Evyn Medical Request the data room

Evyn Medical · Care for women, founded by a woman · September 2026

Women already use testosterone. Almost nothing is licensed for them.

Specialist care for women whose desire changed after menopause. A clinic that earns from Year 1, a partnered product and an outcomes registry.

United States prescriptions to women

+146%

Growth from January 2023 to July 2026. There is still no product approved for women by the United States Food and Drug Administration.

Source: Reuters, 15 September 2026

$1.1 millionPre-seed now, at about $6 million pre-money
$15.5 millionYear 5 revenue in the planning model
$5.5 millionBase valuation today
Year 4Clinic operating break-even, early in the year

Why women need it

Testosterone is not just for men. Women make it every day.

Before menopause, women have more testosterone than oestrogen.

Where it comes from

The ovaries, the adrenal glands and the body's own tissues.

Glands release it directly and tissues convert more from precursor hormones. A woman's levels are roughly a tenth to a twentieth of a man's. Small, and essential.

What it does

It acts on the brain, the clitoris, the vulva, bone and muscle.

Testosterone supports sexual desire and arousal. The body also converts part of it into oestradiol, the main oestrogen.

What happens when it falls

Levels decline steadily from a woman's twenties.

By her forties a woman has roughly half the testosterone she had at twenty. Surgical removal of the ovaries causes an abrupt drop. For some women, desire changes and the change is distressing.

Menopause care routinely replaces oestrogen and often overlooks testosterone. The Global Consensus Position Statement on the Use of Testosterone Therapy for Women (2019), endorsed by the International Menopause Society and the Endocrine Society, supports testosterone at female doses for postmenopausal women with distressing low sexual desire. That is the care Evyn Medical is built to provide.

01 · The opportunity

Demand is surging. Licensed supply is almost absent.

Past products failed on data and commercial choices. Not on science.

United Kingdom

Prescribing rose fifteen-fold between 2015 and 2025.

Most National Health Service prescribers still split small doses from male gels.

United States

Over 2 million women use off-label male-dose testosterone.

Acrux estimate. Compounded creams fill the gap with no licensed alternative.

Regulator

The Food and Drug Administration held a public workshop on 17 September 2026.

Its public comment docket closes on 19 October 2026. The company will submit.

MarketPopulationWomen with the conditionLicensed female product
United States340 million3.4 millionNone
European Union450 million4.5 millionNone
United Kingdom69 million690,000AndroFeme, launching 2026
Australia27.5 million275,000AndroFeme
How the market is sized

Estimates apply the Acrux rule: about 10% of the population are peri or postmenopausal women, and about 10% of them have the condition. Acrux sizes the United States market at 2.8 billion United States dollars. Populations are approximate.

What the evidence supports

Proven

Distressing low sexual desire in postmenopausal women is the only proven use. Short-term safety at female doses is reassuring. Testosterone falls with age, not suddenly at menopause (Monash study of 8,096 women).

Not proven

Energy, mood, muscle or cognition benefits. Long-term breast and heart safety beyond about 24 months. Injections, pellets and compounded products: guidelines advise against them.

Trials that will change the picture
PAMELA, MonashMuscle and bone
Results expected 2026
TRAPP, Brigham and Women'sPain
Completed March 2026
ESTEEM, United KingdomQuality of life, 416 women
Ends October 2028
Food and Drug Administration workshopEvidence and requirements
Held 17 September 2026

Our stance: offer only what international guidelines support. That honesty is the commercial advantage.

02 · The business

Two revenue engines. One evidence base.

The clinic earns. Partners fund product development.

Clinic · from Year 1

Specialist telehealth care

For postmenopausal women with distressing low desire, the only use supported by international guidelines. Australia first, then the United Kingdom at month 18.

Product · from Year 2

A female-specific product

Regional rights and co-development with an established partner, then Evyn, our own metered gel. Targeting the United States and Europe.

Evidence · throughout

Real-world outcomes registry

Built to regulatory standard. It strengthens every regulatory submission, subsidy application and partner negotiation.

Legal structure
Holding companyAustralia
ClinicAustralia
Product and intellectual propertyAustralia
United Kingdomfrom Year 2
United Statesfrom Year 3

Firewall · prescribers earn nothing linked to product

The product company holds all intellectual property, licences and registrations. Clinic doctors prescribe independently, which avoids conflicts of interest and advertising breaches.

