The healthcare industry is on the cusp of a revolution, driven by the rapid advancement of artificial intelligence (AI). While AI has primarily been associated with the tech sector, its potential to transform healthcare is vast and largely untapped. Among the companies at the forefront of this movement are Novo Nordisk and Hippocratic AI, but one company stands out as a prime opportunity: Eli Lilly.
With a projected global market size of $614 billion by 2034, healthcare AI is poised to explode. The US market alone is expected to reach $195 billion, driven by the need for digital infrastructure and automation solutions to address staffing shortages. Companies like Hippocratic AI are developing healthcare agents powered by large language models to tackle this challenge.
Meanwhile, Novo Nordisk is partnering with Atos to develop a supercomputer for biotechnology and pharmaceutical research, leveraging GPUs from Nvidia and Intel. While these projects are exciting, they come with risks and uncertainties.
Eli Lilly, on the other hand, has identified a specific opportunity to pursue, teaming up with OpenAI to combat drug-resistant pathogens. With the global market size for antimicrobial resistance projected to reach $7.7 billion by 2028, and the World Bank forecasting annual economic impacts of $1 trillion by 2030, Eli Lilly is well-positioned to make a significant impact.
As a leading drug company with a portfolio of blockbusters, Eli Lilly has a proven track record of innovation and a commitment to tackling complex healthcare challenges. Its partnership with OpenAI demonstrates its ability to leverage AI to drive breakthroughs. While success is not guaranteed, Eli Lilly’s focus on a critical and underserved area of healthcare, combined with its expertise and resources, make it an attractive opportunity for investors seeking high-growth potential in healthcare AI.
Leave a Reply