow too fast all the time and it puts a strain on the quality of delivery. Another one is if you're not growing, you're dying. Now that you've been at this for a couple years, how do you think about growth? How do you mitigate it so that it's the right growth?

    Thomas Molinaro (03:59)

    Hmm.

    Yeah, I think that's great question. And certainly we don't want to grow just for growth sake. I think what we want to do is continue to expand in the right ways. We want to look for like-minded partners. We want to be able to bring the services that we offer to more patients. Clearly in this country, there's an access to care issue. And so more patients can benefit from infertility care than ever before.

    There's more opportunities for insurance coverage and for other ways to access care. And so it's incumbent on us as providers to figure out how to meet those needs. And so as we've grown, we've looked for partners who share the same philosophy of putting patients first. And that's really what has helped us grow in the right way, is that we've always looked for ways in which we can deliver

    the best care to patients and keeping them at the center of everything that we do.

    Griffin Jones (05:12)

    So you don't want to grow for growth sake, you being Tom Molinaro, but I wonder if a more accurate characterization is that you're going to grow as a company, but you have constraints on how you can grow, meaning that you have to maintain a quality of care or either maintain or improve the standard. not picking on RMA, but you're one of many networks that is owned by companies that are seeking to

    Thomas Molinaro (05:17)

    Yeah.

    Griffin Jones (05:40)

    return and investments, not a nonprofit. So these organizations have to grow. You're a physician, you need to be the standard bearer of not letting quality slip. How do you do that? How do you balance that?

    Thomas Molinaro (05:55)

    Yeah, that's great question. mean, I think, you know, our organization has really grown through, you know, we've been developing a dyad infrastructure. And I think Lynn spoke about this with you when she was on the show. But the idea is that at every level of the organization, we want a physician and a business leader to be working hand in hand, you know, to balance each other out. We obviously need organization, we need structure to be able to

    run the company, but we also need to make sure that patients are brought along with us. And I think one of the unique aspects of our organization that sets us apart is that we really believe that our path to success is through our patient success. If our patients can be successful, we'll be successful, right? And so ultimately we're willing to do anything and everything to help our patients achieve their goals. And really, how do you measure patient success?

    part of this. It's not just about how often do they get a positive pregnancy test, which is a big piece of it. That's something that we focus on, but it's also time to pregnancy. It's dollars to baby. It's patient experience along the way. And these are all of the essential components of how we run the business with those in mind first, patient safety, patient success, everything else follows from there.

    Griffin Jones (07:14)

    We'll link to the episode that we did with Lynn Mason, who you're referring to a few months back, and she talked about dyad leadership from her side of the dyad, the business side, and she gave some examples. What's a specific example that you can think of how you and Lynn approach a decision together?

    Thomas Molinaro (07:19)

    Hmm.

    You know, I think we're at every opportunity, we're trying to figure out what do we need to make sure that patients have the best outcomes. So if we have a clinic that's growing and we had a clinic that saw a tremendous increase in volume last year, we had to make the right organizational decisions around staffing and support. What kind of embryology staffing did we need to be able to go from a batch center to a continuous center? And at the end of the day, how many nurses did we need? How many clinical staff did we need?

    And so this is where I think the organization really excels because we have these discussions around what's best for patients and then ultimately try to understand how do we scale the organization so that it's cost effective, right? At the end of the day, we wanna make sure that patients are having the best opportunity to be successful.

    Griffin Jones (08:17)

    So in the case of the center that grew rapidly, is it about replicating those practices so that you have other centers that can also fulfill that type of volume? Or is it about now you have perhaps staffing needs, resource needs at a place like that that you didn't before and now you're trying to accommodate it?

    Thomas Molinaro (08:37)

    So it's a complicated question for sure. We do have staffing models that help sort of dictate what we think is normal for different sized clinics. At the end of the day though, every clinic is a little bit different. The geography might be different, the patients might be different. And so we have to understand how to customize that to the clinic in question. The other opportunity that we have is as we're growing regionally, the opportunity to share resources.

    Right? So when you have two clinics that are close to each other, they actually can share staff. And so if you need to borrow an embryologist and the embryologist is two hours away, that's an opportunity where you can sort of help bridge some of the growing pains to make sure that patients get the care that they need. The lab, the staff are all taken care of. And at the end of the day, it will continue to develop best practices for the organization.

    Griffin Jones (09:31)

    How do you approach the speed at which change is implemented?

    Thomas Molinaro (09:35)

    Yeah, that's a great question. And I think part of it is in planning, right? We really are trying to anticipate. We're not looking at next week. We're barely looking at next month. We're looking at three, six, 12, 18 months down the road, trying to predict where we're going to be. Because if you wait until the volume is here, it's too late. We really need to be thinking proactively about how the clinics are growing. What are we seeing as the evolution of our patient needs?

    and how can we prepare ahead of time so that we're not caught behind the apple.

    Griffin Jones (10:06)

    My only semi educated opinion of thinking about the market for the last few years and then where I think it will go in the next 10 or 20 is that REIs aren't gonna be doing 200 cycles a year on average or 150 cycles a year on average. They will be doing much, much more than that and they might be case managers of teams of

    advanced practice providers, maybe of OBGYNs, having a lot more AI support, having a lot more automation. Do you think that that's the case? Do you think we're headed for, not next year, but in the next decade or so, a field where REIs are doing an average of a thousand, two thousand cycles a doc?

    Thomas Molinaro (10:48)

    Yeah, I mean, that's a lot of cycles and I certainly can't see the future. What I can say is that there is an opportunity to leverage technology, to leverage APPs, to really help our providers take care of more patients and operate at the top of their license. That's really what makes an efficient provider is when your providers are doing the things that only they can do, that allows you to just take care of many more patients. so part of that is

    surrounding physicians and APPs with the right support staff. Part of that is physicians and APPs partnering together and trying to understand what are the patient needs that require the physician and what can be taken care of with APPs. And certainly we see it changing the model of care across our field. I personally think that our patients who have APP providers as part of the team benefit from having more eyes

    looking at the chart, more hands to touch them in the clinics and making sure that they're having the best outcomes. And I think that most of our patients who have teams that involve both physicians and APPs have a great experience and really good outcomes.

    Griffin Jones (11:55)

    How has the use of APPs at RMA evolved in the last five years or so?

    Thomas Molinaro (12:01)

    Yeah, we have been big proponents of APPs in our clinics. I think that they have transformed in many ways how we are able to take care of our patients. We have different APP types. have procedural APPs that focus more on ultrasounds, saline sonography, different sort of in-office procedures. And then we have the majority of our APPs are paired with a provider, paired with a physician, really.

    So I work with an APP. We see patients together. We talk every single day. And basically, she helps to direct me in the right ways. She helps to make sure that there's a second pair of eyes looking at everything. And that ultimately, our patients are hearing from one of us pretty frequently, whether it's me or her, kind of updating them on their progress, answering their questions. It really allows us to cover more ground.

    And ultimately for me as a busy physician, it helps me to prioritize which patients are most in need of my attention on any given day. So I think that it's been really an extension of the physician to have that EPP. And that's what's allowed us to scale, I think pretty significantly as teams. But again, your team is stronger than any one individual player.

    And so the fact that the APPs are really tied to a physician in such a tight way, think, has been a game changer for us.

    Griffin Jones (13:21)

    Is it a one to one ratio? there's one REI for one APP?

    Thomas Molinaro (13:27)

    For now, that's what our model looks like, for sure.

    Griffin Jones (13:31)

    Does she see patients at the new patient visit and then you see patients at the follow-up or vice versa?

    Thomas Molinaro (13:36)

    Yeah.

    We do it all different ways. sometimes we see patients together, which is great because I love having her with me and she, her name's Rennie. So Rennie does a great job with me, kind of seeing patients in the clinic. Sometimes she'll do the initial visit and I'll do the follow-up, which can be really helpful for a patient who hasn't had a lot of evaluation ahead of time. You know, I can talk to them once all their test results are back.

    right? And I can sort of come together with them and formulate a plan. but Reni did the introduction. She did the, the educational aspect. She's really good at making sure that patients have a good understanding of their situation. What are the tests? Why are we doing them? And what are the potential treatment options so that I can come in afterwards with the actual test results and formulate a plan. and we get lots of positive feedback from patients that they, you know, they recognize the value of the team.

    Griffin Jones (14:25)

    What do you like about doing it different ways? Sometimes doing the new patient visits, sometimes doing the follow up. Why not have it be all one or the other?

    Thomas Molinaro (14:33)

    I mean, I think it's just, it's a different way of doing things. Sometimes variety is interesting. You know, doing a new patient infertility consultation is something that I've done many times. It's a little more interesting to do, you know, a follow-up where you have test results and you can really speak to more specific aspects of care. Sometimes the really complicated patients that come around and having...

    an opportunity to spend more time with the complicated cases really is rewarding as a physician.

    Griffin Jones (15:01)

    Teamwork, top of license, these are things that need to happen across the practice because fertility care demands precision, compassion, and coordination, seamless coordination. That's why many of the chief medical officers you know, including Dr. Lynn Westfall, Dr. Angie Beltzels, partner with Kaleidoscope Anesthesia. They focus on what they do best, the doctors do, and then Kaleidoscope helps patients with their specialized anesthesia care.

    They have over 150 highly trained CRNAs across the country. Kaleidoscope provides more than just the staffing. They have licensed CRNAs in all 50 states, yes, but their periooperative systems analysis identifies workflow efficiencies. So that means that clinical teams can focus entirely on patient outcomes while they're improving their scheduling predictability and their patient satisfaction because Kaleidoscope CRNAs integrate smoothly with your existing team.

    bring specialized expertise in reproductive medicine procedures, a proven history of clinical excellence. They work with other fertility specialists and a dedication to compassionate patient interaction, and that helps patient satisfaction and engagement go up. So from daily staffing solutions, comprehensive budgeting support, Kaleidoscope Anesthesia ensures your fertility center has reliable quality anesthesia care. It elevates the patient experience.

    while you optimize your clinic's resources, visit kaleidoscopeanesthesia.com to discover how their CRNA staffing solutions can support your fertility doctors. Tom, what key lessons have you learned that other centers should copy?

    Thomas Molinaro (16:40)

    Yeah, I mean, I think.

    A lot of what we've learned has been around communication. I think it's really important to communicate. And if you think you're communicating enough, you should probably communicate more. I always feel like there's more and more opportunities where we can get the right messages out to providers, to staff, with respect to the direction that the organization is taking, how we're focused on patient care.

    getting everybody on the same page with respect to what are the priorities of the organization. For us, it's about helping patients achieve their goals. And so we always want to put patients at the center. We want patients to be the driving force behind our organization. And that means that our research is focused on how do we improve the success rates? Our patient experience team is focused on how do we measure and improve the patient experience through our clinics?

    Communication for patients is just as important, right? mean, patient portal, all of the things that patients want access to, we're trying to make sure that they can access it within the app on their phone because communication is so important. So I think you can't underestimate how important communication is.

    Griffin Jones (17:49)

    Tell us about the investments either that you've made or that you're considering for the communication for patient side, because I think it's still one of the biggest pain points for clinics. I had Eloise Drain, the owner of a surrogacy agency called Family Inceptions on, and she was very blunt from her perspective. She thought that patient experience is getting worse, at least in the regard for patient communication across the board.

    I still see the same negative reviews that I saw 10 years ago. And I know how difficult it is because you have so much going on in the clinic. Nurses have to do so much. You can automate certain things, but there's an exception to almost everything. And it becomes really hard to have an automated solution for, so you're back to the man hours and that burden. And it's extraordinarily difficult.

    Yet we know that one of the biggest pain points for patients is just not knowing what's going on and feeling like they're gonna, or having an expectation that they're gonna get an answer by a certain date and time and then a couple of days goes by and they still don't have that answer. There are so many of these tech solutions. I need to do a better job of mapping them out like these patient triage and patient concierge, different types of companies, because I don't totally know all of the ways that each of them overlap, what they do differently.

    But people are trying to solve this problem. What are you vetting or have you vetted? What are you looking at?

    Thomas Molinaro (19:19)

    Yeah, I mean, it's really important to understand that there's no simple answer to that question. I think that's one thing that we've learned is that there's lots of different ways in which patients communicate and lots of different expectations. Part of it is incumbent on the physician or the provider to set the right expectations for patients upfront. I think that's a huge part of this is

    setting the expectation of how you're going to communicate with us. What's the turnaround time on some of these messages? And certainly that's something that our teams have tried to do. We have a patient portal app. our EMR is called Artemis. It's a proprietary EMR that EBRMA has built over time. It has a patient portal app, you know, and we're trying to put as much information into the patient portal app as possible.

    Some of it self-serve, right? I mean, one of the questions that we get all the time is how many embryos do I have left and what's the sex of the embryos I have and, you know, et cetera. So the more that we can service that to patients in the app themselves, they can get those results, test results, embryo reports, all of those things right there. We have, you know, a chat function within the patient portal that nurses are answering. And again, trying to set the right expectations for what's an appropriate turnaround time for a message is important.

    It's not an instant message. It does take time for nurses to get there. So on the other side of it, trying to understand how can we speed up that process with templates, with chat GPT instances. So we have a beta version of the chat GPT instance that will help the nurses write their answers back faster. And I think that that's just one way to try to bring efficiency.

    to drive efficiency in terms of responding to patient needs and patient expectations. We're obviously interested to see what other technology is out there. We've embarked on a couple of pilot projects with some of those patient services that you mentioned. We haven't decided sort of how that's going to integrate with our system in the long run. We're still kind of feeling our way through that process. We're getting some initial positive feedback.

    from patients, but at the end of the day, I think a lot of patients want access to their providers. And so how can we create the right patient touch points, sort of studying that patient journey and understanding that there's certain times in the journey when patients really benefit more from hearing from their provider, whether it's a physician or an APP, you can really maximize the impact by checking in at certain times, right? You I want to make sure that I'm checking in with my patients at some point during your IVF stimulation.

    I don't want to do it too early, maybe in the middle of the cycle, kind of project where you are, what I thought you were going to get, when retrieval might fall. That one phone call has a huge impact on that patient's outcome if I can set the right expectations for the rest of the cycle. So that's just one example. I think it's hard because it is labor intensive. So the other aspect here is how can we automate the other parts of care that don't require my voice on a phone, right? And sort of surrounding...

    surrounding our providers with the right support staff and the right tools to make these interactions more viable.

    Griffin Jones (22:22)

    That's my axiom for automation. Everything that should be automated must be automated. Everything that should not be automated must not be automated. Are those tech solutions that you're piloting or communications triage, concierge solutions, none of

    Thomas Molinaro (22:41)

    I think it's too early to tell with some of them. It's really still early days in terms of trying to figure out how all the pieces fit together. It feels a little bit like a jigsaw puzzle that you're trying to put together, but you don't know what the picture is. So we're still trying to figure out which patients benefit most from different types of care. And sort of the understanding has always been that there's one size fits all.

    And I don't think that that's the case today. I think you definitely have patients who are looking for a different type of experience. so are patients looking for more information upfront? Are they looking for more handholding? Are they looking for more statistics? How do you create different journeys for patients to go on to get to the same place, right? Most of them want the same outcome, but it's a question of along the way, what kinds of tools and you know,

    what kind of information do they need? And I've had patients who don't want to know anything. They just say, I don't want to know how the sausage is made, just get me to the end. And you have other patients who want to know why did you pick this particular dose for me? What are the characteristics that made you think of this? And so kind of somewhere in between is where we all kind of live. part of the way to solve that is actually asking patients, right? So spending more time at that initial visit is something that I think has become

    really, really important to me as a provider to sort of see what is it that this patient needs? And I will ask, I mean, I've gotten to the point now where I'm not trying to read the tea leaves. I just say, hey, what are your biggest concerns? I want to make sure that we address that as we're going through the process. And I want to make sure that we're creating the experience that is going to help you achieve your goals because most patients are going to achieve success as long as they don't drop out of care, right? I mean, I think we're in a really good point of fertility care where, you know, the

    vast majority of patients will be successful if they just keep at it.

    Griffin Jones (24:28)

    Would you describe that as the biggest challenge, that being finding solutions that are customizable to the varying needs of patients, or is integration a bigger challenge?

    Thomas Molinaro (24:40)

    No, think patient care is always the biggest challenge that we face, right? And trying to understand how do you create that experience for patients that makes them continue in their journey and ultimately that leads to a high level of patient engagement. And I think patient engagement is really the right word for what we're looking for. We want patients to feel empowered. We want them to understand where they are in the journey. We want them to feel free to ask those questions.

    But ultimately to understand that we're on the same path together, we want the same outcome, right? As their providers, we want them to be successful. It's not fun to call patients with negative pregnancy tests, right? And so how do we partner with them? How do we make sure that they're engaged in that process? And ultimately that's what leads to great outcomes. That's what leads to patients who are really satisfied with their care is when both the physician and the patient are engaged in formulating that plan.

    Griffin Jones (25:34)

    Integration is tough though. Every one of these tech companies that I talk to when they talk about implementing with these networks, they say, we'll have eight different people, somebody from nursing, somebody from the lab, somebody from a couple of people from ops, maybe somebody from the C-suite, a couple of docs, and maybe from a couple of different practices from across the country. And they're all looking at how to integrate the solution differently.

    Thomas Molinaro (25:39)

    Yeah.

    Griffin Jones (26:01)

    How do you approach that with this dyad leadership? Are people coming individually and then it's coming up from like your team or Lynn's team and then it gets out of committee like in the House of Representatives and you bring it to the floor only after it's passed committee? How do you approach integration?

    Thomas Molinaro (26:14)

    Yeah.

    You know, I'll be honest, you know, it's not that Lynn has a team and I have a team. We're all one team together. you know, and that's the way that we really focus, you know, at every, in every meeting there's both clinical representation and operational or just organization. you know, that's, that's present. we have a great chief operating officer, Edith Gonzalez, who really, understands that, patient care drives all of this. And so, you know, we can have conversations around,

    patient-centered experience and how do we drive those outcomes? With respect to integrating any new solution, it's a series of trial and error, right? I you have to really try to understand and be willing to fail, right? Be willing to make mistakes and then reiterate and try again. And that's one thing that I think we're good at is really getting in there, taking our repetitions to try to understand what works and what doesn't.

    Ultimately, we also think that there's an opportunity to try to standardize certain aspects of care, which helps to integrate, right? If every physician is doing things differently, then it makes it hard to integrate new solutions. But if we can all come to agreements and we try as physicians to say, okay, here's how we want to practice, here are the things that work for us, then ultimately, I think that allows you to integrate better. It allows you to set the EMR up the right way and all of those other...

    aspects that streamline care.

    Griffin Jones (27:34)

    getting doctors on a page like that where they are so integrated is not easy. One of my favorite little bits from all of the podcasts I've done was a doctor named Kishits Murdiya, who's the CEO of Indira IVF, which is one of the largest networks in India. And he says, I hired 250 docs and it's not like they have REI fellowship there. So hiring 250 doctors might be more tenable. He's like, got 250 doctors.

    Thomas Molinaro (27:38)

    Yeah.

    Griffin Jones (28:03)

    I made sure all of them are younger than me and I told them, here's the protocols and we make decisions as a group together of how the protocols adapt over time. But this is the menu of protocols that we follow. We don't have somebody over here doing these couple of protocols and somebody over here doing a completely different set of protocols. Is that the future in the United States?

    Thomas Molinaro (28:05)

    Hehehe.

    I don't think so. I mean, think there's lots of different ways to practice and some of the protocols matter and some don't. And we certainly don't tell physicians what protocol to use or how to take care of patients. I think what we've, yeah, it's a question. Because everybody has a different way of practicing and ultimately if you can achieve the same results, that's all that matters, right? And so that's where it really comes in is we want to be a data-driven organization.

    Griffin Jones (28:40)

    Non rhetorical question though, why not?

    Thomas Molinaro (28:55)

    Physicians practice evidence-based medicine every day. We should be looking at the literature. We should be evaluating treatments and trying to understand what works best. And ultimately, we should carry that over into our practice every single day with what we're doing. So as a data-driven organization, our EMR allows us to ask questions and try to understand what works best and what doesn't.

    and ultimately try to come to some agreement around different treatment protocols. So we have a medical affairs group made up of different physicians, nurses, APPs that are looking at the literature. They're looking at our data, trying to understand what are the best practices. And we want to create opportunities for our clinics to take advantage of that knowledge. We don't force it down your throat. We sort of say, hey, look, this is what's working. This is what shows the best outcomes. And, you know, our physicians want the best for their patients. At the end of the day, why wouldn't you adopt

    certain treatments or certain protocols if they lead to really great outcomes for your patients. And again, it's not just patient pregnancy rates, it's their experience along the way, their time to pregnancy, all of those other things that we're looking

    Griffin Jones (29:57)

    Improving patient care is critical across the board when procedure days get backed up, patient anxiety rises, teams get stressed, something has to give. That's where Kaleidoscope Anesthesia's specialized teams come in with over 150 experienced CRNAs across the country. They integrate seamlessly into your practice. They handle all the anesthesia needs. They do so with precision and they do so while you focus on successful outcomes for your patients.

    Fertility centers that partner with Kaleidoscope report fewer scheduling delays, fewer cancellations, improved patient satisfaction scores. They report significantly reduced physician and staff burnout. Kaleidoscope's local anesthetists build lasting relationships with your patients across multiple procedures, creating a continuity of care that patients notice and they appreciate it. They write about it in their online reviews. They write online reviews about their anesthetists.

    From egg retrievals to hysteroscopes and TSEs, kaleidoscope CRNA's bring specialized expertise in reproductive medicine procedures like IVF that manage patient safety and comfort so you can concentrate on technical precision doing the things that matter. Be prepared for the continuing shift of anesthesia resources and availability to, I'm talking like mass waves of retirement of anesthesiologists.

    So be prepared for this sort of thing before fees go through the roof or you just don't have adequate coverage. Support your fertility doctors. Visit kaleidoscopeanesthesia.com and discover why leading fertility doctors like Dr. Ben Harris from Shady Grove trust Kaleidoscope with their anesthesia care. That's kaleidoscopeanesthesia.com. I want to go back to the concept of automating all of those things that

    can be automated or should be automated so that doctors can do those things where they need to provide more individualized patient care. I think... I don't know if this is a consensus yet, but it seems like the really bad news should be delivered by the doctor. And there are other times where the doctor probably needs to make themselves available. And then there are other things. It's like, why is the doctor doing that? So what are those things that

    should not be being done by an REI or any physician.

    Thomas Molinaro (32:18)

    Yeah, I mean, I think, you know, it's obviously important for physicians to be available when patients have bad outcomes. They have lots of questions. It's a really pivotal time in their care. And it's an opportunity to not just answer those questions, but hopefully provide encouragement for patients to continue in their fertility journey. I think, you know, there's opportunities to increase

    throughput if physicians don't have to make as many of the less important calls around, know, estrogen levels and medication dosing, those kinds of things, obviously. And nurses have done that traditionally for many years and moving more and more of that into electronic portals, I think has been helpful. Although patients do like to hear from their nurse, they like to know that they're doing well or that things are as expected. You know, I think, you know, ultimately,

    just trying to understand what's the best use of physician time is a difficult question. And I think it varies from physician to physician in terms of what are the parts of their practice that they enjoy, right? I I would love to call a patient with a positive pregnancy test. I don't think I've called a patient with a positive pregnancy test in a few years because the nurses jump on those phone calls first. And by the time I get to look and see what's happening,

    it's the middle of the day and the only phone calls left are the negative pregnancy tests. So, you know, I think we all need to figure out what's the best use of our time. And it may not be the same for every position, but certainly automating tasks like, you know, progress note writing, right? So, I mean, how long does it take to write a progress note after you have a conversation with a patient for 45 minutes? You know, we're, we're, are looking at, you know, AI scribes for that type of work, reviewing records, right? You get,

    100 pages of old records from somebody who's coming for a second opinion. There's automated solutions that allow you to summarize those records and, you know, means less work for the physician to go through each and every one of those pages and try to summarize and extract the important, you the important points. So I think there's great opportunities for, you know, technology to improve the efficiency of physicians and

    and other practitioners, APPs as well, so that we can spend more time doing the hand holding, making the important phone calls, spending time with patients, and that's what keeps them engaged in care.

    Griffin Jones (34:28)

    Progress Notes is a major time suck as someone married to a physician knows. It doesn't just end at the office. And reviewing the records, having the AI to summarize that. What about ultrasounds? Should doctors be doing ultrasounds?

    Thomas Molinaro (34:30)

    Yep.

    That's a great question. And in our network, we do have some clinics where we use sonographers and we have a lot of clinics that use providers. And it is double-edged sword. I mean, think it is a large use of resources to use providers for scans, but I think it improves patient experience. So I'm pretty torn about it, Griffin. I won't lie to you because I enjoy scanning. I scanned yesterday. I got to see a lot of my patients in care.

    provided them immediate feedback, got to do some pregnancy ultrasounds, which is always fun. And so for me as a provider, it's rewarding to have that patient touch point. I think it's rewarding for patients to get that immediate feedback and to also be able to ask questions. So what we've tried to do in our clinics where we use providers is have more providers rotating through. So no provider is doing scans more than

    twice a week at most. I think that really helps to sort of balance the burden because it does take three hours of my morning when I scan and that's three hours that I could be using for other things. But to me, it's important to have those touch points and to be able to interact with my patients and offer them my own sort of perspective on how their cycle is going, give them a little bit of hope, a little bit of optimism, hopefully, or if it's a cycle that's not going well, it's an opportunity for me.

    to sort of have a little discussion with them face to face. You know, and always it's, okay, we'll follow up later this afternoon with a phone call after we see your, you know, your blood work, but at least we've set the stage for some of those difficult conversations that we're gonna have later in the day. So I certainly think it's a benefit to patients.

    Griffin Jones (36:16)

    You're torn though. It sounds like you haven't totally come to a conclusive decision. And on one hand, you feel like it's sometimes you really like doing the scans. It's a meaningful touch point with the patients. To me, it's like maybe there's a case for the efficiency of using stenographers. And I wonder if there's a way to systematize getting that benefit that the patient feels from

    when the doctor's doing their scan in terms of like that really warm and personalized care, if there's a way to extend it and systematize it to stenographers. And I think of an example, one of my earliest clients back when we were doing marketing for clinics was Fertility Institute of Hawaii. there was a phlebotomist there that was like responsible for just an insane number of their positive reviews. They really just loved, I remember her name, her name was Zoe.

    And so shout out to Fertility Institute of Hawaii and Zoe because people loved this phlebotomist. And I'm thinking there's no reason for a nurse or anybody above a nurse to be having to stick people when you've got phlebotomists like that because the patient experience and personalized care has somehow been transferred to her. Do you see any way of being able to do that, to systematize that for stenographers to where

    Thomas Molinaro (37:05)

    Hehehe.

    Griffin Jones (37:34)

    So docs aren't doing it just because they need to feel this individualized care, but somebody else can provide that to the patient. Is there a way of being able to scale that?

    Thomas Molinaro (37:44)

    Yeah, I mean, it's good question. mean, you know, you're always going to have outliers. sounds like the Phlebotomist is an outlier in all the right ways. The question is, can you train other people to be that way? And I don't know that you can. I think some people just have it in them. You know, they're outgoing, empathetic people who really connect with patients. You know, it's not to say that it can't be done, but certainly it requires, I think, extra training in

    in terms of helping the sonographers understand more of what's happening. But I don't think there are ever going to be a substitute for a provider. I think an APP or a physician in particular really understand the treatment on a different level. And patients are really looking for that validation. That's one of the biggest things that I see is just the fact that they hear it from a provider makes a big, difference.

    Oftentimes I'm saying the exact same thing that the nurses told them, but because it's coming from me in this certain situation, it resonates more with the patient.

    Griffin Jones (38:42)

    Are there any things that really just chap your ass that doctors are doing though? Any example in family medicine, I go see my family medicine doc. I've been on a very small dosage of a controlled substance forever that is a very minor part of my life. She's gotta spend 15 minutes going through all these New York state rules and then I don't even have to sign anything. So it's not even like for informed consent. It's like.

    Thomas Molinaro (38:52)

    Hmm. Hmm.

    Griffin Jones (39:05)

    One, I wasn't paying attention to you. We could have had some maybe video modules, some engaged MD type thing where I have to sign off, at least like get informed consent. I could have done this in a video module that has, that doesn't take up your time. And then she's asking me like, do you want this vaccine? Do you want this vaccine? And I'm like, I don't know. Like, am I at risk for it? Like you tell me, like I'm about to be approaching middle age. I'd kind of like it if my family medicine doc was able to be.

    Thomas Molinaro (39:07)

    Yes. ⁓

    Griffin Jones (39:32)

    a little bit more proactive of here's what's gonna come up and I think part of the reason why they can't do that is that they're doing all of this crap. Is there any examples like those that you see in REIs that like, this is a waste of our time?

    Thomas Molinaro (39:44)

    No, I I think we're fortunate in REI that we're in such a sub-specialty of medicine and we have a great opportunity to help so many patients. I don't think that there's anything that we do that necessarily is a waste of time per se. I do think that it's great when physicians have more ability to ask patients the right questions, right? To really...

    give them the time and the opportunity to communicate their concerns, their fears. I I start every new patient consult with some very open-ended questions. What brought you in today? How did you get here? And trying to understand the journey that they've been on, because it's been, for most of these patients, months, if not years, of trying at home and talking to their OB-GYN and talking to their sister or their friends. And so for me to catch up on that journey, I need them.

    to really open up. I need them to really speak all the thoughts that are in their head. Number one, it helps me understand them better, right? Number two is that they're not actually gonna hear anything that I have to say until they've emptied their brain, right? Until all of those thoughts that are in their head are out on the desk in front of us. And then we can say, okay, let's put all these pieces together into a plan. And so I think that if physicians took the extra time to ask those questions, to really hear what patients are saying,

    They would be much more effective at formulating the right plans and speaking to their concerns. And I actually try to repeat back to the patient what I heard to double check myself. So at the end of all of that, before I launch into any of my explanation about the testing or the treatments or anything else, I just try to repeat back. you're 34, you've been trying for a year, you went to your OB, they did these tests. Right now, it doesn't seem like there's any issues. Your biggest concern is around insurance coverage. Am I missing anything?

    And yeah, I'm missing stuff. They correct me all the time that I forgot, you know, there was some important key aspect that didn't register with me that they're going to correct me on right there and they say, no, but you I also have this family history that I'm worried about. Okay. Once we get all on the same page, now we can work together. I can partner with that patient. We can engage in a conversation about testing, about treatment. We can formulate a plan. And that's really, really important to patients is that they have a plan, that they know where they're going.

    right, that they understand the journey that they're about to take. And that ultimately helps us to engage in the right kind of care.

    Griffin Jones (42:08)

    Did you guys, meaning you all as an IVIRMA Global, just have a mini conference or not so many? My notes say 1,400 experts. You had a meeting of 1,400 people? That's like PCRS, MRSI, like CFAS. It's bigger than those meetings put together. It would probably be like the fifth. It's probably somewhere in the top 10 of largest meetings.

    Thomas Molinaro (42:18)

    We did. Yeah, so...

    Griffin Jones (42:34)

    in the world for fertility if I had to guess. What was this all about?

    Thomas Molinaro (42:38)

    Yeah, so every other year, EBRMA puts on the ED Congress, which is a three day meeting in a city in Spain. So this year was in Barcelona two weeks ago. We invite REIs from all over the world to attend. We invite a lot of the top minds in the field to come and give research presentations around different aspects of care. We had some male infertility, we had some...

    AI, had some ovarian rejuvenation, some in vitro gametogenesis talks. It was a really well attended conference in a beautiful city and just really allows many of the experts in the field, many of whom are IVIRMA physicians, to speak on their area of expertise.

    It was a really great conference and I think everybody had some really positive feedback to give every other year in Spain. ⁓

    Griffin Jones (43:29)

    What were the biggest takeaways? What did you leave with saying,

    we've got to implement this the next year?

    Thomas Molinaro (43:34)

    Yeah. I mean, think the biggest takeaways were around, certainly around AI. AI is here. There's ways to use it in the clinic that can make you more efficient. There's certainly opportunities in the laboratory that are going to come around and make us more successful. It's really exciting to see some of the work being done on in vitro gametogenesis, right? And so understanding the ability to

    to grow sperm or eggs in a dish. I think that it's something that's probably gonna happen within our lifetime, that these researchers are making big strides and certainly that will change the face of how we take care of patients. It's interesting that there's still a lot of talk around endometriosis and gnatomyosis after all these years and looking at new and novel ways to treat it, both surgically and with medicine.

    And I think we're all looking forward to the automization of the IVF laboratory and seeing what's coming down the pike in terms of robotics and sort of really making the laboratory more efficient.

    Griffin Jones (44:34)

    Do think that's pretty close?

    Thomas Molinaro (44:36)

    I mean, I think it's certainly on its way with some of the organizations that are putting this forward. And I think time will tell how easy it is to implement in the clinics. And ultimately, we're excited to be a part of it, I think in general. At IVIRMA, we've always wanted to push the envelope. We think that there's tremendous opportunities within the field to improve.

    our success rates to improve our ability to care for more patients. And so we've always had a dedicated R &D division that looks at the latest technologies, partners with different startups and tries to really understand how we can improve the delivery of care. until we get 100 % of the patients pregnant 100 % of the time, we can always do better, right? And so I think that's what drives us as an organization is to always want to be better.

    And the way that we practice IVF today is different from how we practiced it five years ago. And I know that it's going to be different five years from now. We'll look back and say, can you believe we were doing it that way for all those years? And the answer is, yeah. Because until you do the research, until you push the envelope, until you're willing to step outside of your comfort zone, you can't change. And change is uncomfortable, but change is absolutely necessary if we want to continue to deliver the best outcomes for our patients.

    Griffin Jones (45:57)

    Part of the reason why the meeting is so big is because the organization is so big and that's partly because of acquiring merging with other clinics, clinic networks, Boston IVF, TRIO. What have you learned from those acquisitions? What are future acquisitions that might happen in the RMA ecosystem?

    Thomas Molinaro (46:03)

    you

    Thank

    Yeah, well, I don't have a crystal ball to know what's coming down the pike. Certainly we are interested in working with the best clinicians that are out there, the best clinics that are looking to partner with us. I think every step of the way we try to learn from the organizations that join us and really understanding what they do well. And certainly from Colorado Conceptions in Denver, we learned a lot about

    efficiency in the laboratory. From Boston IVF, we're learning a lot about their organization, their efficiency as well. How do they approach patient acquisition? There's a lot of opportunities for us to learn more from the other clinics that join us. And certainly we want to form a new way forward, sort of learning from all of the clinics that join us to understand

    what will drive the best outcomes. And we are, you we have always been as an organization unafraid of change. You we're willing to change tomorrow if we think it'll get a better outcome. And so I think that's really refreshing to get to meet other REIs, other clinic leadership, understand what they're doing and try to figure out what we can steal in order to get better outcomes for our patients.

    And honestly, having a data driven approach allows us to do that. It allows us to sort of do A and B testing and see which one leads to better results. And, you know, I think that's what keeps me going to sort of meet new people and understand better ways of taking care of patients.

    Griffin Jones (47:43)

    Any breakthroughs that you plan to unveil this year? Research or otherwise?

    Thomas Molinaro (47:47)

    You'll just have to wait to see.

    No, think, you know, we have, I think 40 or 50 abstracts that we submitted to ASRM, you know, some pretty good projects. You know, we'll see what gets accepted and, you know, hopefully we'll have a good representation of the meeting in October.

    Griffin Jones (48:03)

    If you could give an assignment to all the people listening that there's someone in the audience that has a magic wand, it can make it happen. What challenge do you still feel like really needs to be solved in this space? What do you want to have a market improvement in the next five years or so?

    Thomas Molinaro (48:17)

    Thank

    Yeah. I mean, I think we're still scratching the surface of embryo diagnostics. We still don't know what makes a good embryo, right? Even when you have a genetically normal embryo in a young patient, the chance it turns into a baby is still less than 70 % in most cases. So we're missing a lot when it comes to embryo diagnostics and whether it's something that has to do with genetics or whether it's metabolism, I think there's still a lot of work to be done.

    understanding what makes an embryo that's capable of implanting and turning into a baby. So we're certainly working on it in our research organization, but I think there's a lot of opportunity for others to help us figure out what makes a good embryo.

    Griffin Jones (49:00)

    And there's a lot more that could be discussed in this podcast that we'll have to wait for another episode when we have you back. Dr. Tom Molinaro, thank you very much for coming on the Inside Reproductive Health Podcast.

    Thomas Molinaro (49:12)

    Thanks so much, Griffin.

Dr. Thomas Molinaro
LinkedIn


 
 

251 OB/GYNs, REIs, and their roles in IVF. Dr. Stephanie Kuku

 
 

Today’s Advertiser helped make the production and delivery of this episode possible. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the Advertiser. The Advertiser does not have editorial control over the content of this episode, nor does the Advertiser's sponsorship constitute an endorsement of the guest or their organization. The guest's appearance is not an endorsement of the Advertiser.


OB/GYNs are entering the IVF space—but what role should they play?

This debate is heating up in fertility medicine, and Dr. Stephanie Kuku, a former OB/GYN surgeon in the NHS and now Chief Knowledge Officer at Conceivable Life Sciences, offers her global, tech-forward perspective

In this episode, she talks through:

  • What REIs and OB/GYNs really need from each other

  • Where the line is on fertility care qualifications

  • What REI oversight could look like in different countries

  • How new tech may expand REI roles (not replace them)

  • How Conceivable is building collaborative care models (including their current 100-patient IRB study)

The field is changing. How will REIs lead the way forward?


Get Exclusive Updates on the Future of the IVF Lab
100 patients Enrolled in Groundbreaking IRB-Approved Study

  • Follow Conceivable Life Sciences on LinkedIn for exclusive updates from the AURA IRB study

  • Measuring AURA’s automated IVF lab against today’s clinical benchmarks

  • Designed to improve consistency, efficiency, and outcomes

  • Get early insights before results are widely published

  • Be first to see what could redefine embryology

The revolution is underway. Don’t miss the data that could change your lab forever.

  • 00:00:02:23 - 00:00:48:20

    Dr. Stephanie Kuku 

    If we increase the number of cycles to meet demand of the 1 in 6 people who suffer from infertility, we we need the physician care to meet this demand. Because of course, you know, there's a laboratory element, but there is a sort of clinical care. And the current capacity in really care does not meet that. And so we need a collaborative model where Obagi is supported and supervised by RTI, is a part of the sort of fertility care model, the future fertility care model.


    00:00:48:22 - 00:01:11:07

    Griffin Jones

    What should OB gyns be doing in fertility care? They're coming into IVF, but they're not our eyes. This debate rages on in this field, and I want to keep exploring different angles and hearing different voices. My guest, Doctor Stephanie Kuku, was a practicing ob gyn surgeon in the NHS in the UK. She's been an adviser to some 75 health tech startups.


    00:01:11:09 - 00:01:38:12

    Griffin Jones

    Now she's the chief knowledge officer of conceivable. She's not trying to do IVF. So from my point of view, she doesn't seem to have a dog in this fight. So I ask, what do OB GYNs need from rise? What do rise need of OB GYNs? What's the oversight that you guys have over OB GYNs in other countries? What are OB GYNs qualified to do with regard to fertility care and not qualified to do without our AI training?


    00:01:38:12 - 00:02:03:05

    Griffin Jones

    And I make Stephanie describe what in our eyes work might look like when he or she is overseeing far more cases and potentially teams of providers in apps underneath him or her doctor who thinks we'll need more areas, not less. The career opportunities will be more, not less. The livelihood they make will be greater if they embrace the necessary changes and are part of leading the way.


    00:02:03:07 - 00:02:26:07

    Griffin Jones

    Doctor Kuku is talking about the research that OB GYNs and our allies can collaborate on, including the 100 person IRB study that conceivable Life Sciences is running right now. How will technologies like conceivable bring OB GYNs and our eyes closer together? Listen in on my conversation with Doctor Stephanie Kuku.


    00:02:26:08 - 00:02:47:23

    Announcer

    Today's advertiser helps make the production and delivery of this episode possible for free to you, but the themes expressed by The guest do not necessarily reflect the views of inside reproductive health, nor of the Advertiser. The Advertiser does not have editorial control over the content of this episode, and the guest appearance is not an endorsement of the advertiser.



    00:02:48:01 - 00:02:52:20

    Griffin Jones

    Doctor Kuku, Stephanie. Welcome to the home edition of the Insight Reproductive Health podcast.


    00:02:52:21 - 00:02:55:02

    Dr. Stephanie Kuku 

    Thank you Griffin, I'm so excited to be here.


    00:02:55:04 - 00:03:15:21

    Griffin Jones

    Now, as you can see, it's like being in my living room, except if I had a camera crew with me. And the more this must be how naturally beautiful people or seemingly naturally beautiful people feel all the time. All the work that goes into the most natural setting, setting up, a couch and being very self-conscious about how I turn my jacket.


    00:03:15:23 - 00:03:27:02

    Griffin Jones

    I want to talk to you about the relationship between our eyes and OB GYNs. In your view, what do OB GYNs need from our eyes in order to be more involved in fertility care?


    00:03:27:04 - 00:03:54:15

    Dr. Stephanie Kuku 

    Griffin so firstly, I love to remind people, and I'm sure a lot of people know this, that our eyes are OB GYNs who have specialized in reproductive endocrinology and in fertility, hence ry ob gyns, obstetrics and gynecology doctors. We all go through an ob gyn residency program and then we subspecialties. So I, for example, chose to do a specialization in oncology.


    00:03:54:21 - 00:04:23:23

    Dr. Stephanie Kuku 

    Therefore, I am not a fertility specialist, but a gynecological cancer specialist. The area I fellowships traditionally in the U.S. and abroad, have been few and far between. So if you look at the numbers of ROE as compared to ObGyn, there are under 1500 ROE ice in the U.S and there are over 40,000. Begins the problem. And the reason we're having this conversation is that there is a supply and demand mismatch in IVF care.


    00:04:23:23 - 00:04:48:13

    Dr. Stephanie Kuku 

    In infertility treatment, 1 in 6 people suffer from infertility, yet we are not meeting the needs of over 90%. And so therefore we we are at a at an inflection point when we need to be able to increase supply, increase access to fertility care. And obviously one of the most important things there is increasing lab operations.


    00:04:48:15 - 00:05:20:13

    Dr. Stephanie Kuku 

    And that's what we're doing, we're trying to we're automating the IVF lab so that we can increase the number of cycles that we do per year. Now, if we increase the number of cycles to meet demand of the 1 in 6 people who suffer from infertility, we we need the physician care to meet this demand. Because of course, you know, there's a laboratory element, but there is the sort of clinical care and the current capacity in re care does not meet that.


    00:05:20:13 - 00:06:01:07

    Dr. Stephanie Kuku 

    And so we need a collaborative model where Obagi is supported and supervised by RTI, is a part of the sort of fertility care model, the future fertility care model. And I think what OB GYNs need is this support. And this a collaborative hybrid model where they sort of can be part of fertility care. They see the low risk patients, obviously complex cases go straight to the eyes and they have, you know, training support, virtual hybrid support with red eyes to really be the first point of care for fertility care and fertility patients.


    00:06:01:09 - 00:06:23:06

    Griffin Jones

    I think many areas have a hard time visualizing that, because this debate's been going on for a while. I have it in person with people whenever I can stoke the fire a little bit and get people debating. And you have very eyes that say, listen, this is not that complicated. We could teach a monkey to do egg retrievals, and then you have the other camp that says it's not just about egg retrievals.


    00:06:23:06 - 00:06:43:23

    Griffin Jones

    There's a lot more that goes into AI. And it seems to me that even the folks in that camp see your point about the need, that there's just not enough our eyes, and they'll say things like, we need to add more fellowships. It's like, well, yeah, but how many more fellowships are we going to add? And like it's a drop in the bucket compared to to what needs to happen.


    00:06:44:01 - 00:07:02:10

    Griffin Jones

    But I think that camp has a hard time seeing what that support system looks like. It seems to me like their worry is that OB GYNs are just going to start taking over IVF without any oversight. You talked about a support system and some oversight. What does that look like?


    00:07:02:12 - 00:07:28:09

    Dr. Stephanie Kuku 

    So I think again, I think it's important to remember that obligations are trained in obstetrics and gynecology. Eyes have gone through early Gyn residency to put things in context. And I think David Sable and Eduardo Harrington published this, last year in a paper titled Meeting the Demand for Fertility Services in the U.S, OB GYNs have to perform very technical surgical procedures.


    00:07:28:09 - 00:07:51:18

    Dr. Stephanie Kuku 

    So to get signed off as a board certified ob gyn, you need to have done almost 100 hysterectomies. And so the argument that it's, you know, ObGyn unqualified, you know, you have to have training in ultrasound, you have to do hysterectomies, which are far more complex and technical. The egg retrievals doesn't really stand. I think we need to go back and think about why our eyes are cautious.


    00:07:51:18 - 00:08:17:03

    Dr. Stephanie Kuku 

    I would hope that the first, the first reason is patient care. We must do everything to maintain and improve patient outcomes in IVF, and that means making sure that we are very clear about how the model will work. As I said before, it's very simple. OB GYNs do low risk cases. I think a lot of people will have, you know, a happy with OBC ones during the clinical part of care.


    00:08:17:05 - 00:08:45:23

    Dr. Stephanie Kuku 

    So they do the assessments, they do the triage, they do the holistic look, they do the follicular monitoring and medication management. I think to say that I know that you will and can't manage, follicular stimulation, ovarian stimulation, is incorrect. But the important thing there is everything will be done under supervision. What people need to understand is we need to increase supply.


    00:08:45:23 - 00:09:17:00

    Dr. Stephanie Kuku 

    We need to make IVF more accessible. And to do that, we need technology. And we're going to do that with automating the IVF lab, which means that there'll be more cycles and there'll be more work. Now, rise alone cannot meet this demand. Clinical efficiency is the goal. And with Ob-Gyn starting this process, being involved in the very low risk elements of this under supervision with strict protocols, I will say OB GYNs.


    00:09:17:06 - 00:09:39:14

    Dr. Stephanie Kuku 

    We love following protocols. It's the most litigious specialty. We are very good at sort of triaging high risk, low risk. Any ob gyn would know this is out of my remit. You know, it's time to get the right, you know, telemedicine, the sort of hybrid tech enabled, you know, model is the future we'll have. But it's not a it's not an if it will happen.


    00:09:39:14 - 00:10:00:04

    Dr. Stephanie Kuku 

    We need OB GYNs who are ready. The first point of contact for the patients. Patient first patients trust their ob gyn says continuity of care where you go to your area, you come back. The areas you know and the ob gyn is involved in this care model. And that's that's the future.


    00:10:00:05 - 00:10:26:14

    Griffin Jones

    We want to come back to what that supervision in that caseload distribution looks like. But I want to talk about the complications that arise sometimes feel. And I had this debate going on in a, in a different dinner and one very, very high volume. I said, I've been doing this for years. I've never had a complication with internal bleeding, but another one said, you know, I've had maybe three over the course of my career.


    00:10:26:14 - 00:10:42:22

    Griffin Jones

    So they're rare, but they can happen and it would be a really big concern. I'm going to try paraphrasing something you said yesterday. So you're going to correct me if I, if I got this wrong, but and you don't really have a dog in this fight because you're not a practicing ObGyn right now, you're not trying to do IVF.


    00:10:42:22 - 00:11:01:12

    Griffin Jones

    But you were, you know, began surgeon. To me, it sounded like if you had a complicated organ that maybe the guy isn't the first person that you would want, to to be on the scene there. You might want, you know, a bigger surgeon. I'm paraphrasing, so clean up what I'm saying.


    00:11:01:12 - 00:11:27:04

    Dr. Stephanie Kuku 

    And of course, well, it depends on the area, but I think, you know, generally in surgical practice, they say don't do a procedure for which you can't deal with the complications. And so if you think about the fact that resources specialize in egg retrievals and that they definitely do less emergency laparoscopy and laparotomy than OB gyns, ambulatory gynecologist I by the way, I trained as a cancer surgeon.


    00:11:27:09 - 00:11:50:04

    Dr. Stephanie Kuku 

    So I can guarantee you that even though I haven't practiced for five years, I could probably deal with an acutely bleeding patient. Now, even now, better than, you know, a lot of my friends who haven't done emergency laparoscopy for years. In fact, I was speaking to, an area friend in New York. And, you know, they said if I, if I ever did have a complication, I wouldn't try and deal with it.


    00:11:50:04 - 00:12:11:15

    Dr. Stephanie Kuku 

    I'll put them in an ambulance to the nearest Guinea unit, because I think that would be best, best for the patient. And so I think this idea that OB GYNs will not be able to deal with a complication of an egg retrieval, say unique pelvic artery in the patient is bleeding, doesn't really hold because nobody wants a gynecologist.


    00:12:11:16 - 00:12:16:19

    Dr. Stephanie Kuku 

    We do more gynecological surgery on a day to day basis than our eyes do.


    00:12:16:19 - 00:12:19:19

    Griffin Jones

    OB GYNs do retrievals in the UK and.


    00:12:19:19 - 00:12:30:12

    Dr. Stephanie Kuku 

    Europe and UK, some obese ones who've had additional so who have a specialist interest in fertility can have had some additional training. Absolutely, yes.


    00:12:30:14 - 00:12:46:05

    Griffin Jones

    What does that training typically look like? Because a fellowship in this case tends to be more of an American context, right. You've got a three year area fellowship training in the US, two year fellowship area training in Canada. But does that exist in the UK in that form or in Europe?


    00:12:46:07 - 00:13:07:16

    Dr. Stephanie Kuku 

    Do we have a subspecialty training program for fertility, for oncology? But within Europe, in the UK you have what we call clinical fellows. So you all you don't go through a three year training program, but you have a sort of truncated training program where you are a gynecologist with a special interest, you are under supervision of an area.


    00:13:07:16 - 00:13:31:07

    Dr. Stephanie Kuku 

    You go through sort of years of practice and training and practice. You do lots of cases supervised by NRI. And yes, there are a lot of gynecologists in Europe and UK who are already involved in egg retrievals. I don't advocate that. Gynecologists you do embryo transfers. I think the most important part, if you if you think about.


    00:13:31:09 - 00:13:34:13

    Griffin Jones

    When I was the difference between transfer and retrieval, in that sense.


    00:13:34:15 - 00:14:05:18

    Dr. Stephanie Kuku 

    I think that the transfer, denotes, the, the embryo transfer is comes in sort of under the infertility, the fertility care, embryology laboratory services. I think that we must separate what is clinical gynecology and what is sort of embryology laboratory and IVF. And I and I really believe that the best person for a job should do the job.


    00:14:05:18 - 00:14:31:03

    Dr. Stephanie Kuku 

    So if we are thinking about embryo transfers, we should leave that to the eyes, because at that point you're trying to return the embryo. I think as a patient, I would be very comfortable with my re with my gynecologist dealing with my initial fertility care, managing my stimulation. You know, my gynecologist is brilliant, is scanning. She's a PhD in ultrasound.


    00:14:31:05 - 00:14:54:12

    Dr. Stephanie Kuku 

    But I would want my re doing everything from the point to which my eggs are retrieved and the embryos transferred, just that separation. And then, of course, I'd want to go back to my ObGyn. I, I think that it's we must have and I don't know who's going to set it just very clear protocol. So nobody's stepping on anyone's toes and accountability can be very clear.


    00:14:54:14 - 00:15:16:10

    Dr. Stephanie Kuku 

    And I don't want to go into how that model is going to look like because there are lots of debates. But I think that, collaborative model also has to have very clear delineations. And we want to make it very clear what gynecologists should be involved in and where their role is, which is the patient care, the assessment, anything that can be done.


    00:15:16:10 - 00:15:38:10

    Dr. Stephanie Kuku 

    If you think of patients who live an hour from the fertility center, anything that can be done without you having to travel an hour to the fertility center, for example, ultrasounds, follicle monitoring, and then all you have to do is go to your fertility center for egg retrievals and embryo transfer. I think that that's how the model in reality is going to work in the future.


    00:15:38:16 - 00:16:03:23

    Griffin Jones

    I think that travel is such a big piece that we don't talk about. So I took the number of IVF labs in the US and from the CDC report from the latest data, which is 2022, there's 450 something like 470 something like that. And I told ChatGPT to look up what county, what number of U.S counties or county equivalents each of them are in.


    00:16:04:05 - 00:16:17:00

    Griffin Jones

    And then I told ChatGPT, look up how many counties there are in the United States. Guess what percentage to take a wild guess what percentage of U.S counties have an IVF lab?


    00:16:17:01 - 00:16:19:03

    Dr. Stephanie Kuku 

    Probably less than ten.


    00:16:19:05 - 00:16:20:17

    Griffin Jones

    To 8%. Yeah.


    00:16:20:19 - 00:16:22:03

    Dr. Stephanie Kuku 

    Pretty good.


    00:16:22:05 - 00:16:43:21

    Griffin Jones

    8% of US counties or county equivalents have an IVF lab. So that means that there are people in in large parts of this country that are traveling hours to, to, to get IVF and that it turns out there might not even be an IVF lab in Alaska, that previously there had been people doing remote monitoring. And then you've got to fly to Seattle to get IVF treatment.


    00:16:43:23 - 00:17:11:14

    Griffin Jones

    So there's this there's this big access problem. There's far more OB organs to the tune of 40,000 in the UK, in Europe, for those ObGyn that are doing retrievals under the supervision of an RTI, is the ROI in the room physically or is is there a number of OB gyns doing a retreat retrievals? And in RTI, is there a case manager that's always on site?


    00:17:11:14 - 00:17:12:09

    Griffin Jones

    How does that work?


    00:17:12:11 - 00:17:38:14

    Dr. Stephanie Kuku 

    I think it's safe to say that majority of retrievals. So I know you we we're back to each of the retrievals are done by our eyes. There is a percentage which I'd say is under 50% that are done by gynecologists with a special interest in fertility who have had additional training, especially in places like Spain and in that there's always an ROI in, in the unit.


    00:17:38:14 - 00:18:25:17

    Dr. Stephanie Kuku 

    Absolutely. Who is accountable? But of course, you know, I think that, again, you know, we keep coming back to the sort of the retrievals. I don't think that the retrievals are where we should be focusing on. I think it's the point of care for patients. We talked about these fertility deserts, underserved areas. How do we get this sort of streamline to get patients through faster pathways, increased clinical efficiency, the waiting times from being referred from your gynecologist and ROI without having these for ObGyn led fertility hubs, where essentially where begins a starting the process of trials, the assessment, then making sure that they know which patients are high risk and low risk, they


    00:18:25:17 - 00:18:49:02

    Dr. Stephanie Kuku 

    send the high risks on straight off to the ice is less waiting times. So imagine a world where we have automated the IVF lab and we are seeing, you know, thousands of cycles more so than the current rise in the US and globally and globally can, you know, can manage. And so we need the ObGyn as the first point of quarter A must start.


    00:18:49:02 - 00:19:09:04

    Dr. Stephanie Kuku 

    The first part, the clinical care, the ovarian stimulation and then patients travel again just for those sort of lab operations as a way to centralize, you know, send centralized IVF centers powered by technology, so that we can meet this demand with more cycles.


    00:19:09:04 - 00:19:19:21

    Griffin Jones

    Sorry. Guys are seeing complicated cases. They're doing the transfers. Who's setting the protocol? So in Spain are the OB gyns tending to set protocols? Are they choosing from a menu?


    00:19:20:00 - 00:19:49:15

    Dr. Stephanie Kuku 

    Absolutely not. You know, infertility care will always be led by re eyes. I think that much is clear. Reset protocols. Yeah. The specialists but non ry professionals who are have adequate training follow safe protocols to be involved in part of this fertility Catholic care. I think we have to be very you know doctors especially the big ones are very good at following protocols.


    00:19:49:21 - 00:20:23:11

    Dr. Stephanie Kuku 

    So we must make sure that we don't get into the you know, I think the debate over fertility can arise is sort of losing focus. We need to bring it back to patient care, care delivery, collaborative models, setting clear boundaries and making sure we can meet the demand and meet the need of patients. I think that patients want that for their OB GYNs involved because they're the first point of care, but I think they also wanted their rise to be leading this care.


    00:20:23:13 - 00:20:44:12

    Dr. Stephanie Kuku 

    And so nobody's saying that our eyes are going to take over. And I think that that's where we're not making progress, because it's always about what Aria should do. It's it's that the debate has turned into the sort of turf war, but it shouldn't be. It's it's a collaborative model to increase clinical efficiency. OPG wins over big wins and rallies, especially.


    00:20:44:12 - 00:21:14:11

    Dr. Stephanie Kuku 

    So how can they do what they already doing, which is assessing fertility patients, deciding who needs go straight to fertility care, deciding who can, you know, be tested on simple of ovulation induction protocols, hybrid models of care whereby, you know, you have RTI college, you colleague who says, you know, if you can manage the stimulation and then you can send, send the patient to us for, you know, egg retrieval and transfer.


    00:21:14:13 - 00:21:26:08

    Dr. Stephanie Kuku 

    That's what's happening in Europe. So I think, again, you know, we need to be clear that GYNs, OB GYNs will have their role, but our eyes will always lead fertility care.


    00:21:26:08 - 00:21:29:15

    Griffin Jones

    Talk about the research you've been working on the last year or so.


    00:21:29:15 - 00:21:51:17

    Dr. Stephanie Kuku 

    So what we're doing conceivable and obviously, you know, we've we started this conversation talking about Ob-Gyn sun rise and this sort of the future collaborative model of care. But I think it's important to remember that in order to meet this demand, lots of things have to happen. So first and foremost, everything happens in the lab. The miracle happens in the lab.


    00:21:51:17 - 00:22:22:06

    Dr. Stephanie Kuku 

    And that's why conceivable we are automate automating the IVF labs so we can increase the demand. The goal to increasing access of courses, reducing cost, improving outcomes, and making sure that we can meet the demand for everyone in the U.S and globally. And so what we are doing is trying to show that we have the real world evidence to prove that automating the IVF lab is safe and effective.


    00:22:22:08 - 00:23:09:20

    Dr. Stephanie Kuku 

    And even, our hypothesis is that we can improve outcomes from the current standard. We have started with, you know, pre-clinical testing and have gone through very, very rigorous effort, evidence generation steps. And a lot of our work will soon start to be published. We started with, you know, mouse, animal gametes, donor samples. We went into an IRB proof of concept study, where we, you know, we have 12 life births, 41 patients from our experimental, which shows that our prototypes, which have automated sperm, egg and Icsi, sperm preparation, egg preparation and Icsi, using one of those prototypes or in combination can get the outcomes that we desire.


    00:23:09:20 - 00:23:36:09

    Dr. Stephanie Kuku 

    And, and we've had a 51%, pregnancy rate, which is comparable to, you know, the best clinics in the world. We've now started, this hundred patient validation study, IRB to go to take patients through, line up of automation. So aura is a full, complete, automated lab workstation. And our goal is to show the world that it's safe.


    00:23:36:11 - 00:23:42:01

    Dr. Stephanie Kuku 

    It's, you know, and it can improve outcomes. And that's the that's the sort of the study we're doing now.


    00:23:42:01 - 00:23:48:05

    Griffin Jones

    How far are we into that study of those 100 patients? Have some of them cycled or all of them somewhere?


    00:23:48:05 - 00:24:04:07

    Dr. Stephanie Kuku 

    So we just started we have 33 of the 100 patients already recruited, and we just started treating our first patients. So, you know, we have six months to go. But you know, we're hoping that we have some really exciting, data to show by the end of this year.


    00:24:04:09 - 00:24:05:23

    Griffin Jones

    By the end of 2025.


    00:24:05:23 - 00:24:08:06

    Dr. Stephanie Kuku 

    Yeah, absolutely. That's the goal.


    00:24:08:08 - 00:24:20:09

    Griffin Jones

    That's the goal. Some data to share. What else do you hope to research in the future? If you had your druthers, what would you if if funding wasn't an object, what would you like to see more data?


    00:24:20:11 - 00:24:48:01

    Dr. Stephanie Kuku 

    I think that there is so much potential. I think one of the most important things to accept is that especially when you implement new technology, you never stop reaching to continue to improve outcomes. So one of the beauties of our technology, we have a cloud system that records over 100 data points that we are going to have world class data that no one has on all the confounders.


    00:24:48:03 - 00:24:56:11

    Dr. Stephanie Kuku 

    And so that we can take this data and look and continuously try to improve on the outcomes of IVF. And I think that that is key.


    00:24:56:11 - 00:25:04:09

    Griffin Jones

    How do you see collaborating with other OB GYNs or areas who might want that data or involving them in future studies?


    00:25:04:09 - 00:25:32:22

    Dr. Stephanie Kuku 

    I mean, we are speaking to so many partners at the moment from big, IVF groups to ObGyn small practices who are super excited about partnering with us, but also excited about the possibility of improving outcomes for their patients. One with automation too. With the data that we can use to harness to continue to improve outcomes. But three with, you know, making sure that we can try and get, you know, couples babies on their first IVF cycle.


    00:25:32:22 - 00:25:34:09

    Dr. Stephanie Kuku 

    Not that third.


    00:25:34:11 - 00:26:02:09

    Griffin Jones

    Do you think I'm sort of picturing in the future this sort of minority report, if everybody remembers that movie, but we had this giant screen movie, Matt Damon, Tom cruise, it's pretty similar, though. You're you're thinking of The Bourne Identity. It's it's it's pretty similar. Action 2000. Never a juristic technology. The protagonist overcomes adversity to show us how humanity and technology can come together.


    00:26:02:11 - 00:26:28:06

    Griffin Jones

    And he's got this big screen and he moves things around. And I'm sort of picturing the eye of the future looking at multiple cases for different ObGyn and maybe advanced practice providers, folks that are doing retrievals or that are seeing patients. Do you think it could be to the tune as technology advances to to dozens of patients at a time, hundreds of cases that, in our eyes, overseeing?


    00:26:28:06 - 00:26:32:07

    Griffin Jones

    Do you think it's too soon to be able to picture that?


    00:26:32:09 - 00:26:59:12

    Dr. Stephanie Kuku 

    I think that if you look at history and trying to implement technology in medicine, from laparoscopic surgery to AI diagnostics and decision support tools, we have now, the cycle is the same, whereby, you know, we start with a kind of skepticism, you know, cautious exploration. Then we have the forward thinkers and the early adopters has started testing to evaluate.


    00:26:59:13 - 00:27:23:13

    Dr. Stephanie Kuku 

    Then we get the real world evidence, you know, building like we're doing with a study now, and then you eventually get implementation whereby people have seen the data and the naysayers are suddenly like, great, this, this can improve outcomes. It's not a, an if I think it's a when that automation of the IVF lab will become the standard of care.


    00:27:23:13 - 00:27:26:09

    Dr. Stephanie Kuku 

    I mean, look at the Da Vinci robot. It's the same. So tell me about.


    00:27:26:09 - 00:27:27:10

    Griffin Jones

    Your experience with that.


    00:27:27:12 - 00:27:44:14

    Dr. Stephanie Kuku 

    Well, you know, I trained on the Da Vinci Robot. I think it's such a great analogy because, you know, when I was in training and you'd say to you, just as you said, this futuristic world in an IVF lab where we have 100 data points, our eyes are overseeing thousands of cycles meeting the current demand. We have lots of data.


    00:27:44:14 - 00:28:11:04

    Dr. Stephanie Kuku 

    We can use to select patients. It will happen. And in the end, you know, the early 2000s when it was, you know, surgeons were saying, oh, we can do robotic surgery. Most people said, come on, that's ridiculous. You know, who wants to do robotic surgery? And of course, you know, there were the early adopters. People started to see that, especially urologists, that you could reduce blood loss, you could reduce hospital stay, you could improve patient experience.


    00:28:11:04 - 00:28:58:00

    Dr. Stephanie Kuku 

    And those same naysayers and skeptics became, you know, the proponents of robotic surgery, more so now, you know, they say, come to our hospital, they use robotic, services to market their hospitals. We we offer robotic surgery. And so I think that it will be it's the same cycle where we will see this futuristic area, who's got an, a conceivable powered or a lab who's got tons of data points and screens, who has, you know, 24,000 cycles a year and who has a collaborative kind of fertility care delivery team that has the OPG and the nurse practitioners and areas being able to meet this demand.


    00:28:58:02 - 00:29:18:07

    Dr. Stephanie Kuku 

    Yeah. I think, you know, the, the, the sort of implementation and the sort of cycle of implementation of the, of the da Vinci robot is sort of it's a great analogy. Now, it's standard of care for urologists, gynecologists because it's better precision, better outcomes. Cardiothoracic surgeons use the robotic surgery now.


    00:29:18:07 - 00:29:21:12

    Griffin Jones

    So it's all the all the surgeons are trained on da Vinci.


    00:29:21:12 - 00:29:44:08

    Dr. Stephanie Kuku 

    Now not all surgeons are trained. Again, this is you know, if you think of how many studies around the world, but not, you know, well, we we when technology is implemented, the cost is high. And as you start to get, you know, you prove the business case, you get competition in the market economies of scale. You know, we now have the Medtronic's Hugo.


    00:29:44:09 - 00:30:03:07

    Dr. Stephanie Kuku 

    We have CMS versus versus. And so essentially what you have is as the cost also come down, more and more hospitals can afford to buy. Da Vinci wrote of of well, da Vinci, the other competitors, the robot and then also it's expensive, but it's pretty much standard of care for certain surgeries.


    00:30:03:07 - 00:30:10:03

    Griffin Jones

    To people go back. So if surgeons get good at using da Vinci, do they say, I'm going to go back to the old way?


    00:30:10:03 - 00:30:32:12

    Dr. Stephanie Kuku 

    Or I think, I think the use case is always going to be there. So for example, not, you know, the robotic surgery is not appropriate for all surgeries. But you know, IVF, Icsi in a lab is quite standard. You know, and that's why it's such a beauty to automate standardize eggs preparation, sperm preparation, Icsi vitrification is pretty straightforward.


    00:30:32:12 - 00:30:37:13

    Dr. Stephanie Kuku 

    It's almost easier than, you know, implementing robotics into surgery.


    00:30:37:15 - 00:30:56:13

    Griffin Jones

    I just don't see a world where the AI goes away. I think there I think many of the people who are opposed to OB gyns having more involvement in fertility care, they just can't visualize what they're going to be doing. And I think OPG wins or running away with it, or they think, oh, you OB GYNs are going to make all the money on these easy cases.


    00:30:56:13 - 00:31:10:19

    Griffin Jones

    We're going to be stuck handling a few of the complicated cases. But to me, it seems like there's so much for them to be able to do. There's still a major upside to the career they're going to be overseeing. Many more people.


    00:31:10:21 - 00:31:36:12

    Dr. Stephanie Kuku 

    Are. The eyes will never go away. We don't we don't want our eyes to go away. We need to train watery eyes because we're going to have demand that needs more eyes. And a number of OB GYNs who are supporting this demand. And I think, again, we are approaching this all wrong because of course, everybody's scared about changing, change their existing practices and making less money.


    00:31:36:12 - 00:32:03:19

    Dr. Stephanie Kuku 

    But we need to go back to the to the to the ultimate problem. We need to scale. IVF technology can do that. If we scale IVF and we have an additional 12 million cycles, we need more people to do this work and nobody's going to make less money. What we need to do, though, is make it cheaper for patients so that more people can.


    00:32:03:19 - 00:32:40:16

    Dr. Stephanie Kuku 

    You seen the work of David Adamson? Cost goes down, utilization goes up. The demand is there. We know that the data is out there. Not just in fertility. The increasing need for family building in LGBTQ communities for co miscarriage, over 3% of people, genetic diseases. The fear and I think, you know, innovation breeds fear initially. And I think that this fear in our eyes is as soon as we automate the IVF lab to increase demand, I think that will be a real domino effect.


    00:32:40:16 - 00:32:50:07

    Dr. Stephanie Kuku 

    And everyone will see that there's nothing to worry about, there's enough work to go around, and nobody's going to make less money because let's face it, I think that's what a lot of people are worried about.





    00:32:50:09 - 00:33:02:09

    Griffin Jones

    Doctor Stephanie Kuku. You know the famous Mexican expression Alejandro's oficina a su casa. Welcome to thank you for coming on the living room edition of Inside Reproductive Health. I've had a great time talking to you.


    00:33:02:13 - 00:33:04:17

    Dr. Stephanie Kuku 

    Thank you. So nice to be here. Thanks.

    00:33:04:19 - 00:33:28:18

    Announcer

    Today's advertiser helped make the production and delivery of this episode possible for free to you, but the themes expressed by the guests do not necessarily reflect the views of inside reproductive health, nor of the advertiser. The Advertiser does not have editorial control over the content of this episode, and the guest appearance is not an endorsement of the advertiser.

    Thank you for listening to Inside Reproductive Health.

Conceivable Life Sciences
LinkedIn
Facebook
Instagram

Dr. Stephanie Kuku
LinkedIn
Instagram


 
 

250 Protect the IVF Lab. Oversight and Investment. Dr. Sangita Jindal

 
 

Today’s Advertiser helped make the production and delivery of this episode possible. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the Advertiser. The Advertiser does not have editorial control over the content of this episode, nor does the Advertiser's sponsorship constitute an endorsement of the guest or their organization. The guest's appearance is not an endorsement of the Advertiser.


What standards should be non-negotiable in IVF labs?

In this week’s episode of Inside Reproductive Health, we’re joined by Dr. Sangita Jindal—lab director at five IVF centers and former SART president—to discuss the urgent need for standardized embryologist training, better oversight, and technologies that minimize catastrophic lab errors.

Tune in to hear Dr. Jindal’s insights on:

  • Why embryologists need national certification (and why ASRM should lead it)

  • The pros and cons of expanding training requirements for embryologists

  • The limits of automation without skilled human oversight

  • What she values most in the lab monitoring system Xiltrix (and why her other labs don’t have it)

  • Whether every IVF lab should be required to implement e-witnessing

This episode was recorded just after news broke of another embryo loss lawsuit—highlighting the real-world consequences of our field’s biggest vulnerabilities. Don’t miss Dr. Jindal’s thoughtful, candid perspective on what needs to change.


Dr. Sangita Jindal Loves This System. Here’s Why...
23% of alarms are missed. See why Dr. Jindal doesn’t have that problem*

  • Dr. Sangita Jindal gets 24/7 live assistance from XiltriX’s SafetyNet Team at three of her five IVF labs. Request your free demo to see if your IVF lab can benefit from the same advantages.

  • In your free demo, you’ll receive:

    • Tailored presentation to meet your priorities

    • Software demo

    • Real-life case studies

    • 24/7 live support overview

*Based on product claims

Request your demo now to see how other fertility centers are keeping their IVF labs safe!

  • Griffin Jones (00:04)

    Dr. Jindal Sangita, thank you very much for joining me on the Inside Reproductive Health podcast. Welcome.

    Sangita Jindal (00:11)

    Thank you, Griffin. It's a pleasure to be here.

    Griffin Jones (00:15)

    What are you most concerned about in the IVF lab? know that incidents that happen in the lab are rare, but we don't want rare, we want zero. What are you paying attention to?

    Sangita Jindal (00:27)

    I think I agree with you, we want zero, but I think we also have to have reasonable expectations that we are human. Zero as aspirational, rare is probably more to be expected. So I think we should definitely adjust our expectations. ⁓ I think everybody knows, every lab director knows that they need to have a very robust quality management program.

    quality control, they have to do audits to make sure things are being followed. But I must say, even with your best efforts, things can happen. Things can fail. We are human. We handle things. Things can be dropped. ⁓ know, there can be mislabeling issues. This is not to excuse it, but to say that it can happen. So those are things we definitely are monitoring. I will say, I think that automation coming into the lab will certainly assist.

    in reducing some of the touch points that are misidentification risk points. ⁓ This can maybe reduce handling errors, improve safety, efficiency, workflow, maybe produce an audit trail. I think these are some of the things that we can look forward to when automation really starts to work into the laboratory.

    Griffin Jones (01:49)

    We are all human. Humans are always going to make mistakes. I see some solutions though that are not human. They're either robotic or they're operated by AI or at least a software or there's some sort of mechanism that should prevent some of these issues. And it seems to me like there's not a universal adoption in a different conversation that I had with Dr. Steve Katz, Dr. Eva Schenkman.

    They both thought that everyone should have monitoring solution, everyone should have e-witnessing, everyone should have safe cryo storage system. Do you agree with, are all of those table stakes for an IVF lab in 2025 and beyond?

    Sangita Jindal (02:36)

    Well, I certainly don't disagree that these are the major third rails for IVF. It's cryo storage, it's ⁓ misidentification errors in embryos, in PGT. ⁓ Witnessing definitely is important. Now, having said that, to mandate ⁓ electronic witnessing, that's a lift for clinics financially. ⁓

    we'd have to mandate that and make sure that everyone's following it. I think that might be a heavy lift. Having said that, we do require monitoring for cryo storage currently. ⁓ Things have to be, anything that's temperature sensitive has to be monitored 24 seven. That's a requirement and that includes cryo storage. But Griffin, honestly, even with all of the safeguards, the witnessing, the monitoring, it still can happen that systems fail.

    It's only as good as the people using it and the training and the application of their training. In the absence of that, the system is only as good as the people using it.

    Griffin Jones (03:47)

    I wanted to ask about that and I am not talking ⁓ any details about a particular case or commenting on a particular case. You certainly are not because you don't even know which one I'm referring to, but just to give a situational viewpoint of this and then I want to see how you think we might approach it. In the news, there was recently reported a case of lost embryos.

    And I don't know anything about what happened there. They might have had some of these cryo storage solutions in place. Can that only happen if solutions, if the best cryo storage solutions are not implemented or can a situation like that still happen even if they have the solutions from any of these like top three cryo storage companies?

    Sangita Jindal (04:40)

    No, I cannot say that it can never happen. Never is not a word I would use ever to say that errors, that should be the expectation. It cannot never happen. even with the best systems and audit trails, traceability, ⁓ training, constant monitoring, I'm sorry to say catastrophic events can still happen. ⁓

    We are very cognizant. We monitor, we talk about it. I mean, this field with the self-regulation and the way that we examine how we work is, I think, unprecedented. I'm not sure that any other field of medicine looks at such a detailed level at what they do in their daily operations. It's incredible across the country, maybe globally. Everybody is looking at every granular aspect of how their laboratory runs.

    And I think it's to our credit. And it could be that we're looking for something, we're always looking, we're going to find something that can be improved, that can be tightened up because we do have so much scrutiny on us and we apply that same scrutiny to our labs.

    Griffin Jones (05:51)

    You might know if you've listened to this show a bit that I have no scientific or clinical background. And so when I asked this question, I am not asking rhetorically. I'm actually asking you to explain it to me because one of the things that cryo storage talks about is you don't have to deal with this whole issue of the spreadsheets and this inventory nightmare. again, whatever happened in any clinic, I'm not really referring to them.

    speaking very generally, how would that work if someone had a solution like that? How could they still lose embryos?

    Sangita Jindal (06:34)

    I think if people are still, there's still touch points that are human touch points. And if they are loading embryos into a vitrification device and they're literally, say they've done PGT and they've done biopsy and they have biopsy number embryo number three and number four, but instead of putting them into straws three and four, they reverse them and put them into four and three. That can happen. So it's still the same patient. It's still their embryos. They've still been biopsied.

    They're still being frozen, but it can happen that they've reversed the tube. it, you know, without the witnessing, perhaps the witnessing doesn't work at the level of the tubing and of the vit device. It works for the patient. It works for that day. It works for that, you know, event, but it may not actually pick up that level of detail for witnessing. And so I think those are perhaps incidents where there's still an error that can be introduced into a robust system.

    ⁓ Just inadvertently that can happen because we are working with these invisible embryos under a microscope and you're doing many of them often for a patient. And I think it's probably more common that these errors happen within the patient rather than between patients.

    Griffin Jones (07:47)

    If you were called upon a governing body to put in some of the best practices, what would your advice be? What would you want to see implemented across the board to minimize incidents to whatever extent humanly possible?

    Sangita Jindal (08:07)

    I think we're partly there. think we do have accrediting agencies such as College of American Pathologists and the Joint Commission. They accredit embryology labs. They have requirements. I know for CAP, for example, they have multiple questions on the checklists that are to do with misidentification risk and monitoring of temperature sense of material. So there is accreditation requirements. So that's one.

    I think number two, and we touched about earlier, was automation or semi-automation. I think that can also help to reduce risk. ⁓ Whether or not we should mandate these things in the laboratory, there are obviously big clinics, private equity, deep pockets, but that's not true for every clinic. And the cost will be passed on to the patients. We have to be mindful of that. I think traceability is important. If we have cryo storage systems,

    We know that they're out there, one or two that are fantastic. ⁓ I know we have ⁓ e-witnessing systems. These are used but not mandated and not across the board. I think there's other ways to go instead of just ⁓ purchasing software or systems. ⁓ Perhaps we can create our own systems. We could have an internal reporting system, for example, of errors or near misses. Perhaps that's non-discoverable, similar to what hospitals have.

    in their mortality and morbidity reporting. This is already, I believe, happening within these networks. ⁓ And there's data showing that when errors are reported, error rates go down. So I think ⁓ most errors are near misses or they get caught. And if we had an internal space to report them, this does occur in other countries, for example, that may be a way to go. It remains to be seen if we can do that within the US.

    and the fact that we are a business as well as a medicine, I'm not sure that, ⁓ you know, reporting of errors will catch fire here, but I think it's one way to go. ⁓ I think another way to go options, as you know, there's an ISO standard. ⁓ That's also a heavy lift for labs, but maybe all the IVF labs could become ISO certified. ⁓ Maybe we should be standardizing training and credentialing of lab staff.

    This is done nationally in other countries, for example, HFEA in the UK. So I think we can have a standardized curriculum, hands-on training. This could be endorsed by our society, such as American Society for Reproductive Medicine. I think that could be very public facing. And to regulators and to the press and to business leaders, that we have standardized training and a curriculum that

    ensures that these people have been trained properly. So I think there's a lot of things that can be done.

    Griffin Jones (11:04)

    With regard to monitoring, you use Ziltrix. What do you like about them specifically?

    Sangita Jindal (11:10)

    Yes, so I have a number of labs that I do direct, ⁓ actually five labs and three of the five have Ziltrix. And I chose Ziltrix, well, I don't know, seven years ago, well before the pandemic. And what I like about Ziltrix is several things. ⁓ I'm always nervous when everything is wifi and I know the wifi is a great systems or wireless, but I always get nervous in case there's a problem with the wifi and with the networks.

    So Ziltrix actually has hard wiring to substations where the tanks are, where the fridge is, where the freezer is, where my incubators are, anything that's temperature sensitive. They have the substations. They do have capability for the wifi, the network, as well as the phone. And there's an online portal, which is terrific. And this allows for real time survey of equipment. You can obviously survey everything remotely.

    Igor Brusil (11:52)

    So.

    Sangita Jindal (12:08)

    It can generate reports. ⁓ It's able to be ⁓ filtered. So you can look at certain things in certain ways. It runs 24-7. The other thing I really like about it, the third thing is that their call center and their responses are terrific. We test our systems monthly, ⁓ all months of the year, over and over again. We have equipment that goes into an alarm when you're working with an incubator that's open or a cryo tank that's open.

    Igor Brusil (12:15)

    Thanks.

    Sangita Jindal (12:37)

    It will go into alarm and we have a response that's very robust. It's by text, it's by email, it's by phone, and they continue to ⁓ ping us until somebody responds. And ⁓ that has not failed yet in all the years we've used it. And I have to say also their customer service and replacement of probes or substations, all of these things are very good. And I do recommend Ziltrix.

    Griffin Jones (13:06)

    Why do you like those reports? What information do you find to be most important?

    Sangita Jindal (13:12)

    So the reports, so my pros are temperature. I do have one gas probe in one of my incubators, but everything else is temperature. And I run the temperatures between a tight range and I'm able to look at fluctuations over time for each piece of equipment. I can compare each piece of equipment and then I overlay ⁓ other metrics such as fertilization rate or blast development rate. So I can tell per incubator,

    how ⁓ the embryos are developing to see if it anyway is associated with the temperatures that run ⁓ over time. And so during a series, for example, in my Miami lab, I will print out reports every month for those two weeks for the temperatures in the incubators and measure which embryos did best in which incubator to see if it matters if ever where there's a temperature. And for example, there is one.

    catch we found where the temperatures were falling a little bit to the low end of the range and my blast development was not as robust as it should have been and we replaced the handle on the incubator to make it a tighter fit but I knew that because of Ziltrix.

    Griffin Jones (14:26)

    talked about different solutions that could be implemented like an internal reporting system, becoming ISO certified, having a standardized training and curriculum for embryologists. Which of those solutions or others would you put as number one?

    Sangita Jindal (14:51)

    I think.

    I think it should be standardized training. think this is the ask. I am being told that that is what lab directors from large networks are being asked for. And if that's something we can do as a society, know, as around, for example, as a society provide to them, I think that would go a long way. So you mentioned some of these errors that happen. ⁓

    In the networks, this can be very devastating. ⁓ We want to protect our embryologists. These are the boots on the ground in the lab doing the work manually, working tirelessly, very detailed. There's a lot of burnout. We want to make sure that these people are protected. And so I think starting there, starting with the people, making sure they're trained, making sure they're credentialed, there's a standardized curriculum that this is, you know, signed off so that networks

    business leaders, ⁓ risk management, all of these parties within the networks, for example, understand that the embryologists have been trained to a certain standard. I think that would go a long way. And this is not like reinventing the wheel, Griffin. This has been done in other countries. This is done, for example, within ESHRA. And I think that that's something that we could do here in the US.

    Griffin Jones (16:16)

    For those listening, especially those on the business side, I have a feeling they might be thinking, we are training our embryologists to the highest standard, but if it isn't standardized, then that standard is different for different people. What might be included in that standardized curriculum that you feel is often missing?

    Sangita Jindal (16:45)

    I think lab directors do a great job organically training their staff. That's the way we've always trained them since the beginning of IVF. We bring trainees into the lab. We have a training program. It includes a certain number of ⁓ procedures they have to do each single thing. Dish prep, oocyte retrieval, embryo grading, vitrification, biopsy, all of the elements. And they have to do a certain number, ICSI of course.

    They have to do a certain number, you know, up to a standard within the laboratory, and then they get signed off and then they can work independently. Now, we see over years, some labs take years to train somebody, some labs go faster, it depends on the trainer, it depends on the trainee, it's all over the place. And some people are really gifted in some things and not others, and they have to be remediated.

    So it's variable and it always will be depending on the trainee. But if you have a standardized curriculum that has buy-in from most and all lab directors saying, yes, Sangeeta, I think they should all perform at least 20 egg retrievals without missing an egg, that's just a number I'm proposing, then we all agree that that is a standard. I think that that's very reasonable. And they can maybe do it within a certain timeframe as well. I think that's also something we can work on.

    but I think it's important to have a standardized curriculum so that we also bring our people up. know, every lab works differently. Super busy labs have people doing the same thing every day because, you know, they can't train them to all the elements, so they do one thing they're really good at, but I'm not sure that's also the best way to retain people and have them reach their potential. I'm not sure that serves those people that are in the lab. So...

    I think there could be a way to bring all of us to a higher level for all of the elements that is standardized across the country and understood and believed to be the gold standard. And so that way they are protected and recognized as a profession, as trained embryologists. Right now, I think everyone does a good faith effort to say seniors, mid-level, junior. We have these sort of internal titles. There's nothing that's really official.

    And I think that could go a long way to making our field more attractive.

    Griffin Jones (19:09)

    Which society or which governing body in your view do you think is best suited to take on this standardized curriculum and training certification?

    Sangita Jindal (19:23)

    I think I've worked within several societies that we have. ⁓ Certainly, I would say ASRM. I think ASRM has the broadest impact across the field. And particularly within ASRM, there's five affiliate societies. There's one that's focused completely on laboratorians, that's SRBT. ⁓ And there's also SART, which

    is focused on IVF labs, I'm sorry, IVF clinics and programs around the US. So I think SRBT, SART and ASRM are the three societies. And I think this brings up the whole issue of self-regulation in an era of regulation. think ASRM is the most poised to lead the way, particularly SART and SRBT with self-regulation.

    Griffin Jones (20:16)

    So among those three, sounds like they would have to all adopt the same guidelines in order for it to remain self-regulated, right? Because often you have different societies making different recommendations, and then a governing body is the one that says, here's what's actually the law or the requirements.

    Sangita Jindal (20:42)

    So I will clarify.

    Griffin Jones (20:42)

    Do you think these three

    could come together to agree upon and adopt the same training requirements for all three?

    Sangita Jindal (20:54)

    Yeah, so I will say at the outset that SAR, SRM, SRBD, SRM is not a regulator. Yeah, so I just want to be clear about that.

    Griffin Jones (21:01)

    Right.

    But that's what I mean, because if

    you leave it to the societies to say, here's the certification, if they have any difference in their certification, then you don't really have a self-regulation because someone could say, well, I was following the SRBT guideline, even though the SART guidelines said that, or the SRM guidelines said that. And that's where regulators step in and say, OK, thank you very much for your guidelines. Here's the actual requirements. Do you think that these three could

    agree upon a set of requirements for standardized training because if they could, to me, that would suggest effective self-regulation. don't know what the...

    Sangita Jindal (21:45)

    Exactly,

    exactly. No, you said it right. So SART and SRBT are affiliate societies within ASRM. So they, ASRM will rely on the content experts and thought leaders within SART and SRBT to put forth the standardized curriculum. And that's what they're doing now. And I think that is exactly what's happening and the minds are coming together and building this curriculum. Then ASRM will produce this for wide dissemination.

    as something that ASRM is behind and backing and would like to see adopted across the field. So as you say, they set guidelines, they set guidance, they have practice guidelines, committee opinions, all of these things. This would be another one of those in the toolkit to say, hey, look, we are absolutely self-regulating as a field. We're even setting guidance and requirements for training for our staff, our most vulnerable people, which aside from the patients, I think are the laboratory staff.

    This is the most risk, the most liability. They carry the most burden in terms of daily workload at a high, high level of detail. These are the people we need to make sure that we have clear requirements and guidance for their training and so that they can thrive in the field.

