Скачать или смотреть Finance Meets Science: Gary Lu on Driving Biotech Growth with Discipline and Vision

Biotech only works when capital, science, and operations line up. In this Edge of Intelligence episode, host Carl Owen (Fractional CIO & AI Advisor, Proteligen) sits down with Gary Lu, finance executive at Biomerica, Inc. (NASDAQ: BMRA), to explore how financial discipline, data foundations, and smart commercialization can turn diagnostics into real-world impact.

Gary shares lessons from tech and fintech that translate directly to med-tech: capital allocation, cap table hygiene, go-to-market focus, and building data pipelines that make modeling useful (not wishful). We also unpack the future of diagnostic platforms (e.g., IBS and beyond), DTC/at-home testing, and where AI and tokenization might reshape healthcare data.

What you’ll learn
● How to blend financial rigor with scientific risk without stalling innovation
● Why data plumbing beats fancy models—and how to fix it fast
● Common startup pitfalls in diagnostics (pricing, feasibility, cap tables)
● Practical views on M&A integration, KPIs, and scaling DTC operations
● The case for at-home diagnostics and a platform approach beyond IBS
● Where tokenization and AI could intersect with healthcare data

Chapters
00:00 Intro
00:37 Guest intro
00:49 Gary’s path from fintech to med-tech & BioAmerica overview
03:19 Mission & positioning in diagnostics (beyond “test → prescription”)
05:25 Who BioAmerica works with (SAB, Rome Foundation, CDMO angle)
07:30 Startup pitfalls in biotech finance & commercialization
10:08 Balancing scientific risk and financial discipline
11:37 Modeling, capital allocation, and why data quality comes first
13:47 Where AI is (and isn’t) used today
14:52 Bridging QA/QC, operations, and finance
16:59 Guarding against model overconfidence/optimism
19:11 Standardizing forecasting & right-sizing tools
21:12 Operational bottlenecks and scale decisions
24:42 DTC shift: from distributors to card swipes
30:15 Finding manual work & automation opportunities
33:17 M&A integration philosophy that actually works
36:04 KPIs for legacy vs. new commercialization
37:55 Where a fractional CIO would help most
40:00 3–5 year outlook: platform diagnostics beyond IBS
43:45 Emerging tech: tokenization + healthcare data
45:44 Investor expectations are shifting (again)
47:34 Macro risks: labor, regulation, tariffs, and more
50:08 If capital were unlimited: rebuild data infra, scale verticals
52:12 One piece of advice for founders & finance leaders
54:48 Where to find Gary
56:01 Outro

Guest
Gary Lu
LinkedIn: https://www.linkedin.com/in/garylucpa/
Site: garylucpa.com

Connect
Host: Carl Owen — Fractional CIO/CISO & AI Advisor, Proteligen
LinkedIn: linkedin.com/in/owencarl
Advisory & inquiries: proteligen.com

If you’re building or investing in life sciences and want help aligning systems, data, and strategy, let’s talk.