Women's Health Measurement Layer
H A R S H 馃檹馃従@superharsh
+0.9%
since Oct 10
The idea
I believe women's health is finally getting the research and investment attention it was denied for decades, and I want exposure to the layer that measures it: diagnostics testing hormone and genetic changes across every life stage, plus wearables and sensors tracking metabolic shifts day to day. The core sits in lifecycle diagnostics, with smaller slices in monitoring tech, fertility infrastructure, and drug and access names, built broad since this is a structural shift over years, not a single moment.
What it owns
- Labs and test makers measure women's health across every stage, from prenatal genetics through hormone panels to cancer screening. 路 NateraIt runs prenatal genetic tests at the start of reproductive lifecycle diagnostics, with volume tied to adoption of women's health testing., Quest DiagnosticsIt operates large-scale lab networks running hormone panels that women order as testing demand rises through perimenopause and menopause., Labcorp HoldingsIt runs hormone panels at scale and owns Ovia, which tracks cycles, pregnancy, and menopause as part of the women's health measurement layer., Myriad GeneticsIt runs hereditary breast and ovarian cancer tests that screen for risk historically under-tested in women., IlluminaIt makes the sequencing machines that prenatal and genetic tests run on, serving as the infrastructure layer for growing diagnostic volume., RevvityIt performs newborn and prenatal screening at the earliest measurement points in a woman's reproductive life., QiagenIt provides HPV tests that form the core of cervical cancer screening, one of the most established parts of women's health testing.45%
- Wearables and continuous sensors capture hormonal and metabolic changes between doctor visits, turning day-to-day data into insight. 路 DexcomIts glucose sensors provide continuous daily monitoring of metabolic shifts through hormonal transitions, extending beyond diabetes into metabolic health., Abbott LaboratoriesIt operates both sides of the measurement layer: Libre glucose sensors for daily tracking and lab assays that run hormone tests., AppleIts Watch tracks menstrual cycles and skin temperature, providing consumer-level monitoring of hormonal stages as features expand.18%
- Companies delivering hormone therapy and metabolic treatment directly to patients as demand for women's health care rises. 路 Hims & Hers HealthIts Hers telehealth platform delivers hormone therapy and women's health care directly to patients seeking convenient access., OrganonIt focuses on women's health drugs including contraception and hormone products, providing direct exposure to pharmaceutical innovation in the category., Eli LillyIts metabolic drugs are widely used by women managing weight and metabolic health through hormonal transitions.17%
- Fertility care has established payment flows through employer benefits and IVF cycles, with real spending already moving through the system. 路 ProgynyIt captures spending flowing into fertility benefits through employers, with growth tied to adoption rates and member expansion., Cooper CompaniesIt makes devices that IVF clinics use to run cycles, sitting as infrastructure underneath fertility spending growth.13%
- Cash8%