    Griffin Jones (22:59)

    You brought up something interesting about the breadth of training for embryologists because you might have a 2000 cycle IVF lab that has very different needs than a 200 cycle lab. And in the larger group, you might just train some embryologists to do certain things. In your view, doesn't sound like that might, that might not be the best for retention, but it sounds like you might also want a broader breadth.

    for your embryologists, more cross training. What do you think is the minimum training? I could see there being a tension between needing that depth, even if it's stuff that they might not be working on today, because you don't know if they're going to be working on it tomorrow, and you don't always know how they're going to interrelate. And so people need to understand the bigger picture. I could also see that raising the barrier to entry of

    let's just get these junior embryologists in, let's get them some embryology experience because we have a shortage of embryologists and we need more people that know how to do this. How do you balance those two? The minimum requirement to know the bigger picture and the barrier to entry.

    Sangita Jindal (24:15)

    I think you raised a good point with the word tension. I think there is a tension there. It's a balance. Maybe it's a more positive way to say it. think, ⁓ first of all, I don't think a laboratory needs to have 100 % senior embryologists. I think there is a place for a bit of a hierarchy where there are seniors, there are mid-levels, there are juniors. There are also going to be people who don't seek to be a senior. They're very happy doing

    you know, some of the prep work or some of the mid-level work. And they may feel that they don't want to take on the extra burdens of the biopsy or the ICSI and doing that all over and over again. That may be those people. So I think it's good to have an aspirationally that everyone will be trained in everything. And I think that's wise, but it may not pan out that way in terms of workflow. Every day of the week, you can't have all seniors.

    who want to do all the biopsies and the XEs and no one wants to do make the dishes. So on the other side, I think automation is also something that we have to factor in when we have ⁓ laboratories that have automation or semi automation. I know we're moving to more and more towards that. ⁓ There may be a drop off of skills and ⁓ sort of retaining your skills and your expertise in the face of automation. So if somebody is not trained on everything,

    and the automated system goes down, what do you do then? I mean, how do you treat your patients? So I think there is a balance that has to be struck, but it's a very fluid situation. As you know, all the exciting innovations are within the lab and every year there's something new that we're having to sort of pivot and adopt and evolve. So I understand your question, but if you ask me two years from now, it'll be a different answer because I think the way we work in the lab will be totally different.

    Griffin Jones (26:15)

    You mentioned that e-witnessing can be very useful. It could also be very expensive for some people. And that might be part of the reason why it isn't mandated right now. If you were the czar of IVF, regardless of a practice's size and all of their financial background of if they can afford it or not, would you mandate e-witnessing?

    Sangita Jindal (26:48)

    Hmm.

    I might, I might. I will say it's not error proof. There can still be errors, even with the e-witnessing. ⁓ It adds to the workflow. So there's pros and cons, like there is for everything. ⁓ If cost was not an issue, and by the way, we may be moving to this mandated state sooner rather than later. So yeah, I could see it happening as a reality.

    I'm not rushing out to get e-witnessing for all my labs. It's on my wish list, but I have not implemented it yet for all my labs. you know, we function and it's fine. ⁓ But yeah, I could see in the near future that it would be mandated. I could understand that.

    Griffin Jones (27:40)

    What gives you pause? I think of the situation that happened a couple of months ago where there was an embryo mix-up and a woman gave birth to a different couple's child and that couple sued and gained custody of that child is just heartbreaking. All of us are gut-wrenching because of that. And I hear proponents of witnessing saying that we could have stopped that. That could have been prevented.

    Is that true? It sounds like you have some reservation about that.

    Sangita Jindal (28:12)

    It's not that it's not true. It's just, it's only as good as the people using it, Griffin. mean, if people don't, there's workarounds, there's hacks, there's, you know, there's error points where a supervisor has to come in and unlock the system again to make sure that they're back on track for that patient. It can happen. No system is foolproof. And so to say that would have prevented it, maybe yes, possibly in that case, absolutely. And as I say, we're probably moving to that system being mandated.

    okay, we'll deal with it, it'll be fine, it'll be great, but I'm not sure that it is the answer and the only answer. I think there's a lot of other things that can be done around that. And as we move to automation, things will be witnessed, you know, automatically. And so we may not even need a separate e-witnessing system 10 years from now.

    Griffin Jones (29:05)

    Again, my ignorance, how does it add to the workflow?

    Sangita Jindal (29:10)

    I think you have to have readers in the laboratory. have to be placed, you know, around the lab, in the hoods, on heated surfaces, wherever you're working with dishes. You have to have the labels. You have to have barcoded labels. They have to be working within your EMR. You have to have these scanners that are available at the time you're working. I you cannot just use a heated surface.

    do the work, move it back into the incubator, you have to work with the system. And it's a learning curve. I'm sure it's not onerous at all, but it is part of the workflow that has to be sort of integrated into your workflow. So eventually it'll be done and we'll get used to it at a broad scale. But the systems also may or not work for every step. It may not be something you can check at every single

    point, for example, tubing and biopsy, I think this has newly come about, but this has also been evolving to provide more sort of security for the embryologists. It didn't come out fully formed when it started. It's been getting better and better over time. So I think at some point when it's at that point, you know, where it's really robust and every single possible point has been identified as a risk point that can be mitigated, perhaps then we can go to mandate it.

    Griffin Jones (30:37)

    Umbrologists need a lot of support and from their lab directors, from the solutions, maybe from other folks as well. I don't know if you use the word call center for Ziltrix, but something about that support of how they alert you. Can you tell me more about that?

    Sangita Jindal (30:54)

    ⁓ You're talking about Ziltrix call center? ⁓ So, right. So when we, for example, get an alarm, we will get a text, we'll get an email, failing that within a few minutes, we get a call. The call identifies that there's ⁓ an inconsistency in a temperature measurement. It's fallen out of range. They can tell us which piece of equipment it is, what has happened, has it spiked or has it dropped. ⁓

    Griffin Jones (30:56)

    Yeah.

    Sangita Jindal (31:22)

    or there's a power interruption, for example, that's another reason that the system would go to an alarm. So all of these things are detailed to us verbally within minutes of the alarm happening. And it goes through a phone tree. if it doesn't reach the first person on the list, it keeps going, and it keeps going in a circle around the list until somebody answers the alarm, which of course it never takes that long because embryologists don't do that. We all have our phones with us and we all

    you know, communicate with each other. And then the alarm is answered either physically in person or it is through the portal that you indicate it's been answered and everybody's aware. So that call service to me is key because if it's just by text, for example, and you're, know, it's two in the morning and your phone is not set for notifications, you're not, you it doesn't ring. You've got to ring her off something, something you don't get the alarm. So by having the phone,

    going all through a circle of response team, I think that's the best way to mitigate the error, or not the error, sorry, the alarm going unanswered.

    Griffin Jones (32:29)

    Yeah, even in an age where we're all glued to our phones, there's still plenty of exception. You're in the shower, ⁓ you're trying to spend time with your family or whatever it might be or something else is going on. ⁓ How does that normally look? Like in the absence of a system like Ziltrix, how does alerting normally look or finding out about this information typically look in the absence of something like Ziltrix?

    Sangita Jindal (32:36)

    Sadly.

    Well, mean, other alarm systems also, they will have visual alarm. You have changes of colors, for example, on your portal that shows that the tank, for example, a cryo tank, is warming or cooling in a way that it shouldn't be, usually warming, obviously. And ⁓ you will have text messages. You can have ⁓ emails. You can have phone calls. If it's wireless, you know,

    I think the wireless systems out there are great. ⁓ I think that they have their own mitigation, but I do have two labs that have a different system out of my five. And ⁓ I have to say maybe the hardware is antiquated, but I find that the substations go down. They're not answering the alarms, queries when we have questions about why the substations go down. The alarms, they send us a text.

    They don't really follow it up with phone call. It can be a little bit more variable. I'm saying that just because I think that that system may be a little more antiquated and it might be to be upgraded. But I think there are other great systems out there. There are some that are just cryo. Ziltrix is nice because it does incubators, does fridges, it does freezers and it does cryo. So I don't have to have two systems for alarms monitoring. I can just have one.

    Griffin Jones (34:18)

    With regard to cryo storage, what do cryo storage solutions have to have in place for you? What's the standard that you think everyone should have? What do you pay attention to?

    Sangita Jindal (34:32)

    ⁓ For cryo monitoring, think that has to be done daily. I think we look at our tanks daily. check for ⁓ sweating on the tank, showing excess evaporation and gas formation that the liquid is starting to go down. We look for puddling. ⁓ We measure the actual liquid in the tanks. you know, several times a week we fill. ⁓

    have the alarm monitoring. I mean, this just goes on and on. And then when there's an alarm that happens, we have a whole response that has to be, ⁓ you know, followed. We also have training for alarm response. It's a whole workflow around cryo storage from when you enter the lab to, you know, when you're fully trained and you're now responding to alarms. There's a whole decision tree that has to happen and constant monitoring. I don't know.

    how else to get around it except constant monitoring, and visual monitoring as well as electronic.

    Griffin Jones (35:36)

    It sounds like there are some attributes of vigilance that just come with embryologists as part of their personality type. If you're not somebody who's going to be constantly on the watch, this probably isn't the job for you. But even with selecting for that personality type, you want to turn some of those traits into behaviors.

    How do see that going into the training curriculum? How do you train people to pay attention for the variables that you might not have counted for or the surprises or other things that they have to use their head a little bit to see, oh, this isn't right. How do you train somebody on that?

    Sangita Jindal (36:27)

    I really like to set people up for success. So I am a big believer in checklists. think checklists are the way to go. You know, just having that safety net that catch mentally so that you are actually having to check off every single, I'm exaggerating every single, but you know, every single box of all the things that you should not be missing because it can happen. You get comfortable.

    You just glance at it, you get busy, you don't have time. Oh, it was fine yesterday. I'm sure it'll be fine. We all do that. And so a way to sort of come away from protocol drift and to stay on message and to use these checklists, I think that sets everyone else up for success, whether you're a newbie or whether you've been doing this for 20 years, follow the checklist. I think, again, I come back to the...

    constant monitoring. And as you say, the level of detail that embryologists have to think about every single minute, I think the checklists help with that. Why do they have to carry every single detail in their head every minute of every day? Have a checklist. So it's the support that you need to make sure you don't miss anything.

    Griffin Jones (37:43)

    for the business executives listening that I think many of your lab directors are listening, shaking their heads and they're nodding their heads, I should say. And ⁓ what you're saying is resonating with them. And sometimes they feel like they're not always getting the support from the business side. We want the business side to think about of here's what our people need. Here's the level of support. What advice would you give them?

    Sangita Jindal (38:13)

    I think businesses are there to run businesses and make profit and to ⁓ serve the patients that their physicians are treating. think a way to do that is to take care of your people and to invest in the lab. To me, the lab is...

    It's the engine that drives the entire program. It is the revenue generator. It's again, where all the liability is where there is not all a lot of the liability is where the risk is your Your currency there is your is your staff. It's your embryologists and those are people that need to be compensated appropriately. They need to have ⁓ Abilities to work with automation semi automation. They have to have enough staffing to prevent burnout ⁓

    I would say it's really of value to the program to invest in your lab and in your people because they are the ones who will revenue generate for you and they will mitigate your risk if you take care of.

    Griffin Jones (39:22)

    Dr. Sangeeta Jindal, you've given us some wisdom today that the systems are only as good as the people behind them. Thank you very much for joining me on the Inside Reproductive Health podcast. I look forward to having you back for a future interview.

    Sangita Jindal (39:37)

    it's been a pleasure Griffin. Thank you so much for all you do.

XiltriX Demo
Request Here

Dr. Sangita Jindal
LinkedIn
Facebook


 
 

249 The Biggest Thing In IVF Right Now. Joshua Abram, Alan Murray, Dr. Alejandro Chavez-Badiola

 
 

Today’s episode is paid content from our feature sponsor, who helps Inside Reproductive Health to deliver information for free, to you! Here, the Advertiser has editorial control, but in the case of this episode, the Advertiser chose not to make any edits. Feature sponsorship is not an endorsement, and does not necessarily reflect the views of Inside Reproductive Health.


What’s the biggest thing happening in the IVF lab?

It might just be automation. This isn’t hypothetical. It’s operating now.

We visited Hope IVF in Mexico City to see AURA, the fully automated IVF lab created by Conceivable Life Sciences. We sat down with co-founders Joshua Abram, Dr. Alejandro Chavez-Badiola, and Alan Murray to ask the questions you submitted—and some of our own.

Tune in as the founders share:

  • The origin of AURA and what problems they set out to solve.

  • How a team of 3 embryologist technicians could run 2,000+ cycles per year.

  • What IVF cycles really cost (And why CFOs should pay attention)

  • The commercialization strategy behind automation.

  • How this might change costs, outcomes, and the embryologist role forever.


Get Exclusive Updates on the Future of the IVF Lab
100 patients enrolled in groundbreaking IRB-approved study

  • Follow Conceivable Life Sciences on LinkedIn for exclusive updates from the AURA IRB study.

  • Measuring AURA’s fully automated IVF lab against today’s clinical benchmarks

  • Designed to improve consistency, efficiency, and outcomes

  • Get early insights before results are widely published

  • Be first to see what could redefine embryology

The revolution is underway. Don’t miss the data that could change your lab forever.

Follow Conceivable Life Sciences on LinkedIn today.

  • 00:00:03:13 - 00:00:37:10

    Joshua Abram

    We are entering the digital age of IVF. I mean, if you think in the first 40 years of flight, we went from the Wright brothers to propeller planes, but we only entered the jet age after 40 years of history. We're about to enter the jet age of IVF in the best sense of the word. I don't think any of us can look at the field and not say, we are poised on a moment of remarkable innovation. The innovation that we're doing here conceivable is going to, I think, fundamentally change the field.

     

    00:00:47:10 - 00:01:09:10

    Griffin Jones

    The biggest thing happening in the IVF lab. We use that title for the LinkedIn live. I think it might have to be the title for this podcast. Episode two what's bigger than end to end automation of the IVF lab? I'm here in the Bel Air of Mexico City at an IVF center called Hope IVF, where Conceivable Life Sciences has installed their automated IVF lab, Aura, and I came with questions.

     

    00:01:09:11 - 00:03:20:10

    Griffin Jones

    Questions provided by you, the inside reproductive health audience. I sit down with the three co-founders of the company Joshua Abram, Dr. Alejandro Chavez-Badiola and Alan Murray. Joshua and Alan have been in the venture capital and entrepreneur space, co-founding and investing in companies together for decades. About ten years ago, IVF caught their eye, and they founded Tomorrow.

    Alejandro is a founding partner of Hope IVF. He's an MD, PhD, and together they took on this challenge of automating the IVF lab. Why? We discussed the human and commercial tragedy of the fraction of the total addressable need for IVF that's currently being served.

    How big should this field of medicine be? And it's supporting industry. What are the numbers behind that? We talk about the mechanics of this automated IVF lab. No more zigzagging back and forth, no more embryologist bumping into each other. They detail the steps that allow a team of three to operate a state-of-the-art IVF lab that they're hoping will perform 2000 cycles per year.

    That's three embryologist technicians, a team of three. What is an IVF cycle though? I never really thought about I'll blank out of a term. IVF cycle is for the widely differing IVF work orders that are all categorized as IVF cycles. Alan Murray talks about the research they're working on with regard to the costs associated with these different work orders.

    For the CFOs, listening, you need to hear this. It will give you a better understanding of your operational costs and the wide variance that happened after retrieval.

    How did all this happen? What's the adjacent possible? What are all the technologies that came together to build this system? How are they going to make money off of it?

    What's their commercialization strategy? Will it bring costs down? Will it improve outcomes? How? Why has there never been a better time to be an embryologist? I couldn't get enough content while I was down here. I don't have the qualification to say that the future has arrived here or conceivable, but everyone I've talked to that has visited here seems to think so.

    And I did try to press on those questions that you gave me. You'll decide for yourself, but you're going to want to listen to this whole episode, because I don't think things will ever be the same.

     

    00:03:20:10 - 00:03:42:12

    Announcer

    Today's episode is paid content from our feature sponsor, who helps inside reproductive health to deliver information for free to you. Here, the Advertiser has editorial control, but in the case of this episode, the Advertiser chose not to make any edits. Feature sponsorship is not an endorsement and does not necessarily reflect the views of inside reproductive health.

     

    00:03:42:12 - 00:03:56:05

    Griffin Jones

    Doctor Chavez-Badiola. Hola. Mr. Abram. Mr. Murray. Alejandro, Joshua, Alan. Bienvenido, and welcome to the first ever in-person podcast episode of Inside Reproductive Health.

     

    00:03:56:07 - 00:04:00:07

    Joshua Abram

    Is it not the first international podcast of Inside Reproductive Health?

     

    00:04:00:09 - 00:04:21:10

    Griffin Jones

    Certainly not the first with international guests, but certainly the first where I have been abroad. All right. We've been waiting offshore. You've taken me offshore, and I am interested in exploring. Tell me, Joshua, what's the tragedy happening in IVF right now? How might you be able to fix it, be a part of fixing it?

     

    00:04:21:12 - 00:04:47:11

    Joshua Abram

    Well, I think there's a tragedy, but first of all, I think there is a lot of glory to talk about. here we have a Nobel Prize winning therapy, that has the ability to cure people of a disease, that, has plagued mankind, humankind, since the beginning of recorded history and features prominently in the Bible.

     

    00:04:47:13 - 00:05:16:22

    Joshua Abram

    And, in this disease strikes people uniquely in the prime of their life, curing this disease. will change the course of their life forever. And when Bob Edwards was awarded the Nobel Prize with the very fulsome, comment from the from the committee that said he had achieved a milestone in modern medicine, I think the Nobel Committee thought for good reason, done and dusted.

     

    00:05:17:03 - 00:05:44:22

    Joshua Abram

    We've got this behind us, certainly the science. And it's a blessing to be involved in this field. I'm surrounded by the brilliant people who drive it. certainly the science has improved dramatically over the last 40 years. it's our our rate of innovation is stalled a little bit of late, but historically, we have improved success rates 1% year over most in four decades.

     

    00:05:45:00 - 00:06:13:03

    Joshua Abram

    but the reality is that, with the awarding of the Nobel Prize, we did not in the problem, with Edwards, we had a we did not in the problem. We have a therapy that has failed to scale 95% of infertile people around the world, will never receive treatment, even in the very rich West, even in America, 80% of patients will go in treated.

     

    00:06:13:04 - 00:06:50:20

    Joshua Abram

    And I don't think that any of us can or want to be satisfied, with that kind of situation. It's a ethical disaster. It's a clinical disaster. And frankly, it is a commercial disaster because this is one of those problems that if we all work together, which we will to solve it, we at once are going to have a clinical triumph and ethical triumph in terms of access to care and the commercial moment.

     

    00:06:51:00 - 00:07:19:19

    Joshua Abram

    IVF will enter a renaissance there. There'll be, more opportunity for more people to do more good work and to profit by doing that work fairly. And in the history of IVF, we are entering the digital age of IVF. I mean, if you think in the first 40 years of flight, we went from the Wright brothers to propeller planes, but we only entered the jet age after 40 years of history.

     

    00:07:19:21 - 00:07:48:11

    Joshua Abram

    We're about to enter the jet age of IVF in the best sense of the word. And I don't think that anyone can look at the field right now and looking at the statistics and the situation I just described, you described it as a tragedy. I agree with you. It's also an opportunity. I don't think any of us can look at the field and not say, we are poised on a moment of remarkable innovation.

     

    00:07:48:13 - 00:08:16:16

    Joshua Abram

    The innovation that we're doing here conceivable is going to, I think, fundamentally change the field. But we're not alone. We're surrounded by innovators. There are innovations, in other parts of, AI and service delivery innovations. Again, however, that pay for this. Companies like Diya make it more affordable. And I think that there's never been a more exciting time to be involved in

     

    00:08:16:16 - 00:08:17:18

    Joshua Abram

    IVF.

     

    00:08:17:20 - 00:09:03:23

    Joshua Abram

    We have the demand. 12 million babies want to be born every year rather than the less than 1 million a year that we're achieving now and an equitable, just and fair world. We will reach at 1 million babies, about 12 million a year in fertility. And then once we have together innovated sufficiently to reduce the price by having to streamline service delivery, we can address Asra emphasize, as the true demand for IVF, which is 20 million babies a year, an 80 fold increase in the number of children IVF is delivered in its entire 40 year history.

     

    00:09:04:01 - 00:09:08:20

    Joshua Abram

    Think of the opportunity and think of the number of people who can be helped.

     

    00:09:08:22 - 00:09:37:02

    Griffin Jones

    1 million IVF babies per month is a lot more than 30,000 or so currently in the United States, or far less than that, because I'm thinking of cycles. We're talking 1 million IVF babies per month. That brings us here to hope IVF in Mexico City. Your state of the art clinic, Alejandro, where you have decided to be the first to raise your hand and install conceivable aura in your IVF lab.

     

    00:09:37:02 - 00:09:54:16

    Griffin Jones

    I got to see it yesterday. What I've been hearing from people and a little straw poll when I ask, is the IVF lab ready to be automated? The majority of people and those folks that haven't been here yet, they say no. When I ask everyone who's come before me to visit here, they say, this is not a prototype.

     

    00:09:54:19 - 00:10:27:04

    Griffin Jones

    This is either ready for primetime or we're talking months away, not years from from being everywhere. Tell me, what did I see yesterday? I saw a single line assembly that, it seems, goes from retrieval to transfer. the size of a small IVF lab, with where robotics takes the the egg from that face. When? When it comes from the patient all the way back to the patient.

     

    00:10:27:04 - 00:10:35:10

    Griffin Jones

    So describe what I saw, because I want to try to match it to some of the footage we might be able to capture today.

     

    00:10:35:12 - 00:11:17:19

    Dr. Alejandro Chavez-Badiola

    So would you had a chance to see yesterday is an end to end system that can now automate the full process of the IVF lab. From this preparation, egg finding, preparing the egg for for ICSI, preparing sperm fertilizing, going through culture with time lapse capabilities and beautification. So that is the full process. So the system was built to support with this space and and with a capacity of, 2000 cycles per year with three operators.

     

    00:11:17:21 - 00:11:49:15

    Dr. Alejandro Chavez-Badiola

    So to the point of our Joshua saying this is the only way to improve access and scale IVF to be performed capacity, we know that embryology is passionate about what they do. They're passionate about getting better, doing things better because they care about patients. I don't think of any embryologist that sign up to work for 2 or 4 hours preparing a dish.

     

    00:11:49:17 - 00:12:25:20

    Dr. Alejandro Chavez-Badiola

    They want to focus their attention, to work in an intellectual space that allows them to think how to get results better. So this is what the system is about. Eat is preparing dishes. It is preparing sperm. So the embryologist can work along with that and make it better and better. But that's what you saw. Of course I'm biased, but in a word, I think that what you saw is what the future of IVF is going to look like.

     

    00:12:25:22 - 00:12:46:15

    Griffin Jones

    Tell me a little bit about the role of the embryologist in this system, because the first room that we walked into, there were some screens. I believe you explained to me that if for whatever reason, the embryologist needed to take control of the machine, the embryologist is right there in the control room. Tell me about that.

     

    00:12:46:17 - 00:13:17:16

    Dr. Alejandro Chavez-Badiola

    So safety is priority for us. So we have very strict protocols and processes to make sure that the system is working, that we can identify when we need intervention. And we have trained people to run the proper interventions in the system like these. And I think that this is true for the foreseeable future. A human, the embryologist, the senior embryologist is the agent is responsible of what is happening.

     

    00:13:17:18 - 00:13:47:03

    Dr. Alejandro Chavez-Badiola

    They are assisted throughout so they can. In any case, let's say that they don't like the sperm that was selected by the system and immobilize. They can always request for another sperm to be selected. If for any reason which is highly unlikely. and we saw the paper from Colombia showing how automated this preparation is, ten times more consistent than than humans.

     

    00:13:47:08 - 00:14:18:04

    Dr. Alejandro Chavez-Badiola

    But even if this senior biologist doesn't like the dish that the system prepared, it can just as if it was if it were a junior biologist, ask it to repeat the dish. So what you were saying, we have different levels of of safety that are people that is in charge in the control room. Next to the lab, are able to overrule and take full control over the system digitally from the room next door.

     

    00:14:18:06 - 00:14:21:14

    Dr. Alejandro Chavez-Badiola

    So that's the first level of safety.

     

    00:14:21:16 - 00:14:33:14

    Griffin Jones

    Describe the key handler and how that works through the system and the built in. You witness thing that comes with that in the QR codes.

     

    00:14:33:16 - 00:15:02:23

    Dr. Alejandro Chavez-Badiola

    So as you know, there are different ways in which embryologist identifies samples. Because I think that the one thing for which we have zero margin for error in IVF is sample misidentification. So that's been a top priority for us. So again, when you go to labs they can use different systems tags with QR codes or RFID or writing with these diamond pens.

     

    00:15:02:23 - 00:15:35:05

    Dr. Alejandro Chavez-Badiola

    Then the information that is relevant to identify the samples, what we have done as part of our preparation system is that, the system automatically engraved with laser, the dish with the information that is relevant to the embryologist. And he also, imprints, QR code that is unique for that. These in such a way that the system always know where each sample is at any given time throughout the entire process.

     

    00:15:35:07 - 00:15:58:23

    Dr. Alejandro Chavez-Badiola

    Once that the dish is prepared and this is moved from one station to the next, the C handler, which is a system that is moving samples from one station to the next, is making sure that the right sample is there, and then before it access any station, it reads a QR code from the station, making sure that the right sample is entering the right station for the right procedure.

     

    00:15:59:01 - 00:16:04:14

    Dr. Alejandro Chavez-Badiola

    So that's top priority for us. Sample identification.

     

    00:16:04:15 - 00:16:14:05

    Griffin Jones

    Elen, how the heck did this all happen? What's the concept of the adjacent possible? Maybe explain the concept for those that are unfamiliar with it. But then how is it applied here?

     

    00:16:14:05 - 00:16:41:23

    Alan Murray

    sure adjacent possible for us means borrowing from other industries, standing on the shoulders of massive investment that have perfected individual things. Maybe it's better explained by looking at examples. So within the AR system, we have a many stations that use, image recognition technology, a form of the I. This did not exist ten years ago with the quality and velocity that we needed to run an IBM.

     

    00:16:42:01 - 00:17:05:11

    Alan Murray

    if we think about, IVF at its most core, we're building self-driving pipe that. So we borrowed A.I. systems where hundreds of thousands of guys are. We all see it today when we use ChatGPT V and other image generators, we see image recognitions and self-driving car that are trying to isolate basketballs or baby carriage or stop signs.

     

    00:17:05:13 - 00:17:37:21

    Alan Murray

    So the technology we're using to recognize cocks, eggs, embryos and position instruments around it comes directly from standing on that massive investment. when you saw the robots that were using these are industrial robots that didn't exist ten years ago. Robots that have been perfected to assemble things like an iPhone, they're cramming ever smaller components together, testing circuits that are getting smaller and smaller.

     

    00:17:37:23 - 00:17:56:00

    Alan Murray

    So we're using robots that come out of, the electronics assembly, industry. They're extremely precise. Some micron precise repeatability, high reliability that have been cycled, tested way beyond the needs.

     

    00:17:56:00 - 00:18:03:18

    Griffin Jones

    Of an IVF lab. When we look at that, tell me a little bit about that cycle testing. What when what went into that.

     

    00:18:03:20 - 00:18:28:12

    Alan Murray

    So when we think about the number of cycles, the different term that IVF cycles, of course, but the number of repeated motions a robot needs to make. So when we look at industrial scale stuff, it's doing assembly of iPhone ons. And to get in an iPhone factory, these things have to be doing high repeatedly for millions and millions of cycles without failure.

     

    00:18:28:14 - 00:18:59:07

    Alan Murray

    So how many cycles to failure are these things going? What environment are they being used in that if that factory gets shut down because that robot broke down, it's lots of dollars on the table. another area we've picked out is and looked deeply into is advanced optics. Today's IVF lab is using effectively the same microscopy with the same lenses, the same focusing mechanisms of 20 years ago.

     

    00:18:59:09 - 00:19:32:16

    Alan Murray

    But over the last, with AI systems combined with, you hear about lidar in cars, we're using effectively light our system to find eggs. So we've looked not just to use conventional microscopy, but let's build better models based on resolution of advanced microscopy that in some cases, more than 100 times the information that we get from a kind of a two dimensional view coming out of a simple inverted microscope.

     

    00:19:32:18 - 00:20:12:15

    Joshua Abram

    Data is not a good one. Allen, just said I mean, you asked about the adjacent possible, which is a theory of a of a, I named Stuart Kaufman, who's on the shortlist for the Nobel Prize. And, he, he describes adjacent as an important word in that. And it means that, innovation is only possible, when there are precedents around that empowering, Uber and Lyft were both established within 12 months of the introduction of an iPhone with a GPS and an App store.

     

    00:20:12:17 - 00:20:28:17

    Joshua Abram

    that was an adjacent, hospital. Steve Jobs didn't invent anything on the iPhone. He didn't invent the MP3 player. He didn't invent the phone itself. He didn't invent GPS. What am I missing out? all the all the great, all the great features of the iPhone.

     

    00:20:28:20 - 00:20:31:20

    Griffin Jones

    He didn't invent compasses. He didn't make an LCD.

     

    00:20:31:20 - 00:20:32:17

    Alan Murray

    Screens.

     

    00:20:32:19 - 00:20:33:15

    Griffin Jones

    And but but.

     

    00:20:33:15 - 00:21:06:21

    Joshua Abram

    He did what, one and exactly what Allen would say he did with one very, very senior lab leader who came here, said Allen. Describe what we had done. He said, what you guys have done is string the pearls. You've taken the best of innovation from around the world, in industry, in science and medicine, and all proven in their own field, backed by Bill and outset, backed by billions and billions of dollars of research and practice.

     

    00:21:06:23 - 00:21:23:10

    Joshua Abram

    And you strung the pearls and you may have made a beautiful necklace from things that were never contemplated to be together. But just like in the iPhone, once we assembled, everyone thought, wow, why didn't we do that before?

     

    00:21:23:12 - 00:21:44:03

    Griffin Jones

    I want to come back to maintenance and and talk about that and, and talk about the schedule and the different possibilities, because that was one of the categories the audience has been most interested in. But I think they've been even more interested in how are you going to commercialize this pretty necklace? they really want to know how it's going to be implemented.

     

    00:21:44:03 - 00:21:56:14

    Griffin Jones

    They want to know who's going to be buying it and, and, and how that's going to work. So I want to unpack this and get my head around it. Wants to tell me about the plan for taking the Or the market.

     

    00:21:56:14 - 00:22:26:16

    Joshua Abram

    And we'll have something to say on this. But let's start with with the simple facts. we've decided as a business model to bring the technology, to market in a lab as a service model. This is nothing new to advanced medicine. So Quest Diagnostics, a great company. Roughly a third of its revenue comes from operating labs and a service basis within great hospitals.

     

    00:22:26:18 - 00:22:55:03

    Joshua Abram

    and bringing the efficiency of quest experience and centralized function and all the rest. They do it better than any hospital to do it. So, lab is a service, and we are absorbing, the cost of installing the technology. it will be a collaboration between our people and, our clients people to run the the, machine in rough numbers.

     

    00:22:55:05 - 00:23:26:10

    Joshua Abram

    each or, will do about 2000 cycles a year and will require three people, an engineer who will be a member of our team, senior embryology is probably initially a member of our team, but increasingly involving, our partners and maybe even involving our partners. By the way, we are very collaborative by, my nature, and find me a lab technician, who will probably be supplied by our partner.

     

    00:23:26:11 - 00:23:47:05

    Joshua Abram

    So lab is a service is the first thing to understand about this. Not new. Widely used in medicine. Lots of benefits for, our clients. Reduced CapEx. We're always there to, guarantee the success. Nology on and on and on.

     

    00:23:47:07 - 00:24:10:08

    Griffin Jones

    And some doctors do that. Now. They all use one person's lab. And in larger cities you might have someone that has a lab, and then you have four doctors that each use that lab, and they've got a boutique practice. And so I could see how you could really scale that lab as a service. Will you start there? Will you do you think you'll work first with some of the large fertility clinic networks that be on.

     

    00:24:10:08 - 00:24:44:17

    Joshua Abram

    Premise at first? So we'll be on premise with our partners. And I think, as you started, the podcast by saying, we've been blessed to have a who's who, innovators and leaders from both the commercial side, the C-suite and the science side. The lab leaders come down, and spend time with us here often a day or two, really digging into what we're doing, the business model and the, the science and the response to that.

     

    00:24:44:17 - 00:25:04:20

    Joshua Abram

    And just incredibly gratifying. I think people see the logic of what we were doing, how it's going to help them in their business. I was going to help patients, and it's how it's going to help the field. address what you described as a tragedy, what we think of as finding the missing on to demand.

     

    00:25:04:22 - 00:25:26:11

    Griffin Jones

    Some of the questions have been about who's going to want to have a whole bunch of equipment and these big machines, these big, expensive machines installed in their IVF lab and have to move things around and have to incorporate all of this? Well, next to me, I have the guy that's done it.

     

    00:25:26:13 - 00:25:53:09

    Dr. Alejandro Chavez-Badiola

    So me, I am the first one to do that thing that, you know, IVF doctors and biologists, we always have patients as our top priority. Patients interests are our interests and we want to make sure that we're offering the best medicine possible. So if we have a system that is consistently every cycle performing at its best, why wouldn't you want to have this system?

     

    00:25:53:11 - 00:26:21:05

    Dr. Alejandro Chavez-Badiola

    So I think that. For me, the decision was very easy. I've been in this field for two decades now. This clinic has been in Mexico for 15 years. I built a reputation which is very hard to build, and I needed to make sure that the system was ready to treat patients, at least to the level that I'm used to treating patients.

     

    00:26:21:07 - 00:26:48:09

    Dr. Alejandro Chavez-Badiola

    And then with the first results we have from our first IAB study, I mean, it's like, wow. I mean, the question is why was not why not is the question for me was, how soon can we get so I know that for embryology, for existing clinics, there will be a lot of questions. And how we implemented, how we adopted, how do we learn.

     

    00:26:48:11 - 00:27:18:14

    Dr. Alejandro Chavez-Badiola

    And that's one of the reasons why we're operating, the, our system ourselves. We want to walk hand in hand with our partners so they can learn how to use it. We want to make sure that we keep top service, top trained people, to make sure that they want they have results that can match results from 5% of the top best clinics in the world.

     

    00:27:18:16 - 00:27:43:06

    Dr. Alejandro Chavez-Badiola

    So just think about this. An embryologist, as a clinic owner, whether you are just opening a new clinic, planning to expand or planning to improve the results you're offering to patients, imagine I knock on your door and I tell you they want. I can offer you results that can compete with the top 5% clinics in the world. Would you take me on board.

     

    00:27:43:08 - 00:27:48:00

    Griffin Jones

    If I saw a whole lot of evidence that said so?

     

    00:27:48:02 - 00:28:11:08

    Dr. Alejandro Chavez-Badiola

    We're working on that. We are having. I mean, the first IAB study is showing that we were there. These were prototypes. And of course, with this, study that the pilot that we just launched here in Mexico City is one of the objectives that we can show that the results that we had last year can be scaled at larger, with a larger number of patients.

     

    00:28:11:10 - 00:28:13:10

    Dr. Alejandro Chavez-Badiola

    Yeah. We don't have the data.

     

    00:28:13:12 - 00:28:31:17

    Griffin Jones

    How do you think you might counsel them on change management? What challenges did your own team have you? I think you took part of your andrology lab and part of your conventional Ed, but you still have your andrology lab and you still have your conventional lab, and you're able to fit Ora in there. What challenges did your team have?

     

    00:28:31:17 - 00:28:40:20

    Griffin Jones

    How do you think you might counsel these folks that start to take on Ora in the United States in 2026, and this change management?

     

    00:28:40:22 - 00:29:11:21

    Dr. Alejandro Chavez-Badiola

    So the first step that I think that made or helped make things as fluent as possible was incorporating the team stands at the Andrology team and biologists, to work with Alda before the system was installed. Then before we started running patients, we ran drills for safety. So when we had the first patient, all the lab team, then nurses that doctors were already familiar with the system.

     

    00:29:11:23 - 00:29:39:20

    Dr. Alejandro Chavez-Badiola

    So this collaboration, this communication is critical, is crucial. As you were saying, yes, we had to make modifications because our lab was not. In this clinic has has been here for 11 years. I didn't even dream about the existence of this technology ten years ago. As Josh was saying, the technology was not there, not even to to imagine this.

     

    00:29:39:22 - 00:30:09:01

    Dr. Alejandro Chavez-Badiola

    So it was very easy to accommodate again, because of the layout. We still have some space constraints, but again, this is the first automated lab in the world. And the idea is that we're learning a lot with intention to make the transition way more, fluent for our future partners. And the conversations that we've had so far have been very positive.

     

    00:30:09:03 - 00:30:13:04

    Dr. Alejandro Chavez-Badiola

    They see this base, they have an idea about what they need.

     

    00:30:13:06 - 00:30:46:00

    Joshua Abram

    And yeah, I think I mean, to your point, I look, change management is always an issue. And, addressing the concerns and the needs and the ambitions of our partners is paramount. But I think one thing is to point out, particularly to the science and biology side, that we are bringing tools to them that simply could have been dreamed of, three years ago that, our, chief science officer, abused one of their own.

     

    00:30:46:00 - 00:31:11:04

    Joshua Abram

    Jack Cowan. We started talking about the Nobel Prize. was, Jack, of course, was the, person, the young man, in his lab, who Edwards had enormous confidence in and turned to Jack and said, Jack, in this science experiment, I've created you clinical medicine. Of course, Jack has been in the forefront of doing that ever since innovating.

     

    00:31:11:06 - 00:31:53:08

    Joshua Abram

    throughout, associated with many of the key developments, whether it's Icsi or of education, either. Is it a mentor or the advocate practitioner? So we are automating many of the steps that Jack and other leading embryologist created, but want to make. And, what we're really doing at the end of the day is providing embryologist. The job I'd be says, is trained us to think a single cell surgeons your job lectures us and says you are not to think about the demands of this field as anything other than surgery.

     

    00:31:53:08 - 00:32:39:20

    Joshua Abram

    These are single cell surgeons under enormous pressure, and they need the same tools that great surgeons have in other parts of medicine. And what the da Vinci robot, for instance, has done to, surgery, the kind or conceivable is going to do, for IBM. We are the da Vinci robot of IVF, putting the tools needed by these brilliant single cell surgeons in their hands for the first time, and relieving them of a lot of the pressure, that goes in running lab and operating the lab and letting them focus on the key decisions that now our I was started by talking about in person the loop at all times that

     

    00:32:39:20 - 00:32:54:18

    Joshua Abram

    only an embryologist to make. so a lot of change management is making clear how we are empowered with the latest technology, but none of us could have dreamed of just a few years ago.

     

    00:32:54:20 - 00:33:24:06

    Dr. Alejandro Chavez-Badiola

    I think that this is a very good point. any embryologist that, walk into our lab and look at the hybrid system working, they wouldn't be surprised with what the system is doing. We're not inventing new processes. We are following the processes that have been proven for decades with millions of treatments and liberties. The only thing that we have done is we have automated these steps.

     

    00:33:24:08 - 00:34:03:14

    Dr. Alejandro Chavez-Badiola

    Everyone will recognize the dishes that we're using, the pipettes, the Icsi needles and the protocols that we're following. So there are no surprises there. There's no magic, which is automating and increasing the precision, the accuracy of these processes. so again, no surprises. The other thing that, I forgot to mention in taking again, the example of the of the Da Vinci problem, if you have a recently graduated ObGyn wanting to work in operate, we did the robot.

     

    00:34:03:16 - 00:34:34:15

    Dr. Alejandro Chavez-Badiola

    They wouldn't be able to do it. They would be able to recognize everything the same technique, the same equipment that they would use in laparoscopy, but they would need to get special training. And after that, there is no turning back as a doctor or as a patient. And as an example, if I had a need for prosthetic surgery, I wouldn't go to a doctor that is not going to operate me with the robot just because of the precision.

     

    00:34:34:17 - 00:34:43:04

    Dr. Alejandro Chavez-Badiola

    And yes, that doctor had to undergo extra training to improve the quality of of medicine that he's practicing.

     

    00:34:43:06 - 00:34:50:22

    Joshua Abram

    90% of prostate surgeries in America for 90% of patients demanded doctors money.

     

    00:34:51:00 - 00:35:14:21

    Alan Murray

    I was going to have the, I think 100% of our visitors who are in clinical operations are here. They're looking at ways to grow their business. They're looking at ways to grow their business. In some cases where we how do we double in the next five years? How do we provide more points of care? What is the technology and tools that need to be baked into our disruptive business models?

     

    00:35:14:23 - 00:35:48:18

    Alan Murray

    So it's not been about growth and pulling costs down. Cost per maybe laboratory efficiency, ability to generate more embryos with fewer eggs. So our conversations haven't been so much about retrofitting an existing laboratory environment, but what does the future look like? How do we grow? How do we integrate increased enterprise value to our networks? How are we on the on the forefront of technology to recruit more patients?

     

    00:35:48:20 - 00:36:15:17

    Alan Murray

    So it hasn't been so much about within the lab and how to change a current lab. It's been how do we grow our network aggressively? We are chasing we all agree that 80% of patients in the United States, 95% worldwide, are not getting treated. That's our opportunity. And so Josh left it off when you said that missing opportunity is also commercial opportunity.

     

    00:36:15:19 - 00:36:43:06

    Alan Murray

    That's a total focus of our conversation is what's next. How did they take advantage of this new technology? Yeah I think this this conversation we're talking a lot about change management, as though our target was to retrofit current labs into an oral system. with the visitors we've had down almost all, all of them are looking at how do we grow and expand our network.

     

    00:36:43:08 - 00:36:49:05

    Alan Murray

    We have aggressive growth plans. You know, smaller growth patterns is how do we double in the next five years?

     

    00:36:49:05 - 00:37:15:00

    Alan Murray

    There's a huge untapped market. We're only servicing 20% of the population need in the United States. What new business models can we come up with to expand together using this new technology? We need things that are enterprise scale that can grow with us at the pace we want to grow and bring quality levels.

     

    00:37:15:02 - 00:37:39:06

    Alan Murray

    how many, you know, our time to pregnancy down our success rates per cycle? all of that comes through automation. So it's been much less about change management in the existing lab, but changing the vision for the future of how IVF can be delivered to service at population scale to get more of that 80% that's unserved.

     

    00:37:39:08 - 00:37:43:12

    Alan Murray

    And that's where Ora fits in as a key part of those strategies.

     

    00:37:43:14 - 00:38:05:18

    Griffin Jones

    How do you do that without driving up costs? Earlier, you gave the examples of smartphones, which are among the best example of how you had a very primitive technology that broke phone that was several thousands upon thousands of dollars, couldn't be afforded by the average consumer. And now people can buy a supercomputer for a few hundred dollars. And almost everyone on the planet has worked.

     

    00:38:05:18 - 00:38:30:09

    Griffin Jones

    So that's an example of where scale has really brought costs down. But there have been other things in in education and health care where, oh, now we have online education so that you bring the cost of college tuition down. And yet college tuition skyrockets. How do you make sure that you're able to make costs go down when some doctors think there's there's nothing that will make costs go down.

     

    00:38:30:09 - 00:38:40:06

    Griffin Jones

    Costs will just keep going up. And this is this might improve quality and it might improve, capacity. But but how do you make costs.

     

    00:38:40:11 - 00:39:03:09

    Alan Murray

    So let's turn it let's turn it to consumer demand. And they're looking at cost per baby. So we can talk about cost per cycle, cost per lab flow. But the end point here is cost for baby. In the US we're averaging about $75,000. Is the out of pocket cost to have a baby. That's two two and a half cycles.

     

    00:39:03:11 - 00:39:26:12

    Alan Murray

    And of course, you know, that varies by age and other, issues. But $75,000 is twice the take home pay of the average American. It's an impossible thing to enter the market. Biggest lever we have to pull costs down out of IVF is to pull down the number of cycles. Let's take two cycles, make it one and a half for that demographic.

     

    00:39:26:12 - 00:39:53:13

    Alan Murray

    Let's take two cycles. Let's make it one cycle. And the laboratory is the key driver for that. How many eggs come in to how many usable blastocyst go out? How many shots on goal do we have a transfer? If we take and we stack up the principle of IRA and we map it toward the Vienna consensus, we are mapping to be at the very top.

     

    00:39:53:13 - 00:40:21:13

    Alan Murray

    The aspirational levels of DNA consensus and continue to improve from there. The average lab in the United States is producing two usable blastocysts for every ten eggs that come into the laboratory. Can we take that from two usable blast per cycle to four usable Blast per cycle? That is our vision, and that's directly mapping to that over the coming years.

     

    00:40:21:15 - 00:40:45:09

    Joshua Abram

    And that ties back into at 100 point earlier in that, with automation and what we're seeing, given our very early tests, that we can be at the very top and share with our partners a lab at day in, day out through automation is at the very top of the pyramid. Consensus. The top 5% and a lab in the top 5% performing day in and day out.

     

    00:40:45:09 - 00:41:03:16

    Joshua Abram

    And that will gets us to the kinds of ratios that Allen has described. Human beings have done this on good days. It's not impossible. But what we haven't been able to do is replicate it day in and day out and just scale. That's the power of automation, and that's how we're going to reduce costs.

     

    00:41:03:23 - 00:41:29:03

    Griffin Jones

    You mentioned that very rough numbers and or and do 2000 IVF cycles with three technicians, embryologist for those that might be thinking, well, that has to be more expensive than the number of embryology, I don't know if it's ten or 12 or 15 that would normally to to take to do or even more. I don't know what the number is to do 2000 cycles.

     

    00:41:29:05 - 00:41:40:05

    Griffin Jones

    They think that the technology must be more expensive than that. How does the and what volume does or makes sense

     

    00:41:40:08 - 00:42:10:12

    Alan Murray

    We are looking at it in large scale opportunities. or makes sense at some threshold over a thousand cycles per year. the economics and cost per embryo produced goes down the higher that throughput number is. So we can take one or line, we can amp it up. We don't have to operate eight hours a day like a normal lab, or it can operate 16 hours much easier.

     

    00:42:10:14 - 00:42:40:15

    Alan Murray

    so it's easier to double shift an instrument. We talk about a team. One team can operate two or a line simultaneously. So we can increase capacity there. So we can pull labor costs down. We're pulling CapEx down. We're pulling the price of consumables down. Just like all large scale manufacturing or the higher the scale, the lower the price.

     

    00:42:40:15 - 00:43:12:16

    Dr. Alejandro Chavez-Badiola

    thinking, as the owner of an IVF clinic that is expanding, that's pretty much a dream come true. I don't have to put down money to buy new equipment, which is part of the highest expenses in IVF. I don't have to worry about the leasing costs. It is conceivable is putting the machine in my lab now, we were talking about the complications or the challenges of adopting out of system.

     

    00:43:12:17 - 00:43:44:21

    Dr. Alejandro Chavez-Badiola

    This is the first one, and there's a lot of redundancy, but the system is capable to stand on itself. Each unit, which some unit has all the air filtration to guarantee top quality of air, even if you are in an unprepared room. We have ups at every single station for backup. You don't need to invest in extra ups for it for your system.

     

    00:43:44:21 - 00:44:15:20

    Dr. Alejandro Chavez-Badiola

    So again, I don't have to worry about that. I don't have to worry about if I if I'm planning to double the number of cycles over the next 12 months, I don't have to worry about hiring new embryologist. How many more? 1015? 20 when there are no embryologist, I don't have to worry about making sure that the results from this new expanded lab are up to the level of the results that I had yesterday.

     

    00:44:15:20 - 00:44:29:06

    Dr. Alejandro Chavez-Badiola

    I know that day one I'm going to have at least the same, if not even better, results than the ones that I had yesterday. So expansion is easier in that sense.

     

    00:44:29:08 - 00:44:39:21

    Griffin Jones

    How will or how might or, take the average lab from two usable blasts to 40 blasts?

     

    00:44:39:23 - 00:45:16:04

    Dr. Alejandro Chavez-Badiola

    Let's start with this preparation. And I mentioned something about this earlier on. There's a paper from, Columbia showing how improved automated these preparation can improve than 11%. The number of usable blastocysts for a then next step, you need to prepare sperm. With our system, we have reduced DNA from station. We are using a system that is centrifuge free, so that in itself has a potential to improve.

     

    00:45:16:06 - 00:45:46:17

    Dr. Alejandro Chavez-Badiola

    But if we take it one step further, we're not now selecting sperm based on how I feel the sperm is looking, whether I think that he's moving good or not, whether I think that the morphologies of the or not. Now we're selecting the best sperm based on a quantitative analysis and the results that we've shown. And we have the bodies, we can improve last generation by about 15% just by improving sperm selection.

     

    00:45:46:19 - 00:46:18:20

    Dr. Alejandro Chavez-Badiola

    Now taking another example, PSA is not used in in Western countries because of many different reasons. The complexity of setting up the system to concerns about dumping fluid. But the papers coming out from Japan and now Australia show improved results. With the use of PSA. Fewer eggs get generated, higher rates of normal fertilization. Now, with the precision of the robots, we don't need a dumping fleet.

     

    00:46:18:22 - 00:46:47:17

    Dr. Alejandro Chavez-Badiola

    We don't need specialized bipeds for PSA. We use conventional needles, and the level of precision means that we just need one PSA movement to break the axis and bring down dramatically the percentage of degenerated eggs through XY. And with this increase, the proportion of eggs that get normal fertilization. And I think the idea is at each system, each step is doing this again vitrification.

     

    00:46:47:19 - 00:47:27:07

    Dr. Alejandro Chavez-Badiola

    Another example, the modifications that we've done that automated vitrification system allows to 55 up at 30 times 40 times faster than manual beautification using the same protocols, just standardizing what we're doing and including some, improvements. So if you add all these and you do these consistently, then you can easily explain how can we get from two blastocyst recycle to four again, you have an embryologist.

     

    00:47:27:08 - 00:47:53:21

    Dr. Alejandro Chavez-Badiola

    Your best immunologist is not going to have the same fertilization and blast formation rates every day. It's not going to get the same places formation rates from different cycles throughout the day. We have variations within our practitioners in this clinic. I have another clinic in Valhalla. There are variations between the clinics and we have our patients month after month.

     

    00:47:53:23 - 00:47:55:15

    Dr. Alejandro Chavez-Badiola

    How can we start to dissect?

     

    00:47:55:17 - 00:48:34:10

    Joshua Abram

    We had one major lab. They could come here and say, look guys, I am convinced, I think you would good for results. Having heard Alejandro go through the data on improvements in each one of these steps. But then he said, it's for God's sakes, if you could just normalize within my own network performance because on some key indexes and he cited two American cities, and the, the benchmark for fertilization to be key and the, the success rate at one clinic was an 82 wedding, 3%.

     

    00:48:34:12 - 00:48:39:01

    Joshua Abram

    And at another clinic, also in the United States, it was 50.

     

    00:48:39:03 - 00:48:40:06

    Dr. Alejandro Chavez-Badiola

    Just over 50.

     

    00:48:40:06 - 00:49:08:16

    Joshua Abram

    So it was a 50% swing. But this is a great operator. And the same protocols, the same, technology, the same good intention, the same training. And on a month to month basis, they're just seeing these kind of swings. I mean, it's the devil in the system. And it goes back to the point that I think Clovis made that is very difficult to scale this manual, artisanal analog system.

     

    00:49:08:18 - 00:49:16:19

    Joshua Abram

    This is the job of automation. And to put it at the top of the beginning, consensus every single day of the week.

     

    00:49:16:21 - 00:49:40:22

    Griffin Jones

    I'm glad you had to do a question about the answer protocol two, but that was a question from our audience, from Simon Lumsden, who wanted to we wanted that question answered. So thank you for answering that. Speaking of swings, Alan, you got me thinking about swings in costs, and I know you're still doing some research into this, but you got me thinking that the the term IVF cycle is a really general blanket term.

     

    00:49:41:01 - 00:50:01:06

    Griffin Jones

    You know, anything with a retrieval, any time an egg is retrieved, that's an IVF cycle. But sometimes you might retrieve it eggs, sometimes you might retrieve 21 eggs. And you could you could have big swings in the number of eggs that are retrieved and therefore the the amount of embryology work. How are you thinking about this?

     

    00:50:01:07 - 00:50:28:08

    Alan Murray

    I think in helping our partners understand their cost basis. We've done something with, twin brothers. Close the paper very soon. We're in the final publication of something called an activity based costing of an IVF lab. You know, it's basic. Think about putting a stopwatch on an embryologist, looking at what they're doing, looking at what they consume. so when we talk about a cycle, we talk about some kind of a generic cycle.

     

    00:50:28:10 - 00:50:56:13

    Alan Murray

    I don't know what it is anymore. what's coming into the laboratories? Our demands for an IVF are UI preparation. It's a work order coming into the laboratory. Now, their work order comes in. We're going to do egg preservation for a patient. So. And we looking throughout this roughly seven different definitions of work orders that are coming in the lab from an AI UI to prepping for an embryo transfer.

     

    00:50:56:15 - 00:51:17:18

    Alan Murray

    So as in this body of research, we've looked at the cost associated with each of those work orders or procedures that are coming into a laboratory. and we start looking at swings on it, number of eggs for, call it a standard cycle in the US that might include,

     

    00:51:17:18 - 00:51:29:07

    Alan Murray

    patient gametes going through an XY cycle with a biopsy and then freezing all the, resulting embryos.

     

    00:51:29:09 - 00:51:53:22

    Alan Murray

    I mean, look at the cost swing if it was a lower stem or lower response, and we saw ten eggs come in a lamb versus a high responder or a high stem protocol, it's all 30 eggs coming in. The cost of a cycle varies by more than 60%, just on the number of eggs per cycle. We look at, the time of day utilization.

     

    00:51:54:00 - 00:52:18:11

    Alan Murray

    How well balanced is the workload on the daily basis? Some days the embryology team is just crammed or the andrology team is quiet. Other days they've got some time to breathe and catch up, so they're not operating at peak times. We look at clinics that are large and have scale. Labor doesn't move that much. Labor overhead of supervision stays constant and can be spread.

     

    00:52:18:11 - 00:52:49:08

    Alan Murray

    So there's some economies of scale on labor. They've got more purchasing authority on supplies. so defining the cost of the cycle is more complex than just thinking about the rules of thumb. we needed this work so we could understand. So we're doing simulations on the throughput capacity for an Or system, and it's really, dumbed down to say it does 2000 cycles a year.

     

    00:52:49:09 - 00:52:56:01

    Alan Murray

    It's doing close to the 4000 work orders that come into a laboratory every year.

     

    00:52:56:03 - 00:53:17:22

    Dr. Alejandro Chavez-Badiola

    So, I'm going to try to answer as a doctor every time. And again, I have plenty of experience every time that I face a patient. And I have to make a decision about when is the best time to trigger, whether I push a bit more to get a few more follicles to mature, and trying to get a few more eggs or not.

     

    00:53:18:00 - 00:53:59:04

    Dr. Alejandro Chavez-Badiola

    I think that I am doing the best to get the best. But then how do you define the best time when we don't have the technology just want to make sure that they fertilize and that they make embryos. And that's how we assess equality. Now imagine what we can do with a system that standardizes everything, how we'll be able to learn a lot about whether one particular protocol is working better for one set of patients, whether triggering with one medication or another is better for certain group of patients because your patient endometriosis patient older patient younger patient.

     

    00:53:59:05 - 00:54:26:18

    Dr. Alejandro Chavez-Badiola

    So I can start personalizing these key decisions. The other important thing is that right now, we're only as good as the quality of the gametes that we're working with. So the key in the lab is making sure that we're giving each of these gametes the best opportunity. And the bottleneck is eggs. Now, right now in the lab, because of the way in which we work, we treat eggs as batches.

     

    00:54:26:20 - 00:54:53:00

    Dr. Alejandro Chavez-Badiola

    So I collect the eggs, put them in the incubator for a couple of hours, let's say. Then we go for XY. I will do need all the eggs one 1012 eggs at once. And if they were not ready. So then I will inject every year with a polar body. That doesn't mean that the cytoplasm was mature. It's an indirect measure telling me that they could be ready.

     

    00:54:53:02 - 00:55:30:12

    Dr. Alejandro Chavez-Badiola

    Why then do I the new the different times? Why don't we inject at different times? Because we don't have that capacity. We can't have our embryologist occupying stations at different times and then bringing Rd. I mean, they're busy with the next case with the technology that we have implemented without anything like modern microscopy, we can actually evaluate the presence of a polar body before denuding the egg so we can stop treating eggs as batches.

     

    00:55:30:14 - 00:55:55:05

    Dr. Alejandro Chavez-Badiola

    We can define which hacks can be the new now, which other eggs should keep. It should be kept in the incubator before then, using to give them a better chance for hydration. We can actually identify this. We need to decide when is the best time to inject, and those that don't show this being at the right time can be it could be injected later.

     

    00:55:55:06 - 00:56:24:08

    Dr. Alejandro Chavez-Badiola

    So this level of individualization in the decision process can transform what we're doing into giving each egg the best opportunity to become an embryo, which could make the difference for a patient between having a baby or not. And these can only happen throughout the nation. Or unless you duplicate the number of embryologist and the workstations that you have on European.

     

    00:56:24:10 - 00:56:47:13

    Griffin Jones

    Machines, don't have the variants that humans do. Machines can work. Double shift machines don't call in sick. Machines don't bump into each other in the lab. Crossing back and forth. But machines break. We were yesterday doing a LinkedIn live in my freaking microphone that I use for every podcast. Just doesn't work for LinkedIn live. But we did the test at home.

     

    00:56:47:13 - 00:57:14:21

    Griffin Jones

    I come here with stupid microphones not working. That has been among the biggest worry that people have with any technology. And certainly here is what is maintenance look like? What happens if we have Doctor Emily Thacker ask some questions about what maintenance looks like? Of course, Steve Rooks has more very specific questions about median time to repair and median time between failure.

     

    00:57:14:23 - 00:57:21:07

    Griffin Jones

    What's maintenance look like? How frequently do errors happen? What happens when they do? What are the proactive measures?

     

    00:57:21:08 - 00:57:44:15

    Dr. Alejandro Chavez-Badiola

    I'll let Alan answer this one, but I just want to give an example. I think that is about that how flexible you are with mistakes. How what is your threshold? A few months ago I saw that that,

     

    00:57:44:17 - 00:57:47:11

    Dr. Alejandro Chavez-Badiola

    How do you deal with pilots after their instrument?

     

    00:57:47:11 - 00:57:48:14

    Joshua Abram

    Cockpit? Dashboard? Cockpit?

     

    00:57:48:14 - 00:58:24:09

    Dr. Alejandro Chavez-Badiola

    Yes. And I haven't seen these for decades. I remember when I was a kid and these were open or were analog instruments. This time, for the first time ever, 100% digital. When I flight transatlantic our flights, I know that the pilots are not behind the wheel. During the 12 hour flight, I know that is how the pilot. It's just that the aeronautic industry has practically zero margin for error.

     

    00:58:24:11 - 00:58:49:15

    Dr. Alejandro Chavez-Badiola

    So where are we? And that's the key. And we're dead and in. And I will be able to tell you more about the team that we have dedicated to quality control and quality assurance and to my maintenance and all these. But that's the key. What's how tolerance for error. And we know that in medicine is or should be zero.

     

    00:58:49:17 - 00:59:15:14

    Alan Murray

    Yeah. Look up. and I think we begin with culture and we totally recognize the need for high reliability laboratory that is you know, it's it's table stakes for us. So from culture led to our recruiting philosophy. We have a team of incredible engineers and we can think of roughly half of them are come from an R&D world.

     

    00:59:15:16 - 00:59:50:19

    Alan Murray

    Experimental mechatronics, experimental optical physics, coders, AI people all very experimental. Move fast. Let's get things done. Other half of the team comes out of the automotive industry. The quality control programs in automobile component manufacturer are so far beyond anything we've ever seen. Close to the IVF community. So the guys we brought in out of suppliers to the automotive industry, who were responsible for bringing products to market that drive cars.

     

    00:59:50:21 - 00:59:52:10

    Joshua Abram

    Autonomous driving.

     

    00:59:52:12 - 01:00:23:01

    Alan Murray

    Including autonomous driving, the guys that are making the lidar systems that have to work every time that are doing the controllers. For power, speed, engine management, all of these things. And in that culture, it has to work. They are supplying to BMW, Chrysler, Ford, Hyundai, big wide. These corporations are putting out millions of cars that are that have passengers inside of them.

     

    01:00:23:03 - 01:00:57:00

    Alan Murray

    Anything goes wrong. There's a huge problem. So we've got recalls which bankrupt companies. So what we come from is a culture of validation, verification, design, organizational flow that goes all the way through testing. And you mentioned Steve Brooks. Meantime, the failure testing for a component going into a car is 100 million times or more. So before they release full production, they do a limited run and run.

     

    01:00:57:00 - 01:01:31:05

    Alan Murray

    These things. So that's the culture of our team that transcends down to then what do our suppliers are doing? Are they under this rigorous quality program? so we've looked at our supply chain training and we're looking for quality suppliers. So when I mentioned our robots came out of electronics manufacturing, we're going to robot manufacturer that are making a thousand a month or 100,000 a year robotic components and selling them into lines that are doing assembly of electronics.

     

    01:01:31:05 - 01:02:02:16

    Alan Murray

    And that line goes down. They're losing million dollars a minute. So it's not the human cost, but there's an economic cost. So have looked for rigid quality control suppliers and everything from our optical movement to our optical component to our robots, to our linear motion devices, to our micro robots, to our anti vibration tables that are all being sold at scale into environments that are 100 to 1000 times more demanding every day.

     

    01:02:02:18 - 01:02:05:06

    Alan Murray

    Than running 12 human cycles through a lab.

     

    01:02:05:06 - 01:02:15:15

    Griffin Jones

    mentioned, it can vary so much between clinics. What will it be for it? Will there be remote monitoring? And will someone come on site to inspect every three months, or what will routine.

     

    01:02:15:15 - 01:02:22:06

    Alan Murray

    You know, so we're starting it ourselves. So we have an on staff engineer. behind that engineer is a team.

     

    01:02:22:11 - 01:02:23:14

    Joshua Abram

    Every hour of operation.

     

    01:02:23:17 - 01:02:26:14

    Alan Murray

    Every hour of operation. And this is a,

     

    01:02:27:17 - 01:03:05:11

    Alan Murray

    Embryo engineer cross-trained in embryology. They know our systems. They know how to swap out robots or robotic components. They know the service and maintenance schedules. We've got a QMS department that's actively, developing very detailed maintenance, whether it's, daily, weekly, monthly program or annual program for each component. so the systems are coming live today that, both predictive maintenance, because we know from our optics whether a robot is is hitting as precision every time.

     

    01:03:05:13 - 01:03:15:11

    Alan Murray

    So we've got early indicators, through the digital components. And then we have, of course, very rigid schedule maintenance procedures.

     

    01:03:15:13 - 01:03:45:00

    Griffin Jones

    We talked about how increasing the number of usable blasts and decreasing the cost for manpower, they reduce the cost for IVF and certainly cost for baby. so I think we answered most of Mark Evans question, but he wondered about a regression model that correlates to to price in the patient adoption of IVF. So I wondered, do you have any way of how will you be thinking about this a year or two from now to see, did we actually bring cost down?

     

    01:03:45:04 - 01:04:19:15

    Joshua Abram

    I would start with a landmark paper by David Adamson, through his organization, A command, which was published a couple of years ago. it's the only, W.H.O. affiliated NGO, econometrics, economists involved, the paper physicians involved in the paper. And they documented that for every, point reduction, in cost against disposable income, it was a 3.2, 3.3 increase in utility of the service.

     

    01:04:19:17 - 01:04:55:21

    Joshua Abram

    So we've actually mapped this out. But and I would not scope the figures here, but I'm happy to supply the data, which was interesting that as the cost of IVF begins to drop, there is more leverage in pricing than in almost any other field that we have seen. I mean, this is a credibly price I field field and the big opportunities over time in the future, we think with providing high quality IVF at scale and undoubtedly many innovators are going to choose models that are less expensive.

     

    01:04:55:21 - 01:05:13:05

    Joshua Abram

    I mean, it's just inevitable our innovation will beget other innovations. so I think there's a very, very fair path between, automation, the ability to innovate across the field, but particularly on price. If that's what you want to do.

     

    01:05:13:07 - 01:05:26:23

    Griffin Jones

    People will be thinking, good luck getting FDA approval, but you've gone a route where they have everything that touches the embryo is already FDA approved. Tell me why that's important. Tell me more about that.

     

    01:05:27:01 - 01:05:52:02

    Alan Murray

    So let me jump in. I mean, it's, our governing body, as we come into the US, will actually they'll be doing inspections here as cap college American pathologist. So we've engaged with them. They've been down here, started looking at our systems. And how do we make protocols or clear lab protocols here. And using their international program, which is a mirror of the US program.

     

    01:05:52:04 - 01:05:56:02

    Alan Murray

    we're working with Cap, which is the gold standard of laboratory.

     

    01:05:56:02 - 01:06:07:14

    Alan Murray

    certification and inspection. we have components which are going to go through an FDA 510 K if that's a piece of it. So we have a few elements that will be going through an FDA 510 K.

     

    01:06:07:14 - 01:06:36:07

    Alan Murray

    And then as you started the conversation, we have built for a version one to use petri dishes coming out of IVF, general suppliers. So they've gone to FDA. We're using media produced and commonly used throughout U.S labs. Our micro tools. We've adapted the robots to use existing micro tools to everything that's happening within the dish, or 1 or 2 degrees away from a cell.

     

    01:06:36:08 - 01:06:39:11

    Alan Murray

    Are FDA cleared components.

     

    01:06:39:13 - 01:07:17:03

    Dr. Alejandro Chavez-Badiola

    Imagine you hire me as a consultant. You wouldn't because I am a doctor, not an embryologist. Can you imagine? You hire me as a consultant to design and equip your new IVF lab. I will choose the equipment that I think that is the best. I will lay the equipment down based on whatever I think is most efficient. And nobody's going to come and assess the equipment that I have that I selected, or the layout.

     

    01:07:17:05 - 01:07:51:00

    Dr. Alejandro Chavez-Badiola

    Would, cap is going to come into maturity is that everything is working according to protocols and all the things that we're meeting. So what we're doing is that we're equipping, designing, equipping IVF labs with 21st century technology. And the protocols, again, are the same protocols that have been that have demonstrated safety and results with media inside of libraries.

     

    01:07:51:02 - 01:08:02:16

    Dr. Alejandro Chavez-Badiola

    So this is where we are. The other thing again is it makes a difference, is that we are not selling the equipment we own and operate, that we're assisting.

     

    01:08:02:18 - 01:08:12:12

    Griffin Jones

    I'd like each of your thoughts on this, but you said there's never been a better time to be an embryologist. Would you be better at.

     

    01:08:12:14 - 01:08:43:15

    Joshua Abram

    look, I think the market demand is extraordinary. as we said before, if you take the sort of boring banker, analysis of demand by 2034, we're going to be doing globally 6.5 million cycles. if you, take the SRM approach, and think about what represents, true consumer demand, 12 million, babies are waiting to be born annually just for fertility.

     

    01:08:43:17 - 01:09:15:16

    Joshua Abram

    20 million. If we include things like, making miscarriage and other valuable uses for IVF, that's if they don't happen. It's too expensive and too hard to access. So I think be hard to find whether you are a clinician of any kind or a businessperson of any kind. Involvement. Yeah. I think it'd be hard to imagine a more golden moment to be involved in the field, but, people at the front lines are better remain, and biologists are treasure single cell surgeons.

     

    01:09:15:18 - 01:09:46:00

    Joshua Abram

    And, we are going to give them as many, intervention robots as they need to meet this demand. And I think together, we've got to march into a future where, you know, we're not giving birth to 1 million children, per year or 10 million to over 40 years. We're doing, providing meeting to demand for 10 to 12 million children every single year.

     

    01:09:46:02 - 01:10:28:21

    Joshua Abram

    I mean, it's just self-evident that there's never been a better time to be an embryologist. It's not. Is it more, is going to eliminate the need for embryologist. We are embracing embryology. So we're going to need embryologist involved in every single station. I think the only thing embryologist, should be worried about. and I don't know any Brighton biologist you feel this way is, what happens if I don't train, if I don't change, if I don't embrace innovation, what happens if I'm the person in my office who said no, lambs and chat GTP and having them integrated into my business life is not for me.

     

    01:10:29:02 - 01:10:53:05

    Joshua Abram

    I'll leave it to all the rest of my colleagues and see what happens. Well, that person I worry about, I worry about that we. But I don't think that is true of many people in the field. Should be not many of the leaders in the field and people at the front lines doing very vital work every day. So never a better time with coming technologies coming, stress is going to be relieved.

     

    01:10:53:07 - 01:11:14:13

    Joshua Abram

    Opportunities are going to grow. And I don't know of a single embryologist who doesn't want to help as many people as they can. They've chosen to be in a helping profession and to go from one field. So to, a year to 12 million, that's a lot more people to help. So we're going to do this together.

     

    01:11:14:15 - 01:11:16:01

    Griffin Jones

    What do you see?

     

    01:11:16:03 - 01:11:37:00

    Alan Murray

    you know, it's hard to add much to that. from the embryologist perspective who embraces change, is curious, is intellectually curious, who takes advantage and learns about AI system and understands robotics and that intersection with the evolving embryology lab.

     

    01:11:37:01 - 01:11:40:06

    Joshua Abram

    And we're going to help in that education process.

     

    01:11:40:08 - 01:11:59:19

    Alan Murray

    It's a fantastic and it's a growing population need. We're going to need more and more embryologist. I think it's great time, man in the field. If you're curious, if you embrace technology. And I think that's broadly, you know, every job in America almost fits into that category.

     

    01:11:59:21 - 01:12:07:16

    Griffin Jones

    What do you still value now that you have this automation? What do you still value from your human embryologist? As a clinician?

     

    01:12:07:18 - 01:12:19:22

    Dr. Alejandro Chavez-Badiola

    Exactly the same that I value today. From my perspective, embryologist are scientists. They're not human. Roberts is down by 15. Or they they are scientists.

     

    01:12:20:00 - 01:12:50:22

    Dr. Alejandro Chavez-Badiola

    I still value the same. I want people that want, that I can just or discipline who put patients care is top priority or diligent. It's exactly the same values that I use. And it branches today are the ones that I'm looking for in the biologists of the future. Now, I'll just add to your previous question. And biologists are scientists.

     

    01:12:50:22 - 01:13:32:07

    Dr. Alejandro Chavez-Badiola

    That's what they are. If I think about Edwards and Jack Coleman, he was a fantastic time to be an embryologist. Anything. Everything that you did was new. You were discovering. Today, I think that most embryologist are overwhelmed by administrative chores and manual are additional steps that leave very, very little room for their imaginations to run wild and create and test what they can do to improve patient's results.

     

    01:13:32:07 - 01:13:39:23

    Joshua Abram

    30% of their time is spent on paperwork. I mean, who wants to do that? And something robots do very well, I think.

     

    01:13:39:23 - 01:14:07:17

    Dr. Alejandro Chavez-Badiola

    I don't know if it's going to happen ten, 50 or 100 years, but imagine the time when 99.9 to 100% of the patients get pregnant. That's a very important time to be an embryologist. But right now, as Joshua was saying, we're entering digital era in in the IVF lab right now, we have the toys, we have the technology so we can become scientists again and start improving.

     

    01:14:07:23 - 01:14:37:21

    Dr. Alejandro Chavez-Badiola

    And with this system, without a system, without a nation, now, you don't have to spend that much time, hopefully zero time with administrative chores and these additional steps. Now you have time to create, to imagine, to become a scientist again, and then to apply that those improving patients results and getting to these 100% when becoming an allergist will be more.

     

    01:14:38:03 - 01:15:15:17

    Joshua Abram

    Than doubling on our description of embryologist as scientists, scientists do research. And one of the things that every senior scientist embryologist has struck by coming down here is that, we are going to unleash a entirely new era of science and scientific innovation in IVF, because one of the things that automation does is removes the hungry hundreds of confounders involved in creating a sperm, an egg into an embryo.

     

    01:15:15:19 - 01:15:40:16

    Joshua Abram

    Each of these individual steps, which are hard to account for and hard to do with exacting precision to maintain the control. And so everything will be standardized. And then and this was the comment of, Mitch Rosen, who came down here and he was not alone in saying this. Mitch Rosen, who he spoke to in HDL day, and in Ari, I one of the few, be immersed in California, San Francisco.

     

    01:15:40:16 - 01:16:04:05

    Joshua Abram

    He was down here, I guess, ten days ago. And Mitch said, you guys don't understand just how important this is going to be for science, because it is isn't obviously an academic institution. This was hardest, you were going to take noise out of IVF research. You're going to take the noise out and allow me to listen to one variable at a time.

     

    01:16:04:07 - 01:16:30:05

    Joshua Abram

    And if I can have that environment, I and my colleagues can make progress. It's going to make the world's head spin in the best possible way. So, you know, we've actually talked about promoting x percent of the time on the robotics to research projects. We're absolutely fascinated by this. We are committed to it. It's it's something that we want is part of our legacy.

     

    01:16:30:06 - 01:16:37:13

    Joshua Abram

    And we are looking, to our embryology scientist partners, to help us move this forward.

     

    01:16:37:15 - 01:16:59:22

    Griffin Jones

    I'm not a clinician or a scientist. I'm not the validate. I'm not the one to validate everything that you've done here. But what I can do is come and see everything working harmoniously, and I can see the team and how invested they are in this. And when you were taking me through or yesterday, does your embryologist and your technicians, how much pride they had in explaining to me, you can see that something is working here.

     

    01:17:00:01 - 01:17:23:08

    Griffin Jones

    And the other thing that I can do is talk to all of the people that have come down thus far, and I've talked to Ari Ice, talk to the business folks, I've talked to the lab folks. They're all blown away. You should be very proud of what you've done thus far. I'm impressed. And thanks to your and Watson and her team for making this first in-person podcast episode possibility. It's been a pleasure.

    01:17:23:10 - 01:17:24:16

    Joshua Abram

    Thank you so much for being here.

     

    01:17:24:16 - 01:17:46:18

    Announcer

    Today's episode is paid content from our feature sponsor, who helps inside reproductive health to deliver information for free to you. Here, the Advertiser has editorial control, but in the case of this episode, the Advertiser chose not to make any edits. Feature sponsorship is not an endorsement and does not necessarily reflect the views of inside reproductive health. Thank you for listening to Inside Reproductive Health.

Conceivable Life Sciences
LinkedIn
Instagram

Joshua Abram
LinkedIn

Alan Murray
LinkedIn

Dr. Alejandro Chavez-Badiola
LinkedIn


 
 

248 Fertility Networking. Capitalize Now. Drs. GG Collins, Eric Forman & Morgan Wilhoite

 
 

Today’s Advertiser helped make the production and delivery of this episode possible. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the Advertiser. The Advertiser does not have editorial control over the content of this episode, nor does the Advertiser's sponsorship constitute an endorsement of the guest or their organization. The guest's appearance is not an endorsement of the Advertiser.


Looking to hire top REI talent? Want more meaningful conversations with clinic execs and embryologists?

There’s one summer meeting that keeps coming up in those conversations: The Midwest Reproductive Symposium International (MRSi).

In this episode of Inside Reproductive Health, we’re joined by three of its organizers; Dr. GG Collins, Dr. Eric Forman, and Dr. Morgan Wilhoite—who share how they’ve used MRSi to build real connections that last.

What you’ll hear in this episode:

  • Why MRSi is uniquely valuable for vendors, fellows, and physicians

  • The best ways to meet rising REI talent

  • How to make your sponsorship dollars work harder for you

  • How Fellows are building their networks before graduation

  • What makes the MRSi environment ideal for genuine, lasting collaboration

Whether you’re hiring, building partnerships, or just looking to grow your network, this is a conversation you won’t want to miss.

P.S. I don’t get anything from this, but if you want to save 10% on your registration, use my promo code: GJONES9


FREE PRACTICE OWNERSHIP LIST
Who Owns Each Fertility Clinic In the U.S.? Discover the Ownership Status of 450+ Fertility Practices

  • Get a comprehensive list of every fertility clinic in the USA. Updated October 2024

  • Find out if they are:

    • Independently owned

    • Part of a fertility clinic network

    • Affiliated with an academic/health system

  • Stay informed about consolidation trends in the fertility industry

  • Perfect for independent practice owners and industry professionals--see who is still independent! 

Download it now for free – just fill out a short form on the next page and get instant access.

  • GG (00:03)

    The thing that I love about MRSI is it's a smaller conference. so you never feel like you're missing out on a lecture. You have access to those speakers. The networking that I have done at MRSI is better than

    to be honest, any of the other conferences I have been at because they do a great job again of breaking down a bigger population of people into a smaller group.

    really like it. I think it's a very valuable conference and I think the connections you make are wonderful.

    Griffin Jones (00:46)

    I get these wasque we will fell was to come work for me. How do I get more one on one time with fertility docs and execs. I know a place where REIs and business people and embryologists and managers network under a golden sun and piercing blue skies and oceanic vistas of Lake Michigan in the perfect part of summer in one of the most beautiful cities on the planet Earth. If you want to network with your colleagues and do business, the Midwest Reproductive Symposium from June 4th to 7th in Chicago has been one of

    the key meetings for me. That's why I brought on three of its organizers, Dr. Gretchen Collins, Dr. Eric Forman, and unsigned second year fellow, Dr. Morgan Wilhoite. They talk about how they've built their networks at MRSI, how practices can meet REI fellows and residents, the advantages to vendors and tips to vendors to get the most return on your investment. This can really be worth your while. The debate about PGT is an add-on, ICSI, and lab automation.

    with Kate Devine and Denny Sackett.

    Blockbuster Business Strategies with Richard Scott, Building Star Teams with Jared Robbins, and a lot more. You could even find a team to meet with MidCap Advisors. And if you think you might sell your fertility practice in even the next 10 years, you should meet with them at MRSI or get a hold of them digitally or on the phone.

    If you want to save a couple shillings when you register, you can use my promo code, GJONES9. I don't make anything off of it. I just gone to this meeting every year that wasn't 2020 for the last decade for a reason. And you can use GJONES9 if you want to see how much I've gotten out of it and enjoy some of those fruits as well, business, personal, and otherwise. Dr. Angie Beltsoe's hospitality is infused everywhere in this meeting.

    And these fertility doctors invite you to leverage it to the benefit of your career and your business. Enjoy this conversation on the future of fertility networking with doctors Gretchen Collins, Eric Forman, and Morgan Wilhoite

    Griffin Jones (03:05)

    Dr. Collins, Dr. Forman, Dr. Wilhoite Gretchen, Gigi, Eric, Morgan, welcome back to the Inside Reproductive Health podcast for two of you and Gigi, welcome for the first time to the show.

    GG (03:18)

    Thanks, excited to be here.

    Eric Forman (03:20)

    Thanks for having us. Great to be back.

    Morgan Wilhoite (03:20)

    Thanks for that.

    Griffin Jones (03:23)

    Morgan Wilhoite, what are you paying attention to right now, whether it's tech, whether it's research? What in the fertility space has your eye?

    Morgan Wilhoite (03:30)

    Great question to start us off Griffin. So I am a second year REI fellow right now and I think for me going to conferences right now there's two main things that I'm really paying attention to especially now that I'm at that halfway point through fellowship. One is what are the things that patients are going to ask me about when I start practice here in a short 15 months. I think the clinical research coming out right now is what's going to be

    how people are practicing in a year to two years when more research comes out about that. So for me, I wanna know what questions I'm gonna get from patients and how I'm gonna practice the most up-to-date medicine in RE. I think the other part of MRSI that I'm gonna be looking for is really the networking. I haven't signed my contracts yet. I'm still kind of in the process of figuring out where I'm gonna be. So here in a couple months, I'll likely still be in that networking phase and could still.

    changed my mind on where I want to be. those are the two biggest things for me, the new research clinically as well as the networking.

    Griffin Jones (04:35)

    There's about 10 practice owners listening just now. like, ⁓ maybe I should go. They're buying their tickets to MRSI right now. When you say preparing for the things that patients are going to ask you about, do you mean learning about rare edge cases so that you're prepared for if they have really particular questions? Or what do you mean by that?

    Morgan Wilhoite (04:38)

    Hey, a lot of your teachers are going as well.

    GG (04:38)

    you

    Morgan Wilhoite (04:58)

    question. I think probably both. want to know the newest research on things that we've been doing already. So there's a lot of practices that are doing a lot of PGTA and a lot of new research that's coming out about that. So really the newer things that are coming out about practices that we've been doing for years. I want to be able to answer those questions with new research so I can answer them as up to date as I possibly can be. And

    Also, just what's new in the field, what patients might be reading online or seeing on the internet, new cutting edge things. I've had a couple people already call in asking about IVM. So I think that there's definitely going to be some changes in the next year to two years, and I want to be on the front lines of that.

    Griffin Jones (05:44)

    What is new happening in the field? Eric, what are you paying attention to?

    Eric Forman (05:48)

    Yeah, I mean, I think, I mean, in terms of this meeting, I mean, I think sometimes what's new is what's old also. There's controversy still, like there's a lot of push towards automation and standardization and doing ICSI for all or doing, know, freeze all blastocyst culture, PGT, which I think are amazing advances that the majority of my patients benefit from.

    But we have some really great kind of debates at this conference about whether that approach is optimal for everybody. Like, is there still a role for conventional IVF? Does everyone need ICSI? There are practices and networks that basically do 100 % ICSI, but there's more and more studies that come out that suggest that that may not be beneficial if there's not severe male factor. It may actually be detrimental or.

    add cost. There's also, you know, move towards again more standardization, automation, you know, with the hope of expanding access to more, more people that could benefit from assisted reproductive technologies. But again, is, you are the outcomes going to be equivalent is too much standardization too much. So that's one area that I think, you know, I try to kind of think about.

    know, individualizing care versus standardization. Another big area, I think across everywhere is AI, artificial intelligence. It's making its way into everything we do. In this field, a lot of the focus has been on embryo selection, but I think there's potentially a lot more than that. But we do also have a great speaker coming from the UK, Alison Campbell, about

    the use of AI and how it may transform what we do in the IVF laboratory. But I think it'll be an interesting discussion even in the business mind section, how our practice is using AI because it's, as I said, it's really becoming pervasive and a lot of us are probably under using it.

    Griffin Jones (07:59)

    I'm gonna come back to how you keep things fresh and a little controversial because as you mentioned, some of the things are old and new again, debates that have been going on for a while and how do you keep it fresh? So that's not the same talk, but I'll come back to that. Gigi, what's on your radar?

    GG (08:18)

    Yeah, so a lot of what Eric was talking about, think, is really pertinent in the field right now. So AI is huge. And I know there has been a big push in the lab also to use AI. And one of the nice things about the MRSI is we have an embryology hands-on course. So I think it's easy enough to say, hey, let's automate.

    what goes on in the lab, but I think a lot of people don't actually understand what is going on in the lab. So one of the nice things about MRSI is we give you the opportunity to come in on Wednesday and actually sit with embryologists, sit with the people that are working on actually different pieces of automation and learn how to do Ixie, how do you immobilize sperm and things that maybe not every REI has the ability to do.

    other staff, right? It's open to anyone who attends MRSI, so anyone, nurses, residents, fellows, can come and learn what goes on in the lab to understand, you know, would AI be beneficial in this step or not, or what are the struggles that, you know, one might have.

    Griffin Jones (09:28)

    What about non-clinical

    people, Gigi, like ops people? Because a lot of times they are making at least some of the decisions on what's being used in the clinic, in the lab, what's gonna be automated. They might not have a clinical background. Are they allowed to come to this embryology workshop?

    GG (09:45)

    They sure are. It's really open to anyone who wants to attend. We welcome any and all comers.

    Griffin Jones (09:50)

    For any of you that might have an answer to this, how do you keep some of these topics, especially those debates that have been going on for 8, 10, 12 years, how do you keep them fresh? Because I see kind of both sides. Sometimes I see it's like, that's the same talk. That talk was at SRM, that talk was at PCRS. And now it's been the same talk for the last four or five years. I'm kind of over it. And then on the other hand, I also feel like there are times where it's like, that talk's been going on for a while, but that's kind of a new take.

    We've had the private equity in medicine talk for many years now, but you wouldn't have known that I feel like at last year's MRSI. think Richard Scott and David Stern are both on faculty. It was a little bit of a mix up. Richard Scott had been in private equity and now he isn't. so his views have changed. David Stern had a company that wasn't owned by private equity and now it was.

    And so you had these differing views and it made it a really interesting talk. And I think it was a packed room and it was definitely a different kind of spin. So some of these other debates that have been happening, how do you keep it so that it isn't the same talk?

    Eric Forman (10:57)

    I think we have a great faculty and we have a great board. First, this conference is going to from June 4th to June 7th in Chicago at the Drake, the Midwest Reproductive Symposium. We try to get the best speakers really from around the world. It's an international meeting. Our program director is Scott Nelson, who's a professor.

    GG (10:57)

    Yeah, so, go ahead, go ahead, Eric.

    Eric Forman (11:25)

    Scotland who's world renowned and keeps up with the literature. And we meet long in advance to try to identify great speakers, great topics and want a fresh spin on things. We also really want these sessions to be interactive. We don't want just a text heavy, dense PowerPoint presentation with no time for Q &A. I mean, we try to push the speakers to

    do shorter talks and leave a lot of time for discussion. We also have interactive sessions, workshops where Foster's at that networking and thinking about new ideas. So I think that's one of the aspects that makes this conference have its own unique flavor that has kept all of us going back and back for more. know Griffin, you've been going for a long time and helped kind of open up your career in this field.

    I could tell you some of my own personal history as well, but a lot of it's really just, again, the speakers and the dynamic nature of this meeting. think Gigi also had some input on that.

    GG (12:34)

    Yeah, Griffin, that's a good point. mean, medicine is...

    a pendulum, right? So I remember when I first got involved with MRSI, PGTA was a little bit newer. And I remember sitting in the audience, and there was a discussion about mosaic embryos. And the big takeaway was who in their right mind would ever transfer a mosaic embryo? That's bananas. And you fast forward, and we do it all the time now as we learn more and as we evolve as a field. And so I think, yes, sometimes it sounds like the topic

    They're similar because this is what we do. But the sentiment, think, is ever-changing, which is what makes this field fun. I will be hosting the presidential debate this year, which is going to be where we debate IVF add-ons, so things like PGTA, ERA.

    endometriosis, so kind of topics that don't have a right or wrong answer. And it'll be very interesting to hear either side of that debate and the pros and cons and how that pendulum changes as we get more data.

