

A new era for consumer health businesses with Rebecca Springer and Ben Matz, Bailey & Company
Riding secular and policy tailwinds, consumer healthcare businesses seem to be having a moment. GLP-1s are household names. Health conversations are increasingly framed around quantified healthspan, wearable data, and comprehensive lab tests—paid for, happily, out of pocket.
There's lots to like about the businesses, but they're also an entirely different animal that traditional healthcare: largely cash-pay, direct-to-consumer, insulated from reimbursement risk, built arounds brands.
Bailey & Company's new report, Consumer Healthcare: Charting the Course, makes for an insightful read on where consumer health converges and diverges with traditional healthcare investments.
HTN is excited to host its authors Rebecca Springer, Senior Director of Market Development, and Ben Matz, CFA, Managing Director, to talk through the taxonomy and hear their perspective on a market that is clearly having a moment.
Live event open to everyone, replay and transcript exclusively available for HTN Pros.