Clinic pricing, Australia
Initial specialist consultation45 minutes, real-time video or phone, pathology request
$295
Results and treatment consultation30 minutes; prescription where appropriate
$175
Care membershipTwo reviews a year, three-monthly blood monitoring, messaging, registry
$59 a month

Priced inside the Australian market: initial consultations run $265 to $325 and memberships $39 to $99 a month. The clinic takes no margin on medication. United Kingdom pricing: £195, £120 and £39 a month.

Product portfolio · working names, not yet trade mark searched

Prescription medicine · partnered development, Years 3 to 8

Evyn, metered daily gel pump

One press, one dose. Free of tree nut oils, parabens, butylated hydroxytoluene and cetostearyl alcohol. Child-resistant lock, dose counter, two colour-coded strengths, 30 and 90 dose packs. Target 1 to 4 milligrams a day at premenopausal blood levels. Every excipient is already used in an approved testosterone gel.

Smart cap · design from Year 3 · $0.5 million to $1.5 million

Evyn Connect

Records every dose and syncs to the clinic app. Daily, missed dose and refill reminders. Hand-washing prompts protect partners and children. Records and reminds only, never advises on dose, which keeps regulation light. May be patentable where the gel formula is not.

Digital program · Year 1, with the clinic · $250,000 to $500,000

Ten-week digital therapy

Mindfulness and cognitive behavioural therapy, the approaches supported by randomised trials of online delivery. Weekly 15-minute lessons, daily guided practice, desire and distress check-ins shared with the clinic. No hormone risk and no permits. Included in membership; standalone subscription for women not using medication.

Medical device · later addition

Suction therapy device

Supports arousal and sensation. An established regulated device category.

Evyn economics, 30-day pump

MeasureAustraliaUnited KingdomUnited States
Patient price$45 to $55£30 to £40US$99 to US$129
Net to company$28 to $34£19 to £25US$65 to US$90
Cost of goods$6 to $10£4 to £6US$5 to US$8
Gross marginabout 70%about 75%about 90%
Benchmarks and assumptions

At $30 net a month and 10,000 Australian users, Evyn earns about $3.6 million a year in Australia alone. United States income arrives as partner royalties. Benchmarks: AndroFeme 1 cream $104 to $140 a tube lasting 3 to 4 months; Addyi US$149 a month; compounded cream about US$20 to US$50 a month. Cost of goods and channel margins are planning assumptions.

Product pipeline

StageRouteMarketsRevenue modelTiming
1Regional rights to an existing licensed or late-stage female productMarkets without a licensed productDistribution marginDeal Year 2, sales Year 3
2Co-development of a Phase III-ready product with a partnerUnited States, European UnionMilestones and royaltiesDeal Years 2 to 3, launch Year 5 onward
3Proprietary improved formulation: metered pump, patch or vaginal product, with a connected dosing capGlobalOwned product, licensing incomeDevelopment from Year 3
Protecting the product

Testosterone itself cannot be patented. The company protects what surrounds it: formulation, delivery device, dosing method, registry data, brand and licence rights. First partner conversations: Acrux, Medherant and Lawley Pharmaceuticals.

03 · Why this time is different

Every past failure has a built-in fix.

Select a row to see the detail

What went wrong
How the company answers it

Too little long-term safety data

A United States advisory panel rejected Intrinsa in 2004 over breast cancer and cardiovascular uncertainty.

Build on existing safety data

The LibiGel safety study of 3,656 women found no link to heart attack or breast cancer over an average 24.5 months. Agree the remaining gap with the regulator early and commit to a post-approval registry.

Doses drifting above the female range

Some trial participants reached higher than normal testosterone activity.

Fixed dosing and monitoring

Only products proven to hold premenopausal levels, with three-monthly blood monitoring in the clinic.

Placebo response

LibiGel did not beat placebo in Phase III.

Regulator-aligned trial design

Agreed endpoints, more than one dose, carefully screened participants and standardised site training.

Ran out of funding

Tostrelle gel ran out of money before Phase III.

Partner-funded Phase III

A partner funds Phase III and clinic revenue supports the company. The most valuable conversation: a licence to the LibiGel safety database held by ANI Pharmaceuticals, which could save years of safety studies.

Indication too narrow

Europe approved Intrinsa only for surgical menopause with oestrogen.

The full indication from the first submission

Seek approval for all postmenopausal women with the condition.