    Morgan Wilhoite (13:36)

    Yeah, I'll add to that. You Griffin, you asked how do we keep things new because it does seem like the same arguments or conversations rather over and over again. But I think that's what makes it really interesting is that every year, every conference, we have the same arguments and people get more passionate and passion tends to fuel the research. It fuels new advancements and really makes you kind of question what was done 10 years ago, five years ago. So I think

    Dr. Forman hit the nail on the head when he said, what's old is new. And we do kind of keep the same conversations going, but people get more passionate. And that's why we have so much more research every year about kind of the same things.

    Griffin Jones (14:17)

    Is that from new people jumping into the framework? Is it people that have seen the debates for the last 10 years and maybe now they're out of fellowship for two years or they're in fellowship but they're working on research and they can contribute some way? Or is it the people that have been making the case for so long and they've been in a stalemate and they're trying to finally win this thing?

    Morgan Wilhoite (14:36)

    Probably a little bit of both. You know, there, I remember the conversation that you were alluding to last year at MRSI and people get really passionate about things that they believe strongly in from both sides. So I think there's new people in the mix that kind of refills that passion, but also people get passionate and opinionated about things that they truly believe.

    Griffin Jones (14:57)

    Gigi and Eric, why did you each decide to become part of this board, become part of the faculty?

    Eric Forman (15:02)

    Gigi, you wanna go first?

    GG (15:03)

    Sure, so again, I got involved in fellowship. The thing that I love about MRSI is it's a smaller conference. so you never feel like you're missing out on a lecture. You have access to those speakers. So if you have a question after a presentation, it's a small conference. So you're probably going to be in a small meeting with them later. You'll bump into them at a social event. The networking that I have done at MRSI is better than

    to be honest, any of the other conferences I have been at because they do a great job again of breaking down a bigger population of people into a smaller group. so at different points along my career, I've hit different obstacles or things that I want to change. And I've reached out to some of the people that I've met at MRSI. And their wisdom is indefinite, right? Like you are using your resources, which is other docs, nurses,

    people just in the field. So I really like it. I think it's a very valuable conference and I think the connections you make are wonderful.

    Eric Forman (16:09)

    Yeah, and I mean, I echo those. I think I've told a lot of people I've gone to, think, every MRS meeting since my first year of fellowship in 2011. My mentor, Richard Scott, who you referred to, used to speak every year, often does. He's back this year. But he was going to the meeting. I kind of tagged along and was amazed at the access. As a first year fellow, I was talking to these leaders.

    in the field, you know, and then again, as Gigi said, having a cocktail and asking them more questions, going to a workshop and interacting. And I kept going back year after year, spoken before, fortunately got to know, know, Dr. Angie Beltzos, who this was a meeting that she started, you know, before any of us were in this field and really passionate about infusing that energy and enthusiasm. And again,

    She, you know, took me under her wing and was one of my mentors. And, but through this meeting, I met so many other great people in this field as I thought of career changes or things that have come up in my practice. I have multiple people that I could reach out to because I'm comfortable. I've spoken to them in person. I think MRS may have been the first reproductive medicine meeting that came back in person.

    After COVID, we did have a virtual meeting in 2020, but 2021, we pushed it back a few months, but did an in-person meeting, which was amazing. It was smaller, but still kept a lot of that same positive energy. then again, we've continued to expand and grow. while it's a smaller meeting, I mean, we still aim to try to have ideally around 500 people. There's vendors.

    exhibitors that again also just you know interact with and you know people move around from different companies in this field and I've gotten to know people that again have been useful as things have come up in my practice. So I again I can't imagine again not not going to this meeting and I can't underestimate like all the opportunities that have come from it and great people that I've met and I think

    Although you can get a lot, you know, virtually, I think really the being in this one hotel, having the same kind of social functions together, you really get to know people better than I think the larger meetings.

    Griffin Jones (18:48)

    I've gotten to meet so many people at MRSI. think that's where I met you the first time. Gigi in person is where I think I met Eric for the first time in person. Dozens of others, many of whom I might talk about later. MidCap Advisors was among them. And I think some of the folks from MidCap Advisors will be at MRSI this year. MidCap Advisors represent fertility practices and other fertility companies when they go to

    sell their business and their advisors. do not take anything unless they help a practice or business to sell their business. They don't do a retainer and therefore they're very consultative. It might be Dr. Brijinder Minhas that's there. It might be their managing director Scott Yoder. It might be Richard Groberg who some of you know. But one of those folks will be at MRSI. And if you can't meet them there, look them up online. We'll have our

    contact info to MidCap Advisors. If you want to talk to Robert Goodman, we will be able to have some of those emails. We'll have the link to that website, midcapadvisors.com. But I also think that's where I met them in person for the first time. many of you hear them on the show or you see their content that comes out on Inside Reproductive Health. You've seen them sponsor the list that happened, the practice owners list that hundreds of you have downloaded.

    That all originally started, I believe, meeting them in person. Maybe I'd met them online prior. But I recall the first time that I met them was in person at MRSI. And that's happened over and over again at MRSI where I've met people maybe online at first. And then you have that good setting to actually have some intimate one-on-one time with them in person. And if you own a practice, if you own a fertility business,

    If you're thinking about selling it within the next 10 years, but especially within the next 5 years, talk to MidCap Advisors, reach out to them online, meet with them at MRSI, schedule a time to talk. I'll include their contact info in the show notes in some other places. Or you can just ask me, reach out and I'll be happy to make that introduction. That's midcapadvisors.com. Gigi, how also is it just like...

    the back setting of Chicago in June on Lake Michigan, right by the Oak Street beach. feel like it's just the perfect time to be there. If it was a couple weeks earlier or a couple weeks later, it wouldn't quite have that sweet spot. Talk about that little je ne sais quoi of being in Chicago at that time of year.

    GG (21:23)

    Yeah, it's a good thing we don't host it in December in Chicago. ⁓ I think it would just be the four of us there. Yeah, no, I mean, it's perfect, right? So not only do you get to come learn, you get to meet people, you get the benefit of all the knowledge of MRSI, but you can also, yeah, I mean, during a break, a lot of times I'll walk in, go to my favorite coffee shops, things like that.

    Griffin Jones (21:26)

    Yeah

    Morgan Wilhoite (21:27)

    No, it would go.

    GG (21:45)

    We do a lot of events, so we'll do usually either yoga or walk on the beach. So we try to incorporate Chicago as much as possible. The conference goes through Saturday afternoon. So after that, you have Saturday evening, Sunday if you bring your family, et cetera, to go explore the great city of Chicago. So it's usually pretty good weather at that point in Chicago, and there are just a ton of fun things to do if you have any...

    ideas, I'm happy to help with that too.

    Griffin Jones (22:17)

    Are you each giving talks this year?

    Morgan Wilhoite (22:19)

    them.

    Eric Forman (22:19)

    you

    Griffin Jones (22:20)

    Gigi, what's your talk on?

    GG (22:22)

    Yeah, so I'll be hosting that presidential debate talking about the pros and cons of IVF add-on. So we'll have one side very pro the add-on and then one side that is against it. And then I am also giving a talk to the fellows. So we have a special fellows track at MRSI. So it's really nice that we'll have talks that are specifically just tailored to fellows. So again, I'll be talking about kind of things to look for when you're, you know, applying for jobs, getting a job.

    and things to kind of think about within your contract with that as well.

    Griffin Jones (22:53)

    It's amazing to me how many practice owners will ask, well, how do I get these fellows to come work for me? Well, step one might be talking to them. It's not like there's a huge surplus either. So you're not the only one that has this idea. So maybe we start with just you actually getting to know them. And for some reason,

    It seems like a daunting task to some people. The networks tend to have maybe a few key physicians that do some of the recruiting for them or they'll have a head of physician relations. And if any of those folks are listening, imagine they'll definitely be there, especially now. But especially for those practice owners or maybe even academic chiefs that want to get somebody to come work for them, you have to start

    GG (23:18)

    Ha

    Griffin Jones (23:40)

    building relationships with people. Because whether it's that person that you're building a relationship with, or maybe they have friends, you have to get into the network somewhere. You can't live in this solar system over here, and all of the fellows are over here. Otherwise, you're just going to just be hoping that your one job listing gets seen by the right person that just happens to want to go to your market. And if you don't have...

    competition, you're hoping that they're from there because that's the only reason why they would move to a city that small. if you do have lots of competition, why would they choose you over their competition? You have to get to know people. As for as intimate as PCRS is, and I love PCRS, people should go there too. It's a great meeting. MRSI is even more intimate. It's even more of like... There's no barrier to just being able to sit down with people and talk to them and...

    and go to Gigi's talks, go to a couple of those interactive workshops because the fellows are going to be in there. They're going to be asking questions. And you should be able to meet with them afterwards and start to build that relationship. And Eric, it sounded like you had an opinion on that.

    Eric Forman (24:41)

    Yeah, yeah. So in terms of my speaking, in addition to moderating like Gigi, I'm you know, facilitating a workshop with Emily Mounds from Juno Genetics on factors to consider when selecting a PGT lab. We did something similar last year and it's good for fellows and other, you know, doctors and embryologists what, you know, what things to look at, whether it's, you know, validation, accuracy, cost.

    all kinds of issues like that. That's a kind of like topic that is typical for a workshop. But I think it's important, as Gigi said, unique aspect of this meeting is the different tracks, the fellow track, the nurse practicum track, the business minds, and now we even added an embryology track, and you can get CEU's credits that you may need for lab directorship. But specifically for the fellows, as you mentioned,

    There are scholarship opportunities. We typically get around 50 abstracts and we have a nice poster session and a few are selected for oral presentations. So we encourage fellows and even residents to submit research and maybe get sponsored. And that's another area where those that are trying to hire fellows, there's opportunities to sponsor a fellow one, you know, one at a time or provide

    a scholarship or sponsor an aspect of that program. One network this year is having a kind of more intimate like after party, after the fellow dinner on Thursday night. So there's a lot of opportunities we want access. We want them to get to meet people, you know, to open up their opportunities for future careers.

    Griffin Jones (26:31)

    Morgan, who are you hoping to network with?

    Morgan Wilhoite (26:33)

    Everyone, Griffin. No, I, as I said, I haven't signed my contract or have not reviewed all of them yet, but yes, I'm current second year. But I will echo kind of what you had said in the beginning. When you get approached by a practice early on in your fellowship, they kind of stay in the back of your head a little bit longer than,

    Eric Forman (26:34)

    Mm-hmm.

    Griffin Jones (26:44)

    in your second year.

    Morgan Wilhoite (27:00)

    the people that just send blanket emails out to all the fellows or utilize a listserv or send something out to like your program director to pass along or some faculty in the department. So I will agree with you in that sentiment that if people want to recruit fellows, it's kind of filling that cup up early, establishing that relationship early is what really gets people thinking about it. As far as the...

    The job listings, I think that our fellows group chat is more of a job listing site than the actual ASRM job listings that come out because in every department around the country, people are saying, this practice is hiring or I had a really good experience interviewing with this practice. I'm not going here, but it sounds like it would be a great experience for someone else. So we do a lot of interaction with.

    who's interviewed where and if it was a good experience. So I think word of mouth is definitely important too for those fellows recruitment efforts.

    Griffin Jones (27:58)

    We're gonna go down a little rabbit hole about the fellows group chat right now. Eric, Gigi, buckle in because we're talk about the often a WhatsApp thread or it may be an iMessage group. Or some groups will have like a Slack, some years will have a Slack channel or something like that. But every year always has one. And if you are trying to recruit fellows, you need to

    Morgan Wilhoite (28:00)

    Thanks

    Griffin Jones (28:21)

    build relationships that get you talked about in those threads and you need to do things that get talked about in those threads. So as a media company, I want to make sure that each year we're continuing to bring fellows into our audience. And I've got to do it every single year. We'll have people that, residents that find us and they'll find us before they ever even declare for a fellowship or apply for a fellowship. But

    Every year, I've got to build the audience anew in that year because, Zorin and Meg and Victoria have all graduated and now they're two years out. I don't have that cohort in fellowship anymore. So how do I get more folks? We published a piece of content for fellows this year and I noticed a little... And it was for the purpose of refilling that pipeline. And...

    I reached out to, I think I reached out to you Morgan, I reached out to somebody in first year and I reached out to somebody in third year. And I could see instantly that the fellows audience just went through the roof because they were interested in the thing that I had. And so I made something that was worthy enough of being talked about in the group messages. And I had the relationships in each of those years. I could literally see all, all the first years signing up, the second years, the third years. And so,

    I think that's just such an important piece of what can happen. And most of those people I had either met at MRSI originally or I had met them through somebody else that I had met at MRSI. Keep that in mind if you're going to be on the board for next year, Morgan, the fellows group chat could be an entire talk. Maybe it could even be an entire track.

    Morgan Wilhoite (29:58)

    You

    Griffin Jones (30:02)

    I want to talk with each of you about what you think the future of meetings could be. I'm putting all of you on the spot a little bit, but it's not a rhetorical question because I don't know how it would work with the nature of how CMEs work. I see a new genre of meetings popping up that tend to be very small, maybe like 50, 100 or so people, very intimate, very exclusive, often at really expensive venues. so it's like they're

    They cost a lot more and are even harder to get to than the traditional conferences. And then I also see at the traditional conferences, you know, I'm at PCRS this year and standing in the lobby bar and talking with somebody and we're looking at all of the meetings that are happening in the lobby area there. And the person said, why we all come here just for this. Why can't this just be the meeting? Why do we have to go all the way over here to this exhibit hall, do a couple of talks?

    And so at these smaller meetings that are happening, they'll still have some talks, but they're much fewer. And so do you see the possibility for MRSI going that way in the future where it's like, okay, if we have however many talks we have now, what if we had a quarter of that or a third of that and built the rest of it around networking and kept our keynote events and that sort of thing? Do you think that's possible? Do you think that the nature of CME

    demands that you have more courses? How do you see that going?

    Eric Forman (31:27)

    Hmm. Yeah. ⁓

    Morgan Wilhoite (31:27)

    I can start out.

    I think

    that some of the best conferences as you, as we all have talked about, ASRM is huge. I remember going every year in residency and I was very overwhelmed because you really can't network as a resident as easily as you can at MRSI with how small it is. But I remember the striking difference in meetings and there would be a lot that were a small room and you'd have one person start the conversation about a topic. And then the majority of the time would be kind of Q and A of discussion. And I thought that.

    was a really valuable way to learn and absorb information from a group of people rather than sitting and watching a presentation. So, and I don't know if, you know, things are going more towards that way or if it's just not possible at a huge conference like ASRM, but I personally feel like those small rooms of networking maybe around a topic to really discuss is probably going to attract a lot of people.

    Griffin Jones (32:25)

    What do you think Eric, can that be done or do you have to offer so much to satisfy different CME requirements?

    Eric Forman (32:32)

    Yeah, no, it's a good question. I mean, think there's a lot more ways to get CMEs now with virtual online things that I don't, I think we don't have to necessarily satisfy everyone's requirements in a single meeting. And you can also get a lot at the big meetings like ASRM. I think it's interesting. mean, again, as everything in this world has gotten tighter with inflation and

    expenses, meetings I think are having challenges as well. Like companies are not as generous as giving grants. mean, lot of companies are pulling back. So it's definitely been challenging, you know, and we have amazing team of coordinators at this meeting that is constantly like applying for grants and trying to get funding, but it's expensive to put on a big meeting and then to, you know, bring in speakers. So

    a mix like that. I it might be essential from an economic standpoint as well. But I think the challenge would be getting the audience to buy in that, you know, I think people see certain speakers or talks or, you know, can kind of sell it to their practice that it's worth going. It might be a harder sell to say there's few talks and more networking, even though that's what a lot of people

    are actually going for or get the most out of or take home. And so I think we try to like really incorporate like everything's included, which I've also liked, although Chicago, as Gigi said, is amazing. And it's a great time of year to be there. And we're right in a great location. I've been going to this meeting for like 14 years and I pretty much stay in the Drake and eat all my meals at the the meeting because I just I don't want to like miss anything or you know.

    go out and then not network for a couple of hours. So it's nice that, again, the lunches are like working lunches. There's cocktails with food. mean, you can go out, obviously, but I think we try to thread that needle of having a lot of content, but also a lot of time for networking. But yeah, I mean, think I could see it going more in that direction.

    Griffin Jones (34:49)

    This idea of sending the team of investing in the team's education. Gigi, you've worked in private practice before. You've worked for small practices before. For some people think, well, sending my manager, that's a big investment for me, or sending my lead nurse, sending my only advanced practice provider, sending my only associate doc. Sometimes people think that's

    too much of a burden for that person to be away from the practice or maybe that's an investment I'm not sure if I want to make. What makes it worth it for someone to send their team to a conference like this?

    GG (35:27)

    I I think, again, that's what sets MRSI apart. I I get that I'm biased, and I think every conference has its benefits. But one of the really nice things about MRSI is we do have learning opportunities for different types of staff, right? So we have the nurse practicum. So if you're nurses, you're meeting other nurses in the fertility field, right? So, you know, it's nice to go to a conference and hear the science behind why you do what you do, but your questions might be more...

    Hey, I have a lot of patients who ask this question or, I don't know, you could mix all your IVF meds in one vial, know, things that you can learn from other nurses, for example, or from other managers. And what MRSI does very nicely is we have the big keynote speakers who everyone goes to, the data that everyone really needs, regardless of who you are in the clinic, but then you can also break out into smaller sessions and get that networking. You can get a very specific...

    experience depending on what role you play in the fertility clinic. So, you know, kind of to answer your prior question as well, I think there's a lot of value in how MRSI actually structures it. It's not a crazy long conference, and so it's jam-packed full of great networking, great lectures, and then hands-on experiences as well.

    Griffin Jones (36:45)

    Tell us about some of the other speakers, some of the other talks coming up this year.

    Eric Forman (36:49)

    Yeah, have, so I mentioned that we have a debate on interventions and standardization with Kate Devine and Danny Sakas who are both experts and leaders in the field. We have Richard Scott, as I mentioned, who's giving a talk on financial aspects of building an IVF practice.

    We have Serdar Bulun, who is the Midwest Reproductive Symposium. He's the chair of reproductive endocrinology at Northwestern, a world renowned expert on endometriosis, giving an update on endometriosis.

    So those are some of the highlights that come to mind. You know, our website MRSImeeting.org has the agenda. You can look at both kind of the main program, the scientific program, and then there's the breakout sessions depending, you know, which

    which area you fall into.

    The speakers are introduced with music, they're stretching. It's like a lively, energetic, fun meeting that's different that I think we all look forward to. Dr. Beltzos made it that way from the beginning and continues to get better and better every year.

    Griffin Jones (38:03)

    When you're at MRSI, you might be able to meet with a number of people, including MidCap advisors. We'll include MidCap advisors contact information in the show notes of this episode. And I'll probably have an ad that comes out in the email and other places that distribute this podcast episode. But often they will send their directors or their advisors to MRSI. And that's where I got to meet them in

    the first place and I got to meet many of the fertility clinic owners that have worked with MidCap Advisors in the past. MidCap Advisors is an advisory for practices and businesses as they sell their practice and they don't take a retainer. They are, they only get paid if you sell your business. So they go at a pace.

    that works for you knowing that they've got to build the relationship. This isn't like just selling something turnkey. They are people that take the time to get to know you. They're very easygoing and they're very knowledgeable. They know about other things that are happening in the space and they can be a really good resource for other things that you'd want to know about managing your practice or managing your fertility business, even if you're not looking to sell in the next 10 years, but especially if you're looking to sell.

    in the next five years. These are people that you want to talk to. You've seen them on the podcast before. You've seen other articles that we've created about them. And they'll almost certainly have somebody at MRSI. So find a time to meet with them at MRSI in Chicago in early June. Get in touch with them outside of that if you're not going to be there. You can ask me for an introduction. I'll be more than happy to make that. That's MidCap Advisors, midcapadvisors.com. Eric, you made a really good point about

    the way Dr. Beltzost has built the meeting, think that her hospitality is injected into the DNA of the entire meeting. And it's a place where you feel kind of welcome. I think when you were alluding to earlier, Eric, is that that was the first fertility meeting I ever went to. I moved back to the United States on a early morning of a Saturday.

    Early morning Monday, 7 a.m. Monday, started making cold calls. Found out about a practice that was going to MRSI. I had never heard of it. I didn't have any money at the time. Didn't own a car. Couldn't afford a flight. Rented a car, drove 10 hours to Chicago, slept in a hostel bedroom with 12 German dudes and stayed that night overnight. Went to the Business Minds program on a Thursday and then drove home because I couldn't even afford a second night. So I very much felt like...

    I don't know anyone here. I'm way out of my league. And I met some people that I'm still friends with to this day. But I also met Angie and I met her when she's got hundreds of people to entertain and she's got dozens of people more important to talk to than me in that moment that are trying to get her attention. And she was interested in getting to know me. She was interested in me meeting other people. And so for

    those that don't feel like, don't necessarily know somebody here. Hospitality is part of what that meeting is. Her fingerprints are all over it in that regard. And it's a place where I didn't feel like an outsider from the beginning. And I think that most people feel welcome as soon as they get there. The idea is that you are going to be able to talk to people that you don't know. And that's not just

    accepted that's encouraged. so events have been added on to that over the years. Who can tell me about the CEO Summit this year?

    Eric Forman (41:46)

    you

    GG (41:47)

    Yeah, so this year we have a retired FBI agent who was one of the ones who spent a lot of time interviewing Saddam Hussein. So it will be very interesting to hear his take on leadership, communication, teamwork, all of the elements that he had to use to bring down Hussein. you mentioned that the CEO Summit every year we bring in a speaker who

    is engaging, different. Sometimes it's part of the medical community who's higher up and has insight that we don't usually get. And sometimes it's just someone outside that we think would give valuable information for the fertility world. There's a lot of things that cross over in different business sectors.

    Griffin Jones (42:31)

    Morgan, you should have that guy with you as you bring in these different networks and practices to negotiate with you. Just have this FBI guy do it. But yeah, this is my counsel. He'll be fielding any and all questions today. What invite would you like to extend to people as they think, you know, maybe I could do this, maybe I could swing this. What invite would each of you like to extend to them and

    GG (42:34)

    you

    Morgan Wilhoite (42:40)

    My bodyguard.

    GG (42:43)

    Thank

    Morgan Wilhoite (42:45)

    you

    Griffin Jones (42:57)

    Also, would you extend an invite that they could reach out to you there? they could, at a minimum, they know one person that they can go up and talk to.

    Morgan Wilhoite (43:07)

    I can go first. Absolutely. I love MRSI. As I said, last year was my first year going and I didn't really know or didn't think I would know anybody there. And it ended up I made a lot of good connections and I never felt like not welcomed. As you said, Griffin, it was a really, really welcoming conference. And obviously being in Chicago at that time of year, getting away from the clinic was all just like perfect.

    Eric Forman (43:07)

    So.

    Morgan Wilhoite (43:32)

    I have since invited a lot of residents to go and submit abstracts. Abstracts are still being accepted and reviewed right now. We usually take the deadline out a little bit. So don't fret if there is something that you're close to being done with and you haven't finished it yet. There's still time to submit and register for the conference. But any residents that are listening, other fellows, I'm there. Happy to get coffee or lunch. So definitely.

    invite to all trainees and obviously everybody else.

    Eric Forman (44:03)

    I would say also to like vendors that obviously we need you to help support the meeting, but I think there is a good ROI. Griffin, you could probably speak this language better than me, but they're really integrated in the meeting. I mean, if you want to be like they're welcome to the, you know, the poster session, the cocktails, like I've gotten to know a lot of people in the field who are vendors, like I said, who have switched to different companies, but

    stay well connected to practices or networks. And I think, as you said with the fellows, you have to get there. Having a personal connection is really valuable. And although there may be fewer people than ASRM, it's not like you're in a hall that some people never really even get to all areas of. We kind of go through

    the exhibits when we get our coffee and breaks, and again, even just the networking, interacting. It's not like there are separate events for the doctors or the embryologists. We're kind of all together. And I think that's again, what makes it special and unique.

    GG (45:17)

    Yeah, I would almost flip it and say there isn't anyone who I wouldn't extend an invitation and wouldn't want to come. I think there's value like we've talked about for just about everyone.

    Eric Forman (45:21)

    What's this?

    GG (45:27)

    I'm a very unintimidating person. So if you want to contact me, to reach out to me, to talk more about the conference or how to get involved, we also are always looking for new board members, fresh people to come in and give new insight into MRSI. So if you're more interested in getting involved on the back end of things, we would be more than welcome to chat with you about that. I also think if you are a newer attending, it is a great

    conference to come learn about how other practices do things. You know how your fellowship does things and you now know how your current partners are, but that's a small group, right? So it's really nice to be able to come and say, hey, how do you guys do this? Or how do you handle this? Or how do you handle this experience? A couple years ago, I sat next to one of the people who gave me my oral board exam. And so it just breaks the field down. And, you know, it was fun to chat about that experience. And you realize we're all

    in this together. We're here to help each other. So it's just, it's a great event. There isn't anyone who I don't think would enjoy it and learn from it.

    Griffin Jones (46:32)

    Made me think of a good tip for vendors, Eric, especially because MRSA did a really good job, especially last year of integrating the attendees and the exhibitors. It was right, you know, the happy hour, the coffee, it was happening right where the exhibitors are. So you're always right in front of somebody's booth if you're socializing. I would go.

    a step beyond that too for those vendors and say, go to some of these interactive sessions. Sit down next to some of the people. You're allowed to do that at MRSI. It's not like some other events where, if you don't have this ribbon on your badge, you can't come into this talk or this. Go to some of the talks, go to the interactive sessions, sit down next to some of the people that you're trying to network with, ask questions.

    And I've had an amazing ROI from MRSI over the years because I've done it that way. And I encourage anybody else that's going to be a vendor to do that too. I have a promo code. Don't use Eric's. Mine's better. G Jones9. I don't make anything from it, but I like MRSI. And so if you want a little percentage off of your admission to MRSI, use G Jones9. But more importantly, get to see Dr. Forman, get to see Dr. Collins, get to see

    Dr. Morgan, Will Hoyt, convince her to come work for you. And you'll see yours truly there as well. Thank all three of you for coming on the Inside Reproductive Health Podcast.

    Morgan Wilhoite (47:58)

    Thanks for that.

    GG (47:58)

    Thanks for having us.

    Eric Forman (47:58)

    Thank you for having us. We can't wait to see you in Chicago in June. It's going to be a great meeting.

MSRi Registration:
Sign Up Here

Dr. GG Collins
Instagram

Dr. Eric Forman
LinkedIn

Dr. Morgan Wilhoite
LinkedIn


 
 

247 Consolidation and Worsening Patient Experience in Third Party IVF. Eloise Drane.

 
 

Today’s Advertiser helped make the production and delivery of this episode possible. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the Advertiser. The Advertiser does not have editorial control over the content of this episode, nor does the Advertiser's sponsorship constitute an endorsement of the guest or their organization. The guest's appearance is not an endorsement of the Advertiser.


Everyone wants to grow their third party IVF program, but are we neglecting patient experience in the process?

This week on Inside Reproductive Health, Eloise Drane, 3 time gestational carrier, MBA, and founder of Family Inceptions, shares her honest take on how responsiveness and individualized care have declined, even as demand has stabilized post-2021.

Drawing from 17 years of experience running her own surrogacy agency, Eloise offers a kind but direct update on:

  • Why patient experience is harder than ever to deliver (and how to improve it)

  • How consolidation impacts intended parents and surrogacy wait times

  • The challenges of startups and in-house agency models in IVF networks

  • What she’s looking for in a surrogacy agency before considering merging or acquiring

  • Why the “same workflows” just won’t cut it for gestational carrier cycles

If your practice or network is looking to scale GC IVF—and actually retain intended parents—this is a must-listen.


FREE PRACTICE OWNERSHIP LIST
Who Owns Each Fertility Clinic In the U.S.? Discover the Ownership Status of 450+ Fertility Practices

  • Get a comprehensive list of every fertility clinic in the USA. Updated October 2024

  • Find out if they are:

    • Independently owned

    • Part of a fertility clinic network

    • Affiliated with an academic/health system

  • Stay informed about consolidation trends in the fertility industry

  • Perfect for independent practice owners and industry professionals--see who is still independent! 

Download it now for free – just fill out a short form on the next page and get instant access.

  • Eloise Drane (00:03)

    It's not about whether consolidation is right or wrong. what it feels like to the people at the center of it. And when care stops feeling personal, that's when things start to break down.

    Again, I'm not against consolidation. I understand the direction the field is going, but when it starts to chip away at the patient experience, we have to stop and look at that honestly.

    Griffin Jones (00:37)

    Everyone wants to do more third party IVF cycles with gestational carriers, don't they? We all want better patient experience, right? The way my guest sees it, patient experience, particularly with regard to responsiveness and individualized attention, has gotten worse, not better in the last five years, and has only continued to worsen even though most clinics aren't seeing the same boom they saw in 2021 and 22. Eloise Drane is a three-time gestational carrier and MBA.

    and the owner of Family Inceptions, a surrogacy agency she's operated for 17 years. Eloise talks about what consolidation of fertility clinics has meant for intended parents of third party IVF, wait times for GC cycles, response times for intended parents, problems caused by startup surrogacy agencies, challenges faced by fertility networks that try to bring their own surrogacy agency in-house, and what quality she's looking for in other surrogacy agencies.

    that she may or may not buy or merge with. If you're looking to sell your practice or fertility business or merge with another, talk to MidCap Advisors. Even if you're 10 years away from selling your business, but especially if you're within five, just give them a call because they're relationship people. Dr. Brijinder Minhas and Richard Groberg have worked in this field and done multiple deals. Robert Goodman, Scott Yoder have helped multiple fertility centers sell their business. That's midcapadvisors.com

    An excellent patient experience is colossally hard to achieve in this field. You have so many moving parts in your workflow. You're dealing with variability in real human beings during the most stressful period of their life. I have to acknowledge how hard this feat of having a truly excellent patient experience is. Otherwise, we won't be able to be honest when it isn't being achieved. And this is an honest take. For those of you that

    want to increase your IVF cycles with gestational carrier, and especially for those of you that want to improve your clinic or your network's patient experience, listen to this kind, but direct update on the state of patient experience from Eloise Drane

    Griffin Jones (03:07)

    Ms. Drane Eloise, welcome to the Inside Reproductive Health podcast.

    Eloise Drane (03:12)

    Thank you for having me, Griffin. I appreciate it.

    Griffin Jones (03:15)

    been a long time coming is consolidation, helping or hurting third party IVF.

    Eloise Drane (03:23)

    So honestly, what I'm seeing right now is this big shift in how third party is being handled, especially with consolidation. More clinics are starting to bring these services in-house, and I get it. The space is growing. There's more capital coming in, and it's largely unregulated. So it makes sense that people are exploring new models, but it's not really working.

    that way in practice. know, agencies were created for a reason. This work is complex. There's so much that goes into these journeys that you don't see on paper. And when it's not handled the right way, people feel it the most, or the people that are feeling it the most are the ones that are going through the process. And third party isn't something you just tack on. It's its own world. And when it's not treated that way, the experience falls short.

    Griffin Jones (04:15)

    Is that their reasoning for doing it though? Do you think that, okay, it's not something we tack on and if it's in an external agency, maybe we're viewing that as being tacked on and we want to bring it in house so that we can control costs, we can control the experience. Do you think that's part of their rationale? And if it is, what isn't living up into the way it's actually executed?

    Eloise Drane (04:39)

    Well, honestly, I don't know if it's not about whether consolidation is right or wrong. It's about what it feels like to the people at the center of it. And when care stops feeling personal, that's when things start to break down. And what I feel is off with the consolidation is how it's being presented because the networks are talking about a lot about how focused they are on patient care, how their systems are more connected and efficient.

    And I get why that's the message. And it sounds good, but especially in third party, it's just not what we're seeing. This isn't, this isn't a plug and play kind of field. These journeys are personal and complicated. And what's actually happening is that the care is being affected because of short staffing or the process of managing cases has changed. It's not always clear who's handling what.

    and that creates gaps. So it's commonplace now that GCs medical records or even getting a GC scheduled for an appointment takes months. And it's not that I'm passing blame, it's just that the system isn't holding up the way it needs to. And when that happens, people go through this process, people going through this process are the ones that are feeling it the most.

    Again, I'm not against consolidation. I understand the direction the field is going, but when it starts to chip away at the patient experience, we have to stop and look at that honestly.

    Griffin Jones (06:09)

    Tell me more about how it's chipping away at the patient experience. It sounds like in some cases there might not be enough staff. sounds like it could be really, it could take a long time to even get an appointment. Tell me more about what's happening to the patient experience in your view.

    Eloise Drane (06:25)

    So prior to, and I know we kind of do everything pre-COVID, post-COVID, And pre-COVID, it did not take months and months and months to get surrogates medical records reviewed. And for these intended parents that are coming in and someone has told them that they have to use a gestational carrier,

    Griffin Jones (06:32)

    Yep.

    Eloise Drane (06:50)

    or they already knew that they'd have to do gestational or surrogacy, they're ready to go. There's already a shortage on the surrogate side. And that's not anyone to blame, but there is a shortage on the surrogate side. And so...

    When you add on to the shortage of the surrogate side and then you get to the fertility clinic side, you finally found your surrogate, however you found it, whether it's through the an agency, whether it's through you found them independently, what have you. The last thing you want to hear is I'm ready to go, but now I have to wait two, three months. and also getting charged to have medical records reviewed.

    for my candidate, but I'm sitting here waiting. And then when we finally get the medical records reviewed, now we have to wait several more months just to get her a consult so she can speak to a doctor to review the medical records with her. And then once we get that done, then that's when we can go ahead and schedule an appointment for her medical screening.

    Griffin Jones (07:56)

    When you break up pre-COVID and post-COVID like this, you said it wasn't like this prior to COVID. Are you saying it's still like this now in, we're recording in Q2 of 2025? I could see in, it's worse. So I could see in 21 or 22 when practices had really long wait lists, volumes were up everywhere and everybody had wait lists. But people don't really have those kind of wait lists anymore.

    Eloise Drane (08:08)

    it's worse. yes.

    Worse. Worse.

    Griffin Jones (08:23)

    relative to what they did two or three years ago. And you're saying it's worse than Q2 2025. Tell me more about that.

    Eloise Drane (08:30)

    Yes.

    So as I mentioned, just trying to get appointments. And it's not just appointments. Let's be honest here. It's support. We've had multiple cases in which trying to reach out to fertility clinics to get a response, whether it's us, whether it's the surrogate, whether it's the intended parents.

    that are trying to get information from fertility clinics, it's sometimes it's damn near impossible. We've had clinic where,

    through their portal, no response, through email, no response, phone calls, no response. Can't get anybody to respond back to an email. You send out multiple requests. You still don't get anything. They tell you go through their portal. They don't respond to the portal. It's like, what exactly do you expect people to do? Because you are the medical provider. You're the one that's providing the care. And

    You're saying you're providing care. You're saying that you're creating these networks because it's supposed to make things more efficient and it's supposed to help things along the way. You're adding these portals to help the flow of the process become more efficient. But all it is is adding a bottleneck because you have staff that don't necessarily have the time to sit there.

    and go through the portal request, or if they do go through the portal request, they put a response in and then they leave, what if there's follow up? What if there's issues? What if there's concerns? This space is so unpredictable. You don't know. I've been in this space now for over 20 years. And I've personally been a surrogate three times. I've personally been a donor six times.

    And I can tell you every single journey was completely different from the next one. So.

    Griffin Jones (10:24)

    I knew you were hardcore, Eloise,

    but I didn't know that you were a surrogate three times.

    Eloise Drane (10:28)

    Yes, I was a surrogate three times. delivered twins the first time, a boy the second time, and a girl the third time. And every single one was a

    Griffin Jones (10:35)

    Did you work with the same fertility

    clinic each of those three times?

    Eloise Drane (10:38)

    No, I worked with different fertility clinics.

    Griffin Jones (10:41)

    three different clinics?

    Three very similar experiences with regard to the clinic or were those experiences very different from one another?

    Eloise Drane (10:51)

    So, correction, so I worked with two clinics for two of the journeys and then another clinic for another journey. And I would say even the clinic experience was different. They were years apart, so things definitely had changed in that timeframe. But the journeys itself was as different as you and I are different. There's no one, two journeys that's the same.

    Therefore, there's not a process that you can just plug in and think that it's going to work out and it's going to be the same because it's not. Because what we're dealing with are human beings. We're not dealing with just names in a system. So you can't...

    Griffin Jones (11:29)

    think all of

    us nod our head and say, yeah, that makes sense. They're all different. But then we don't think about it too much of how they're different. What specifics can you recall, either from going through it yourself or from managing all these cases? Help somebody that doesn't understand or doesn't think too deeply about it the specifics of what makes one case different from another.

    Eloise Drane (11:51)

    Are you human?

    Griffin Jones (11:52)

    hope so.

    Eloise Drane (11:53)

    Okay. It's different. Think about it. Every single person in the universe is a unique person. So just because she's a woman and she's going to, she's agreed to be a surrogate doesn't mean she has the same feelings. Doesn't mean she has the same wants. Doesn't mean she has the same desires. Just because an intended parent has gone through infertility doesn't mean that they hold that space of what they've endured previously as someone else who did it.

    or who did just because somebody is a same sex couple doesn't mean that they're not going to have the same angst as somebody who's gone through infertility. Just because someone is a same sex couple doesn't mean that they're going to have any needs or, know, they might just say, okay, you know, I already knew that I was always going to have the situation. So for me, it's no big deal, but you can't go in assuming anything because when you assume you always turn around.

    and it comes and bites you in your ass. I hope I can swear under our shelf.

    Griffin Jones (12:54)

    Is it the patient

    concierge-ness that is so involved? Is that what you're saying here? that because people, they need so much handholding and so much, like they need responsiveness and...

    Eloise Drane (13:01)

    The full journey.

    Hello everybody.

    Not everybody needs hold handing. Not everybody needs the responsiveness, but everybody needs the care. Everybody needs the empathy. Everybody needs to think you care about their process, about what they're going through, about their journey, just as much as you care about the next one. No one is more important than the next one.

    When you are trying to reach a fertility clinic because you've ran out of medication and you need to get a refill and they tell you put the information in a portal. Great. I've done that. That was five days ago. No one's responded to my portal. Send me an email. Great. I've done that. No one has responded to the email. call me. Great. I've done that.

    No one is returning my phone calls. Okay, well, let's get the parents involved. Okay, the parents can't get ahold of anybody. Well, the agencies also have been trying, but the patient is the surrogate and the parents, not necessarily the agency. So you're sometimes at the mercy of whomever. So again, it's not because it's every single case.

    But the problem is that we cannot keep thinking that you, as they're putting it, that patient care is the most biggest priority and people are making sure that the patient care is what they're focused on. I'm seeing different on boots on the ground.

    In theory, that's what you might be focusing on. In theory, it might be, you know, that click bait that you're using. But I've been boots on the ground. The agency, my agency is 17 years old and I can tell you it's worse now than it was previously. And it's only getting worse. And I'm not gonna only pass blame on clinics. There are a lot of agencies that have started in the past five to eight years.

    all, you know, I started my agency because I'm going to do better than the next one because I didn't have a great experience and so forth and so on. And quite honestly have no business starting an agency because they don't know what they're doing. They've actually are causing more problems for the industry. They're causing more problems for fertility clinics. And again, I understand why clinics are doing things the way they're doing them. But

    My concern is that because you're doing them or because you have more patients coming into your practice or because your numbers are increasing and your P and L is going up, doesn't mean that the patient care is still there because what we're seeing is the opposite. Last year, just in, I don't know, a couple of months, we had numerous intended parents across the country asking for

    if we could recommend them to different fertility clinics because of the experience that they were having with the clinic that they were at. Not necessarily medical, but because they felt unsupported. They couldn't even get a phone call back.

    Griffin Jones (16:23)

    are meant to be improvements to the business. know how different theory is from practice. Your business is your most valuable asset. Mid-cap advisors maximizes the value of that asset in the market and they guide business owners at each step along the path to a successful sale and beyond. They've done that in the fertility field. They have people that work for them that have worked in the fertility field in different sectors. They have helped.

    people that have different types of businesses in the fertility space. They've represented multiple fertility clinics. The successful transaction isn't just maximizing financial gain. It incorporates a lot of the qualitative aspects. MidCap advisors is highly experienced in optimizing results on all sides of the tables. They've been owners, operators, buyers, sellers. This personal shared expertise makes MidCap uniquely qualified.

    to understand fertility clinic business owners situation. They develop long lasting personal relationships with their clients founded on incorporating their extensive industry research, their entrepreneurial expertise with their clients goals. If you're in the fertility space, you think I might want to sell my business in the next three years, five years, 10 years, call the folks at MidCap. We'll link to their contact information.

    in the show notes of this episode in the email where it goes out and just start the conversation because they don't charge anything for that. So reach out to Bob Goodman, Virginia Minhas, Richard Groberg, any of those folks from MidCap Advisors. Otherwise, it sounds like it's gotten worse in the past few years. Do you think, is it the portals, do they make it worse or are they just not better? So is it just the case that, you know, it was supposed to make

    this back and forth with the email going away? was supposed to make the phone tag go away and it didn't and it's just the same? Or have the portals actually made things worse in your view?

    Eloise Drane (18:23)

    I don't know if I can say the portals have made it worse.

    I think that the portals obviously are there to serve a purpose. And I don't necessarily think it's a bad thing. I just think that you need to actually have someone though they're checking those portals on a consistent basis. Because if that's how you're telling people to communicate and you want to keep the communication.

    streamlined and efficient. Great. That's wonderful. I think a portal then is perfect. And that's exactly what this should be doing. But is it really working? Because then if that's the case, how come we keep having intended parents complaining about the portal or the surrogate complaining about the portal that they've put information in the portal and nobody responds? So it's I don't blame it. The portal. Who was supposed to be managing the portal?

    Griffin Jones (19:17)

    It hasn't taken away the people issue behind it. Should the portal be automated in that sense? Are there areas where the portal can be automated? Or in your view, is there too much going on in third party that it can't be automated?

    Eloise Drane (19:20)

    Come

    I mean, I don't know if it can be automated or not. I'm sure it probably could be. And I'm sure that there's probably things that, you know, scheduling an appointment or something minor that doesn't need a human response can probably be automated for sure. But when you're going through something, when you need a question, when you have a question regarding medication and it's timed,

    and you're a donor and you're about to take a trigger shot and you're supposed to take it at, you know, nine oh four PM and you're reaching out because you have a question and you've sent it and you're waiting on this response from a portal that you sent at, I don't know, 12 PM and here it is five PM and you still haven't received a response and it's six PM and you know you're on crunch. What are you going to do?

    Griffin Jones (20:25)

    In your view, are one of these categories better than the others between independent practices, network operated practices, and academic institution practices? Are they all in the same boat or among those three, one or two of them tend to be better about patient experience?

    Eloise Drane (20:44)

    I can't say one or the other. they all have great points and they all have faults as we all do. I'm not going to sit here and make it seem like, where the end all be all and we're perfect and we don't have issues. We all do. It's, it's a business. There are going to be issues throughout the business. The issue is not about whether a network is better or an independent.

    one is better or you know one through a university it's better. It is about patient care. Do you have the proper staff who's experienced, who understands and who is responsive to that patient in order to be able to address their concerns? And their concerns isn't always about what medication I need, what my schedule is, what the issue is. Sometimes their concern is emotional. Sometimes their concern is

    I am literally biting at the bits because I just took my blood test and I'm waiting to find out if I'm pregnant or not and it happens to be on a Friday and I am waiting to see if there's results because you guys keep telling me do not take blood home test. So I didn't and now I'm waiting and

    It's now six o'clock on Friday. I took that blood test at 8 a.m. I never got a response. So Saturday no one called me. Sunday no one called me. Monday morning I'm still waiting. I'm calling. No one can respond to me because they're seeing patients right now. We've returned phone calls after 4 p.m. So from 8 a.m. on Friday morning when I took my blood test till 4 p.m. on Monday

    And this is not just a made up story. These are actual real life stories that we're talking about.

    Griffin Jones (22:31)

    And

    you're not just thinking of one example either. This has happened multiple times at multiple different places.

    Eloise Drane (22:33)

    Correct! Multiple times.

    Correct. Across the country.

    Griffin Jones (22:40)

    Did that get worse in your view in like a big spike? Like obviously COVID was probably a big spike, but you said even after 21, 22, it's only gotten worse. Have there been other big spikes or is this been more like a, just a solid trajectory of, it's getting less responsive, it's getting less organized? What's that been like?

    Eloise Drane (23:05)

    Oh no, I don't think it was a spike, but it has been gradually getting worse and worse. For sure. It definitely has been getting worse and worse. And you know, if it was just me saying it and just like, well, you know, I mean, we're the only ones really experiencing it. Fine. be it. But we're not, um, you know, just like doctors talk to other doctors, the agency owners talk to other agency owners.

    And we are not, you know, or should I say I am not the only one experiencing this. This is across the country, across the board. And it's not just agencies who are talking about it. It's the actual patients, the surrogates, the donors, the parents. They're the ones coming in, having conversations with us about

    these experiences that they are having. And the only thing that we can do is encourage them to go back to the fertility clinic and have conversations. And I do have to say that when intended parents have gone back and they've spoken specifically to the RE, things change. Not in all cases, but often once they do speak to the RE and say, hey, this has been happening, this has been going on, this is whatever, things change. Sometimes for

    a short while. Sometimes, you know, it fixed the problem. But unfortunately, that's not always the case. And I don't necessarily want to sit here and just pass blame on the staff either, because it's not always on the staff either.

    The industry, it's great that it's growing and expanding. And shoot, when I was surrogate the first time, wasn't nobody talking about surrogacy? It was a taboo thing. I literally had clients and I wish I was exaggerating, but I had clients who used to get the fake pregnant belly so that no one knew that they were working with a surrogate. They didn't want anybody to know that. That wasn't something that they wanted anybody to know. Now it's out, it's free for all.

    It's wonderful. And that is amazing. I'm happy that that has happened. But at the same time, we cannot forget the reason why we decided to become professionals in this space. When we raised our hand and said we wanted to do this and help somebody build a family, we take on that responsibility. And quite frankly, I feel like this space, this industry, the professionals in the industry, we are letting the people that we're supposed to be taking care of, we're not.

    Griffin Jones (25:34)

    I would expect you to be able to get an answer from a clinic if time has really gone past the time where somebody should have gotten a response. That's pretty frequent, but often you'd expect like, well, they're gonna pick up the phone for the agency or they're gonna put you on their list to call back faster. Did it used to be like that?

    Eloise Drane (25:43)

    No.

    It used to be.

    It used to be, but now, I mean, even to get access to a portal, we're told that agencies, they don't provide access to agencies on the portal list, just to the patient.

    Griffin Jones (26:05)

    So you are in the dark, you don't know what's going on. When patients have then come to you and said, we're not digging this, we wanna go to another clinic, who do you recommend? What do you do?

    Eloise Drane (26:08)

    Sometimes, yes.

    Well, we first find out if there's anything that we can do to help the situation at their current fertility clinic. And we do try to reach out to the clinic and like, hey, can we move this along? Can we, is there anything that can be done? And if the answer is no, then we give them recommendations of clinics that we know do have patient care and do.

    follow up and do community. mean, it's basic communication, basic. Just respond, respond in a timely manner. I mean, these weren't patients of mine, but friend of ours did IVF and it was the transfer was successful and that about nine or 10 weeks along went in for an ultrasound. There was no heartbeat.

    And it wasn't an RE who did the ultrasound. It was one of the nurses. The RE was unavailable. So they were told that someone would give them a call. That was like on a Thursday.

    Wednesday of the following week, no one had still called them. And she now knows, obviously, there's no heartbeat. She's miscarrying and no phone call, not a response on a portal, not an email, not a phone call. They kept calling. They kept leaving messages, nothing, to the point where she ended up in the hospital with an infection. So these are not

    This is not again something on a P &L that we need to be so concerned about. These are people's lives that we're dealing with. And again, it's not that I'm necessarily blaming staff, but at the end of the day, we all have a responsibility to do what we say we're going to do. And again, basic communication. If you say you're going to do something, then do it.

    Griffin Jones (28:12)

    I think what you are, what you're on right now is the epicenter of the patient experience issue, this issue of responsiveness. maybe I'm wrong about this. I might be wrong. I'm making it up without data. It seems to me like it might even be more important than bedside manner. And I think bedside manner is hugely important. Don't get me wrong. But this responsive, this responsiveness issue is one that operations.

    Eloise Drane (28:30)

    Mmm.

    Griffin Jones (28:37)

    can solve, right? Like there's only so much you can solve with the bedside manner to an extent. You can do some, you can do operational support, you can do training, you can match people with different personality types, but responsiveness, this is something that we're supposed to be addressing right now. It's been the complaint since I've been in the field since 2014. It sounds like from you and others that it's only been getting worse, not better despite these systems. We have a lot of systems that

    can address it or at least parts of it, but you still need the people to execute those systems and those systems really, really need to be properly implemented and they need to be checked frequently to make sure they're working because it sounds like they're not and the stakes are really high in this situation that you just described especially.

    Eloise Drane (29:22)

    Yes, the stakes are really high.

    Yes, the stakes are really high. But in addition to that, now you're adding in third party. So you've introduced a surrogate or a donor or both. And you as the clinic are now offering full service management. So you are barely communicating on the clinical side.

    But now I'm expecting you to communicate throughout the entire journey. And throughout the entire journey, it's not just I get somebody pregnant and then we help them at the end once the baby is coming. Because there's so many nuances throughout a surrogacy journey that you cannot predict. And what may something might look like it's going to be a simple, smooth journey ends up being disastrous.

    But you want to bring in third party services in-house because again, you feel that the efficiency or, you know, there's no regulation. So why not? We can do it better. We can assist the parents. We can make it more cost effective. But are you? Because just because you can't quantify somebody's emotional experience and you can't put a dollar figure to it,

    doesn't mean that you're doing better because you saved them $5,000 or $10,000 or whatever the case might be. At the end of the day, they are still human and everybody, including yourself, you have a child. There's nothing you wouldn't do for your child. So you mean to tell me that you're going to be okay with you half-assed God.

    information when you were going through the process on the clinical side. And now you're supposed to be being managed throughout the entire journey where you don't know anything of this process. You're trusting somebody else to take care of the most precious thing in your entire life to you. And you can barely get communication. just put a response, put an email or put a message in a portal and we'll get back to you. Are you kidding me right now?

    Griffin Jones (31:30)

    Does this ever make you feel like you need to do some consolidation? Like you mentioned a lot of those me too agencies, meaning like, we're agencies now too, that they can be causing problems. Would you ever think, well, you've got a little bit of book of business. Let me buy you or let me, maybe there are a couple of other independent surrogacy agencies. know what? They're solid. I need to merge with them, become partners with them. Do you ever think about that?

    maybe we need to consolidate over here on this side to match that scale so that we have more of a force when we're trying to get a hold of these folks or trying to advocate for the patients.

    Eloise Drane (32:10)

    Yes, I have, I do. And it's still something I still think about. But at the same time, I want to make sure that when it's done, it's done right and it's not half-assed. And there are agencies out there who are phenomenal agencies, who have been in this business for a very long time, who actually does really care.

    about the surrogate, parents, and ultimately the child that we are bringing into this world together. So yes, I definitely do think that there is possibilities for that. Am I ready for that right now? No. Because I want to, again, make sure that whoever you go to bed with, if you so to speak, that you're on the same accord.

    Getting into a network with other agencies is a marriage and you need to make sure that that is going to be a good marriage. And, you know, for a lot of people, you've started these agencies from nothing and you've built it and you've grown it. You've seen it grow to where it is. One, you don't want to just give it away, but two, you also want to make sure that you are equally yoked with that person.

    or that group or that other company that's coming in and making sure that you have the same values and that you can see the future together. Are you always going to see eye to eye? Absolutely not. My husband can tell you that. We've been together for 25 years and he'll always tell you that, no, we don't ever see eye to eye. However, we're willing to compromise. So, well, he's willing to compromise. I just keep going as I go. So here's that.

    Griffin Jones (33:51)

    Well said. My wife says the same thing. And I bet you see eye to eye occasionally. It sounds like you know what the must-haves for that type of partnership would be. and it could be just the opposite of some of the bad examples. You said many of these newer pop-up agencies have been causing problems. What type of problems did they cause?

    Eloise Drane (34:11)

    Yeah.

    So just because somebody has a uterus doesn't mean they qualify to be a surrogate. And unfortunately, some of these agencies don't know that or they don't care. And they are not properly screening candidates as they should. They're getting medical records, matching them to an intended parent and saying, here you go, they're ready to go.

    And then leaving it up to these fertility clinics to review the medical records and kind of be the bad guy and says, no, sorry, she doesn't qualify. When in reality, all of that should be done way before an attendant parent gets matched to a surrogate. And these agencies that are starting, they really do not understand the magnitude of the decisions that they are making when they tell somebody,

    Yes, you can be a surrogate. And I have heard, known of agencies that will get medical records, fudge medical records, you know, because again, for them it's, well, she wants to be a surrogate and I really want to help her. Well, that's great.

    She wants to be a surrogate, she doesn't qualify to be a surrogate. That's why there's qualifications involved, because it's not for everyone. I shoot, I wish that I could be a pilot and get on my own plane. But one, I'm afraid of heights. So I mean, I'll get on a plane, but I'm not going to be a pilot.

    But two, it's just reality is there's some things for you and there are some things that are not for you, regardless of whether you want them or not.

    Griffin Jones (35:52)

    What are the upstream consequences to clinics of putting an unqualified surrogate through the process?

    Eloise Drane (36:01)

    that this woman could literally cause harm to herself, cause harm to this child or both. And then of course in turn cause harm to these intended parents. We're not playing with toys. These are life or death situations. We're playing with human lives. Like this is not a joke. It's not something that you can just think like you can come in and it's not gonna be a big deal. You are taking on a humongous responsibility.

    And we have a responsibility to the parents, we have a responsibility to the surrogates, and ultimately we have a responsibility to the children we're helping to bring into this world. And we have a responsibility to try to give them the best opportunity to have a healthy outcome when they are born. Is it always going to be the case? No. Can we play God? No. No one is trying to sit here and play God. But at the same time, we, when we say yes,

    we're willing to do this, we have a responsibility to make sure that we follow the guidelines and the directions that are set forth so that we can give them the best opportunity that they can have.

    Griffin Jones (37:09)

    Doctors have a responsibility as clinicians. Business owners have a responsibility to their business. They have a responsibility to work with the best partners and get the best outcomes, especially when it comes to the time of their exit. MidCap Advisors is a persistent, reliable partner. They provide you with industry insights. They provide you with strategies to maximize value.

    They've been experts in mergers and acquisitions. They provide professional resources for optimizing these very complex transactions. They're very proud of the end-to-end service model that they provide and they will meet with you. They will talk with you. They won't charge you anything for that consult. You'll get to meet some of these folks. Maybe you them at the meeting, Dr. Virginia Minhas, Bob Goodman, Richard Groberg. Maybe some of these names are familiar to you in these faces. They'll provide you with

    business analytics, they'll help you discover more of your own. They've worked on industry-leading valuations and achieve those for their clients. They have a six-step transaction roadmap. You might ask them about that for a little bit of more information. They have a very high transaction close rate. They've got a big referral rate from previous clinics that have worked in the space that are very happy to speak on their behalf. And they've also represented clinics

    who've transacted with them multiple times because they did such a good job the first time that they come back to them. So if you're even thinking, maybe it's 10 years down the road, five years down the road, especially if it's any less than that, these are people that you want to talk to. So we'll put their contact information in the show notes and you'll be able to find them in other places to click on. But it's MidCap Advisors. Go to midcapadvisors.com. Whether you're talking to Richard Groberg, Dr. Minhas or Bob Goodman.

    Let them know that you heard about them on Inside Reproductive Health and check out MidCap advisors. Otherwise, who do you think is, what are the examples that really good agencies have done? So you said, we're not the only really good agency out there, but you've been doing this a long time and you know what's good and you know what's phoning it in. What are those things that the agencies that do a really, really good job and have earned their stripes in this space? What are the specific things that they're doing?

    Eloise Drane (39:24)

    So first, they are bringing in candidates, requesting their medical records, are reviewing their medical records or have physicians that are medical professional reviewing their medical records. They're doing background checks, they're doing full psychological screening on the candidate as well as her partner. They...

    are doing an evaluation on her, understanding what her lifestyle is, understanding what her background is, understanding what her motivation is. They, I mean, for us, we also do a home visit on all of the surrogates that we work with. And they're preparing her, not just.

    we're checking off these boxes, but they're also having conversations with her to make sure she fully understands what it is that she's getting herself into. Because we all know, every pregnancy as a woman, you put your life at risk, whether you're caring for yourself or somebody else. Unfortunately, the...

    Maternity care in this country, I think, has definitely declined from years past, especially for certain demographics. And it is where we really need to be careful on who we accept into the program, how we vet them, how we prepare them, how we ensure that they really are good candidates.

    And a lot of these agencies that have been doing this for quite some time, who have painstakingly gone through various experiences that you can't just fake it till you make it type of thing, they are doing the right work because they know and they've experienced like, well, if I don't, this is what could potentially happen. And so therefore,

    They are making sure that they are providing the intended parents with a good candidate to give them the best opportunity to be able to have a healthy child.

    Griffin Jones (41:29)

    These folks, want to improve patient experience. Maybe they say they are more than they're actually currently successfully achieving that, but I know that it's important to them, meaning the practice owners, the network folks, the operations people, know that it's important to them to improve patient experience. I definitely know that it's important to them to get as many of these third party cycles as they can do done because they like money, they need it too, like the rest of us.

    They don't want to just lose patience because after it already takes so long to even find a surrogate, now there's a couple months of even being able to get your treatment started. They definitely don't want that happening. So let's say I'm one of these network CEOs and we have our big annual meeting and all my docs are there, my third party coordinators are there, and I hire you, I pay you, Eloise Drehan, to come in and consult my team.

    What do you want them thinking about? What do you want them preparing for for the future?

    Eloise Drane (42:30)

    Really it is, what I would want them to do is realize that third party is layered. This is not just IVF with a few extra extras. It's its own thing. And it's a whole different experience. Emotionally, logistically, all of it. And there's no one size fits all. Every journey is different. And what works for one case might completely fall apart from another. And it's not predictable.

    And if you want to take on the responsibility of saying, we're going to add third party services to our business model, OK. Who is there that has the experience and the understanding of this process that is working on your team? And don't just tell me, well, we hired somebody because she's been a surrogate before.

    That means nothing. She's had her one experience. And I know a lot of people will say, well, you were a surrogate and you started an agency or there's many of other people who are just surrogates and started an agency. But yeah, many of them though, including myself, I started an agency after working in corporate America for 15 years and having an MBA and being in business and

    Then I started an agency and also when I started an agency 17 years ago, it's vastly different than what it is right now. So you can't just start an agency just because you've been a surrogate one time and you think you're qualified or you can't be hiring somebody that's been a surrogate one time and think that she understands the

    magnitude of people's different emotional beings. Because you're dealing with a lot of different personalities, different experiences, people from all different walks of life coming in and you have to handle all of it. You have to be able to manage all of it. That's why all of my team that are client facing are licensed social workers. Yes, some of them have been surrogates before, but

    They also have to have the professional experience. It's great to also have the personal experience as well, but you have to be able to know what you're doing. You're not, again, playing with toys.

    Griffin Jones (44:52)

    Louis Jane, I enjoy following you on social media. Two or three years, people can fake the funk for. 17 years has a way of weeding out the phonies from the real. And I'm glad that you were fair, you were kind about what's going on, but I'm glad that you didn't pull any punches. I wouldn't have expected you to, but you were as authentic here as you've been on social media, and people need to hear about it because...

    We're aiming for a target. We've got to be honest when we're not hitting a target. And we need to be hearing from the people with a lot of experience that have been in the weeds. And so we're going to also include information about your firm, Family Inceptions, and we'll tag you in all of those places. I hope that people reach out, and I look forward to having you back on the program.

    Eloise Drane (45:39)

    Well, I appreciate Griffin. And there's one last thing I actually want to say too. I think that if we don't start making changes, just like the adoption world back in the days where the government had to step in and come and regulate, what's going to prevent it from happening here? And that is the last thing I want happening is government stepping in to regulate anything in this space.

    Griffin Jones (46:03)

    very well said. Thank you, Eloise.

    Eloise Drane (46:05)

    Thank you.

    Griffin Jones (46:06)

    All right.

Family Inceptions
LinkedIn
Instagram

Eloise Drane
LinkedIn


 
 

246 M&A Strategies For Small Fertility Practices, Before It's Too Late. Dr. Brijinder Minhas, Robert Goodman, Richard Groberg

 
 

Today’s episode is paid content from our feature sponsor, who helps Inside Reproductive Health to deliver information for free, to you! Here, the Advertiser has editorial control. Feature sponsorship is not an endorsement, and does not necessarily reflect the views of Inside Reproductive Health.


What’s your exit strategy?

For single providers and small fertility practice owners, the difference between a multi-million dollar sale and walking away with nothing often comes down to timing and preparation.

This week on Inside Reproductive Health, I sit down with Bob Goodman, Richard Groberg, and Dr. Brijinder Minhas of MidCap Advisors to discuss:

  • The current state of fertility clinic mergers & acquisitions

  • Why many fertility MSOs are preparing to sell their networks

  • When it’s too late to maximize your practice’s value

  • How selling with a competitor could radically increase your exit price

  • The biggest risks that lower your practice’s valuation

If you think you might sell your practice in the next 10-15 years, now is the time to start planning. MidCap’s team works with clinic owners to increase their valuation and secure the best possible deal—and they don’t charge fees unless you get paid.

Don’t leave money on the table. Listen now to learn how to secure your financial future.


FREE PRACTICE OWNERSHIP LIST
Who Owns Each Fertility Clinic in the U.S.? Discover the Ownership Status of 450+ Fertility Practices

  • Get a comprehensive list of every fertility clinic in the USA. Updated October 2024

  • Find out if they are:

    • Independently owned

    • Part of a fertility clinic network

    • Affiliated with an academic/health system

  • Stay informed about consolidation trends in the fertility industry

  • Perfect for independent practice owners and industry professionals--see who is still independent! 

Download it now for free – just fill out a short form on the next page and get instant access.

  • Brijinder S Minhas (00:00)

    In our field, in the fertility world, outcomes, clinical outcomes are extremely important. You know, no network, no buyer wants to take on a practice that has substandard outcomes. And so we look at that very carefully. We look at

    Personnel costs, know, personnel costs are one of the biggest costs in a practice. We look at that. Marketing costs, you know, is the marketing effective? are you getting a payback on your Are you doing enough marketing? Are you doing too much? So all of these things feed into the equation and that's, you know,

    Richard Groberg (00:29)

    may not be doing enough.

    Robert Goodman (00:32)

    Yeah.

    Brijinder S Minhas (00:37)

    that all feeds into our assessment. And we do all of that prior to being engaged by the client.

    Griffin Jones (00:54)

    Make a couple million dollars or close up shop with nothing. That can be the stakes for single providers or small practices. For some, it might simply be too late. For others, my guests point out what you might do as a small fertility practice owner or single provider to prepare for a much better financial picture with far more and far better options during the last decade of your career.

    It's Bob Goodman, Richard Groberg and Dr. Briginder Minhas. Bob was a health system operator. Richard was the chief development officer of Clinic Network and Briginder was an embryology lab director and fertility practice owner among many other things for all of them. Today, all three of them work for MidCap Advisors. Richard is a recent addition, though he's done a lot of deals in the fertility space on both sides. They give us an update on the fertility mergers and acquisitions market and

    what the fertility clinic MSOs are doing. Did you know right now many of them are preparing to sell their networks? So they share with us what they're doing to prepare. But we tailor this conversation to the small practice owner, the single provider. We talk about when it's too late for a practice owner looking to sell, when they need to start preparing to have a successful exit, how they might be able to radically improve their sale value by going to market with one of their competitors.

    how MidCap has done that multiple times and how they help competitors get their financial house in order and come together before a sell. Other factors that buyers of clinics perceive as risks that decrease the value of your practice.

    If you think you might sell your practice in even the next 10 years, even next 15 years, talk to any or all three of these gentlemen. There's no risk to you. Midcap doesn't charge any fees unless you have a payday. Take advantage of their knowledge. They are very patient, very knowledgeable, very consultative because they know it's a long-term relationship. They know all this takes time. Connect with any of them through our channels. We'll have different links.

    tell them you heard them on Inside Reproductive Health, or just ask me and I'll make a warm introduction for you. Whatever you do, don't put it off until it's too late. You worked hard to build a practice. Don't walk away with nothing, or don't walk away with hundreds of thousands of dollars or millions of dollars less than what you could have walked away with. The earlier you take some of these actions, the much greater return, so get in touch with MidCap.

    and enjoy the conversation with Robert Goodman, Richard Groberg, and Brijinder Minhas.

    Griffin Jones (03:43)

    Dr. Minhas, Mr. Groberg, Mr. Goodman, Brijinder, Richard, Bob, welcome back to the Inside Reproductive Health Podcast.

    Brijinder S Minhas (03:51)

    Thank you.

    Richard Groberg (03:51)

    Good morning.

    Griffin Jones (03:52)

    Richard,

    what's happening in the fertility marketplace with regards to mergers, acquisitions, deals? How does it look in the broader context of the market? How does it look and feel compared to how it may have two or three years ago?

    Robert Goodman (03:53)

    That's good.

    Richard Groberg (04:06)

    Well, there's still significant investor interest in backing what we call the PE back groups. It's still a well-regarded area. Having said that, a number of the PE back groups seem to be positioning for sale or trade at some point this year or perhaps next year. Between that factor and

    Thoughts about recession and interest rates are still high. There's less &A activity than there was two years ago, but there's still selective groups that are very interested in strategic acquisitions, whether it fits within their existing network or it's an area that they want to be in.

    So that still remains fine. I will say that over time, as these PE back groups either merge or trade, whoever's buying them is probably not buying them to own a static business, but to buy a business that will grow. So at some point, the growth surge of &A activity will revive again to where it was two and three years ago.

    Griffin Jones (05:06)

    For those that are still selling, there might be less activity, but for those practices that are still being bought, are they going at similar multiples to where they were two or three years ago or have we seen a drop?

    Richard Groberg (05:20)

    Back in late 22 and 23, multiples started to come back to reality. This past year for acquisitions that made sense for the buyer. In multi-doctor practices, multiples started to move back up a little bit when it made strategic sense. And since there were fewer multi-doctor practices out there anymore, the laws of supplies and demand were such that

    They started to trade back at premiums, not where they were in 22 and late 21, but still started to trade back up again.

    Griffin Jones (05:54)

    For those network groups that may be going to sell, do you think you'll see them merge with each other and some will sell to each other? Or do you think that it'll simply be their private equity partners selling to some other private equity group that might not be in the space yet?

    Richard Groberg (06:12)

    Well, if we look at the trends over the last couple of years, most of the major transactions were one group merging with another, often backed by new PE money. So I think we'll see both. The largest PE firms in the world are still looking at the fertility market, but they're also trying to rationalize where's the growth with the changing environment of fertility with more third party payers, lower reimbursement rates and more mandates.

    So I think we'll see a combination of both. But when, for example, when two groups merge, their economies of scale at the macro level of those groups. So we'll still see some of that.

    Griffin Jones (06:54)

    Are we waiting to see who goes first? Is that why we haven't seen a lot of too many of these networks sell yet, or at least those that have been trying to sell for a couple years? Is the marketplace trying to see who goes first and sets the stage for the multiple? What's happening there?

    Richard Groberg (07:11)

    I think there's some of that and I think with some deals that didn't happen last year, some of the groups are, okay, let's focus on improving performance, tightening up the ship, much like MidCap does when it's working with its clients so that when the market does start to open up again with the first transaction happening, other groups then are likely to follow.

    Yeah, I think that.

    Griffin Jones (07:37)

    Bob and Briginder, what's going on with single physician REI practices? Are they straight out of luck?

    Robert Goodman (07:43)

    I'll take that. No, they're not straight out of luck at all. Although there are some limited opportunities in some respects, when you look at the practices, you know, if it's someone who's 65 or 68 years old that says, maybe now I should do something, that's a little problematic. If you've got a relatively young or young REI, a single

    practitioner and a practice, but he or she is interested in growth, looking at new opportunities. I think then we've got somebody to work with, not on an individual basis, but to look to combine them with some others who are in the same general geographic area that are of like mind. And I think that's where we have opportunity to kind of virtually bring them together and then take them to market together.

    One of the things that we do at MidCap when we look at combining practices is that we look for economies of scale. We look for their opportunities to reduce lab costs, reduce staffing. And just as importantly to see if over time, if there's a way that we can improve reimbursement as well for them. So they're not out of luck, but you got to be very creative.

    and they have to be a lot more open to ideas that maybe they weren't open to previously.

    Richard Groberg (09:00)

    If might add, I've worked on and seen a few transactions over the last couple of years, even where a PE back group has strategic reason for acquiring a practice, either because they have enough practices and physicians in reasonable area where they can provide the support for that practice, or they're merging it into an existing practice, closing down the smaller practices lab and providing significant economies of scale to both the seller

    and the buyer in terms of both economics and work-life balance.

    Griffin Jones (09:34)

    Is that pretty much their only option? If they don't go in that route, are they pretty much looking at hoping for luck and having a younger doc come in and buy them out or just closing up and getting nothing? Is that pretty much the alternative if they don't... If they're either not a strategic choice for a network or going to market with another group close to their area?

    Brijinder S Minhas (09:55)

    Well, you know, it's been a bit of a mindset as well. And I think it's imperative that the single doc practices out there start thinking creatively, start thinking earlier on. I was just thinking about it a minute ago.

    If you're in a marketplace, you've been competitors all your lives. There comes a point when you start thinking of an exit or start thinking of a sale that it would behoove you to improve your relations with your colleagues in the marketplace. mean, even CAP, during a lab inspection, one of the questions is,

    Do you have a backup for your lab? So this is not just a backup for a lab, this is a backup for the practice. So I think start thinking about improving your relationships with your colleagues in your areas and start opening dialogue and start thinking about economies of scale. How can you come together? Where can you save? How can you improve the EBITDA?

    Richard Groberg (11:09)

    Yeah, mean, Griffin, we're working on a couple of situations at MidCap with a physician who might be five years or seven years from retirement, but a one physician practice. And if he or she doesn't find an alternative, her practice has no value at exit. But if that physician is willing to partner with an existing competitor, then...

    In addition to the economy's scale, in addition to the better productivity and work-life balance, instead of being worth zero, that physician is part of a combined business that's now more profitable and gets the multiple of a healthy multi-doctor practice at exit. So can be a tremendous win-win across the board if the physicians are open. We've seen this in other industries as well, where competitors suddenly join together.

    and then have a much better situation professionally and financially.

    Robert Goodman (12:08)

    Yeah, we've also seen the other side of it. Where there's markets where the doctors have competed against each other fiercely throughout the years and have, you know, it becomes very personal sometimes. And in some cases, especially if they're, I'd say, especially if they're a little bit older, because it's gone on for much longer. It's impossible to sometimes to crack through those old issues.

    and to have them see sort of the light that could be attained for them. so, you know, they're going to, it's not going to work for them. you know, where there's an opportunity to create a wealth strategy for themselves as a result of selling their practice, that's just, it's not going to happen. So we try as hard as we can to make them

    see the light, but it doesn't always work.

    Brijinder S Minhas (13:00)

    But with age comes wisdom as well. When you're looking at the end goal, if you can see that your competitor has a bigger lab or a better lab, we've got to realize that most of the cost is in the lab. Closing down one lab and functioning out of the larger lab

    Richard Groberg (13:03)

    Let's hope.

    Brijinder S Minhas (13:27)

    would be better in terms of outcomes, clinical outcomes. That's why the patients come to us, is to have a baby. And secondly, it also positions both practices to exit and get a much better multiple and a much better transaction value.

    Griffin Jones (13:47)

    Are you recommending that they merge together and become one business or can they go to market together without having merged?

    Robert Goodman (13:57)

    We tend to try to bring them together virtually for a variety of reasons, not the least of which is the cost. If we can virtually market them to one of the platforms or someone else for that matter, they will go through a merger and the cost of expense for that, the legal expenses and that sort of thing, but they'll do it in effect once and not twice. And so there's some economy.

    in that regard.

    Richard Groberg (14:24)

    I mean, there's a balancing act there, Griffin. If I'm a buyer and you're merging simultaneously with the transaction, then you don't know whether the cultural fit that Robert talked about will make sense and all the economies to scale are pro forma. Now, you might be able to overcome that. Whereas if they've merged and they've been working together for three months or six months, then you actually have demonstrable proof that it's working.

    and it's easier to then market to an acquirer.

    Griffin Jones (14:53)

    How do you get them to get their act together to portray this possibility to a buyer? I'm picturing the three of you guys sitting two people down and saying, no, you're going to sit down and you're going to like each other and you're to be on your best freaking behavior when these people come to meet with you. How do you do that?

    Richard Groberg (15:12)

    even in a fertility practice where physicians have been practicing together for a while, they don't necessarily all get along or do things the same way. But the advantage we have is we've got lot of gray-haired people who've got a lot of experience with &A, and Briginda and I who've actually worked in fertility practices, sold fertility practices from both sides of the table.

    So we bring an insider's perspective to what needs to get done and what the pitfalls are and the landscape and what it means if you do it right. So it takes some hand holding and yes, it takes some proper counseling. But again, we've got some gray hairs who've been there and done that.

    Robert Goodman (15:54)

    Yeah,

    and my experience has less been in the fertility space in terms of being an owner and a buyer or a seller, but I've done it in other healthcare sectors throughout the years. And in many respects, it's no different. Obviously, specifics of how does a fertility practice operate versus diagnostic imaging center or a FCT business or whatever it might be, those are obviously those.

    but the dynamics of selling and the purpose behind them and everything else, all of that is largely the same.

    Richard Groberg (16:26)

    especially when you're dealing with positions.

    Brijinder S Minhas (16:29)

    When our team goes in, know, we can look at it with a fresh pair of eyes. And just because you've been doing something for the past 20 years in a particular way, there are other ways to do it. And if the clinicians and the practice owners are agreeable to that,

    We can show them ways that eventually will help them, will improve their outcomes, and will set them on track for a good, nice transaction.

    Griffin Jones (17:04)

    Tell me about how you do that specifically. How do you bring two competitors, or people who had historically been competitors, together virtually, as you say, how do you do that specifically before you bring them to potential buyers?

    Richard Groberg (17:04)

    And also frankly,

    Robert Goodman (17:17)

    Well, we run what we call process. And so what we do is we asked for a lot of data, financial data mostly, but staffing data and whatever. And so we look at that, we ask for that data using NDA and everything else, we'll say with it from both of the practices, as as we use this too. so as we get to understand the...

    dynamics, the financial dynamics and everything else associated with a given practice and we do it simultaneously with another one, that's when we can begin to say, hey, let's look at this. Maybe here are some economies, here are some things that we can do, some adjustments we can make in this practice in and of itself and the same thing in this practice. But boy, if we can put these together and as Brijinder has mentioned, as has Richard,

    that we shut down a lab in one of them and that sort of thing. That's when we begin to sort of mold everything together. And at the same time, we try to be, not try to be, we are, we're open with both groups and they have NDAs between themselves as well. And so, everybody likes to hold things for as long as they can in terms of disclosure. so we are sensitive to that and we allow for that in the process.

    up until a certain point in which we have to say, guys, we need to share certain things among you. And so we kind of try and do it that way.

    Richard Groberg (18:45)

    It's a little bit easier though, Griffin, because...

    Brijinder S Minhas (18:45)

    And we don't want folks

    to get the idea that the only way to do this, get two groups together is to shut down the lab. No, not at all. It may be that they are miles apart in terms of just travel distances and it's sharing of staff, sharing of responsibilities. And you know.

    the age-old saying, you you can't always control your revenue, but you can always control your expenses. So bringing your expenses down improves the financial picture for the combined entity. And that's what I think we can bring to the table very easily and very quickly and effectively.

    Robert Goodman (19:29)

    Yeah.

    Richard Groberg (19:30)

    when you put two practices together like that, you're no longer going to market with a one physician practice. You have multiple physicians, so you've taken away, relieved the biggest risk for a buyer of acquiring a one physician practice. I just want to make one more comment, Robert, sorry. Is that Griffin, when two groups are actually in this discussion with us, it's because they're thinking about selling.

    Robert Goodman (19:47)

    See you.

    Richard Groberg (19:55)

    So there's a predisposition that opens them up to possibilities that they wouldn't otherwise think of because they're thinking about selling and understand that as a one physician practice, they don't have a lot of options.

    Griffin Jones (20:07)

    Brijinder you talked about reducing expenditures. And I'm wondering if there are expenditures that are more common among single doc groups or they tend to maybe waste money or have to spend more money on certain things. Richard, I'm thinking of one of the first interviews I did with you and you talked about how business owners often they'll put this expense that's really more of a personal expense on the business and that vacation that's a business trip, they'll put...

    and it shows up as an expense and that can affect their multiple because of how it looks with their EBITDA. Is that more common? Are there other expenditures that are more common among single-dot groups?

    Richard Groberg (20:45)

    Well, that's the case with most practices of any size and part of MidCap or any other investment banking group working with them. The QV analysis will figure out what those are, add those back to show true profitability. you take a one, I'll give you an example. There was a one doctor practice that I worked with a couple of years ago that was potentially merging into a multi-doctor practice. This one doctor practice was generating a million and a half dollars a year.

    of revenues, of collections, but not profitable between their lab costs, their staff costs, their marketing, insurance, all the overhead, apart from those personal expenses. And if that practice had successfully merged into the other practice and generated the same volume, it would have probably generated half a million dollars a year of profit to the combined group because

    To pick up another 100 or 200 cycles, you don't need significant incremental front desk staff, nursing staff, lab staff. You might need a little bit of incremental. You combine marketing. You don't need more insurance. So all those expenses that are duplicative get saved when you're putting two groups together into one.

    Griffin Jones (22:02)

    Are there times where you all have to have hard conversations with people because especially if they've been competitors for a long time, they're probably thinking, my group is definitely way more valuable than this guy's. And then you get into things and is it sometimes the case that even though they might be the similar size that one group just has a lot more?

    economic value than the other and you have to have hard conversations with folks.

    Richard Groberg (22:31)

    I think the better question is when do you not have to do that if you've got two competitors merging? Of course.

    Brijinder S Minhas (22:33)

    Yeah.

    Robert Goodman (22:37)

    Yeah, yeah, I mean, there is a formula. You you've mentioned EBITDA a few minutes ago. And so what we try to do in terms of valuing things is say, look, combined, you guys generate $2 million in EBITDA, but a million and half of it comes from this group and a half of a million comes from this group. And that's how things are going to be split. As odd as that sounds in terms of

    of that seems pretty straightforward in terms of value. That's still a difficult conversation.

    Richard Groberg (23:08)

    yeah, might, again, a one doctor practice that's not making much money still thinks it's worth.

    Robert Goodman (23:15)

    Right. A whole lot more.

    Richard Groberg (23:16)

    much

    more than the economics. And there are some creative ways to structure. They've got a surgery center that can be sold to a third party, non-related to the business, selling off equipment, what happens to their AR. So there's a lot of creative financial engineering that we help with.

    Griffin Jones (23:34)

    We're talking about single doc groups, can we kind of put like two doctor groups? Are they generally in the same bucket, especially if both the docs are older? Are they often in this situation? And I can think of a situation where it was a two, maybe a three doctor group and was going to sell and there was a younger doc who was an associate and one of the partners was saying,

    I don't know if we can continue with this doc. I think we might have to part ways. And I was saying, try to avoid that at all costs because that's probably gonna be the tune of a lot of money for you with regard to multiple. Is that the case? And what advice would you have for those that are maybe two docs or maybe they've gotten associate, but we're not sure if this is working out.

    Do they need to make it work out?

    Robert Goodman (24:21)

    I'd say for the most part, yeah, they probably do because one of the biggest concerns I think that any of the buyers have is who's going to take over this practice in two years or three years or whatever. And we've got to transition it over even before that. And if you bring to the table somebody, you the seller, bring that person to the table, that adds value. And I think you said that before yourself. And if you don't have that...

    It's not a showstopper. It just makes the transaction that much harder at the end of the day because they have the recruitment is is you know becomes a big factor and as you know as we all know, know the number of REIs that are available is somewhat limited and despite the fact that OBGYNs or GYNs are are coming into the mix and providing certain services you know, they're not they're not they're not REIs and and

    You know, they add value up to a point and some add value fully, but they're still not necessarily board certified REIs, most folks.

    Richard Groberg (25:21)

    Yeah, I can

    tell you from two doctor practices to four doctor practices from when I was selling practices to having recently been on the buy side. If you're not, if the transaction itself is not taking care of and locking in the younger physicians, the buyers either are going to pay a lower valuation because they're going to take care of the lower physicians or require you to. And I've seen a lot of transactions recently where

    The sellers, the buyers have required the seller to give some of the rollover equity or bonuses to the younger physicians, vesting over time to lock them in. Again, otherwise, you're buying something where your principal asset is getting ready to retire and leave after cashing out. So it's important to be able to have, lock in the next generation of leadership.

    Griffin Jones (26:10)

    Bridginder, what's the timing that doctors should begin to think about this? you'd said a bit further out, think people often think, well, I'm not gonna retire soon. But to them, they think, I'm not gonna retire within two years. And so therefore, I don't need to think about it. But it's further out that they need to start thinking about this, isn't it?

    Brijinder S Minhas (26:34)

    I would say if the thought process is that you want to retire between 65 and 70, you should start this process of start talking to folks or get your house in gear. I'd say start at 55.

    Griffin Jones (26:51)

    That's a lot of time in advance. Why so much time?

    Brijinder S Minhas (26:54)

    because it takes time. It takes time to get your mind hewn into the whole concept of, know, suddenly I'm gonna be working with other people. I'm gonna have to be more mindful of colleagues. I'm not gonna be calling all the shots. And if you've been doing that all your life, it takes time to...

    get that mindset ready. you know, even in a situation where we've got the physicians have a reasonably long runway, the buyers want five-year contracts, you know.

    And if the contract is any less, like it's three years, the valuation goes down.

    So are there others?

    Griffin Jones (27:41)

    How do

    people react to this idea when you talk to them about it? You've worked with a lot of different fertility doctors in big markets and maybe they're a single-doc group, but there's a couple other single-doc groups in that market. When you talk to them about the idea of, maybe we should also try to find someone else for you to go to market with.

    Are they familiar with this idea typically? Have they thought about it in depth typically by the time you've talked to them? Or are you dropping a bomb on them that they've hardly considered?

    Brijinder S Minhas (28:12)

    It works both ways, but I think it's, we've all three of us have been having conversations and in fact, Scott as well, conversations in the field. And slowly, I think it's really, it's catching on. It's not that much of a bombshell. I think folks are coming to the realization that this is probably one of the best ways.

    that they are gonna achieve their goal.

    Robert Goodman (28:39)

    Yeah, we've been for the last few years doing email blasts pre-ASRM, even pre-MRSI and especially in the ones pre-ASRM. We try and talk about different topics and we always talk about one of them, the single doc practices and the things to look for and the things to think about. And so we've been trying to plant that

    seed, others too, not certainly up to us. And so I think to Brijinder's point, we try and get that out there. And even in the podcast, Griffin, that you did with Brijinder and I last year, we had some discussion about this as well. So we really try and point this stuff out as early as possible that they should consider these combinations as well as

    other physician recruitment for themselves as early as possible. It's daunting to consider a single doc practice hiring another REI. It's very expensive and they don't typically have the resources to do it. And so that's, we try to soften the blow by at least having, hopefully having these people read about it and think about it.

    Richard Groberg (29:45)

    The closer they are to retirement, Griffin, or the closer they are to thinking about retirement, the more receptive they become to this idea. And I've seen this in other areas of healthcare, because if you're 10 years from retirement, the thought of partnering with your competitor isn't attractive. But if you're thinking about it and it's getting closer to reality, and you see that you've got no alternative, other than perhaps bringing in a

    a junior partner who's going to cost you money upfront and wants their equity for next to nothing, they become more more receptive to the concept because there are fewer alternative scenarios.

    Robert Goodman (30:20)

    Right,

    because the alternative, if they don't do any of those things, is close up shop and, you know, sell somebody your chart or something like that. And, you you'll get $14 and that's about it.

    Griffin Jones (30:34)

    Yeah, that was going to be my question, Bob. Do you meet with people sometimes and you're just like, I'm sorry, it's too late. I can't help you. Does that ever happen?

    Robert Goodman (30:44)

    It's happened to me even prior to coming to MidCap. I spent some time working in the dental roll-up space and I definitely found it there where there were single dentist practices out of their homes, that sort of thing. We've all seen those and maybe we've even gone to those kinds of docs. And they're 65, 68 years old and it's like,

    Okay, I'm ready to go. Now what do I do? The ship has sailed.

    Griffin Jones (31:16)

    Yeah. Donate your equipment

    to a medical brigade going down to South America. That's pretty much what you can do at this point. How far apart can clinics be and still do this strategy? Like, do they have to be within 50 miles of each other? Can a clinic in Cleveland do this with a clinic in Detroit or do they have to be much closer typically?

    Robert Goodman (31:21)

    Yeah.

    Richard Groberg (31:38)

    geography is different if you live in New York City or LA or Chicago. Ten miles is a lifetime. But in other areas where, again, I've seen situations like Brijinder mentioned before, where they're far enough away that the labs make sense to stay open. But if one practice has three physicians and it's an hour, an hour and a half drive,

    Brijinder S Minhas (31:49)

    Yeah

    Richard Groberg (32:07)

    then you suddenly have physician support so that a one doctor practice, he or she can take a vacation. If they've got a big batch, they've got help with it. And there are some economies of scale. So every situation is unique. And sometimes it makes sense to merge them. And sometimes there are enough economies to scale without merging and closing facilities that it still works.

