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1 week ago | 
secondopinion.media | Christina Farr
TLDR: $54B oral health market, but <1% of VC funding in 2024 Massive gaps in access, coverage, and prevention = untapped opportunity PE rollups enable software sales at scale—new GTM paths emerging Undercapitalized areas: Practice management (no dominant EHR) Patient financing & navigation Preventive tools & diagnostics Market map included to guide investors toward high-upside bets When I was growing up, one of the ways I got diagnosed with chronic sinusitis - and ultimately on a path to get...
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2 weeks ago | 
secondopinion.media | Christina Farr
I’m typically the first person to raise their hand to try out any of the latest health gadgets, tests or other health-related trends in the market. I have no aversion to needles, I haven’t had any experiences with “incidentalomas” and I’ve long been fascinated by this stuff, both in terms of what we can learn from it and how it will ultimately get paid for.
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3 weeks ago | 
secondopinion.media | Annalisa Merelli |Christina Farr
Hello from the U.K., where I’ve been catching up with old friends and new this week. There’s a very human tendency to believe the grass is always greener, so it’s been eye opening talking to Londoners about their views of their own healthcare system. Unsurprisingly, the NHS is a source of immense concern for locals. But they don’t view the U.S. as a panacea either. One of my goals for the next few years is to do what I can to help increase the connectivity between the innovators in both countries.
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4 weeks ago | 
secondopinion.media | Christina Farr
The biggest winners from the Hinge IPO? Well, according to Second Opinion’s analysis, it’s unsurprisingly CEO and co-founder Daniel Perez, whose stake in the business is worth more than $400 million. And who else? Investors up to Series C did well. But one firm truly knocked it out of the park: 11.2 Capital. That represents a huge win for a female-led Fund 1 with a small AUM and a thesis to bet on emerging technologies including climate tech and health-tech.
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1 month ago | 
secondopinion.media | Christina Farr
Editors’ Note: One of the most frequent questions for health-tech operators in my network is whether to build or buy the EHR. So I’m continuing to ask the operators in my network what they personally decided to do - and why - and what the outcomes looked like for them. They were more than happy to oblige.
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1 month ago | 
secondopinion.media | Christina Farr
In my first month in venture, an investor friend of mine called and told me about his newest portfolio company - let’s call it “X.” He was particularly excited about this investment because he had just lost a deal a few months prior, in a similar business we’ll call “Y.” While diligencing Y, he didn’t just get conviction on the company. He got conviction on the whole category. So if Y didn’t work out, he knew he would eventually make a bet in the broader space.
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1 month ago | 
secondopinion.media | Christina Farr
HNGE versus OMDA Hinge is going out on the NYSE; Omada on NASDAQ, per recent S1 filings. It’s a momentous moment for digital health. Some are saying it’s the end of digital health IPO winter, meaning for years we had very few companies going public. To refresh your memory: Hinge Health provides employees and health plan members with virtual physical therapy and musculoskeletal care.
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1 month ago | 
secondopinion.media | Christina Farr
Health-tech companies used to turn to a tried-and-tested solution to grow: Google and Facebook. Paid marketing was the fuel to stoke the proverbial fire to demonstrate the rapid scaling that all VCs love to see on pitch decks. That all has changed with how expensive it’s become to advertise on these social media platforms, and investors are no longer willing to back companies that are highly reliant on this form of ad-based, paid acquisition.
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1 month ago | 
secondopinion.media | Christina Farr
I’m frantically reading as I just spotted Omada’s S1! Happy Friday, digital health nerds. This would mark Omada as the second major digital health company to file for an IPO this year after Hinge Health. Some highlights before I follow up with more detail and a takeaway: — Revenue is strong and growing, particularly in the last couple of years as the company has moved from selling pre-diabetes to pre-diabetes and diabetes to employers and health plans (diabetes has a higher ARPU).
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1 month ago | 
secondopinion.media | Leah Rosenbaum |Christina Farr
As women entering our late thirties (Chrissy) and early forties (Leslie), one of the big questions we’ve been grappling with lately is how menopause should be categorized. It’s a hectic life stage for most women due to family, work and caregiving responsibilities. And for some lucky women, light in terms of menopause symptoms. For others, it represents something closer to an experience of a disease, given the physiological changes that women experience and the fluctuations in hormones.
