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1、ab3 September 2025Global ResearchPowered byUBS Evidence LabYESGlobal HealthcareAI Insights:How are Healthcare Companies Using AI?Key potential AI use cases in healthcare include better drug/product design and development,increased labor efficiency within healthcare systems,and process automation.As

2、part of our recent AI Q-series,we surveyed 14 UBS healthcare analysts across the US,EMEA,and APAC on how healthcare companies are using AI,how AI implementation can impact company cost structures,and which players within their coverage are expected to be most/least favored as a result.We think this

3、topic is becoming increasingly important and we are seeing an uptick in public companies discussing AI and private capital being invested in novel AI-dependent technologies/platforms(see inside the report for the specifics).We have heard from several private company investors that AI could be the ne

4、xt potentially transformative technology for healthcare and that those that fail to adopt the technology risk falling behind.We are bullish on the potential for AI to alter the drug/device development landscape.In addition to finding novel targets/platforms using AI,we think that AI can enable more

5、cost efficient drug discovery and development by potentially accelerating the time to drug candidate selection,reduce costs(potentially fewer experiments,broader capture of data).Further,in the context of drug discovery,the models should get increasingly more efficient if they are provided proprieta

6、ry causal data sets for training.We also see an opportunity for meaningful improvements in clinical trial execution,including site selection,patient recruitment,trial design criteria,and data analyses,that we think could accelerate the speed of completing certain trials and potentially mitigate cost