    Griffin Jones (32:33)

    You guys, MidCap has a reputation for being very helpful. From my experience, you all are very patient. Sometimes I feel like too patient. I want to come in and tell them like, wrap this up, move stuff along. But you all have this reputation for coming in and helping people even if they're not quite sure if they're going to sell. they're thinking, well, maybe we'll think about it in a year or two. You all have this sort of MO about earning the business and just

    building relationships. And so I've seen it where you all have come in and helped people with different things, even though they might not be engaged with you or they might not be selling their practice right now. Why do you do that?

    Robert Goodman (33:16)

    Well, I've been at MidCap the longest, so maybe I can answer that a little bit. It's a little bit of the philosophy within MidCap to do that. The healthcare vertical within MidCap is just one of the verticals. And MidCap's been around a lot longer than the healthcare vertical. And so I think some of it comes out of the philosophy of the original founders.

    And some of it, I think, comes out of our other managing director who's been there longer than I have, Scott Yoder. Obviously, know you know him and hopefully the audience that is listening to this knows Scott as well. So it comes out of him as well. And I think it's done him well during his years as a banker. I think

    I think it's the right way to go because selling your practice is like selling your child. And so it's a very emotional sort of thing. I mean, there a lot of people that are definitely dollars and cents focused and that's it. But people in the fertility space are way more emotional about things, I'd say, than some others, some other areas.

    Brijinder S Minhas (34:09)

    Very emotional.

    Robert Goodman (34:25)

    So it just takes time for people to get to really get comfortable with the idea of doing this. now that being said, do we try and push hard at different times? Of course we do. Because it's sooner or later, you know, we want to get a transaction done and we want to be compensated because the approach that we take is that we only get paid when a deal closes. And so

    We try to make sure that the folks that we connect with are of the right mindset. They have the business quality as well as the financial quality that will ultimately yield a good result for us. But we've got to push them along sometimes. But it does take time. And I think people do appreciate that.

    Richard Groberg (35:08)

    There's another reason why it's important to build a relationship. Selling a healthcare practice is not like you sell your home and the day it closes, you move out. Okay. In this case, when you sell a healthcare practice, in most cases, the next morning, you wake up and go back to work. But now you're not the landlord who owns your practice. You have a partner that paid a lot of money to buy your practice. There are some things that are going to change.

    and you have to coexist. So it's not just the dollars and cents of the deal. It's also finding the right partner and the working relationship and subtleties in the terms. And I've talked about this in some of my past podcasts with you and the fact that we've got people with significant healthcare experience and Bridginder and I have been in the industry, having those relationships formed over time helps.

    work the sellers through this very complicated once in a lifetime process that's not just I'm selling my house and I'm moving out tomorrow and I never have to deal with this again.

    Griffin Jones (36:12)

    What do you do when you come in and your incentives, your interests are very aligned with the practice owner because you're not taking some sort of retainer engagement upfront, you're being paid when they get paid. So it's in your interest to make sure that they have a healthy business. What are you doing in those times before they're ready to sell to get them prepared for whatever option they might choose in the future?

    Brijinder S Minhas (36:40)

    It really depends on the individual situation, know, the needs of the of the practice. I mean, we we look at it with multiple eyes and we look at every aspect of the practice. We get a lot of data, a lot of data, financial data, clinical data, and then come up with a a so-called composite picture, a composite evaluation.

    And sometimes, and we've experienced this, the time is not right, you know. All three of us have seen it where we say, well, I think you need to wait six months or wait a year, or this needs to be fixed, or this needs to be fixed, this needs to be fixed to be in a much better situation.

    Robert Goodman (37:28)

    And sometimes those same people, Brijinder's referring to, they have, they've already set some plans in motion for growth. And so we encourage them to continue those activities and let's see how that growth plays out. Cause if it does play out in the way that they think it plays out, that just puts them in a better position, puts us in a better position to help them as well.

    Richard Groberg (37:50)

    Yeah, and Griffin, if you go back to my selling a house analogy, before practice actually goes to market, that significant work we do is like, again, when you're selling a house, you don't just put it on the market. Someone comes in and sees where there are nicks or cracks or things that need to be cleaned up or touched up or improved or or, you know, something we need to wait six months until the market's better in order to do something. But.

    Unlike some of the other groups in the industry that represent sellers, we actually have experience in the industry. You can roll up our sleeves and work with those practices to position them at the right time and with the right, again, cleanup and modifications and posturing.

    Robert Goodman (38:34)

    Yeah, and I've been talking at various conferences over the years on behalf of MidCap and always talking about getting your house in order. And typically we are using it, selling your house as an example. In some cases, it's, you know, changing out furniture or bringing the landscaper in to make some changes outside, you know, or whatever it might be. But some of it's cosmetic and a lot of it's not. Richard talked about things that are not cosmetic.

    although maybe a little bit, but some of it's not cosmic. Some of it's like, you should get that radon test done maybe beforehand or something like that to see if you've got a problem.

    Griffin Jones (39:11)

    What specific advice would each of you give to practice owners?

    Richard Groberg (39:17)

    Every situation is unique. It's just like a fertility doctor can't prescribe the treatment for a patient without blood tests and lab tests and consultation and a diagnosis. And that's part of what we do is we've got to diagnose the practice. then those specific recommendations are custom designed and tailored.

    by analyzing each practice discussion with the owners and our understanding of the markets and who potential buyers are and what they're looking for.

    Robert Goodman (39:46)

    Right.

    If you've seen one practice, you've seen one practice. They're not all the same. There's obviously a lot of similarity. so and we all draw from our experiences and whether they're from the fertility space or working with dentists and ophthalmologists and others where I've dealt with from time to time in the past or surgery centers, whatever it might be. There are so many things that you can draw from and try to work with these folks on.

    And we have the credibility, we have the experience. I've been involved with four businesses and have successfully sold at least two of them. And I mean, personally. So, we've been there, we've been C-suite guys and in large healthcare businesses and other places. So, we think we have credibility and yeah, gray hair goes along with it.

    Brijinder S Minhas (40:37)

    One, two.

    Just a couple of points, know, Griffin, you ask a very important question. In our field, in the fertility world, outcomes, clinical outcomes are extremely important. You know, no network, no buyer wants to take on a practice that has substandard outcomes. And so we look at that very carefully. We look at

    Personnel costs, know, personnel costs are one of the biggest costs in a practice. We look at that. Marketing costs, you know, is the marketing effective? Is it, are you getting a payback on your marketing? Are you doing enough marketing? Are you doing too much? So all of these things feed into the equation and that's, you know,

    Richard Groberg (41:18)

    Or are you doing enough? They may not be doing enough.

    Robert Goodman (41:23)

    Yeah.

    Brijinder S Minhas (41:27)

    that all feeds into our assessment. And we do all of that prior to being engaged by the client.

    Robert Goodman (41:35)

    Yeah, and

    you know, we've had a lot of experience with a lot of practices. And now with Richard on board, I know we're going to be able to home this even more. And although we don't try to always talk about this, you know, we have a body of data that says this is what we typically see as the percentage of revenues that you're spending on marketing. And we see some people spend way above that. We see some people.

    spend way below that. I'm just using that as one example. And so, you know, we try to understand what they're trying to accomplish with whatever it is they're doing and say to them, how is it working and how are you judging whether it's working or not? In some cases, we find that, oh, yeah, we do all this stuff and blah, blah. But so, and how do you track it? Oh, I don't think we do track it. So there's a lot of things that we try to help them with.

    Griffin Jones (42:30)

    I hope that people take advantage of this and get in touch with you. I hope they do so before it's too late. I hope they do so as they're starting to think about things and not further down the line when you could have helped them even more. We'll be putting your different ways of being able to contact you in different places and people can always ask me for an introduction. But I consider myself to be someone that's pretty middle of the road.

    pleasantly persistent when it comes to sales. You all are so much more laid back than I am. And so you're all easy to talk to. Anybody that I've introduced you to has been happy that they've had a chance to talk to you. And it's just an easy, very, very low risk. I hope that some people take advantage of you. A lot of people already have.

    And I look forward to having all three of you back on the inside reproductive health podcast. Thanks for coming on gentlemen

MidCap Advisors
LinkedIn

Dr. Brijinder Minhas
LinkedIn

Robert Goodman
LinkedIn

Richerd Groberg
LinkedIn


 
 

245 Barriers to Scaling Third Party IVF. A Call For Guidelines In Genetic Testing. Dr. Mili Thakur

 
 

Today’s Advertiser helped make the production and delivery of this episode possible. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the Advertiser. The Advertiser does not have editorial control over the content of this episode, nor does the Advertiser's sponsorship constitute an endorsement of the guest or their organization. The guest's appearance is not an endorsement of the Advertiser.


Genetics is nobody’s baby—or at least this week’s guest seems to think so.

Dr. Mili Thakur, an REI, geneticist, and consultant through Genome Ally, joins us to break down the gaps in genetic testing, the impact on patient care, and why ASRM and others must step up to set industry-wide standards.

Tune in to hear:

  • The risks inconsistent genetic testing poses to patients and clinics.

  • How the lack of standardization creates unnecessary workflow burdens.

  • Why genetic discrepancies hurt patient retention and third-party treatment conversion.

  • The missing tools needed to improve third-party IVF programs.

  • Dr. Thakur’s call to action for genetics companies to step up and lead the charge.


Maximize Success with Proven Donor Screening and PGT-A Testing
Your Fertility Practice Deserves the Best in Genetic Assurance and IVF Technology

As the largest and most diverse network of donor egg banks, MyEggBank helps clinics provide a trusted source of donor eggs.. 

  • Comprehensive Donor Screening: Every egg donor undergoes genetic carrier screening and a certified genetic counselor’s risk assessment for maximum safety.

  • Enhanced Embryo Health: To improve success rates, MyEggBank offers a “Single Euploid Embryo Program” which includes PGT-A Testing that guarantees one least one euploid blastocyst embryo, for transfer

  • Expanded Reach & Resources: Join a network of over 250 clinics to connect with more aspiring parents.

    Visit MyEggBank dotcom to expand your program with confidence.

    Screen. Test. Succeed

  • Dr. Mili Thakur (00:03) An amazing opportunity for the field would be to recognize that genetics is here to stay, that we should address these risks, that we should train young professionals, that we should provide more investment in that space and provide support to our labs. Like all the labs, whether they be PGT labs or carrier screening labs or product of conception labs, they should be supported. They're industry, but they do need our support. in terms of guidelines. Griffin Jones (00:40) Genetics is nobody's baby. My guest sometimes feels like that from her bird's eye view, yet so much of the future of third party IVF and IVF at large depend on genomics. Dr. Mili Thakur is an REI, she's a geneticist, she practices at the fertility center in Grand Rapids, Michigan, and she's a consultant on complex cases for fertility centers across the country through her consultancy Genome Ally Dr. Thakur says all of the PGT labs, carrier screening labs, gamete banks have different standards, tests, and definitions. She gives examples of the risks that these discrepancies bring to patients and consequently clinics. She shows how the lack of a common standard increases workflow for providers and patients. And you can see how these examples negatively affect patient retention and conversion to third-party treatment. Dr. Thakur calls on ASRM and others to set standards and guidelines for genetic testing in IVF and third-party IVF, and she shares the missing tools needed for fertility centers to be able to increase their third-party IVF programs, increase the quality of care, and improve the patient experience. Will you be involved in this center of excellence that Dr. Thakur calls for? I'm glad My Egg Bank made this interview possible, even though they didn't have control over its contents because they're committed to the field. They're invested in quality in their genetic screening, but I'm calling out the PGT labs here and the carrier screening labs here. Genetics companies, you all have been awfully quiet the last two or three years. You've been playing defense. The current state of genetics is a barrier to scaling IVF. Go back on offense, show your commitment. to the field, show us what you're doing to make it safer and better and give a platform to professionals like Dr. Mili Thakur. Griffin Jones (02:46) Dr. Thakur, welcome very pleasantly back to the Inside Reproductive Health Podcast. Dr. Mili Thakur (02:51) Thank you, Griffin. I'm excited to be here. Griffin Jones (02:54) It's great to have you back, Mili. I want to say this is your third time. What are the issues that clinics are facing today regarding genetic testing for third party? Dr. Mili Thakur (03:06) I think we have a few ongoing issues that we've had from the beginning of this whole portion of third party reproduction. The first one is I think the discrepancy in the different type of carrier screening panels that are being used for screening of donors, whether it be like sperm donors, egg donors, different clinics and different banks are using different carrier screening panels. And what it does is from time to time, you would have recipients who would need to be retested based on what the donor was tested for, because the clinics that are using the carrier screening for the GEMI donor, or the bank that is using it, they are using different panels. And I think that adds to the workflow, it adds to the frustration. And then the second issue that I think is very core of what donor conceived persons are looking for is there is no standardized way right now for us to have medical updates be communicated, whether it be communication of a health issue that came to a donor or whether it was like one of the children or offspring that was conceived through the use of that donor gamete, if there was an update, if there was a medical illness or some sort of a family history that arises from that conception, we don't have a standardized way of informing the banks and then also a standardized way of how the banks communicated back to the donor and also the sensitivity of the matter of like how multiple families can be affected if there is like a a medical update that comes from a genetic condition that arises from a child that was conceived using a donor. So those are your primary two main crux issues. I think another issue is also we need guidance and ASLMS provided some guidance, but of how or which conditions in genetics that we are screening these donors for, which conditions are... contraindications or exclusions for the donor in a very strong sense of a way, and then which conditions are to be dealt with case by case. And every bank, every clinic is right now dealing with those issues on their own internal levels. And every bank is deciding what they're going to be doing. So we don't have a standardized way of how or what constitutes an additional medical risk. How do we provide that safety to the recipients? that we all agree on those guidelines of like these conditions are an exclusion. You know, there is some guidance from ESRM, but I don't think we have like stringent guidelines. And then another thing that I would like to bring, which is like being brought up a lot from the donor conceived persons is that they are looking for open identity donors. Like what that means is at least one option of contact when the donor conceived person is 18 or more, they're looking for one contact or one phone call or one email with the donor so they can get some sort of medical update from the donor and have that connection. And I don't think there is a standardized way of how we are taking care of that at the current time. Griffin Jones (06:28) Tell me about every bank and every clinic deciding what they're going to do, know, assessing if there's an additional medical risk. What are the implications of that? How does that look specifically in the real world? Dr. Mili Thakur (06:41) So I think if you look back at the guidance that ASRM has provided, there are certain things that we all agree on that should be looked at in a donor. So most banks and most clinics are obtaining at least a three-generation family history, and there is clear guidance about infectious diseases because FDA has the oversight on that, and there is guidelines of which conditions have to be tested. Those guidelines get updated pretty quickly, so most labs are doing a pretty good job. But when it comes to like genetic testing, if you look at the guidelines, the three conditions that the ASRM mentions that every donor has to be looked at and has to be excluded for like cystic fibrosis, spinal muscular atrophy, hemoglobinopathies, and then for egg donors, fragile eggs, you know, should be tested and they should be excluded. But in the real world, that is very less conditions. when this is like a... situation involving donors, even for like other couples who are trying with their own gametes, we use panels that are now ranging between 100 to 600 or 700 disorders. So in terms of like donors, when these expanded panels are being used, different clinics and different banks are deciding which panel they are going to use it for. And if the... GEMI donors, that means the sperm source and the donor or the egg donor and the sperm source are going to be tested by different panels, then you really need genetic professionals to be able to match those panels correctly, because there is conditions that they may not match for, you know, or there might be some conditions that are one panel and not the other. So because there is no standardized way or guidelines as to which panel we agree on. ACMG has done an amazing job and come up with 113 conditions that they think should be on all panels. However, in IVF clinics, most of us are using panels that are larger than those. And it just depends on what the clinic or the network has decided to use the panel, those panels would be bigger. And the same thing between different banks, they use different kind of panels. So, you know, there is a huge issue with this not matching up and either the recipient needs to be retested, which is most likely what we end up doing, you know, or there is additional workflows that needs to happen. Plus also there is a chance of missing some sort of a safety risk. if the person who is matching those panels for that individual is going to be a non-genetic professional. Griffin Jones (09:31) So what do REIs typically do in that situation? Do they just kind of go with whatever the lab says to them? Who do they defer to? And then what do they do next? Dr. Mili Thakur (09:44) So I think for most of the REIs who are working in a practice or a network will have a donor coordinator or a donor coordination team. so in those practices where there is a donor coordinator, I think it is one of the job description in their center to be able to pick up that risk and then address it with an appropriate, either a genetic counselor that works on that network or bring it up to the REIs attention that, you know, the donor is tested by a smaller panel than the recipient was tested, right? So most of us would like in an ideal way to be able to only work with one egg bank and one sperm bank and we match the panel in our clinic, but that doesn't happen in reality. When you're looking for a donor of a certain ethnic background or some sort of like additional things, then you have to go to multiple other banks, also from the recipients. You know, they're also doing financial calculation at the back end and they might not want to work with just one choice of an egg in a sperm bag. So if you're going to work with multiple banks, either we come together as a field and define that standardized panel that we all agree on that these are the few hundred conditions that should be tested for in everybody. And in an ideal world, make that happen. Otherwise we strengthen our donor coordinator. teams, you know, there should be a genetic professional that should be available to them, whether it's like an in-house genetic counselor, whether you rope in, you know, outside genetic counseling services or work with somebody like me, you know, who has the know-how of being able to tackle those kinds of issues. Griffin Jones (11:28) You talked a bit about how that adds to the workflow. For example, the recipient needing to be retested. What other additional workflow it comes about from this sort of thing and what does that do to the provider and support staff? Dr. Mili Thakur (11:44) Yeah, so I would like to highlight that with the patient story. So recently I saw a patient who was going to be using an egg donor. And the reason of them using an egg donor was that both of the partners are carrier of mutation in one of the genes, right? So they first tried to do a PGTM with their own eggs, but the woman has diminished ovarian reserve, so they only made two or three embryos. All of them were affected or raneuploid. So they couldn't transfer those embryos. Now they were looking for an egg donor and this male partner was tested by a big panel. He came back as a carrier of the condition that was already known. But when the female partner looked at the test report, it looks like that that particular lab has actually has like some sort of a deficiency in looking at that particular gene. every... carrier testing lab has its limitation technologically. So this gene actually was listed as a limitation and they basically wanted to make sure that I test the egg donor now with a diagnostic test instead of a carrier screening test that matches the panel. So the fine print of these carrier screening panels have to be understood. What I mean by that is it's not just the number of conditions on the balance which we are requesting should be matched, but also we have to understand that not all genes on those panels are done with the same amount of technological, you know, accuracy. There are some genes that have pseudo genes associated with them or can have other limitations. And in those cases, you know, you can miss some sort of genetic risk. So the workflow around that is having enough support in that workflow, we should have processes in place where we can pick up those issues in a more streamlined way. So the intake history of the donor, the intake history of the recipient, making sure that there is... no areas that are going to be missed just because different sorts of like questionnaires were used or there was a questionnaire that was screened one place in a paper chart or in an electronic medical record, but the whole picture doesn't come together. So there should be, we should be using tools and we should be using, you know, resources to be able to pick up those risks and be able to address the risk for every single condition that is of concern. Griffin Jones (14:11) As genomics and third party IVF become further woven together, clinicians need the confidence of working with egg banks that are maintaining the highest industry standards in genetic screening, an area that My Egg Bank is very proud of. In other words, from people that are very familiar with the issues that Dr. Thakur is describing, not just because they're reading about them, but because they're going through these same issues themselves. My Egg Bank requires all egg donors to undergo genetic carrier screening in accordance with guidelines from ACOG, ACMG, and ASRM. My Egg Bank mandates a genetic risk assessments by a certified genetic counselor for all egg donors, incorporating minimum three generation family history review. The donors reported personal and family histories encompassing medical, developmental, and psychological factors are summarized in a detailed report for a clinical review. Donors may be excluded if their history suggests an elevated risk for serious conditions beyond standard background risk. If your clinic is looking to do more third-party IVF, check out the resources that MyEgg Bank has for you. Go to myeggbank.com/clinics. That's myeggbank.com. You mentioned limitations for carrier screening, specifically technological limitations. My uneducated view would have been everybody's got the same technology and you wouldn't expect some people to have certain limitations more than others. Tell me about why that isn't the case. Dr. Mili Thakur (15:41) So there's a few things that go into the technological limitation. One of them is the methodology that is being used and what is the assessment of that particular gene. So what I mean by that is, for example, most labs are going to be able to, most carrier screening labs are going to be able to sequence for most all the genes. But when there are specific genes that have nuances about their testing, different labs may have limitations about reporting out on that particular gene. And also, is like different labs will have different ways of confirming that test result. So for example, we all know that cystic fibrosis is an important gene. they will be able to sequence the whole gene. most every lab is able to do it. But when it comes to reporting out the 5T variant or the AGG reflex testing, different labs are taking different times because either they have the capacity to do it themselves or they send it out and then report it back. The same thing with like for your AGG interruptions with fragile X gene. Most of the labs are sending it out to a third party and it takes some time to get those reports back. for that particular variant to be tested. Then you have internal databases. All of these labs, the way they report out the analysis of that genetic test is the databases that they go back and reference the mutation that they are finding out. And right now a big issue in our field is that the carrier screening reps are using different types of terminology to report out those test results. So if you look and compare head to head these different carrier screening labs, some of them will report out the C dot, which is the DNA change. They will report out the P dot, which is the protein change. And then some of them will give you the common name of the mutation. There are some famous common names that we all know about, and they will report it out a certain way. Other labs will just give you the C dot and the P dot. And then if you go a few pages down is where they will explain what the variation is. Another thing that we have kind of found an issue is that some of these labs, because of their databases not being up to speed to what it should be for like diagnostic testing labs, will actually report out inconclusive test results. Like they would say, we found this variant is usually associated with autosomal dominant or recessive form of state of condition like Alcadine phosphatase deficiency, right? But they will say in our database or according to us, the results is inconclusive. So when that happens and that's reported out, if it's going to be used by any other individual for risk assessment, you need to do more testing or you need to do more investigation to assess that risk. So even though we are all feeling pretty good that carrier screening labs are doing a good job, they have certain limitations in certain genes or the way they have their databases and then the way they report back results. So sometimes when there is a risk of cystic fibrosis or any other condition, I would like them to unmask the variant of uncertain significance because say the partner already has cystic fibrosis, they have congenital bilateral absence of vast difference, they have two mutations for cystic fibrosis. Now I want to unmask the variants of uncertain significance in the woman. And there are some labs that are very easy about it. You submit a variant of uncertain significance form, they will update it in a week and you get the test results. And there are other labs that just don't report out radiance of uncertain significance. So because there is no standard guidelines of which disorders should be tested for, whether or not there is good mutation detection rate for that particular gene, whether or not we have good phenotype for those conditions, and whether or not we have like a good... risk assessment for that condition, these conditions are now being added to the panel. So there are some panels that can be over 600 conditions or more. When you start to go into the less frequently found conditions, the mutation detection rate goes down, you know, because we don't have data from those rare conditions. Plus also your rate of like phenotype, like for us as a genetic professional who has to counsel on those positive test results. Sometimes the mutation that is being picked up in these rare condition is not even well defined. There's only like a few people that have been reported with those mutations. So when you're faced with that kind of situation, because the either the donor bank use that panel or the clinic use that panel, that condition was on there. And now we have to counsel as to whether or not the patient needs PGTM or whether or not they should not use this donor. You know, there's going to be expertise that's required and the frustration to the recipients or the families that are using these donors is the essence of time. They now need an additional step to address that risk. They have to either do diagnostic testing or we need to look at the literature and we have to provide appropriate cancelling and then they have to move forward. And I think another important thing that needs to be addressed is pre-test counseling. Pre-test counseling, both for the donors and for the recipients as to like, what are they being tested for? What are we going to be finding? Because with these, some of the larger panels, some of these over 600 gene panels, there are about 60 to 70 X-linked conditions on there. We all know about Fragile X and everybody tests for Fragile X, but then there are these very rare X-link conditions that are on those panels. And if you're gonna use an egg donor and the egg donor comes back for one of these rare conditions, then a case by case analysis has to happen of whether the risk is something that should exclude that donor from the bank or whether they can be kept in the pool. And I think this is something for the field and everybody in this current time to decide because if you use screening criteria, right, that are very wide, then you're going to go down on your donor pool. Like if you're looking for certain minorities and ethnic backgrounds and you put a big panel, you know, there will be something or the other that will come back as a positive risk and then you won't be able to use those donors. And it would be fine in an ideal sort of the way if we had like unlimited genetic professionals in the field. But when there are these bottlenecks about how that risk is being addressed and the next time you can see somebody is going to be a couple of weeks, then they're gonna order the testing. So imagine somebody who wants to have a baby as soon as possible, it adds to that whole workflow. Griffin Jones (22:39) You mentioned the C dot and P dot, the differences in terminology. How familiar are REIs with the differences in those terminology? it the same thing of like, there was PGD and PGS and now we say PGTA and PGTM. Is it that familiar to people and all they have to do is code switch in their mind or is the difference in terminology, can it really be confusing for an REI. Dr. Mili Thakur (23:06) So just to give you an example, So Delta F508 is a variation or a pathogenic mutation that is in the cystic fibrosis. We have all known it for Delta F508, right? If that's written somewhere, I know it's a classic cystic fibrosis mutation. If the female partner is also a carrier of that terminology or the common name for that gene, you know, but when we try to look at the C dot and the P dot, which is some labs are now just reporting at that and they don't put in the parentheses the old name of that mutation, the one face the famous name, then every REI and their team will have to go back and like look back at that information and say, what does this mean? Because for most of us, even the genetic professionals in the field, we don't remember or like try to remember the C dot and P dot for every single mutation that's out there because that C dot will have a number at the beginning. and then they will have some letters in there. So I think my personal preference is for them to be stringent, report out the C dot and the P dot, but in the parentheses, say, AKA, or like earlier name was this, because then at a glance I can tell, this is our classic cystic fibrosis mutation, or for like biotinase deficiency, there is a very famous mutation that doesn't cause any phenotype. But now with some of the labs just reporting out, the exact medical terminology, the C-dot and the P-dot, you have to go back and double check what they're talking about. I think, again, we need guidelines. Like anything else, we should have a consensus among us as to which are the conditions, how are they going to be reported, and then where on that carrier screening test result, if you look at the average carrier screening results, it's like seven to 10 pages long. And sometimes the description of the positive gene is going to be three pages down. And unless you've trained your team or you work with a genetic professional, sometimes, you know, things can get missed. So. Griffin Jones (25:08) You say that we need guidelines. You've also said that we need tools. Does the need for guidelines precede the need for tools in your view? Dr. Mili Thakur (25:19) Yeah, I think first of all, we have to agree as to in the current time, what are the conditions that we all feel should be tested for? That should be the exclusionary if somebody is a positive carrier for those X-linked conditions. Like even if we sorted out the X-linked conditions and had guidelines of like, this is how many conditions we all should be testing for. And then. I think the guidelines precede the tools because the tools. Once you build them, you know every iteration of them, you can add different things. But to be able to first have the field come together right now, if you as many practices out there as many networks are there, they are deciding their panels on multitude of things and you know multitude of things as clinical utility is one of them, you know, but also the cost to the. to the recipient is one thing. Then the ease of ordering the test is another thing. Can you order it through the EMR? Can the results come back to the EMR? Can the patient go any place to get this blood draw done or is a kit supposed to be shipped? So what clinics are trying to do, because they are trying to serve a lot of families, they are also looking at their logistics and the logistics and the clinical utility of the panel may not match. At the end of it, we should keep our patients in the center of this and see what is going to be the safest option for them, yet it should be the best experience for them. So they don't feel the back end work that we are doing. Right. So if a patient walks in, they have no business of like what they are going to be tested for. They're just banking on the medical team to try and make sure that everything's going to be fine. Right. So Griffin Jones (27:04) Who should the guidelines come from? Should they come from ACOG or should they come from ASRM or ACMG or because you would like to think that all three of those bodies would share the same guidelines, but maybe they would have different views. Who do you see as being the source of truth for setting the guidelines? Dr. Mili Thakur (27:22) I think for the fertility industry, for IVF and those who are on family building, the guidelines should come through the physicians, the stakeholders in the field along with ASRM. And the reason why I say that is when ACMG is coming out with guidelines, which they already did, there is 113 conditions in there, their primary focus is that we should have enough risk reduction, right? That means that there should be risk reduction of a genetic condition happening to the family, but they have to balance those risks against the cost of the test, against the anxiety that's brought on by a positive test. And most of the times they also have to balance against utilization of resources perfectly fine. Now we are expecting new guidelines to come from ACOG. ACOG is due for a guideline to come for the carrier screening here soon. In my mind, feel like ACOG has to balance the risk of carrier screening during and preconception. So during conception, during a pregnancy, if you use a very big panel, there's going to be unnecessary anxiety that's going to come through to the patient. Because the patient's already pregnant, there's not going to be much that you can do at that point, right? For us in the preconception space, in the fertility practices. Our patients are looking for the best option so they can have the risk in front of us. Many of our patients would rather have a bigger panel, be able to pick the best scenario for themselves or if they're using a donor. And the mindset that a patient who's going to be doing IVF is much different than a mindset of a patient who's already pregnant. So I think Even though we should cross check the guidelines with what ACMG is saying and ACOG is saying, they have to be limited in those panels because, you know, the pregnancy is already there. A lot of OBGYNs that I work with and I give talks on a regular basis as part of my role at genome ally, they're doing panels that are 14 disorders. There are even OBGYNs in some areas that are doing only four conditions and they're fine with it. Right? But for us, are used to like hundreds of disorder panels. We already have developed workflows for those panels. Our panels are not going to be as small as four or 14. I don't think anybody in the whole United States is using 14 conditions in an IVF setting, you know. So our guidelines are going to be a little bit broader and it should come from the stakeholders. Stakeholders, I mean, is a large percentage of the business of practices is now through networks. And, you know, I think it would be a great idea for, for, ASRM to organize some sort of a brainstorming panel. And I know these, this type of stuff has happened before for other guidelines that we come out with, there should be like a brainstorming panel where stakeholders are in there. And then we come up with clinical utility of those, those panels. and then also the logistics of those panels. And then, you know, those guidelines should be broad enough to be able to cater to a fertility patient who's doing this in a preconception setting and not doing it during pregnancy, which is more limiting. Griffin Jones (30:41) Is that in motion at all? Is there anything that you know of ASRM putting this together? Have you proposed the idea to them? Dr. Mili Thakur (30:44) you No, I haven't proposed it, but like in my dreaming, you know, there's multiple things that I dream about and this is one of those things. You know, I would, I would like a few things. One of them is, you know, we come up with a panel that most everybody agrees to use. Most labs agree to do it. Most labs have the expertise to do it so they can have like a comparison. It doesn't matter if you were tested by X panel versus Y panel, you're tested for those conditions, right? And then another thing is like, the way these tests are being reported out. Like if there was some sort of a standardized way of how carrier screening reports should look like, one after the other, this is how we are gonna call these mutations, this is how we are gonna report these mutations, and then this is how we are gonna give a joint test report, that would be best. Because right now what is happening is the joint test report, if the physician, some REI practices have not set up a joint test report, they don't even know about a joint test report that comes out at the end of it. And if they haven't set it up, then they have two separate test results. And then their teams are trying to address the risk in a very manual way. So if I can walk you through a scenario, some practices have both male and female partner get tested at the same time, blood work gets done, and then their test reports come back. But right now, depending on practice to practice, some practices are still testing the female partner first. Then you find out she's positive, then you test the male partner. First, you have to track down the male partner, have them come back for a blood draw or a saliva sample, and then you have to kind of get the test results. the test results are coming in two separate... time zones, right? They're coming at two different times. Then you have to put them together. Then somebody has to look at the risk and then somebody has to address that risk. So each practice right now is, is the challenge is to make that workflow internally and address that risk. Griffin Jones (32:47) Hopefully we can make your dreams come true. There are a lot of docs and officers from ASRM that listen. Jared, a lot of the committee chairs and others listen. So hopefully that idea could come to fruition. you foresee any resistance? If you were to take a counter view, could you make any sort of argument? from either someone at ASRM or any of these bodies that would say, that isn't a good idea and here's why it isn't a good idea. Dr. Mili Thakur (33:19) No, I think like every lab that I work with, and I work with most every lab that does genetics in the reproductive space, has the good of the patient at the center. They would like to be able to help the patient, the family, and then the physicians. They definitely want to make it easier for the physicians to take care of the patient, to address the risk, to be able to give that information. So I think we just need the time and space you know, to be able to think about it. There's been so much talk about regulations and standardization in the reproductive genetics field, you know, and I hope that we will get that time to be able to organize some sort of a brainstorming session, trying to get all the stakeholders on one table and for a few days they can like discuss about what sort of testing should be that they want. And hopefully what that will do is for the future generations, for the future clinics, they will not have to go case by case on deciding what has to happen. Like if we all agreed on these kind of regulations, the same thing about medical updates. I talked about the medical update and right now we don't have a standardized way of getting an update. If we got an update manually, the genetic counselors working at the banks have to call the donor. you know, are they able to reach the donor and what sort of like consent process has happened at the donor bank? And I am told by those who work in the banks, it's not the same everywhere. Every bank has a different way of consenting the donor and whether or not the bank will be able to reach them back. you know, another sensitive topic is how to disclose that medical update if say a child was conceived using donor egg or donor sperm. and they had a medical condition that happened to them. Now, when that information comes back to the bank, most of the time the family will reach out and let them know that, you know, our child was diagnosed with a certain condition. An example is an X-linked condition, right? If an X-linked condition is there, then it would be good to be able to test the egg donor. And, you know, right now we don't have a standardized way of how that update comes to the bank, how that information is given to the rest of the persons conceived through that same donor. So I think it would be good to address those issues as we move along. Every time we talk about these things and raise awareness, it improves the process. Griffin Jones (35:46) For fertility practices seeking to enhance their donor egg programs, My Egg Bank offers key advantages as it continues to adapt with the merging fields of third party IVF and genomics. First, you gain access to a shared platform, allowing you to house and display donor profiles directly, serving your internal patient population efficiently. Second, the network's reach is significant. So as you're looking for an egg bank that does have a multitude of donors that can afford to increase the standard of their screening. That's MyEgg Bank with over 225 affiliate clinics in North America. MyEgg Bank provides unparalleled visibility for your donor profiles, expanding your program's reach to a wider audience of aspiring parents. Finally, MyEgg Bank prioritizes clinical excellence, employing state-of-the-art protocols developed by leading embryologists and clinicians. So when there's a variance of standards, you wanna go with people that have the highest of those standards and that have that clinical and embryology background caked throughout their DNA as an organization. This ensures the highest standards of health and safety, giving you confidence in the quality of available donor eggs. In short, partnering with My Egg Bank offers enhanced in-house capabilities, expanded market reach, and the assurance of top tier clinical standards. If your clinic is looking to do more third-party IVF, check out the resources that My Egg Bank has for you. go to myeggbank.com/clinics. That's myeggbank.com/clinics. We talked about guidelines. Tell me about tools. What additional tools do clinicians need? Dr. Mili Thakur (37:25) I think clinicians need a really good tool of... putting everything together in one place. So what I mean by that is depending on their EMR system, being able to access the reported three generation history of the patient, right? The medical questionnaire that's reported out for the donor and the recipient, and also be able to keep all the genetic test reports inside one portal per se would be an amazing thing. Because right now what is happening is the different types of questionnaires or test reports are scattered in different parts of the EMR. So if somebody wanted to quickly reference them, they would have to manually do it in their own system. Like mostly donor coordinators are great on doing that. Like they have kind of make a made shift way of how they keep track of all of these information. But right now, you know, at the grassroots level in the clinic, That is one of the important things to be able to keep that. Another tool I think that we need is to be able to double check some of the history. So sometimes what I worry about is when there is self-reported history that is being obtained from a donor, many important conditions can be missed. So there's clear guidelines from like ASRM about what constitutes an exclusion in a family history. So one of those conditions is autism and autism spectrum disorder. So if the donor themselves or a first degree family member has autism or autism spectrum disorder, they will be excluded. The same thing for cerebral palsy, the same thing for severe mental health conditions like bipolar disorder or schizoaffective disorder or mania. But when we are taking that self-reported history, depending on how the donor is feeling about reporting them that day, they may not be reporting it out. either the clinic can take the onus of it, or we could have tools that are already built where the donor can report out the history. Somebody can double check that portion and then. you know, ask the donor again and make sure that there is no children in your family or your first degree relatives, brothers or sisters who had intellectual disability or autism spectrum disorder, like make sure because as a consulting physician, right, I consult for a lot of practices in the US and I have had consults with cases where there was actually a known risk. It's just that the egg donor just did not report it out at that time. When the history was being taken, it's a self-reported history. They're reporting it out and somehow it got missed. then come to find out the child conceived from that donor actually had the genetic change. When we looked back and tested the donor, there was a genetic change. And then there was an affected family member that could have triggered that exclusion from the get-go. So what I'm trying to say is that Every practice, any practice that does egg donor, cycles egg donors inside of their practice, right? Should have the same tools that is being used by the donor egg banks, right? The stringency should not go down just because somebody used anonymous local donor versus the stringency that's being at these banks. And then from one bank to another bank, those tools are different. And you would be surprised that many of the banks and many of the practices are not utilizing a genetic counselor in their workflow. know, genetic counselors are very good at picking up that risk and assessment of that risk and addressing it. know, so to keep our standards high for the families that we are taking care of, I think we should have a good tool that is able to assess for reported family history and then easy way for the donor coordinator or the team to go back and like reassess. Because right now I'm not sure how many practices have it on an electronic form. They usually have it in a paper that paper goes in a big file and it's kept someplace else. And then when we are looking at like genetic carrier screening, it's in one portion of the EMR. The physical exam is another portion of the EMR. So I think combining those information in a very easy profile. would be the ideal way and you we need investment in that field like Griffin Jones (41:44) Do you use any tools for that right now or are you just using it on your own? Dr. Mili Thakur (41:49) Yeah, so so right now what I've done for myself and again it's like very manual. It's like on my desktop I have my different portals. I kid you not. There's 15 different portals that I have to enter every day and exit, so there's like four or five carrier screening labs that I order test from, right? Or the REIs that are referring to be will order through them and then there's like 8 PGT labs or 9 PGT labs in the US. And each one of them has a different way of how they either have a portal or you send them a test requisition form through email and then it comes back through email and then you have to store it someplace to make sure you make sense of it. So what I've done manually right now is I have a system of how we take care of this, but you I've talked to some of the founders like Jeff from Engaged MD. Like I was trying to tell him. that we need a portal, like one portal. You enter that portal and everything genetic portal is inside of that. To facilitate all these genetic testing labs, like if for a clinic or for a network, you should have one login where you enter. And then you have these eight PGT labs that show up in a circle and you click on them, it takes them to their login there, right? And then your carrier screening labs are on one side and your products of conception labs are in there. So, In that way, what can happen is we have a centralized system of how things are ordered and where they come back. But I think it's many levels down from the priorities right now. I think clinical utility is where we are at right now. then physician experience comes multitudes of levels down. Right now, in a physician or team experience or what the staff has to go through is kind of suffering because you You can barely get the male partner to come and do the carrier screening and make sure the panels match up and make sure all of the clinical workflow happens. know, the portals, I don't think somebody has it at the forefront of their mind right now. It's like, these doctors have to go into all these different areas and submit cases all different ways. Griffin Jones (43:56) Yeah, I don't think that it's that small of an issue in my view. If I'm looking at it from a business perspective, it's I'm seeing a much larger market to serve, meaning a much larger patient population that either isn't being served now or will need to serve more of them in the future or we're serving them but in ways that cause them to drop out of treatment. or because it's extending their treatment and they weren't pre-counseled and a whole host of other things. And so you were the first person to really get me thinking like this, that we talk about IVF and we talk about genomics and we talk about them as sort of in two different buckets. And between you and David Sable and some others, I really do not see them as... as different verticals and especially as we move forward into the future, think genomics and IVF are just, they're two of the same. And do you think that's more, less or the same true for third party IVF? Dr. Mili Thakur (45:05) I think it's like the same true as your regular IVF practice. And the reason being that, you know, genomics, as you already mentioned, has become integrated into IVF so much. And, you know, the risk reduction that the genetic testing brings is everybody wants that. The family wants that, the doctors want it. They don't want that genetic risk to happen to the children, right? But traditionally, you know, a lot of interest was taken in the IVF field and the embryology field, but we haven't invested as much in our genetic counselors. We haven't invested as much in addressing the genetic risks inside the practice. And if you had a good pre-test counseling done for a patient and no matter what test you order for it, they can understand it. You just have to give that pre-test counseling. I'm not talking about pretest counseling where they're given a pamphlet and that's considered as a consent or they're like had to sign a paperwork that's not, you know, pretest counseling for me or even some people have shown me programs where you can click, you have to watch the video and then you have to click. But having done that as myself for some of the things that I do and I'm trying to like get to Netflix for a particular movie, it doesn't matter what you make me click through. I'm just going to the. want to watch the movie right now. Like I'm not listening to their little video if I had to watch it, right? I just need to get to the next step. So what I'm trying to say is a true pre-test counseling. And I order all sorts of clients test in my practice. I even ordered the whole genome sequencing, which is the biggest test that there is. If you've actually given a good test counseling by a genetic professional, whether it be a genetic counselor or a geneticist or an REI who feels well-worshed in addressing that pre-test counseling. Griffin Jones (46:30) Mm-hmm. Dr. Mili Thakur (46:53) or a team member in that team that you have trained to address that, they will have a good experience. are already, patients are already very well versed in what is gonna be positive, what is the timeline, how or why their partner needs to be tested, and whether or not we might need additional testing if the donor is tested by a different panel. You just have to tell the patient ahead of time. that we are going to try our very best to match to the panel that is being used in these labs. But if you choose to use another donor bank for some reason, then we might have to do additional testing. And if you set those expectations for those patients, they're going to have a good experience. The issue that we are facing in the field right now is with the volume of the patients and the lopsidedness of that with the amount of professionals available. You know, the doctors are barely able to finish their consultation, do the IVF counseling, and then the genetics piece is smaller, right? So if they are not able to address that thing, most patients will not have any understanding of what is being tested for. That is the same issue with how we do carrier screening. Like they don't know what the disorders are on those panels. The same issue with PGT. They just think, they hear the word genetic, somehow they will just think that all of my genes are being tested for when the results come back, their assumption is I'm good to go. The doctor said I'm fine. There is no concept of like risk reduction. That means we are not eliminating the risk. There's still going to be a risk after we do this testing. This is the limitation of this test. This is the number of disorders we are testing. So I think we should invest as a field in nurturing young professionals who are coming out of genetic counseling schools, being able to create jobs for them at this point. And I said this in a podcast two years ago with you, like if we create those positions inside of our networks and inside of our labs and you know, many labs are adding more genetic counselors, but doing it to young professionals. Like instead of those that have multiple years of experience, is what everybody wants to keep when you try to take somebody who has multiple experience, then you're actually having them just change jobs from one position to another position in the field. You're not adding to the workforce. What we need to do is as you've done an incredible job of like showing us in your last newsletter of where the REI fellows went, which network are they going, right? So it's like. are we able to bring new professionals right out of genetic counseling school, take them and then nurture them for the next five years because we see the value in what they are going to provide in the long run. In that case, we are not going to take our professionals from the clinic and then industries trying to take them. Or like somebody who's like a medical science liaison in a lab is going to a VP position someplace else, right? It's like, if you keep changing. job descriptions within the field, then we stay the same amount of workforce. But if we recruit new people coming into the field, then the workflow will increase. Griffin Jones (50:04) If you were talking to a business person and they're considering that there's potential tools and automation and investing in the workforce, how would you describe to them how much more third party with genetic testing could be done versus how much is being done currently? Dr. Mili Thakur (50:22) I feel like genetics is nobody's baby. We're just getting by. We're just getting through every day and making sure that, okay, we don't, you know, don't miss out on doing something for the patient. But it's not like the patient walks into a room and the first thing they're hearing about carrier screening. I think carrier screening is six or seven down in the list. And by the time you're talking about six or seven thing, the patient's already talking about their insurance and medicine. So they have a lot on their mind. But if there was a team that, you know, after the doctor has given the plan, everything's been all done and said with the IVF nurse, your medications are fixated, you you figured out that. Then you had a genetics team that said, you're welcome to my office. Let's talk and talk about these five different things. Then the patient's attention is right there instead of like a flyer or a video that they have to click through or, you know, take care of it. So I think. An amazing opportunity for the field would be to recognize that genetics is here to stay, that we should address these risks, that we should train young professionals, that we should provide more investment in that space and provide support to our labs. Like all the labs, whether they be PGT labs or carrier screening labs or product of conception labs, they should be supported. They're industry, but they do need our support. in terms of guidelines. If the doctor said, I need to see your clinical validity paper. I need you to address how you report out these mutations. The labs will then have to cater to the physician. But if it's the other way around that the lab develops a test and then the physicians are like trying to take care of whatever the lab developed, then it is difficult. If we take the lead as the clinical team of the patient and say, patients are wanting a certain workflow. know, our doctors are wanting a certain type of workflow, then the labs are here to listen. I don't think they would ever say no. It's just that, you know, the lab's job is to serve the test, right? They're developing the test. Their job is to be able to send the kits to the doctor, get the kits back and report the results out. Their job is not to take care of the patient. It's our job. as the clinicians, as the clinical team to take care of the patients. We are answerable to the patients and we should be the ones that should be the gatekeeper of that system, not the other way around. We should say, you know, this test serves our patients and this is what we need and they will be happy to comply. I'm sure they want the best for our patients. Griffin Jones (52:59) Genetics is your baby. And that's why you've been on this program multiple times that and each time we talk, I think there's four potential topics for the next conversation that I want to invite Dr. That core for but you're the person that I think of that is is drawing attention in the public square to genomics and I Dr. Mili Thakur (53:01) Okay. Griffin Jones (53:24) want to give you a platform. I'm happy that MyEgg Bank sponsored this conversation because genomics is important to them. But I want these genetic labs being more active. think there's a dearth right now and I want those companies to figure out a way to get involved and participate in the public conversations and more and elevate you and elevate your peers because I think you're seeing the forest for the trees. We might be in a dearth of what's happened to genetics companies in the last couple of years economically, but there's no way that this field doesn't totally overlap with genomics. And we can see how it's limiting us right now in third party IVF, in other IVF. And I really look forward to having you back on and to continue to give you. Dr. Thakur, thank you very much for coming back on the Inside Reproductive Health podcast. Dr. Mili Thakur (54:25) Thank you, Griffin. I enjoyed the show.

Genome Ally
LinkedIn

Dr. Mili Thakur
LinkedIn


 
 

244 The IVF Orchestra: Winners & Losers In the Patient-Driven Marketplace. Dr. Cristina Hickman

 
 

Today’s Advertiser helped make the production and delivery of this episode possible. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the Advertiser. The Advertiser does not have editorial control over the content of this episode, nor does the Advertiser's sponsorship constitute an endorsement of the guest or their organization. The guest's appearance is not an endorsement of the Advertiser.


Who’s adding the most value in IVF today—and who might not be here tomorrow?

This week on Inside Reproductive Health, Dr. Cristina Hickman, founder of Avenue Center for Reproductive Medicine in London, breaks down the fertility field’s evolving landscape. As a PhD embryologist and clinic owner, she shares her perspective on industry leaders, automation, and the shifting role of technology in fertility care.

Tune in to learn:

  • Why some clinic networks might be overextending by bringing too many verticals in-house.

  • How automation could scale embryologist efficiency to 2,000+ cycles per year.

  • The surprising relationship between robotics and AI in embryology.

  • Which companies are providing the most value right now--in lab automation, EMR, financial management, and cryo storage and more

  • How new intelligence could challenge the current standard of single embryo transfer.

Listen now to hear Dr. Hickman’s take on where the field is headed—and who’s leading the way.


The Future of IVF Is Here—Fully Automated, AI-Powered, and Game-Changing
Meet AURA by Conceivable Life Sciences—the first robotics-driven IVF lab designed to revolutionize fertility care.

  • AI & Robotics: Precision-driven automation for every step of the IVF process.

  • Scalability & Efficiency: Higher throughput, lower costs, and consistent results.

  • Accuracy: Minimize human error and optimize embryo outcomes.

  • Accessible & Innovative: A bold leap toward the future of fertility care.

Be among the first to see what’s possible. Visit Conceivable Life Sciences today.

  • Dr. Cristina Hickman (00:03)

    It will make you unemployed if you don't adapt to the new technological infrastructures and you don't acquire the necessary new skills that are needed for the embryologists of the future. Okay? So that generation of embryologists will be struggling to find a job, but all of us can learn, all of us can evolve, all of us can adapt.

     

    Now with Conceivable, we finally get this level of efficiency that allows us to better understand, to better treat more patients per embryologist. And the numbers are great. We've now gone in this journey that I've just told you from 80 cycles per senior embryologist to 2000. It's a completely different scale.

     

    Griffin Jones  (00:57)

    Who's on their way to becoming obsolete in the IVF space? Who are the players adding the most value in the fertility field right now? My guest names names, at least for the second question she does. I'm talking with Dr. Christina Hickman, the founder of Avenue Center for Reproductive Medicine in London. She's a PhD embryologist who, as the owner of her own practice, finds herself as the maestro of the orchestra. These seats in the IVF orchestra

     

    are all of the different companies in the fertility sector, from AI clinical prediction tools to witnessing companies and every point solution in between. She explains the relationship she sees between different point solutions and the end-to-end ecosystem that the consumer-driven patient marketplace demands.

     

    Dr. Hickman issues a warning to fertility clinic networks who are trying to take every last service in house. She explains why robotics improve AI, not just the other way around, and what new intelligence means for the concept of single embryo transfer and patient success rates. Does it flip the concept of single embryo transfer on its head as we know it today? She shares which companies she thinks are the best right now in each of the categories of EMR.

     

    financial management, cryo storage, clinical prediction, and more. And if the status quo is 80 IVF cycles per embryologist per year, how is Dr. Hickman's clinic doing 500 IVF cycles per embryologist? What is she doing? And what did she see in her visit to Conceivable Life Sciences, the lab in Mexico City that's automating the IVF lab, that will scale that 80 cycles per embryologist number to 2,000? Enjoy.

     

    This is my conversation with Dr. Christina Hickman.

     

    Griffin Jones  (03:05)

    Professor Hickman, the conductor, welcome back to the Inside Reproductive Health podcast.

     

    Dr. Cristina Hickman (03:11)

    Thank you Griffin for having me, it's a pleasure to be back.

     

    Griffin Jones  (03:15)

    Are we going to get to 10 million IVF babies born worldwide per year with point solutions, or do we have to blow the whole thing up and replace it with a new end-to-end solution?

     

    Dr. Cristina Hickman (03:30)

    Yeah, I definitely am on the end-to-end camp here. We've been trying the point solution for years and it's worked for us until today. you know, building up one solution for looking at sperm assessment, one solution looking at the egg assessment, having this artisanal approach to practicing embryology.

     

    It's okay, but it's not going to allow us to scale to the level that we need to go to. So a full end-to-end approach is the only way that we're going to solve the entire journey that this patient is going through. Not looking at information in a siloed manner. Bringing all of it together so that we can make decisions which are specific to the entire concept that this patient is experiencing.

     

    This for me has been something that throughout my career we've been trying to provide this end-to-end solution and Really it hasn't been until it clicked to me that this is not going to happen with a single company Doing the end-to-end it's too big a journey. The fertility is too complex We need to create this ecosystem of different companies working together So that we can tackle every single challenge at once

     

    Griffin Jones  (04:46)

    So when I hear multiple different companies in an ecosystem, to me that sounds more like point solutions. Tell me about how you see the difference.

     

    Dr. Cristina Hickman (04:56)

    Yes, so at the moment what we have is companies who are looking at focusing on what I call it the what's in it for me, right? So they're trying to build their own proprietary solutions to their patients. So I'm thinking of this at the clinic level. So rather than going off to bring in a commercially medical grade robust AI solution, they're trying to build it in-house with limited data, which leads to

     

    all the challenges that we see associated with AI, know, biased information that's not generalizable, that doesn't provide an explanation and traceability. So this means that you're trying to kind of provide yourself with one, everything under one proprietary company. But what, what the approach that we've been giving is, okay, why don't we go out there and try to find all the different instruments in the orchestra, so to speak, right? So

     

    who is the best violinist out there? Who is the best cellist out there? And put them all together. Now we need to orchestrate it all so that it doesn't feel like a single instrument playing. When you get everybody in an orchestrated manner, it now feels like a completely different music. And this completely different music is the end to end approach. So yes, there's multiple companies, each one focusing on an instrument to get you there, but...

     

    The experience that you provide by stitching it all together allows you to provide a whole new experience to the patient, a whole new experience to the doctor. So that you're not just getting embryo assessment or sperm assessment, you're getting a holistic approach to the patient.

     

    Griffin Jones  (06:36)

    So is it the clinic's role in your view to be the end-to-end solution and then every potential partner are those different point solutions that end up being the seats in the orchestra?

     

    Dr. Cristina Hickman (06:47)

    Not necessarily. The clinic could be one of the instruments as well. So in a truly community-based approach, it becomes less clear who is the maestro, because everybody is playing a role in that. what I say that determining who is going to still be alive in the future, who are going to be the dinosaurs who are going to cease to exist,

     

    is going to be determined by how integrated in this ecosystem you are. it's now about, in the past it was about, I'm building my own proprietary thing. But the problem of doing that is that your own proprietary thing is no longer the best in the market. So it's really within this ecosystem that we start understanding what is the true end-to-end solution. And this is when we start looking at certain tools that provide you

     

    this end-to-end in a way that has never been able to do before, such as the conceivable system.

     

    Griffin Jones  (07:49)

    So who's the maestro or is the patient the maestro?

     

    Dr. Cristina Hickman (07:53)

    The patient is the one who benefits from it first and foremost. So we have everybody saying that they have patient-centered care, right? And so this is something that they say, a patient-centered care, but I'm not gonna use the best product in the market because I wanna use the one that we built ourselves, right? And this now means that you're not patient-centered care, you are clinic-centered care, right? I'm gonna keep the patient waiting in the waiting room because it makes me feel like an important doctor.

     

    you're definitely not patient-centered care when you're thinking in those terms. I'm going to create a waiting room that doesn't feel like, that feels like a hospital because that's as cheap as I can get it. That's not patient-centered care. Patient-centered care is you're sitting down and you're thinking strategically, what is the best way to apply the global resources so that we can achieve the best for this patient? If what I've built,

     

    is inferior to what's out there in the market, let's get that thing that's out there in the market. And now let's find a way that it doesn't feel like it's separated from everything else. Let's give the transparency of this information to the patient. And this means allowing things to become obsolete quickly. In a world of fast innovation, you need to be prepared to let go of things that are no longer at cutting edge, right? And in the world of digitization and AI,

     

    this is happening incredibly fast. Right. So what, what analogy that I heard from, from Alan, from one of the founders of Conceivable, he was telling me, Chris, I don't care about where the puck has been. He was talking about hockey, right? I don't care where the puck has been. I care about where it's going. Okay. And then I care about being prepared for when it gets where it's going. Right. And it's this, this adaptability to be able to

     

    to foresee where things are going and letting go of the past, letting go of the old technology and starting to embrace what is the way that we should be in the future. I know I'm using past and future tense at the same time, but that's the point. The point is that we accept that technology moves fast and this requires a community approach.

     

    Griffin Jones  (10:07)

    So it's a lot more of an adaptable system. Is this what David Sable means when he says ditch the travel agent model of care where you used to have a travel agent plan your entire vacation and now you go to a Priceline or an Orbitz and you might get your rental car over here or you might get an Uber or Lyft over here. You might get a hotel over here. You might get an Airbnb over here or find some other accommodation and then you might get your

     

    and you might bundle it in or you might get your airfare somewhere else. And so what I think what he's suggesting is that as opposed to having the everything done in one place that patients have a lot more to be able to shop if it's able to all integrate together. Is that the way you see it?

     

    Dr. Cristina Hickman (10:53)

    Yes, but also having it in a way that the patient has full visibility of what's going on. Gone are the days where it's a doctor-led approach. It's now consumer-led. And we need to figure out a way that we create this level of transparency that didn't exist before. And having this ability to get fertility care on the palm of your hands and empowering the patient to be able to make those decisions.

     

    in a more involved manner, in a more data-driven manner, in a more visual manner, in a more engaging manner. This is the direction that things are going, right? So this is what I kind of expect and what our patients are expecting from us as well.

     

    Griffin Jones  (11:34)

    You talked about conceivable life sciences and there are some people that probably seen some of what's going on with them in our news coverage and or on LinkedIn. And there might be other people that don't know what conceivable life sciences is. So I want to ask you about your visit. But conceivable life sciences is a venture automating the IVF lab from right after retriever retrieval to right up to the point that it goes back to the clinician for transfer from ICSI from

     

    dish prep to everything that's happening in the IVF lab being automated by artificial intelligence and robotics. You just went to see their lab in action at a fertility center called Hope IVF in Mexico City. What was that like?

     

    Dr. Cristina Hickman (12:19)

    It blew my mind. Honestly, I had seen all the previous creations from the same founder team in the tomorrow.

     

    I have seen their proposals that we're going to be putting this together, but to see it in reality, you know, it's no longer just a slide on a PowerPoint. It's no longer a CGI. This is a three dimensional, full reality existing machine. And just to watch the capabilities and the potential, you know, we were just sat there just talking about, do you guys realize what you've created here? you know, give you some numbers. Okay. So the British society here.

     

    They just published a guideline last year talking about how we should have 80 cycles per qualified embryologist. 80 cycles. I know this in my mind that was like no way because in the technologies that we've created we've published already at ASRM and also at Escherich that if you're using the AI solutions you can achieve 300 cycles per embryologist, right? Because you're removing a lot of that administration that is spending

     

    precious embryology time. Now in avenues what we've done is a full end-to-end approach using the best products in the market, having everything talking to each other. So we achieve 500 cycles per embryologist. Why? Because we are making data-driven lessons, so we remove the administration. Everything is data-driven decisions, but you're still doing the artisanal work.

     

    So if you ask the embryologists, what were they doing before avnios? They were doing administration. What are they doing now in the majority of their time? They're doing artisanal embryology. Now, when you move on to conceivable, you're not talking about 500 cycles per embryologist, you're talking about 2000 cycles per embryologist. Now, they're no longer doing the artisanal side. The artisanal side is replaced by robotics, but that data-driven approach remains.

     

    And a data-driven approach now, the amount of information you're capturing because you removed the variation that comes from artisanal work means that you now have to spend more time doing more intellectual decision-making. So less artisanal, more intellectual.

     

    And the ability for you to go to 2,000 cycles per embryologist, this is the solution. This is the true end to end that we need to achieve to be able to serve all the patients out there that need our support.

     

    Right? So going the way that we've been going is not scalable to the level that we need it to be. Now with Conceivable, we finally get this level of efficiency that allows us to better understand, to better treat more patients per embryologist. And the numbers are great. We've now gone in this journey that I've just told you from 80 cycles per senior embryologist to 2000. It's a completely different scale.

     

    But what really kind of made it special is when we started looking at the movement and precision of the robot. We started kind of coming up, wait a minute, there's more that we can do here. It's not just about efficiency. It's not even just about the precision, right? It's the possibility that we might be able to enhance embryos and not just use AI to predict what's going to happen.

     

    we might be able to use AI to identify issues with the embryos that we might now be able to rectify. some of these potentials are only possible in a robotic scenario. So examples of that are at the moment in avenues when we're vitrifying and we're warming, every single procedure that we do, we record. We're very proud of the fact that we may not have the biggest data set in the world.

     

    but we have the biggest number of data points captured per patient. So this means that we have videos of everything that happens in the lab. When they warm, when they freeze, when we icksy, when we biopsy, we have all these videos which are all geared towards training future AI. Now what you have here are some challenges that are, okay, so maybe the embryo just zooms in a bit more and it zooms less, you know, or maybe it's at the edge of the image as opposed to in the center.

     

    And that's the issue with the fact that it's quite artisanal. So this makes it harder for our AI to learn from it, which means that we're slightly limited of how much AI we can apply because of this limitation of the artisanal aspect. The moment you apply robots, now you're able to capture every image with the egg in the center, every image with this level of focus, every image with this particular filter. You remove all the artisanal aspects. You bring a level of standardization.

     

    that will now allow us to pick up things about these embryos that we've never been able to before. And one example of that would be like when we've done a lot of work where we use AI to track not just each embryo, but each individual cell of the embryo. We know that this cell derived from this one and the grandfather of this cell was this one. So we can do the cellular linearity tracking.

     

    Many clinics do more for kinetics. We're doing something else, you know, looking at the cell lineage so that we can look at individualized care, not down to each embryo, but each cell in the embryo, which is pretty cool. You can't do that without AI, right? But the beauty here is that with the robotics, potentially, you might be able to identify these are the cells that are too far away from each other. Okay, so maybe a slight nudge.

     

    on the embryo, a slight little hug, little squeeze on the embryo might be able to fix that gap between those two cells that might now lead to a blastocyst when before it wasn't going to be able to. And this level of intervention, this level of micromanipulation cannot happen without robotics. So this is when I saw the system that had been built by the conceivables team.

     

    all of these ideas started popping up going, well, if you're able to do that, by doing just get the arm of the robot to do this movement instead, we now are creating a whole new way of practicing embryology. And that would be a complete game changer.

     

    Griffin Jones  (18:37)

    How do you do this on the clinical side though, Christina? So I see in the lab side, you have human beings currently doing a lot of robotic tasks, and therefore it makes sense for a robot to do those robotic tasks. In the case of the clinic side, we're talking about human beings and a lot of different things going on, probably a lot more variables in the order of operations. How do you begin to get this level of efficiency and scale?

     

    on the clinic side.

     

    Dr. Cristina Hickman (19:08)

    So really it's getting that balance between the three David Sabel parameters, right? Yes, we want efficiency.

     

    But because we've got so much savings because of technology that we're incorporating our end-to-end solutions, can let go of some of that efficiency in order to provide better convenience to the patients, right? So it's a balance between the two. So an example of that is, yes, our embryologists are not doing as much administration, but they spend more time with the patients. So the patients get full access, they get to see their embryos developing live, okay? So they're sitting at home and

     

    through their phone, they can see the moment that the cells have divided, the moment that it reached the eight cell stage. Now a lot of embryologists tell me, don't your patients get anxious? Don't your patients get, know, does this actually help? Well, we know from data, including from KindBody, including from Institutes Smart Cares, including from our own clinic, that around, on average, across these clinics, around 78 % of patients see this as reassuring and help them better understand their care.

     

    a fifth of patients, they find that it makes them anxious. So it is true that it does make patients anxious, but it's a minority of them. The majority of them, this allows them to better understand their care, but it cannot be offered to the patient on its own. So we use the time from the embryologists that we would otherwise have wasted on administration to be face to face with the patient, having a call just like we're having now because they're sitting at home. And then we share the screen.

     

    with the embryos developing using the fertility system and showing all of the different things that AI is highlighting for you. Right? And that extra information may not get that patient pregnant, but it's going to help them better understand their care and better understand their personal fertility potential. Right? So this is kind of where we see the shift in time of the embryologists. So when I see Conceivable coming in,

     

    I see there being a further switch where we are going to be capturing so many more data points on these particular embryos. We're going to have these huge data centers where embryologists sitting watching all sorts of camera and additional data points about these embryos and eggs that will need an additional level of explanation and human contact. It's getting that balance right between technology and compassion.

     

    Technology on its own does not work, not in reproductive care. It's too human, it's too important a moment in your life. You're creating a person during this care. So this means that we're going to have to have more compassionate embryologists in the future who are not hidden away in a locked up lab. They're going to be involved in this communication of this data and information coming over to the patient.

     

    Griffin Jones  (22:02)

    You have an embryologist speak to every patient who's going through IVF?

     

    Dr. Cristina Hickman (22:07)

    multiple times. So on day zero, on the day of our collection, this is when we find out whether this is going to be one of the 22 % of patients who don't want to see their videos live. So we give the patients, we personalize whether they get access to the link or not. So that happens on day zero. So let me explain what is going to happen the next few days. Then on day three, that's a video call. On day one, we give a phone call and we release the link.

     

    On day two, we may do a call or not, depending on whether the patient wants daily updates or not. But what's routine is a day three call. On day three, we sit down with the patient and we can already tell them accurately, is this going to form a blastocyst or not? And then at this point, we already giving them some further determinations of an example would be I got a patient with 17 eggs.

     

    and we can tell them already with certainty either day two or day three we tell them we don't think you're going to get blastocysts. I know you have 17 eggs but looking at the AI assessment the chances of or our level of confidence that a blastocyst will be formed is extremely low. And then we have another patient who has one egg and that patient we get a score of 10 so we tell them we're extremely confident that this is going to form a blastocyst.

     

    Usually I would have given that advice the other way around to these patients, but now I can manage their expectations better. Avoiding that roller coaster of emotions, right? And this means that I can have this discussion with them with all the little color coding showing on the embryos. Here's your inner cell mass and here's a morphokinetics that was right or wrong. You just need to understand the traffic light system to know this is green, this is good, this is red, this is not good, right?

     

    so, so we're able to kind of sit down with the patients. It's not about alarming or raising concerns, but it's about managing their expectations with their own data. And this maintains the trust in the clinic. Now imagine doing that, not just on the embryology side, imagine doing that with bits of information that's coming from the cumulus, from their uterus, from their follicles, from their, so this is kind of going,

     

    with that complete package to the patient so that for that two thirds of patients that don't go home with a baby, have a reason, we have the key information, this is what we're going to do next because we have all this information from your past, right? So every cycle becomes a diagnostic tool that contributes towards making the right decision within the journey of this patient.

     

    Griffin Jones  (24:42)

    So what if the patient has questions that are more on the clinical side than the embryology side? So the embryologist explains it's day three, it doesn't look like this is gonna grow to blast. And what if the patient asks a question like, well, how are we gonna change my protocol next? And it's a question for the REI. Is the embryologist just stuck saying, sorry, you're gonna have to wait to talk to the doctor?

     

    Dr. Cristina Hickman (25:03)

    So the beauty is that within our ecosystem, we have the communication tool with the members of the team. So the patient has access through their app to the different departments. And within that, we can very easily connect the patient with the relevant departments to support. Because it might be a genetics question that we can send to the genetics. It might be a donation. Can you tell me more about the donor eggs that I've just received? I know they've been matched. It might be a...

     

    It might be looking at, okay, can you tell me how this compares with the cycle I've had in the past? You know, so this sort of thing allows us to have this direct contact with the different members of the team. And this...

     

    Interestingly, we give the patients the option that they can call us or they can use a chat like function within the app. And the chat like function is by far the preferred method of communication by the patients. This I found surprising, but they like it because they have everything that they can refer back to what's been written. So even when we do a verbal communication with them, we have the AI tool that's recording it and then create a little summary to them so that they know what's been

     

    communicated to them in writing at all times, which is extremely helpful for the patient.

     

    Griffin Jones  (26:18)

    Have you been able to measure yet what this has done to conversion to treatment? Or patient dropout?

     

    Dr. Cristina Hickman (26:25)

    So yes, do have, the beauty of what we have at the moment is the live KPI system. So all the information, all the data that's being captured during the care goes into this live. We don't have to wait for the KPI meeting at the end of the month to know what our FERT rates are or how many cycles that we have or how all the conversions are. And we can see the differences between the different doctors and so on. And there are...

     

    actually widely different from one doctor to the next. We're able to identify who needs further support, who needs further training, and so on. So this is the beauty of the live KPI system. I haven't been able, what I haven't done is done a comparison of before and after because we've developed the clinic around this technology and infrastructure. So it's the first clinic in the world to be fully end-to-end AI driven. So this has made

     

    it's hard for me to be able to answer your question to prove improvement. What we have is a lot of feedback from the patients going, wow, compared to my previous clinic, I seem to know more about my care than I knew before. you know, having this approach to the patient of seeing their journey as a whole, not on a per cycle, not per embryo transfer, we're looking at, we're going to do a triple-I collection for this particular patient. We're going to, or the other one,

     

    to just do frozen embryo transfers for her or for this one we're going to cancel these embryo transfers because AI is telling us the chances are so low let's go straight to another egg collection to save on time. So we're making some some more bold decisions regarding the journey of the patient. For me the measure of success

     

    is does this patient go home with a baby within two years of knocking on your door? So nine months of that is lost with carrying the baby. And then so this leaves you with a year and a bit to get this patient pregnant. And this includes them going on holiday, having a break in between cycles. But you need to have that patient with a baby in their arms, every single one of your patients within two years. And this is something that I think should be the measure of success for everybody.

     

    Griffin Jones  (28:26)

    I was gonna say it's a much more patient centric way of thinking about it, isn't it? Because you wouldn't report to SART that way, you wouldn't report to the CDC that way, and that's the way we often think. But of course, that's the way the patient thinks. How long is it going to be before I have the bundle of joy in my arms, including pregnancy, including all of the things that might disrupt life during that time?

     

    Dr. Cristina Hickman (28:40)

    Yeah.

     

    And we use that from a financial perspective as well, right? So how can I reduce the cost of care by not spending the patient's time on transferring a DUD embryo, right? So an example of this is our measure of success in the UK that ranks all the clinics is per embryo transferred. But if the AI is telling me this got a low chance of implanting,

     

    The best odds are either I cancel the transfer altogether or at least transfer a couple of embryos because we know that they're not going to get twins with these particular embryos. Our AI is giving us confidence in that. But I'm not going to waste their time doing two transfers with two embryos that are not going to lead to an implantation. Right. So we start making these decisions that if that is the right decision to the patient, but in terms of the success rate that the UK uses per embryo transfer, that's going to put us lower in the rankings.

     

    but that is not the right success rate to use, right? So if we're making the right decisions in identifying these embryos should be transferred in pairs and these embryos should be transferred in single, and I am 100 % accurate in identifying when multiple pregnancy will not take place, then this should be the better measure of success for the patients. Do they go home with a baby later? And I don't want them going home with twins and I want them to be healthy babies on their arms.

     

    Griffin Jones  (30:11)

    this AI clinical decision making tool might be one seat in the orchestra. Do you think that it should generally be different companies occupying different seats in the orchestra? Do you think it's a mistake for one company to try to occupy every seat in the orchestra itself?

     

    Dr. Cristina Hickman (30:29)

    I think that the approach, if you look at it as a model, the Apple approach, they didn't try to go out there and build every single app. They created a platform that the other apps came in and used the Apple system as a platform. So this is what we should be focusing on. If you consider the clinic using conceivable, so conceivable coming in as an example, that's a change in your orchestra, right? You're going to be removing all of those traditional

     

    laboratory equipment that you have in the lab and you're to replace it with this robot that does everything. Right? So this is one change in your orchestration that's going to happen. But there are other examples as well, because yes, it might be that you're using the conceivable tool to do the assessment of the egg, but then I don't know, fertility might come in and they have a better way of assessing the embryo.

     

    So this ability to plug and play and interplay between the different companies allows you to get the best of all the systems and also puts the pressure on the companies. It is up to them to stay cutting edge. It's up to them to maintain the evolution. Are they still using old fashioned AI or are they using LLMs now? Right? LLMs are going to become obsolete very, very quickly. What's the next thing that's coming in? Right? So

     

    what the way that we've been building AI five years ago, that's gone. You know, the RCT that they did on the VitroLife tool, by the time the RCT finished, they're using two versions later, right? There's no point in us delving in digital tools for more than one or two years. And that timeframe is going to get shorter and shorter. And for companies to survive, they're going to have to focus on a certain niche. And then that niche,

     

    needs to go into this bigger platform that brings it all together. And so for me, that's how I see the future of our ecosystem coming. It's going to be lots of companies willing to work in an integrated manner. No more of those old fashioned EMRs that are not integrated with anything, right? Those are dying. are, their days are counted. Now it's not thinking about a digital solution. It's thinking about

     

    an integrated approach of non-proprietary, lots of open source materials that come together to create a whole new synergistic approach to patient care. And that's not, I don't say that as something that should be in the future. This is happening today. This is how we work here at Avenues. And I just see like what Conceivable is bringing as a whole new layer of exponential evolution.

     

    to what has already come into play.

     

    Griffin Jones  (33:13)

    Who gets to be Apple?

     

    Dr. Cristina Hickman (33:14)

    Who gets to be apple? Do we need to have a single apple? Can we be multi-sourced? I think there's going to be an apple in each area, right? There's going to be an apple of who is in front line with the patient. There's going to be an apple that's doing the robotics aspects. So I think Conceivable will obviously corner the robotics side of things. But I see others playing the role of kind of being the maestro.

     

    Traditionally, the person who or the entity that controls what reaches the patient and what doesn't is the clinic. But now we're seeing more consumer led brands coming in who are actually connecting with the clinic, with the patients better and bringing them to the clinic. So they're partnering with the clinics so that the clinics are no longer the maestro in that scenario.

     

    At the end of the day, determines what meets what reaches a patient or not is the front, the trusting face that the patient has chosen for them, which increasingly, I don't know if that's a good thing or a bad thing, we can have a whole debate on this, but increasingly we're seeing more diverse front lines than just the traditional doctor.

     

    Griffin Jones  (34:28)

    So I'm seeing your point that there might not have to be an apple, that if everyone is able to integrate with everyone else, then you wouldn't necessarily need to have that central sort of apple. But then the analogy breaks down if everybody's an apple. And it seems to me that some of the fertility clinic networks, maybe particularly in the United States, are trying to occupy that apple space.

     

    Dr. Cristina Hickman (34:54)

    Thanks.

     

    Griffin Jones  (34:54)

    where they

     

    themselves are the ecosystem. And so now we're making our own EMR, and now maybe we're making our own AI solution, and now maybe we have our own genetics

     

    Dr. Cristina Hickman (35:05)

    the irony there is that the more they try to be the apple, the less of the apple they are.

     

    Okay, because the more that you're trying to make it what's in it for me what's in your proprietary the more that they trying to to say I'm going to build my EMR and I'm going to be the clinic and I'm going to be the the robot and I'm going to be the more they try to do all of that the less they're good being the best at any particular aspect so in comes somebody else who who turns around going who's the best in robotics I'm going to use conceivable who's the best on embryo assessments I'm going to

     

    is fertility. Who's the best on X, Y, and Z, right? So you start putting it all together, that can now create something that feels different to the patient. Remember, we're leading into consumer-led. So if this becomes noticeable to the patient, that, wait a minute, but they can see the eggs with a completely different visual. They're giving me an explanation to why I am not getting pregnant. You're just giving me a ranking, right?

     

    So when you start getting this difference in care, the market eventually notices it. And this is why I think that this approach of, I'm going to do, this is a difference between the what's in it for me and the consumer-based, sorry, the community-based mindset. So what's in it for me is going to lead to the dinosaurs of tomorrow. The consumer-based mindset.

     

    The maximized interconnectivity within the existing best technologies in the market is what's going to maintain you in existence for the future.

     

    Griffin Jones  (36:40)

    What about in your view the limited concentration of buyers? Does that disrupt this ability to have a community type of orchestra where you have so many different companies innovating in different seats because you might have a really good EMR solution, for example, but if 60 % of the clinics are owned by six or eight companies, then it's really hard to get that scale as an EMR company.

     

    to where previously maybe you would have had 500 to 1,000 buyers and all you need is 20 and so you could carve out your own little niche. But now getting 20 clinics or especially if there are certain volume of cycles, that's a lot harder to do because of this limited concentration of buyers. How will these companies in this community based system be able to get through that?

     

    Dr. Cristina Hickman (37:33)

    Yeah, so the roles of each of the community players are going to become more more defined and the niche of each of the community players is going to be very, very focused. So I do see that as being the case, but I'm not saying that nobody should have the ambition to be able to fulfil the whole role. I'm just saying that if you're going to do that, make sure that you have the right instruments in your orchestra, right?

     

    It's a big gamble and I've tried doing it myself and I've tried doing it with companies that raised more than a hundred million and when you start putting it all together, all the different companies that we put in our ecosystem, it's billions of investment that have led to the ecosystem that we have brought to the patients, right? But it's not feasible to raise billions to be able to build an equivalent product in the market. And I think that's why

     

    It's not either we're going to see a change in mindset or we're going to cease to exist because they're players now who are doing the whole community approach. It sounds like a socialist approach. I'm not a socialist, okay? It's just trying to think not at the level of what's best for my company, but look up from a field and say, if I were to put the best players in these different places, how can I get the maximum return for the patients?

     

    How can I get the maximum KPIs from David Sabel in terms of the convenience and the cost and the success rates? How can I really kind of play those to the maximum level? And you're going to have to do that through partnerships.

     

    Griffin Jones  (39:03)

    do you label these different seats in the orchestra either in your head or on paper somewhere? Like do you think, okay, this is the cryo storage seat and this is the patient triage seat and this is the clinical AI seat. How do you think about that?

     

    Dr. Cristina Hickman (39:19)

    So we do, but what I find is that sometimes what I thought was one seat gets split into five different seats. So what I thought was the equivalent to the patient facing app, I now find a whole bunch of other tools that I incorporate into that to try and create more, a different experience to the patient, right? To get a different dynamic. So for instance, yes, there's

     

    a place where all the data gets recorded from the consultation, but it's a completely different player that's doing the recording and then turning that into summary notes that get sent left, right and center so you don't have to use the old-fashioned dictaphone. So the communication that we're having with the patients going back and forth, having that in a centralized data set that now uses a completely different tool that measures the positivity and negativity of each word.

     

    so that we can predict when a patient is going to think about maybe having a complaint. So these are what I thought was one tool, which was a patient app, turns out to be a dozen tools within that. So I don't want the patient having to write their name during the registration. So we have a different partner that all the patient does is take a picture of their passport. And from the passport, it takes their name, the date of birth. No more incorrect data names, no more having to...

     

    you're on the area with an I, not a Y, you know? So this is something that you take the information directly from the source every step of the way. And this then allows you to have a a more streamlined, less mistakes. You're spending less time on these mistakes. And the patient is not seeing mistakes coming from your side, which gradually erodes the trust as they're going through care, right? So yes, we do have very specific seeds.

     

    but we find ourselves that the number of increases as new technology comes in. We had somebody else who just popped in into our ecosystem where they're working on WhatsApp tools that communicates with our central database, creating new ways to communicate with the patient. So this wasn't a seat before, but it's become a seat as this new technology kind of emerged.

     

    Griffin Jones  (41:29)

    So you are the maestro because you're the one saying who's playing in a given seat or not. And I remember in conversation you told me that if you're not the best violinist, you're out of the orchestra. Tell me about a time where you've made a decision like that.

     

    Dr. Cristina Hickman (41:40)

    Right.

     

    We've changed our data capture point. We've changed the patient app has changed. The EMR has changed. The AI tools that we're using in the clinic have changed. I don't want to name the companies that have been replaced, but we have had several examples where we've made major changes in our ecosystem.

     

    and sometimes quite central. Very recently we changed the central core of the data because the data set was not being stored in a manner that would allow us to use AI to learn quicker. It made it harder to integrate into. I'm not even talking about EMRs now. I'm talking about two generations later after EMRs where we modified the entire central structure. We had before...

     

    Each of our individual doctors had their own sub-dataset. We've now created a system where they've all merged into one, still providing the independence and the and the privacy within each of the doctors within their ecosystems. So we have already replaced, I mean, we've only been open for a year. We've just had our first birthday cake, first year birthday which is aligned with a lot of the...

     

    the babies coming through as well now. It's a nice stage to be at. But the point is you have to have this mindset of being comfortable with change. And we recruited a team here at Avenue's that is not just comfortable with change. They're looking for the next change. They're excited about the next change, right? They're going, woo-hoo, look at this tool that we have just...

     

    Griffin Jones  (43:00)

    I bet it is.

     

    Dr. Cristina Hickman (43:22)

    brought into our ecosystem two months ago, but there's something better coming in and they celebrate it. But there's also a way for us to be able to feedback the companies that have been removed from the ecosystem. come back to them to say, go back and I needed to get better. The bar has raised. Okay. I needed to get better. So we actually provide the feedback to say, this is what you need to go with next. Okay. Why don't you focus on this particular niche?

     

    I have an empty seat on our orchestra. I need that seat taken by someone. Why don't you guys focus on that? You're really good at something slightly off. You divert your attention to this. You can come back to the orchestra. So we have violinists that become cello players, right? And this is something that, look, I know you're not the best anymore in the market for this, but you have this particular strength in your team. Use it. Okay. And we will, we will provide you the data to help you develop that.

     

    We will provide, we will open our doors. I'll put a team of my embryologists sit down with you to help you develop it. Right? So it's creating that relationship with the suppliers so that we are here at their beck and call to help them succeed. Cause if they succeed, we succeed. Right? So this, is kind of the approach that we've had all the way through.

     

    Griffin Jones  (44:38)

    Who would you say are some of the best players in the orchestra right now? And you can name names of companies and we know that we're recording this in February of 25 and it might not be the same answer as what you have in February of 27 or even February of 26. But right now in February of 25, who would you say some of the best players are?

     

    Dr. Cristina Hickman (44:58)

    Sure, fertility is one that's full disclosure. I have worked with them for two years as their chief clinical officer. I don't work with them at the moment. Now I am their customer. And I think when it comes to embryo assessment and egg assessment,

     

    and they are by far the best ones in the markets in terms of the experience we can create to the patient in terms of the efficacy of their tools. The patient facing side we're using Wawa at the moment, so Wawa Fertility is one to look out for. I like the ability to create these customizable

     

    notes all the way through. So our team likes the fact that they can just create their own templates. So it's not as rigid as a traditional EMR. But we're able to pull the relevant information that we need from that. Their financials and their billings work really, really well. In terms of managing our financials, we're going with Xero. So Xero at the moment, I still think is the best product in the market, but we're still no lookout for other tools out there.

     

    When you look at the follicular assessment, believe Folliscan is the leader in the market at this point in time. Also when it comes to the assessment of your endometrium, that would be with Folliscan. Tomorrow is still the leader for cryo storage. So the robot captures the data in an automatic manner. We have the full traceability coming through and then you can connect it back with Wawa.

     

    to provide the patient-facing cryostores. Right now, in terms of time lapse, we're using the embryoscope, but I believe that this will then be replaced with the conceivable system. So this is just some of the many, many players. RFID, we're using the RI witness, but not using the RI witness in its traditional sense. We've rigged the backend of the data capture.

     

    so that the embryologist no longer needs to go to computer to document their procedures and so on. So effectively we have this whole range of tools. We have Fertile Eye at the moment who looks at their assessment and determining what is the right day of doing your egg collection so they can maximize success rate whilst improving your efficiencies on your day-to-day operations in terms of volume of egg collections per day. So these are, it's not...

     

    I'm sure I feel like I'm in the Oscars trying to name everybody who was involved in the movies. I'm sure I have missed a lot. But there are some fantastic tools out there and a lot of these that I'm naming are startups, right? They're not huge companies that have been with us for the last decade. So I think this is the thing to look out for, looking out for tools that are new, that may not quite be as robust.

     

    Griffin Jones  (47:18)

    It is like that.

     

    Dr. Cristina Hickman (47:38)

    as we wish it to be, but we can fill that extra little gap that will bring it to the level of medical robustness that we want that our patients deserve.

     

    Griffin Jones  (47:47)

    So you really have these different seats and pulling people and you talked a lot about conceivable in the beginning and how much that blew your mind. How close to a prototype does it seem to you versus how soon do you think we're gonna see conceivable automating the IVF lab all over the world?

     

    Dr. Cristina Hickman (48:09)

    I went down there expecting to see a prototype.

     

    When I got invited to come and see the system, was, I'm going to see a prototype. It's going to be like, you know, band-aided together and some things will be working and some are not. No, it was a fully functional system end to end. Patients were already stimulating to have the first cycles through. They have a hundred cycles planned to provide the demonstration of the level of robustness. So I can't call it a prototype. It was a fully functioning.

     

    egg collection, to sperm preparation, to dish preparation, to vitrification. It was quite impressive. You're going soon, right?

     

    Griffin Jones  (48:49)

    I'm going down in less than two months to see for myself.

     

    Dr. Cristina Hickman (48:53)

    Okay, don't expect a prototype, but I also feel like I am spoiling the end of the movie for you. You're about to come and see the best movie that you've ever seen, and I've already told you the ending. But it's more robust than I expected it to be. And I expect this to be in clinical use elsewhere. Later in 2025 or early 2026, we're not talking about five years down the line.

     

    we're talking about within the next, so this first birthday that we've had, by the next birthday, I want to see this here in our clinic.

     

    Griffin Jones  (49:27)

    That blows my mind because when you think about how quickly things have moved to this point, but one, you answered a question that I've had out for a little bit and, and I've sort of wondered, okay, once humans are no longer being robots and right now, embryologists are treated like robots for a large percentage of their jobs, what do they do once they're not robots?

     

    You answered that question of this is how you have embryologists be humans and interface with other humans in addition to advancing the science. I'd never heard that before and I imagine that somebody's listening to that and being like, there's no way that I want my embryologist talking to all of the patients about the growth of their blastocysts. How would you respond to that skepticism?

     

    Dr. Cristina Hickman (50:12)

    Look, there's been a letter that's gone out from the ARCs, this is the British Society for Embryologists, And this was a letter that went out which...

     

    exemplified to me the biggest challenge of technology entering the market, the biggest challenge of technology reaching the patients, which is the human factor. It's the human barrier to technological implementation. It's the fear of change, it's having this mindset of positioning technology as a competitor to the humans. There's been no example in the human innovation era

     

    where technological innovations have led to unemployment. They have led to a shift in the workforce. They have led to a diversification on the skill sets that had to be acquired. But look, if you look at our own innovations in our field, I don't miss the days where, yes, I've been around long enough now, I'm going to be displaying my age, but I've been long enough.

     

    that I was pulling my own pipettes and I was mixing my own culture media, right? I don't miss those days where I was doing those swans with my glass pulling, right? I love the fact that I've got now commercial tools that are much better than what I've had access to before that made me more successful in making babies than before. And, you know, quite frankly, I am still busy.

     

    I still don't have enough hours in the day to do everything I want to do, despite the fact that those aspects of my professional life have been automated. And I know it's hard for us to, as embryologists, to see that somebody has created a robot that goes from 80 cycles per embryologist to 2000 cycles per embryologist. And the first thing that comes to your mind is, is this going to make me unemployed? And the answer is a flat out no.

     

    It will make you unemployed if you don't adapt to the new technological infrastructures and you don't acquire the necessary new skills that are needed for the embryologists of the future. Okay? So that generation of embryologists will be struggling to find a job, but all of us can learn, all of us can evolve, all of us can adapt. And this is what I see should be the responsibility of the letters going out to the membership.

