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Women’s health: From unmet needs to an investment theme

Women’s health has historically been underserved by medical research and investment. Today, advances in science, demographic trends, innovation and changing demand are bringing greater attention to the field and creating new questions for investors.

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What happens when gaps in medical knowledge begin to close and previously underserved needs are met with better diagnostics and new treatments?

In this webinar, Portfolio Manager Anesa Mulabecirovic Sahnoun joins host Jorgen Mork to explore why women’s health is becoming increasingly relevant from an investment perspective. The discussion looks at areas ranging from menopause and autoimmune diseases to cancer and diagnostics, and at why identifying relevant companies requires more than a simple thematic screen.

Scientific evidence, clinical relevance and fundamental company analysis all play a role in defining the investment universe.

For DNB Women’s Health, this creates a broad opportunity set spanning established pharmaceutical companies, biotech, medtech and diagnostics. It also introduces distinct risks, including clinical outcomes and greater exposure to smaller companies.

The webinar explores how Anesa approaches this emerging investment universe, the structural drivers she is watching and how opportunities are balanced against portfolio risk.

For more information:

DNB Fund Women's Health

Invest in companies that develop products and services that meet women's health needs throughout their life cycle.

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Anesa Mulabecirovic Sahnoun

Portfolio Manager
Anesa is a trained medical doctor with more than 15 years of clinical experience from Norwegian and international hospitals. She holds a PhD in Medicine from King’s College London and the University of Bergen, as well as an Executive MBA from the Norwegian School of Economics, NUS and Bocconi. She has published more than 10 scientific articles and received the Young Investigator Award for her research.

Anesa joined DNB Asset Management in 2021 and is a portfolio manager in the healthcare team. Prior to DNB, she worked as an investment analyst in a specialized healthcare VC fund. She has held leadership roles in European and Norwegian medical professional organizations, including EuroSon and EFSUMB, and serves as an expert advisor to the Research Council of Norway.

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