Disrupting health provision – making the world a better place

In Q1, the Fat Gladiator Investment Club will be proudly drawing together, at a one-day conference in London, a cross-section of leading experts, practitioners, founders, pioneers and regulators from the world of healthcare – to highlight and debate the innovations that will change the way that care for people’s health is designed and delivered.

This sector impacts everyone and everything. A series of interconnected forces are colliding in a history-defining manner. It is essential that we all – humanitarians and capitalists alike - play our parts in both understanding and driving the forces of change. We at Fat Gladiator see huge opportunities – for the advancement of social equity and good, as well as for economies and investors.

“By 2040, health care as we know it today will no longer exist. There will be a fundamental shift from 'health care' to 'health' […] The future will be focussed on wellbeing, and managed by companies that assume new roles to drive value in the transformed healthcare ecosystem” (Deloitte The Future of Health)

It is essential to appreciate the significance of the timing of these forces drawing together – and the inevitability of their ability to catalyse transformation on a massive scale:

• the global pandemic drove innovation and reinvention into the sector as a whole;
• ongoing immense strides in key areas of medical science such as genetics;
• exponential advances in digital technologies, analytics and data storage;
• a growing audience of informed consumers increasingly willing to embrace both new methodologies for healthcare delivery, as well as innovative sciences and technologies;
• a rapidly accelerating shift from disease care to prevention;
• legacy health systems and infrastructures failing to deliver required levels of care.

So, between now and the conference at the end of March, we will be providing a steady diet of insights into the developments and opportunities that have already been the focus of Fat Gladiator Investment Club for the past 18 months (and will continue to be so) – some of these include:

• The use of AI to overcome the chronic shortage of the mental health professionals required to provide support and treatment to an ever-increasing range of patients;
• The focus upon disease prevention – from advances in genomics and screening, to the living of healthier lives;
• The realities of the application of pyschedelics to the treatment of mental health illnesses;
• The role of VR in the improvement of both technical procedures and mental health treatments;
• Advances in neuroscience required to solve the puzzles of alzheimers and dementia.

Around the world, health systems and economies are breaking under the unbearable load of providing for ageing populations and increasing levels of physical and mental ill-health. The cost of failing to capitalise upon these forces of change is too huge and too painful to contemplate – both in terms of human suffering and socio-economic damage. Policy-makers, corporates, institutional and private investors can and will continue to work together to generate the levels of capital required.

We will do all we can to shed light on the velocity and trajectory of this theme – please do forward our materials on to others whom you know and care about and, if you are interested in joining the conference, please don’t hesitate to contact us about membership of the club.

Insights.

Here are a few other snippets...

• As many as 1 in 8 people in the world are estimated to be dealing with some form of mental health disorder. In Low & Middle Income countries, between 75-85% of serious mental health cases have received no treatment in the past 12 months. The figure is put at 35-50% in High Income Countries. (WHO)
• In the UK, 3.8 million 50-69 year olds were inactive and reported a long-term health condition in the 3 months to 30th?July 2022. (The Health Foundation)
• In a Gallup survey of 94,000 workers across 14 major occupations in the U.S. - of the 77% of workers who fit the survey's definition of having a chronic health condition (asthma, cancer, depression, diabetes, heart attack, high blood pressure, high cholesterol or obesity), the total annual costs related to lost productivity totalled $84 billion. (Investopedia)
• Direct and indirect costs of mental ill health are estimated at over 4% of global GDP, more than the cost of cancer, diabetes, and chronic respiratory disease combined. By 2030, mental illness costs are expected to reach more than USD $6 trillion annually. (Deloitte)?

Interested in joining the next call live? Check out our?calendar. It’s part of our premium service -?learn more.

Upcoming events.

A Graph-ite like to see...

We look forward to taking a deep dive in to the theme of graphite as a key material in the green energy transition.

We are joined by Paul Gorman, CEO of Reflex Advanced Materials [CSE:RFLX] and Andrew Miller, COO of Benchmark Minerals Intelligence.

We will cover:

• Use cases and applications
• Natural vs synthetic
• Global market dynamics
• Policy implications
• Sustainability and circularity
• Investing in the trend

?January 25, 2023 | 17.00 GMT

Energy storage solutions in an energy crisis

Renewables are projected to play a significant role in the future global energy mix. The ability to store electricity when the sun doesn’t shine and the wind doesn’t blow will be critical to getting the best out of intermittent energy sources.

Freyr?is at the cutting edge of advanced battery solutions, paving the way for green energy storage systems.

With net-zero tailwinds behind it, we will hear how the company is well-placed to benefit from the exponential rise in EVs and renewable energy.

March – TBC