Health Goes Direct

+13.7%

since Sep 9

0forks

The idea

I believe people increasingly skip the waiting room: telehealth subscriptions, mRNA platforms that iterate like software, and consumer brands built around wellness. This basket owns that shift from the provider side and the brand side, weighted toward the direct-to-consumer leader.

What would change my mind: Regulators clamp down on compounded and telehealth-prescribed drugs.

What it owns

Direct-to-consumer care · HIMS

40%

HIMS40% +3.0%

Platform medicine · MRNA

30%

MRNA30% +44.6%

Wellness brands · NKE

20%

NKE20% −4.3%

Cash · USDC

10%

Held as USDC to add on dips.

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Discussion

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