I keep pounding the table on the implications of AI for healthcare.
My primary point: AI’s biggest impact will be in healthcare, NOT tech.
We’ve already noted that AI is being used in drug discovery, development, and even modeling with big pharma companies like Novo Nordisk announcing partnerships with Nvidia. Moreover, AI tools are capable to accurately diagnosing complicated medical conditions, reading MRIs/ X-rays and even acting as lab assistants.
AI is also being used to improve quality of care for patients. The healthcare industry is in a crisis courtesy of an aging population, understaffing, and a convoluted bureaucracy. The Elsevier’s Clinician of the Future survey for 2025 noted that nearly one in three (28%) of clinicians said they did not have enough time to deliver quality care to each patient!
AI can fix much of this.
Already Americans are turning to AI chatbots like ChatGPT or Grok for self-diagnosis. And this is not some random “blip” driven by the novelty of AI technology: according to the same survey we just mentioned, 51% of healthcare professionals believe patients will self-diagnose using online tools rather than seeing clinicians in just 2-3 years’ time. Moreover, only 32% of clinicians felt their organizations provided adequate access to AI tools and technologies.
Put another way, less that one in three clinicians even have access to AI. Adoption and integration are in only the second or third inning. The global AI healthcare industry is expected to increase more than five-fold from $26 billion today to over $187 billion in 2030.
Already there are small cap AI companies with technologies that can map individual human genomes to design tailored cancer treatments, rapidly detail and organize doctor/ patient conversations key bullet points, and even planning neurosurgery.
Some publicly traded healthcare companies that are developing or integrating AI into their pre-existing businesses that are worth considering…
Exscientia plc (NASDAQ: EXAI) AI-driven drug discovery.
EXAI uses AI to design and develop drug candidates, notably creating the first AI-designed molecule to enter clinical trials. Its platform accelerates drug discovery for conditions like renal cell carcinoma and non-small cell lung cancer.
Medtronic plc (NYSE: MDT) AI in medical devices and surgical systems.
MDT integrates AI into its GI Genius endoscopy module to detect colorectal polyps in real-time and collaborates with Vizient for AI-powered surgical video analytics to improve outcomes.
Boston Scientific Corporation (NYSE: BSX) AI-driven health IT and medical education tools.
BSX invests in AI to streamline healthcare delivery, optimize clinical outcomes, and enhance patient engagement through advanced systems and medical education tools.
Becton, Dickinson and Company (NYSE: BDX): AI in medical imaging, diagnostics, and telemedicine.
BDX uses AI for health IT infrastructure automation, fraud detection, and telemedicine solutions to improve diagnostic precision and patient safety.
Intuitive Surgical, Inc. (NASDAQ: ISRG) AI in robotic-assisted surgery.
Known for its da Vinci surgical systems, Intuitive Surgical uses AI to analyze case data and improve surgical precision, with recent launches like an AI-powered digital tool for surgeons.
And there are many, many more.
So, if you feel you’ve missed out on AI as an investment, you’re very much mistaken. There is tremendous potential (and profits) here. Even a handful of AI-related healthcare plays could generate major returns in the next three to five years.
On that note, we have published a special investment report The AI Plays Your Broker Doesn’t Know About detailing three unique investments designed to profit from the ongoing revolution in AI. Best of all, Wall Street has little to no idea these companies even exist, let alone their potential.
We are making just 99 copies available to the general public. To pick up yours…
Best Regards
Graham Summers, MBA
Chief Market Strategist
Phoenix Capital Research
