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Podcast Episode

Women's Health: An Investing Whitespace

The RTW Podcast··27 April 2026·20 min

About this episode

Menopause, perimenopause, and hormone replacement therapy (HRT) are reshaping the conversation around women’s health and longevity. OB/GYN Dr. Stephanie Lam explains the science, symptoms, and why women’s healthcare may represent a major investing whitespace. PODCAST TEAM Producer & Director: Devon Leaver Editor: Dominique Guerra Production Coordinator: Ying Yu Lin Production support: Annabelle Chan Executive Editorial Advisor: Stephanie Sirota Theme music: Yehezkel Raz Additional music: APM Music Featuring: Dr. Stephanie Lam, OB/GYN, Carnegie Women’s Health, moderated by Stephanie Sirota, Partner, Chief Business Officer, RTW Investments, LP. FOLLOW US Love our podcast? Follow us on LinkedIn at RTW Investments, LP and check out our website for the latest updates and insights. To make sure you never miss an episode, you can subscribe to the RTW podcast on Spotify, Apple Podcasts, Amazon Music, and most other podcast platforms. CHAPTERS 00:00 – Introduction 00:55 - Dr. Lam’s Path to OB/GYN 2:01 - Defining Menopause and Perimenopause 5:05 - The Health Impact of HRT 8:08 - A Holistic View of Women’s Health 10:35 - GLPs and Women’s Healthcare 14:25 - Investment Whitespaces in Women’s Health 19:03 - Outro DISCLAIMER This interview was given by Dr. Stephanie Lam, OB/GYN at Carnegie Women’s Health in New York, and moderated by Stephanie Sirota, Partner, Chief Business Officer at RTW Investments, LP. Statements reflect RTW's views and opinions as of the date hereof and not as of any future date. All expressions of opinion are subject to change without notice and are not intended to be a forecast of future events or results. The views expressed by guests are their own, and their appearance on the program does not imply an endorsement of them or any entity they represent.