Commercial abandonment

Intrinsa's European licence was withdrawn in 2012 for commercial reasons.

A ready market at launch

Enter with a prescriber and patient base built by the clinic, alongside established women's health partners.

Subsidy strategy: private pay first, evidence then subsidy

Australia

Status today

AndroFeme refused Pharmaceutical Benefits Scheme subsidy in November 2025; Lawley in the Federal Court

Biggest barrier

Evidence versus placebo in the right population

Our route

Phase III with representative women; strict criteria; price at or below men's testosterone per day; risk share

Success looks like

Positive recommendation two years after Phase III

United Kingdom

Status today

National guidance says consider testosterone when hormone therapy alone fails; used off-label

Biggest barrier

Local formulary inclusion; specialist-only rules

Our route

Match off-label cost; ready-made monitoring protocol; busiest regions first

Success looks like

Formulary places in three National Health Service regions in Year 1

United States

Status today

Medicare Part D legally excludes sexual dysfunction drugs

Biggest barrier

Legal exclusion; no approved product

Our route

Cash price from day one; partner wins commercial insurers; employer benefits

Success looks like

Two major insurers covering with prior authorisation

Patient acquisition, Year 1 share
Education content and search 30%
General practitioner referral 25%
Earned media and podcasts 20%
Community partnerships 15%
Paid social, condition only 10%
The compliance rule that shapes everything

The business markets a condition and a specialist service. Never a medicine.

Australian law prohibits advertising prescription medicines to the public, and the United Kingdom applies similar rules. The clinic brand will carry no medicine name, public content covers low desire after menopause and specialist care, there are no clinical testimonials or influencer codes, and every asset passes a documented compliance review.

Year 1 · Year 2 · Year 3

900 · 2,500 · 5,100

New patients a year.

Cost to acquire a patient

$200 to $228

Against a Year 1 marketing budget of $180,000.

Clinician education

300 · 1,000 · 2,500

Clinicians completing accredited modules in Years 1 to 3.

04 · Roadmap

The clinic funds the first two years.

Each round unlocks only when its milestones are met.

Now to month 3

Set up

Company, trade marks, medical director, protocols. Partner talks open. Public comment to the Food and Drug Administration.

Months 4 to 6

Soft launch

50 patients, then full Australian launch at month 6. Registry ethics approval.

Months 7 to 12

About 675 members

Clinician education modules live. Seed round of $2.5 million.

Year 2

United Kingdom launch

Clinic opens at month 18. About 2,350 members. Partner or data licence term sheet.

Year 3

Partnering deal

About 5,500 members. Formulation and pump testing. Series A of $8 million.

Year 4

Clinic break-even

Clinical batch, stability and skin safety studies.

Year 5

Group cash positive

Absorption and transfer studies. Agreement on Phase II and III design.

Years 6 to 8

Registration

Submissions in Australia, the United Kingdom and the United States, then the European Union.

05 · Financials

$0.66 million to $15.5 million in five years.

Peak funding need of $4.2 million in Year 4. Planning estimates in Australian dollars.

Consultation and membership revenue Product and partnering income Cumulative cash position before equity Millions of Australian dollars
Thousands of dollarsYear 1Year 2Year 3Year 4Year 5
Total revenue6622,2525,54910,02115,516
Gross profit4211,4543,7157,10311,634
Total operating expenses1,1302,6204,4806,1707,460
Clinic operating result(709)(1,166)(765)9334,174
Product development share001,5004,0005,000
Research and Development Tax Incentive refund59948352,0012,514
Cumulative cash position before equity(650)(1,723)(3,153)(4,219)(2,530)
Model assumptions

Assumes 75% of new patients convert to membership and 70% renew each year. If retention falls to 55%, the clinic still breaks even in Year 4 and peak funding need rises to about $5.0 million. A partner funds the Phase III programme; the company's share is capped.

Valuation

Indicative fair market value of $5.5 million today.

The planned $6 million pre-money sits inside the range.

$0$4 million$7 million$8 million$12 million$14 million
Low
$2.5 million
Base
$5.5 million
Pre-money
$6.0 million
High
$12.2 million

A planning valuation, not a formal valuation opinion. An independent valuer will be commissioned before any share issue. The full valuation model, method and stage by stage values are in the data room.

06 · The raise

$11.4 million over three staged rounds.

A $1.1 million pre-seed keeps three months of reserve before seed.

