
Three healthcare stocks—Eli Lilly, Novo Nordisk, and Intuitive Surgical—are partnering with leading AI companies to speed up drug discovery and improve surgical device performance. AI is expected to reduce the typical drug discovery phase by a year or two, lowering costs and allowing these companies to invest more in research and development while expanding their positions in high-growth markets like weight management and robotic surgery.
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Sign up free →What happened
Eli Lilly partnered with Nvidia to build a supercomputer for drug discovery; Novo Nordisk partnered with OpenAI to improve drug development and operations; and Intuitive Surgical is using AI to enhance the safety and effectiveness of its da Vinci robotic-assisted surgery system.
Why it matters
AI could reduce the drug discovery phase—which typically takes between three and six years—by a year or two, delivering meaningful cost savings and allowing companies like Eli Lilly to invest more in R&D and offer drugs at lower prices. For Novo Nordisk, faster development could help it recover from recent setbacks in obesity treatments. For Intuitive Surgical, AI insights from its large data set of real-world procedures could improve device performance and patient outcomes.
What to watch
Eli Lilly's progress with its AI supercomputer, Novo Nordisk's investigational medicine UBT251 (which mimics the action of three separate gut hormones) as a potential advance over single-hormone treatments, and Intuitive Surgical's integration of AI into its da Vinci system operations.
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