     

    So I disagree with what ARCS has set out in the letter they've sent. They should have sent out, this is how we embrace the new technologies coming in. you know, this is how we support, we understand the challenges that human artisanal embryology leads to or cause. And we embrace technologies that start eliminating a lot of these challenges. And this is good for embryologists, these technologies.

     

    It's good for patients. It's good for doctors. It's good for everybody. Right? So the fears that we're having are not reality and there's absolutely no basis for them whatsoever.

     

    Griffin Jones  (53:16)

    Dr. Christina Hickman, think it's been two years since I last had you on the show. And as we're talking, I'm thinking it can't be two years before I have you on the next time. It's going to be much sooner than that. I look forward to following you as this changes. will send you some updates when I'm down in Mexico City of what I'm seeing. And thank you so much for coming back on the program.

     

    Dr. Cristina Hickman (53:35)

    Thank you for your time and we appreciate the invite.

     Now with Conceivable, we finally get this level of efficiency that allows us to better understand, to better treat more patients per embryologist. And the numbers are great. We've now gone in this journey that I've just told you from 80 cycles per senior embryologist to 2000. It's a completely different scale.

Avenues Social Links
LinkedIn

Dr. Cristina Hickman
LinkedIn


 
 

243 30% Egg Freezing Retrievals & Brazil's First PE Owned Fertility Clinic Network. Dr. Marcus Dantas Martins

 
 

Today’s Advertiser helped make the production and delivery of this episode possible. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the Advertiser. The Advertiser does not have editorial control over the content of this episode, nor does the Advertiser's sponsorship constitute an endorsement of the guest or their organization. The guest's appearance is not an endorsement of the Advertiser.


What if 30% of your fertility clinic’s egg retrievals were for egg freezing?

That’s the reality at FertGroup in Brazil, where Dr. Marcus Dantas Martins, Chief Operating Officer, is leading a transformative approach to fertility care. In this episode, Dr. Dantas reveals how Fert Group is leveraging technology and private equity to expand their influence in the rapidly growing Brazilian market.

Join us as Dr. Dantas discusses:

  • The Rise of Egg Freezing (And how the trend is reshaping fertility care in Brazil)

  • How Private Equity has shaped their rapid expansion

  • FertGroup’s Impact on patient outcomes (And its implications in the broader fertility landscape)

  • How FertGroup is making egg freezing more accessible across Brazil.

  • Why they bought >50% of the embryoscopes in Brazil to make it happen

Tune in to hear more about the future of fertility care in Latin America and how private equity is shaping the industry.


120-Day Free Trial for Qualified Fertility Centers!
Experience the future of embryo evaluation with a risk-free 120-day trial of EmbryoScope

  • See all the benefits that EmbryoScope’s time lapse technology can bring to your clinic, including:

    • Continuous uninterrupted culture

    • Improved embryo development 

    • Streamlined workflow for maximum lab efficiency

No risk. See if your IVF lab is eligible to participate.

Don’t miss this exclusive opportunity—email here to see if your IVF center is eligible to participate in a 120-day Embryoscope trial to measure the impact it can have in your lab.

  • [00:00:03] Marcus: 30 percent of the cycles are egg freezing, 70 percent are IVF. So this is the number. Before the COVID 19, this number is something around 15 to 17 percent of egg freezing. So the market has doubled terms of egg freezing. In our group, the clinics in the southeast of the country are doing around 35 to 40 percent of egg freezing. Ha!

     our group recently bought many embryoscopes, many, many time lapse incubators. So , we are now around 12 percent of the cycles in Brazil. And our clinics around 50 to 60 percent of the embryo scopes in Brazil.

    [00:01:02] Griffin Jones: What if 30 percent of all of your egg retrievals were for egg freezing? It's not happening in the vast majority of fertility clinics, but it is happening somewhere. According to my guest, it's happening in Brazil. And he talks about the technology they've invested in that he sees as necessary to grow and serve that egg freezing population.

    His name is Dr. Marcus Dantas Martins. He goes by Marcus Dantas. He's an MD by training, but he doesn't practice clinically anymore. He's the chief operating officer of Fert Group. He says they're the first private equity backed informed fertility clinic network in Brazil. They're buying clinics. IVF labs across Brazil, and even though they were only formed about a year and a half ago and have 10 clinics, their 10 clinics are doing 12 percent of the IVF cycles in that country.

    Brazil is a country of 200 million people, the 10th largest economy, and they have 175 fertility clinics. Doing roughly 42, 000 IVF cycles, 30 percent of which, according to Dantas, are egg freezing. He shares how this group was formed and what specific technologies they've been investing in and how they plan to further grow the market.

    If you're in the IVF space in Latin America, or if you're anywhere that wants to grow your egg freezing program, enjoy this conversation with Dr. Marcus Dantas.

    [00:02:12] Announcer: Today's advertiser helped make the production and delivery of this episode possible for free to you. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the advertiser. The advertiser does not have editorial control over the content of this episode, and the guest's appearance is not an endorsement of the advertiser.

    [00:02:33] Griffin Jones: Dr. Dantas, Marcus, welcome to the Inside Reproductive Health Podcast. 

    [00:02:38] Marcus: So thanks for having me, Griffin. It will be a pleasure to be with you today. 

    [00:02:43] Griffin Jones: I want to ask about what it's been like being one of the first groups in South America to go with private equity. I want to get an idea of how growth in different continents can inspire growth in the IVF space in other continents because I think everyone's doing some different things that will be adopted by others, and I would like to hear about that

    from you, but before we go into that level of detail, will you lay out for us an overview, a bird's eye view of what the IVF marketplace is like in Brazil right now?

    [00:03:20] Marcus: Yeah , as you know, is a huge country. So we are more than 200 people living down here in Brazil. We are among the 10 biggest economies in the world. Inflation is under control. But of course, as a developing country, we are facing significant challenges, especially regarding that almost half of our population is either poor, in the low income group, , the Brazilian market for reproductive health has its own set of challenges, Brazil performs around 48 to 50,000 IVF cycles per year, about 60 to 65 of these treatments occur in South and Southeast regions of the country. Sao Paulo is the biggest city and also the biggest state of Brazil. São Paulo alone accounting for approximately 40 percent of the IVF cycle. So cycles are concentrated, far away for the rest of the country. So we are facing a challenge and also an opportunity here in Brazil. And is of course a significant opportunity to expand into other parts of the country. And we are actively pursuing that. pursuing this. Another important point is that the government does not pay for IVF treatments, except in few centers at specific locations. Around 25 percent of the Brazilian population has private health insurance. But these plans typically do not cover fertility treatments. So leaving patients to pay out of pocket is completely self So we think we have some challenges on it, but also opportunities to partnerships with corporations and for us. A network of clinics spreads over the country. I think it's a good opportunity for us too. 

    [00:05:37] Griffin Jones: Is there a business case to be made for expanding IVF? What is the basis of access to care? Not just an ethical case, but is there a business case to be made for doing more IVF cycles in Brazil? Very often when you have a population in certain countries with an economic disparity, the rich get healthcare and those that can't afford it simply don't.

    And It has been that way for many decades in many segments of healthcare. Is there a business case to be made for why IVF should be made more accessible to those that can't afford it?

    [00:06:21] Marcus: I think that's the opportunity here in Brazil. Is not to lower the prices because of the low income of the population. I think that democratize includes spread clinics all over the country. So it's very common in Brazil that people in another states take a plan to come down to Sao Paulo to have a treatment, to have a treatment done.

    So I think that opportunity, it's not only democratizing. lowering price, also make the treatments, done when, wherever the patients are, 

    [00:07:07] Griffin Jones: And what does that look like? Does that look like training more doctors? Does it look like training more embryologists? Does it look like automating the IVF lab? Does it look like having nurses do certain things like IUIs? Tell me more about how you would expand into different parts of the country.

    [00:07:34] Marcus: I think that, we have important barriers, so one of them is the price of the IVF treatment and the other one, I think that the gynecologists in Brazil stay with the patients for a long time before refer to a specialist, so I think that we have opportunities in educational issues, not only for the patients itself, but also for the gynecologists.

    I think that they are, with the patients for a long time. And, of course, we have to have more doctors doing IVF, we have to have more embryologists, and we are investing on it. We are investing in medical education and embryologist education because to spread, to increase the number of treatments here in Brazil, have more people doing it along the country. 

    [00:08:34] Griffin Jones: And so what technology do you see as being necessary to aid you in doing that, to make this all possible? And not just technology that might be currently available, but technology that might not be available yet. What kind of technology do you need?

    [00:08:53] Marcus: And I'm particular. Part of my executive career, I have spent some time visiting health companies in Silicon Valley. I have studied data science at Oxford, Columbia, and many other executive courses here in Brazil. So I'm especially interested in technology and I think breakthrough in IVF.

    For example, our group recently bought many embryoscopes many time lapse incubators. So , we are now around 12 percent of the cycles in Brazil. And our clinics around 50 to 60 percent of the embryo scopes in Brazil. So we are investing in it. We believe that technology could improve the results and could improve the access for the treatments. We recently established a partnership with HOMU. I don't know if you have heard about HOMU. Robo is an incubator and accelerator for biomedical startups to developing solutions for the IVF market. We are the only site in Brazil developing and testing these technologies.

    For example, remote ecographies for control the cycles away from the IVF lab. are investing a lot in technology and we believe that it can make the market more accessible for people who live from the biggest cities in Brazil. 

    [00:10:27] Griffin Jones: Yeah, homo, that's Santis incubator, isn't it? Santiago Mnet. And so they invest and they incubate in various technological solutions the fertility space. And so our your group, is your clinic group a sort of tester for those different companies that are in. The HOMU incubator?

    [00:10:53] Marcus: we are testing some of the new technologies, for example, in automatic vitrification, we are planning to test the remotes. Ecography. So we are now the only site in Brazil to do it. 

    [00:11:09] Griffin Jones: Tell me more about that.

    [00:11:12] Marcus: And I think that if you want to spread technology, if you want to spread clinics, one of our pillars is to have a national footprint. So we believe that a big network of clinics here in Brazil, you have to be over the country. Brazil is a continental country, so there are long distance to travel to have a treatment done. We believe that, for example, if you can have remote control of the cycles with gynecologists in a lot of cities around the country, patient just need to travel to retrieve to make, for example, an embryo So patients can do almost all the process. away from the clinics, and we are spreading many sites where the patients can do it.

    [00:12:15] Griffin Jones: What technologies that you've been testing, either through HOMU or other technologies that you've been testing, what technologies have you been pleasantly surprised by?

    [00:12:30] Marcus: We have started a partnership with Future Fertility, for example. We are now offering Violet and Magenta, the two algorithms, in some of our clinics. So we did a retrospective study with and thousands of egg images, and we believe that's something new on it. for example, if the, if a patient come to a egg freezing you can tell her how many percent she can have an embryo or a baby, I think it's something important. Something important in the decision process to have more eggs for the future or not. I think it's a technology, we are testing it, we are very excited to move forward and think there is some value in it.

    [00:13:28] Griffin Jones: What about it has been pleasantly surprising? Is it, is the performance been better than you thought it was going to be? Is it just been, you've been able to use it in more ways? Tell me more about that.

    [00:13:41] Marcus: I think that the accuracy is not perfect, it's not, We expect, but I think we are moving forward. We are increasing, we are submitting more and more images to the system. And I think that the accuracy will increase step by step. And I think in the future, you can put together embryoscope image, artificial intelligence images, and embryo biopsies.

    Because I think in the future you We will put all together and have better results in terms of IVF treatments. 

    [00:14:22] Griffin Jones: What will these technologies do to scale care? Is this just about improving the quality of care or is this some combination that will lead to being, you being able to see thousands more patients than you're currently serving? 

    [00:14:40] Marcus: think both. I think we are very worried about quality. Quality is another pillar of our thesis. Usually people when some, someone heard about a private equity in the markets it, for us, to have lower quality. No, it's not. It's really not. The private equity the team is always worried about stay with the most quality that you can have. And also. Some technologies that can spread the treatments around the country. So it's quality and it's also to have more and more patients doing treatments we have to do it. We are facing a problem about build families we think that reproductive techniques, there is a place for it on it. 

    [00:15:33] Griffin Jones: Me more about Private Equity and your group's partnership with Private Equity and I guess let's start off with a little bit of the history of Fert Group and the size of the group, how many doctors you all have, how many offices and how many cities, how many IVF cycles that you do, and then how did Private Equity come into the picture? 

    [00:15:55] Marcus: We are just starting, the first oh, I'm sorry the first acquisitions were one year ago our clinic I have working a, as executive director in a group in Rio de Janeiro, so our group was the first one to be acquired. Since then, 10 clinics in Brazil.

    The Brazilian market has around 175 clinics spread the country. are now 10 of these clinics, but we are doing 12 percent of the cycle, so our clinics are growing. Not the biggest but among the 10 to 20 biggest clinics in Brazil, we around 20 clinics at the end of 2025. So we are just starting, it's a it's a new culture in Brazil. The clinics are most of them familiar. The owner has run the business for a long time, so it's a challenge to move on, but I think we an extraordinary team, and I think we are doing a very good job here in Brazil. 

    [00:17:08] Griffin Jones: If I'm understanding correctly, then this is private equity coming in and forming a network and acquiring and consolidating existing clinics, as opposed to something like, something like a Shady Grove or a Boston IVF in the United States, which were a group themselves and then got larger and then got financial partners.

    This is a private equity. So you're the chief partner coming in and helping to form the network and consolidating and acquiring networks. Is that right? 

    [00:17:38] Marcus: So, 

    [00:17:40] Griffin Jones: And so how did you come into play for all this? Because you're the chief operating officer of the group now. You're also a medical doctor by training.

    How did you come into the role that you're in now?

    [00:17:55] Marcus: I use it to be a doctor, I'm not a doctor anymore, I graduated in 92, 92. I think I have, had a very good career on it, but the turning point was an MBA in finance, so I start to work part time as executive director in one of our clinics. So we opened a second one and we are thinking of be part of a huge group of clinics, a network of clinics. And it happens one year ago. So for I'm the COO of the group. So here I am as the COO of the group. I'm traveling a lot. I'm traveling a lot. Only. to visit our clinics, to run in our clinics, but find clinics to be part of our network. As I said, we are just starting we are working very hard here down in Brazil. To have the biggest network in South America and of course with pilars of democratize the access quality is very important for us. And of course, I think we are doing a very good job here. 48, 

    [00:19:13] Griffin Jones: And about how many cycles, IVF cycles are done in Brazil in total per year?

    [00:19:19] Marcus: to 50, 000.

    [00:19:23] Griffin Jones: Okay. As a group that's emerging, one of the challenges that has happened in other countries with private equity is making the standard of care uniform in Brazil. Across the network because this doctor practices this way in this city and this doctor at this clinic practices a different way in a different part of the country.

    How are you building the infrastructure to have quality control and to have a certain replicable standard of care?

    [00:19:52] Marcus: There are a lot of things to do, of course, it's not easy. example, now we are rolling out the electronic medical records for all the clinics. Each clinic of our group will be at the same system at the end of 2024. So at the end of this year. We will have at the same electronic medical record. I think it's a first step to to have everybody together at the same platform. One of the things we are doing to integrate it. the clinics.

    [00:20:29] Griffin Jones: Do you have any kind of physician advisory board or how do your lab directors come together? How do your doctors come together? And then what, is there, are there protocols being made that they follow? 

    [00:20:43] Marcus: Yeah. We have a medical he and his group is working a lot in medical protocols. It's a, I think it's the the doctors can prescribe the medicine that they believe, drug that they believe. But of course, as a group, you have to have some protocols on specific points, for example, egg freezing.

    I think that Edson Borges is medical director. He is the former president of our Brazilian Society of Reproductive Health, and he's doing a very good job here with our group, and we think we are moving as fast as we can to have our protocols and educate also the doctors with some of our protocols. 

    [00:21:37] Griffin Jones: I didn't realize that this timeline was so recent, about a year and a half ago. Is Fert Group the first private equity backed network in Brazil? 

    [00:21:47] Marcus: first one is and is the only one here in Brazil. 

    [00:21:53] Griffin Jones: I think UGN has maybe a, a clinic or two in Brazil, or has some clinic presence in Brazil. Now, do you have other international clinic networks come in to Brazil and have a little bit of presence there? 

    [00:22:09] Marcus: Yeah. Brazil, there is a second network of clinics. And some foreigners, private actually are coming to Brazil and make some investments in specific clinics. But our group is one for . And we are buying week . And month by month, new clinics, and we are planning to be the biggest one, and not only the biggest one, but also the largest. Based on quality and we are trying to really be the biggest and also the not the best is something to say, but it's, we are very worried about the quality of our clinic. So are coming down here to Brazil, but I think we have a presence, a very important presence here. 

    [00:22:59] Griffin Jones: So this started in late 2022 or early 2023. What was true about the market conditions in Brazil that have now, it now has been the right time for private equity to come in and start buying clinics wasn't true 5, 10, 15 years ago? 

    [00:23:23] Marcus: I'm not sure the right time, the markets, the IVF markets flat. It's it's a behavior all over the world there are less families, there are less women having children, so we have to face it but I think we have a lot of opportunity on the other hand, because egg freezing is increasing a lot. I think that the COVID 19 made a challenge, made a different way of thinking about the future. So more women are looking for us and looking for each clinic in the world to have her eggs freezing. So I think there is a huge opportunity on it. I think that the economy Of course, we are facing our problems in economy, but Brazil is, as I said, is a huge country, is a huge economy, so I think that you can offer as a benefit, for example, for each large company to offer for her employees to have I think that there is an opportunity on it in Brazil. 

    [00:24:41] Griffin Jones: How much of this is speculation and how much of it is happening now? So how many egg freezing cycles does your whole group do? Is it a couple hundred or a couple thousand for just egg freezing retrievals?

    [00:24:58] Marcus: I think that in Brazil 30 percent of the cycles are egg freezing, 70 percent are IVF. So this is the number. Before the COVID 19, this number is something around 15 to 17 percent of egg freezing. So the market has doubled terms of egg freezing. In our group, the clinics in the southeast of the country are doing around 35 to 40 percent of egg freezing.

    So the biggest city. More egg freezing than small cities. I think that if you can spread clinics around the country, you can make a different way of think and of course offer egg freezing in different parts of the country. So I think there is a huge opportunity to need here in Brazil and of course all

    [00:25:54] Griffin Jones: It sounds like it. 

    [00:25:55] Marcus: I'm sorry. 

    [00:25:56] Griffin Jones: did that number, why did that number double as far as you can tell? Is it, was it just because of, was there, was Money coming into the marketplace it because of inflation elsewhere or and then other people were to amass more money and decided to put that to egg freezing.

    Did employers start covering it in some way? Why did that egg freezing market double in just a short period of time?

    [00:26:21] Marcus: I think that the main trigger the COVID-19. I think that women are thinking about being mothers and, but they are buying insurance to do it to, to, would do it in the future. So I think this, it's a behavior. It's just behavior. And I think happening all over the less in some countries, but it's, I think it's a tendency the world.

    [00:26:47] Griffin Jones: Has that behavior sustained since? COVID. Maybe you saw a spike in 2021 and 2022. Has that increase continued in 2023 and 2024?

    [00:27:02] Marcus: It's stable for the last two years, but it's around 30%. So I think doubled since the beginning of COVID-19 think it's it come to, to stay with us. Of course, as treatments are completely self paid in Brazil, if you offer as a benefit, you have a huge opportunity to increase this number a lot. We are working on it. We are I know that in the U. S. many companies are offering it. as a benefit, but in Brazil it's not common. So it's cultural. I think it's come in a near future. 

    [00:27:43] Griffin Jones: Is that part of the reason why you're using future fertility as well? I forget if it's magenta or violet or which product they use for egg freezing, but is the number of egg freezing patients, does it have anything to do with how you use? Future fertility or I guess vice versa. Do you use that to grow or serve the egg freezing patients in some way?

    How do you use that?

    [00:28:06] Marcus: Violet is the algorithm for egg freezing. And I think it's a tool, it's an important tool to offer something. You can read a report made by artificial intelligence and you can make a decision. So I have enough eggs. Or I do not have enough eggs and I, I will do a second cycle.

    So I think it's important to, as a, to, to make a decision to have more eggs or not. I think it it's important of course the has to develop bit more, but we are working with Dan and we are sending. Egg images retrospectively, and I think the model will be better day by day, step by step.

    [00:28:53] Griffin Jones: And why time lapse imaging? That sounds like a big investment to do so early on and it sounds like you made a big investment in time lapse imaging. Why did you choose that?

    [00:29:06] Marcus: I think that it's another tool that you can the safest environment the development of embryos. I know that there is different cultures. Europe use time lapse a lot and U. S. do not. in Brazil of course, it's a technology, it's expensive, but we think it's there is a place in the future when each of these tools talk together and we have to increase it. To make the results better in terms of IVF. So I think that time lapse, including the artificial intelligence technology, will do a job on it. So we are investing on it and we think that it will be important to for better results in terms of 

    [00:29:59] Griffin Jones: I'm imagining your conversation with your investors and they're thinking, Marcus, hang on, we just bought a bunch of clinics, we want to buy many more clinics, you want to buy all of these time lapse image machines. How did you convince your investors that it was a good idea? 

    [00:30:21] Marcus: I do not have to convince. They are completely convinced that this is we have to work with quality. you don't deliver a baby for someone who is looking for it, You are, you will fail, so we are investing in as much technology as we can to have the better results, to be the best network of clinics, and of course the return on investment is a consequence of doing a good job of or invested in quality or invested in democratize the assess or have more and more people doing IVF, freezing their eggs.

    I think it's a consequence.

    [00:31:06] Griffin Jones: You talked about the opportunity in Brazil for employers to pay for the treatment of their employees as a benefit. Is this an opportunity that you see Fert Group approaching employers directly for? So are you all contacting employers and trying to work out arrangements with employers? Or is this something that you're hoping to do?

    Somebody like Progyny or Carrot or Maven or one of those companies will come into Brazil or that a Brazilian company will emerge in that space. Is it direct that you're going or are you hoping that some sort of employer carve out insurance company will

    Fill that void? 

    [00:31:51] Marcus: yeah, I'm not sure but we are working on do it by ourselves. I think as a network of clinics spreads over the country we can offer in a lot of places and you can. Make the arrangements by ourselves direct to the companies. I think that there is, Brazil is different from US.

    So you have a lot of companies doing intermediating the negotiation with clinics and. Groups and corporations in Brazil. Do not it yet, so we are doing it by ourselves. Of course it's not easy, I think we will have it on, on, on the near future. 

    [00:32:38] Griffin Jones: I want to give you the opportunity to conclude on whatever thoughts you would like to conclude our conversation with, whether it's improving quality, whether it's introducing the new technology, whether it's the IVF market in Brazil and Latin America. What do you want other. IVF providers and lab specialists and fertility clinic network executives both in South America and in other parts of the world to think about. 

    [00:33:10] Marcus: I think that it is what it is. It's not easy. To wake up every day in the morning working hard. So we have a extraordinary team with us. Many people working hard every day to make things done. I think Brazil is a huge country, as I said. We have a lot of opportunities.

    We have a lot of people living down here. And I think we are the biggest country in Latin America. We are the biggest economy in Latin America. And I think that we have to start From here, from Brazil, I think the Brazil will make the IVF cycles more affordable. I that we will have an important an important level of responsibility. As the first active group here but we think we are really doing a good job and I'm expecting good things from Brazil and from this private active group of clinics. 

    [00:34:14] Griffin Jones: I look forward to bringing you back on in a couple of years and hearing about the progress and hearing about the expansion and I think talking more about that expansion in egg freezing because 30 percent of the total retrievals is a high number and I think Brazil might It might be an outlier in that, and so I think that's interesting, and I'll be interested to follow your progress some more.

    Dr. Marcus Dantas Martins, it was very nice to meet you. Thank you for coming on the Inside Reproductive Health podcast. 

    [00:34:46] Marcus: Thank you very much Griffin to be with you today and have a good day. 

    Our group recently bought many embryoscopes, many, many time lapse incubators. So , we are now around 12 percent of the cycles in Brazil. And our clinics around 50 to 60 percent of the embryo scopes in Brazil.

    [00:35:12] Announcer: Today's advertiser helped make the production and delivery of this episode possible for free to you. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the advertiser. The advertiser does not have editorial control over the content of this episode, and the guest's appearance is not an endorsement of the advertiser. 

    [00:35:33] Sponsor: Thank you for listening to Inside Reproductive Health.

Dr. Marcus Dantas Martins
LinkedIn


 
 

242 IVI RMA's Vision for Growth and Partnership. Lynn Mason.

 
 

Today’s Advertiser helped make the production and delivery of this episode possible. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the Advertiser. The Advertiser does not have editorial control over the content of this episode, nor does the Advertiser's sponsorship constitute an endorsement of the guest or their organization. The guest's appearance is not an endorsement of the Advertiser.


Lynn Mason, CEO of IVI RMA North America, provides an inside look at how dyad leadership—integrating physician leaders with business leaders—drives innovation and collaboration across IVIRMA Global, Boston IVF Trio, and other key partners. She discusses how their in-house EMR system is used for patient triage and emphasizes the importance of collecting the right data.

With Mason, we explore:

  • Leveraging vendors beyond cost savings (Making them extensions of the clinic’s operational system for continuity of care)

  • Innovative approaches to time-lapse incubation and pharmacy care

  • Collaborations in genetics and clinical AI (Who they’re working with and why)

Mason also hints at potential geographic expansions, providing clues to where IVI RMA might be looking to open or acquire more practices.


GET MORE IVF-READY PATIENTS NOW
Get Paid Faster!

Gaia is only partnering with fertility centers with excellent success rates. Get in touch with Gaia to see if you are eligible to:

  • Protect your patients from unnecessary financial risk

  • Fill your schedules with IVF-ready patients

  • Improve your revenue cycle management

  • Increase your patient satisfaction scores

Just email Kay Colegrove, to see if Gaia can start sending you IVF-ready patients.

  • [00:00:03] Lynn Mason: it's about communication and partnership, not abdication. And that's when I see vendors become partners is when you're working together to say, I didn't just hand that off to you.

    We're in partnership and communication on this thing. Yes, it's your responsibility and accountability to get it there and to do these things. But if we just let it go, all those cost savings are going to come back in some other kind of way because they're going to be spent making corrections to mistakes.

    [00:01:00] Griffin Jones: Lynn Mason is the CEO of RMA. She's a Stanford MBA. She's been the president or regional president of a number of health systems. And according to LinkedIn, she recently got her doctorate in healthcare administration. I wish I knew that because I would have addressed her as Dr. Mason. Now she finds herself as the CEO of the RMA network at a time shortly after KKR, one of the world's largest capital risk firms, purchased EVRMA and.

    That was only weeks after RMA bought Boston IVF and Trio from Mugen, or right at that same time. Lynn talked about dyad leadership, integrating physician leaders with business leaders. She talked about how they integrate with EVRMA Global, Boston IVF, Trio. And how they use their in house EMR to triage patients and what data is important to collect for triage.

    Lynn talks about how fertility networks can leverage vendors not just for economies of scale but to be partners that, to paraphrase her, are extensions of the clinic's operational system to ensure continuity of care. She talks about RMA's network approach to time lapse incubation and pharmacy care. She mentions who RMA is working with for genetics and clinical AI.

    Finally, Lynn Mason gives us some clues as to what geographic areas RMA might be looking to open or acquire for more practices. After this conversation with Lynn was recorded, RMA announced their partnership with Gaia. I speculate on what advantages RMA hopes to get from Gaia with regard to patient experience and growth.

    And who you should contact if you want the same. In the meantime, enjoy this interview with Lynn Mason, CEO of the RMA Network.

    [00:02:21] Announcer: Today's advertiser helped make the production and delivery of this episode possible for free, to you. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Help, nor of the advertiser. The advertiser does not have editorial control over the content of this episode, and the guest's appearance is not an endorsement of the advertiser.

    [00:02:41] Griffin Jones: Miss Mason, Lynn, welcome to the Inside Reproductive Health Podcast.

    [00:02:46] Lynn Mason: Hi Griffin, it's such a pleasure to be here. Thank you for having me.

    [00:02:50] Griffin Jones: The pleasure's mine. I look forward to getting to know you. Big organization, big role, and the timing was, I want to say, October, November of last year when big things were happening in the IVI RMA world. What was happening? Why that timing?

    [00:03:05] Lynn Mason: Yeah, so for me I'd been in a really interesting spot of looking for my next adventure. So my career for the past about 18 years has been in health care and going to places where I feel like I can truly make a difference. And providing access to care, business folks supporting our great physicians, and really changing and transforming healthcare in North America.

    We just exited a transaction with a previous company that was owned by another private equity. And as I was looking for where's a place that I can go and really make a difference, IVI RMA came on my radar screen. And I must say, I thought I understood, at least a little bit. About the infertility world, but this has been about an 8 month, just mind blowing journey of joining an organization that has, gosh, over 60 years of combined experiences with various different doctors and executives that are there and thinking about how are we really going to impact this infertility world.

    So I came there as I was of thinking about what's next for me and it's been a great journey ever since. 

    What selling, or KKR had bought into IVI RMA global at that point, and then they acquired Eugen abroad and then, so some things were being sold off elsewhere. And then, so IVI RMA comes into acquisition of Boston, IVF. In Trio, were you being briefed on this as it was happening and what was that like? 

    I was really interesting is I came into the interview process, call it summer of 2023, and I was told about Colorado Conceptions, which was very exciting, and IVI RMA expanding, so KKR had already purchased. I joined around November and that's when I was told, Oh, guess what? We have a wonderful gift for you.

    [00:05:17] Lynn Mason: And it is it's been a amazing, but I think what's been such a a great happening for IVI RMA and now the EV network that includes Boston IVF and includes TRIO in Canada is that these are like minded organizations. So when KKR was thinking about what are the organizations that we really want to bring together into a global platform of IVF that's focused on transformation, on Ongoing great science and innovation, patients at the center of the care, physician led with great business people running the organization.

    Here are these companies, these providers that fit really well together because the overarching philosophy is the same. So the transaction closed in February. I had a few months to get my feet underneath me at IVI RMA and we are bringing Boston IVF and TRIO into our global network and our global platform.

    [00:06:18] Griffin Jones: want to talk about what it's like to be at the head of an organization that also encompasses other organizations, but let's stay on physician and business leadership together. How do you view that dynamic? There are some that say it doesn't happen. The business people run the show. There are other people that say, no, this is very much a vollaboration and it works well no matter what organization we're talking about. How do you view it?

    [00:06:44] Lynn Mason: So Griffin, I have been in organizations in my healthcare career where it's been the three different philosophies. The business folks make the decision, the business folks are in the lead, operations calls all the shots, the end. I've been in organizations where it's been on the very other end of the spectrum.

    Providers are there to run, to lead, to do everything, business folks stay back. And then I've been in organizations where there is dyad leadership. When I think about what creates a wonderful experience for patients, what helps physicians to do what they do best. And business folks do what they do best and for us to drive the most value throughout the organization, it's dyad leadership.

    And it does work when we've got those key elements of trust, credibility, and the joint ideas around what we want from a vision, mission, and values perspective. I, what do I mean by that? I think there's a lot of organizations in which they are provider run and provider led. And the providers ultimately say, okay, I'm juggling every single world right now.

    And frankly, the time I'm spending doing things that are accounting related, finance related, business license, you name it, I really could be spending creating a fantastic patient experience. Let me bring in some folks this is what they do. But those business leaders must recognize that they come in without credibility yet.

    The providers have gotten their practices a really long way without a whole bunch of business folks sticking their noses into it. So it is always my first mission and my vision that we come in together and say, how do we build credibility as business leaders to show physicians that, hey, you can trust us.

    With your practices, you can trust us to help you lead in a way in which we're now going to be partners. You're not in this by yourself, we're not trying to come in and make the physicians irrelevant. What I'm trying to do is build and create capacity for you to do what you went to school to do, for you to do what you did all of this training to accomplish, and for me to do what I enjoy, and what I enjoy and love, and hopefully what I do best.

    But when we do it together, so that next piece, when we do it together, what does that look like? Thank you. Constant communication, barely a day goes by, and I'm talking about even a weekend day, where I'm not touching bases with my Chief Medical Officer, Dr. Molinaro, because I see us as partners in this together.

    So he's talking to me about things that are on on the medical side, not for me to solve that issue, but for me to think about what's the business approach that I can take to help him with this, and then vice versa. I am talking to him about all the things going on within the organization and how do we solve these together.

    And when that dyad partnership is built and there's trust and credibility, there's so much more headroom we have. To grow and then lead that throughout our organization. I want to see regions that are led by dyad partnerships, practices that are led by dyad partnerships so that we are maximizing efficiencies, effectiveness, and the patient experience.

    [00:10:12] Griffin Jones: As specifically as you can be, what are specific examples of how dyad leadership looks like between the medical leadership and the business leadership at IVI RMA?

    [00:10:23] Lynn Mason: Yeah, so we've got a wonderful IVI RMA North America Chief Operating Officer who has come into the, to the business and she and I have worked together previously, and She's a great advocate of these dyad partnerships and I'll give you a very recent example of she and Dr. Molinaro working very closely together.

    We are trying to expand into some various areas because we want to continue expanding access. And there are some challenges that come with markets. mean, The United States is 50 states, but sometimes I feel like it's 50 different countries. So we're running into. Various challenges that could in any way, shape, or form be seen as a business issue.

    Or could be seen as a clinical challenge, but the two of them working together on what exactly is the problem? How do we root cause it from our various different perspectives? And then let's come up with something that says, okay, how do we get our physicians on board? How do we our business folks on board?

    Because they're going to be the ones that operate in this market and solve these challenges together. So it's not, we're having a challenge. With opening a de novo. So clearly that's an ops issue. No, if there's a challenge with opening a de novo, I 100 percent guarantee you in the root cause, we're going to find things that belong on both sides of the house and solutions are going to be better by solving them with both sides of the house coming together.

    ,

    [00:11:51] Griffin Jones: So in the case of a de novo example where would issues be coming from both sides of the house? 

    [00:11:56] Lynn Mason: it. Patients and patients trying to truly understand what is the differentiated product that you're bringing to this market. Differentiation in the way that we service a patient along their journey includes how we hold their hand through all the financial process because we don't make it easy in the United States financially to access care.

    How their journey through how they would deal with each of our departments is going to be easier and better and more helpful for them, how their clinical care is differentiated because our outcomes and how we deliver on those outcomes are the best in the country. How do we create a value proposition in a market that is holistic around what it is that we do at IVI RMA and in our network?

    And that comes from what we do from an operational experience, financial experience, medical clinical experience, after follow up that requires both sides of the house. 

    [00:13:01] Griffin Jones: And so tell me a bit about how We expand access to care while you're bringing these two of leadership together. We're not serving nearly enough of the population that should be served. I'd look at someone like an IVI RMA to lead the way, given your scale. We further scale delivery.

    [00:13:24] Lynn Mason: So one of the things that is really important to us is that we're supporting the right legislation and that we're supporting the right groups as we try to holistically across our industry, provider agnostic, this is all of the provider groups coming together to make sure that we have the right protections in place, the right legislation in place, and the right regulations in place.

    to continue to protect and improve upon our industry. The second piece when I think about IVI RMA, we are really trying to dig deep and understand what is it that our patients need. And to do that, first we have to recognize that each patient's journey is very different. It may be very different because of the state in which they live, their own financial resources, The age they are in life, whether they're thinking about preservation or there's already been challenges if it's a really busy professional or someone who can actually dedicate a lot more time, we've got to understand those journeys and meet every single one of our patients where they are.

    That requires our operational folks, our marketing folks, our sales folks, our relationship people, and our clinical team to get into a room. We believe not only protecting the industry, but providing the right types of services To these different patient groups is important. What may look like the right patient journey for someone who's ready to go to IVF.

    They've had experiences, they know what they want, they're talking to their doctor, they're ready to go to IVF, that looks like one thing. Someone who's at the early stages of their journey and they're thinking about preservation perhaps, they don't even know if they have a challenge or not. That's a different type of product, and that's a different type of journey.

    We must get better and we're working together, again, both sides of the house on what are those right products to offer? How do those look clinically? How do they look operationally? And how do we launch those so that we're servicing more and more people?

    [00:15:20] Griffin Jones: Are you talking about two different delivery systems or perhaps more than two different delivery systems for this patient population? We do this, and maybe they don't even see the REI for this patient population. They need to see the REI more, and there's triage involved. Tell

    [00:15:36] Lynn Mason: Abs

    Yeah, absolutely Griffin. So not every patient needs the same level of interaction. Not every patient wants the same level of interaction. Not every patient wants to walk into kind of the same big lab experience. So we're thinking through a lot of ways of who wants to be serviced via telehealth. Look, I am I call myself old school Gen X.

    I'm still, I love some bricks and mortar. I like walking in I like feeling all that love wrapped around me, but I'm also recognizing in other generations, there's a different amount of love. On the go, and what they've had the opportunity to experience from a telehealth perspective. There are some who, they love seeing their nurse and their advanced practitioner, and say, hey, I don't really need to see the REI.

    How do we understand each of those and understand that journey? So that we can say, okay, we're happy to service you via telehealth. We're happy to do what we can to put all of your services into a day versus multi days. And what does that look like? So it's really playing around with and thinking through how can we deliver these products differently and getting a lot of patient input on that.

    We don't imagine that we understand it all just because we're deliverers, but we want patients to opine to us around what would make that patient journey even better for them so that we can segment better and offer different lanes of care in the right way for these patient populations. 

    [00:17:06] Griffin Jones: that sort of triage comes in? In the beginning, is it all about an operational workflow? Is it about using certain kinds of software tech solution? Talk to us about your views on triage.

    [00:17:19] Lynn Mason: yeah, I think triage needs to occur as far upstream as possible. And this is when I say, I'll go back to my broken record around diet leadership, but getting that feedback and constant communication. We really think about bringing our patients in almost like a funnel, right? We want the funnel to really wide.

    At the top, we want to talk to as many patients as possible or potential patients as possible to understand, Hey, who can we help? And to guide people in the right direction. And it became very clear to us as we are getting feedback from our physicians, Hey, we're using systems up front to triage. How do you feel about the ways that we're triaging them?

    Are the right patients reaching you? And we get feedback across our network from our physicians, some who say yes, some who say no. But that just helps us to refine what questions are we asking up front? How are we leveraging treatment? Our homegrown EMR system, Artemis, to help us because we're capturing a ton of data.

    How do we leverage that data to better direct patients, to better help us to triage and to get patients to the right physicians in the right mode of care that they need? And also thinking about perhaps what else do we need to invest in? from a tech and AI perspective to help us understand those feedback loops, but to continue to go as upstream as possible, because I think if we are focusing on that top of the funnel, and we can help get those patients to the right level of care, It almost doesn't look like a funnel anymore.

    It becomes like this straight cylinder, but where patients go to exactly where they need to go. They're not falling out. Because that's the piece of a funnel, right? That as, a business person, as someone who was a chief development officer at one point, sometimes the funnel used to bother me. So, know, what we're talking about is weeding out folks here.

    I think we reach so little Of the population that needs help, we need to focus on a cylinder, and that's about getting people to the right places, but we can't do that unless we focus at triage at the very top.

    [00:19:29] Griffin Jones: You talked about getting the right data using your homegrown EMR solution. What data do you get there that's important that people should be getting

    that sort of patient flow direction? 

    [00:19:42] Lynn Mason: Yeah, we try to, without overwhelming our patients, we really try to get as much data around them, their experience, what previous physicians they've gone to, what medical information is in their chart, and then their own just personal, emotional experience. Experience and journey as possible, because we want to make sure that we not only understand clinically.

    I know, we're in a medical business here. We want all that clinical data that we could get, every lab that we could get, etc. But we also want to understand what are your goals? When you're thinking about building your family, what does that look like? What type of, physician do you work best with?

    How do you want to interact with us? We're trying to capture. The essence of the person as much as possible, not just a clinical view of them, but what are their hopes and dreams and how can we help become a part of that? But then as we're thinking about a business and from a business perspective, we really want to make sure we're capturing where are these patients coming from?

    What's that history of perhaps where? So, We're seeing a lot of patients come from areas where there's no care and coverage and how do we think about that and our growth journey or how we, perhaps a satellite needs to be out there or we're seeing that a lot of young folks are living a certain area of the country or a certain city but there's not a whole lot there for them just to engage in fertility preservation.

    What do we want to think about that? So, We're trying to capture. Information about the person but also information holistically around demographics, our markets, because we're constantly learning. We're constantly learning about how IVF and where patients come from is evolving.

    [00:21:32] Griffin Jones: When you say where they come from, you mentioned geographic examples, are you also thinking of referral sources,

    [00:21:38] Lynn Mason: What? Yes.

    We're also thinking of referral sources. It is so important for us to have great relationships with our referral sources and our referral sources are, numerous in nature in terms of we've got our great relationships OB GYNs who refer to us, but we also are seeing more and more primary care physicians.

    So how do we ensure we've got credibility with our physician partners in other sectors of health care such that the first thing that comes to mind for them is, I know where you can get help, I really want you to meet my friends over at IVI RMA. We really want you to go into that network and let's help make that introduction.

    We also believe that we've got to have and maintain these great relationships with former and existing current patients that are working with us. Our patients are our best advocates to other patients to talk about the journey, to talk about what to experience and what their experience was within our network.

    Our payers and health plans. are also really important to us. That's why their KPIs and what's important to them has to be important to us as well. And we've got to have those relationships where we're not sitting across the table being enemies with each other, but we're working together to say we've got to expand this access.

    What are the right KPIs to be looking at and how do we make sure that we're delivering on those? But where are we seeing that there's a need? Because sometimes we'll see a need. Sometimes our payer partners will see a need. How do we collaborate on that together and let's get care into these places for people. 

    [00:23:18] Griffin Jones: I'm talking with Lynn about RMA strategies for expanding care and being able to serve more patients. And since this conversation was recorded, RMA has announced that they're partnering with a new financing partner. Who and why? If I had to speculate why, because the status quo of revenue cycle management is a nightmare. That's true for small practices, true for big network like RMA. You hear Lynn talking about investing in operations to support providers. How are providers supposed to serve patients and improve clinical outcomes when their teams have to spend all their time investigating the coverage and authorization of different plans and then hunting down payment? Maybe that's why RMA just announced their partnership with Gaia. Gaia, where have I heard that name? Maybe from a podcast episode that I did with their CEO, Nader AlSalim. Since that episode, I've personally run into two practice owners that started using Gaia after hearing my interview with Nader, not including RMA. What advantages is RMA getting from using Gaia? Ask Gaia. Email Kay Colegrove. Kay is her name. So that's K A Y at Gaia dot family. Gaia is G A I A. Kay@gaia.family. Tell Kay you heard about them on Inside Reproductive Health that Gaia is helping RMA. Ask her what they can do for you.

    I would also like to see more of a cylinder than a funnel, or at least some mechanism where people aren't getting stuck or lost. Think of people like Joshua Abram and David Sable that say the worldwide demand for IVF might be 30 million babies a year, it might be 20, it might be 25, but if you think of it being 10x in the United States instead of 90 or so thousand, it's closer to 900, That would mean that the average REI needs to be doing 1, 500 or 2, 000 cycles, which would look very different from doing 1, 500 or 2, 000 cycles

    today. In fact, even putting it in those terms

    Scares REIs and may even shut them off to the conversation Yeah. So how do you get them to think about A technological shift, an operational shift to, if we actually want to be treating the number of people that need treatment for the medical solutions that we have available today, we need a much broader approach.

    How do you get doctors to think about this is how we need to shift to where doing 1, 500 to 2, 000 cycles a year isn't you running on a hamster wheel, it's you being a clinician with a whole lot of technological and support operational support. How do you get them to think about that?

    [00:26:00] Lynn Mason: This is where dyad partnerships that have credibility are so important. I think about if I can go and use an example from a different industry and I'll come back here. My entree into healthcare post business school was at DaVita, which, know, everyone okay, DaVita, the kidney care company, how is this going to relate? We were having a similar challenge in that the need for dialysis, but also the need to go further upstream into patients that were chronic kidney disease 3 and 4, they're not even ready for dialysis yet, but they're heading there, meant that nephrologists were seeing this world in which there was Oh my gosh, how many hospitals do I need to be credentialed in?

    How often do I need to be in the ER, in the hospital, and then in my own practice, and then in the dialysis facility? This is where the dyad partnership became so important because as a physician, what I don't want is you running yourself crazy. That does no one any good. Not you, not the patients, not anyone.

    We need to test some different ways. Of doing workflows, of leveraging technology, of even thinking about the approach as we go further upstream a little differently. And it's that willingness to say, let's first have the conversation and understand we're coming from the same place where we're, we all want to help more patients and we all want to do it in the best way possible, but also we want to protect your time and we want to protect your ability to service patients effectively.

     Here's some ideas, let's involve you in the conversation. If we think about someone like John Carter, when he talks about why transformation fails, that's why transformation fails, right? And change fails. We start dumping things on people. The worst thing that business leaders can do is dump technology on doctors, to dump new ways on doctors, versus involve them in the conversation.

    When we sit at the same table together and say what needs actually to happen differently in the hospital? What needs to happen differently in the dialysis facility? How do we use technology? How do we use people differently? And have the physician as a part of that conversation and be willing to pilot, test, fail, fail safely, and then try it again until we get to the right thing is so important.

    So when I think about translating this to this new world that I'm in now I'm still learning what are those different things that we can do to help with the current state of affairs to build credibility for doctors? There's things that we need to help with today before we even start thinking about 2 thousand 3 thousand, patients, right?

    And we start thinking about hundreds of thousands of babies. There's things we need to fix today. So what do we as dyad leaders do? Prove that we can attack today so that we build that credibility to start testing and thinking about new ways of doing things and then being patient enough to pilot, being patient enough to test new ways, let ourselves fail, celebrate the fails, and then go at it again.

    But it is going to take, I think, a whole new way of thinking about our industry. I go back to the conversation that you just had with Beth. And I really enjoyed reading and listening to that conversation because what it was for me was this wake up call around how some things that I take for granted that are a part of the industry that I'm in right now, just 5 10 years ago, weren't a part of the space that, Beth and TJ and some of the other, know, leaders were operating within. 

    I wonder how we get ourselves ready for what's coming in the next 5 to 10 years. Because this industry is still so young. Even when I talk about we've got this combined 60 years of experience. Well, It's because we both started operating like 30 years ago. That's super young. So we know that change is coming.

    [00:30:02] Lynn Mason: Iteration and innovation are still on the way. So what do we do? To have that credibility with our doctors now, such that they trust a dyad partnership and are willing to test and try new things. And I think so many of our physicians are there, they want to do more. 

    Mm-Hmm. testing now?

    Yeah. So we are looking at uh, a number of different things.

    know, Boston, IVF has done a great job in working with how do we think differently about pharmacy and how do we work with a life and some other things differently? What do we think about with time lapse? How do we think about the ways that that can help our embryologist, who we haven't even mentioned yet on within this conversation to work more efficiently, who, we would fall apart , without them. How do we make the lab a more efficient place with them? So we're thinking about that as well. How do we use our partners like Juno more effectively and higher PGTA and PGTM? How do we continue to improve along these lines, but also what are the different AI systems that we can use to constantly be in response to our patients so that we keep them at the forefront and at the center of being important while we're also making our processes better.

    What are the things that I've learned here, but it's true in a lot of areas of healthcare is our patients want and deserve communication and communication across healthcare right now, is still very manually driven. Someone's picking up the phone and giving a phone call. Someone's having us send an email and wait for a response, but we live in a world in which that could be a lot more automated and not to make it cold.

    And in person um, and personable, but to say, we're providing answers that are great answers and if we need to call and disrupt your day to get you the right answer, we'll do that. But what are the different technologies that we can test in AI that can get you the right We're trying to get fact based responses back to our patients in a timely fashion so that our human beings can be doing the things that we need human beings to do directly.

    So these are just a few of the areas in which we're thinking about making our labs more efficient. Innovating around how we communicate with our patients. How do we help them? Deliver pharmacy better. How do we deliver all these other pieces of the chain better to our patients and more efficiently?

    [00:32:39] Griffin Jones: How do we deliver pharmacy better?

    [00:32:41] Lynn Mason: So I come from a bit of a pharmacy background. of, of fell into it when I was at DaVita and I think a big piece of it is the communication first and foremost has to continuously improve between providers and pharmacy and I say that across healthcare. It's no different in, in, in fertility, but in any piece.

    So, We're going to talk about the benefits of healthcare, us having better communication. It's also using technology. I've talked to a number of pharmacy providers as, as we're having this exact conversation. How do we get insight into the patient's home? So into what they were delivered and making sure they can understand right then and there looking in their box what they're supposed to do, how to do it, and where to go for questions.

    I, what do I mean by that? It is one thing for our patients to have a conversation in front of a physician and they're getting tons and loads of information, right? There's so many different things to keep up with. As I shadow these conversations, I'm just, I'm blown away by, the complex pieces of infertility and there are times that I would imagine if I were a patient that The medication piece might be the last thing on my mind, because we all have taken medications, okay, you go to the pharmacy, you get it, you take it as it's said, but here arrives this box, and oh boys, it got a lot of goodies in there.

    What did that doctor say? Are these the right things? 

    How amazing is it that we've got the technology now that can allow us to see, okay, what was shipped in that box, we can have a conversation, it can be remote around, okay, I know you've heard these things before, you've got that leaflet to read, but here's a conversation we can have just very shortly around what's in your box, and that supports the physicians, that supports the nurses, that's few less phone calls.

    That's coming in to them to explain something they've already explained, but it's okay because we need to hear it as patients multiple times over because this is a complex journey.

    [00:34:48] Griffin Jones: So I might view that as the pharmacy's responsibilities. There's something about your leadership style or view on operations that you're viewing it as the clinic's responsibility.

    [00:35:02] Lynn Mason: I view it as a partnership with the pharmacy to deliver what the clinic wants to have happen, which is a lot of touch and hand holding with the patient. And when we are working with our Vendors, which I prefer to call them partners, that's about having a lot more conversations and understanding around what's working well and what's missing from both sides.

    We've gotten feedback from the pharmacy side to say, Hey, it'd be really helpful if this is what you guys would do. So to me, anything that we're delivering to the patient, there's ultimate accountability, but we have to feel a joint responsibility. around what happens, what that looks like, and how we have a partnership back and forth in which we can deliver on that feedback loop.

    [00:35:51] Griffin Jones: So networks often will get deals with a particular, in your words, partner as opposed to vendor, but for a certain economy of scale. But are you suggesting it's not? Not just about costs that you need to get the partner, the vendor, to integrate in some

    [00:36:11] Lynn Mason: Yes.

    [00:36:12] Griffin Jones: your clinical operations.

    [00:36:14] Lynn Mason: Absolutely. Absolutely. That should be a conversation that feels natural to have. And I believe in doing that through management process, right? When we are looking at partners to work with, it's important to say, how often are we going to communicate? How often can I get you here to talk to my nurses and to give an update?

    What's our communication going to look like and our feedback loops are going to look like? The mistake that I believe so many people make. Organizations make, so many providers can make across all the lanes of health care is to say, I need this service, I need it at a certain cost, and I need this to be off of my workload.

    Okay, those things are true. You likely need a service, you need it at the right price, and your workload, you need some help and it's likely better to outsource it. But it's about communication and partnership, not abdication. And that's when I see, vendors become partners is when you're working together to say, I didn't just hand that off to you.

    We're in partnership and communication on this thing. Yes, it's your responsibility and accountability to get it there and to do these things. But if we just let it go, all those cost savings are going to come back in some other kind of way because they're going to be spent making corrections to mistakes. 

    [00:37:40] Griffin Jones: but to carrier screening, to any type of relationship.

    [00:37:46] Lynn Mason: Absolutely I completely agree that it can and I've seen it, I've seen Work well across various healthcare industries, and I know it can work well here, but I've also seen the flip side of when we've handed things off, there's not the communication of what we think is happening as a happening, or for that partner, what their hope is happening inside of our provider network isn't happening.

    So those to me have to be partnerships in order to be effective, especially as we're in an industry that's constantly evolving.

    [00:38:18] Griffin Jones: How do you vet that, Lynn? Because COST is relatively easy to vet. It's either this price or it's this one, but when it comes to how well do they integrate with our operational workflow and vice versa, how much do they improve it, how do you vet that in potential partners?

    [00:38:37] Lynn Mason: I think a huge part of that comes in that initial relationship building and conversation. I love first working with partners who want to experience who we are as a network first. I really want to go on a tour. I'd really love an audience with your APPs or your nurses to learn and to understand who's the right person for me to work with just to understand what your pain points are.

    Like those, that is key for me to see in a potential partner at first. The second piece is what we contract for. Spot on Griffin that the cost piece, know, you negotiate the numbers. Are we also having a conversation around how often are we going to talk? What are we going to have as our leading and lagging indicators of success?

    How do we check in and course correct? If a partner is helping to have that conversation with me and it's just as important to them that we're having these touch points that we decide if we're working well together or not and how we course correct, it's another touch point to say, okay, I know we're thinking about this in the right way.

    And then the third piece is that we really do execute on it. Meaning. Every quarter we're having, know, our touch base meeting. I know my folks come and say, Hey, Lynn, I was just with this certain vendor and was at, was invited to their offsite and, know, learn so much more. I want to bring them in.

    We're invited into each other's spaces and we're being adherent to what we said we were going to do to have feedback loops and to course correct and have continuous improvement with each other. 

    [00:40:22] Griffin Jones: Hearing Lynn talk about partnerships makes me think about why RMA chose Gaia as a partner for revenue cycle management. RCM infertility care generally follows three key stages, benefits verification, pre authorization, and claims management. Each step introduces potential delays, errors, and administrative costs. Benefits verification requires staff to confirm coverage details, often navigating insurance specific portals, calling directly to clarify plan terms. Pre op then mandates the submission of detailed clinical documentation to justify proposed treatments. With no guarantee of approval, by the way. So if you're RMA or another fertility clinic, you need to partner with a payer who is going to take as much of that junk off of your plate, as much of that junk off your admin team's plate as possible.

    Gaia talks about being one of the fastest payers on the market. They talk about how they help clinics large and small. with their revenue cycle management and support RCM and financial teams at clinics. RMA announced that they'll be using Gaia's financial support with a concierge counselor for those patients who choose to use that service.

    If you'd like to see the advantages That RMA is tapping into, maybe Gaia can do the same for you. Email Kay Colegrove, Kay is her name, she's a lady, a human being, Kay Colegrove, Kay is spelled K A Y, at Gaia dot family, Gaia is G A I A, Kay@gaia.family.

    And then you said sometimes it doesn't work out. You've had it not go the way you want it to in other areas. When is it time to cut the cord and switch to a different vendor?

    [00:42:04] Lynn Mason: Yeah, I think a couple of things that I look for, first, was the feedback well received and was there an attempt to course correct and have continuous improvement around that? If so, we may have to agree up front. Hey, we're going to test a new way of doing this, and if that fails, let's go back to this, but what did we agree upon?

    And if what we agreed upon, we're still working towards, and there's continuous improvement, then we need to keep moving forward, but those instances where feedback is not received, or feedback is given and nothing is done differently and there is a different point of view on what failure has looked like.

    I am a fan of moving on sooner rather than later because those are key indicators that we aren't aligned. we, If we've alignment, then continuous improvement is going to happen. If we don't have alignment on what failure looks like and what feedback loops look like and course correcting, there's no amount of time that's going to fix that scenario.

    [00:43:10] Griffin Jones: The types of technologies that you talked about in introducing new partnerships, you talked about AI a few times, but it sounded not just like clinical AI, but also, operations AI in which the patient is perhaps getting answers from a chatbot or they're getting some sort of real time communication from AI as opposed to having to call, play the voicemail game.

    What are you testing there? 

    [00:43:37] Lynn Mason: Yeah, we're working with a couple of organizations that, not to be named yet, but hopefully soon, on piloting technology that they have. That can be integrated with our Artemis system in order to response back. We also have a global initiative going on that hopefully we'll be able to talk about soon around this very thing on communication with patients, but also, know, communications broadly.

    And I will say, this is the beauty around being a part of a global organization that's also looking. Yes, region by region, North America, Iberia, Europe but says some of these challenges are global in nature. And what can we do and learn from each other as this integrated network to what's the packet of materials that's handed to a patient when they leave?

    What's that frequency of follow up? How do we automate that? So we're looking at some things from a global perspective as well. And a third, we've we've worked globally to do a lot of studies that are time and motion in nature, management process in nature to say, if we're really working to the point of burnout, let's pause.

    Let's go and let's time motion study this. Let's take a look and say, where can we add some efficiencies? And sometimes efficiencies are as simple as new. Workflows, new processes, the way we're using our teammates, our APPs, our nurses. How can we do that more effectively? I think we're at a point in time where AI is so sexy and some of these technological things are so sexy is that the solution?

    Sometimes it's just better operations. And then other times it's, it is. What technology can we get in here to help you? What's taking the most of your day? And asking those questions and being out in the field. We did some of that work earlier this year. We're about to do some more to say, how can we improve these operational workflows so that our teammates are experiencing joy at work and not burnout at work?

    And some of that takes a long time to do and to understand and to really test some new things. But. Other pieces of it are just, hey, we just need to tweak how we're doing our workflow here. It doesn't have to be that cumbersome.

    [00:46:02] Griffin Jones: I would see responding to certain patient questions, not all, but certain patient questions as one of those things that it's not just an operational improvement that we 

    [00:46:10] Lynn Mason: Right. 

    [00:46:11] Griffin Jones: use something like that to scale to want the answers and the quantity that they want the answers with regard to being a part of a global organization and earlier you mentioned time lapse is something that To paraphrase, I have evolving views on, IVI RMA organization. other parts of the globe, there's a lot more time lapse, where in the U. S. it's probably 20 percent or less. How do you view time lapse and does your affiliation as part of a global network impact that view? 

    [00:46:43] Lynn Mason: I think it's something, like I said, we're testing and we're working with right now and I think that's very important. When first our embryologists within North America say, look, this is really what we should be testing. We want to be mindful of that and hear that and work with them on that.

    What's wonderful about the global organization is that there is influence, but what influence looks like within the IVI RMA global network is we meet quite often. We meet as a global team every other month, which, know, someone's going to say, wow, so you guys are flying around meeting together every other month, but it's important because we have these conversations and it's not a heavy hammer that comes down and says, this is what's going on in the UK.

    As a result, it needs to go on everywhere else. It's really a scientific approach that says, hey, this is what we are doing here. We've been doing it for quite some time and these are the results. What could testing it look like in your market? What could bringing this out look like in your market? So we think about time lapse in that way.

    We take a very scientific approach to looking at how do we want to test here? How do we design the right studies? But also, what have we already learned? Globally, that we can apply. So it's, it's like two for the price of one, if you will, because we already have markets that are leveraging different types of technologies, know, for us, there's some things that we think about here in terms of what our EMR looks like and what attracts.

    Well, Artemis is not, in Thank you. Other countries, but what can be learned here from what's in our EMR, that could be great somewhere else. So that's how we learn together versus an influence together versus a heavy handed approach. It is, we're scientists, so let's learn together as scientists.

    [00:48:32] Griffin Jones: How do you engage with IVI RMA

    You are the CEO of a very large organization, just as IVI RMA North America, part of the IVI RMA Global, a very large organization with their CEO. Trio in Canada has a CEO, they're part of EV North America.

    Boston IVF is a very large organization that's within your organization. They've got their CEO, David Stern. How do these organizations fit together?

    [00:49:00] Lynn Mason: So with North America, we work together as a network of brands and again, this is where communication is key. We are still in the early days of our integration work. The transaction just closed. So we're still aligning technology systems like Artemis but it is important to us from a communication perspective that we're communicating and sharing, because that is the beauty of bringing these organizations together is to get the best from all worlds.

    So I'll go back to boring old management process. First we've got to be talking weekly. We also have a group meeting just in North America. We've got our weekly call in North America with Canada. We've got our own separate calls , that we do there and meetings that we do, management process around all of that.

    So those are things that we do that are joint and the same. With the global team, we actually have a global call our weekly committee call that is what it says it's weekly. So we're exchanging information on a weekly basis and our global CEO, Javier, is the Javier is someone who, he is constantly in country.

    I am in awe of how he does it. I see Javier almost every single month but we talk weekly as well. Communication here is absolute key. And then when I talk about the Dyad Partnership again, Javier has a Dyad Partner. Dr. Roqueña is constantly talking to my dyad partner, Dr. Molinaro.

    So having these communication loops and learning from each other and deciding, hey, what's the best from all worlds that we can pull together as this global network? That's when the fun really starts happening.

    [00:50:50] Griffin Jones: Within North America, what, for what things is it that, hey, we make these decisions together, we buy these things together, we do things this sort of way together, versus this is when IVI RMA does it their way, and Boston IVF does it their way, and TRIO does it their way? 

    [00:51:07] Lynn Mason: We do not want to upset, first and foremost, anything clinically or medically that is working well. We want to ensure that our medical directors have a say in how they practice medicine and treatment. Thank you. Our medical directors over those brands are helping them with that and constantly communicating.

    So the first and foremost we always want from a clinical perspective, our physicians to be able to practice medicine in the best way that they see practicing medicine. And then we bring things together that say, okay. These are the best standards of care and let's think about how we to roll those out.

    We work together very closely on business development and deciding our directions to go on business development. Ultimately, IVI RMA, North America, is a network. We are working together On how do we grow, where do we grow, who has the relationships and then let's grow from and operate from that perspective.

    But again, the key is how as we're integrating with systems, do we best learn what are the things that are working really well and bring them together under what IVI RMA Network, which is IVI RMA North America does.

    We've talked a lot about how you can use these systems and grow these teams to improve care. How do you reduce cost at the same time as improving care? 

    It's the challenge of healthcare. It's been a challenge of health care for so many different industries and across the years. The cost of doing health care continues to rise especially across North America. So for us, it's first about thinking about really, Being good stewards of our resources, be very thoughtful around planning and how we leverage our scale when we are negotiating for things that are pure costs for the organization.

    [00:53:12] Lynn Mason: That is really important to us to leverage what's our purchasing power, what's our scale, how are we really good stewards of resources around how we use people, and then what are those areas that perhaps it was the way that we needed to operate or staff or do things historically, but there's better technology or there's better systems that we can use now to reduce the cost.

    What we want to ensure is that clinical care still always comes first. Clinical care comes first, but then how can we do it more efficiently and effectively through leveraging our scale, our purchasing power and technology.

    [00:53:51] Griffin Jones: How do mergers and acquisitions come into all of this? Is it for that purpose, at least partly, to increase the purchase power and to increase the power that you have with certain to integrate operations at scale? How does M& A play in?

    [00:54:08] Lynn Mason: Yeah, so first and foremost, we do truly want to expand access to care, and we want to do it with really strong partners, and especially in areas where we see that there can be a lot more growth. So we look for M& A partners who are already aligned clinically. And are in areas where we say this is a great area for us to enter and then we can grow from there and expand that access to care.

    We do believe that we can bring to practices some of the great things that have been done across our networks for years to help improve outcomes. But also to help improve the total cost of care. So first and foremost, we want really aligned partners who can help us quickly expand in those areas where care is needed.

    But secondly, we want to be able to bring some of these things that we've learned over these years of experience to providers who want to be a part of a bigger network, who want to have access to more innovation research, the ability to test things and take advantage of our scale.

    [00:55:15] Griffin Jones: You mentioned conceptions in Colorado, Dr. Bush's practice, Glenn Proctor's practice in the Denver area. What areas is IVI RMA North America not in yet? It seems like you're in in Seattle and what areas are you not in yet?

    [00:55:31] Lynn Mason: And so you're right, you look at the map, we have a great concentration in the Northeast and New England, our Boston IVF partners, have a great concentration there as well. We're along the West Coast, but there is still so much white space. It's in the middle of our country where there's some providers, but frankly not enough and more growth is needed. 

    There's still so much need in the Southeast I'm a little partial to the Southeast cause it's originally where I'm from and even thinking about my own personal journey. The access to care here just was not talked about nearly as much as I've seen it talked about in other areas of the country.

    [00:56:10] Lynn Mason: So I think there the US where we see a lot of access to healthcare, we do have a presence there, but I also believe there's so much of the country that especially in the middle and as you come down into the south, there's still opportunity to really service a lot of patients.

    [00:56:28] Griffin Jones: What do you want fertility specialists, practice owners to either think about differently or as we grow as a field in the next couple years or pay closer attention to.

    [00:56:41] Lynn Mason: The first thing to think about differently is truly leveraging the strength of the dyad partnership. I have just met amazing REIs who've done it all themselves and I am constantly impressed and there's so much more that we can do when we partner. Together, and to just give some of that weight away to the dyad partner.

    Let that dyad partner carry that weight. The second piece is to still be as excited about innovation and trying new things as I believe has been occurring across the few decades that the industry has truly been in place. Just, know, drinking from a fire hose, entering the space, looking at all the research and all the innovation.

    I'm blown away, but now is absolutely not the time for us to slow down our publishing and our research and what we're willing to try now more than ever where We want to take that next leapfrog ahead and the number of patients we can service, the number of babies that we bring into the world, now is absolutely the time to crank that into gear.

    What should we be testing? What should we be thinking about? What pieces of the value chain need to come together and take this market and to take this industry that next step forward.

    [00:58:09] Griffin Jones: Lynn Mason, CEO of IVI RMA North America. It's been a pleasure getting to know you today. I look forward to having you back on the Inside Reproductive Health podcast. 

    [00:58:18] Lynn Mason: Thank you so much, Griffin. It was a pleasure. I love meeting you. 

    [00:58:22] Griffin Jones: If you'd like to see the advantages that RMA is tapping into, maybe Gaia can do the same for you. Email Kay Colegrove, Kay Colegrove, Kay is her name, so that's K A Y at Gaia dot family, Gaia is G A I A, kay@gaia.family

    [00:58:39]Announcer: Today's advertiser helped make the production and delivery of this episode possible for free to you, but the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the advertiser. The advertiser does not have editorial control over the content of this episode, and the guest's appearance is not an endorsement of the advertiser.

Lynn Mason
LinkedIn


 
 

241 Embryologists Demand Standardization. Time Lapse Now a Must-Have in the IVF Lab

 
 

Today’s episode is paid content from our feature sponsor, who helps Inside Reproductive Health to deliver information for free, to you! Here, the Advertiser has editorial control. Feature sponsorship is not an endorsement, and does not necessarily reflect the views of Inside Reproductive Health.


Are time-lapse incubators a necessity or just a nice-to-have? 

While the clinical improvements may seem incremental, three IVF lab directors—Ms. Christine Yeh, Dr. Mina Alikani, and Prof. Alison Campbell—explain why they are essential for the future of standardized fertility care.

Tune in to hear:

  • How EmbryoScope helps scale IVF volumes with small teams.

  • Why standardization is crucial for both labs and networks.

  • How an IVF system at CARE Fertility saves six months of embryology time per year.

  • The role of AI integration in automating embryo assessments.

  • Key mistakes to avoid when implementing time-lapse technology.

Listen in to learn how leading labs are leveraging EmbryoScope to drive efficiency, and find out how your clinic may be eligible for a free 120-day trial through Vitrolife.


120-DAY FREE TRIAL FOR QUALIFIED FERTILITY CENTERS!
Experience the future of embryo evaluation with a risk-free 120-day trial of EmbryoScope

  • See all the benefits that EmbryoScope’s time lapse technology can bring to your clinic, including: 

    • Continuous uninterrupted culture

    • Improved embryo development 

    • Streamlined workflow for maximum lab efficiency

No risk. See if your IVF lab is eligible to participate.

Don’t miss this exclusive opportunity—email here to see if your IVF center is eligible to participate in a 120-day Embryoscope trial to measure the impact it can have in your lab.

  • Dr. Mina Alikani (00:03)

    Time lapse as a tool in the embryology lab is moving from a nice to have toward a must have. And I think that that is really rooted in the desire to make what we do in the embryology lab more objective rather than

     

    subjective, so more precise embryo assessment. We also want an AI driven embryo selection tools, which time-lapse makes possible. And of course, there's the aspect of undisturbed culture conditions that are also important. So yes, I agree that we are moving from time-lapse incubation being nice to have.

     

    toward a must-have.

     

    Griffin Jones (00:59)

    Scalability and standardization. Are time lapse incubators a nice to have or a must have? Every time I ask this of embryologists, I get some version of the same answer. There's nuance, but it's a must have, they say. The nuance? Obviously, embryoscopes aren't a panacea, right? Some benefits might be more important than others. The clinical improvements may only be incremental right now. Even my guests on this episode say that some labs will be just fine without them. And yet, virtually every embryologist I've asked

     

    has said time lapse incubators are a must have for the future of the standard of IVF care. Why? Thanks to my guests, three different IVF lab directors, Ms. Christine Yeh Dr. Mina Alikani, and Professor Prof. Alison Campbell, I now understand why. It's all about standardization and consequently scalability. How can you scale your fertility clinic or network if you haven't standardized your best practices across labs?

     

    Listen to how each of my guests keep coming back to this need for standardization.

     

    Christine Yeh shares how she uses embryoscopes to manage standards between one small team on the East Coast and another on the West Coast. She talks about how she uses embryoscopes to grow IVF volumes with a small team because you probably can't hire a bunch of extra embryologists either. She shares how she uses embryoscope to maximize the space she has in a small IVF lab because you're probably working with limited space too. Dr. Mina Alikani Alikani talks about the necessity of standardization.

     

    as the operative shared word in the concept of standard of care. She reframes the question for all the C-suite listeners. She talks about her first uses of embryoscope, things that she had never seen before in an embryo.

     

    Prof. Alison Campbell shares how Care Fertility invested one million pounds in a complete embryology system that also included embryoscopes and how that system saves six months of embryology time per year.

     

    They talk about how their IVF labs scale care by reducing time for FERT checks, embryo assessments, and integrating with AI to automate annotation.

     

    They each share mistakes they would avoid and what they would do to take advantage of an offer that VitroLife has for eligible clinics to try Embryoscope for free for four months. Listen to what these lab directors have to say and then give it a try for free for four months to see if you can replicate the success that they were each able to standardize. Contact VitroLife to see if your clinic is eligible and enjoy this conversation about the standardization of best practices in the IVF lab with Ms. Christine Yeh, Dr. Mina Alikani and Professor Prof. Alison Campbell.

     

    Griffin Jones (03:59)

    Ms. Yeh Christine, Dr. Alikani, Mina, welcome to the Inside Reproductive Health Podcast. And Professor Campbell, Alison, welcome back for your third time, I believe, on the Inside Reproductive Podcast.

     

    Dr. Mina Alikani (04:12)

    Thank you very much for having me.

     

    Prof. Alison Campbell (04:14)

    Yeah, thanks. It's great to be back.

     

    Christine S Yeh (04:15)

    Yes, thank you.

     

    Griffin Jones (04:16)

    Mina, I see different embryologists starting to have a consensus. One of our audience members said that time-lapse imaging in the IVF lab is increasingly moving from a nice to have to a must have. What do you suspect that person means? Do you share that view and why?

     

    Dr. Mina Alikani (04:37)

    I actually do share that view. think that time lapse as a tool in the embryology lab is moving from a nice to have toward a must have. And I think that that is really rooted in the desire to make what we do in the embryology lab more objective rather than

     

    subjective, so more precise embryo assessment. We also want an AI driven embryo selection tools, which time-lapse makes possible. And of course, there's the aspect of undisturbed culture conditions that are also important. So yes, I agree that we are moving from time-lapse incubation being nice to have.

     

    toward a must-have.

     

    Griffin Jones (05:28)

    Christine, you're nodding your head.

     

    Christine S Yeh (05:29)

    Yes, I would agree with that. I also think there is the aspect of the procedures that are going on in the laboratory and being able to take out a portion of observing the embryos and evaluating them out of the physical laboratory allows that space to be used for other techniques. The world of fertility is just growing and laboratories are getting busier and busier. It's a big overhead in general, each square footage of your lab compared to other areas of the clinic. So

     

    being able to remotely do, remotely meaning outside of the laboratory perform some of those techniques that we would typically need a microscope station for just makes it possible to do more in that same space and for the embryologists to have more area to work in.

     

    Griffin Jones (06:15)

    I want to go into each of these buckets as we talk more today, the clinical outcome side, the workload improvement side. Alison, do you feel that it is neck and neck between those two of what's tipping the balance towards time lapse becoming the standard or is right now, is it more about one of those buckets than the other?

     

    Christine S Yeh (06:19)

    Mm-hmm.

     

    Prof. Alison Campbell (06:35)

    I think there are so many benefits as we've heard, but I think in terms of nice to have, best to have, think it's a much better system. And I think the main benefit, if I had to choose one bucket, would probably be embryo selection, assessment and selection together. Because as we know, we've heard the human is so subjective.

     

    And this information that we get from the time-lapse systems allows much more objectivity and much more information. You can't compare the quantity of information you get from a snapshot, morphological, microscopic evaluation, and the time-lapse system, a series of images collected over five, six days.

     

    Dr. Mina Alikani (07:19)

    I definitely agree with Alison on this, how she described it. And I do want to kind of look at your question in a slightly different way, which will probably make the answer much more obvious. And that is, do we want to move toward more subjective?

     

    assessments or do we want to move toward objectivity? And then the answer is quite straightforward. We don't want subjectivity. We want objectivity and we want a certain level of standardization so that, so that we can actually be

     

    Griffin Jones (07:49)

    We don't want subjectivity, we want objectivity, want a certain level of standardization so that we can actually be

     

    Dr. Mina Alikani (08:05)

    able to predict outcomes more reliably, regardless of where we are in the world, which laboratory we're practicing in.

     

    Griffin Jones (08:05)

    able to predict outcomes more regardless of where we are in the world, which laboratory we are practicing in.

     

    Dr. Mina Alikani (08:15)

    And that, in the end, is to the benefit of the patients.

     

    Griffin Jones (08:16)

    In the end, it's to the end that's the question.

     

    Christine S Yeh (08:17)

    Mm-hmm.

     

    Griffin Jones (08:20)

    Explain to me how subjective it can be right now between embryologists versus the objectivity that AI and other tools by way of time lapse provide. Objectivity for someone who's not an embryologist, for the business people listening, why is that significant?

     

    Prof. Alison Campbell (08:41)

    we know as embryologists when we look down the microscope at a blastocyst at a late stage embryo it has a couple of main features, maybe three main features. It has a diameter, it has two cell types, the inner cell mass and the trophectoderm, but they can look broadly different. The diameter can change, it does.

     

    And we don't have a measuring tool down on microscope while we're looking. So you've got nothing really apart from your experience and what you've seen before to calibrate it on is just a really momentary assessment. And it's just so subjective because the lighting might be subtly different. There are other embryos might be around in the same field of view that could influence your opinion. You may have met the patient in the morning just.

     

    So many human factors and different elements that could subtly but significantly change your opinion. And also if you were to look at the same embryo half an hour later or half an hour before, or even five minutes, it can look substantially different. It doesn't very often look substantially different, but sometimes it does. So you may give it a completely different grading. And this grading consists of three letters or numbers.

     

    And based on that, big decisions are made. Is this embryo going to be transferred? Is it going to be cryopreserved? And then down the line the following year, maybe if it has been cryopreserved, is it going to be warmed and transferred now or shall I choose a different one? So it's such a simplistic assessment and momentary assessment that has major impacts on what's going to happen to that patient.

     

    and even future decisions for that patient. So if you've assessed a group of embryos, you've given them these simplistic scores, which do relate to clinical outcomes somewhat. They're not absolutely useless, but they're very simplistic. But if you've done that, then that information could and will dictate what happens to that patient, and it could make or break whether they will have the baby they want. Many patients give up.

     

    Griffin Jones (10:30)

    which do relate to clinical outcomes somewhat. They're not absolutely useless, they're very simplistic. If you've done that, then that information could and will dictate what happens to that patient and it could make or break whether they will have it. Maybe they want many patients to

     

    Prof. Alison Campbell (10:51)

    because they've not had a success first time with cryopreserved embryos still in the tank. So this is heartbreaking. Had we chosen a different embryo potentially based on our quick assessment, they may have the baby and they may go on to have another one from the same cohort. it's, yeah, it's a, don't want to put too much pressure on the embryologists, but it's a very important piece of their work.

     

    Christine S Yeh (11:15)

    Just to add on to what Alison was saying as well and to bring it, Mina had made a comment about standardization between laboratories. And I think bringing time lapse into more laboratories standardizes the tools that people have to evaluate. So in certain laboratories, they might only have a stereoscope to do their observations of their embryos, which the embryo

     

    features are not going to show up as much. can't see as much detail whereas other laboratories will have an inverta-scope which you can get a higher magnification. You can see more granularity in the cells. So their grading is going or could be vastly different. You think of looking at a picture that's extremely pixelated and trying to make a grade on that versus one that's high definition. I mean we look at TVs. What we can see on the actor's faces are completely different nowadays because the resolution is so much better.

     

    So if we're looking at different technologies in different laboratories, evaluation of the same exact embryo is going to be different simply because of the resolution that you can see. So if you put time-lapse incubators in each one, one, there would be the ability to share pictures of that embryo. So even if grading schemes are slightly different from laboratory to laboratory, the new laboratory that receives those embryos, if we're talking about transfer of embryos from one lab to the next,

     

    could look at the picture image and say, okay, do I agree with what the previous laboratory graded this on paper? Or would I choose a different embryo based on the pictures that we have and the grading scheme and the way that we decide things internally from lab to lab? So I think that standardization would also be extremely beneficial on just the technology side.

     

    Griffin Jones (12:56)

    Mina, tell me about the papers that you've been involved in with regard to research on the topic.

     

    clinical outcomes being different with time lapse versus with traditional incubators.

     

    Dr. Mina Alikani (13:07)

    Right, so I think to some extent the jury is still out on whether time-lapse microscopy and the use of this instrument actually leads to a significant improvement in outcomes. There have been many publications on that topic and

     

    Some will say yes, others will say no. Unfortunately, comparing these studies is actually quite difficult because they are heterogeneous in the design of the experiments or the studies and also measuring the impact. Is it live birth? Is it cumulative live birth? Is it fertilization? Is it development?

     

    you have a whole spectrum of outcomes that have been assessed during these studies, many of which, if not most, are retrospective. is this impression that we need more proof that this instrument will lead to improved

     

    outcomes. But you know, if I could just talk about it in a more philosophical way, and the way I normally talk to physicians to try to convince them that this is actually a good way to go, is that, you know, it really it takes more than a single technology to improve outcomes in IVF. And

     

    At this juncture, you know, in 2025, the future really is about automation and standardization and integration of artificial intelligence in all aspects of IVF. And time-lapse is a step toward that future. In fact, that future is here already.

     

    we are seeing it unfold, although somewhat incrementally, we are seeing it unfold. again, don't we need to question, do we need actually to question and move from subjectivity toward objectivity? And, know, in terms of looking

     

    at outcomes. Is the technology being applied properly? You some people have it and just use it as an incubator, which is nice because it's great incubator. But it's supposed to do more. You're supposed to use the data that it generates for development of algorithms that will help you.

     

    Griffin Jones (15:33)

    Is the technology being applied properly? Some people have it and just use it as an incubator, which is nice because it's a great incubator. But it's supposed to do more. You're supposed to use the data that it generates for development of algorithms that will help you

     

    better select your embryos.

     

    Dr. Mina Alikani (15:59)

    better select your embryos, but if they are not using

     

    Christine S Yeh (15:59)

    Mm-hmm.

     

    Dr. Mina Alikani (16:02)

    that feature, it's not going to be helpful to them, is it? And are the right expectations being set? you can't suddenly using one instrument improve your outcomes by 20 percentage points. It's just, especially, especially in labs where

     

    good outcomes are being produced already, it's very difficult to reach that differential and fulfill that expectation. It's just not the right expectation. So you have to look at it holistically and looking at workflow, looking at environment for development of embryos,

     

    Christine S Yeh (16:34)

    Thank

     

    Dr. Mina Alikani (16:56)

    looking at the ability to select embryos more objectively and looking at outcomes to see if you can improve incrementally. So this is how I look at it. But this is not exactly how it's presented very often.

     

    Griffin Jones (17:14)

    Then why is time-lapse such an integral part of the holistic picture Christine you're opening a new IVF lab. Are we allowed to talk about that?

     

    Christine S Yeh (17:23)

    Yes. Thanks most people now. Yes.

     

    Griffin Jones (17:24)

    You're opening a new lab. You've been managing your lab in Toronto. You're opening up a new one in

     

    Vancouver. From what I understand, you really wanted embryoscopes in that lab. One, is that the case? And two, if so, why?

     

    Christine S Yeh (17:39)

    huh.

     

    Yes, that is the one, as Mina mentioned, it's a fabulous incubator. They're very sound. They work extremely well if you just use it as an incubator. From my experience starting the laboratory in Toronto, we opened in 2022. Most laboratories start with a small team and we don't batch cycles. So they come as they come. And one thing that's the

     

    embryoscope or a time lapse incubator has allowed us to do is grow more naturally with less stress with a small group of embryologists. Your timing, you don't have to be as exact on timing for FERT checks in the morning. And being able to retrospectively watch how the embryos grow, one, gives you a great insight to how your culture system is doing. Especially with an early stage laboratory, when you don't have a lot of cycles, you can spend a lot of time and look at

     

    optimization of your culture system based on the morphokinetics of your embryos based on how they're growing, what's coming, your time points. We know that embryos can make it to a blastocyst, but certain time points aren't as ideal if they're not getting to the cleavage stage at a certain point or the blastulation stage. Maybe there's things that you can tweak. So having that extra data and information to be able to analyze can really help, and I believe it helped us.

     

    to get great success rates right off the bat. Also with an offsite laboratory, having a time lapse is very helpful to be able to support from offsite. You can have somebody remote in and evaluate embryos together. If you have a new team or new embryologists, it's a great training tool because you don't need to leave your embryos out longer. You don't need to be switching people at the eyepieces.

     

    of your microscope to look at an embryo, you can look at it for five minutes and really dissect everything that you're analyzing and teach the people that are eventually going to be doing that as well. And having the ability to do that off site is instrumental. And then also we're really pushing for wanting to integrate seamlessly an AI system. Again, that's here and it's available and that's something that

     

    myself and my team at TWIG is very passionate about and being able to do so seamlessly with a time-lapse incubator is necessary. And if we went with a bench top incubator or box incubators, that integration is much more difficult and we're right on the precipice of it. So why go with something that is going to be harder to advance into the future? Does that make sense?

     

    Griffin Jones (20:14)

    I keep hearing about FERT checks and saving time not having to do FERT checks at a certain time and how important that is to embryologists and they really like embryoscope for that reason. A business person might not understand what the implications of that are. you tell me specifically why do embryologists keep saying that as a benefit? How does that impact the rest of the management of the lab?

     

    Christine S Yeh (20:39)

    So the timing of looking if eggs have been fertilized or not is very specific. There are what we call pronuclei that show up for a very small window of time. And that's how we know if the sperm has fertilized the egg. If you're looking at an Ixie case or where you inject the sperm directly into the egg, typically a fertilization check you would do between 16 to 20 hours.

     

    post-fertilization or post-IXI because this is the most likely time point that you're going to see those two pronuclei, which is the morphological features that an embryologist evaluates to know if that egg was fertilized. So if you have a very early morning retrieval and you do your IXI at eight o'clock in the morning, that fertilization check is going to be happening at four, five, six o'clock in the morning.

     

    getting embryologists into the lab at that time can be difficult. And if you miss those signs of fertilization, because there's two pronuclei, eventually they disappear. And then every egg looks the same. So if you don't see those pronuclei, then you might deem an egg unfertilized when actually you just missed it. In the case of conventional IVF, this window is a little bit more in flux because we don't know the exact

     

    time that that sperm entered the egg to fertilize that egg. So there could be a heightened chance of missing that sign of fertilization, whether you look at the egg too soon or too late. But with time-lapse, you're able to know exactly when fertilization happened, when those pronuclei appeared, how long they stayed, and when they disappeared as well. So it's very beneficial to be able to do those FERT checks and not feel as

     

    strapped for time of I need to look at exactly this time point to make sure that I don't miss it. And Mina and Alison, please, you have much more experience than I do. Please add to this if you feel.

     

    Prof. Alison Campbell (22:36)

    Yeah, you're quite right. It gives this flexibility. So how it can impact the wider team is that the lab can be more flexible. So if we need to schedule the egg retrievals at different times, we're not restricted by this specific window that we were before. So it has benefits throughout the whole clinic.

     

    Griffin Jones (22:55)

    Did you want to add anything to that Mina?

     

    Dr. Mina Alikani (22:58)

    I agree with everything that was said. I do want to point out though that even though the use of ICSI has increased significantly over the past decade or so, we still have somewhere

     

    between 30 and 40 % of the cases that have standard insemination and not all laboratories have switched to a 100 % XC model. So in that case, you still have to stick with the timings and observe those requirements for fertilization checks when

     

    eggs have been inseminated via standard IVF rather than ICSI. And those eggs are not put into the time-lapse incubators until the day or a day later after insemination on day one, after fertilization has been checked already and

     

    we know which eggs have been fertilized and which have not. So that caveat is still there.

     

    Griffin Jones (24:32)

    it seems to me that probably only 10 % of clinics maybe 20 % of clinics in the US have

     

    time-lapse incubators. know that number is a lot different in Europe and in the UK. Is it that way in Canada as well, Christine?

     

    Christine S Yeh (24:48)

    the exact number, but I would say more and more clinics are adopting the time lapse in Canada. Whether they use it for all cycles or not is another question. I think there are some clinics who have a time lapse incubator and they use it for select cycles or select patients. But just anecdotally, I would say probably 50 % have time lapse. It's not more in Canada.

     

    Griffin Jones (25:04)

    Alison, do you?

     

    That's many more than I would have thought. Alison, do you think we're at a tipping point in the US now that you're part of a network that has a presence in the United States and you get to see a lot of the US market? Do you think that we're going to see an upward trajectory of adoption or is something standing in the way?

     

    Prof. Alison Campbell (25:29)

    I don't see it being at a tipping point, to be quite honest. It seems to just be a really slow trickle to me in the US. In the UK, we must be more than 90 % of clinics, I would say, have at least one time-lapse device. And we've been using it at Care Fertility since 2011, so it's such a long time. In the US, it seems to me that the primary embryo selection

     

    technique is PGTA and that the mindset generally speaking is well, this is superior in terms of embryo selection to time lapse. we don't, why would we need both? But actually we know from the data and the evidence that we can distinguish between euploid embryos. So for PGT patients who are fortunate enough to have multiple euploid embryos, then let's add the time lapse to really

     

    Christine S Yeh (26:00)

    Okay.

