How demographics, science and technology, and cultural change are shaping the women’s health investment opportunity and where I see the strongest potential.
I really appreciate the shift from headline funding numbers to what is actually changing underneath them. Looking at evidence, access, and long-term viability gives a much clearer picture of opportunity. What do you think investors still overlook most in women’s health?
Thank you, Ruth. I think it’s the breadth of the opportunity, particularly beyond reproductive health. Better understanding of female biology could change how we diagnose and treat conditions within established healthcare markets.
But that also makes it harder to assess women’s health as one category. A diagnostic, a therapeutic and a care service can address related needs while having very different routes to adoption and commercial scale, different risk factors and different sources of return.
I loved this! The atogepant example is interesting - the LUNA trial enrolled 468 women and dosed for only seven days around each period, starting three days before it, and the reduction was 1.20 migraine days in that window against 0.40 on placebo. Those are topline results released by AbbVie and not yet peer-reviewed, and the drug is already approved for preventing migraine in general, so what's new is the short, cycle-timed dosing and a possible first approval specifically for menstrual migraine! I'd love to know your thoughts on this when the effect is under a day?
I really appreciate the shift from headline funding numbers to what is actually changing underneath them. Looking at evidence, access, and long-term viability gives a much clearer picture of opportunity. What do you think investors still overlook most in women’s health?
Thank you, Ruth. I think it’s the breadth of the opportunity, particularly beyond reproductive health. Better understanding of female biology could change how we diagnose and treat conditions within established healthcare markets.
But that also makes it harder to assess women’s health as one category. A diagnostic, a therapeutic and a care service can address related needs while having very different routes to adoption and commercial scale, different risk factors and different sources of return.
I loved this! The atogepant example is interesting - the LUNA trial enrolled 468 women and dosed for only seven days around each period, starting three days before it, and the reduction was 1.20 migraine days in that window against 0.40 on placebo. Those are topline results released by AbbVie and not yet peer-reviewed, and the drug is already approved for preventing migraine in general, so what's new is the short, cycle-timed dosing and a possible first approval specifically for menstrual migraine! I'd love to know your thoughts on this when the effect is under a day?