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Scaling HVC

At Homeostasis VC, we don't view adrenal and endocrine health through a narrow lens of "niche" medicine. To solve the systemic challenges patients face, we have built an investment platform designed for scale, variety, and commercial velocity. By expanding our scope and sourcing globally, we ensure that we have the right amount "shots on goal". Here is the strategy behind our capacity.

Focus on any technology that can make an impact

We are not a single-asset fund searching for one "miracle cureā€ and narrowing our focus only on technology investments in that space. True impact comes from supporting the entire technological infrastructure that surrounds the patient.

As for those domains, anything goes, as long as it can meet the criteria of the dual-lens filter: First, is this a venture-backable company with the potential for significant commercial returns? Second, does it have a material impact on the daily life of our patient group?

The dual-lens

By focusing on companies that are commercially robust, we ensure they have the "teeth" to survive clinical trials and reach the global market. Strong returns attract more institutional capital, which in turn fuels more innovation. In our model, commercial success is the primary driver of patient impact. Likewise, by investing in companies with both direct and ā€˜indirect’ impact, we broaden our investable universe and potential for tangible impact.Ā 

Global Sourcing on the 15 most impactful domains

Innovation in the endocrine space is accelerating worldwide, often in regions that generalist investors overlook. Our data shows a massive, under-reported surge in intellectual property. We have identified 15 technological domains that are likely to drive the most impact for our group of patients and beyond:Ā 

A closer look at patents in these domains provide ample opportunities that can be considered using the dual-lens approach.Ā 

Our global sourcing strategy ensures a constant "deal flow" of high-quality IP. This diversity of sourcing allows us to maintain a commercially rigorous portfolio while ensuring we are always backing the world's most advanced solutions

China is likely heavily underreported in this overview, especially considering the recent surge in Chinese bio/endocrine tech innovation

Our early results already show the potential of this model. By combining a wide technological scope with a global pipeline and a dual-lens commercial filter, we are creating a high-capacity that can manufacture progress at scale.Ā 

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