     

    Prof. Alison Campbell (26:26)

    aid selection between them just to get these additional marginal gains and give the patients the best possible success rate as soon as possible.

     

    Griffin Jones (26:35)

    Do you think from the network seed, Alison, that it's possible for networks to test out time lapse in certain labs? So if you have enough labs in your network, should every network have at least some of their labs with some embryoscopes or how do you think about that?

     

    Prof. Alison Campbell (26:52)

    Well, I prefer within a network to have a standardised best lab practice, so time lapse in all of the labs. But saying that, it's not always realistic. They are very expensive. So I'd rather spread them out and have at least one in each lab than some of the labs being 100 % time lapse. And that's how we are at Care Fatility. We don't have capacity for all patients to have time lapse.

     

    So there is some selection and some patient choice there. But what we have done is use the knowledge that we've learned from the time-lapse systems over the decade or so to apply it to our standard practice. So we've learned, for example, that we really don't need to be disturbing the embryos from the standard incubator at all after Fert Check right through to the blastocyst stage. So we don't make observations like we used to in the...

     

    interim at the cleavage stage just to see how they're getting on and try and anticipate how the blastosis will be. There is no point in doing that. And again, with the fertilization timing we've learned and we've published this and it's fed into the new Istanbul consensus guidelines coming out soon, that to assess fertilization should be bit earlier than we originally thought in order to maximize the chance of observing them in a standard system.

     

    Christine S Yeh (28:10)

    Okay.

     

    Prof. Alison Campbell (28:13)

    So it has benefited standard practice, even if you're not fortunate enough to have time-lapse yourself.

     

    Griffin Jones (28:21)

    So maybe this business case is part of what is a little bit of what I see just as an outsider is a bit of a divergence between the business side and the lab side. Because I have every embryologist on, I ask them, I ask them a handful of things. One of the questions I go to every time, time lapse a must have or a nice to have. So far everybody said must have. And that if even if they feel like, well, it could be a nice to have in these circumstances now.

     

    We think it's a must have for the standard of care going forward. It seems to me like that consensus is firming in a way that wasn't even some years ago on the lab side. But yet at least maybe other countries have caught up on the business side. But in the US, they're still viewing that as, all right, we have to judge that investment against other investments that we're making. You sitting in the network seat, Alison, owning equity in your company.

     

    How long does this take, if properly utilized, to return the investment? If we're buying a handful of embryoscopes, are we looking, relative to cycle volume, are we looking at a three, four year return on investment?

     

    Prof. Alison Campbell (29:33)

    Well, it depends on the business model. think what we've done is charge for using the time-lapse devices, for using the algorithms that predict outcomes. And we've had some criticism. I've had some criticism from some colleagues, scientific colleagues, because of course, ideally, we don't want to be taking more money off our patients. We want to give them the best, most cost-effective treatment, the lowest possible price.

     

    but these devices are expensive. made investment, big financial investment and R &D investment in them. So we have to charge a fee to use it. So we can get the return on that investment through the patient fees.

     

    Griffin Jones (30:14)

    Tell me about the time savings and tell me about, I had Dr. Schenkman on the podcast a month ago, asked her the same question she said must have, and she had referenced a paper that I hadn't seen from UCSF of something like they think that they're saving the equivalent of one embryologist time per day. Anecdotally, what are you observing with regard to

     

    saving embryologists time or reducing their workload.

     

    Prof. Alison Campbell (30:46)

    Well, I would say that if you used a time lapse device, in the typical way, let's say without any algorithms automation, just a manual annotation, which is how we all started using it. Then it will actually take you more time than not having it. So it increases the time required because.

     

    You're looking at the embryos every day and you're annotating using the software that comes with the device. And on average, it will take two minutes per embryo and most patients, let's say, have eight to 10 embryos. So it'll take you 20 minutes, whereas typically with standard practice, no time lapse, you may just make one or two quick observations and it may not take as long as that. But more recently, we've had the introduction of automated annotation.

     

    So the software is analyzing the development of the embryo, the morphokinetics, and generating that data, which is clearly taking much less time. So our own system, it takes two seconds. So we've gone from 20 minutes to two seconds. And that we invested, it cost us about a million. And we've talked about this before, Griffin, but that million pounds was

     

    Really well spent, I would say, because we've got a singing and dancing system that's saving six months of embryology time across our network.

     

    Griffin Jones (32:10)

    Christine, you've got partners. Your REI partner is Dr. Rhonda Zwingerman, and then you've got business partners, Tanner and Zach to Bay Street, entrepreneur, finance, business guys. Besides being really good guys who listen to their teams, why did they go for your

     

    Christine S Yeh (32:20)

    Thank

     

    Griffin Jones (32:30)

    proposal when you said, really want embryoscopes in Vancouver. Why did they go along?

     

    Christine S Yeh (32:35)

    mean, this is extremely multifaceted and we're only going to scratch the surface of it. One is the standardization across laboratories. Alison already mentioned it. She has vast experience with running a network. It's much more difficult to run laboratories when their procedures are extremely different. That goes down to the equipment that's being used. The protocols for using a time lapse incubator versus a bench top or a boxed incubator are very different.

     

    from, as Mina mentioned, the dishes that you use and how you prepare those, as well as the daily observations and how you have to work with that, as well as how you have to work with other equipment in your laboratory and what gets used at what time. So there's the standardization aspect. There's the aspect of us wanting to standardize the use of AI for assisted embryo evaluations.

     

    One thing that we're evaluating, as Alison mentioned, is potentially taking out day three observations, which then would correlate to saving a lot of embryologist time, because that's one full day of observations that are not going to have to be done. Being able to use assisted calling helps to reduce that time. We do use assisted calling in our laboratory in Toronto, and it works extremely well. It's very beneficial for the patients. We also believe, myself and Alla put

     

    Dr. Zwingerman in here as well, that the time lapse incubator is a phenomenal incubator for the embryos and where we don't have a large study showing that there is an increase in pregnancy rate due to the undisturbed culture, we do believe that there is an incremental benefit to our patients because of that. And to be able to expand that over to our new laboratory in Vancouver is necessary.

     

    Additionally, with the embryo scope itself, the space savings in the laboratory is very helpful with growth of the laboratory and because you can fit so many samples in a smaller incubator. So it fits 15 patient samples in there, 16 samples each dish. So to maximize the space or the usage of square foot in the laboratory,

     

    This for us was the most beneficial time-lapse incubator to have.

     

    Griffin Jones (34:52)

    That topic of scale makes me think of everything that David Sable has been talking about, everything that patient advocates have been talking about, that we are a field of medicine that has a cure for people. I'm paraphrasing Joshua Abrams, who might be paraphrasing someone else, but putting it in these terms has lasered my focus of that we have a cure for a disease that strikes people in the prime of their lives, but we don't have a delivery mechanism that

     

    Christine S Yeh (35:03)

    and

     

    Griffin Jones (35:21)

    delivers that to patients at the level of population health and I look at the investment coming in and I look at the the companies growing I look at the political climates and I don't see the status quo as acceptable for For much longer. I we are seeing people demand much broader access to IVF I believe that they will get it both through the markets and through legislation

     

    It sounds like that the standardization provided by time lapse is a big ingredient. Can you tell me about any of this is for any of the three of you, why this is so important for scale?

     

    Prof. Alison Campbell (36:00)

    I think it's all about the data for me. If things are standardized, you can be more confident in the data that's being generated. And so we don't have all the answers. And one of the main reasons that we went for time-lapse was to get a better understanding of how the embryo develops and to help us collect data in order to make some more informed decisions. yeah, I think that for me is the main thing.

     

    So it's scalability in order to generate the data, in order to plow it back in to continuous improvement.

     

    Dr. Mina Alikani (36:31)

    I think that's a very important point that Alison just made. I mean, we live in an information age and big data and more and more of our decisions are data driven. And so it only makes sense that we would do the same in the embryology laboratory and push

     

    for data, more and more data and the analysis of the data, which will eventually actually help those who may not have contributed the same amount of data to this analysis. We want others to benefit from the data that Alison collects and so meticulously

     

    Christine S Yeh (37:14)

    Mm-hmm. Mm-hmm.

     

    Dr. Mina Alikani (37:22)

    A great example is actually the paper on checking fertilization and how many laboratories may be doing this one hour later than they should be checking fertilization, therefore ending up with these, you know, unfertilized embryos.

     

    which is a complete misnomer and it's a misinterpretation of what has actually happened. So we are benefiting, the community at large is benefiting from all the data that were collected in Alison's laboratories and were in turn analyzed and the conclusion was made that is relevant to

     

    Griffin Jones (38:09)

    that is relevant

     

    to everybody, all practitioners in the field. And that's very, very important. And I think that this discussion with the people who hold the purse about cost and benefit, you it really has to shift. It has to shift from a focus on pure...

     

    Dr. Mina Alikani (38:11)

    everybody, all practitioners in the field. And that's very, very important. And I think that this discussion with the people who hold the Paris and about cost and benefit, you it really has to shift. It has to shift from a focus on pure,

     

    what's the profit in it? And are we getting

     

    amazing increases in pregnancy rate in to what is it we are achieving here? And is that important to the program as an individual program, but also to the field and to all the patients as a whole? You know, and the answer to that is yes, it is to the benefit of the general population of

     

    patients as well as clinics that are doing IVF. So the more data we have, the more power we have to make the right changes, to choose the right direction. So I don't subscribe to this very narrow

     

    interpretation of what these add-ons, which I don't use. I don't use that terminology. I'm just using it as to illustrate my point. This very narrow ideology that if time-lapse microscopy has not been shown to lead to major increases or significant increases in pregnancy rates,

     

    Griffin Jones (39:41)

    not been shown to lead to major increases or significant increases in pregnancy rates,

     

    Dr. Mina Alikani (39:49)

    then it's an add on it's unnecessary. I just don't subscribe to that vision and that idea.

     

    Griffin Jones (39:49)

    then it's an add-on, it's unnecessary. I just don't subscribe to that vision and that idea.

     

    Christine S Yeh (39:56)

    Mm-hmm.

     

    Dr. Mina Alikani (39:57)

    know, IVF has improved since the 1980s and I don't think there's anyone except for perhaps one person who will remain unnamed. There's agreement that IVF

     

    Dr. Mina Alikani (40:17)

    has improved incredibly over the past four decades or so. And these improvements have been incremental and due in large part to the changes and innovations in the lab. And so we have to look at time-lapse and other tools in that specific context, rather than saying, well, does it improve pregnancy rate? What? It doesn't? No, we're not interested. It's an add-on. It gets a red light. It gets an orange light or, know, I just don't see it that way.

     

    Christine S Yeh (40:56)

    Mm.

     

    Griffin Jones (41:07)

    for embryoscopes for eligible labs and they'd have to check who's eligible. Well, I'll put some info in the show notes, but provided that a lab is eligible, VitroLife will give them the embryoscopes, install them, If labs are eligible for that,One, should they take advantage of that? And if the answer to that is yes, how should they take advantage of those four months?

     

    Prof. Alison Campbell (41:33)

    I would say always take advantage of a nice piece of kit being offered to your lab. It's a privilege to have time-lapse in the laboratory. It's a privilege to watch the embryos developing. yeah, I think the advice would be geek out, read the papers, talk to experts, use it properly, collect the data.

     

    Prof. Alison Campbell (41:58)

    Show your patients their beautiful embryos developing and yeah, embrace it. Why not?

     

    Griffin Jones (42:04)

    Mina and Christine, would you give people any tips of try to learn this or try to obtain this information or try to test this workflow or anything that what tips would you give to someone during that four month period?

     

    Dr. Mina Alikani (42:21)

    You know, I think that bringing time-lapse technologies into the lab is not trivial at all. It's nerve-wracking, at least it was for me. And I always show these stages of dealing with incorporating the technology. You at first you have sticker shock and then...

     

    You are euphoric that it's there and then you are pulling your hair out because you're seeing things that you've never seen before in embryos and you're saying something is wrong here, what's happening and you need therapy and all of that. And then you pass that stage and you go into this, wow, what a tool. And I went through all of those stages and I suspect that other people will too. And if you can get help avoiding some of the more unpleasant aspects of that integration, then I think you should. If the company is offering to help you establish the technology

     

    Christine S Yeh (43:14)

    Mm-hmm.

     

    Dr. Mina Alikani (43:25)

    in your laboratory and integrate it in the right way,I would go for it. The more help you get, the easier it becomes. It's not easy. Don't expect it to be easy, but it does get there. And the more help you have before you get really involved with patient material, the better it will be.

     

    Christine S Yeh (43:31)

    Mm.

     

    Griffin Jones (43:35)

    You get the easier it becomes. It's not easy. Don't expect it to be easy. But it does get there. And the more help you have before you get really involved, the patient is the better it

     

    People always seem to say embryoscope like Q-tip. Like we don't say cotton swab, we say Q-tip. And I there are other time lapse incubators out there.

     

    Christine S Yeh (43:53)

    Thank you.

     

    Griffin Jones (44:02)

    they might be pretty good, but it seems like there's a general preference towards embryoscope. For those of you that use embryoscope, why embryoscope as opposed to a different incubator? What was it that you were dealing with that you've preferred embryoscope for?

     

    Prof. Alison Campbell (44:28)

    Well, we chose Embryoscope really because it was the only one available at the time. And once you've got one system in, it's especially across a network and you've got your protocols and you've got the data collection and it's all working seamlessly. It's quite hard to change. Saying that, we do have GERI time-lapse incubators from Junaea as well now, because we've acquired clinics that have had them or we've decided to evaluate.

     

    Prof. Alison Campbell (44:53)

    We look at both systems and they're similar but they're also different. And the main difference I would say is the humidification in the jerry whereas the embryoscope is a dry incubator. So I don't think there's much between them. It's great that there is competition and that we do have choices and there are others also available.

     

    Griffin Jones (45:09)

    that there is competition and that we do have choices.

     

    Christine S Yeh (45:13)

    well, to your Q tip question. One, I think embryoscope is one of the first ones out there. So it caught on. Also, they hit the name very well, embryo scope, a microscope for embryos. I think it kind of tells exactly what a time lapse does in more layman's terms. So I think that is very catchy and easy to use.

     

    in regards to our decision to use the embryo scope or to go with the embryo scope, a lot of it went down to one, the reliability of the incubators. think the Jerry also has a very reliable incubator. It's very good, very sound. think Miri as well has a time-lapse incubator. But for us, it was the square footage and how many patients we could fit into a small area. We built a laboratory in a city. We're building a new one in a new city.

     

    Real estate is expensive and you don't have a lot of it. So we don't have the space to grow in the laboratory, or we don't have infinite space in a laboratory and overheads are already very expensive. So if we're able to fit 15 patients in a, what is it about 18 inch by 18 inch area on a bench top versus something that's one and a half times that size for the same amount of patients for us, that was the cost per square footage.

     

    Griffin Jones (46:27)

    How important is it to be able to have quality control and do quality control in one chamber for 15 dishes as opposed to having multiple different chambers?

     

    Dr. Mina Alikani (46:37)

    Yeah, I think the engineering and design of this particular time-lapse incubator are really quite impressive. that's maybe partly the reason for the name embryoscope being used.

     

    Griffin Jones (46:46)

    really surprised.

     

    Dr. Mina Alikani (46:56)

    as a sort of generic for this type of incubation systems. They were also the first, if you don't count Eva, which was a very different concept, although it sort of the same, it was the same idea, but it wasn't an independent incubator. So they were the first.

     

    Griffin Jones (47:11)

    So they were the first.

     

    Dr. Mina Alikani (47:21)

    And very often this happens that name then becomes generic. In terms of quality control, think yes, there is an advantage to having a larger number of patients in the same incubator so that you're focused on that one incubator to QC rather than 10 different incubators to QC. But I am not sure if I see that necessarily as an advantage, at least in the context of regulations in the United States. I think our problem is that those regulations are actually outdated.

     

    Griffin Jones (48:09)

    think our problem is that those regulations are actually outdated. You know, we have in the embryos scope a system that is monitoring continuously all the conditions within the incubator. Yet, we are obliged to use external instruments that may not be...

     

    Dr. Mina Alikani (48:18)

    in the embryo scope, a system that is monitoring continuously all the conditions within the incubator. Yet we are obliged to use external instruments that may not be, may

     

    or may not be as accurate as the instrument itself, you know, to double check to see that those values

     

    Griffin Jones (48:38)

    And then you're going to have an actual instrument itself to double check to see that those values

     

    Christine S Yeh (48:41)

    Thank

     

    Griffin Jones (48:47)

    are within range. So the Ambioscope is such a sensitive piece of equipment and also in my experience, very, stable. So on this little thing.

     

    Dr. Mina Alikani (48:47)

    are within range. So, you know, the embryo scope is such a sensitive piece of equipment and also, in my experience, very, very stable. So all this fiddling, you know, trying

     

    to measure this and measure that external to the incubator itself may actually be not only superfluous, but

     

    It may backfire at some point. So I think there are issues, you know, the other issues that, okay, you're collecting all of the data, all the data are being collected by the instrument itself, but very often there is no connection to your EMR. you have information, enormous amounts of information.

     

    Dr. Mina Alikani (49:40)

    that are being collected separately and you have to still go into your EMR and enter data by hand on development of the embryos. So there are issues like that that need to be resolved and in some cases may have been already resolved. yeah, QC.

     

    is an important aspect and I think that because of the stability of this system and because it continuously records the conditions of the incubator, that is helpful.

     

    Griffin Jones (50:09)

    report each individual edition.

     

    For any or all of you, what should people consider about time lapse incubation that I haven't asked you about?

     

    Prof. Alison Campbell (50:25)

    I think we haven't talked about how you use it and how you would choose the embryos and how you can be confident that you're doing that correctly, especially if we're thinking if we've got new potential new users listening, it could be quite daunting. Do they just because it isn't it could be just plug and play. But if it is plug and play and that plug and play provides you with an automated assessment and

     

    grading or score for each embryo, then how do you know that you can trust it? And that's quite a daunting prospect for new users. So the advice would be to validate in-house as with anything else. You can say, OK, the machine says this is the best. You either agree or not. But record when you agree, when you don't agree, what you do if you don't agree. And try and then tally up all the numbers and see.

     

    if it's better than you and if you can embrace it wholeheartedly and use it, trust it completely to do the choice for you because that is quite a leap of faith, I would say for new users, especially if you're relying on an algorithm or a system that you've not built yourself and you don't really know how it's been built. So ask questions and yeah, take it and enjoy it. Enjoy the ride.

     

    Christine S Yeh (51:31)

    Thank

     

    Dr. Mina Alikani (51:41)

    I would say that, like I said before, it's not easy. And like Alison said, it's not quite plug and play. You need to invest the time and energy and you need to collect the data and look at how, decide how.

     

    you're going to be selecting embryos if you don't have the automated version, which I'm not sure if in the US that embryo selection feature is available yet. So, you may not have that. And if it costs additional dollars for that, people may shy away from it. it is...

     

    Griffin Jones (52:06)

    with version which I'm not sure if in the US that NBO selection features is available yet. So, you do not have that. And if it costs additional dollars for that.

     

    Dr. Mina Alikani (52:26)

    You need to work it out. And I think Alison said it very nicely that you need to think about how you're going to validate it. You need to know how you're going to use it. You need your own protocols. It is not a, from lab to lab, it may be different. We still have not really found algorithms that are universally

     

    applicable and so it takes work. You have to expect to work a little bit before you feel comfortable and confident about using the system for embryo selection.

     

    Griffin Jones (53:05)

    using the system for embryos

     

    Christine S Yeh (53:07)

    I'll just add in here to sum my opinion up. think the embryo scope and time-lapse incubators are a phenomenal tool to be able to elevate a lot of embryology labs. Is it essential at this time for all embryology labs to have it? No, I think the laboratories that don't have time-lapse also have great fertilization and pregnancy rates. And like we've mentioned before,

     

    is a time-lapse incubator going to make that jump up exponentially? Not at this time, but every incremental bit helps. And I think to move forward into kind of the next frontier of IVF, the time-lapse incubator is going to be essential and it's going to be necessary to be able to seamlessly integrate AI assisted calling or assistance in the laboratory in a very smooth and trouble-free

     

    Griffin Jones (53:44)

    I to move forward into kind of the next frontier of IVF, the time-lapse incubator is going to be essential and is going to be necessary to be able to seamlessly integrate AI assisted calling or assistance in the laboratory in a very smooth and troubled

     

    Christine S Yeh (54:04)

    free manner that's not gonna take a lot of time to do that

     

    Griffin Jones (54:04)

    free manner that's not going to take a lot of time.

     

    Christine S Yeh (54:07)

    and a lot of embryology time. I think the information that we're gathering, like Mina had mentioned before, is bleeding into all laboratories and just the standard of care that we're able to give our patients and to be able to move the standard of time to pregnancy to decrease that. We're learning a ton of information from these laboratories that are able to collect this data and are able to share it. So I think...

     

    time lapse incubators are essential to our field. I think that they're going to become more more important. And I urge the vendors to help develop payment plans for laboratories who might not be able to make that one time payment to make it possible to get it into their laboratories. Initiatives to be able to support research with AI being, or not AI, maybe AI, but with time lapse incubators to support or offset the cost.

     

    of the incubator can be essential to get that integrated kind of into the laboratory. But if you can make that payment plan, so it's a year or two years, build it into the cost of supplies.

     

    get more creative with the ability to get those machines into the laboratories. I think it's going to benefit everybody.

     

    So just got to work together.

     

    Griffin Jones (55:19)

    Alison Campbell, you're becoming one of my favorite people in the field as we get to know each other more. Mina Alikani, we will someday. You will be one of my favorites too, and I am honored to have all three of you. Thank you for coming on the Inside Reproductive Health Podcast.

     

    Dr. Mina Alikani (55:39)

    Thank you very much.

     

    Prof. Alison Campbell (55:40)

    Thank you.

     

    Christine S Yeh (55:41)

    It's been such a pleasure, Alison and Mina feel honored to be able to be on this podcast with the two of you and Griffin. It's always a pleasure. So thank you so much.

CARE Fertility
LinkedIn

Twig Fertility
LinkedIn

Prof. Alison Campbell
LinkedIn

Ms. Christine Sykas Yeh
LinkedIn

Dr. Mina Alikani
LinkedIn


 
 

240 Are IVF Labs Safer In 2025 Than In 2015? 3 Must Haves. Dr. Steven Katz. Dr. Eva Schenkman

 
 

Today’s Advertiser helped make the production and delivery of this episode possible. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the Advertiser. The Advertiser does not have editorial control over the content of this episode, nor does the Advertiser's sponsorship constitute an endorsement of the guest or their organization. The guest's appearance is not an endorsement of the Advertiser.


Are IVF labs safer today than they were a decade ago? They can be, but much of the available safety potential isn’t being fully realized.

In this week’s episode of Inside Reproductive Health, we’re joined by Dr. Eva Schenkman, an IVF lab director and founder of ArtLab, and Dr. Steven Katz, an REI and founder of REI Protect, to discuss risk mitigation and safety in IVF labs.

Here’s what you’ll learn:

  • The biggest risks IVF labs face (and cost effective strategies to reduce them)

  • The non-negotiables for lab safety (The 3 must-haves)

  • How manual tasks in the lab increase the risk for embryologists and practices.

  • What younger embryologists are demanding for better safety and support.

  • What Dr. Katz and Dr. Schenkman each like about a company called XiltriX

  • The top causes of malpractice lawsuits against fertility practices (and how to avoid them)


LAB SAFETY ISSUE: MISSED ALARMS
Benchmarks on missed alarms in the IVF Lab

  • XiltriX has released lab alarm data from the second half of 2024. Is your practice or network at serious risk? See how your clinic is stacking up. 

    • % of Total Alarms Missed

    • % of Each Alarm Type Missed

    • Number of Alarms by Equipment Type

    • Number of Alarms by Day of Week

    • Number of Alarms by  Time of Day

    Just click the link to get your free report to see the staggering number of missed alarms in the IVF lab.

  • Dr Steven Katz (00:03)

    That is really the focus of human safety people can perform really well to a certain point and Then usually there's not a gradual drop-off. There's a cliff, All of a sudden you're overwhelmed you got too busy and a and that mistake can change a career it can end the practice it could permanently harm a brand and Sadly, it really hurts patients and that's what we're all about trying to protect patients. So that's my number one thing is really you know monitoring caseload.

     

    Griffin Jones (00:47)

    Are IVF labs safer in 2025 than they were in 2015? They certainly can be much safer, but a lot of that potential isn't being utilized right now. Relatively speaking, IVF labs are extremely safe, but we're not afforded the luxury of relativity in the IVF space, are we? We're with the likes of air traffic control and civilians in a battle zone in that regard, where even one incident can be a catastrophe. I have back with me Dr. Eva Schenkman, an IVF lab director from North Carolina, who's directed multiple IVF labs and runs her own embryology training program, ArtLab, and Dr. Steven Katz, an REI who now helps practices and networks with malpractice insurance and other risk mitigation through his firm, REI Protect. If you're an investor, you're going to hear how to protect your investment so you don't end up paying millions of dollars when you could have eliminated the risk for a fraction of the cost. If you're an embryologist, you're gonna hear about what percentage of labs have what types of equipment in these three main categories, electronic witnessing, cryo storage, and monitoring, and what young embryologists are demanding.

     

    They each talk about what they like about a solution called Xiltrix and how that empowers and protects lab directors beyond the status quo. If you're a clinician or an REI practice owner, you're gonna hear about how the caseload and the tedious manual tasks that your embryologist shouldn't be doing are putting your practice at risk. You'll hear what PGT does to that embryology workload, as well as the number one set of causes for lawsuits against fertility practices. Enjoy.

     

    Griffin Jones (02:42)

    Dr. Schenkman, Eva, Dr. Katz, Steve, welcome back to both of you to the Inside Reproductive Health Podcast.

     

    Dr. Eva Schenkman (02:51)

    Thank you, morning.

     

    Dr Steven Katz (02:53)

    Griffin, thanks for having us. Good to be here.

     

    Griffin Jones (02:56)

    Steve Katz, are IVF labs safer in 2025 than they were in 2015?

     

    Dr Steven Katz (03:02)

    say yes. I think over the course of this podcast Griffin will break it down a little bit more. Dr. Schenkman will have a lot to add. But the lab itself, the workflow in the lab, the technology in the lab, the advancements in the lab have made it safer. I think you pose the question in part because labs are busier, there's more procedures going on. And when there's more units of risk, the risk can be higher. But overall, labs are significantly safer.

     

    Griffin Jones (03:37)

    Amy, can you talk to me about how volume increases risk other beyond the obvious? some specifics, if we're making 1000 pizzas, of course, we're likely to burn more pizzas than we were if we were making 100 pizzas. But be in with regard to specifics, what risks are added as volume increases?

     

    Dr. Eva Schenkman (03:56)

    You know, I think the problem is, you we can't scale up new staff as quickly as we've scaled up, you know, increase in volume. So, you know, and, you know, with, you know, new procedures, with freeze-all procedures, with PGT procedures, that's added, you know, much greater level of complexity to a lot of the cycles that we do. And, you know, basically it's just, like you said, with making the pizzas, you've got a lot more cases on the same level of staff.

     

    So there's potential for more errors to happen with the complexity of these procedures that we're adding on.

     

    Griffin Jones (04:27)

    What do those errors tend to be?

     

    Dr. Eva Schenkman (04:30)

    You know, the errors can be, know, obviously with PGT, it can be, you know, the big one that we're most concerned with is you mix up embryos between patients. I've not seen that one happen as often as mixing up the embryos within a patient. You know, so you're trying to get, you know, you've got 10 embryos, 10, 15 embryos to biopsy for a patient, and you have to make sure that, you know, number one, you know, stays number one throughout the entire process. So, you know, lot of errors on, I shouldn't say a lot, it is very rare that we do have errors, but mixing within a patient, I see more often than mixing between patients. I don't know, Dr. Katz, if you agree on that, but I've seen a tremendous number of more of thawing the wrong embryo for a patient instead of thawing, mixing it up between patients.

     

    Dr Steven Katz (05:20)

    Yeah, I think that that's correct. Griffin, gave a talk this weekend at the Southwest Embryology Summit and I presented our data at REI Protect, our incident data for the last five years. And the number one etiology for errors in the IVF lab is or are related to PGTA testing and we may break that down later in the podcast, but Ava gave a snap picture. It's not just the test results, but it's the handling of the biopsies, the labeling of the biopsies, matching up the results from the genetic testing lab to the chain of command, chain of custody in the IVF lab. So that's the number one cause mismatching is the number one, number two cause, mislabeling. And again, Dr. Schenkman's correct. Our data does suggest that these errors are more intrapatient than between patients.

     

    Griffin Jones (06:21)

    And you said this is the most common coming from incidents related to PGTA testing. That's the most common within the last five years.

     

    Dr Steven Katz (06:29)

    by far.

     

    Griffin Jones (06:31)

    Can you explain to me the difference between mismatching and mislabeling? Because I might think of mismatching as a consequence of mislabeling, but can you explain to me the difference?

     

    Dr Steven Katz (06:43)

    Yeah, I mean, I think I can start and then Dr. Schenkman can add a little bit of a focused lab perspective. Mislabeling, the way I use that word, is more related to gamete egg sperm and embryo mislabeling. So that could lead to a mix up between patients, i.e. the wrong sperm was used to fertilize the correct egg.

     

    mismatching I use intrapatients internally. So in essence, they were thinking of transferring embryo number three of the cohort. And somehow for reasons we may discuss later in the podcast, they transferred embryo number six. So that's how I differentiate between mislabeling and sort of mismatching.

     

    Griffin Jones (07:34)

    So how does that happen, Ava? Is it just a question of I think I'm grabbing number six and I'm grabbing number three? Or how do those mismatching incidents tend to happen?

     

    Dr. Eva Schenkman (07:36)

    Just a question of, I think I'm grabbing number six and I'm grabbing number three.

     

    I kind of see those those errors happening, know, one of three ways. know, one is, you know, the labels that we put on these straws are very small. So sometimes it's it's, you you look at it, you thought it was a six and it was an eight. You know, the other things that I see is when you have patients that have multiple cycles and they have multiple cycles with embryos with the same number.

     

    So if a patient banks some embryos and has four from each cycle that are frozen, they may have three or four embryos labeled number one. So it's also doing those multiple identifiers, making sure you got the right patient and the right date and then the right embryo. And then lastly, the other thing I see happen more often is when labs are renumbering embryos at biopsy.

     

    And then especially because we had a few years where we had a lot of per diems coming into the lab or a lot of changeover with staff. And perhaps new staff not realizing that the lab was renumbering embryos. And where that happens is let's say you got 20 embryos, but you're biopsying number two, four, and six. And when you biopsy them, they're renumbering them as to now that's biopsy number one, two, and three. So if you've got embryo

     

    But let's say you've got on the first day, you biopsy number five, that's now renumbered number one. And on the second day, maybe your embryo number one is being biopsied and now that's renumbered number two. So if that sounds a little confusing, you can imagine just that same thing is going on in the laboratory. And it's not common that all labs renumber. So I think when you've got a newer embryologist that may not be as familiar with that,

     

    and you just quickly glance at the report and you've glanced at the record and you don't realize that the embryo's been been renumbered. And then also, it's like I said, you add the complexity that perhaps the patient had multiple cycles. So you've got multiple cycles with the same number and you're trying to match up the PDF from the PGT result, making sure you grab the right number. And the writing is extremely small and you're trying to keep them under liquid nitrogen.

     

    while you're confirming this, if your lab doesn't use electronic witnessing and you're able to zap the barcode or the RFID tag, it happens that they've grabbed the wrong one.

     

    Griffin Jones (10:00)

    And so is you said that that practice isn't that common to renumber biopsies? Why does it happen at all? Is there other asrm guard guidelines or other guidelines that say this isn't perhaps the best practice because of the risks that you mentioned? Why are why is anybody doing it that way?

     

    Dr. Eva Schenkman (10:18)

    I actually find it, it's probably, find it more when I'm in labs either in the Midwest or on the West Coast, but I'm not gonna say that that geographically is done, but working here for most of my career in the East Coast, most of the labs that I've worked with did not renumber. The labs that do it think it's easier. And if they're constantly working that environment, it may be. So they have only embryos one, two, and three to deal with. And if you've got a single cycle, that may be

     

    somewhat simple, but it's when you've got multiple cycles too that you've now got multiple embryos that are renumbered. There are no ASRM guidelines on this. There's really little guidelines as to how this should be. But with electronic witnessing or with some of these other RFID technologies, some of that could

     

    could be avoided if we're able to just kind of have a secondary scanner of some sort to make sure that we've not grabbed the wrong embryo. Added onto this is the fact that most labs don't have a robust EMR, that we are still dealing with a paper PDF from the PGT results. I don't know, Dr. Katz, do you see more issues come from labs that are still using a lot of paper as opposed to ones that are

     

    that are more electronic.

     

    Dr Steven Katz (11:29)

    You know, think I would. I see very few labs that are predominantly on paper now. So, I think...

     

    Technology overall enhances safety. So the more paper they use, I would agree, the more likely it is going to be a problem.

     

    Dr. Eva Schenkman (11:46)

    Yeah, there's

     

    a lot of EMRs that don't fully have their interfaces connected to the PGT labs. And you're either just getting the results via PDF, as opposed to getting discrete data come across through the connection, which then kind of locks down. Typically, even if you do have an EMR, somebody's having to go into the embryology module, take the PDF that they've gotten.

     

    and then flag which embryo is normal or euploid or which one is abnormal, which in and of itself has some room for error for manual transcription data.

     

    Griffin Jones (12:23)

    That sounds very tedious. How often are tasks like that happening, Ava, whether it's the example that you just described or just tedious manual work of connecting things from disparate databases or disparate interfaces.

     

    Dr. Eva Schenkman (12:39)

    We're doing it all the time. A lot of labs are still entering into multiple databases to have their cryo inventory. They're entering into an Excel spreadsheet for their KPIs. They're entering, hand entering into the SART database. I think a lot of the EMRs are really trying to increase their robustness, but they're still...

     

    I'd say the majority of labs are still putting data into multiple databases. Most of them are still using paper worksheets in the lab. There's very few that I know of that have gone completely paperless in the lab. So there's constant transcription of data into multiple systems.

     

    Griffin Jones (13:17)

    I wanna come back to how those systems talk to each other. I wanna come back to PGT volumes. I wanna set the stage for later on when we talk about some of the solutions. And Dr. Katz, you mentioned that technology makes things safer, generally speaking, or at least has the potential to. so can you set the stage for us for the different categories of technology? Like you've got monitoring, you've got witnessing, you've got cryo storage.

     

    And so there might be embryologists listening that they know everything about that, but there's clinicians that are listening that know less about the differences in the overlap between each of those. And then there's investors and there's legal professionals and other folks listening that really don't know the technical differences. So can you set the stage of those different categories?

     

    Dr Steven Katz (14:02)

    be happy to. You know I think the most important category for those listening for safety now and moving into the future is electronic witnessing. This really helps prevent mislabeling issues and plays a role in preventing mismatching issues. So I think the electronic witnessing technology is crucial.

     

    In our program, Griffin, we're really pushing all of our IVF labs to be working with electronic witnessing programs. And there's some really good ones out there. So I think all labs should be focused on that in 2025 if they haven't already brought one in. The second category that I like to really focus on is storage.

     

    Storage is not just storage as we think about it in the tank, but storage allows for, in my opinion, better identification of tissues. Whether it's RFID or other technologies, there's very good storage platforms now available for use. And I urge labs to really focus on that.

     

    Storage was never meant to be a revenue stream for IVF Labs. With the large amount of investment, it sort of has become.

     

    but safety, I think, in storage is really of paramount importance. There's also advancement in storage itself, storage protection. There's a patented weight sensing device out now that we highly support because it's very predictive of the liquid nitrogen Dr. Eva Schenkmanporation rate.

     

    So as you can imagine, if the Dr. Eva Schenkmanporation rate goes up substantially, the tank is showing you it has a problem well before there's a real temperature change or a physical abnormality that you can pick up on the tank. The third category for us is really sensor platforms, alarm platforms, monitoring platforms. There's a number of good ones out there.

     

    You know, one in particular is Xiltrix. These platforms are really important for monitoring most everything in your laboratory, certainly air quality, incubator status. They play a role in storage, but again, there's additional technology, the weight sensing device technology that I think really is the future. That's sort of how I break it down in categories. And I think all of these technologies are cost effective. None of these technologies are expensive that should create a problem from a cost basis in running a laboratory.

     

    Griffin Jones (16:48)

    You mentioned Xiltrix, that's a monitoring solution as a service. How does that work?

     

    Dr Steven Katz (16:53)

    Well, I'll give my overview and then I'd like Dr. Schenkman to give her perspective inside the laboratory. But there's different parameters that can go unnoticed and silent. And then we all know the history in our space of alarms either going off too often or not going off at all or going off to the people that may not even be employed. So these alarm systems like Xiltrix, not only do they censor important aspects of the lab, but they follow up the alarms. So when the alarms ring, they're on top of the alarms so that they can make sure that a human being is notified in the proper way so the alarm can be addressed. It's a little bit like a burglar alarm in a house, right? If the burglar alarm goes off every night, no one pays attention to it because

     

    Dr. Eva Schenkman (17:37)

    you

     

    Dr Steven Katz (17:46)

    useless, but if it goes off, you know, it's important that people figure out why.

     

    Dr. Eva Schenkman (17:51)

    Yeah, definitely. think there used to be that we had very older system called a sense of phone. That whenever there was alarm that was triggered in the lab, the sense of phone would call us. But the problem with that is we didn't really know apart from it telling us what triggered, we didn't really know the state of that. It would say incubator one or something like that. But what I really like about systems like Xiltrix is they can also check the temperature, check the CO2 levels, check the O2 levels, check the refrigerator temperature, check the status, whether we've got electricity to the lab, and that they've got a dashboard that you can log on to remotely, either through your phone or through your computer, and you can kind of see the status of what's actually going on within the laboratory. You need to really make sure that you've got a system that's redundant, that's got multiple levels of redundancy. So whether it's sending you notification, a push notification, a text, an email, a phone call, and that it just goes down the chain until somebody answers and responds to that alarm. I think that's really critical to make sure. And systems like that do, like Xiltrix, do have that redundancy built in, which is really reassuring for the lab. Because the alarms always go off at about two o'clock in the morning. And if you just get a text message, you're not going to hear that, you're not going to answer it. So there's that really importance of having that redundancy and that ability to be able to log in without having to drive 30 or 40 minutes. You can log in, you can see what the problem is. And if it's a critical alarm, if you need to get up and go into the lab and address it immediately.

     

    Griffin Jones (19:25)

    What percentage of clinics would you say have at least one of these three types of solutions, meaning that they've got a good storage platform, they've got a good witnessing system, or they've got a good sensor platform? Do you have an anecdotal guess or real data if you have it, but can you give me a picture of what percentage have at least one of the three of labs?

     

    Dr Steven Katz (19:49)

    I can talk about that in my program, Griffin, and then Dr. Shankman may decide to add to it. I would say that 90 % of our programs have at least one, and I'm pretty confident within this year of 2025, all of them, 100 % will have at least one. I think 70 % currently have at least two, and I would say 60 % have all three.

     

    And my hope is that we can get within REI Protect 90 % of all our programs that have at least three, will have all three by the end of 2025. It's been a paramount goal because you can imagine we're all about reducing risk.

     

    Griffin Jones (20:38)

    And you might have a, so therefore you might have a skewed sample, right Steve, because you, if someone's hiring you, it's because they care about risk and that's your job to help get them safe.

     

    Dr Steven Katz (20:42)

    Thank you.

     

    Dr. Eva Schenkman (20:43)

    Yep.

     

    Dr Steven Katz (20:46)

    Right. I totally agree, Griffin. Well said. I think this is a skewed sample size. And so I think Dr. Schenkman could maybe add more light.

     

    Dr. Eva Schenkman (20:58)

    Yeah, I was just going to say, you know, I wish the majority of labs had had that percentage. I would say that probably 90 percent have one of them because most labs have some sort of monitoring system. You know, unfortunately, a lot of those labs that have monitoring still have, you know, the older technology, you know, like the the the sense of phone, you know, where it's just, you know, alerting you that that something's an alarm. I don't think many of them have, you know, multiple levels of redundancy. I would add two more things that

     

    besides your monitoring, your electronic witnessing, and your storage, that I think go a long way to improving safety and efficiency in the lab. One of those is time lapse imaging. And then the other is just having a robust fertility-based base DMR. I don't think 60 % of the labs, Dr. Katz, have electronic witnessing. I think that number is far, far less. Yeah.

     

    Griffin Jones (21:49)

    I think it's like 20%. It just

     

    from my, that's from my guess of, but that's not based on data. It's just kind of based on talking to folks. But do you think it's that low, Ava?

     

    Dr. Eva Schenkman (21:58)

    I might

     

    even say it's one in 10. I think a lot of the networks have definitely started to put this into their programs, if I just were to speak of the clinics that reach out to me for training or for other services, I'd probably say it's, and now that's US-based. I do work with a lot of clinics outside the US, and I think the US has been a lot slower.

     

    at taking on a lot of this technology seems to be far outpacing us in Europe, for example. What do you think that is? One is a lot more regulation, some requirements. it's just, yeah, the patient safety, part of it is, and what's interesting is they charge far less for IVF, yet they have adopted.

     

    Griffin Jones (22:29)

    Why do you think that is, Ava?

     

    Dr. Eva Schenkman (22:51)

    more of these technologies, from monitoring, from electronic witnessing, and even time lapse. And the way that time lapses can make labs safer is you don't have to take those embryos out of their environment to go and look at them. You can look at them through in your office. Your physicians can check in remotely. So just that ability to not have to walk around with them and accidentally bump into something or

     

    know, exposing them to the ambient air, kind of putting them in the incubator, leaving them alone, you know, for those five days is pretty important. But, you I do think it is where here we have kind of best practice and ASRM guidelines. They do have more regulation, which that regulation has more teeth attached, that they are mandatory requirements.

     

    Griffin Jones (23:42)

    You mentioned time lapse, Ava, and I don't wanna go too deeply into it because I am doing another episode just about time lapse and is it the standard of care now, but you can help me prepare for it a little bit. Do you view time lapse as a must have or a nice to have and why?

     

    Dr. Eva Schenkman (24:00)

    I would like to say it's a must have. I do find a lot of pushback from investors and from physicians when we're building new laboratories, just because the initial investment into that. But if you're a forward thinking lab and you see the efficiency that it can provide to your lab, I know a group at UCSF did a

     

    did an abstract on how much time that was saved in their lab with the incorporation of time lapse. And it saved the equivalent of almost having one embryologist per day for how much, from walking back and forth, from having a double witness, checking things that the time lapse really improved the efficiency of the workflow in their laboratory.

     

    Dr Steven Katz (24:49)

    Griffin, maybe we should add a small category as well for artificial intelligence, for AI, and what it will mean moving forward in terms of best embryo selection or best algorithm for ovulation induction. While it's early, think, in the life of AI in our space, I do think AI will play a more prominent role and a safety role over the next few years.

     

    years.

     

    Griffin Jones (25:20)

    And with that safety role, you envision AI being more involved in monitoring, the creation of labeling or of checking labels? And how do you see that working, Steve?

     

    Dr Steven Katz (25:32)

    Well, mean, I think from an ovulation induction point of view, know, cycle clarity, A-life, they have programs that really streamline ovulation induction.

     

    there's still a move to bring in mid levels to perform ovulation induction either alone or alongside an REI. I think that will provide safety. Anytime you select a better embryo for transfer, that also means to me that, you know, there's a safety component to it. And so that is where a lot of these AI companies are also focused, using data to better predict

     

    one of these embryos on a morphologic basis or a growth rate basis is the better embryo to transfer.

     

    Griffin Jones (26:20)

    You're an REI by background, Dr. Katz, not an embryologist or a lab director. As you've gotten into this realm of total fertility center safety, which obviously the huge chunk of that is the lab, and you're meeting with REIs, what do you find that you often need to illuminate them to? What's happening in the lab that they aren't always readily aware of?

     

    Dr Steven Katz (26:45)

    I think Dr. Shankman pointed it out at the beginning of your podcast. I think they may not be readily aware of the fact that their embryology caseload is too great.

     

    That is really the focus of human safety people can perform really well to a certain point and Then usually there's not a gradual drop-off. There's a cliff, right? All of a sudden you're overwhelmed you got too busy and a mistake and that mistake can change a career it can end the practice it could permanently harm a brand and Sadly, it really hurts patients and that's what we're all about trying to protect

     

    patients. So that's my number one thing is really you know monitoring caseload.

     

    Griffin Jones (27:34)

    part of the reason for the increase in caseload in addition to just rising demand and demographics is the number of PGT cases and the workload that those require. Is it simply that there's more PGT being done because the overall cases have increased and the percentage of PGT has remained the same or in this time span from 2015 to now has the percentage

     

    Dr. Eva Schenkman (27:42)

    Thanks.

     

    it simply that there's more PGT being done because the overall cases have increased and the percentage of PGT is the same for in this case.

     

    Griffin Jones (28:02)

    of PGT increased with cycles.

     

    Dr Steven Katz (28:07)

    Yeah, I think it's both. And while I'm not on your show to predict, I think the use of PGTA has peaked. I don't see the percent of cycles using PGTA as growing really much higher than it is now. If anything, I think there's going to be a study of the literature, the study of its role, the study of its effectiveness.

     

    how much it decreases remains to be seen, but I think we're really at the peak of the use for PGTA. And there's a lot of pressures to use PGTA. There's sex selection, the hopes of eliminating aneuploid embryo transfer, but as so many lab directors and

     

    and researchers have pointed out, it's been unclear as to when PGTA is really effective.

     

    Dr. Eva Schenkman (28:56)

    Yep.

     

    Yeah, and I think Dr. Katz, you had a really good point the other day at the talk you gave at SWESS about the importance of managing patient expectations. Because with PGTA, it would kind of make sense, you would think, like, well, I'm screening my embryos to make sure I only transfer the ones that are normal. But the studies that are out there are showing that the use of PGTA does not improve.

     

    success. It may clearly decrease rates of miscarriage, it doesn't eliminate it, but that misunderstanding from the patients that this is not going to give them a guarantee of success or that a single biopsy is not truly representative of the entire embryo. And I think it's really important that we convey that message to patients to make sure that when they're choosing to do PGTA,

     

    that it truly is an informed decision that they're making. And we're not potentially discarding embryos over that single snapshot of that single biopsy from the embryo. And I think that's what's resulting in this increase in lawsuits regarding PGTA.

     

    Griffin Jones (30:09)

    Does the flurry of lawsuits, does that coincide with the peak? Dr. Katz, or do think that that's causing it? I'm not asking you to comment on any litigation, but just as the headwinds are meeting in the public square, is that part of what you think is tipping the iceberg?

     

    Dr Steven Katz (30:27)

    I think there's a confluence of events. In our data that I presented this weekend, the number one etiology of a patient lawsuit at the practice level is misaligned expectations.

     

    Now, misaligned expectations is a broad category, but if we focus that to PGTA, I think their expectations of the results of PGTA are still perfection. And I know my programs do a really good job in their informed consent and their discussions that PGTA is not 100 % accurate. I know they do, but patients sometimes hear 97 % to be 100%.

     

    And so we focus on informed consent in this area, but I think my point is is that patients expect perfection right now. Unfortunately, we're providing medical care. We can't be perfect. There will always be errors. We need to reduce them as low as possible, but there'll always be errors.

     

    So I think that's the confluence of events, that patients expected the PGTA results to be perfect. They're not perfect. Our community is questioning the role of PGTA moving forward. And yes, I think some patients have made clinical decisions with their doctors based on PGTA results that may not be correct.

     

    Griffin Jones (31:55)

    The number one ideology of lawsuits at the practice level is misaligned expectations. isn't some sort of damage to the gametes or to the embryos.

     

    Dr Steven Katz (32:07)

    So I separate that out. There's those etiologies related to the IVF lab, which we sort of mentioned a few minutes ago, and those etiologies related to the practice. Misaligned expectations, procedural complications, medical misdiagnosis, things of that nature. So that's how we've split it up.

     

    Griffin Jones (32:27)

    So as these different changes take place, and you start to think of 2035, what does 2035 look like in an ideal scenario? And what do we need to do to get there?

     

    Dr. Eva Schenkman (32:44)

    I think there's going to be greater integration of all these advanced technologies that are coming on board. Probably the complete manual nature of IVF will probably decrease. It doesn't mean that the embryologists are going anywhere. I think it's just going to empower them to work more efficiently, to work more effectively.

     

    And I think through automation, like time-lapse through these AI driven tools, I think the price of these is going to come down so that they are going to be able to be implemented in more and more clinics. as Dr. Kat just spoke about, these more sophisticated monitoring systems, it's going to give us improved precision. We're not ever going to be perfect, but we're going to be able to...

     

    reduce human error, to streamline our processes. And this shift away from IVF being mostly manual is really gonna give back valuable time to the embryologist to focus more on the complex aspects of their work and not be so much transcribing data into multiple systems.

     

    especially as we talk about AI, these AI systems are going to be able to pick up things quicker than we would pick it up by eye and be able to analyze and troubleshoot data quicker. And that's going to improve our success and make everything safer for the patients is our long-term goal.

     

    Griffin Jones (34:11)

    You mentioned automation, and we don't have to get too deep into it because I'm also going to do an entire episode on automation. But what parts of the lab do you think are ready for automation? And some people are really trying to automate the entire IVF lab. And I'm going to talk about that in that episode as well. What do you think is ready for prime time versus what isn't?

     

    Dr. Eva Schenkman (34:34)

    I think definitely incubation is ready for automation through the time lapse. There's multiple options right now on the market. Crowd storage is either ready or just on the cusp of being ready, certainly for automation. just getting all of these, as these new technologies come on board, what we really need to make sure is one is that they're not rushed to market.

     

    that they are properly validated and tested. And then secondly, to make sure that all of these different technologies speak well together. It doesn't do very much help, but you've got an automated crowd tank if it's not speaking to your EMR. Or especially if your time lapse incubator is not speaking to your EMR and you have to go up to it and manually type in all of your patient's information. So I think the technology is important, but then the integration of all of this technology is just as important or even

     

    more important so that we really do make it more streamlined.

     

    Griffin Jones (35:29)

    You have something out Dr. Katz?

     

    Dr Steven Katz (35:32)

    And I'm really excited to see what the space, the IVF space looks like in 2035. I think the space in 2025 is amazing. In the early 2000s, we were hopeful that a patient's IVF cycle would be successful. Now, many or most IVF cycles under good conditions are successful.

     

    I think clinical success rates will be even better in 2035. It'll give patients more options to decide whether they want to use assistive reproductive technologies to create their family. And I think the cost of IVF will be coming down over the next decade to introduce this technology to a new subset of patients who maybe are not doing it now.

     

    I think the technology will make our space much safer. I spend my time trying to create a safer IVF lab from the seat I sit in and I'm very impressed with the technology. No technology is immediately incorporated. Auto technology, airplane technology.

     

    but I see our space really incorporating technology and some automation like you just said. I don't know what the space looks like from a business perspective in 10 years or a management perspective, but from a clinical perspective, I'm very excited. We're all about patient care and patient success. again, I've said it a number of times.

     

    I think it'll be fascinating to get there.

     

    Griffin Jones (37:23)

    Many of those safety solutions also seem to tie into the effectiveness of the workforce. Dr. Shankman has a training school for embryologists. And so as you're bringing on embryologists, do you see a world, Ava, where, to me it just seems wholly unacceptable that embryologists are transcribing data into multiple systems.

     

    Dr. Eva Schenkman (37:43)

    just seems totally unacceptable that embryologists are transcribing data.

     

    Griffin Jones (37:48)

    Do you see this as a necessary evil that is gonna continue in some way? Or are we going to be able to eliminate all of that transcribing, manual reporting to start, manually copying this over? Are we gonna be able to make that go away or is there always gonna be a piece of it?

     

    Dr. Eva Schenkman (37:49)

    see this as unnecessary evil, is it continue in some way, or are we going to be able to eliminate all of that transcribing?

     

    So.

     

    Yeah,

     

    no, absolutely. think it can go away. know, there are companies that are launching tablet-based systems for the laboratory that integrate with EMRs. You can integrate your EMR to SART. And as I said, think what really needs to change, not only with this bringing on of new technologies, but is getting them to communicate effectively together. And there's absolutely no reason.

     

    that in the majority of labs, from the paperwork standpoint in the lab, that has not changed much in 30 years. We are still, for the most part, entering things on paperwork sheets, and at the end of the day, we're typing into, or at the end of the procedure, we're typing into a system. There are very few labs that are entering it right away into a computer. Or if they are entering it into the computer, that computer doesn't do their KPIs very well, so they still have to...

     

    enter it into an Excel spreadsheet or Excel spreadsheet for their cryo inventory. So 100 % I think that should go away. And I think we are at a spot where it can start going away. Now we just need the technology there to be able to communicate, to interface between these different systems.

     

    Griffin Jones (39:17)

    It also seems to me like not only do we need that technology to take some of this manual tedious work away from embryologists so that we can properly meet demand with the workforce that we have. Also seems to me though that younger embryologists just aren't going to tolerate that crap. I don't know if you if you you think the same way. But I have had embryologists reply to jobs for my company. a media company. I'm like, you know, somebody will pay you good money to do what you have been trained to do. And they say, yeah, but I don't want to

     

    Dr. Eva Schenkman (39:34)

    You

     

    Griffin Jones (39:46)

    sit in an IVF lab and be in a box and have to fill all of this stuff out and just be walking from that corner to that corner and feel like a human robot. Are you seeing any of that as well where the embryologists are like, I'm gonna go to the place that has the best storage system and the best monitoring system and the best and has time lapse so that I don't have to do all of this junk. Is that happening yet or?

     

    Do you think that people are putting up with it?

     

    Dr. Eva Schenkman (40:15)

    don't think it's fully happening yet, but I certainly think that the clinics and the networks that bring on these technologies should definitely use that in their recruiting. I know that when studies have done, I think it was Dr. Beck Holmes that did a study on the witnessing, when they reach out to embryologists and question them, does this make them more comfortable working in the laboratory that has

     

    electronic witnessing, the embryologist overwhelmingly state yes, that it makes them less stressed and more secure in their operations. Same thing with time lapse. The fact that you have to walk, go over to the incubator, walk across the room once a day to take a static image. I think, and that brings up an interesting point that I probably need to start encouraging my embryologist to

     

    to reach out to clinics that have adopted these technologies as preferred places to work.

     

    Dr Steven Katz (41:11)

    I think you nailed it. think the younger embryology crowd is going to want to be using technology for all the reasons you just said. I see that already. I see in the movement of young embryologists, they want to be in a place where there's technology for all the reasons you said.

     

    Griffin Jones (41:31)

    It also seems to me, Dr. Katz, that there's a major safety issue with any time that someone has to duplicate something, any time that someone has to enter something manually, there's room for error. And so how much does that parlay into the legal risk that labs are susceptible to?

     

    Dr Steven Katz (41:51)

    It's massive. It's massive. I mean, the more human touch that you're describing, the greater the risk. As Dr. Shankman pointed out, you still need human oversight. But if you can limit the human touch, that's how you decrease risk.

     

    Griffin Jones (42:08)

    If I'm an investor, I feel like I have to calculate that I have to take that into account into the investment, which is, okay, things might look great from an EBITDA perspective. But if a certain lab has a number of manual procedures, then that puts me at a greater risk to lose a whole lot.

     

    Dr. Eva Schenkman (42:28)

    Yeah.

     

    Dr Steven Katz (42:28)

    investor

     

    comes into a lab or an acquisition they should have a technology plan from day one.

     

    Griffin Jones (42:35)

    We've talked about a couple of the different solutions in that technology plan, going into the main categories of witnessing, monitoring, storage. It seems to me though that some people think that they might have a solution in place. Like Dr. Shankman said, there's maybe 90 % of clinics have monitoring to some level, but I forget how you described it, Ava.

     

    those sensor platforms, what was the, that something phoned that you said how they're built on, you said most of them aren't like Ziltrex, can you explain to me the difference again?

     

    Dr. Eva Schenkman (43:09)

    Yeah, the older technology was something called a sense of phone, you know, yeah, sense of phone, which basically, you know, your alarms would be plugged into when an alarm was triggered, it would call you. And, you know, the new ones, like I said, with the redundancy that they have built in, you know, and the dashboards that they have built in, which are, you know, which are far advanced from what we used to get weak. It's almost like being in the lab. You know, lot of these systems can even incorporate in a camera as well.

     

    Griffin Jones (43:12)

    sensor phone.

     

    Dr. Eva Schenkman (43:35)

    So that, you from trying to figure out what's going on with my incubator, I can actually, you know, go into my camera. It's kind of like a Nest Cam and look at the front of the incubators and see what's going on. So I think, you know, the importance and one of the things I think it's partly educating investors as well, because, you know, a lot of places they're building a new clinic, they do want to keep capital costs low or, you know, they don't want to replace a piece of equipment until it's literally broken and it's unable to be serviced.

     

    But if we understand that the incubators we have, the systems that we have, have an end of life and that we should be investing in technology. So if you're an investor, I wouldn't think, you don't really wanna be in the lab that doesn't have some sort of electronic witnessing. If you understand that that's gonna limit your liability, one lawsuit from a mistake that happens in the lab would probably pay Dr. Katz, what do you think? 10 years, 15 years, 20 years?

     

    of having an electronic witnessing installed in your lab. So they're really taking a gamble when they say, you know what, we're gonna hedge our bets and we're not gonna put that $10 per patient into electronic witnessing. We're gonna take the risk that my staff is never gonna make transcription error or never gonna pull the wrong embryo. And I think that's really short-sighted by them because...

     

    you know, one large mistake and you end up in the news and you end up, you know, on social media and you end up, you know, on, you know, with your brand tarnished and, know, even more importantly with, with, you know, the patients harmed and, know, the patient either getting, you know, the, you know, an affected baby or somebody else's baby. And, you know, that affects them for, for the rest of their life. And I think I said, it's just, it's education that these systems are out there that we need to,

     

    to start demanding them, whether we're demanding them as this new generation of embryologists or as investors going in. If they realize putting the money into technology is in the long run going to make things more efficient, more streamlined, more safer. by going along with that, a more profitable venture for them. And I think if we kind of educate them to that.

     

    Hopefully then we'll get an adoption of this technology.

     

    Griffin Jones (45:53)

    If they don't have engineering backgrounds, I doubt many of them know the difference between Sense of Phone and a solution as a service like Xiltrix. How does the Xiltrix dashboard look versus how things normally look? Why is that important?

     

    Dr. Eva Schenkman (46:07)

    You know, I think it's, one is obviously ease of use, but you know, being able to, the fact that it's got this remote monitoring, that I can know everything from, you know, from the VOCs in the air, in my lab, to what percent, you know, CO2, to what my gas levels are. You know, do I have an entire critical, you know, is my lab, you know, out of power? Is it just my, you know,

     

    my refrigerator, somebody left the door open. It can sense if somebody didn't close the door properly on the incubator. They're really game changing. And I think just an understanding that these technologies exist and making sure that labs adopt these technologies, they're very, very modifiable for how you do, for your workflow.

     

    can interface with lot of different types of incubators. And I think they're really a game changer.

     

    Griffin Jones (47:08)

    we get toward this path to 2035, where should folks start? So we painted a picture of what the IVF lab looks like in 2035, hopefully not having to do the manual entry, hopefully having witnessing a good storage system and a really good monitoring system. Where in your view, you think, in each of your view, do you think folks need to start?

     

    Dr Steven Katz (47:36)

    I would start Griffin with looking at the staffing model. I think if your embryologists are overworked and doing too many cases, that's literally immediate. It has to be fixed immediately. The second consistent area is to look at your lab and make sure that the space is a quality space. Is it big enough? Can you keep it clean?

     

    Can you avoid embryologists from bumping into each other? Do you need a new lab?

     

    I think I would then go to electronic witnessing because electronic witnessing is not just electronic witnessing. It sort of creates the proper flow of work in your laboratory. I would then go to safe storage. I don't just call safe storage a safe tank. I call safe storage identification of your specimens.

     

    So not only is your storage safe, but when you put a specimen, a human tissue specimen in your tank, it's labeled, it's RFID'd correctly. When you go to use it, it comes out as the correct tissue. All of that goes into play. And then overall, I think you need to sensor monitor your space so that either during the day or at night if something's going awry, not only are you notified, but you're notified in a way that it's workable. Xiltrix in particular has a 24-hour service. They don't just let an alarm go all night. They're fully focused on making sure that human embryologists, lab directors, are aware that there's an alarm going on. That's sort of imprinted in what I do. But again, caseload is at the forefront.

     Griffin Jones (49:29)

    Where do you recommend that labs start? Dr. Changman.

     

    Dr. Eva Schenkman (49:33)

    I definitely think that electronic witnessing is one of the easier technologies to adopt. One of the things that I find very, very frustrating, and most of it is going to be even in clinical education for the physicians, is that even today, when I'm consulted about building laboratories and I talk to them about the HVAC system and the importance of filtering VOCs out of the system.

     

    is it's one of those things it's something they can't see. So they don't really think it affects the embryos. And these systems to put in, life air systems and or units are expensive to put into the laboratory, but there still really isn't an understanding of how we hear about environmental pollution and indoor pollution and how this can affect cancer rates. These things affect our embryos as well.

     

    If you don't have a well-built laboratory, if you don't control those VOCs in your laboratory, we don't know how that's gonna affect our embryos two, three, four, five decades into their life. And that's now what studies are showing. I go into labs all the time and I'll say, have you looked at your VOCs? well, my blast rate is just fine. You can still have embryos grow and make blastocysts.

     

    but that are affected by the air quality in their lab. And I think we need our laboratories to have a good foundation, well-built, enough space for the embryologists to work in. You need to pre-plan this. What's the maximum caseload for this size lab? And also to protect those embryos. And I think we need to start at the beginning with how we build the labs and understanding that labs have lifespan. That if you built your lab in 1995, you probably need a new lab by now. But I think starting with the technologies that are out there, because obviously not everybody can just go and build a new lab, but adopting electronic witnessing, adopting monitoring systems, looking at that. And I agree with Dr. Katz as well, that weight-based system for poration for tanks, which is also a company here in North Carolina where I am, is fantastic. It can predict a tank failure weeks or months before any of the other systems that measure just temperature alone or liquid nitrogen levels would pick up on that. So I think it's education, it's doing things like you're doing, Griffin, doing these podcasts so that physicians, investors, and embryologists know that these technologies exist. And if we can get investors, physicians, and embryologists on board to insist that these are incorporated in their labs, or even getting patients to bring it up at their discussions with their physician. Do you have any of these systems in place? So when they're having their consultations and they're asking, they may be looking up where their physician went to school, but what sort of systems does their clinic adopt these new systems? I think it's really important.

     

    Griffin Jones (52:36)

    There's a reason both of you have been on the show multiple times and that you will be back each of you multiple times. I've jotting down notes of, that's a good topic for next, that's a great topic. Well, we could go down that further. So I look forward to having both of you back on the program together and individually. Dr. Eva Shankman, Dr. Stephen Katz, thank you both for coming back on the Inside Reproductive Health podcast.

     

    Dr Steven Katz (53:00)

    Thank you, Griffin, and thanks for doing these.

     

    Dr. Eva Schenkman (53:02)

    Yeah, thank you.

Gattaca Genomics
LinkedIn

Dr. Steven Katz
LinkedIn

Dr. Eva Schenkman
LinkedIn


 
 

239 4 Must-Haves for Onboarding Fertility Doctors in 2025. Dr. Christine Mansfield and Dr. Renee Rivas

 
 

Today’s episode is paid content from our feature sponsor, who helps Inside Reproductive Health to deliver information for free, to you! Here, the Advertiser has editorial control. Feature sponsorship is not an endorsement, and does not necessarily reflect the views of Inside Reproductive Health.


There’s a lot for new fertility doctors to cover when they start at a new practice.

In this week’s episode of Inside Reproductive Health, Dr. Christine Mansfield and Dr. Renee Rivas discuss onboarding strategies for new REIs and share actionable advice from both the mentor and mentee perspectives.

Tune into this week’s episode to learn:

  • The 4 must-haves for onboarding new fertility doctors (and what makes it effective).

  • Systems for streamlining insurance authorization and patient hand-offs.

  • Tips for new REIs on templates and clear patient communication.

  • How physician liaisons can help connect new REIs to their community.

  • What veteran REIs and practice administrators should consider for future-ready onboarding.

Whether you’re a new fellow or a seasoned practice leader, this episode offers key insights for onboarding success.


P.S. If you liked Dr. Mansfield’s perspective, email her here.

  • [00:00:00] Christine Mansfield, MD: it should be super efficient so that you can chart, send your plan to the clinical and financial team, they take it and run with it, and then you're done, and everything's already well in the works, and the patient feels better taken care of too, that's my biggest advice, is just to maximize efficiency, like, figure out your consults, get down to, okay, here's the key things I know I have to say in this amount of time to make the patient know what I'm recommending for them or what testing I'm recommending, but also to keep your charting and all those things, just figure out automated systems for everything so that you know, you can be efficient and take care of as many patients as possible, but then, get home on time and not be home on your computer like, filling things out later 

    [00:00:45] Griffin Jones: Here's the phone book, kid. That was my onboarding for my first corporate job sales. hope have it a little bit better than that, but do they? Who does your credentialing with all the regulatory bodies and insurance companies? Who writes your policies and handbooks? Who introduces you to strategic partners egg banks and cryostorage?

    Who can you shadow? Who markets you as a brand new fertility physician? I have Dr. Christine Mansfield and Dr. Renee Rivas to answer these questions. They're colleagues at Aspire Fertility, a Prelude practice in the DFW area. I asked both of them to join because they're each at different stages in career.

    Dr. Mansfield is the on boarder and Dr. Rivas just got out of fellowship. going through all of this right now. Dr. Mansfield shares her system for insurance authorization to cue the patient from the financial team to the clinical team, to the lab team, and how Prelude then adopted that as best practice across other centers. She shares her advice for new doctors on templates, systems, having a few clear, effective things that need to be communicated patients repeatedly.

    Dr. Rivas talks about what her physician liaison does her and how Prelude's marketing system connects her to referring docs in her area. She also shares legwork that she doesn't have to do because of Prelude's onboarding system.

    If you're a veteran or a practice admin, this episode will help you map the onboarding REIs demand in a 2025 2026 world. If you're a resident or fellow or an REI looking to start at a new practice, this episode will help you prepare. You can tell that Dr. Mansfield is a mentor at heart, I suspect. Dr. Rivas may soon be too. be too shy about reaching out to them and them what you liked about their point of view. Email them, them on LinkedIn. you're more comfortable with me making the introduction, will of course oblige. send me an email a DM. Enjoy this conversation about REI physician onboarding doctors. Christine Manfield and Renee Rivas. 

    [00:02:47] Announcer: Today's episode is paid content from our feature sponsor, who helps Inside Reproductive Health to deliver information for free to you. Here, the advertiser has editorial control. Feature sponsorship is not an endorsement and does not necessarily reflect the views of Inside Reproductive Health.

    [00:03:05] Griffin Jones: Dr. Mansfield, Christine, Dr. Rivas, Renee, welcome to the Inside Reproductive Health podcast. 

    [00:03:11] Christine Mansfield, MD: Thank you for having us.

    [00:03:12] Griffin Jones: I want to talk to you about new physician onboarding because I think the days of just throwing new docs to the lions. It might be over, or at least it's probably a good idea if they are. you are not so new to the field, but also the old timers would still probably consider you pretty new. So I'm wondering how much has changed in the last five, ten years. Maybe we start off with a baseline of what what's changed. Onboarding typically is for docs. You've done it a couple of times at different practices, at fellowship. What does it usually involve? 

    [00:03:52] Christine Mansfield, MD: Well, it's kind of a process of steps from all the physical aspects of getting set up to be, you know, practicing, credentialed, have the right equipment, have the right logins, to, knowing how the practice flow is, how the systems that operate in the practice, how you fit in and what your role is, and, also, your own practices that you integrate into your daily clinical practice.

    So it's a pretty broad from the nuts and bolts of, having insurance contracts and all of those things to what's your system when you see patients and how does the clinic system work. You know, effect around you. So, It's changed a lot over the years and practices have changed a lot in general. you know, It used to be more, mom and pop, private practices. And now there's large clinic networks that all work together. So there's been some big shifts over, my career, even in just in our field. and it's still changing.

    [00:04:41] Griffin Jones: Those systems, is that just getting trained on the EMR or tell me more about that? 

    [00:04:47] Christine Mansfield, MD: I would say of a whole, you know, set of things that, you know, just to get up to speed with being able to practice, knowing the EMR, knowing how to chart the EMR, like with note templates you know, resources are there that you could use and what you have to build of your own setting up the scheduling template, how does your Physical schedule look like when you do procedures, when you do consults, building out with your office manager, your admin team, what all of those pieces of your day to day look like all have to be done kind of at the beginning. There's quite a bit of work that goes into setting up your clinical flow right from the start.

    [00:05:18] Griffin Jones: long does that take?

    [00:05:19] Christine Mansfield, MD: easily it takes a good three months. We kind of operate in a 30, 60, 90 day goal set now that, the quicker that we know a new doc is joining us, the faster we can start to have them ready to hit the ground running. And, you know, even in Texas, just to get a license can take 8 to 12 months. And, you know, to get hospital credentials, you have to have your license and to get on insurance, to be on their network list, you have to have your license. So, know, The quicker we can start some of those, processes ahead of time with a new physician, the better off you know, and that it doesn't always work out that way So, sometimes we have to adjust our timeline based on where they're at from a licensing, moving, you know, all those. Types of standpoint, but easily it can take, you know, two to three months to have a, a new doc fully up and running.

    [00:06:05] Griffin Jones: Renee's smiling throughout these answers. Renee, are you still going through all of this? You're, so you're part of the 2024 class of fellows. I think this episode will air in January of 25. We're recording it in November of 24. Are you still doing this? Have you just finished?

    [00:06:22] Renee Rivas: Yeah, so I've been here for almost two months now, and there's still bits of this stuff that's still coming through. So she mentioned about credentialing and so on at hospitals, so there's this long application, and then you go back and forth, and then they have their committee meeting date where they go over everything, and then you get their approval, and then you have to go in and, do the badging, they want you to watch these educational videos on ramping, and then you got to go and do whatever their EHR training is as well, and so there's like all these things that at every step they come up. 

    [00:06:48] Griffin Jones: What were you expecting for onboarding, Renee?

    [00:06:53] Renee Rivas: I thought it would be somewhat like that it's a little different I've trained in all sorts of different places and there's a general kind of theme that happens with it. Actually one day I should probably get together all the different badges I've had from everywhere I've been and put them together in something. But there is, there's a bit of a theme to it the EHR, like the electronic health record is. It's very different in most places, even if they have the same system. And I've been spending a lot of time trying to get used to that. If you're even just trying to look up the basics of somebody's like cycle records and so on, there's like multiple ways to get to the same location and then click and then what's the best way if you wanted to show them what is the graphical interface that would make the most sense in somebody who doesn't know as much about it, or, there's like all these little tips and tricks and things that you don't know. You don't realize going into it, and so there's all these, I'm still like, finding all sorts of things just in the computer system. 

    [00:07:39] Griffin Jones: Who helps you with all that? Is it Christine over your shoulders? No, double click on that. No, no, no, right click and then double click.

    [00:07:47] Renee Rivas: I'll be like, this seems like this is the place where this is. And she's oh yeah, but yeah, but then you gotta click this other, there's all sorts of like weird little things, or like you gotta get it then upload it on your phone because if you want to push through meds, have to have the pin to get set up there's like all this stuff. and I'm like, I've used all these things before, but it's just a different, System for all of it and it's new numbers and new whatever, but then we actually have really nice staff here too. And so there's some people are literally, I'll be like, okay, what are, what do I do with this part? Or where do I find this?

    Or when you're looking for this, how do you get there? And then they'll just show me like, what's their different way of getting in. I'll be like, oh, I haven't gone that route yet.

    [00:08:20] Griffin Jones: Is there an orientation with a syllabus and all of the supported materials organized in one place? 

    [00:08:27] Christine Mansfield, MD: we've kind of Developed, because when I would say I've been with our network almost the beginning, like since Veer Prelude and then onto Inception and, pretty much it seemed like every time you had someone new, you were kind of rewriting. The wheel, you know, with just what to do, and there wasn't ever a system, but we've actually gotten to a pretty good place point where we have sort of a.

    so much for joining us today, and we hope to see you in the next session. Bye. Bye. And then we have like HR who has to, you know, get you in and show you, you know, they kind of go through a whole corporate culture and what do we mean and what are all the pieces of our company that function together, like, from, you know, our egg bank to our, cryo storage and, you know, just doing all those things, but then, getting you on site and knowing, typically what we did, like with Renee, the first couple of weeks, out a schedule of like, okay, before We're going to have you work with every section of the practice so you know what they do and how you'll interact with them and what their jobs are. So, like, She hung out with the admin staff and how they scheduled new patients. She, you know, got to see financial counseling and, like, what types of things they're talking about and what that side looks like. Obviously, not her specialty, but you have to know those things. And back in the lab with Dr. Stout, our, lab directors, so she can see, okay, what's their flow in paperwork and scheduling. And then we, you know, obviously have new doctors shadow our physicians, because we all have different practice styles and consult styles, way we, you know, For the most part, we all practice similarly, but just little, you know, tidbits to learn in terms of how to interact with patients and, you know, how we slightly might chart differently or, you know, what are strengths and, you know, pieces that you can pick up to match what you want to have as your own style later.

    And, then there's the whole marketing a new physician. So that's, um, It's a whole piece of, you know, getting Renee out there in the community to, you know, meet our referring doctors to raise awareness, about her background and, you know, what makes her special as a provider. And we have a whole schedule, just almost a blitz of going to different practices, meeting physicians, , potential patients out on social media, you know, so the marketing side of getting a new doctor busy is also quite important, you know, to have collateral for their business cards, their bios, their social media, their headshots, like all of that piece, you want to have those things ready as quick as you can when they hit the door.

     Yeah, that's how you make those connections that, you know, many times will bring in your first patients to, you know, directly refer to you.

    [00:11:07] Griffin Jones: Am I correct in understanding that some of the phases of this onboarding falls with the network and some falls with the practice? So like the credentialing, the HR, is that all happening at the network 

    [00:11:18] Christine Mansfield, MD: Yes, network level marketing, um, we have our onsite liaison, but it's also a whole team that actually works on onboarding new physicians to help with the, the network helps with that. Marketing collateral all goes through, pretty. , centralized process, for where to order collateral, where to upload, to where she's going and who she's meeting to just kind of maximize efficiency you know, a digital marking plan, that mainly is network based, although we do some of our own, on site social media posts and videos and those things So it is definitely a combination of on site and network based resources when we onboard.

    [00:11:53] Griffin Jones: Tell me a little bit about what happens with the credentialing team. What do they do?

    [00:11:57] Christine Mansfield, MD: We upload all of the documents, like licenses. Diplomas, certificates, and they will go through, we have to electronically designate them as our person to go through and do the actual credentialing. And then usually once the packet is done, ready to go to the medical board at the hospital, then we sign off on it electronically, usually with like a docu sign. You don't want your new doctors having to manually do this stuff. You want them to be, out learning the practice, out meeting providers. 

    [00:12:28] Griffin Jones: Did new doctors manually do this stuff? Before, prelude that had this team, like, docs were doing this on their own, they were going and filing and, and so all you have to do is give them your license and your information and designate them as your power of attorney or whatever, or just give 

    [00:12:48] Renee Rivas: they have a part on the website where you can designate them and then it gives them access and then they can log in under the same heading and adjust things for you. You have to send them your, your copies of everything in advance and so on, but then they can do that and then, particularly if you're doing credentialing at more than one place and that's super helpful. going everywhere.

    [00:13:05] Griffin Jones: what's HR onboarding been like? Renee, I am thinking of Toby in the office and, what's it been like for you? 

    [00:13:12] Renee Rivas: It's just like a normal job. But then you just have all this other documentation related to your training and, licensing and all that stuff.

    [00:13:17] Christine Mansfield, MD: They, have network contracts for those items so we don't again, not reinventing the wheel, you're just kind of sliding into what the research has already been done on how to do

    [00:13:26] Griffin Jones: how has this process evolved over years, Christine? Is Renee experiencing the same that you first experienced?

    [00:13:37] Christine Mansfield, MD: Even when I went to Tucson or came back to Dallas I had to spearhead a lot more of that than now, just as far as So, I just kind of showed up and they gave me a task and some information, but I didn't necessarily have a marketing plan. So, I sat down with the marketing, professional, and we just had to map that out ourselves. So you know, A lot of things I would say it's nice when you kind of go into a more operational practice and network because, a lot of the newer docs aren't having to do all that, which it's, it's a good learning experience for, knowing how to grow a practice. I've done it several times, but that being said, it's very time consuming and to, to go through the beginning.

    We've got a list of, every provider in Dallas. what the practices are, what, areas, you know, are going to be high yield for referrals to our particular practice. So, very strategic in getting her out to the right people. Most important places first, so that, you know, she has those relationships early on, rather than having to map out her own marketing plan, or, you know, her own social media posts, or those things, it's really nice to be automated. Because I will say, even in 2019, when I got here, we really didn't have any of that.

    [00:14:40] Griffin Jones: I want to ask about how that roadmaps evolved and I'll direct that to Renee in a second. But Christine, you were in Tucson, you moved back to Dallas. You could have went and worked for any number of practices. It's a big market. There's a lot of really good practices there. You decided to stay within the Prelude Network family. did you decide that?

    [00:15:04] Christine Mansfield, MD: We had some personal reasons, even though we we loved Arizona, the practice was doing amazingly well. It wasn't, you know, a practice issue. And in fact, it was hard to leave because it was doing so well, but, we needed to be in a bigger city for my husband's job for some needs with my children.

    And so I actually looked at several options. I looked inside the network. I looked outside the network. One of the things that I was, And the other thing that I was really you know, Dulles was one of the areas they had that it felt like would be a good match for me and it was high on our list. they also offered other leadership opportunities at some other practice locations that I did consider as well. Some physicians have a bad experience with corporate. Partnership, my particular experience has actually been good. And, the management teams I've worked with, a lot of them have actually been there now for quite a while. So, We had some background together and and I felt like that our interactions had been good and that I have been treated well during the process. So, 

    [00:15:56] Griffin Jones: What's made them Good?

    [00:15:57] Christine Mansfield, MD: I would say they may not always have things right, but they were also willing, if their systems were not good to make change and to take feedback. in my mind, a good corporate partner is not going to try to dictate your day to day, your clinical management, your protocols, and to a degree, how you run your clinic and staff, because so much has to be true leadership on site, but give you the right of things that you don't want to do as part of your practice. Billing, marketing, those things you have to be involved in. But, do I want to have to, do extensive coding on all my patients to make sure we're well paid? No, I really want to know that someone can handle that side of it for you so you can focus on growing your Practice and being a good physician because so much of medicine is still a business and nobody preps you for that when you come out of medical school you know how to be a good doctor, but nobody really knows how to run a business. you learn a lot when you've been in practice a while and you've been at several locations or built things more from the ground up, but you also know that's not what I enjoy.

    That's not where my talent is. And knowing that I have someone who can, Help with aspects of the practice to make it successful that I don't have to personally manage. I mean, that's huge, both for life quality and, for practice satisfaction and, if the relationships are structured correctly, then for income too.

    So it's a win win we both have the same goals, as long as everybody knows what their strengths and what they bring to the table as far as a partnership.

    [00:17:19] Griffin Jones: You said that there were some things that maybe they didn't get right in the beginning, but they were open to change. And I wonder if you can think of a couple examples that you'd be willing to share. And one of the things that impressed me about TJ when I've had him on the show, I probably have a favorable bias towards TJ because we've done business together and one thing that impressed me was I asked him a similar question. and he was really forthcoming. He said, look, we got this wrong. These were the consequences from it, and this is how I fixed it. it just impressed me that he would share that, and I wonder if there's examples that you can think of you know, like, you know what, this was not working before, and we changed it. 

    [00:17:55] Christine Mansfield, MD: Corporates always, in general, trying to create a system to help with things. So, whether it's, doing insurance verifications, doing financial clearances and consults and insurance offs for treatment cycles.

    And so, their goal has been to provide as much services to the clinic of those sort that are off site. So, we don't have to employ staff on site to do everything, like reinvent the wheel, just to have centralized services for a lot of those things. And when they originally started doing insurance authorizations, their system sucked, they didn't really have a tracking mechanism. And, I am a big systems person because I mean, if systems are in place, you can run efficiently. You're not rethinking everything. you know, If you're just sort of doing Head on fire kind of approach that the most urgent pressing MAG patient, because they've been waiting, is the next on the list.

    You're never getting ahead. And so there really wasn't a tracking mechanism for the staff. Okay, which offs do I need to run first? How, what's the timeline on this off for this patient to start on the date that she wants to? So one of the things that we developed here that I have always used in my practice was sort of a cue, like a, you know, a running list working document between the clinical team, the lab team, and the financial team To okay, who are the patients coming up?

    Whose insurance? Who's self pay? Have they been cleared? Clinically, is there anything we need to be prepped for? Are they, you know, Any special thing with the lab? Or do we have too many starts in one week where we might be worried about coverage or they didn't have a system for how to work the list. They just had a random list and tasks coming in and no prioritization system. So, RQ and tried to integrate it into the EMR, which has been partially successful, but it's still a work in progress. But trying to develop a tool where all three, , can interact is, You know, it's a good goal, because otherwise, most clinics just operate on a, I get a task, I get to it in a list of, but sometimes there's ones that are more high priority, a patient who needs to start in two weeks versus someone who's starting in three months.

    And if you don't work them in a priority system, it doesn't work as well. So, They've integrated that into the EMR. We've had to have some feedback on how they are tracking like where those things are at to communicate to the clinical team. So that's been a work in progress, but something they've definitely improved on.

    And so, I think having that kind of dialogue that you can take pieces of things from different practices that are well and make a tool that a lot of practices could benefit from, but you need that input and you need to be willing to take that input. So, I think that's 1 thing they're doing much better over time. 

    [00:20:20] Griffin Jones: did that Practice remain, meaning that system of operation, remain within Aspire, or was that implemented at other practices throughout the network? 

    [00:20:29] Christine Mansfield, MD: It went into EIVF for other practices. So it's actually a tool in Practice Edge, which is the, administrative tool that the financial kind of sits on top of EIVF, 

    [00:20:38] Renee Rivas: It was interesting. We get people from referrals from all over, right? And so then basically with our marketing team they have pattern and where they go and they visit people on a monthly basis. And so Diana who's our head positional liaison, she basically was like, okay, well let's go here.

    And then this one. And then like on subsequent weeks, she says she tries to keep it down to just, one day a week, and it's usually just for a few hours in like a morning or an early afternoon. We'll go around, stop in, see people try to get a few minutes with one of the physicians or a couple of them that are in the group, depending on who's there that day. It's really nice, actually, because particularly if you're in training, you're used to being able to interact with the people that, You see these referrals from and then you can reach out to them and say, oh, hey, I saw your patient, blah, blah, blah, and coordinate versus in this, it's a different kind of feel because you see that there's a referral on it and who that is, but then you're like, oh, wait, I don't have their contact info.

    And usually in like a university setting, there is a way of messaging them within Her job is to make sure that these patients are getting that same electronic medical system and that doesn't exist in this void. So it is nice to actually get to meet them so that when you see one of their patients and send them something, then you can talk about it if needed and discuss and kind of plan for things.

    Yeah, so she set up like different offices that are in the same area and generally you don't want to be driving back and forth and back and forth, as you mentioned, like To have a focused area so that you can hit a lot of different offices in that same region and then, for other places so there's like Plano, then there was like a Richardson area, and then there was like North Dallas, and we went to Louisville and Flower Mound last week, and we've been hopping around to get some of those areas in. then occasionally there's like maybe once a month or so we've been doing like a dinner so that we can meet, because like I said, I'm stopping in and if the, some of these offices have like satellites and so on, so it's not like everyone's there all the time or someone will be in the OR, so then you can actually meet everyone. 

    [00:22:28] Griffin Jones: Be honest, you can't lie it's the holiday season, so you gotta be forthcoming. Would you do that all if you didn't have a liaison , giving you that kind of structure?

    [00:22:37] Renee Rivas: I don't know, to be honest, I don't know if it would occur to me to have that level of structure. I'd like to think so. But it's just that she really knows the area, right? I wouldn't know that, I'd be like on like Google Maps or something and looking at these and being like, Oh, what about this group?

    And, asking people like, Oh, do ever see people from this area? Or, who do they refer to, or who do you even talk to, it would I don't think it would go near as smoothly.

    [00:22:59] Griffin Jones: Does that include having a relationship with some of the other docs and some of the there, so, you know, this person's office manager is really into the Yankees, and, like, do you get that kind of intel?

    [00:23:11] Renee Rivas: There's an element of we'll walk in and she'll often know the office manager that's there or She'd be like, Oh, hey, do you need this? Or, do you have this? What about this? And she'll know all the little details about a lot of the people that are there.

    [00:23:21] Griffin Jones: Do you feel like you're starting to make meaningful relationships with referring docs, or do you feel like you're just a baby step into a really long process?

    [00:23:29] Renee Rivas: I think it's probably more the second, to be honest, I'm getting to meet people, but it's still the first time usually, so it's not like I'm getting a whole lot of back and forth there and there's an element too that it's OBGYNs are kind of your people, that's often why a lot of us in medicine get into different areas, because you feel like these are your kind of people that you get along with, so that part is nice too, but I'd say it's still baby steps.

    [00:23:49] Griffin Jones: So I could see that would be useful having that kind of structure because especially if it's a longer term process, the likelihood of you sticking with it is if you have a personal trainer, right? If you have someone laying out the meal plan and the workout, it's a lot easier to stick to the protocol. I suspect that's where many docs have fallen off in the beginning is they go to an office and they say, Oh, well, I tried. And, that's not exactly how relationships are built. What advice, Christine, have you given to Dr. Rivas during this, whether it's about the marketing bootcamp or anything, what sage wisdom have you imparted on her? 

