Market Intelligence

Specialist intelligence
for consumer healthcare.

Ingredient trends, regulatory signals, competitive moves, and white space analysis across three categories of consumer healthcare. Updated monthly. Prepared by Brendan Walsh, Principal.

Three verticals live  ·  Monthly cadence

Intelligence verticals

01
Dietary Supplements

Ingredient-level tracking across five high-growth segments. Evidence quality, velocity, and regulatory risk mapped in real time.

Segments tracked
Vitamins & minerals Gut health Nootropics Beauty & longevity Women's health
Latest signals
Moringa Salmonella outbreak — 97 ill, drug-resistant strain, root cause unresolved
Creatine (women) — CONCRET-MENOPA RCT confirms perimenopause cognitive benefits
GLP-1 companion at 124% CAGR — first-mover branded stack still unoccupied
View supplement intelligence
02
OTC & Consumer Health

Over-the-counter category tracking across four therapeutic segments. Claim landscape, reformulation signals, Rx-to-OTC pipeline, and competitive brand moves.

Segments tracked
Pain management Respiratory health Gastrointestinal Dermatological
Latest signals
Phenylephrine (oral) ruled ineffective — $1.8B in SKUs require reformulation now
GLP-1 GI companion OTC — no branded stack exists; first-mover window open in 2026
Rx-to-OTC switch pipeline — migraine and contraception candidates in active FDA review
View OTC intelligence
03
Oral Health

Ingredient and technology tracking across five oral health segments. Clinical evidence, regulatory positioning, and branded ingredient moves mapped monthly.

Segments tracked
Caries prevention Periodontal care Aesthetic / cosmetic Denture care Specialised
Latest signals
Charcoal oral care — ADA & BDA negative evidence; exit or reformulate now
Hydroxyapatite — EU allows claims, FDA does not yet; US first-mover opportunity open
Oral microbiome (BLIS K12/M18) — clinical validation building, no mainstream US brand
View oral health intelligence
01
Primary source monitoring

FDA and FTC databases, ClinicalTrials.gov, PubMed, and regulatory dockets tracked monthly. Retail velocity from SPINS and Amazon. No aggregator dependency.

02
Consultant framing

Every signal is translated into a concrete implication. Not what happened — what a brand, investor, or advisory client should do with it. Three decades of category experience in every observation.

03
Transparent data quality

Intelligence is directional secondary-source analysis unless otherwise noted. Where SPINS or primary data underpins a finding, it is cited. We distinguish signal from noise — and say so when we cannot tell the difference.

Ballymote Group Intelligence
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