Institutional Investors See Healthcare's AI Story as Overblown, Fishbone Survey Finds

Industry
โดย Business Wire·Read original
Summary · why it matters

A new survey from Fishbone Advisors finds that institutional investors believe healthcare's AI narrative is overblown, with 48% to 67% of investors in every subsector saying management overemphasizes AI relative to its actual financial contribution. The quarterly Fishbone Healthcare Benchmarking Study, which surveyed 75 institutional investors active in healthcare, also shows that AI has yet to register as a material valuation driver in any subsector, a result unchanged on retest six months later. Eli Lilly leads the first published investor-assigned AI scores for 30 large-cap healthcare companies at plus 78, followed by UnitedHealth at plus 72 and Moderna at plus 64. Healthcare specialists are the least persuaded, with only 33% expecting AI to significantly influence valuations within three years, compared to 51% of generalist investors. Despite the skepticism, 81% of surveyed investors say they are positive on healthcare over the coming year.

Impact on stocks 5

Biotech & Genomic Medicine± Mixed · 4 stocks
Eli Lilly and Company
LLY
▲ PositiveTechnologyrelevance

Eli Lilly leads investor-assigned AI scores at +78, suggesting positive perception of its AI efforts despite overall skepticism.

Moderna Inc
MRNA
▲ PositiveTechnologyrelevance

Moderna ranks third in AI scores at +64, indicating relatively favorable investor view on its AI integration.

Illumina Inc
ILMN
▼ NegativeTechnologyrelevance

Survey shows institutional investors skeptical of AI's financial contribution in healthcare, which may dampen sentiment for Illumina's AI-related initiatives.

IQVIA Holdings Inc
IQV
▼ NegativeTechnologyrelevance

Survey indicates AI narrative overblown in healthcare, potentially reducing investor enthusiasm for IQVIA's AI-driven offerings.

Aging Population▲ · 1 stocks
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