Sebastian Metti

Love this Andrei Georgescu, Ph.D. “Success, to me, looks like Vivodyne becoming the modern infrastructure for drug programs that seek to eradicate the extremely burdensome diseases of today, like fibrosis, cancers, inflammatory disease, autoimmunity... I see Vivodyne as the fundamental infrastructure needed to drive successful new therapies for such complex diseases that human trial-and-error cannot solve quickly enough.”

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According to our Blazin Babes Capital women’s health FemTech Investment Thesis, a deep dive of research we conducted and reports we purchased that Stanford University uses, “Diagnostic Kits” in women’s health, including fertility, are one of the HIGHEST ROI investment opportunities in early stage venture capital investing. As a former fertility patient who led a global cross functional team of product innovation in corporate (primarily a male team who did not know I was going through fertility treatments) and where I needed to be in meetings in the office at 9AM as well as drive over an hour to work everyday, each week I was required to be at Fertility Center Of Illinois to get my follicles analyzed with an ultrasound and my blood drawn to analyze my estrogen and progesterone levels. Diagnostic Kits will save time and also positively impact the lives of so many women.

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Why Now Is the Best Time Ever to Invest in Healthcare AI Startups By Andy Reid, Managing Partner, M3A Healthcare Ventures We are entering a once-in-a-generation window for investing in Healthcare AI—one where timing, technology, and major shifts in care are aligning to create outsized opportunities for early-stage venture capital. At M3A Healthcare Ventures, we believe this is the moment to invest boldly. 1. Healthcare Is Ripe for Disruption—And It Has To Be U.S. healthcare costs are projected to hit $7.2 trillion by 2031, yet outcomes lag behind every other developed nation. Workforce shortages, and fractured data systems create inefficiencies that AI is uniquely positioned to solve. • 25% of U.S. healthcare spending is administrative waste. • 90% of hospitals face staffing shortages in key roles. • Doctors spend 2 hours on documentation for every 1 hour with patients. AI isn’t a “nice to have” anymore. It’s becoming a critical tool for cost control, productivity, and quality improvement. 2. We’ve Entered the Platform Shift Era Apple Intelligence, OpenAI, and other foundation models have catalyzed a new generation of startups. In healthcare, this means real-time ambient documentation, predictive care, smart inventory management, and even AI-generated clinical trial design—all happening today. This is akin to investing in SaaS in 2006 or mobile apps in 2011. Except this time, the TAM is $4 trillion larger. 3. Buyers Are Ready—and They’re Buying Just five years ago, hospitals were wary of AI. Today, they’re budgeting for it. Health systems, ASCs, pharma, and insurers are deploying capital to integrate AI that: • Shortens revenue cycles • Boosts clinician efficiency • Reduces preventable readmissions • Enhances training and education with immersive tools In short: the demand isn’t theoretical—it’s contractually real. 4. Healthcare AI Has Multiple High-Value Exit Paths M&A activity is accelerating, and healthcare AI companies are being acquired by: • Strategics like Stryker (e.g., $130M for care.ai) • PE-backed rollups seeking operational efficiency • Big Tech, which is aggressively moving into healthcare These aren’t just tech exits. They’re life sciences, SaaS, and data infrastructure exits rolled into one—often with 3–5x higher revenue multiples. 5. We Have the Talent, Data, and Infrastructure The convergence of: • Open health data regulations (ONC Cures Act) • AI-native medical founders trained in both tech and care delivery • Decreasing costs and better modeling We finally have a clear runway to build and scale. The Next MedTech Unicorns Will Be AI-First The next wave will be built on data, AI, and automation. Investors who move now will back the next Teladoc, Intuitive, or Epic—except leaner, faster, and born in the AI-native era. #HealthcareAI #HealthTech #VentureCapital #DigitalHealth #AIinHealthcare #MedTech #ArtificialIntelligence #StartupInvestment #HealthTechStartups #VCFunding #AIStartup

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Oncology data momentum: Freenome’s $330M SPAC + GE–Mayo’s GEMINI-RT collaboration   Two oncology “infrastructure” moves this week point to where value is accruing: data platforms at scale. First, Freenome agreed to go public via a SPAC with ~$330M in committed/available capital to build out commercialization and data infrastructure for blood-based cancer screening (CRC first, multi-cancer later). Second, GE HealthCare + Mayo Clinic launched GEMINI-RT, a multi-year program to personalize radiation therapy by integrating imaging, AI and patient monitoring across the care continuum. For investors and operators, the signal is clear: durable advantage is shifting from single “tests” or devices to learning systems—data pipelines, inference at the edge, and workflow-embedded services. Near-term watch-items: SPAC redemptions and timeline to FDA/coverage for Freenome’s CRC assay; for GEMINI-RT, concrete pilots, reproducible endpoints (planning time, replans avoided, toxicities), and routes from research to deployable products. Caveat: these are financing/strategic-collaboration milestones—not clinical readouts—so execution and evidence generation will make or break impact. #MedTech #DigitalOncology #Diagnostics #AIinHealthcare https://lnkd.in/gCtQA_Er

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**Transforming Genetics: Affordable Insights for All** Virtuan Genomics is breaking barriers by offering $1 genetic reports that blend AI capabilities with human expertise. This innovative approach not only democratizes genetic insights but also opens new avenues for personalized medicine. At ElevenX Capital, we believe that such advancements can reshape healthcare and enhance investment opportunities in the biotech sector. How do you see AI transforming the accessibility of genetic information in the coming years? #investing #innovation #venturecapital #entrepreneurship #genetics #ai

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