    [00:24:28] Christine Mansfield, MD: Number one, find your good work life balance. I think that, piece is super important. And, my kids are older now. Different structures, schedule, and Renee's kids are younger. So different phases of life, different, schedules work better and kind of make those things work for your long term happiness. then, as part of that, maximize your efficiency. That piece, I can't say enough, physical time doing things doesn't always mean you did it better, and you shouldn't be reinventing the wheel on a lot of things. I really most days try to take home very little charting or work. I mean, I might answer phone calls, messages, you know, but. When I leave, my notes are done. And, the way you do that is to have really good templates so you're not retyping a note every time you see a new patient. It should be most of the things we do are very protocol driven and so should our charting.

    So it should be super efficient so that you can chart, send your plan to the clinical and financial team, they take it and run with it, and then you're done, and everything's already well in the works, and the patient feels better taken care of too, that's my biggest advice, is just to maximize efficiency, like, figure out your consults, get down to, okay, here's the key things I know I have to say in this amount of time to make the patient know what I'm recommending for them or what testing I'm recommending, but also to keep your charting and all those things, just figure out automated systems for everything so that you know, you can be efficient and take care of as many patients as possible, but then, get home on time and not be home on your computer like, filling things out later.

    That's probably the biggest advice. Don't linger, just stressing over things. Just go ahead and find your systems and be efficient.

    [00:26:04] Griffin Jones: Notes is one thing, I imagine there's other things. What are some of those other systems that you have to automate?

    [00:26:09] Christine Mansfield, MD: I would say, having a system of what happens to your patient's journey, and the good thing is we kind of have that, that Renee came into that, but, sometimes that's not always there, we have sort of a clinical team that works together, some patient, some practices, you might show up and here's your MA and your team and you figure it out, most of my consults now are 30 minutes, whether it's a new patient or whether it's a follow up, you know, I always recommend that newer docs start with 45 or so, and then, see how they do, and then many of them can cut that down. If it's a brand new patient, no testing or anything, you walk through the diagnostics mention treatment steps, that plan goes to the clinical team to help, reach out and make sure they know how to get their testing scheduled, and to the financial team to check costs, same thing with a follow up, once we decide their treatment plan, IVF plan, IUI plan, it goes to the clinical team to start executing those steps, and the financial team to help the patient figure out those aspects of it A lot of those things are built, but not everyone walks into that. And I think, just having systems for those things patients know if things run well I tell them my insurance team is going to call them within a day, having those steps be really automated, you just have to make sure your team can deliver on what you're telling patients. and then also procedure wise, being efficient , back in the OR.

    And it's nice because we have our clinic and go back and forth, between the clinical side. Some practices have separate clinics and labs. So, making sure you're efficient. But, luckily we have a lot of things already here that, she can use and tailor to, schedule.

    [00:27:34] Griffin Jones: How does that level of protocols or being protocol driven in that way compare to maybe other practices or even how does it compare to years ago? it more protocol driven? How has that evolved?

    [00:27:50] Christine Mansfield, MD: Nobody dictates physicians, how they should practice, but we, try to as a group, one thing I really encourage is that we meet and talk about, okay, If we're doing an antagonist protocol, here's what our general structure is.

    You can change things, but you want the nurses to be able to know, this is how I order, this is how I take care of a patient when you give me this protocol. We really just want to try to all be in agreement about major things. Obviously you might tailor individual treatment decisions to a patient.

    That's always fine we all kind of have the same general, Types of systems so the staff can take it and run. I think having those conversations, because sometimes it changes as the science evolves. When they plan their treatment, you're not reinventing the wheel every time again.

    [00:28:30] Griffin Jones: Is it harder to as many templates or as many effective templates in the absence of having lots of partners at different practice?

    [00:28:42] Christine Mansfield, MD: We don't all have to chart the same, but just having a template you can take and tailor to your own, like we have an note. Most docs aren't going to need to change that. It's pretty basic. It's got all the right information. You can add anything and you need. Now, on a consult note, your consult language be slightly different than what I chart.

    Yeah, but you can still take my note and alter that. To tailor to what you're documenting but a lot of the procedure notes and things like that, once they're there, they're great resources. So that's what I told all the docs. The one good thing about EIVF, you can access Any clinical template in our network.

    You just have to talk to them. If you meet a doc and they're telling you about some templates that they have, which I always share my templates, they can upload them right in and you can take those notes and tailor them. So don't rewrite things. Just take the resources that are there and make them what you need.

    [00:29:30] Griffin Jones: Maximizing efficiency in these ways is partly in service to making it work with regard to your schedule. So what's that been like, Renee? What is making it work with regard to your schedule? 

    [00:29:42] Renee Rivas: There's an awful lot of different notes to go through and things that we have, and they're so useful, you have no idea, like you go do a procedure, you need to go do a documentation on it, a lot of them are really straightforward, you tend to do the same kind of things, maybe we'll put a note in there like an extra little note. Tidbit on something that you did about it that made it easier or something like that. But, for the most part they're very similar and so it's nice just to be able to go in and I'll be like, Oh, wait, did E& D, so where's that little note at? And I can just go through, click through, it makes it very straightforward in terms of having that set up. In terms of finding out like why it was done and things like that's also helpful too because sometimes when you go in they'll want to talk to you about it. In terms of getting like new notes set up, that's usually, there's a couple of ones. DR. And it maybe you spend a little more time where you want to make sure when I want to talk about it in this order and so like mentally this is my arrangement.

    So maybe I want to somewhat how this note is structured a bit, so that like when I'm going through it makes a bit more sense because that's just how I'm thinking through the discussion. So I've made like tweaks and stuff like that to some of the templates and I found that It's pretty helpful but, there are a lot of ones that are available, and so it's not like I have to completely reinvent it.

    I can often find bits of that in other people's, or if I look and see what different consults are about, or a patient who had this thing, and I look at their notes, and I'll say, oh wait, they have this sort of language or phrasing or whatever that's used, and you can borrow that and adjust it, and it just makes it a little bit easier, I think, to have much available already. 

    [00:31:01] Griffin Jones: How has the workload been with regard to using efficiency as a means of making the workload manageable and still having a life outside of work? So, You've been on a bit of a seesaw the last 15 years, undergrad, then med school is pretty intense, and maybe fourth year of med school is a little bit less intense, but then you're in residency, which is ultra intense, and then you're in fellowship, which is maybe a little bit less, especially third year.

    Now you're in the workforce. What has that been like, and, does it feel really intense, and how do you use the efficiency to make it work? 

    [00:31:39] Renee Rivas: Residency is definitely the worst part of it. But, once you get used to doing 24 and longer hour shifts and figure out how that goes I don't really do those anymore. I'm not on the OP floor.

    Honestly, all of it just seems so much better. I had my oldest daughter when I was a resident, and so, there were a lot of times where I'd be like, oh, look, there she is, she's going to bed now, and I still have to finish charting and so on, and then in fellowship I had my second child, and so it was.

    I got to spend more time with her when she was younger and it just feels I have a third one now. But I feel like I get a lot more time as it's gone on because a lot of the demands outside are not so terrible and then honestly OBGYN, whole thing is just all about efficiency. Like I can't tell you how many people are like, oh you got to have like your note system set up right or what's your template or people will talk about their different like Epic is a common one that you use when you're in training and stuff and Residency and Fellowship was like a EMR. It's just one of those things that you have to use in order to have all that efficiency down. So it's, it's a huge part of everything. And honestly, for me, I feel like I probably have been stressing about that aspect more because I spent so much time trying to make sure that I had that down to make it easier. The other end of it, too, is that even though I know what I'm writing in, I'm used to doing a lot more of the legwork myself to make sure these things happen when I'm putting this here, I'm like, oh, follow this and make sure they have the schedule. I'm used to opening up their schedule and making them that appointment slot and putting it in and here, that's a lot more. Or I can ask somebody else to do it, or I can just put it in my note and then send that to someone and there's a way of like making tasks and things like that. And so a lot of that gets offloaded and so realizing the amount of things that I can shift around like that and get help from the other staff in terms of doing this is like so amazing. So it's just learning all those different things and delegating and learning how to use that system. Another part of it too is just like in learning all this so I'm thinking when I'm putting in my note to do these steps next and I'm sending it to someone, one of the nice things about when I was onboarding initially and seeing people in all the different departments was I was like, okay, so you see this, what does this mean to you? Like how do you interpret what this is used? So that I know what they're getting out of it. So that I'm not asking them to do something, but they don't realize that's exactly what I mean. So having that time in the beginning just to make sure that those messages are clear, and so I can see, Dr. Mansfield does her consult and puts that in, that she's actually asking them to do this part or not to do this part, or, you get all the subtleties of that little bit of communication as well. 

    [00:33:59] Griffin Jones: and so all of these you might take for granted, this legwork that you don't have to do now, but they're the results of systems, right? Like you can't just delegate it to somebody else without a system, right? You need some sort of operational infrastructure to train that tell them what to do. We've we've talked a lot about it, but can you tell me more about that?

    [00:34:19] Renee Rivas: Sometimes we'll do some of our diagnostic testing on someone, and they haven't been, They've been referred to us to do like an HSG, so like a tube check. And this is often a test that's hard to schedule. It's not set up for your OBGYN generalist to have in their office to do it themselves. If you try to have it done at a radiology department, it's not offered in a lot of places. It's one of those things that we're really good at doing. That it's hard to get in a lot of other places, but sometimes, another provider will be seeing this patient and have an infertility concern and they'll want to make sure their tubes are open but maybe they're not quite ready to do like a full referral and have you take over their care in that regard.

    They'll just want an HSG. and so they will refer for that and then you can meet them, meet the patient do their HSG, but then that record has to get back to them. And so you're like, oh, that makes sense, right? But the thing is, again, the different medical systems. And so I see the patient, I talk to the patient, I introduce myself.

    If they didn't, they wanted to come in for treatment, then I've already had that. I can tell the provider, oh, I saw your patient, thanks for, referring them, whatever. So there's that kind of back and forth. But then there's the other part of like, how does that. Information then get back to the provider, so that's referral, right?

    So then I have to know which office staff to reach out to, to send them my note, to send them the documentation, to send them images so that it gets back to them, and then how's that all process work? Each of those is like a learning point of how to it's like the nitty gritty stuff, but it's how to make all that happen. 

    [00:35:34] Griffin Jones: You've alluded to some of the lessons that Dr. Mansfield has shared with you along the way, but does any advice really stick out in your mind, or is there something that you watched her do you thought, that's an example that I want to emulate?

    [00:35:49] Renee Rivas: So many things. Just that like what I just mentioned to you, she's been so thoughtful when I first started I was like, where is this at? Who are these people? Everything is so new, right? once you get more comfortable being in the office. And it's been so nice because it's like, it doesn't feel like it's all coming at me at once.

    It doesn't feel overwhelming. It's like she seems to sense like right when I'm, Getting the stage figured out, then you're like, add another little level to it. I don't know. It's been so great.

    [00:36:12] Griffin Jones: What further things do you think will come into onboarding, like if you could wave a magic wand and either get rid of some steps or have more structure around certain steps across the field, what do you think? need more support with, with regard to onboarding.

    [00:36:28] Renee Rivas: There's a lot of like components that go into that, to be honest. It's really amazing to have that kind of admin. I can't tell you how nice it is to have that admin support. Especially with the credentialing, that's the stuff that takes so long. As much as it gets offloaded for me in this process, there's still a lot, because I have all the documents, right?

    They don't just have those, so I have to send it to them. But that is such a huge part of it, and then I mentioned credentialing, and I was talking about hospital, but it's also, like, all the insurance carriers. You have to get credentials for each and every single one of those I mean, That's what it means that somebody's in network, out of network, takes that insurance. such a huge thing. It would be so nice if we had a way of on ramping that, or just in general, I mean, if you're talking about massive systems the credentialing process for each hospital, they all want the same information, but you have to fill out a separate application for each and every one that you Like, Wouldn't it be nice if you had an actual unified system? There's a common application for medical licensing, but it still has state specific requirements, I filled out the universal one before, but it still wasn't enough, because I had to do all this extra stuff that was specific to Texas there's a jurisprudence exam that you have to take that nobody else does. We're talking about systems here, but if this existed on a larger scale, so that they could just look at your other records. at hospitals before, other hospitals wouldn't it be nice if they could just see that, you've done X number of cystoscopies, and you don't have to go back and find the number of records of those that you actually did, and it's just there?

    Wouldn't that be so amazing? know, that's a bigger issue. 

    [00:37:49] Griffin Jones: There's an AI opportunity for someone listening. Christine, it seems like I've gleaned from this conversation that you enjoy this mentorship role. If I'm not inferring too much, why is that?

    [00:38:01] Christine Mansfield, MD: When you go through training, you end up just working with different providers who just have, like, such an impact even when you choose a specialty, like, Renee was saying, you meet your people and you just, find those special people who kind of help.

    And I don't know if that's what kind of drew me, but I do enjoy working with new physicians. When I first came out, we, operated with the residents, set my first practice, and I kind of missed that interaction so, one of the things I have really enjoyed is getting to work with a lot of new physicians and to kind of, ramp them up.

    I worked with our Austin physicians, and we actually are putting together peer groups, like the. Group of docs who started with the Inception Network. We had, kind of a whole like day down in Houston that we got to talk about everything and being a new doc and efficiencies and, then even look at my schedule and walk through things.

    And it was a mix of brand new doctors and some who were just changing And, you know, I just, really, You know, enjoy it because you get new ideas. You got new things from, I learned from them. And when we all are doing well, it's a good thing. Everyone's happy. I would say, I think it's, probably something I've just always enjoyed. I'm kind of a problem fixer and trying to put things into systems and get people in the right places. And so I think it appeals to, that side of me, trying to help each physician figure out their own path. It's helped me grow too. So I think Personally and professionally, it's been a great thing.

    [00:39:18] Griffin Jones: You gave an overview of ideas and best practices, but dig a little bit more into specifics, if you will, about that. What big takeaways Did you come away from that? 

    [00:39:28] Christine Mansfield, MD: The most valuable part was, the whole afternoon we spent with just that group. we walked through everything from how do you run your team? Each team might look a little different. I really encouraged each of them to kind of map out, okay, from when the patient was in your office. How do they get from point A to point B? Like, Do you know each step of that? And is that going to be smooth for the patient? Making sure those things, if they're not already there, are set up. And then we talked about, like, just general schedules in person versus online consults. That's a whole other area. Like, I told Renee, I was like, have as many people as you can listen to your consults. Just from different levels of understanding about, process and the more feedback you can take, the better. You're only going to get better when Asked for the feedback. Just walking through every aspect that could come up and being able to answer questions and show them real time. We pulled up my schedule. We looked at things. We looked at notes. How do you make a template? How do you get in touch with the IT people to help you look at the templates? But then once you get there, all sorts of things come up. So, Mentoring, I think, is something that in training, it happens naturally. You're in a training environment, but when you get out into practice, you can get really isolated and not keep learning and not keep learning best ways to do things as practices and science and all of it changes. So For me, just having those conversations in our network has been super valuable. And new docs coming in, bring new ideas and new ways of doing things too. So, you know, You can just keep getting better at what you're doing. And so I think just having that dialogue all afternoon walking through all sorts of different aspects about integrating into the practice you know, marketing and everything and what that looks like and what resources are there, what they can do. it was Really great actually, so 

    [00:41:01] Griffin Jones: I think that's sage wisdom, having as many people as possible listen to your consults and I think that I could ask you for 45 minutes to an hour just about that. So I wrote it down as a future podcast episode topic. I won't take us down that rabbit hole today, but I imagine that having worked with some younger docs now in this capacity, you've seen them be surprised by certain things.

    What do you find that they're either surprised by, or not prepared for, or their expectations were different? 

    [00:41:31] Christine Mansfield, MD: what you underestimate going into practice a little bit is just your day is going to be structured in some way with some procedures, doing ultrasounds, retrievals, you know, those things, and then you're doing a lot more face to face with patients than you ever thought, especially once your schedule gets busy.

    And when you're in the midst of talking to patients, I think the biggest learning curve that first two years is just learning. How do you take a patient with a middle school grade education or a PhD who came in with every science article on egg freezing that you can imagine and wants to freeze 50 eggs?

    How do you go from one patient to the other and get that? The right information to them to make their best decisions. And that piece, it's probably more mentally exhausting than anything else because, some patients you can do a consult and they're going to listen, take notes and do exactly what you've mapped out for them or recommend to them.

    Some patients you're going to really get drilled and the mental back to back of that it's more tiring than you expect. Emotionally tiring than you expect. You know, Nothing that we're doing is life or death, but to patients it feels that way. And it's as stressful as a cancer diagnosis.

    So they, sometimes they come in like knowing nothing and some of them come in with a lot of emotion and, preparation and, being able to handle that pressure from patients, I think is probably one of the harder parts. 

    [00:42:44] Griffin Jones: How do you prepare new docs for that? Do you just lay out the scenario for them? 

    [00:42:48] Christine Mansfield, MD: Finding a few ways to communicate ideas that are really effective and using that same language repeatedly, that's a good thing. You don't want to have a new conversation every time sometimes figuring out a way to tell the patient, how do you decide between IUI and IVF and you walk them through both sides, both success rates, but here's the pros of this versus that I want you to take it and decide in your heart, what's your next best step?

    And patients don't feel like they're being pressured. So you just really have to find good ways of communicating to patients. And we're not taught that real well. It's really just takes practice. Like even when I went to Tucson, I had been practicing five years and I still had two of the HFI came out and they gave me pointers.

    Okay. Try these things with your practice. Try these things. Try breaking your consult up into two instead of one big one. All of the coaching and mentoring, you just keep getting better if you just are open to kind of looking at other ways and constantly trying to get better. 

    [00:43:41] Griffin Jones: And after action review is really useful for some of that stuff, isn't it? Like taking the time to actually sit down and write it out. I was, I've been asked this three times and each time I felt like I was caught on the back foot or I stuttered, or I gave an inconsistent answer in each scenario. And I did that in my own consulting and sales practice of that every time that I run into that, my, okay, this is something that I need to sit down, 

    [00:44:05] Christine Mansfield, MD: right. 

    [00:44:06] Griffin Jones: and write about.

    [00:44:07] Christine Mansfield, MD: And just have a set answer that is a good answer. You're not reinventing the wheel. The patient feels, okay, I feel much better now hearing that. I am concerned about having extra embryos. You have a very set, here's the things we do. Here's options we can do to make sure that we complete your family, but don't have too many left over. Having those answers ready at your fingertip, not having to think about it, that, Take some time, and sometimes some real intention, sometimes writing out certain phrases and just learning them. Honestly, it's one of the most efficient things you can do, especially on a consult where you might meet that patient on a video call.

    And you have to make that connection with them in a way that you can't always make face to face, and you have to practice. Practice, because it doesn't always feel natural when you first start. And, I've mentored some docs who were struggling in their practice it's not just being knowledgeable, but you have to make the patient believe in.

    So, It's really about the information you're giving them that it's going to have a good chance to work or the expected chance to work, being able to communicate that. I mean, It really does go back to communication and a lot of levels because we all have the knowledge, but not everyone can relay that in the most effective ways. 

    [00:45:11] Griffin Jones: Docs listening might think I don't want to read from a script, but after a while, it won't Be a script. And you make the script as concise as possible, but the more you practice your lines, going to be able to, ad lib. You're going to be able to, to riv off of it goes back to what you were saying about templates. You want to have a replicable solution to a replicable challenge, and then you can. Custom tailor it accordingly. I think that's really good advice for young docs. And you better be thinking about what each of those are, Christine, when you come back, we're going to go over what those different set points are for effectively communicating to patients.

    renee, This is a little bit of the blind leading the blind. I mean, You've been at this place for 10 years. for two months, but you are in the thick of it, and so I think that there are probably things that you can think of that here's what people should be doing to be prepared, and we've got a lot of fellows, first year fellows, a lot of residents that listen to this show, what advice do you have for them?

    [00:46:11] Renee Rivas: I said, just say, take it in. People have so many different ways of communicating. All the time now, I will be thinking about how to describe something and I'll hear. Thank I hear somebody else's voice in my head, you know, particular words of advice or phrasing or things like that. I would say just Listen to the people around you listen to the words that they're saying, think about how they're saying it, thinking about how the patient might respond to it, and maybe what they're hearing isn't the same thing as what is being said, appreciating those sort of differences in terms of what their experience can be I think so much of that is, is so valid. I just so appreciate a lot of those subtleties that are there and listening to the ways that people have of making themselves heard and then the ways that sometimes maybe it's not happening the way you think it is at times. 

    [00:46:54] Griffin Jones: I hope that to the younger docs listening, take advantage of this and they're not too shy to reach out to each of you. If they did reach out, would you be opposed to that? 

    [00:47:04] Christine Mansfield, MD: I'm always happy to talk to and I think that's the 1 thing that, again, being in private practice, you don't want to get isolated. You want, that peer group just learning new things from each other. And So, no, I would definitely welcome it.

    [00:47:16] Griffin Jones: Well, if they are too shy, you can email me and I will connect you with Dr. Mansfield and Dr. Revis. Dr.

    Christine Mansfield, Dr. Renee Revis. Thank you both for coming on the Inside Reproductive Health Podcast. ​

    [00:47:28]Announcer: Today's episode is paid content from our feature sponsor, who helps Inside Reproductive Health to deliver information for free to you. Here, the advertiser has editorial control. Feature sponsorship is not an endorsement and does not necessarily reflect the views of Inside Reproductive Health.

Aspire Fertility Dallas Social Links
LinkedIn
Facebook
Instagram

Dr. Christine Mansfield Social Links
LinkedIn
Instagram


 
 

238 The Doctor That Third Party IVF Patients Switch To. Dr. Andrew Toledo

Today’s Advertiser helped make the production and delivery of this episode possible. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the Advertiser. The Advertiser does not have editorial control over the content of this episode, nor does the Advertiser's sponsorship constitute an endorsement of the guest or their organization. The guest's appearance is not an endorsement of the Advertiser.


Why do some IVF patients seek donor egg treatments at a different center than where they began? It could all come down to one simple question—one that our latest guest, Dr. Andy Toledo, CEO of Reproductive Biology Associates, frequently asks.

With over three decades in the field, Dr. Toledo shares his approach to counseling patients about donor eggs and third-party IVF without the hard sell.

Tune in as Dr. Toledo discusses:

  • The key question he uses to convert IVF patients.

  • How he counsels patients without being salesy.

  • The evolving role of REIs as automation becomes more prevalent.

  • Why pre-visit testing might not be as beneficial as it seems.

  • Discovering the untapped market in embryo preservation.

Reproductive Biology Associates
LinkedIn
Facebook
Instagram

Dr. Andrew Toledo
LinkedIn


Transcript

[00:00:00] Dr. Andrew Toledo: But my first question to them is, do you envision having more than this one child if you get pregnant with this? Because if I transfer this embryo into you and you get pregnant, it's great. Two years down the road when you're ready to make baby number two. If we don't have embryos stored, you're not going to be as reproductively successful.

And that's the couple that will then do more what we call embryo banking, so that they're good now, but they also know when they come back for later, they've got embryo that's set at that age. So they may be 39, 40, but that embryo is 37. 

[00:00:35] Griffin Jones: Then, Dr. Toledo talks about how he leverages My Egg Bank.

[00:00:40] Dr. Andrew Toledo:Learning to meet the needs of the people out there that are utilizing the bank. Listening to them. If you take the people that run our egg bank, Deb Mecerod has been around, she is the clinical person that really listens to these couples and what they need and what they want and works with the various centers.

[00:01:04] Griffin Jones: Why do IVF patients go through treatment at one center, here they need donor egg, and then go to a different fertility doctor for that donor egg IVF treatment? It might come down to the answers that stem from asking one question. I talk with Dr. Andy Toledo. He's been doing IVF since 1985 and is now the CEO and one of the principal partners at Reproductive Biology Associates in Atlanta.

Dr. Toledo has seen hundreds of patients for donor egg and third party IVF who had already sought treatment at other centers. He uses a variation of one question about family building goals to counsel patients on donor egg, gestational carrier, etc., without ever having to feel like he's selling them. In addition to sharing his process for converting so many donor IVF patients and his personal story about IVF, Dr.

Toledo describes what the REI's job will look like after the automation revolution. He makes a case against the increasingly popular view of having patients do their testing prior to first visit. And he points out a market for embryo preservation that, if obvious to you, has been largely untapped in marketing to the public.

If you're doing a lot to grow your donor and third party programs, you might be missing some really effective practices that are a lot more simple to implement. Enjoy this conversation with Dr. Andy Toledo, CEO of RBA. 

[00:02:15] Announcer: Today's advertiser helped make the production and delivery of this episode possible for free to you, but the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the advertiser.

The advertiser does not have editorial control over the content of this episode, and the guest's appearance is not an endorsement of the advertiser. 

[00:02:36] Griffin Jones: Dr. Toledo, Andy, welcome to the Inside Reproductive Health podcast. Thank you for having me, Griffin. Great to be here. I'm told that there is a question that you ask patients, or maybe it's a series of questions.

What is that for the first time you see a patient, and how do you phrase it? Sure, 

[00:02:53] Dr. Andrew Toledo: a lot of times the question will be based on the history that I've taken from that patient or that couple. So for instance, if the couple are just coming in, doing a straight up infertility evaluation because they're not getting pregnant, then the questions would be, what have you done so far?

And what would you like to get accomplished? And do you have certain parameters which you will go to and not go to? For instance Some patients aren't going to do injectable medicine. Some patients aren't going to do IVF. Some patients aren't going to do any kind of donor or anything. That patient is the newbie or the new patient where you're just starting to know them.

Most of my patients, though, Griffith, have already done things. They've already been maybe to another center or they've already tried other treatments. So I'm getting them. At a different time, then that patient I can more directly say, you've done this, how do you feel about going to, let's say, egg donor treatment because your reproductive age and or your previous treatment with IVF has shown Poor results, or in the husband or partner, male partner's case, we haven't gotten good results with medications on you and your parameters are not very good.

Have you talked about, are you considering using anonymous or directed donor sperm? And then of course, if the couple have been through multiple failed treatments or the patient, the wife or female has issues with her uterus or with some kind of medical issue, Then the question is, how do you feel about using surrogacy as the mode to help y'all achieve a successful pregnancy?

It's a loaded question and it all starts with where have they been and what are they willing to do? 

[00:04:49] Griffin Jones: Why is it the case that you tend to see patients that have been through other treatments or other providers? Is it just because You've been doing this a while, and you've established a name for, here's the guy that we go to if we haven't had success elsewhere, or are there other things that you've built your practice that way?

[00:05:12] Dr. Andrew Toledo: That, what you just said is primarily the reason, because I've been doing this for almost 40 years, and I'm pretty established in the Atlanta metro and Georgia area, yes, and what I have noticed, especially of recent, is Not to get too far off subject, but most of the physicians that I started off with when I came to Atlanta in 1985 that would refer me patients have either retired or regrettably died.

Most of what I get now is by social media, word of mouth, and that's a very clear driver for me because those are patients who have had maybe failure in other clinics, centers, and they also know that I deal with the more difficult patient. That's a little older that has been told she wants, she should do something she doesn't want to do.

She'll come to me, they'll come to me as an alternative. 

[00:06:06] Griffin Jones: You said that you get their history in advance and take a look at that. Do you also have them do their labs and their tests in advance of meeting you? Do you, what's your view on that? Should it come before the first visit or should it come between the visit and follow up?

[00:06:21] Dr. Andrew Toledo: Usually I won't make them do tests before I see them. Usually I want to see what they've done, talk with them. Sometimes they've had recent tests that I don't want to repeat. And, of course, if I can get their records and review them beforehand, then I can give them some guidance. Before I see Jane Doe, let's repeat her AMH.

Let's get a day two, day three gonadotropin profile. Let's update her saline sodal Instagram. Or Jane Doe's partner, let's get his updated semen analysis. Rarely DNA integrity test because that's plus minus, but no, I'll usually get what I can, review, talk with the couple or the person. And then that sets the tone for what we're going to do next.

[00:07:07] Griffin Jones: I've heard some people say that they give the most value to patients when those patients have done tests ahead of time. You're seeing patients that have often gone through other courses of treatment. Why not have them do the tests ahead of time? 

[00:07:24] Dr. Andrew Toledo: Number one, I don't know if what they've done is recent, and they tend to not like to repeat things they've already done, especially if it's recent.

It tends to set them off, here we go again, especially if they've been through a lot of treatment. They tend to push back against that and feel like, for lack of a better term, I'm doing it just to generate income, generate more dollars in my pocket. The last thing I want to do, Griffin, is make couples or patients feel like I'm just trying to make more income off of what they've already suffered from.

So I tend to watch, certainly, if they haven't done anything recently, I help them to understand I think there's value to this. And even in some of the FDA testing, I know that some of the questions we're going to talk about today have to do with third party reproduction. Any IVF treatment requires Updated, what we call FDA labs, Federal Drug Administration requires updating the STD labs on a yearly basis.

Couples hate doing that, but we have to tell them, look, it's a requirement for our center. I don't want them to do other things. I know that sometimes we're going to have to repeat some of these things. I'm really after, what are you going to repeat for me? For instance, if they've never done day two, day three gonadotropin levels, there's value in that.

If they've never done a basal antral follicle count on day two or three with that lab, there's If they're reproductively more mature, i. e. older, then there's value to that. If their Mullerian Hormone level hasn't been done in over a year, there's value to that. And I will want them to try to get those things ahead of time if I can get them to.

But it's interesting how couples push back and patients push back. On a lot of these tests, when I've tried to do that, 

[00:09:12] Griffin Jones: there are those that paint a picture of the fertility center of the future where a patient might get all of their tests in advance. They might go through an online learning module and do all their informed consents.

They might see an advanced practice provider on the first visit. They might, any ultrasound they have is done by an ultrasound tech aided by artificial intelligence. Many of these different solutions we have in the market right now haven't quite come together in that ecosystem and in that world they paint the picture of the REI as someone who sees the complicated cases of people that haven't been able to get pregnant by doing other courses of treatment already.

Is the practice that you have. Today, what the practice of a fertility doctor, the average fertility doctor, might be in some years time? 

[00:10:12] Dr. Andrew Toledo: No I, we're definitely moving to a much more AI driven, patient, getting through a lot of the testing ahead of time, and as many of the mid level providers doing a lot of the legwork front end so that by the time someone like me gets it, we've already laid out, okay, here's where we're going.

And that's an efficiency model that says, we're going to move you very quickly to a Some aspect, usually, of IVF because, let's be honest, that is the most efficient and successful way to get most people to, to pregnancy. Now, it may be, ideally, it's usually the patient wants to use her own oocytes, her own eggs, and if she's got a male partner, his sperm, but in some cases, the patients that I've gotten have already been through multiple cycles, have had poor results.

And their best bet is to move to anonymous or directed egg donation, where we're already established, okay, you got to do this. Or in some cases, they've had multiple miscarriages or some kind of damage to the uterus, or they have some kind of medical complication that says to them, okay, we need to move to a surrogate.

And lastly, some of these patients have been genetically tested, because you know we're doing a lot of that now. And they need to have genetic testing of the embryos because they're carrying a a molecular defect like a cystic fibrosis mutation or spinal muscular atrophies. They're coming to me saying, I need to do genetic IVF with genetic testing to avoid having a child with one of these very significant abnormalities.

But to get back to your question, I think in the next couple of years, not too long from now, that's what we'll be doing. Now, again, I'm old school. I've been doing this for a long time. I still like the sit down, sit the person and that person in front of me right there in those seats. Although we do a lot of telemedicine post pandemic, but there's to me still nothing like that because it lends itself a level of person, of a personalness where when you do what you just described, there's not much attachment that I think the couple feels or the patient feels to the process.

And to me, I'm getting a lot of the patients that have felt that way. They're coming to me because they know that I'm somebody that likes to engage in the couple, and the person, and the patient, and take a more personal view. And I'm not saying mine's the right way. It works for a lot of patients but for the patient that's very boom, I just give them the answers.

I don't need a lot of hand holding. I don't need a lot of extra. I just want to get through the process. What you described is perfect, and I think we'll get there for the majority of patients. 

[00:12:57] Griffin Jones: And I don't think the boom replaces what you do. I think the boom replaces the several hundred thousand, millions of patients in North America that don't get treatment right now because it's not cost effective, it isn't accessible.

And I think there is a space for the personalness that you've described, especially For the populations that you're seeing, when you're seeing patient populations with so much past, are you able to talk about the future beyond just the next child, the next six months? Do you ask them at that point how many children they want to have total?

What they want their family to look like? At the end of the day, 

[00:13:41] Dr. Andrew Toledo: yeah, and it's especially important, two scenarios. Let's say I've got a younger couple or a younger patient, but a younger couple who unfortunately she's gone through premature ovarian failure or somehow lost her reproductive ovarian function early in her 30s.

And this couple are going to want more than one child, usually at least two. If that patient's going to go through, let's say, anonymous or non directed egg donor where they're going to choose an anonymous egg donor source, that's the couple when we talk we're talking about, okay, let's take MyEggBank, which I know you know about, has this source of eggs.

That's where I get most of my egg donor sources from. In the MyEggBank system, there's usually only the eggs are frozen as opposed to fresh eggs. And they're frozen in usually lots of six to eight. That works well when we're trying to get one. But in this couple, she and he are going to need maybe more than that.

So that's a push, the couple that I'm going to say, look, you're probably going to, if you want to keep the same egg donor source to keep genetics the same, then we need to make more embryo creation from this process, which means maybe we're taking an egg donor out of my egg, And she's going to run through a fresh cycle and you're going to, the patient doesn't need 30 or 40 eggs, but maybe she's going to need 12 to 18 instead of a lot of 6 to 8.

That's how we'll handle it. Whereas, let's say a patient comes in and now she's in her 40s, remarried, maybe never had kids, married late. Maybe the new partner has kids from a previous marriage. Maybe he doesn't, but they usually are looking at one. They know that because of age and just general time, they're probably going to want to go with one.

And so I try to feel that or tease that out when we're talking. And don't get me wrong. It doesn't mean that some of the older female patients aren't going to want to have two, but on, on average, I'm asking. What do you see your family size as? And most of the time, if the couple have never had a child, they're going to want at least two, sometimes more, but, and if they're older or, maybe there are kids on one side of the family, they're really shooting for just one.

[00:16:06] Griffin Jones: You talked about how the answer to that question can affect how you counsel patients on egg or sperm donation. How does it affect? Your approach to gestational carriers, if they're planning for multiple children and need a gestational carrier. 

[00:16:23] Dr. Andrew Toledo: And that's interesting. I thought about that question today because I currently, I talked with one of my patients today, and they have an ongoing pregnancy with the carrier.

And they have They're in the process of making more embryos with their own gametes. And they've already elicited a discussion with the carrier that when she's had the child, she's going to stay with them and do it again for them. But here's the problem, Griffin, with most gestational carrier situations.

As most gestational carriers are coming out of agencies, now some are not. Some are finding each other, the carrier and the intended pair. They are finding each other through the internet separately, but most carriers are working through agencies. So when the carrier has had the child, she tends to go back to the agency if she wants to continue to attempt pregnancy via this route.

And she may get tied up in another couple. What I try to do is I tell couples that are going to do this, Alright, talk with your carrier. They've usually established a pretty good relationship. In fact, I think that's one of the most important things to a gestational carrier, intended parent relationship is, Do you have a good relationship with this person?

Then you talk with them. I have them talk with the carrier. Not me talking to them. I'm going to take care of the carrier and the couple, but I can't tell the carrier, Hey, I want you to stick around and do this again for Jane Doe and her husband or partner. So it's usually done vis a vis the couple's talking to the carrier who then agrees, Yeah, I'll stick around and do this again for you.

And that's just a relationship kind of model. 

[00:18:08] Griffin Jones: Is there ever a sort of advance payment or a letter of intent to try to secure a gestational carrier's availability ahead of time? 

[00:18:20] Dr. Andrew Toledo: I don't think so, not to my knowledge. Now, let me be clear on how we work this. When we're dealing with these situations, of course there's a lot of, this is real third party.

Because This is where the FDA really steps in and says you have better dotted I's and crossed T's. All the appropriate labs have to be done. So when I tell couples that are doing this is here are the requirements. The FDA has a bunch of requirements that say that we've done everything to the gametes, the sperm egg embryo to protect the carrier, the gestational carrier from getting any kind of infectious disease or any kind of damage that could occur from this.

Because in essence, the FDA looks at this process like an organ donation. And so back in 2005, all of these New criteria got created by the FDA. And it's painful. That's one thing. Then, of course, they have to go through a psychological evaluation to make sure everyone's okay. They have to sign legal contracts.

We don't. And in the legal contracts is usually where the money is for who. And I stay out of it. We stay out of it. Our job is to make sure there is a legal contract to protect both the carrier and the surrogate. And there's psychological evaluations done that says, It's a lot crazier than anybody else in this world today.

It's a lot of crazy going on out there, particularly politically. And I won't get into that, but, make sure everyone's okay. And then it's, all right, let's make sure we're using the right protocol. And are you thinking about doing this again? If you want Nancy Smith here, the surrogate, to do this again, you should be talking.

They may create some kind of monetary or binding piece of paper, but we're not privy to it. 

[00:20:02] Griffin Jones: I didn't ask you about fresh versus frozen during these considerations. Does the number of children that they're anticipating, given their current state, affect how you counsel on fresh versus frozen? 

[00:20:13] Dr. Andrew Toledo: Especially if you're using egg donor.

If a couple are going to use their own eggs, or you're going to use a patient's eggs, IVF cycle on her, and there will be more. And you're going to just freeze the embryos because obviously you have to create embryos but for now and for when the carrier is going to come back and do this again for the couple.

When you're doing egg donor, as we talked about earlier, there's a situation where the couple envision having more than one child and they're also going to want to use the same surrogate if they can get her to do it again. You're going to do a fresh or some component of a fresh cycle in the egg donor so that you create more than maybe one.

What we have created via the MyEggBank system is, we know that if we use six eggs and fertilize them, partner spur, or donor spur, there's, if this is a single woman going through, or if the husband partner doesn't have his own spur ability, We know that out of that six, we're usually 70, 80 percent of the time, we're going to get one child from that.

But we may not have enough embryos left over, created baby number two. So in that situation, we're usually going to recommend a FRETCH cycle where the egg donor, in this case, anonymously, is going through. What she normally would do, but she'll get more of an allocation of those eggs. Say for instance, in the standard MyEggBank creation of eggs for use in the bank.

If, let's say, the egg donor produces just to keep it simple for Matt, 18 eggs, we'll have three lots of six, usually, in that. That means three different couples get to use those eggs at some point. Yeah. The donor, if the intended couple want more than one child, either she's going to buy more eggs of that lot, maybe she buys two lots instead of one lot.

Or, ideally, we'll take that same donor that they like, and we'll run that donor, or my egg bank will run that donor through a fresh cycle. And that patient, that couple will get a greater cohort, like 12 of the 18 eggs fresh. So fresh is good, especially when you're dealing with a couple like you're talking about, want more than one child.

Down, now, future, same thing with embryo preservation. This couple are doing embryo preservation or want to preserve or the patient comes in and says, my partner and I, we're not ready to have kids, but we really want to have kids down the road. And we know that when I'm 39, 40, I'm 35 now, but when we're ready to have kids at 39, 40, it's going to be more difficult.

They've already learned that or I've told them that. Then they're going to do embryo creation. Even before we put embryos back into uterus, and so there you're going to be doing some embryo creation using a fresh egg situation. 

[00:23:22] Griffin Jones: That's interesting because we don't talk about that a lot. We talk about egg freezing, but we, and for single women who want to defer for career reasons or finding a partner, we often don't talk about embryo preservation for couples who are partnered already.

They're just not ready to have children. How common is that? Is it becoming more common? Is it still a very small percentage of who you're seeing? 

[00:23:48] Dr. Andrew Toledo: Yeah, I think it's still small. It's certainly less than 10 percent of what I do, but I think, Griffin, it's starting to become more common. I'm seeing an upward trend in that because number one, women are much more aware of their future fertility or their liability and waiting longer.

They have now been taught by their OBGYNs, by people like you in the media that Make them aware of just data that says, Hey, you're, you, if you wait until this age, you're going to have a much lower chance of achieving success. So yes, we're seeing that. And a lot of couples as you are marrying later, they're getting through their careers.

They've already figured out, Hey, we should be front end on this, create the embryos so that when we're ready, we're not worried about process. 

[00:24:40] Griffin Jones: When you do see it, is it often that they're waiting for child number one, or they're coming to you for child number one, and you're educating them on embryo preservation for childs two and three, because without embryo preservation, there likely won't be a child two and three.

[00:24:56] Dr. Andrew Toledo: Both scenarios. I've seen couples come in, And they have not had any kids and they don't want to have kids yet because they're traveling in their jobs or they just got married. They want to have, they want to have a, they want to have a non kid or non children time their relationship before they settle into taking care of a family.

So I see that and we'll do embryo creation and in that situation, or the couple are coming in and they want to have a child now. But here's a scenario maybe you've alluded to, she's 37, so she's towards the end of the reproductive success zone, and they're getting ready to do IVF, or they've done IVF, and we've got a normal embryo, maybe just one.

But my first question to them is, do you envision having more than this one child if you get pregnant with this? Because if I transfer this embryo into you And you get pregnant. It's great. Two years down the road, when you're ready to make baby number two, if we don't have embryos stored, you're not going to be as reproductively successful.

And that's the couple that will then do More what we call embryo banking so that they're good now, but they also know when they come back for later, they've got embryo that's set at that age. So they may be 39, 40, but that embryo is 37 or the age of the egg is 37. 

[00:26:26] Griffin Jones: When I hear people ask, how do we increase our donor egg IVF volume or donor sperm IVF volume or our gestational carrier, third party volume?

I think a lot of those answers are based in the longer term planning, the thinking ahead that you're describing. I don't know how many people are doing that. I think many people are often concerned with the cycle in front of them. How do you balance the cycle that's in front of you right now while still making sure that they're thinking about that?

Because if they are at that 38 and if I transfer this one embryo, you'll have this one baby, Hey, but you also want them thinking so that they have opportunities that doors don't close. How do you weave those two together? 

[00:27:10] Dr. Andrew Toledo: It's straight up talk. It's without being pushy. And I think to me, that's where we have to be careful as good doctors that we're not trying to sell.

The last thing I ever want my couples or my patients to feel like is I'm trying to sell them. I will flatly tell them, what is your vision of what the size of your family? Do you envision having more than this one child that you're here for talking to me about helping you with? And if the answer to that is yes, I'll say, here's what we're going to do, but if we don't have more than what we need, then When you come back again, there'll be more of an issue.

Now, that's fine, and we can do whatever, but there is some benefit of creating more potential now because it's more favorable. We'll get more potential success, 35, 37 year old embryos, or eggs from embryos created from that age patient than when you come back at age 40. And they get it. They do get it. Now, if they're not interested, then okay, I've done my job, and it's the same thing when they ignore it.

I will have patients come in who've been through other centers, patients, I can't, I will tell you that I see now a huge number of patients who come to me and they're in their 40s. I am that doctor, fortunately, unfortunately, however you want to call it, that gets that patient and they've been told by other centers, you need to do egg donor.

Your chances of achieving pregnancy with your embryo, with your eggs is less than 2%. That's the true statistic. http: TheBusinessProfessor. com And what I will tell them is that is true, but if it's important for you to try, I'm not looking at my statistics as the reason we don't do this. We're going to try, and if I've been honest with you, and you know that I'll try some other things or some alternative protocols, as long as you know I'm not trying to sell you land in the Everglades.

I'm not, I can always go to sleep at night, Griffin, if I've been honest with couples or with patients. If I've tried to Selum snake oil, that's not going to make me sleep well at night. But I see more and more of that all the time, where a patient will come in and she says, I know I don't have much of a chance here, and I'm willing at some point to do EGDAR.

And look, I'll be real personal with you. I don't mind being personal, everybody knows my, maybe you don't know my story. You can see if you're looking around my office, I've got pictures of kids here. I have three kids from a first marriage that I had when my ex wife and I were in our late 20s. You know what?

I don't mind. It works well. And back then, that many years ago, that was the Tennessee. People had their kids earlier, but divorce, kids go off to college, meet my now wife, who's the love of my life. She's older. She knows I've been, I've had a vasectomy. I'm just being very blunt and truthful. And she says to me, when we start dating, if you're not interested in having kids, Don't waste my time, because although I'm older reproductively, and I won't tell you her age or she'll shoot me, but she basically said, this is what I'm going to try.

And I tell her as a reproductive endocrinologist, honey, there's a chance we may have to consider egg donor here because of your age, and she said, no, we're going to try this. We were fortunate. Now, it took us five cycles to do it, and every time she had a procedure, I had to be our wonderful urologist, Dr.

Witt. And I had to do testicular aspiration on me. We were both going through it, but the point is, when we started the fifth one, I told her, I said, we can't keep doing this. And she said, let me do it this one more time. And then I'm ready to do egg donor. Now thankfully it worked, and that's how I have my two girls from this wonderful marriage.

The point is, she had to work through a progression of, hell no, no way am I going to do that, to okay, now I'm ready. And that's what a lot. of women that I see feel like, I know that this will work for me and it makes sense from a statistical success rate, I just emotionally am not there. So for that patient, even though I know we're dealing with lesser numbers, it's important for them to try.

And of course, we're I'm going to do, as long as we're not doing anything illegal or unsafe, I don't have a problem with a patient trying that, as long as, at the end of the day, if it doesn't work, she knows, okay, we talked about this, and now I'm ready to do that. But I do think that as we progress, and as you mentioned even earlier in this interview, I do think that a lot of the couples coming out now are much more cut and dry.

I see, are much more willing to take on some of these things that we're talking about without as much of the emotionality to it. 

[00:31:57] Griffin Jones: How do you leverage my egg bank? I'm more interested in you as a physician at RBA, as a client than I am You, as one of the founders of My Egg Bank, you started it for a reason with your colleagues.

So that must have meant you wanted something specific from it. How do you use it? 

[00:32:16] Dr. Andrew Toledo: Let's take the history of My Egg Bank. My Egg Bank started because we, along with some other pioneers, figured out how to freeze eggs, right?

Egg freezing was terrible. You'd freeze eggs and maybe only 10 percent of the eggs would survive when you thawed them. Once we figured out, once my brilliant embryologist, Peter Nagy, figured out, along with some others, how to do this, how to do this vitrification process that now everybody does, we, as we were using this technology, my colleague, Nagy and said, you know what, I think we can make an egg bake here because we've got this technology and it's working.

The first iterations of this were just using frozen eggs and making sure that we were getting some pregnancies. Now, it's very, we've blown into this, blown up into this huge egg bank that's national, even international, because we get the egg donors coming from other parts of the world. And it's so great that I can tell a couple or a patient, look, you have multiple ways to use this egg bank.

You can use it standard, just a set of six eggs. Husband, partner, sperm donor, and we do it. Everything else we've talked about, which is, hey, we need to maybe pick more than one lot, or maybe we need to do a fresh cycle. All of those things can be done, and I don't have to sell the egg bank. I know it's there.

Again, that's the advantage of having an egg bank. In my practice, it's said, and again, there, there are other places that do some of this work. I think, I'm biased, I think we do it better than most because we were the originals. What do you 

[00:33:58] Griffin Jones: think the big differentiator is in egg banks today? Again, putting your physician hat on rather than your egg bank operator hat on.

What do you think the differentiator is today? Tactics in vitrification have caught up. Now what makes this difference? 

[00:34:14] Dr. Andrew Toledo: It gets being able to meet the needs of the people that need to use the bait, right? You have to be flexible and willing to say, no, we're just going to do this. This is the way we're going to do it.

For instance, some patients just want standard, just make me an embryo from this. And some people want, like I said, more opportunity to make more than one embryo. Some people want to genetically test the embryos. Theoretically, there's not as much benefit to genetically testing the embryos because these egg donors are all in their 20s.

The chances that the embryos created are going to be chromosomally abnormal are very low. But again, you can do that in this bag. I think the answer to that is learning to meet the needs of the people out there that are utilizing the Listen to me. If you take the people that run our egg bank, and I know maybe at some point you've interviewed Deb Messerad, but Deb Messerad has been around, she started here at RBA in, what, 97, and she's watched lots of centers develop, she's the clinical person that, that really listens to these couples and what they need and what they want and works with the various centers, including RBA, to say, we should be doing this.

I think it's a long answer, but the short answer is learning to listen to what people want and then finding a way to make the egg bank do that. Most of the time we can do that. 

[00:35:43] Griffin Jones: Is accommodating providers a part of that? What are some things that you, Dr. Toledo, needs that you have to have your egg bank accommodate you or it's not going to work?

[00:35:54] Dr. Andrew Toledo: The very first thing that I need, that everybody needs, is some variety. And some, clearly, even today. There's a greater need than there is supply. And that's because these young women that are considering egg donation or being egg donors know that they can go to multiple centers. And who's going to give me the best price?

They're capitalists, right? This isn't Europe or Spain where, women do it because they're compassionate and they want to be altruistic. No. These women are being courted for their qualities. One of the first things that I love about my egg because that we're very We're not good at going out there and finding these good donors.

And so for me as a provider who needs the egg bank, I'm saying, give me some individual. I need an Asian donor. I need an Indian Asian donor. I need something other than that because those are hard to find. We're not trying to find Ivy League scores perfect, that, we're not doing that. But we are trying to find very high quality.

Young ladies who are also committed to helping couples. So my ask to the egg bank is, find me the best donors, find me variety, or find me enough eggs for my couple that I can do this. And are they local? Are they going to be through the donors we find at RVA? Are they going to be at one of our satellite centers like NYU or Orlando?

Just find me that. And then it's, I need more than just this bunch, this little batch of six. To me, that's what I'm asking. I know my, I know the quality of these donors is going to be excellent because I know the people that are screening. So I know that, and that's what I tell couples all the time is, hey, you're going to get, you don't have to worry that donor X has not been vetted to the max.

She has been screened medically, psychologically, genetically, STD, drug, you name it. She's been screened. Those are my things, but I have to say the biggest problem I still have, Griffin, is Access, because patients will look at what we have and say, I don't see enough of what I'm looking for that looks like me or that I'm looking for in, in what this donor should be.

And then all I can say is, okay, keep looking because we're constantly replenishing. And I don't want it to sound like it's some meat market here. No, it's very base, it's based on good medicine. And just so you know, and again, this is the, my egg bank side that I'm putting on my head. When we. Take care of egg donors.

Let's say the donors that we take care of here at RVA, because those are the ones we're dealing with. We absolutely take care of those donors. We make sure that they understand, Hey, you're a patient in this practice. We're going to take care of you. If you have any issues, complications, we're going to take care of you.

We have a little program in the egg bank where if a donor does a certain number of collections, every certain number, we're going to put eggs away frozen for her. If, God forbid, she has an issue down the line, she's got fallback, because she was so good to help us with that. But to get back to your question, as the provider, I want lots of choice for my couple.

I want easy access to those eggs. If they're not here at RBA, how do I get them from whatever center to here? Do we have to send partner sperm to that center to do embryo creation? I want a lot of creativity. And what I really want, is I want high quality embryos that are going to lead to pregnancy.

Because if you create high quality grade A blast embryos, even if they haven't been genetically tested, we're going to see that 70 80 percent pregnancy rate. And then you want more embryos if that couple envision more than one child down the road. So all of those things have to be addressed. But in the end, it gets back to the very first question you asked me, which is, you have and this is where I think we have to be careful, because some of the new technologies may cut out some of the questions that you're asking me that I would ask the couple or the patient.

And that's where we don't want to go. We want to make sure that in the end, we got a, I've got a good handle on what Jane Doe and her partner herself wants. And I don't think you can sometimes get that with all these efficiencies that we're creating. That's my advice. 

[00:40:19] Griffin Jones: It's a tempering word of caution as we embrace into the benefits of technology that there are those human factors that we have to consider. Dr. Andy Toledo, it sounds like you built a heck of a practice there, especially with donor egg IVF and third party. Thank you so much for sharing a lot of what you do with our audience.

[00:40:39] Dr. Andrew Toledo: Thank you for having me, Griffin.

[00:40:41] Griffin Jones:Wait, what was that Dr. Toledo said about how he leverages My Egg Bank?

[00:40:45] Dr. Andrew Toledo: Learning to meet the needs of the people out there that are utilizing the bank, listening. If you take the people that run our egg bank, Deb Mecerod has been around, she is the clinical person that, that really listens to these couples and what they need and what they want and works with the various centers. 

[00:41:04] Announcer: Today's advertiser helped make the production and delivery of this episode possible for free to you. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health nor of the advertiser. The advertiser does not have editorial control over the content of this episode and the guest's appearance is not an endorsement of the advertiser. Thank you for listening to Inside Reproductive Health.

 
 

237 Three Independent Female REIs vs Private Equity with Dr. Crystal Chan

Today’s Advertiser helped make the production and delivery of this episode possible. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the Advertiser. The Advertiser does not have editorial control over the content of this episode, nor does the Advertiser's sponsorship constitute an endorsement of the guest or their organization. The guest's appearance is not an endorsement of the Advertiser.


How the heck can independent REIs compete against private equity giants in the fierce bidding war for fertility clinics?

Dr. Crystal Chan, Co-Owner of Markham Fertility, explains how, shedding light on the competitive landscape of reproductive medicine and female entrepreneurship.

Key Takeaways this episode:

  • How she found her two business partners

  • The decision-making authority often lacking in academic REIs (Motivating her shift to private practice)

  • Her journey of female entrepreneurship (The unique challenges she’s had to overcome)

  • The disparities in fertility care access (How Markham Fertility plans to increase accessibility)

  • A peek into the private equity-owned market vs. the independently owned market (And the implications for patient care)

  • Why REIs owning equity is crucial for practice sustainability and patient-centered care.

Get your FREE list of over 450 independent fertility practices across the USA by clicking on the link below. Brought to you by MidCap Advisors.

Get Practice List


Transcript

[00:00:00] Dr. Crystal Chan: When you own equity, you're afraid and fear makes you work harder. So it's at every layer. So I used to have incentive when I worked at an epidemic site. And I'll give you an example. So let's say in that world, if a patient complained to me, Hey, Dr. Chan, I didn't like this about your clinic, even though I had incentive, I didn't have an ability to really.

Significantly make change in the institution. So I would say something along the lines of, I'm so sorry that was your experience. I'm gonna, take this feedback, send this feedback up the chain. And most of the time I felt like nothing would really happen. Versus when you own or co own a clinic, when a patient complains about something, I jump on it. I say, what was the issue? Who was the issue? I'm sorry you had that experience. I will change it. 

[00:00:46] Griffin Jones: How many independent fertility practices are there now? Thanks to support from MidCap Advisors, Inside Reproductive Health has done the work and compiled a list of over 450 fertility clinics across the USA indicating if they're independently owned, part of a fertility network, if so which, or part of an academic system View the full list by visiting:

⁠https://www.insidereproductivehealth.com/unitedstatesfertilitypracticeownershiplist2024

[00:01:31] Griffin Jones:How in the blue heck do three young female REIs compete against the private equity giants in this bidding war going on for fertility clinics? To outdo them and acquire a fertility clinic of their own. Dr. Crystal Chan explains how. She explains how she found her two partners. She explains what decision making authority academic REIs often lack and what particularly pushed her away from academics and into private practice. She shares her thoughts on female entrepreneurship, the disparity that she and her partners decided to tackle, and the challenges they faced in doing so. She talks about the private equity owned market versus the independently owned market. She talks about their vision for increasing access to care.

Hear what she has to say about remaining independently owned, and why it's so important that REIs own equity, and why owning equity is more effective than other types of incentives. I love it when audience members have hot takes and then become guests on the podcast. I hope that's you, and I hope you enjoy this conversation with Dr. Crystal Chan.

[00:02:30] Announcer:Today's advertiser helped make the production and delivery of this episode possible for free to you. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the advertiser. The advertiser does not have editorial control over the content of this episode, and the guest's appearance is not an endorsement of the advertiser.

[00:02:50] Griffin Jones: Dr. Chan, Crystal, welcome to the Inside Reproductive Health Podcast. 

[00:02:54] Dr. Crystal Chan: Thank you. Thanks for the invite, Griffin. I'm a huge fan of your show. I listen to it on my drive to work every day. It gets me, inspired and ready to take on the day. So it's a real honor to be here and I'm excited to hear my own voice, on my drive to work one day.

[00:03:08] Griffin Jones: That is very kind of you. I appreciate when people in the audience become guests on this show and we have a few mutual friends, Dr. Nat being one of them, but we but I don't know a lot about you and I'm going to change that today. I know just a little bit about you and that you are an anomaly in this millennial REI world of purchasing a, an existing fertility practice independently owned by physicians there's very few that have done that in the U.S. and perhaps even fewer in Canada in recent years, and so I want to understand what's going on. What happened even prior to asking why? Your practice is Markham Fertility Center, and for those that aren't familiar with Markham, that's I guess now you would call it a first ring suburb since Toronto aided suburbs 25 years ago, so Markham is like a very large suburb. First ring suburb of the fifth or sixth largest metro in the continent and there was a practice there. You are now one of the owners. How did that happen? 

[00:04:18] Dr. Crystal Chan: Yeah, so that, that goes back to the, our origin story is the Modern Markham Fertility Center, MFC. So I personally started my career in academia. I was at Mount Sinai Hospital in Toronto in the core of Toronto as a clinician investigator and an academic REI or RE. So that, that had been my dream and I thought that I would live and die for that job. I, when I signed on as an academic RE, I never thought I would leave. All my mentors who I love dearly still work there and I did my fellowships there and I stayed on for a job.

So in total, I was probably at this academic facility for six to seven years as an attending, eight to nine years if you include fellowships. About five years in, I started to feel this itch, the five year itch, which is to leave and go private. And I think it started with this very simple notion of wanting more control over myself and my environment.

You hear that a lot from people that leave. There were a few triggers firstly is the idea of being your own boss. I think a lot of us naively go into medicine thinking, this is a job you do to be your own boss. And the greatest irony is that in academia, you discover very quickly that not only are you not your own boss, you actually don't only have one boss, you have many bosses, and lots of bosses that you are accountable to, for research, for committees.

Teaching. And I feel guilty a bit saying this because these mentors and the bosses I had I still very much, respect them and were mentored by them. But there's always this feeling of like publish or perish, do the teaching, do the committees and feeling of you're never doing enough. And so it got a little bit tiring and some of these tasks weren't bringing me that much joy so that there was this desire to go be my own boss. The second thing was COVID. I think that COVID illuminated a lot of cracks in the system. And COVID coincided with the entry of PE into the fertility space in Canada.

So COVID made me realize just how little control I had over my work environment. And I'll give you an example. So I was the lead physician at a satellite clinic of this academic practice. And I guess the hospital wanted to close down my site. Because of COVID to save money and fine. That's obviously a very smart business decision and now as a business owner, I probably have to do the same thing, but I wasn't consulted as the person that was the lead physician at the site, as the person that kind of built The site and the referral base and all that.

[00:06:50] Griffin Jones: So just timing wise, was this like at the height of the this is in March of 2020, or is this more like after 2021, something like that? 

[00:06:58] Dr. Crystal Chan: This was the summer of 2020. Summer of 2020. 

[00:07:01] Griffin Jones: Okay. 

[00:07:01] Dr. Crystal Chan: I only knew the site was done when they had packed up all my stuff in a box and say, hey, someone closed your office.

[00:07:08] Griffin Jones: And this was not a hiatus because of the pandemic. It was the office is closed. 

[00:07:12] Dr. Crystal Chan: It was after the hiatus, because of COVID, and an intentional decision of the business to close the office without consulting. 

[00:07:20] Griffin Jones: But the idea was that it was not coming back online.

[00:07:23] Dr. Crystal Chan: It was not coming back online. It hasn't come back online. It wasn't viable, I was just looking for an alternative. Where could I care for my patients, do the research at the pace I wanted to, and have some say over operations? And I wouldn't leave that cushy, secure, stable academic job in my mind to be an associate of a private clinic, particularly I was a little afraid of the reputation of PE backed clinics or networks, as I was just, I think physicians are raised to be wary Of big corporations and the prioritization of profits over patients, there was this fear of mine that if I joined as an associate somewhere PE backed, that I would be forced to see a certain number of patients at a certain frequency, that I would be incentivized or asked to, convert a certain number of patients to IVF, and then in my mind, that environment would be worse than academia.

So I knew my next step had to be MD owner of either a de novo clinic or what I like to call a turnkey clinic, which is what we are. And I knew from the type of person I am, I'm social and gregarious, I'm a bit of a socialist, that I couldn't be a sole proprietor. It's just not my style. I like to have friends and I like to trauma bond with friends, so I knew that I had to, go into a group partnership with other doctors and I had to find them.

So you know, Eduardo Harrington, who I'm sure we both adore. He did the podcast with you, many podcasts, and he talked about when you're looking for a practice, what to pick. And he said, try to pick a rocket ship going to the moon, not like the sinking Titanic, right? So you want a proven business, good track record of projections of success in this crazy marketplace.

So then I have to find the perfect partners, entrepreneurial REs to partner with me, find a turnkey rocket ship clinic. So easy, right? Really easy. And the other problem, as you know from, In the province of Ontario, there's a publicly funded IVF system, and only existing brick and mortar clinics get funding. If you build a de novo clinic, you can't get access to that funding as it currently stands. So we also have to find work. Add 

[00:09:22] Griffin Jones: that to item 93 of how confusing the Ontario funding for IVF is. 

[00:09:29] Dr. Crystal Chan: Exactly. So I had to find this perfect storm, and I think what I realized in life is it's better to be lucky than good.

And quite literally at that point, Merck and Fertility and my amazing partners, Dr. Mavis Garcia and Dr. Marta Wise fell into my lap. So the story was that MFC had been around for about 30 years. It, by volume, it's, in the country, it's probably the 10th or 11th biggest IVF clinic. It's the northernmost IVF clinic and lab in the greater Toronto area, in this metropolitan Toronto area.

So it has access to all the north smaller towns. It was started by Dr. Mike Vero, who was this larger than life character who had a waiting list of a year. Like one of these guys with the guru status, right? Cult following of nations. He started MFC as a sole proprietor and hired Dr. Garcia, Dr. Wais as his associates. Check them out on their podcast called My Fertility Podcast. So these women are influencers, they're superstars, and just incredible physicians. Lucky to work with them. 

[00:10:22] Griffin Jones: And so they were already working with Dr. Vero.

[00:10:24] Dr. Crystal Chan: They were exactly. Five years ago, they were trucking along, amazing business, and they thought naively before PE came in that one day if they worked hard enough, Dr.

Vera would be like, hey guys, I'm retiring. Here's the business. Peace out. I bestow you my business. But of course, that didn't happen. And what actually happened was his desire to retire that came around COVID time, he intersected with a feeding frenzy of PE acquiring Canadian clinics. He got multiple PE backed offers for MFC, and he was ready to retire.

So at the end of 2020, he came to Dr. Garcia and said, look, I'm sorry. I know you wanted to take over. I know you were preparing to take over. She was assistant medical director for years. But look, I got these insane PE backed offers and I'm sore. So at that point, Dr. Garcia, the phenomenal woman that she is, said, just give me one chance. And he's no way, doc, associates can't buy clinics at this level. You're, this is a different playing field. But he conceded and he let her tell, or they told Dr. Wais. 

[00:11:31] Griffin Jones: So was Dr. Garcia a partner at that time? Did she own equity in the practice? Neither Dr. Garcia nor Dr. Weiss owned any equity. Dr. Vera was 100 percent equity partner. 

[00:11:42] Dr. Crystal Chan: There were naysayers. So at the time, we were already aware of the multipliers that were involved and no independent physicians in Canada, to my knowledge, had ever acquired a clinic at those levels. And we had been brainwashed with that notion that it's impossible.

PE has too much money and leverage. They knew from the books that It was actually not that big a risk. The numbers made sense. The people made sense. The clinic made sense. The goodwill, the referral base, the public funding. And they approached me. This is the good thing about having friends. So we were friends.

So they approached me. I was not quite mid career, in that cusp of mid career with a good referral base myself and a good reputation. And the three of us women are immigrants, our first generation immigrants with just so much grit and like sheer will. That we just knew we could do it.

We were a bit scared, but we knew we could do it. So we bet on ourselves and found a bank that liked the numbers and shared the vision and we acquired the business. And no looking back. We just bet on ourselves and guaranteed the business to ourselves and now this is, here we are with the new MFC.

[00:12:46] Griffin Jones: So are the investment banks the same as the commercial banks in Canada for this purpose? You've got RBC, you've got Bank of Montreal, you've got Scotiabank. There's only a handful of options on the commercial side in Canada, generally speaking, isn't it? And so is there only, is there also only a handful of options? For did you go through a commercial bank or did you go through an investment bank? 

[00:13:08] Dr. Crystal Chan: We went through one of the big four commercial banks amazing, Scotiabank. We we have a banker there that is like a friend, an ally, and he and his team really saw the vision. There were other commercial banks that declined, but we found a, a banker and a bank that really saw the potential.

[00:13:28] Griffin Jones: I can't help but think about this, Chris, when you mentioned this, going into the interview, you mentioned that, you all had found a way to compete with the multiples that other clinics were, or excuse me, that other firms were paying for clinics. And I thought why would a multiple be so high for a single doc practice? And it's almost there's, Dr. Vero couldn't have gotten a multiple like that without having Dr. Garcia and Dr. Weiss work for him. So it's almost like, in that part it worked against you a little bit, didn't it? 

[00:14:00] Dr. Crystal Chan: So I obviously can't disclose the amount that we acquired the clinic for, you know as well as I do, it's not always about dollars and cents when you negotiate a deal, it's also what value you bring. We gave Dr. Vero huge value. He would have to pay his dues for, what, three to five years if he had sold to a PE backed network or a firm. He didn't have to do that with us. He worked three to six months. We were confident we had volumes and the trajectory that we would be okay once he left. I remember his last day, he wore bicycle shorts or, sorry, basketball shorts. And then he just peaced out. And it was a nice transition for him, I think. There were obviously, there's always, when you're negotiating such a big deal, there's tension. But I do think, I guess you could interview him, but I think it gave him that freedom. We also took care of his staff, his legacy, his patients.

He really cared about his patients and his staff. And that's the big thing. I think a lot of people that sell to PE they, they worry more about the succession, so we gave them other than just dollars and cents. And, I'm not going to get into details of the multiplier and this and that, but we gave them other type of value.

And I would say on an emotional level, Griffin, I, that's a good interpretation but I would say a good business is a good business and the numbers make sense and they still make sense and we're doing better than any projections. And so to have the opportunity. To have an established clinic, established personnel, very minimal turnover, public funding, reputation, geographic positioning in this metropolitan area, all those things, to me, have been more than worth the price. It's the best decision I've ever made. 

[00:15:43] Griffin Jones: I did not know Dr., I do not know Dr. Vero, I know of him and I knew of him, and I believe when I first became acquainted with him, he was a solo practitioner. Was he a solo practitioner prior to Dr. Garcia? 

[00:16:00] Dr. Crystal Chan: Yeah, he, lone wolf kind of guy, he's from the generation of sole proprietors.

I think that it's, I'm not sure of that. That era is gone, but yes, he was a sole proprietor from beginning to end. He had several iterations of MFC, starting at a smaller location for a smaller lab, and then finally, expanded to this whatever 10, 000 square feet or whatever it is that we have in the medical building now. But he was always on his own, with associates, with no equity. 

[00:16:26] Griffin Jones: Okay was Dr. Garcia the first associate or other, he had other associate RAIs over the years? 

[00:16:31] Dr. Crystal Chan: He had others, but she was probably the most tenacious, loyal, present, and highest volume partner, and he was, the only one he had ever designated as assistant medical director.

[00:16:43] Griffin Jones: And Dr. Garcia and Dr. Wais were the only associates at the time when he was retiring and selling? 

[00:16:49] Dr. Crystal Chan: Correct. Oh, I should add there were also two affiliates defined as people that had their independent practices and then plugged into the lab for their IVF. And they still, and those relationships still exist.

[00:17:01] Griffin Jones: But it was you that approached Dr. Wais and Dr. Garcia, not the other way around originally. They weren't looking, hey, let's get one more person to buy this with us. You were looking around at what might be a good oh no. 

[00:17:13] Dr. Crystal Chan: It was a perfect alignment. They were looking in a hurry, and I was open to the possibilities.

[00:17:23] Griffin Jones: You may have answered this, but how did that, how did, were you just always in these sort of conversations together? But how did you align so quickly? How did you come to find each other? 

[00:17:31] Dr. Crystal Chan: Dr. Wais was my favorite fellow ever. She did fellowship at my academic site. She was just a superstar fellow, and she went off to MSU, but the funny thing is I encouraged her to go there.

I said, hey, there's this clinic in the north. It's like a diamond in the rough, go there. So she what, we were friends. We were staff and fellow, but then we were actually friends. And then Dr. Garcia's husband is was friends, is friends with my ex husband. So it's a very small world. So there's a little bit of, pre-connection before all this happened. So we're all friends.

[00:18:03] Griffin Jones: So then you shop around at banks, you find one that is a good partner, you agree to a deal that worked for you, worked for Dr. Vero. And then you mentioned succession was a handful of months and he went out in basketball shorts. But tell me, how did succession go? Like from when the deal was inked to when Dr. Vero's out shooting hoops, like what happened in between then? 

[00:18:30] Dr. Crystal Chan: There's a funny story right after acquisition. So you know, 30 minutes into acquiring the business, the ink wasn't even dry. We get a phone call from a very reputable. And then we also have a very senior RE that works, with a big PE backed network, and he called us to congratulate us. And then he followed by saying, are you interested in partnership? So we were like 30 minutes into being, business owners and the first informal offer to merge or to be acquired came in.

So we tried to, put the blinders on to all that was happening with PE consolidation around us and we, the first hundred days of acquiring the practice was to understand the business and to amalgamate the business. Actually, the original organizational structure of MFC was Very archaic. How it was is that the MFC was actually Dr. Vero's practice, plus the lab, plus biochemistry. And then the other associate doctors ran their own practice. They ran their own HR, they ran their own management their own equipment, things like that. And then they would plug into the lab or pay MFC for the use of the IVF lab.

So that obviously was not a modern way or efficient way of functioning. So the first hundred days was the MFC. Nose to the grindstone, just transforming what we call old co MFC to the new co amalgamating everything under the same umbrella, everything under the same leadership, HR management, all of that. And it sounds like not a big deal, but it is a big deal. You have to renegotiate contracts basically as a new employer for, half the staff. You have to do this all while being very cognizant of people's feelings. They are grieving the loss of Dr. Barrow. Some of them went back with him for 20 years, right? So there's this transition and nobody likes change. We don't like change or the staff don't like change. So that was hard. Lots of tears, lots of stress. In that transition, but we did it. So tell me 

[00:20:28] Griffin Jones: more about the details of this transition. This is like switching payroll companies or HR software or your EMR or what else?

[00:20:36] Dr. Crystal Chan: Switching payrolls is switching your boss, your direct report. So for example, a nurse that reported only to Dr. Garcia, On Monday, now on Tuesday, is an employee of MFC and has to report to the HR department of MFC. Whatever you're used to, your culture, your, how you get things done in your little sphere, changes when you report, start reporting to somebody else. Yes. Payroll had to change direct reports had to change. We had to redo the whole organizational chart. 

[00:21:04] Griffin Jones: I'm talking with Dr. Chan about keeping independent practices thriving in this era of consolidation, but how do you know which fertility centers are still independently owned? Many of you have asked for a comprehensive list of fertility practices that shows who owns each of them.

We heard you. Thanks to support from MidCap Advisors, Inside Reproductive Health has done the work and compiled a list of over 450 fertility clinics across the USA, indicating if they're independently owned, part of a fertility network, or part of an academic or hospital system. If you're an independent practice owner that wants to find your people, if you're an industry side person that wants to map your customers, if you're a fertility network that wants to check your own list, You can download this list for free. View the full list at

https://www.insidereproductivehealth.com/unitedstatesfertilitypracticeownershiplist2024

[00:22:00] Griffin Jones:And what did you find to be the biggest challenge in doing that?

[00:22:07] Dr. Crystal Chan: People get comfortable in their roles and people get comfortable in what they can control and who they can control what they can't control. So there were a lot of growing pains and, a lot of, we spent a lot of time talking to staff, getting their feedback. The feedback almost always was, you guys are changing things too quickly.

It was fine. Why are we doing it different? And so just to draw people back to the, what the vision is, and we did a lot of visioning, and mission statement development with the staff. We actually had a retreat about that, to say, look, guys, we have old CO, out of necessity, from a business standpoint, we have to transition to new CO. Let's not make this about, this nurse versus that nurse or, don't be too granular. Let's talk about what the vision is for NICO. What is the vision as clinic and, we can talk about what we came up with as a vision, but let's focus on the vision and everything that we do. It's to get us closer to that, that, that goal, that mission. 

[00:23:04] Griffin Jones: And you are getting people to buy into the vision. Remind me of when the deal closed. Was that 21? 

[00:23:12] Dr. Crystal Chan: Yep. 22, mid 2021. Summer of 2021. 

[00:23:15] Griffin Jones: We're now recording in May of 24. And three years. So in the beginning, you had that sort of you, you're a lot changing quickly. 3 years later, is it still a lot changing quickly? 

[00:23:28] Dr. Crystal Chan: I think as a group of partners, we're always looking for what's next. We're very hardworking. We all strive to be the best. We really want to be the best. Excel in this marketplace. So yes, we're always looking for what's the next opportunity, what's the next project, how can we do better for our business, how can we do better for our patients, our staff.

But I would say the frenzy has settled down. I think that first 100 days was really the most difficult and now it's fun, Griffin. So I think when we first started, it felt a bit like we were David against Goliath. Goliath being the peep for as confident as we are. We were, there was a little bit of fear, can we compete, in the marketplace?

So in the past three years, not only have we survived the loss of the headliner, Dr. Biro, we have replaced him and we've grown 20 percent in volumes and referrals and in our socials and our reputation, our staff satisfaction score, our patient satisfaction scores. So we have really done really quite well in overcoming these challenges. So now that fear has been replaced. By excitement about what's next and this feeling that as an independent, privately owned, doctor owned clinic, we have more agility. And now I think of our independence and our, we don't have to report to investors. We just report to ourselves, our patients, and our staff. I think of it as a competitive advantage because it lets us be nimble and agile and You know, make a quick decision about what our next project is and just go for it. 

[00:25:03] Griffin Jones: Are you hiring doctors? 

[00:25:05] Dr. Crystal Chan: Yep. So we have a, we hired, we're able to get one more associate, the amazing, Dr. Kenji. That was a year and a half ago, and we are having, getting another one joining this summer. And yeah we're looking for more. We definitely have the referrals to accommodate at this point, probably five or six. 

[00:25:22] Griffin Jones: Do you have a partnership track for the new docs coming in? 

[00:25:26] Dr. Crystal Chan: Yep. So that's something we are developing. We, there isn't, I will say that's very early stages, but I do think, we, we've seen that when doctors have skin in the game, they perform better. I think that no matter what incentive plans don't work as well as actual true equity ownership. So that's something that we're looking into. And we have a really, We just really settled on a very strong leadership team. We have a gentleman named Mark Evans. He's our managing director. And we have a clinical director named Allison Gilmore.

Combined, the two of them have run four Canadian fertility clinics, essentially, with about 40 years of combined experience. With this current leadership, we're perfectly poised to think about recruitment and how we secure that next generation of doctors and partnership track and, partnership modeling is something we're looking into, but it's not refined yet.

[00:26:18] Griffin Jones: I think Mark and I correspond on LinkedIn sometimes, and I think it was him that I found out that Dr. Viro had retired and that you all had come, I think even before Dan had mentioned it to me and something you said that incentives don't work as well as actually owning equity, why is that the case?

[00:26:38] Dr. Crystal Chan: When you own equity, you're afraid, and fear makes you work harder. It's just, it's at every layer. I used to have incentive when I worked at an academic site. When, and I'll give you an example. Let's say in that world, if a patient complained to me, hey, Dr. Chan, I didn't like this about your clinic.

Even though I had incentive, I didn't have an ability to, to really, Significantly make change in the institution. So I would say something along the lines of I'm so sorry. That was your experience I'm gonna take this feedback send this feedback up the chain and most of the time I felt like nothing would really happen to be honest Versus when you own or co own a clinic when a patient complains about something I jump on it I say what was the issue?

Who was the issue? I'm sorry. You had that experience. I will change it it in my previous life, I had incentive, but it wasn't my mission to make the clinic the best possible place it could be for patients. In this life now, with equity and skin in the game, I feel like MFC is my baby. I can say for my partners, MFC is also their baby.

We share this baby, and we want the baby to be the best baby it can possibly be. And every single piece of staff feedback, Patient feedback resounds with us and we do want to make a difference for it. I think that's the difference and I'm not saying that incentivized associate doctors don't work hard. They do. They work hard for themselves, their patients, their families, but it's just different. We work hard not only for those Entities, but also to build up MFC to make it the best it can be. 

[00:28:13] Griffin Jones: Think of how cool of a t-shirt that would be. Crystal equity equals fear . I think I don't know if the doctor community would buy it so much, but the entrepreneurial community, they would eat that up. Equity equals fear. I can just see like value-tainment making those types of of t-shirts. But I, it, and you're right, it does. So I wanna talk about the. The percentage of equity and the percentage of fear, because I think that a lot of private equity back groups would say that is correct, equity does equal fear, and so if you own less equity, you have less fear.

You get that there's some sort of, maybe there's a J curve where there's a benefit to having a certain amount of equity and the right amount of fear, but after that, it's all stress. And so I'm interested in how you would respond to that, but I'm also interested in, I've thought about how much fear does, how much equity does someone have to have the appropriate amount of fear? And what we're really saying with that is responsibility, that they actually take that sort of ownership. Would they do it at 1%? Would they do it at 5%? Does it have to be 20 or greater? I it's, so talk about that, that, that percentage of equity and fear. 

[00:29:24] Dr. Crystal Chan: Okay, so I think there is a benefit that the three partners here are equal partners.

So I'm not sure if it's an exact percentage or just a feeling that you have an equal skin in the game and your friend and your sister is depending on you and you're depending on her and vice versa. So there's this real, again, here's the socialist in me, this equal partnership thing does breed that. So I really don't know if it's a numerical percentage. I think 100 percent is too much. I just, I'm not worthy. To all those sole proprietors of the path, I can only imagine, although back then it probably wasn't as competitive, but just to have that 100 percent of responsibility in yourself, that's a lot.

So I think that's too much for a lot of modern REs. I don't know anyone who really gets out of bed wanting to be, like, the 100 percent boss of a fertility clinic anymore, so I think equal partnership. With, I don't think it's two partners, three partners, four partners, five partners makes much of a difference, but I think that sense that you're in the game, you're playing as a team, it's I like to give this analogy that we're like a Super Bowl team, like the Kansas City Chiefs, like Dr. Garcia is the quarterback, I'm like the tight end, and I'm like, Because we're sharing, and we're in this team together, and we have the same vision to make it to the end, to get to the ghoul, she knows when she throws that ball, I'm going to be in the end zone, and I'm going to catch that ball. So I think, the socialist in me likes to say that maybe it's not so much the percentage but the Spirit.

[00:30:52] Griffin Jones: That analogy hurts as a Bills fan. You're from Toronto, Creslo. Toronto's supposed to back Buffalo. It dug a little bit deep, but unfortunately if you had used the Bills in that analogy, the analogy wouldn't work as well. I'm sorry to say. When you were musing on the areas for opportunity, the areas for growth, and you're reflecting on what are the biggest opportunities for the future, what answers did you come up with in those reflections? What are the biggest opportunities in the coming year or so? 

[00:31:22] Dr. Crystal Chan: It's very timely that you ask me this question. So we, I think like never before growth is on the agenda on the minds of, all fertility clinics at this point. We know it's a growing industry. We know that in North America, we're probably only 1 percent of people that need IVF are actually accessing IVF.

So we know there's a lot of opportunities for growth and also, advocacy for patients and access. So one thing that we really are. Working on or struggling with as independent owners right now is how do we grow and whether or not we build a new clinic and lap at a different in a different town, a different city. Do we grow by growing the capacity of our headquarters or do we grow by literally planting a flag in a different city or township? and building a new IVF lab. If you look at what the private equity backed clinics are doing, a lot of them, the de novo clinics, as well as established clinics, are doing that. And it's very interesting, and I think it comes from the fact that Moving to 

[00:32:31] Griffin Jones: a new city? You're saying moving to an entirely different province or state? 

[00:32:37] Dr. Crystal Chan: Or city, to build a different lab, just to spread their footprint. So if you look at PE, it's a short term agenda. For they're buying revenue streams, they're buying profit streams, and they're hoping to exit in a certain amount of time, pretty short term, usually about seven years, and with a margin to show for.

So I think there's much more of a mandate to improve the, increase the footprint and build clinics and amalgamate sites and just have more IVF labs, more IVF sites. But if you look at independent proprietors The interesting thing is the biggest clinic in the GTA, the highest volume clinic in the GTA, owned by a single proprietor, only has one lab, one site.

So the question is, if you don't have to show the investors what you did, is it better to build out your one site and do 2, 000 IVF cycles there? Or is it better to build another site and do 1, 000 and 1, 000? The second you leave your headquarters and you build another IVF lab, you have personnel to worry about, you have staffing, you have HR.

You have risk, you have all these operational costs that you have to multiply and compound. Again, when PE is coming in and they're endowing X number of millions of dollars to a group of physicians, they have to do something with that money, they have to have something to show for, investments to show for, but as a team, An independent clinic, we're not sure that's the right move. What we know we want to do is improve access to people in the north of Ontario. It is frankly unfair. So there are about 16, 17 clinics in the greater Toronto area, up and around, and there's nothing up north. And that's not fair. And our patients from the north have to drive nine hours to get here. It's absurd.

So this is definitely passion over profit here, as we figure out how to organically, sustainably expand And address that, that volume in the North, North of Ontario that needs to be serviced on reserve, off reserve, just, North Ontario. 

[00:34:39] Griffin Jones: And reserve refers to people, First Nations people, with, here, would either be called Native American reservations or Native American territory. And which is, Which there are multiple of in North Ontario and just very like rural areas and I don't know if rural is the right word. 

[00:34:56] Dr. Crystal Chan: That is the right word. Oh, 

[00:34:57] Griffin Jones: but it's farmland even disappears, like a hundred miles north of Toronto, it's like it's towns that are quite isolated even from each other and they're very low population centers. So you're thinking of putting an IVF lab? 

[00:35:11] Dr. Crystal Chan: No, definitely not worth thinking, but just improving access and hubs to, to people in the North, it's a necessity. It's a necessity. And if you look at where the PEBAC clinics are going, they're just going more core, more central, more business, metropolitan areas, right? Because that's where the volumes are. So they're not going to attend to sparsely populated areas. So again, this is still, This is where it's nice to be an independent. Yes, you have to make smart business decisions, but it is also, you want to be a good doctor and a good person first. And this gives us the opportunity to do that where we're situated, our, our geography, it all works.

[00:35:56] Griffin Jones: Are there technologies or other kind of partners that would help you do that, expand that type of access in North Ontario in a way that wouldn't have been possible five or ten years ago? 

[00:36:07] Dr. Crystal Chan: Yeah, for sure. Virtual clinics, virtual platforms, EMRs. And, as people develop whole ultrasound wands and things like that, I think the tough part is blood drawing phlebotomy services, but if you could figure out how to scale that up that would be great. And even before technology catches up, you can find partner clinics in the North. There are a lot of specialists in family medicine in the North that can help out with that. So it's just about having, you The desire to make it happen and this is a big project for Mark Evans. This is his true baby and his passion is to advocate for patients in rural areas to get access.

[00:36:44] Griffin Jones: Are there any of those technologies, apps that you mentioned that you particularly like? Like any companies or models that you feel strongly about? 

[00:36:52] Dr. Crystal Chan: We're just really in, in kind of discovery phase with them. So I really can't speak to any specific app that, that we're, looking at right now.

[00:37:00] Griffin Jones: There was a doctor in the Twin Cities in Minnesota, I believe he is since retired, but he used to see patients in the Dakotas and really rural areas and he had his own plane and he would fly to them. You see any of you getting your pilot's license? 

[00:37:15] Dr. Crystal Chan: I think, again, we're always looking for the next challenge. I'm not sure I want to be in like a doctor killer plane, but I 

[00:37:21] Griffin Jones: Yeah, they scare the hell out of me. I 

[00:37:23] Dr. Crystal Chan: do have, yeah, I do have a little bit of a, free spirit, where I think one day when MFC is like running and doesn't need me here all the time, I see not only myself, but Dr. Garcia and Dr. Weiser. I can see us doing a little bit of medical missions and things like that and, doing something a little bit outside the box.

[00:37:40] Griffin Jones: As larger networks and health systems continue to acquire fertility clinics, how many Dr. Crystal Chans are there on the U. S. side of the border? I don't have to guess. I know, I have a list, and I'm willing to let you have that list for a million dollars. But because of MidCap Advisors, I'm willing to let you have that list for free.

We've put together a comprehensive list of over 450 fertility practices across the United States, showing exactly who owns them. We think it's every fertility practice we've indicated if they're independent, if they're owned by a network, by which one. or if they're academic or health system, go to InsideReproductiveHealth.com, find the industry report section and then find the fertility practice ownership list. You've been asking for this list for a long time. It's been updated as of October, 2024. So don't wait, view the full list by visiting:

https://www.insidereproductivehealth.com/unitedstatesfertilitypracticeownershiplist2024

[00:39:01] Griffin Jones:With regard to Staying independent. Is that something that is part of the mission? On day one, you got a call you at least got a tire kicking call, and who knows, it could have been far more serious than that and I imagine you've gotten plenty since and you will get plenty more. How is, how important is it to stay independent? How open to it, or how open to merging or being acquired, are you? 

[00:39:06] Dr. Crystal Chan: So we're very young we're having a lot of fun. I always say to my partners, when this stops being fun, you let me know. Maybe we'll get out. But we're still having so much fun and I cannot envision a time at this moment where we will stop doing this or stop functioning as independents. That being said, we have to look around us. So if you don't mind, I'll talk about the Canadian landscape. 

[00:39:32] Griffin Jones: Yeah, please. 

[00:39:33] Dr. Crystal Chan: So I think of Canada as a microcosm. of the U. S. is about the industry is probably, 15 percent of what it is in the U. S., but the interesting thing about being a microcosm of the US is that when change happens, you feel it sooner because it's smaller. It's a smaller swimming pool. So there are about 40 IVF clinics in Canada, and five to ten years ago, the landscape was totally different. Out of those 40, about seven were hospital based academic centers, and now there's two, two or three academic centers.

