We are entering a new era of preventative healthcare with the advancement of Next-Generation Sequencing, AI, and tele-health enablement of healthcare. The early stages of this new era, especially in laboratory tests (MRI, NGS) look closer to the Tesla Roadster, a product that is specifically not mass-market. The tests can work really well at a cost that may be out of reach for our healthcare insurers and out of pocket costs for many. We think there is a market entrance strategy, especially in early cancer detection, with a higher cost, more sensitive product. The competitors in this space (Grail, Freenome, Delfi, etc) must reach a large TAM market due to large fundraising rounds used to prove the technology works. They’ve proven the technology now, but are struggling to hit the right price point to be viable for large scale insurance reimbursement
We propose a preventative healthcare platform, starting in Next Generation Sequencing for early cancer detection, expanding into full preventative healthcare platform across all major diseases. We expect to expand down the cost curve (and up the TAM curve) as each technology area improves. Our initial market entrance will be tailored to executive healthcare services, high end social clubs (e.g., Soho House), and motivated individuals (D2C), instead of a traditional healthcare setting. This will lower our barriers to entry and allow us to focus on making technological and scientific innovation a key focus, instead of focusing on hurdles in traditional healthcare systems.
Goal 1+2: Early Cancer Detection
Goal 3: Minimal Residual Disease [Work in Progress]
Goal 4: Second Preventative Market [Work in Progress]