Secular growth for decades to come. Estimated reading time: 11 minutes
The success of IVF more corellates with the age of embryo rather that the age of the mother. I think the real opportunity is in freezing and storing eggs as governments realise they need to do more. Israel has very high fertility rates and also more stored frozen eggs than the US. Still looking for a way to play this...
There is a short thesis on progyny BTW. I'm not affiliated with jehosophat and am not opining on the piece.
Completely agree with your thesis. My chosen play is Jinxin which was outlined here https://www.ramblinginvestor.com/p/opportunity-in-dropping-birth-rates
It is a huge industry and the US is right at the heart of it. My husband and I are undergoing surrogacy - just matched with a surrogate - and there are just so many third parties involved ($$$) and key players are all based on the West Coast.