Posts in Investment Thesis Reports
Investment Thesis Report: Hospice Care

Hospice care is a specialized approach to healthcare that focuses on providing comfort, support, and dignity to individuals with terminal illness and their families. This form of care is designed to be a 6-month plan agreed upon by the patient, and/or family if given the right to make medical decisions on their behalf, focused on providing comfort when curative treatment is deemed no longer possible. This form of care delivers patients and families with the emotional and physical support needed at the end of life.

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Investment Thesis Report: Fertility Care

This investment thesis report delves into the booming market of fertility care, emphasizing the increasing rates of infertility particularly in the United States. It explores the lifestyle and environmental causes of infertility and highlights the challenges faced by couples seeking fertility treatments, with a focus on the prohibitive costs associated with in vitro fertilization (IVF). The paper subsequently discusses the disparities in insurance coverage for fertility treatments across states and employers, the recent consolidation of fertility clinics, and the largely overlooked issue of male factor infertility. Contextual factors, such as the impact of the COVID-19 pandemic, the rise in individuals identifying as LGBTQ+, and the legal implications of the Dobbs Supreme Court ruling, are also considered. Finally, the report touches on investment areas and opportunities in the fertility market, underscoring the need for innovation, inclusivity, and proactive approaches to reproductive care.

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Investment Thesis Report: Decentralized Clinical Trials

Clinical trial sites are exploring new technology innovations to simplify and fix the many challenges faced by clinical trials today. Advanced technology for clinical trials would lead to many benefits, including faster recruitment, higher patient retention rates due to improved patient experience, advanced data collection, and virtual patient observation. Perhaps the most valuable benefit from advancing technology, however, is the implementation of decentralized clinical trials, clinical trials executed through telemedicine and technology different from the traditional clinical trial model.

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Investment Thesis Report: Generative AI

The increasing attention of AI in corporate communications and rising public interest make clear that AI in healthcare is not just a transient trend but a necessity for a more efficient, personalized, and accessible future. As AI becomes integrated into more healthcare processes, it is critical to maintain a focus on patient safety by creating regulatory policies to maintain integrity and ensure accurate data. 

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Investment Thesis Report: Digital Health at Scale

Information technology has taken the expanding healthcare industry by storm. As IT has become fully integrated into the modern world, healthcare providers have become increasingly reliant on exciting IT innovations that are transforming healthcare processes. Countless healthcare IT startups have attempted to develop strong market positions selling services to providers, but only few have reached $100 million or more in annual recurring revenue (ARR).

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Investment Thesis Report: Supplemental Benefits

Supplemental benefits are a niche market of healthcare that has seen significant growth in recent years. CMS’s 2019 decision to allow supplemental benefits to be medical related as well as non-medical has opened the market opportunity more than ever before. The recent skyrocket in benefits usage fueled by a highly expanded amount of plan offerings makes them one of the top healthcare markets for disruption.

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