Open now · Pre-seed

$1.1 million
Pre-money
About $6 million
Plan base
$900,000
Investors
Founder, angels, women's health investors
Purpose
Build and launch the Australian clinic

Unlocks seed: clinic live, 300 patients seen, 12-week retention at or above 80%, registry ethics approval, medical director and advisory board in place.

Months 9 to 12 · Seed

$2.5 million
Pre-money
$10.5 million
Investors
Health venture funds, angels
Purpose
Scale Australia, launch the United Kingdom

Unlocks Series A: $2 million annual revenue run rate, United Kingdom clinic live, signed partner term sheet, freedom to operate search complete.

Year 3 · Series A

$8 million
Pre-money
$30 million
Investors
Venture funds, strategic pharmaceutical investors
Purpose
Product co-development share, clinic growth

Unlocks partner Phase III: regulator agreement on trial design and an executed co-development agreement.

Base case need

About $8.6 million

Covered with about $2.8 million headroom.

Retention falls to 55%

About $9.5 million

Covered

Product income slips two years

About $13 million

Not covered Pause product spend until a partner milestone is paid.

Use of funds, pre-seed and seed ($3.4 million)
Salaries and contracted clinicians$1.45 million · 43%
Marketing, Australia and United Kingdom$750,000 · 22%
Technology and outcomes registry$450,000 · 13%
Regulatory, legal, trade marks, quality$400,000 · 12%
Cash reserve, six months of costs$350,000 · 10%
Use of funds, Series A ($8 million)
Product co-development and licences62%
Clinic growth and United Kingdom19%
Regulatory, patents, safety13%
Cash reserve6%
Non-dilutive sourceMarketFitValue, Years 3 to 5
Research and Development Tax Incentive: 43.5% refundable offsetAustraliaExcellentAbout $5.3 million, included
Biomedical Catalyst: grants up to 45% of project costsUnited KingdomGood once research runs thereUp to about $3.8 million, upside only
Small Business Innovation Research grantsUnited StatesPoor: needs 51% American ownershipNot included
Research collaborationsAllGood for registry analysisIn-kind

07 · Team

A founder with the audience. A clinical team forming around her.

Founder and Chief Executive

Hope Morrison

Founder of Evyn Medical. Author of RESIDUE. Educator and keynote speaker on women's sexual health and menopause, based in Australia and working internationally. Creator of the HOPE Method.

Leads strategy, fundraising, partnerships and brand.

Parent companySchool of Sexual WellnessEvyn Medical is a School of Sexual Wellness venture.

Headcount, full-time equivalent

Year 1: 4 · Year 2: 9 · Year 3: 14 · Years 4 to 5: 20 to 25

Honest positioning in a category crowded with hype.

Chief Medical OfficerClinical governance, protocols, registry. Part time Year 1, full time Year 2.
Head of Regulatory and QualityAustralian, United Kingdom, United States and European strategy. Outsourced Year 1.
Head of Business DevelopmentPartner deals and term sheets. Year 2.
Head of GrowthCompliant marketing, acquisition, retention. Contractor Year 1.
Finance and OperationsCash flow, systems, tax incentive claims. Part time Year 1.
Advisory board, five seatsEndocrinologist, sexual medicine specialist, former regulator, patent attorney, pharmaceutical executive.

08 · Risks

Named risks. Real fallbacks.

RiskLikelihoodImpactMitigation
Advertising breachMediumHighMedicine-free brand, documented review of every asset, no testimonials or influencer codes.
Partner deal delayed or unsignedMediumHighSeveral partners approached in parallel; development spend staged; the clinic stands alone.
Phase III fails to beat placeboMediumHighRegulator-agreed endpoints; the partner carries trial risk; the company's share is capped.
Telehealth prescribing rules tightenMediumMediumReal-time consultations only; in-person option through partner clinics.
New evidence from ESTEEM or PAMELA trialsCertainMediumMonitor results and update protocols. Never pre-empt the evidence.
Key person dependence on the founderMediumHighEarly senior hires, key person insurance, documented processes.
Safety signal in women on treatmentLowHighBlood level monitoring, adverse event reporting, registry surveillance.

Pre-seed · $1.1 million · open now

Help build the licensed option women are missing.

Qualified investors and prospective partners can request the full business plan, the valuation model and the data room.

hello@schoolofsexualwellness.com