Five, five to ten years ago, most of the clinics were independent physician owned, and in the last five years, it's completely inverted. So Mark and I looked at the data what we tried to Pull from the internet, what, talking to people, but by our calculation, by clinic, about 60 percent of Canadian fragile clinics are PE backed and controlled, and the minority, 40%, are now independent or public or hospital based.

That's by clinic, but if you do the calculation by number of REs that work at the clinics, actually 70 percent of the Canadian REs work in a PEBAC clinic or network. And where's that private capital coming from? It's both domestic and international, so 80 percent Canadian investors and, 20 percent international. So this consolidation has been happening, fast and furious around us, so we're not immune to it, Griffin. And like I said, that was just one offer, we've probably been approached like that. Why is this happening? I think, I'm sure you've talked about this with a lot of guests, it's that entrance of PE into the market, recognizing the revenue streams that we have.

And then number two is this, the original clinic proprietors reaching retirement age and wanting to sell. What is interesting is that you're seeing, and this, we're seeing our friends who are in their early 50s, Some people who traditionally would be too young to sell or contemplate retirement, some of these younger mid career doctors are also selling and I think, you know that, why is that? I can speculate because I think they know that they have to put five years in, after they quote unquote sell and they want a head start maybe on their retirement. And I think that, that's a trend that we're seeing. When the networks or the private equity base, this is not to vilify PE at all, but when they come, I think there's a little bit of gaslighting that says, hey, this is a competitive market.

You might want to work with us because you might need our HR to survive and, our recruiting abilities And, maybe we can help you, right? So what I'm seeing is not a lot of Canadian doctors are actually falling for that. I'm not sure in the States that they are. So in Canada, the main entry points of PE seem to be, number one, helping doctors start a de novo clinic while retaining control, or number two, buying from retiring doctors. We're not seeing a lot of Canadian Fertility Clinic owners at my age saying oh you're right I need you, I don't know how to run my own business, please help me, here's some of my equity. I don't think we've seen any sales like that, maybe I'm wrong, maybe one or two. I think that's the polarity of it.

If you can't start your own de novo clinic, you might need PE investors to help you, or if you're done or getting ready to be done, you need PE to help you get out. For I, we're in this kind of in the middle having fun, running our clinic, proud of our baby, love our staff love us, like we're there's no reason that I can foresee right now that I change, but I don't see any reason right now for us to be consolidated and I want to state very clearly. I am not here to vilify PE. There, it, life is not black and white, it exists in the grays. It's not like PE is bad and independents are good. In fact, there are many independent clinics that are really not good, and a lot of PE affiliated clinics that are fantastic. So this is not about that, but it's just. Right now, we're having a good time being independent and that's what we are for the foreseeable future. 

[00:43:34] Griffin Jones: In the U. S., it seems to me that you're number two reason I've, in my view, is the number one reason that you've got retiring docs and this is their way to cash out on what they've built. The problem with the, and the view of the middle in my in my view is that you have so many in, in, even in Canada, is that you have so many people that are in the middle, but they're with docs that were retiring.

So you have plenty of young middle partners, like 40 something year old partners that have plenty of fight left in them. But they have sold to private equity groups in Canada too, and lots of them. They were usually of partners of older docs who are retiring. And we don't know what the, for those 40 something year old docs, we don't know what their, will they run, will they take their urn out? They're probably, many of them are probably, Two years into a three year earnout, or three years into a five year earnout will they take that, do that, go golf for a year if they if non beats are enforceable in that way in both Canada and certain US states, and then come back and. start a competitor to their old practice. That could happen too. 

[00:44:46] Dr. Crystal Chan: I think that would be a great interview, Griffin, for the young retiree. I think that's a segment I don't think you've interviewed yet. I would be thrilled to hear from them. I think there's only a handful in Canada. I'm friends with some of them. There's a handful and it'd be interesting to see what they see for their future.

[00:45:02] Griffin Jones: I want to ask you what your view as of. Of the rising tide of female entrepreneurs or of what we should think about when we think of women owning businesses and women I want to skew this with my own thoughts, and I want to hear your thoughts, but very often when I hear female entrepreneurship, it's related to venture capital.

It's usually talking about going out and raising money and building large enterprises the VC way, as opposed to starting a small business and making a small, profitable business. And so very often when I hear many people in women's health say that the venture capital is just not there for women's health in the way it is in other industries and it's sexist and it all very well may be. And those all, Very well may be valid arguments. They're not arguments that resonate with me on a personal level because I started a business from nothing and I didn't go the VC route and I didn't ever try to raise money and I want other people doing that. I want other people doing that in general, both men and women, because I think that's what is the best of capitalism when Multiple people own different ventures that we have a really well balanced economy and society when that happens, and there's no gatekeeper there.

There's no person that says, yeah, I'll give you this amount of money or not. It's the marketplace. So you are maybe you haven't had The gatekeeper of venture capital, I would say the banks are probably somewhat of a gatekeeper and so what is your take on this though? Because you also did not buy something though where you're trying to raise money and scale, like you bought a business that you're trying to make profitable yourself and you're one of a few proprietors of it. How was your view on that landscape? 

[00:46:58] Dr. Crystal Chan: Those are interesting thoughts, but yeah, I would say when we presented to the banks, we had a little bit of that perceived just gonna use the word, sexism. There was one banker I can remember that was a bit like there, dearies, this seems like a big business for the three of you. And that bank decided to pass on us, but again, some banks have provision. On my comment on female entrepreneurship I guess I would say, do you know what the greatest lie ever told? 

[00:47:24] Griffin Jones: No. 

[00:47:25] Dr. Crystal Chan: Okay I think the greatest lie ever told was that women don't make good business people, and that we can't run businesses, and they don't, that women don't cut it as entrepreneurs as well as men do. So I guess I'm here, this is a very important mission of me being on the podcast to say that I think that's pure BS, and I think that's bias, and implicit bias, and I would posit that many women are good people. Business people. These are generalities, but women tend to be organized. Women tend to be multitaskers.

Women tend to be calculative. I know that word has a bad connotation, but I wouldn't want to go into business with partners that are, can't calculate. So we tend to be calculative. We're nurturers. We nurture our staff, our patients, our clients, our business, and we know how to share and work together as a team. So if you find yourself lucky enough as I have to find a group of female partners that not only get along, But can mute their egos and delegate to each other and step out up and step down relative to each other when, our strikes arise. That synergy can be amazing. And I think it's important to talk about female entrepreneurship because there's a lot of research right now about gender inequity.

My colleague at University of Toronto, Andrea Simpson, she publishes a lot about gender pay gap in medicine. But in RE, it's not only a pay gap, it's a position gap. So in Canada, of the 40 clinics that we have, only 1 to 2 of the 40 are female physician independently owned. It depends how you define independently owned. There's 1 to 2, like us. And there are 12 physician owned male proprietorship. But if you look at the graduating class, RE in the U. S. and Canada, I bet you that's majority female. I guess I don't know that. I don't, I'm not a fellowship director, but I feel that it's majority female. So what is it? Why are REs being, female REs being trained, but not in the positions of academic chair or, business owner or co owner or network?

Whatever owner. Is it lack of mentorship? Is it socialization? I don't think the answer is that women are bad at business. I just, I don't buy that. So we are female physician led and Owen, that is our brand. We are proud of it. We're out there internally, externally. Communications is very central to who we are. We're proud of it, we've leaned into it, we really do believe that female physicians know what patients go through, and that is a priority to serve that our patient and we want to inspire our staff, we always joke about it that since we took over, a lot of our staff have left us, not because they don't like working here, but to get the job done.

To advance their careers and education. I think as they see us in these positions of mentorship and they go and which we foster that. Love that. But we want to inspire young women in STEM to do, to see that you can do what you dream of doing. We are a Latina woman, an East Asian woman, and a daughter of a Polish immigrants. The three of us, again, We are feisty, we are gritty, and there's a part of us that wants to prove something, that we can do it together as female entrepreneurs. 

[00:50:27] Griffin Jones: It was important to you to start with other women as an entrepreneurial cohort to select as your first partners. Will it remain that important to you as you bring on future partners?

[00:50:39] Dr. Crystal Chan: It's a great question. So that was just more happenstance. It wasn't intentional oh, I want a team of females. It wasn't like that. It just happened that way. And I think that once that happened, it's that kind of That was who we are, but we're definitely not close to a male or other partner joining us, I definitely wouldn't say that, but what we're seeing is a reaction to this kind of how we present ourselves as female physician led and, oh, and I'm not sure if it's like post Barbie movie or something, but there's a certain clientele of patients and a certain cohort of staff or employees that are attracted to us and drawn to us because we're seen as female entrepreneurs and trailblazers.

Ironically, it's 2024, but we're still seen as trailblazers in this industry by being female entrepreneurs, so they're, out of ten consultations, there's gonna be one patient that says, Hey, I heard about you. I like how that you guys are running the business, not private equity. Some people know, people listen to Freakonomics, like they know, not everybody cares who owns their fertility clinic, but some people do, and some people come to us.

[00:51:42] Griffin Jones: I think part of the reason why, just in general, you're seeing less younger docs own practices, but you mentioned, there's 11 to, 11 or 12 independently, male owned, independently owned practices. There's one. You've been listening to two female independently owned practices in Canada. Why do you feel that I'm with you that I don't think that that there's any basis for suggesting that women make bad entrepreneurs and to the contrary, plenty of evidence that they make great entrepreneurs. Why aren't more women choosing to do what you did and or for those that are on the Maybe take it one step further for those that are on the fence Listening, what would you say that might nudge them?

[00:52:26] Dr. Crystal Chan: So I think and I oh, okay. I'm just gonna say it I think it's hard to be a mom and a business owner and a doctor and be present for everybody your kids I have three kids. So your kids your staff, you just have to nurture too many people. So it's, I think, I can't imagine again being a mom and a doctor and a sole proprietor. So you need to work in teams. No need to. I'm sure there are amazing female entrepreneurs who could build or buy a clinic on their own. But for me, for us, I think we work better in a team because If my kid gets sick, it's nice to know that Dr. Garcia can be at my meeting, see my patient. So I think one of the tips is you can do it because we did.

It was scary. It was hard, but if you work hard enough and everybody worked hard to get to the NRE, you can do it. But find partners. Find partners that you trust with your life. Find, I'm going to get emotional now, find partners that you love, that is like a sisterhood to you. And that's the only way I think you can be truly successful in this crazy, consolidating environment.

[00:53:40] Griffin Jones: So I think there's a play and endorsement for independently owned practice in there that may, maybe you didn't even, you live it, so you obviously realize it. But I too believe family first, career second. I know people want to say, oh, you can do both, you can have a book for, I'm saying for me, Griffin Jones. Family first, career second, and then everything else to me is is the thing that gets cut. My, my physical health would be third and community, all those things are important, but I've deliberately there's no fantasy football in my life. There's no there's very little Netflix.

It's maybe a Saturday movie with my wife, but I'm not watching YouTube. I'm not, Scrolling on social media, like all of that, the happy hours that people do, all of that is gone from my life. But it is family first, and, but I still do want to be financially free. I'm not trying to buy the biggest house in the community. I'm not trying to buy an infinite fleet of classic cars. But I do, being financially free is important to me, so career is a second. Because I own my business and I don't have investors behind me, I go at my pace. And if it's you know what, I'm not just, I'm just not going to do this at this time because I really want to spend time with my kids.

I really want to see my family. I want to be there with my grandparents when they're passing away, whatever it might be. I'm the one that decides, okay, that's just gonna be a little less money than I make. Now, it goes back to the fear earlier, you have to get to a certain place where you're comfortable doing that, and if you got loans against you, and, it is scary in the beginning, but once you get to a certain place then it's just, you know what, I don't have to do this just to get another multiple. I can go with this place and I can prioritize in this way, so I think that's a plug for owning one's own business. 

[00:55:33] Dr. Crystal Chan: And there will always be people like me. Someone called, I always quote this person, so an anonymous person said to me that you, Mavis and Marta are dinosaurs. Nobody will ever do this again. Associates just want a little incentive plan, guaranteed income, and they're fine. They don't want to run a business, they don't want to take on the stress, they want to care for their families. But I don't think so. I think we are not the first or last to be like this, programmed this way. There will always be people that will take a chance on themselves.

I think, we didn't really talk, I'm scientific director, but we didn't even talk about science or technology. Technology was supposed to improve access to IVF and drive down prices. Private equity was supposed to improve economies of scale get volume discounts and push down IVF price and improve access. That, that hasn't happened. That, we haven't seen move, PE or technology yet really move the needle on outcomes nor price. But eventually, Hopefully, with AI coming in, IVF in the box hopefully, you'll decrease barriers to entry for independent people to start their own clinics.

So I see, we've only been in this PE world for 5 10 years. In 10 years, everything we think we know now is going to be completely different. Some PE firms will be very successful and some won't. Some PE networks might have to sell out their clinics. Many crazy things will happen in the next decade, and so you're going to see probably a new wave of entrepreneurs coming in and doing it, and yeah my, my take home point is find people that you can work with and that you trust, and there's never any, I, it's, One third, one third, one third, between the three of us. There's, we don't fight about that, it is, we are in it together, and we are a team, and we're on a rocket ship to Mars, to Cotonou D'Ordo. 

[00:57:30] Griffin Jones: I can't wait to have you back on to hear about where that rocket ship is flying and orbiting in some years time, and to bring you back on to talk about why some of those technologies have not yet been able to make the field scale. But this has been such a great conversation. I'm glad that I've gotten the chance to know you more and I look forward to having you back. Dr. Crystal Chan, thank you so much for coming on the Inside Reproductive Health podcast. 

[00:57:57] Dr. Crystal Chan: Thank you, Griffin. 

[00:57:58] Griffin Jones: How many independent fertility practices are there now? Thanks to support from MidCap Advisors, Inside Reproductive Health has done the work and compiled a list of over 450 fertility clinics across the USA indicating if they're independently owned. Part of a fertility network, if so, which, or part of an academic system, visit InsideReproductiveHealth. com. View the full list by visiting:

https://www.insidereproductivehealth.com/unitedstatesfertilitypracticeownershiplist2024

[00:58:30] Announcer:Today's advertiser helped make the production and delivery of this episode possible for free to you, but the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the advertiser. The advertiser does not have editorial control over the content of this episode and the guest's appearance is not an endorsement of the advertiser. Thank you for listening to Inside Reproductive Health.

 

 
 

236 Diary of a Fertility Network CFO featuring JT Thompson, CFO, Inception Fertility

Today’s Advertiser helped make the production and delivery of this episode possible. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the Advertiser. The Advertiser does not have editorial control over the content of this episode, nor does the Advertiser's sponsorship constitute an endorsement of the guest or their organization. The guest's appearance is not an endorsement of the Advertiser.


Why do insurance companies often have a much bigger advantage over fertility clinics? How do fertility clinics close the data gap with insurance companies?

In this week’s episode, JT Thompson, CFO of Inception Fertility, shares his expertise on leveraging business acumen to optimize operations and navigate the complexities of fertility care.

Tune in as JT discusses:

  • Growth opportunities for fertility practices (And how to harness them)

  • Improving the efficiency of doctors' time

  • Negotiating with insurance companies to benefit your practice

  • Making long-term decisions for your practice that may be challenging to quantify

  • Forecasting projections that can waste time and resources

  • The dilemma of investing in quality and scale of care improvements that may not show immediate ROI

Inception Fertility
LinkedIn
Facebook
Instagram

JT Thompson
LinkedIn


Transcript

[00:00:00] JT Thompson: The traditional insurers of the world have been underwriting hospital care forever. And if you're a single hospital provider or something smaller and you show up to a gunfight with a knife, you're in trouble. And so you want to be on an equal playing ground. I think what we, where we do in our business is.

We're educating the payers about fertility space. It's not an area they spend a ton of time in. They don't have a ton of history that's allowed them to create good or bad expectations about it. So it's, that's been a would say a fun if that's the right word to use, a welcome portion of these conversations is that they're very much collegial and cooperative. And not just negotiating over a nickel. 

[00:00:44] Griffin Jones: Patient finance is a big area for dropout at your practice and a big area for your negative online reviews. See how Bundle's multi cycle programs can make that experience seamless for your patients. Visit bundle, B U N D L, fertility. com.

What data and important business intel do you want to make big business decisions about your practice? What would you want if you had a chief financial officer like my guest today? He and I talk about opportunities for growth for practices, what he's looking at with regards to efficiency of doctor's time, talk about negotiating with insurance companies, how insurance companies often outdated practices, how practices can close that gap.

We talk about speculation. How do you make decisions that you think are really necessary for your practice in the long term, but are really hard to quantify in projections on a spreadsheet? Talk about erroneous forecasts, as in how do you avoid BS data that is just making projections for the sake of making projections and is a complete waste of everybody's time?

And then I asked JT, as the CFO of a private equity backed company, how do you think How do you approach this dilemma where there might be things that are really necessary for improving the quality and scale of care over the long term, but doesn't look like it's going to have an ROI within two years? Enjoy my conversation with JT Thompson.

[00:02:03] Announcer: Today's advertiser helped make the production and delivery of this episode possible for free to you, but the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health nor of the advertiser. The advertiser does not have editorial control over the content of this episode and the guest's appearance is not an endorsement of the advertiser.

[00:02:24] Griffin Jones: Mr. Thompson, JT, welcome to the Inside Reproductive Health podcast. Good morning. Thanks for having me. You are the first chief financial officer to be on the show, at least that I can think of, and I'm worried that somebody's going to say, wait a minute, I came on a few years ago. I And If that's the case, I apologize to that person, but I do believe that you are the first CFO on this show and I think that is necessary because one, I know of the three core areas of business, sales and marketing, delivery operations and finance.

The last one is the one that I am weakest in and I think it's the one that many of our audience, certainly not all, we have a lot of MBAs listening and a lot of People with finance backgrounds. But we also have a lot of people that were able to get to a very successful position in life because they're just, they're good at doing something valuable that they can charge for.

And then they were able to keep costs low enough. But it wasn't really any kind of system. And as you and I were talking, one of the things that you mentioned is I'm not a middle of the fairway CFO of, just A traditional accountant, if I'm paraphrasing that correctly, rather you approach it from a business partner lens and and I wanted to know what that meant, but I wanted to hit record before you told me what that means.

Let's start off with what your approach to being a CFO is. Great. Sure. And appreciate the opportunity. And again, CFOs aren't normally trailblazers. So being the first at something is pretty cool. Hopefully I'll set up a low bar for the next guy to cross. Yeah, I am the CFO here at Inception Fertility, and and, in that capacity, I have responsibility for what you would expect to be the traditional finance roles, and we'll talk about those today, I'm sure but my career has been built around, being a strategic partner to talented executive teams and delivering information and support that allows whether it's our, any constituent, whether it's our executives our physician partners our patients, any constituent we have to try to facilitate success through the traditional delivery of what you'd expect in numbers and results and data but really from a strategic standpoint a bit around a number of.

[00:04:40] JT Thompson: A bit of high growth businesses like Inception is and the fertility space is and so bring a set of experiences around successful and efficient growth that I think are fun to deploy here in the fertility space. 

[00:04:52] Griffin Jones: What is unique about the fertility space that you've noticed, or what tends to be the same underlying principles no matter what industry you're in, and then what really is different when you move to a new sector?

[00:05:07] JT Thompson: That's a great question. The my, and I think it's a really I think through that lens around, what I learned in these other industries or other healthcare specialty sectors that you can apply here. And I think your question is really spot on and that there's a lot of things that it doesn't matter what business you're in.

People make the same mistakes. People don't measure the things that matter. People yeah. Don't I would say make a lot of the same mistakes, without the best, certainly with good intentions, but without the best, data and practices. Clearly there's things that, that we're doing here that were, that they were doing before I joined, that we're doing now, that you would do in any business from from a finance and support standpoint in terms of reporting and data and management and utilization of that.

What I like about the facility space relative to some of the other healthcare sectors is just the pure organic growth opportunity. The business is growing at such a tremendous pace. Access to care and access to our services is expanding, exponentially in a way that's exciting.

Not all healthcare, healthcare is obviously a fast growing part of the economy, fastest growing for years, will continue to be. Across all healthcare delivery services this is one that's growing faster than most. It's it's really fun to be part of it. 

[00:06:23] Griffin Jones: You said that some of the common mistakes tend to be universal where people don't measure the things that matter. What are the things that matter to measure? 

[00:06:33] JT Thompson: I think what I found is whether it's partnering with a physician or partnering with a other clinical partner or partnering with other executives, CEOs, COOs, the smart operators will tell you if you give me, This piece of information timely and accurately in a way that I can trust, that I can act on it, and I think that's probably been consistent across all of my experiences is trying to deliver timely, trustworthy data, and people will act.

I think one of the great things about really everybody across our spectrum, and you referenced it, a lot of people have a finance background or a business background, but then they're in a different role. Most everybody in our world in healthcare in general and certainly in the fertility space, whether it's our patient partners, whether it's our executives, all well educated all intelligent all want to succeed all want to perform at a high level and that can be done with data and with the right tools and knowing how to act.

[00:07:35] Griffin Jones: And so when you say getting that timely information, do you mean the operators, the other business leaders getting that from you, the CFO, or you getting certain indicators and metrics from them? 

[00:07:47] JT Thompson: Totally us delivering to the constituents the data that they want to see around the business. Whether again, whether it's an operator whether it's around how's my staffing look today?

 How are my supply expense is trending. How are my, in a position partners, how are my new patient consults? How are my how are these data points giving people, access to data they trust, they can act on? How did they? I typically trust the, whatever industry it's in and that I've been a chance to be a part of, I, I approach it with you tell me what you want to see.

[00:08:19] JT Thompson: You tell me what data you need to feel like you can really manage the business. Yeah, how do you deliver a baby? Better to the patients. It could be the marketing team. What sort of data will help you sort through the right kinds of leads. It could be the operators who need to worry about staffing and metrics around turnover. It could be revenue, revenue source related. How, what data do you need that would help you make decisions in managing the mesos? And we deliver that. That's our, always know 

[00:08:46] Griffin Jones: what they need or do they sometimes need you to tell them what to look for? 

[00:08:51] JT Thompson: I like to think it's a great partnership and we bring, ideas to the table of, hey, what about this?

Did you think about that? Here's some data that we're seeing and here's some trends that we're seeing. Let's interpret this together. Let's decide if that's something we should continue to report on and act on. Again, the best relationships among companies and teams is interactive.

You used a word earlier that's in my core mantra these days is really respecting curiosity. And I think the greatest leaders and the greatest operators are people who are analytically and intellectually curious and willing to listen to and be thoughtful about input even if it wasn't what they came to the table believing.

I think, the greatest, among the greatest things to see is to share data with someone. That tells them a story that's different than what they always believed, and they believe it. They trust it, and they then can act on it. I think people, again, it's human nature to have. An embedded assumption about, a piece of data or the way things are and be grounded in that in a way that you have to really be proven otherwise.

And I think that the great job of support systems that we provide on behalf of all of our clinic partners and company partners, whether it's through finance or HR or IT or any support system. Is that we give 'em data, they believe. 

[00:10:17] Griffin Jones: What are some of those things that clinic directors or practice managers or practice owners are coming to you looking for to get a better understanding of?

[00:10:27] JT Thompson: Sure. I think in this, in, in our space it's, data on how we can, how are we getting patients in the door? How are we can bury them into people who then proceed with us through their journey. It's it's how do we navigate the go forward world of not, this is a business, as you well know, that used to all be cash pay, self pay people.

The fantastic news is that there's a lot more benefit coverage for this service, and that expands into, you Not only traditional insurance but fertility benefit providers and helping our managers and leaders understand how to help patients navigate their own journey and their own access to benefits.

I think there's lots of ways we can help people deliver the best product. I would tell you our principle around all of this. is to allow, experts to focus on what they're experts in. So you want clinicians to be clinicians, you don't want them to be worried about, their paycheck or their expense reports or their administrative tasks that we can do on behalf of people and let people who are trained to be a physician, who are trained to be nurse practitioners, who are trained to be, whatever they're trained to be and whatever is their highest and best use. This is where we want people to spend their time and let us worry about producing support. 

[00:11:45] Griffin Jones: So how do they pull you in for support sometimes? Because clinicians very often do want to be clinicians, but in this world, sometimes they're pulled into many other different things, especially if they had been owning the practice.

But even if they're, managing or operating a practice within a network, they're starting to, Think about things that they may not have had to previously, our state used to be almost 100 percent cash pay and now it's less than half cash pay with all of the employers that are here and now we're noticing that these benefits companies pay us half what they used to and so they want to be They want to be clinicians, but they're finding themselves having to figure out how they're going to operate in a way that's much different than they used to. How do you advise them on those things or how do they approach you? 

[00:12:41] JT Thompson: I think it's a couple of questions in there that are really important and a couple of things. I would say that it needs to be our value proposition to Our partners and future partners, to your point, who used to own the business wholly or solely and spend a lot of time around things that the owner of a business would have to do and not just truly being a clinician.

Our, I think our value proposition and the other folks our peers in the space who are trying to support practices as they affiliate with practices. I think we all have the same. The same goals in mind and similar to other industries is to really allow them, allow the clinician in this case or the REI to be an REI and not worry about being the business person and have to handle all those things.

Being able to convince folks that we're going to deliver these services to them I call it table stakes, like we have to be able to do these things on your behalf so that you don't have to. You have to trust in us to do that. Your question was how do they access it? I find that there will always be some push information and some pull information, right?

We would love to always push data to people in a way that it shows up the way that they would like to see it on a timely basis that they would like to see it. But we're also, very interested in being asked and being asked for to look at something a certain way. So we'll, I want them to pull data from us as well or pull support from us as well.

Remind us where they need support or they'd always had to do something for us to do it for them. It needs to be interactive. So I think the delivery of it. Hopefully we'll always be push and pull but, again, I think our task is to have information at their fingertips.

[00:14:26] Griffin Jones: We're talking about negotiating with insurers, but what about an alternative approach to IVF insurance? Here's the reality. Seventy percent of IVF patients need more than one cycle and costs add up quickly, especially with medications. Bundle changes the game by offering patients a 100 percent refund.

Bundle covers the full cost of IUI or IVF, including optional medication add on packages so patients don't have to worry about unpredictable expenses. With Bundle, patients know their costs up front, giving them a clear path to achieving their dream of having a baby. If you want to learn more about how Bundle can help your patients have peace of mind so they stay with you and are happy with you, instead of just dropping out, visit Bundle, B U N D L, fertility. com.

That's Bundlfertility. com. They bring you in for that support. And when you said that, I thought of the old hockey enforcer. I don't know if you grew up watching much ice hockey, but especially back in the day, and probably still, but certainly back in the nineties, when I was watching a lot of ice hockey, there was a, it.

People's job who their only job was to come in and trounce somebody. And I'm not saying that's a CFO's only job, but there were also other guys that, maybe half of their job was to play the game well. And then the other half of their job was to come in, trounce somebody. And so do you find that sometimes you're in this role of I am here to negotiate that.

You've got different clinicians that have all run, certain practices, Part of our value proposition as an MSO is to be able to get more efficiencies at scale, which means that I'm negotiating on behalf of people. Do you feel in that role sometimes now I am here to negotiate a better deal for you? I'm here to be the pro negotiator. Is that ever the case? 

[00:16:12] JT Thompson: I grew up in and still live in Louisville, Kentucky, where there wasn't a lot of ice hockey. But I understand what you, I understand the the role, and I would tell you that certainly my approach in this capacity is far more carrot than stick.

I don't believe in, in, pounding the table and telling, our partners this is what I'm here to do, I'm here to enforce this or to do that. It has to be much more in a support way, but I do believe that we can deliver That are game changing and allow us to do things we can go be the person to negotiate contracts, whether it's with, payers or suppliers, we can take that lift off of our partners are used to have to do that and they can trust us to do it.

And if they want us to be the heavier business partner deliver of a message, happy to do it. But certainly not a, We'll never be in an environment where we're telling people how to run their business or how to be clinicians or how to do things. Our job is to learn from them, not to teach them.

[00:17:09] Griffin Jones: I know that you can't share specific details of any contract negotiation, but can you share, to the extent that you can share, can you think of a recent example where you employed some of that to get a better deal for the partners in your network?

[00:17:23] JT Thompson: Absolutely. I would say it's almost always because of really good data. It's almost always an education process. I think one of the interesting things about our space and the growing nature of it and the growing nature of companies who want to provide this service on behalf of their employee base and insurers who are responding to that by developing products, it is unique and they are, the, having been in other healthcare verticals, whether it was the hospital business or the long term care business or others where the insurance companies have the ability to outdating you and that's frustrating and doesn't necessarily give you a ton of leverage in our space at the moment we're educating payers, we're educating Thanks companies who want to offer this service around the journey and the outcomes and the possibilities.

And that's fun. And they believe it. And so I think showing up in a meeting with a payer where we're toe to toe with them on having, real data to share has been powerful and has helped us create products alongside of them that are good for everybody. 

[00:18:29] Griffin Jones: They have the ability to out data you, meaning like they have more information on other clinics and other providers, like what other kinds of data do they have?

[00:18:38] JT Thompson: Or even more than, even more about your own business, right? The traditional insurers of the world have been underwriting, hospital care forever. And if you're a single hospital provider or something smaller and you show up, to a gunfight with a knife, you're in trouble.

And so you want to be on equal playing ground. And I think what we, where we do in our business is we're educating the payers about fertility space. It's not an area they spend a ton of time in. They don't have a ton of history. That's allowed them to create good or bad expectations about it.

So that's been a would say a fun if that's the right word to use, a welcome portion of these conversations is that they're very much collegial and cooperative. And not just negotiating over a nickel. 

[00:19:25] Griffin Jones: How do you close the gap between that data powerhouse that they have and like you said, you, you've been able to meet them with a lot of data of your own. How do clinic owners close the gap with big insurance companies? 

[00:19:42] JT Thompson: I do think that's one of the value propositions that we bring as we try to expand our own, our own footprint is that we can do that on behalf of people. It would be very tough for, a single clinic owner or a much smaller business to, to walk into.

So I do think that's one of the things that the larger of us in the industry and one of the things that we do well, and we're doing it well not just on our own behalf, but on behalf of the industry. The really cool thing about this space is the untapped market. 

[00:20:13] Griffin Jones: I wanna ask about that negotiation of scale and get your opinion on a little difference of viewpoints that I've heard people express.

So the first time I had heard one side of the argument was a practice owner, an independent practice owner, and a. Quite a large market, a top 10 U. S. market a decent size practice more, you could count on more than one hand how many REIs they have. And this person's viewpoint was, the network doesn't really matter in terms of negotiation.

It matters how the market share you have in a particular market. Meaning if you've, if you're in LA and you've got just 5 percent of the market there, and then you're in Seattle, and you have 10 percent of the market there, that doesn't matter as much as having 42 percent of the market in Orlando.

And and then I had David Stern of Boston IVF on the show and he said, no, I don't think so because he said, I think even when you have smaller market share across the country. You have relationships with Blue Cross Blue Shield and you also have precedent like case study. And so I can see both sides to, to those viewpoint. Where do you fall on that? 

[00:21:28] JT Thompson: I would say I see both sides as well. To be clear, I think, if you look at our footprint we've certainly attended toward the former, which is, we're the largest provider. and Texas with a large supplier in Florida. There, there are we agree that affords you a seat in the table, whether it's a bigger seat or not.

Certainly it does, but I have to agree with David that across, being able to be in have experience in a number of different markets. helps. I mean learning and again very much appreciate my experience across healthcare service companies and this one's no different is that you know when you're in one market you're in one market.

Even you know Austin's different than San Antonio as close as they are. So you really do need to be tailored to market specific and have those experiences. They could absolutely inform the conversations and as it becomes a national, as we're certainly a national provider and others are as well.

I do think that helps relative to the conversations and just the credibility that we have with these payers and these providers that we do have experience in a number of places that certainly can't hurt. 

[00:22:34] Griffin Jones: Coming from other areas of healthcare, when you got to the fertility space, did you find that the insurance companies were doing things in the fertility space that, that you thought hang on, that's not, that's Fair, or just that's not how you do it in other areas, why are we being held to this standard or they were looking at things maybe more scrutinously or taking things that you were presenting at less of value than in other areas of medicine?

[00:23:01] JT Thompson: I don't think so. I don't think their behavior or method of operation is intentionally different across sectors. I just think this is newer. I think it's a smaller piece of the pie to them. And they don't have as much data to understand it. It's evolving. The way the business has evolved certainly it's a baby in and of itself compared to other industries. No, I don't think there's any intentional 

[00:23:24] Griffin Jones: no, not intentional, but to your point, because it's smaller, they look at it differently. I 

[00:23:28] JT Thompson: think it's, I think it's, I think it's just lack of, I think it's lack of data. I really do. And I think that's, what's been great to be partners with people is to share data and share outcomes and help design products that make sense on behalf of our patients.

[00:23:41] Griffin Jones: What questions do you wish doctors would ask you more frequently? 

[00:23:46] JT Thompson: That's a fair question, and I don't know that I have a great immediate response to it. I really I love the interaction with it. It's, again all of the Opportunities I've had across healthcare have really almost exclusively been about having a great relationship with physicians and physician partners and caregivers and clinicians.

And I think just developing their trust that we bring value to the table that helps them do their job better. If I'm having a conversation with a physician a partner, a physician or a clinician where the questions are about, financials or results or then they were probably missing the point, if we're not delivering stuff that they, that makes sense to them, then we've got to get better at it.

Now what are the fun conversations around how do you help us grow? How do you help us add to our existing practices? How do you help us get more efficient? What aren't we doing that we could be doing? Those are where the conversations are super productive, right? How do we grow together?

Again, I think this space has such enormous growth opportunity within existing footprints, right? Just the untapped market share within existing markets is super exciting and I would hope that our partners see that and get excited about it. I think those are the partners that, that, that match the best with us, are the ones who really wanna grow their practice.

[00:25:13] Griffin Jones: Those growth areas are another area where you're not gonna be able to share the specifics of what Inception's doing, but to the extent that you can share what should people be paying attention to, of here's areas that the average practice owner might not be paying attention to, of ways to grow their business.

[00:25:30] JT Thompson: I think it's probably really about how to be very efficient with their own time and their own schedule, I think what the inceptions of the world and the people like us should to do, and certainly what we think we do in our, and try to get better every day and get better, is delivering in a way for them to create efficiency, and I think what I find in this space versus others, is the ability to create more volume and more productivity with the same hours in the day.

That exist which isn't always the case, and I think demonstrating that we can help grow the patient base and the patient volume without necessarily having to add more clinicians is pretty powerful. Now, there's also, we obviously want to grow the businesses by, by, recruiting new partners into these practices and and growing the footprint that way. But I think the opportunity to grow the business With the existing set of resources, it's pretty powerful. 

[00:26:27] Griffin Jones: You view Net Promoter Score as a tool that the CFO should have in part of their presentation, argument, review of the data, because I have come to really see efficiency as not just, something that is over here in business operations.It really is.

And I think of a friend recently who told me about going to see a clinic that I know and was not pleased with that experience because her words were, it was archaic. She just felt like everything was archaic. inefficient, slow, unresponsive. And and then she went to another clinic in her city, who I also knew her provider and I know that company, and she was much happier.

So I'm giving all of this context because I wonder if when you're portraying things of, here's how you could be spending your time. Here's ways that you could be spending less time on this and more time on this that people might say, yeah, but I'm the doctor. I have to do this. And I wonder if the net promoter score is a tool that CFOs could use in that toolbox to show, okay, not only is it a efficient use of time, but it's clear that what you're perceiving as personalized care might not be.

[00:27:58] JT Thompson: I'm gonna, I'm gonna say, first of all, I'm a 100 percent believer in the net promoter score mostly because ours outweigh everybody else's industry, so we're the best. So I, I think the concept of it 100 percent makes sense. I've been in industries where I don't think it matters as much. To be honest, here, I know we do well.

Our industry does well. We do better than others. But yes, I think demonstrating that the customer feedback and sharing that is real is, again, very powerful. I think showing good scores and having good experiences and being able to report on it in a way that is actionable, I think is fantastic.

I think that's, again, all of our clinician partners want to do good. They want to deliver a great product. Our company is as TJ very well, founded on patient experience. The entire principle around everything that we do here is patient experience, whether it's in the clinics or any other ancillary businesses we have.

That's the fundamental premise of anything that we do each and every day is patient experience. I have to sit in this chair, CFO or otherwise, and tell you that we absolutely believe it matters. And so the net pro score is great. Ours scored very well. There's obviously other ways to measure it.

I think we've got phenomenal efforts from our, our, our marketing and customer experience efforts that we continue to create data and results that are supporting what we do and point to areas we can improve. So absolutely believe that. That not just the company or our corporate executive reading score can act on it, but it's delivering, tangible feedback that needs to be respected.

[00:29:41] Griffin Jones: As JT mentioned, fertility clinics are often at a disadvantage when negotiating with insurers, but there's a way to offer patients more certainty and peace of mind. 70% of IVF patients need more than one cycle, and with costs piling up, especially with medications. Bundle steps in to offer a guarantee.

Patients get coverage from multiple cycles, including optional add ons so they know exactly what their financial commitment is up front. By partnering with Bundle, fertility clinics can offer their patients not just a service but peace of mind. To learn more about how Bundle can help you support your patients with transparent, guaranteed pricing, head over to BundlFertility.com.

That's B U N D L Fertility. com and empower your practice to provide a better financial experience for your patients. patients and a more favorable experience for your clinic. As a CFO, how do you think about accurate forecasting and not forecasting for the sake of putting numbers in? An example that I have outside of this field is my first job out of college, I was radio ad sales, Clear Channel, I think it's called iHeartRadio now, but at the time they were the biggest radio company in the country and 100 percent commission only.

Sales, here's the phone book kid, go close a couple deals as a 21 year old, go figure out how to get this 55 year old business owner to give you some of his money. And that was their model and each radio station had probably 10 sales reps and a cluster in a big market would have five or six radio stations.

And so across the country, you had somebody at the top, Some CFO, JT, decided that we need forecasts for what we're going to sell this year. And in a model like that, it was just BS. It was just saying I have no idea how many deals I'm going to close because I'm knocking on doors.

I'm, column people and sometimes I get a whale and sometimes I don't but it was, it was making these projections so that somebody could present it to somebody in a board and it was all BS. So how do you approach forecasting so that, it's accurate? 

[00:31:53] JT Thompson: I'm going to give you an answer that that may make sense given what you just described. One of the lines that I use each and every time is that the second that I'm or anybody in our role is finished with a forecast or a budget, it's exactly what's not, what not is going to happen, right? It's just by its nature. We're going to be wrong, right? It's not going to be accurate.

That said I think the, it is important to have your pulse on the near and medium term expectations. I think it can absolutely help us manage our businesses efficiently. And I think about forecasting in the way not traditional CFO, here's the budget for next year, here's a five year forecast of our business.

Those are things that, in my role, I have to do for, lenders or boards or other constituents and for ourselves but the reality of a forecast that helps the business run is what's happening over the next month, the next three months, what do we see that's happening, and what does that mean for us?

What does that mean for staffing the business efficiently? Again, we're no different than a lot of healthcare businesses. We need to be really good about knowing who's coming to the door when. Whether it's the hospitality business where you have to staff a hotel based on volume that weekend we need to know, we need to have good visibility into what's, what are these full walls going to look like next week and next month and the next three months and that way we can help our businesses be efficient.

So I do believe strongly in, in the benefit of near and medium term forecasting and I get the traditional, longer range forecasting that we need to do as a business. They're very, very important just used differently I think. 

[00:33:28] Griffin Jones: How do you view the difference between what are actually key performance indicators and metrics?

 because I think people tend to mix things up and think that, any metric is a KPI and. In most departments, at most levels, there's probably not that many, right? There's probably four, five, six key performance indicators that are leading indicators that, that people really need to pay attention to.

And everything else is just a metric that if one of those KPIs is really off, then you dig into the metrics to see why that KPI is off. But really you're. The numbers that you're paying attention to, your scorecard, probably isn't that long of a list. What do you think are the key performance indicators for most providers in our field and what are metrics?

[00:34:19] JT Thompson: You're still in my stump speech. I think the my, my story as I put teams together and join firms like ours and partnerships is, it's not one thing that you need to see, and it's not 10. What are the three things that you really need to see, or the four things that you really need to see?

And you're spot on. There's a handful of things that matter. Volume metrics are important to our business. Obviously what, what does it look like to have, a retrieval or what does it have to ultimately have, A successful, pregnancy, all of these things are true.

I think in our case, we need to understand the types of services that we're doing for any particular patient along the journey because they can be different. And so there's a handful of things that I think are pure, I'll call them volume related that are important to me as a business every single day and delivering that, that information to our operators and our physician partners as regularly and as timely as we can helps understand, what's, how do we manage the business that we have in front of us?

What type of patient is it? For more information visit www. FEMA. gov what services are they looking for? So those are about it, there's a couple of metrics there. To your other point, without getting overly I'm also, while I really love data and I love to report on it and I love to stare at it and see what it's teaching me.

I don't want to look at 20 metrics every week or every month either but there are things that we can then look at a little bit retrospectively to learn from. I would tell you that in my chair and I know I share this with TJ and all of our executive team, you'd much rather be looking through the windshield than the rear view mirror.

I just think that's the way to run a business is to see what's ahead of you, not what was behind you. But you really do need a handful of things looking backwards to learn. We allow our monthly reporting that looks more like traditional, financial reporting with metrics to spot trends, to see things that can help us. But the real KPI activity is about looking at the windshield. 

[00:36:10] Griffin Jones: What do you view as it, it's a resource. Maybe if you can think of one like it, a book that you might recommend to people that are. I'm particularly thinking of young, the younger doctors that might be listening. I'm, I probably should just make this a default question that we send to our guests ahead of time so that I didn't give you a chance to think about it.

But I, when you think back, do you think of a couple of aha moments? That that were either from either mentors or maybe it was something you read or just, lessons that you carry on and go back to fairly frequently. 

[00:36:46] JT Thompson: I would tell you most of this conversation this morning, Griffin, is really bounded on a couple of aha moments early on in my career around measuring what matters being efficient.

I was in some businesses early on that struggled where you really had to batten down the hatches and understand what was important. I don't have a, I don't have a book that I would particularly point to, although I'm a reasonably I wouldn't call it voracious, but I do love to read business books and theory books and management books.

I don't have one that I would, that I hand out to my teams necessarily. I do think it's a, in my case, it's a cumulative set of experiences. But I'll, there are a couple points to your question where and my theme here of KPIs, important KPIs really came from an operating partner I had in a business where we were, we were fighting to make sure the business was going to work and he said, you got to give me, you have to give me these three things.

I have to trust it and you have to give it to me right early. And if you do, we can turn this business around. And we did. What were those three things? And so I just said. And in that case, it was a, it was a hospital business and it was staffing metrics and volume metrics and and how to manage that.

But again, it's a principle around, what is it that, what is it that matters? And I think so those are, there have been aha moments. I was lucky enough to start my career and spend most of my career in businesses that are all up and to the right which is, a finance guy wants to look at a, you want to look at a chart or graph.

Up to the traditional, CFO in the ear, you want everything to be going up and to the right. Growth is good. And I've been blessed to be in, in almost always businesses that are like that. But the couple of times you spend in businesses that are going, not the way you'd hope for whatever the reasons would be, you learn the most about yourself and the people around you when times are tough.

And you build from that. Those are just the, I would say the grounding couple of principles that, that keep me grounded and that I bring to each opportunity I get to be part 

[00:38:38] Griffin Jones: of. How do you think about assessing some things that are at least partly speculative? So I guess I'm I'm viewing as a CFO, you want to remove as much speculation as humanly possible.

I. I believe that there's probably some that you can't remove, and I think of, if we go to this office here, here's what we could project, or if we get time lapse imaging, here's what we could do, but there's always assumptions embedded, and I think Yeah, especially when you think of brand driven companies, especially when it comes to some things with the brand, there's a je that is hard to project. Do you, does any kind of quoi make a CFO's skin crawl? Or how do you think about future value that, maybe can't be 100 percent accurately reflected in projections? 

[00:39:38] JT Thompson: So this is where I'll another area where I'll deviate from the central casting CFO. I'm pretty comfortable in the speculative area. I'm pretty comfortable not, I don't want to use the word risk but I'm okay trusting conclusions that people collectively make that are built around assumptions we all agree on, even if we end up being wrong. And I think you can learn from me at RON. I'm not a so I'm not as, that doesn't scare me. It doesn't give me the shivers as you just described around, no, that's too speculative. We can't do that. I'm, I like to learn from most types of things. So I'm very comfortable in areas that aren't as cut and dried. I'm quite comfortable operating in, in an environment where.A bunch of smart people are making assumptions together and making decisions together based on that. And if we're wrong, we pivot quickly. 

[00:40:24] Griffin Jones: How do you view timeline in terms of when someone's saying, Hey, I think this will be really good for the return on investment, but maybe it's not. It's a little bit longer of a timeline than than makes sense for if you have investor obligations, that it's we've got to increase value, we have to be able to turn this thing around within a certain amount of time and you have people saying we definitely need this for the long term, doesn't, in the, at least in the, maybe 24 month forecast, it's, it doesn't, It's probably not going to work. How do you think about those types of dilemmas? 

[00:41:02] JT Thompson: Sure. I, what I would tell you, and this is probably in the in the vein of investors or partners or folks who are expecting timelines. I view that you make decisions about running and managing a business as if you're going to operate forever, as if you have a long timeline and those always lead to the best decisions.

I don't, I try never to be in a position where I'm We choose not to do something because we think this can take two years and we really need something that's going to work in six months. Now, they both types of projects exist and it's a little bit of nirvana probably for me to describe that, that you'd like to make all of the decisions that way.

But it's certainly where I start and where this team starts is, what's best for the long haul. What's best, this is the business that we're building. For a really long period of time and whether it's, one of the other ancillary service businesses we might get in or whether it's, changes to things that we do to help our practices be better we're not measuring it with it has to produce something in six months or it's a bad idea.

If we think it's, if we think it's the best investment and the best thing to do to build this business for the long haul, then. We're all gonna get behind it. I appreciate the nature of the question, which is, I don't, I, whether I had a a lender or investor or a shareholder who, had a different viewpoint I I wouldn't present everything as well. It's gonna take us 10 years, but let's do it. I think that's a little unrealistic. But I really try to make decisions that are independent of. Some artificial timeline. I 

[00:42:31] Griffin Jones: said I stole half of your stump speech, but I'll the other half is yours to conclude this show with however you'd like.

[00:42:38] JT Thompson: But look, I appreciate the time. As you and I talked about, and I'm happy to be the first in this role, hopefully of many. And I think there's a lot of I'm biased about my specific set of training and those like me who can be great partners to our executive teams and to our our operating partners across in our case a set of brands.

 My role and it's been a blast to play it here alongside of TJ and our great executive team at Inception and had, a handful of experiences like it where I think that's what I consider my toolkit around, businesses that are at this size and with this significant growth opportunity.

How to bring those experiences to bear. I think my favorite philosophy, if you will is experience sharing. I don't think you tell people what to do. I don't think you, you try hard not to. I try hard not to say, this is what we're going to do and this is how we're going to do it. What I like to fall back on is this is, I saw this before, I've seen this challenge before, this opportunity before, and here's how we did it, and it's changed.

I wonder if it'll work here. That's just a philosophy that I try to do, whether it's building the team or whether it's, presenting new opportunities. It's, how do you bring, how do you bring experience to bear? So probably my best partner philosophy I can have is at this stage with the set of experience I've got is how can I best utilize those and help people.

[00:43:55] Griffin Jones: BT Thompson, CFO of Inception Fertility. I look forward to having you back on. Thanks for coming on this time to the Inside Reproductive Health podcast.

[00:44:03] JT Thompson: Griffin, great being with you. Have a great day, man.

[00:44:04] Griffin Jones: Patient finance is a big area for dropout at your practice and a big area for your negative online reviews. See how Bundle's multi cycle programs can make that experience seamless for your patients. Visit Bundle, B U N D L, fertility. com. 

[00:44:21] Announcer: Today's advertiser helped make the production and delivery of this episode possible for free to you. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the advertiser. The advertiser does not have editorial control over the content of this episode, and the guest's appearance is not an endorsement of the advertiser. Thank you for listening to Inside Reproductive Health.

 
 

235 The Fairness of Evidence Based Medicine in IVF with Professor Charles Kingsland

Today’s episode is paid content from our feature sponsor, who helps Inside Reproductive Health to deliver information for free, to you! Here, the Advertiser has editorial control. Feature sponsorship is not an endorsement, and does not necessarily reflect the views of Inside Reproductive Health.


How does shaking hands on transfer day, and the day the news broke about Princess Diana’s death have to do with evidence- based reproductive medicine?

Professor Charles Kingsland,the chief medical officer of Care Fertility in the United Kingdom, with over 40 years of experience, reviews the spectrum of standards for evidence based medicine, and draws the line on what he thinks is fair.

Kingsland shares his own blending of evidence-based practices with personal rituals.

Tune in as Professor Charles Kingsland explores:

  • The role and importance of evidence-based medicine in reproductive healthcare

  • His unique perspective on the necessity and limits of evidence-based practices

  • Personal superstitions and rituals he performs during IVF transfers

  • The interplay between nationalization and privatization in the field of IVF

  • The impact of daily news on his medical procedures

  • The balance between strict medical evidence demands and patient freedom

  • The ethical standard of "do no harm" and its relative interpretations

Listen here and now

Professor Charles Kingsland
LinkedIn

Care Fertility
LinkedIn
Instagram

Conceivable Life Sciences
LinkedIn
Instagram


Transcript

[00:00:00] Professor Charles Kingsland: I have to shake everybody's hand in that theatre. So I shake the nurse's hand, the embryologist's hand, the patient's hand, and the patient's partner's hand. Because if I do not shake their hands, they're not going to get pregnant. Now, you cannot tell me that that is impossible. Evidence based, but I, it's important to me.

[00:00:20] Griffin Jones: You know who brought this rich conversation with Professor Charles Kingsland to you for free? Asian Egg Bank. Listen to the name, Asian Egg Bank. You know your patient populations. You know their needs. So you probably know you're going to need Asian Egg Bank. You might want to start that relationship now if you haven't already.

To learn more about Asian Egg Bank and the benefits of their frozen egg donation process, head to asianeggbank.com/for-professionals. That's asianeggbank.com/for-professionals. 

[00:00:52] Announcer: Today's advertiser helped make the production and delivery of this episode possible for free to you.

But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the advertiser. The advertiser does not have editorial control over the content of this episode, and the guest's appearance is not an endorsement of the advertiser.

[00:01:17] Griffin Jones: Do you practice evidence-based medicine? Are you sure? How much of it should you be practicing? All the way to the extent that every treatment or therapy has an unequivocal benefit to the patient? Or is there room for, nay a need for, the fringes of medicine, provided that the measure in question does no harm?

I wax philosophical on this topic with my guest, Professor Charles Kingsland. He's a reproductive endocrinologist and the chief medical officer of care fertility in the United Kingdom. He's been at this for a wee bit, 40 years. He worked with Dr. Robert Edwards. He saw the early days, saw privatization, saw nationalization, and the mix of those two in IVF.

Charles talks about the different grades of evidence. He talks about his own superstitious practices, which I find pretty hilarious. He does this after or before every transfer. And why the big news story of the day matters to him when he's doing transfers. Why he still does these little rituals even though he knows it's superstition and nothing based in evidence.

And what demands of evidence based medicine he feels are necessary, and which demands are unfair to the patient's consumer freedom. We talk about the standard of do no harm and the relativity of the range of harm. Charles was a fun guest. You're gonna like him. He's an engaging guy to have a conversation with.

And there's a lot more that I wasn't able to get to this time, but I will have him back on for a future episode for, and I alluded to that theme at the end of this conversation. Now have at it. Enjoy this interview with Professor Charles Kingsland. 

Professor Kingsland, Charles, welcome to the Inside Reproductive Health podcast.

Professor Charles Kingsland: Yeah, thank you very much, Griffin. It's great to be here. 

Griffin Jones: You're now the third guest from CARE Fertility that I've had on the show. I've had Professor Campbell twice. I've had the CEO, Dave Burford, on once. People are going to think that I don't give any other representation to any other UK clinics. It's partly because CARE is so big and so there's different roles of folks to talk to.

It's also because I've gotten to know some of you over the course of the years. I am amenable to having other UK guests on, so if there are other UK CEOs and clinicians, you're welcome on the show. Just drop me an email. Charles, you and I, I believe, have only met in person once. We met very briefly at a dinner hosted by our mutual friends, Joshua and Alan, but I understand that you've been in the space for not a short while now.

And you may have seen some changes over the years. And I want to talk about those changes. I want to talk about that within the context as the ventures that you're involved in expand to different geographies. But maybe you could set the scene of just your initial foray into this space and, and give us the summary of how it's developed.

Yeah, 

[00:04:02] Professor Charles Kingsland: well, I, you know, after the show, Griffin, I can give you some names of, of of other colleagues in the UK. I'm sure they'd be more than happy to to join you. 

[00:04:11] Griffin Jones: Of people that don't work for you?

[00:04:11] Professor Charles Kingsland: Yeah. And getting Alison Campbell twice. Wow. That's yeah, I that's that's some some feat. So, yeah, well, you know, I, I actually became a a fertility doctor by accident in oh gosh, in the late eighties when I was a trainee registrar.

It was tradition then that. Once you've done your basic training, you spent a bit of time specializing and, and I felt the need, having been trained in and around Liverpool, we always had to spend, felt the need to spend some time in London. So, I applied for any job that was going in London and there was a gynecological ultrasound post at King's College and I went down there for the interview, and all the, in those days, it was all very sort of, basic, all the candidates sat outside, we went in one after another we came out and sat outside, and the door would open after a period of time, and the professor would come out and call one name, and And the rest of us would go home.

On this particular occasion we, we all went in and had our interviews and my name wasn't called out. However an elderly gentleman came out and said, Dr. Kingsland you were, you were not successful this time, we gave the job to the local candidate, but I I have a research fellowship coming up in a couple of weeks time, would you be interested in, in my research fellowship?

And I said, well, yeah, I would, but who are you? And the guy was Professor Howard Jacobs I didn't know at the time, but he's a world renowned reproductive endocrinologist. Reproductive endocrinology is basically reproductive hormones. And so I, I took the job and part of my role, I, I joined a world class team of, of researchers and part of my role was to look into a particular hormone and its role in IVF, IVF with Just taken off then, the first IVF baby was, was just about 10 years old.

There were only about three or four IVF units in the country, but I was asked to go and train for a period of time at Bourne Hall, and Bourne Hall was going through a transition. Patrick Steptoe, the founder, the guy, the ecologist, had recently died, and Robert Edwards was now On his own, the first set of researchers that had moved off ironically one of those junior doctor, junior doctor.

Scientist at the time was a chap called Simon Fishel, who went on to found CARE, for whom I work with now and his lead embryologist was Robert Edwards, who was to anybody who knows about IVF, was the founder, the first, he was the, the, the founding scientist who, who was responsible for the birth of the first IVF baby in the world, Louise Brown.

And I didn't realize at the time what an amazing opportunity was for me because we'd be there seeing patients, he'd be in the laboratory, I'd be doing the gynecological bit, collecting eggs, and in those days it was a bit like the Wild West, you know, we, we finding eggs, human eggs was, was no mean feat and we'd be there in the laboratory and I would send over the the fluid from from the patient's ovary and Robert Edwards would be looking for the looking for the eggs and he'd say no egg no egg got granulosa cells great and then I'd send over some more fluid and he'd shout I've got the egg I've got the egg and he'd come out and he literally you Wave his arms around him.

The thing that I remember about Robert was that he was Incredibly enthusiastic, but not only that and as you know, he went on to win the Nobel Prize He had, like many Nobel Prize winners that I've met over the last 40 years, this incredible ability to make his Subject appear not only really interesting, but very straightforward and simple.

That was a mantra that I've taken with me over the last 40 years that, and it just serves to, to to underpin the fact that what we do now in IVF is actually not that complicated. It's, you know, it has this aura and mystique about it, which in fact we have been partly responsible for creating that ourselves.

The first IVF baby was born in the UK. In Oldham, which is a little town outside Manchester, the reason why The baby was born in Oldham was that Patrick Steptoe, the gynecologist was a guy, was a consultant in Oldham and he'd learned, he'd gone over in the early 60s to, to America and learned a technique called laparoscopy and it was where a telescope would put it, you could put a telescope into your abdomen and see the contents of the abdomen.

Really like through a little tiny keyhole and Robert Edwards heard about this guy and recognized that this was the way that you could collect eggs. Before that, the only way you could collect human eggs was to make a cut in the in the patient's abdomen, but now using laparoscopy, you could actually do it through a keyhole.

So Robert Edwards and Patrick Steptoe met and Edwards took his laboratory up to Oldham, where Steptoe worked, and that's where the final experiments were done on humans, and it was actually The 106th patient that they, that they did IVF on that got pregnant, that woman was Carol Brown now when the first baby was born in 1978, there was a huge outcry from the National Health Service about this great new world, babies being grown in test tubes, to the point that the, the two of them were actually made to leave the National Health Service in Britain.

The demand had been created, so they moved and bought an old Jaffa Beat Hall, which was 15 miles from Robert Edwards Laboratory in Cambridge, and that was the start of Bourne Hall, the world's first IVF unit. But, that, that where it cre that was where the first myths were created about IVF, because it was shunned, the divided opinion, everybody has an opinion on fertility treatment and it was, it, it divided opinion amongst the population.

The National Health Service was just not ready for this concept of growing babies. In test tubes, and so the, it, it had to grow up in the private sector and patients had to pay for their treatment because the NHS wouldn't recognize or wouldn't mandate insurance for it. And it was only in the early to mid 80s when the National Health Service started Buy IVF back.

Firstly at King's College Hospital in London, then in Manchester, and then two or three years later, I left London and moved back to Liverpool, and that's where I started my first IVF unit. I had this idea though, this strong commitment that IVF should be available on the National Health Service. So I lobbied healthcare, I lobbied patients and worked have together with the, with the patient support group and my nursing and staffy scientific colleagues.

We managed to get funding for the National Health Services IVF treatments, so that I was very proud of the fact that anybody was under the age of 35. Who, um, had a body mass index under 30, who nobody on the planet called mummy or daddy. They were entitled to two attempts at IVF on the National Health Service.

And it was and we grew. The first year we did 90 cycles. And then in we grew to 200, 300, and when I left the National Health Service in 2017, the Hewitt Center was, which was the, the unit where, that I founded. was the largest unit in, in the UK offering NHS treatment and we were doing about 3,000 cycles and around Liverpool.

And that, at that point I felt that it was time for a change and that's when I joined Care Fertility, which were, which are the largest independent group within the United Kingdom. And we have about 15, I think it's 15 laboratories, 25 facilities. Clinics, and we do about 12,000 cycles of IVF, of which about 35 percent is funded by the National Health Service.

[00:12:50] Griffin Jones: So from public to private to back to some public. From a few cycles in the era of the idea of test tube babies to 12,000 cycles a year, one of the things that you said was that, well, it turns out it's not that complicated, but you also said that it's no easy feat to find an egg, so reconcile those two notions for me.

[00:13:20] Professor Charles Kingsland: In the early years we, we, we could only collect eggs through laparoscopy, so it needed an operation and a general anesthetic for the woman. Collecting sperm was a lot easier and techniques have not changed for collecting sperm over the last 20, 30, 40 thousand years. But one of the great breakthroughs in, in IVF was the advent of ultrasound.

This is where you could, you could put ultrasound waves through an abdomen and you could see ultrasonically where the ovaries were. And therefore, By guided ultrasound, you could then put a needle through the abdomen without recourse to an operation, and then put it straight under ultrasound guidance into the ovary.

Now, in the early days, we could only do it through the abdomen, and you could only ultrasound waves. So the patient needed a full bladder, and we would sedate the patient and put the needle into her abdomen, in through the front of the bladder, out of the back of the bladder, and into the ovary. Now, that was quite un, un, it could be quite unpleasant and painful although we did, we did most of those procedures.

Under local anesthetic, so they were tolerated, but it was, it was a bit Heath Robinson, and then in the early to mid 1980s, we developed vaginal sound, so that you, instead of putting the abdomen, the probe onto the abdomen, you could put it Transvagina, into the vagina and get a very, very close look at the ovaries, which are actually just on top of the vagina.

So you could, so you could actually put a needle, a very fine needle, through the top of the vagina and straight into the ovary, which made seeing the ovaries and collecting eggs from the ovaries infinitely more easy. And now the vast majority of All patients will have their eggs collected transvaginally and it only takes about 10 minutes to do.

It can be done quite successfully under general anesthetic, under local anesthetic. Very few times do you need a general anesthetic. Takes about 10 minutes, patient has a cup of tea and then goes home. And it's so it's, so really the technique of collecting eggs has not changed.

[00:15:45] Griffin Jones: When it comes to certain things like meat, fresh, never frozen is a selling point, but in terms of fertility, that's not necessarily the case anymore. Asian Egg Bank believes frozen egg donation has come a long way and the protocols and results are only getting better and better. The industry went through a change over the last couple of decades and it started with egg vitrification.

Cryogenic techniques for sperm banking have been around since the 1970s, but the vitrification protocol first came along in 1999. Then we started to see the shift from the traditional matched egg donation system to the frozen egg donation system, including a variety of benefits to the latter. One advantage to frozen egg donation is efficiency.

Frozen donor eggs are available immediately. With fresh donor eggs, patients are matched with the donor and that process can take two to four months. Also, fresh egg donation results in a lot of additional embryos and is inherently more expensive. Then what to do with those extra embryos is an increasingly sensitive topic, considering recent court rulings in places like Alabama.

More good news, research Research shows that frozen egg donation resulting in live births are roughly on par with fresh eggs. And with improvements in protocols, any gap that exists is closing. At Asian Egg Bank, they're researching and reviewing the current process of oocyte vitrification and warming, and this work is showing very promising results.

There will always be a time and place for fresh egg donation, but frozen egg donation makes the fertility treatment process more efficient, more affordable, and less wasteful overall. This message has been provided by Asian Egg Bank. Discover the benefits of frozen egg donation from Asian Egg Bank. Visit AsianEggBank.com/for-professionals. To learn more, that's AsianEggBank.com/for-professionals. I didn't realize that it wasn't, that retrievals weren't done transvaginally in the beginning. I didn't know that. And Oh, gosh, no. So, of all of these changes over the years, what is your view of evidence-based medicine and seeing some techniques develop that have likely been positive, but as you mentioned, there are some other things, like perhaps the technique of retrieval, that have changed very, very little.

So what Yeah. Are you seeing has been the fruit of evidence based medicine, and what do you see creeping in that you don't feel is supported by the evidence? Evidence based medicine 

[00:17:56] Professor Charles Kingsland: is a, is a concept of the 90s, 90, the 90s. It was developed it was first described in the early 90s. 

[00:18:03] Griffin Jones: What were people talking about before the 90s?

[00:18:08] Professor Charles Kingsland: Well, you see this is the thing that actually makes me smile about evidence-based medicine. The, i, the concept of evidence-based medicine is that, that you provide a treatment or a therapy which is of unequivocal benefit to the patient. Okay? So, for example. An enlightened patient should say to the doctor or nurse who's prescribing medication for her, what scientific evidence have you got that this is unequivocally going to do me good?

So if I said to a patient who wants to get a, who wants to get pregnant, take your folic acid, for example. She could then say to me, well, what evidence have you got that this is going to do me good? Well, I could lead her to the library and show her I have unequivocal, scientifically proven facts that if you take folic acid you've got a better chance of having a healthy baby than if you don't take it.

Same with smoking, stop smoking. Why do you want me to stop smoking, Doctor? Well, I have unequivocal scientific Scientifically proven evidence that if you stop smoking, you have a better chance of getting pregnant. Oh, but my next door neighbor, she smokes 60 cigarettes a day and she's got five children.

Well, that doesn't matter because she may have a higher fertility to start off with, but her fertility has been damaged by smoking. But the thing is, I have had many contracts from many hospitals and never Have I been asked, as a doctor, to do the patient, to do a patient good? In fact, when we get, when we get when we qualify medical school, we have to sign something called the Hippocratic Oath, named after the Greek medic Hippocrates.

And the first rule of medicine is number one, don't do any harm, okay? So I'm okay, I'm in the clear, as is any doctor, as long as we don't harm anybody. And that has been the basis of medicine throughout the ages. So before evidence based medicine, obviously we had, there were therapies that were of benefit, but not many.

And most of, most of medicine was based on Non evidence based, myths, legends, suppositions stories, and why is that? Because, you know, humans love a good story. We love a good legend. I mean, I'm from Nottingham. For me, Robin Hood was one of, he's one of my heroes. I have no evidence that he ever existed.

He wasn't particularly harmful. And even nowadays, most of our medicine that we do is based. on legend. So, for example let's take acupuncture. If, if an acupuncturist said to me, if I went in with a bad back I'm going to put the, this is a, this is a scientific procedure, and I'm going to stick needles in your back, and it's going to make you better.

Or if it's going to improve your sperm count, if I want to, well, that's not true. Because there's no evidence to suggest that that's of any benefit. However, if the acupuncturist said, look, you know, there's very little scientific evidence that this is going to unequivocally improve things. However, it won't harm you.

It may make you feel a bit better, it may make you feel as though it's benefiting you, and in the whole scheme of things, that's fine. So you walk into, you know, I, I can remember just recently walking down fifth Avenue, walking into a, a herbal shop. And there's, there's, there's shells full of all these herbs, vitamins and minerals, and purporting to do this, that and the other.

But there's no evidence to suggest. That they, you know, by taking alpha, beta, gamma, glutamyl, placental transferase, it's going to improve your chance of having a baby. If you, if you're taking something that is non evidence based and you happen to get pregnant in my specialty, the IVF. Like for example, I don't know vitamin D or oxycodone 10, you know, or some medication and, or you're getting pregnant, you're desperate to get pregnant and you have reflexology.

And then you get pregnant. That is called coincidence. It's not cause and effect, it's coincidence. It's a happy coincidence, and, but there's no scientific, you know, I can remember patient said to me once. Oh, no, he went on, on the internet and said, Professor Kingsland has magical powers. We only saw him once.

We've been trying for a baby for five years. We only saw him once, and I'm now three months pregnant. I'll take that all day long. I'll take it all day long. But that is coincidence. She was gonna get pregnant anyway. And Voltaire said The best doctors are those who intervene when nature was going to take, was going to cure the patient.

That's the, that's the, one of the skills of being a doctor. We've taken it to the nth degree. Now I, I think evidence based medicine is the best. is great. Well, wouldn't 

[00:23:34] Griffin Jones: the lack of evidence, Charles, then be evidence to the contrary, almost? So you talked about the herbal shop. Well, if it seems that in an era of evidence-based medicine, that if they don't have evidence for it means that, well, why didn't they run randomized controlled trials or, or, because it either means they did and it didn't work.

They didn't produce any conclusive results, or they didn't, and then the question is, well, why didn't they? So, in an era of evidence-based medicine, is not having evidence, evidence to the contrary? 

[00:24:10] Professor Charles Kingsland: Well, yeah, but in medicine, and in IVF or fertility, in particular, particularly in the UK, we are very heavily regulated.

The practice of medicine is heavily regulated, which is not the same in many other areas. Spheres of, of of pharmaceuticals or or food products. So, if you often look I remember, you know, sometimes you're driving home from work and you'll, you'll be in a traffic jam and there'll be a bus in, in Liverpool and I'll be on, on the back of the bus, there'll be an advert and there'll be this, this you know, bright tooth, glowing guy, good looking fellow and he'll say, are you tired?

Are you listless? You need Ferro Biotin F, and you'll go, I'll look at that thinking, yeah, I'm tired, I'm listless, I need some of that, I want to look like you, and then if you drive a little bit closer to the bus, it'll say, 75 of 89 patients who were asked, Said they felt better. Well that actually means nothing.

It doesn't mean a thing. You might as well leave it alone. However, anybody who doesn't know about statistics will, will Well, they'd think, well, you know, if it's good enough for those 79 patients, it's good enough for me. Now, in medicine, if I said, oh, you want to take my fertility mint, for example because I've done a trial and 75 of 90 patients improved their sperm count.

That's, that is a, Poorly conducted, non regulated, non statistically significant trial, which I would be pilloried for, but though in other areas, that's fine. I mean, you know, during COVID here's me a professor. I, I, I remember there's a stage of IVF where we have to put embryos back. It's called, we create the embryo, back into the uterus.

an embryo transfer. And it's a very straightforward procedure, takes about 10 minutes. There is a technique, some people do it better than others but most people can do, do well. Now, one of the things many years ago it was the 31st of August, 1997 I think it was, it was a Sunday morning, and I did 8 embryo transfers on that Sunday morning, and all 8 patients got pregnant, and I went home that morning and switched the television on, And Lady Diana had been killed in a car crash.

And ever since that day, one of the things that I do to patients when I put an embryo, trans do an embryo transfer, I say, now you must think what's happened in the news today That's significant because this is the day you'll get pregnant. And when you will say, I got pregnant on the day that, and if I can't find a piece of news.

I get anxious. Similarly, I have to shake everybody's hand in that theater. So I shake the nurse's hand, the embryologist's hand, the patient's hand, and the patient's partner's hand. Because if I do not shake their hands, they're not going to get pregnant. Now, you cannot tell me that that is evidence based, but I, it's important.

Do you really do it though? 

[00:27:46] Griffin Jones: You've done it all these years? Oh yeah, yeah, yeah, still. Every transfer, every 

[00:27:50] Professor Charles Kingsland: retrieval? Every transfer you can, you, you can ask any of the scientists because I have a deep seated suspicion and there's, I don't think there's anything wrong with that. And this is one this is one of the facts where I, I think it's very important that we include non evidence based medicine.

into our treatments. What we have to do though, what we have a duty to do, is to advise the patient. This is not evidence based, there is no scientific data, however, this is the risks, these are the benefits, but importantly, These are the costs because I feel very strongly that you can financially harm a patient by offering them non evidence based medicine.

But, similarly, just in the same way that, you know, my wife will buy a handbag if she wants to feel better. If it's a health issue and you want to spend money on your health, Provided you are fully informed that this is a little evidence based base, as long as it's not harmful, then you're free to do whatever you want.

What you should be allowed, you know, free to do. I remember a few years ago I was working in Cares Clinic in London and I did an embryo transfer on a patient and she wanted some additional treatments to help her through. And I said, you don't need to do that. You don't need that. No, it's not gonna benefit you.

And she complained, and she said Professor, the complaint, the formal complaint was, Professor Kingsland wouldn't allow me to spend my money. I wanted to spend my money on my health. He told me what I could do, what I shouldn't do, but he didn't give me the choice. And I think that was a very salutary lesson for me, that, you know, if patients, you want to spend money on their health, provided they're informed about the risks to the benefits that should be allowed.

And we have this, I'm not, you know, in, in IVF, certainly in the UK, our regulatory authority, the Human Fertilization Embryology Authority, have a traffic light system for evidence-based medicine, and they have treatments which they regulate by, Saying that they're green, amber or red, green is unequivocal benefit evidence-based amber is the jury is out.

Neither benefit nor harm and red is, it is of no benefit or maybe harmful. Now, there are one or two things that that, that the HFEA have regulated, have. They are RED RATED and therefore it's bad medicine. I have to disagree because it shows a, you know, in many cases it shows a fundamental lack of the meds, medical process and how humans want to be treated.

And so And provided we are, obviously it shouldn't be harmful, it shouldn't be expensively harmful, but we should be allowed to choose, and if we want to use vitamins and minerals of a nature of doubtful benefit, or if we want to have acupuncture, or, or, or complementary therapy, that's absolute, if we want counseling, that's absolute.

That's absolutely fine, and that's where I think, just so happens, because money is involved with IVF, we seem to hit that interface harder than anywhere else, because, you know, there are, there are hospitals in, in the UK that are, that are Endorsed by the Royal Family, the Royal Homeopathic Hospital, the Royal Homeop Well, homeopathy, it's great for, for, for many people, many people strongly support and want to be treated by homeopathy.

And that's fine, but there's very little scientific evidence that it's of any benefit. 

[00:32:02] Griffin Jones: So I want to see if we can find a case for some of these things that are, are not harmful, but to, for, allow for medicine that isn't evidence based beyond the, beyond the idea of consumer freedom, beyond the positive association of other events that happened around the untimely death of positive monarchs.

Is there, is there another benefit to So, allowing for non evidence based medicine as long as it isn't harmful because there's something there about advan that that that the fringes of medicine advances. One example that you mentioned you you talked about, you know, Vitamin D and and there not being a A lot of evidence in that supporting fertility outcomes perhaps, but I have had an REI tell me that the number one thing that he recommends for men is vitamin D.

That for, for malvarility in the case of fertility, if you can lay outside under the sun with your testicles out. So this is a clinician that feels very strongly about vitamin D. Do you feel that That that it very, perhaps the evidence says that there isn't the evidence to support that. But is there something about having the the barriers to evidence based stay at At doing no harm, that allows the fringes of medicine to actually produce more evidence.

[00:33:36] Professor Charles Kingsland: Oh yeah, well that's the whole basis of, of progression, advance, advancing technologies and, and, and medical science. So using vitamin D as an example. There, I, there is a body of evidence now that suggests that vitamin D is more than a vitamin. It might, it may, it may have some enzymatic actions on health and general well being and fertility.

It's certainly not harmful, and there is some evidence, although it hasn't reached an evidence base, to appear in learned journals or learned textbooks, that you must take vitamin D. Vitamin D. I would not be as, as strongly supportive as vitamin D as as your your colleague, but there are There are, for example, firm, evidence based facts about improving your sperm count, you know, keeping your testicles cool, having a good diet, not taking not taking steroids, not smoking.

There was a time when we all, when we advocated vitamin E. Now, the basis of vitamin E and male virility and sperm counts was based on rat studies. If you feed vitamin E to rats, they go wild. And it, it improves, it increases their libido massively, and we extrapolated that to humans. But, vitamin E, again, is one of these things, that is not necessarily harmful, there is very little evidence to suggest taking vitamin E will unequivocally be a benefit.

Now, there are more recently, going back to your advancement of science and, and using fringe subjects and looking at them more critically, there is some evidence that vitamin, vitamin E actually might be harmful. in some patients. So going back to what you said I think it is really important that we take these fringe well I call them fringe loosely but complementary therapies or therapies that have not reached evidence based.

And look at them more critically, but subject them to scientific rigor, to the proper randomized trials, and then we can say, yes, they are a benefit, or no, they ain't a benefit, and that's it. Look elsewhere. 

[00:35:55] Griffin Jones: Delineate, for me, the difference between some evidence base versus being truly evidence base. So you mentioned there's some things that have a base of evidence, but that's not the same as being, like, really evidence based.

Is the difference RCTs, is it publications in journals? 

[00:36:13] Professor Charles Kingsland: Tell me about that. So, so we have, we have a grading of evidence. So we have grade A. B, C. Grade A evidence is evidence that has been created by randomized, prospective, well powered trials. So these are the highest quality clinical trials that you can do.

And they have reached a particular strength that you can say, these actually, we're, we're Our results and our facts smoking in pregnancy folic acid, which I've used as an example before. You have, then you have Grade B evidence. Grade B is the second tier of strength of evidence. This is where the evidence has been gathered, not necessarily by randomized prospective trials, but by retrospective trials trials that have looked back at Data that's already been created by case reports, by meta analyses where lots of retrospective trials have been put together with big numbers, and data Or, some say yes, it's better, some say no, but, but, it's, it's equivocal.

Grade C evidence is the poorest grade of evidence, and it's down to, you know, my Auntie Bessie took folic acid in, or she took vitamin B C and she got better that the, the, that that's the, the grade C evidence. And we, we actually in the UK publish NICE guidelines. Well, they used to be called nice.

They're now called NIHC, national Institute of Clinical Excellence. Looks at a particular subject in medicine. And we'll rigorously appraise that subject and give a list of recommendations based on grade A, B, and C evidence. So if you look at grade A evidence, for example in my specialty, fertility, ICSI, this is where a male has got poor sperm and it's, and so what we do, we, With, with his sperm, we will inject a single sperm into the egg as opposed to incubating the egg with a hundred thousand sperm.

Sometimes a male may not produce a hundred thousand. He may only produce four or five sperm. So we take one sperm and inject it into the egg. That is unequivocally of benefit. IVF, IVF works. If that, if that guy didn't have IVF, he wouldn't father a child. So that's the, that is grade A evidence. It's the strongest particular evidence you can get.

I'm trying to think of grade Bs. So, going back to acupuncture, that would be grade, that would be grade B. Some trials show its benefit, other trials don't show its benefit, but no trial will show it to be harmful. So these, they're, they're the sort of grades. And then, as I said before, provided you Get that information from your doctor or practitioner, then it's fine.

You're free to choose. The problem comes when you're, when you are subjected to huge fees for, for treatment that is not necessarily going to be of any benefit. And that is where the difficulty lies for patients. Just getting that, the information that they need to make an informed choice. Is the degree of harm, or the range of harm, is it relative, Charles?

[00:40:00] Griffin Jones: Let me give you an example to explain what I'm trying to ask here. There's a nephrologist in Toronto named Dr. Jason Fung who feels very strongly about prolonged fasting and its benefit in increasing longevity, in reducing chronic disease in decreasing the risk of amputation and decreasing the risk of other bad things that happen after amputation, particularly in diabetics.

But he admits that there's not a lot of randomized controls. It's hard to do randomized controls on anything having to do with longevity, for example, human longevity. Yeah. But There could also be some harm in prolonged fasting that you could bring back out for some people, there might be other complications that happen if you go on a six day fast, but I listened to him talk about that sort of protocol shortly before her.

An elderly relative of mine who was obese and had diabetes had an amputation and then died, you know, within a few months of that amputation. And I had thought about, after listening to that, telling this elderly relative, why don't you just not eat for four days and see what, and, and see what happens.

Now that could be harmful. It could be harmful. But if you're, If you're elderly, if you're at, if you have diabetes, if you're at these risk of certain things, what I'm asking is, is the range of harm relative based on the condition that, that someone is in? 

[00:41:40] Professor Charles Kingsland: Yeah, the range of harm is always relative. We talk about precision medicine.

This is another one of my Bugbears, you know, we, we have these fashions in medicine that come along and, and certain clinics will say, oh, we are advocates of precision medicine. Well, the implication is that the other clinics are not precise. The whole idea of medicine, it is a very precise, Specialty, but we can generalize to a certain extent, but there are some people where you have to individualize their risks and benefits of a particular therapy.

And this is a case in point, you know, the, the 70, 75 year old obese, diabetic may be safer on a a calorie restricting diet over a number of days. I certainly wouldn't, you know, a 20 year old who's growing and developing and needs all the protein they get and they need all the energy they get, well that's not so prevalent in a 70 or 80 year old.

So, it's horses for courses. A liver, one of my friends who's a liver transplant surgeon said to me, you know, it's like saying I'm an alcoholic and I'm not alcoholic. It's very difficult. Some people will damage their liver. with small doses of alcohol. Others could drink bucket loads of the stuff and not get a, you know, not, not get any damage whatsoever.

And it's, it's who you are that counts, not not where you go. I often say this about you know, success rates in fertility clinics. In my experience over 40 years, The vast majority of fertility clinics have very similar outcomes. Okay, there are some that are excellent and there are some that are not so good.

But the majority of clinics are pretty damn good. It's the same as, you know, in, in, I keep using the UK as an example. You know, you go, you go in with a, with a routine problem to a National Health Service hospital. You'll be okay. You know, you'll be fine. But there are, there, it's not where you go for your treatment.

It's who you are. And the skill of the clinician or the doctor or the fertility doctor, whatever your, whatever your disease or disability. Is, it's picking out who you are and what you need. Now, fortunately, the majority of us all fall into a, a basket. It doesn't matter what, you know, if you're a, if you've got a pain in your tummy and, and it looks like an appendix and you need an appendix operation, 90% of the time it will be absolutely routine.

But every so often there will be. A problem where, you know, which is usually predictable, and if you've predicted that problem, then it makes the outcome so much easier, and that is the, that is my point about individualizing your treatment and precision medicine. It's all, it should all be precision medicine.

It shouldn't we should all be treated as individuals, but most of the individuals will be, will, will come within a category of what we would say the normal range. 

[00:44:58] Griffin Jones: Speaking of where you are, you have practiced in the UK, you're now part of, you've been part of CARE Fertility for many years, served as their Chief Medical Officer, you're doing a lot of advising now, but CARE has expanded I know into the U.S., into North Carolina, presumably planning further expansion in the U. S. Do you all have a presence on continental Europe as well, or just U. K. and Ireland? 

[00:45:21] Professor Charles Kingsland: We now have clinics in Spain as well, so we have clinics in U. K., U Spain, and now the U. S. How did the schools of thought 

[00:45:30] Griffin Jones: on evidence-based medicine differ between the U.K. and continental Europe and the United States? For more UN videos visit www.un.org 

[00:45:38] Professor Charles Kingsland: Very similar. We're, we're, we're all very similar. The, the, the, the, the ma the majority of the medicine is, the vast majority of the medicine is very similar. And just using fertility therapy as a, as a, as an example is formulaic.

Most of it is, is the same wherever you go. The way that it differs is, is in how it's how it's perceived. In the US, for example, you know, it, it is most of the clinics are owned by private equity, is far more business orientated, and the doctors need far more business acumen, I would say, than doctors, equivalent doctors in the UK, who have, who have had a far more well, governmental NHS education, so for example, in the u uk a in the US a clinic has to be owned by a doctor.

You cannot practice IVF fertility therapy in the UK, in, in the US in a clinic that is not owned by a doctor, whereas that's just not the case in Spain. Or or the UK, but the way that the clinics are run in terms of the medicine, they are very, very similar. Most of it is, as I say, formulaic and irrespective of, of where you go whether it be, you know, Uh, you know, Boston or San Francisco or Carolina or Texas.

For, for the standard patient, the outcomes are the same. It's only when you are out of that standard, you're, you know, out of the normal range where your chances of success are probably different in different clinics. But you will experience. You know, it's the duty of any practitioner, healthcare practitioner to be able to pick out the good prognosis patients, the less good prognosis patients, and manage them or refer them on accordingly.

[00:47:54] Griffin Jones: I want to ask you about your views on the REI's role in in top of license, what the REI needs to do versus what Other practitioners, either generalists trained OB-GYNs or even advanced practice providers or nurses should be able to do, but I know that's, that's gonna have to save for another day. I'm gonna have to invite you back on for that.

I want to give you the concluding floor of how you'd like to conclude about what it's been like. over the years to see this sort of development, to see this focus on evidence-based medicine, the changes that you've seen in the field from the days of what it was like to work with Dr. Edwards, that is.

I'll let you conclude how you see fit. 

[00:48:45] Professor Charles Kingsland: The biggest breakthroughs that have occurred in the last 30, 40 years are in the laboratory, without question. What when we started we, we weren't able to assess embryos very well. We weren't able to grow embryos very well. We used to have to put embryos back when they were 48 hours old, because we didn't have the, the culture media, the complexity of the culture medium to have, to be able to grow embryos.

To three, four, five days. And because we couldn't grade embryos, we used to put more than one back in the hope that the more embryos you put back, the better chance you had of achieving a pregnancy. The risk of course, was multiple pregnancy. And although couples who have been desperate for a baby for years would like to have the thought of having twins and triplets, for OB-GYN it's a nightmare because for every healthy set of twins that are pregnant, Being pushed around the local supermarket, patients don't see the dead dying or miscarried twins.

So nowadays we grow embryos. We can assess embryos very well. We grow them up to five days old and we only have to pull one back. So have as many bees as you want, as long as it's wanted at a time. So they're the big advances as far as the gynecology is concerned. Very little has changed. There are things that come along every five years that alter how we practice medicine.

But what we have to do is to deliver the best quality egg and the best quality sperm we can to the laboratory. And then hopefully get a, a good embryo and a good result at the end. The big issue that we still have is accessibility and scalability in IBF. Only the WHO recently published a paper that only 2 percent of the population in the world that needs Fertility therapy can have, get access to it because the, the rate limiting step is access to fertility units and then once you're in the, in the fertility unit, it's, The scalability, we can only do so many with the manpower.

So I think that we have, so I think the future, the next generation, we are going to be looking at robotics, artificial inseminate artificial intelligence, which is going to, you know, We have revolutionized the way we deliver IVF, and I think at this particular stage, we're at that level of technology when accessibility and scalability is going to is going to come to the fore, and that is an exciting time, and that's why I'm still going, because the end product is, you know, the The job satisfaction that I get is like unsurpassed to see couples who, who achieve a parenthood after many years of lack of success is, it's so rewarding.

I don't tell Kev, but I do, I do this for nothing now as a hobby because it's, it, it is. And so I, I just see the next, you know, five, 10 years as being a real revolution. in IVF Scalability, Accessibility, AI. Robotics, it's, it's gonna be, it's gonna be great, it's gonna be great, and so that's what I would and it's gonna be not only great for, for our specialty, it's gonna be great for patients and, and great for the population.

[00:52:16] Griffin Jones: The next conversation I want to have with you is about that revolution and what standards of of evidence based or difference between the clinical care and for operations and engineering. That will have to be in the next conversation, but I am looking forward to having it already. It's been a pleasure to have you on the show, Charles.

I really look forward to having you back on the Inside Reproductive Health podcast. 

[00:52:39] Professor Charles Kingsland: Thanks a lot, Griffith. See you soon. 

[00:52:41] Griffin Jones: You know who brought this rich conversation with Professor Charles Kingsland to you for free Asian Egg Bank. Listen to the name Asian Egg Bank. You know your patient populations, you know their needs, so you probably know you're going to need Asian Egg Bank.

You might wanna start that relationship now if you haven't already. To learn more about Asian Egg Bank and the benefits of their frozen egg donation process, head to Asian Egg Bank. Dot com slash for dash professionals. That's asianeggbank.com/for-professionals. 

[00:53:14] Announcer: Today's advertiser helped make the production and delivery of this episode possible for free to you. But the themes expressed by the guests do not necessarily reflect the views of Inside Reproductive Health, nor of the advertiser. The advertiser does not have editorial control over the content of this episode, and the guest's appearance is not an endorsement of the advertiser. Thank you for listening to Inside Reproductive Health.