Outstanding synthesis of the inflection point we're seeing in women's health infrastructure. The shift from proving the $1 trillion opportunity to actually building systems is huge. The IVF section caught my eye, Conceivable and Gameto getting serious funding for automation and cycle shortening is necesary, but I agree the real frontier is upstream diagnostics and prevention. Also appreciate calling out the privacy reckoning seperately, Flo and Everlywell cases show how fragile trust is when data handling gets loose.
Thank you - you've pulled out two of the areas that most fascinate me too, so I'm glad they resonated. I'm enjoying tracking the IVF innovation but we have to see more work to address fertility. And on the privacy - these cases have such ripple effects across the entire industry.
This is a terrific synthesis and your “2025 hardened into infrastructure” line really captures what many of us feel on the clinical side. The most encouraging signal here is the continued expansion of women’s health beyond “reproductive = women”. The real healthspan burden for women is often cardiometabolic disease, brain aging, autoimmune conditions, and the menopause transition as a biologic inflection point, so seeing capital, policy, and regulation begin to reflect whole-lifespan physiology is overdue.
I also appreciate that you don’t romanticize momentum. Women’s health remains uniquely exposed to political volatility and to “innovation theater” (shiny products without outcomes). If 2026 is about making this durable, the north star should be: measure what matters (time-to-diagnosis, morbidity/mortality, function, pain-days, productivity, caregiver burden), require sex-specific evidence in trials by default, and treat data privacy (especially cycle/reproductive data) as non-negotiable trust infrastructure.
Thank you for mapping the landscape with both optimism and rigor; this signal extraction helps clinicians, founders, and funders align around what actually moves outcomes!
Thank you for this really interesting overview. I learned a lot!
thank you, glad to hear!
Outstanding synthesis of the inflection point we're seeing in women's health infrastructure. The shift from proving the $1 trillion opportunity to actually building systems is huge. The IVF section caught my eye, Conceivable and Gameto getting serious funding for automation and cycle shortening is necesary, but I agree the real frontier is upstream diagnostics and prevention. Also appreciate calling out the privacy reckoning seperately, Flo and Everlywell cases show how fragile trust is when data handling gets loose.
Thank you - you've pulled out two of the areas that most fascinate me too, so I'm glad they resonated. I'm enjoying tracking the IVF innovation but we have to see more work to address fertility. And on the privacy - these cases have such ripple effects across the entire industry.
This is a terrific synthesis and your “2025 hardened into infrastructure” line really captures what many of us feel on the clinical side. The most encouraging signal here is the continued expansion of women’s health beyond “reproductive = women”. The real healthspan burden for women is often cardiometabolic disease, brain aging, autoimmune conditions, and the menopause transition as a biologic inflection point, so seeing capital, policy, and regulation begin to reflect whole-lifespan physiology is overdue.
I also appreciate that you don’t romanticize momentum. Women’s health remains uniquely exposed to political volatility and to “innovation theater” (shiny products without outcomes). If 2026 is about making this durable, the north star should be: measure what matters (time-to-diagnosis, morbidity/mortality, function, pain-days, productivity, caregiver burden), require sex-specific evidence in trials by default, and treat data privacy (especially cycle/reproductive data) as non-negotiable trust infrastructure.
Thank you for mapping the landscape with both optimism and rigor; this signal extraction helps clinicians, founders, and funders align around what actually moves outcomes!