Health Meets AI
sufi@yusuf
The idea
I believe healthcare and AI are converging in a way that builds lasting advantages, from faster drug discovery to smarter devices and sharper decisions from medical data. The basket spreads across that whole stack: surgical robots and devices, health data and software, lab tools and compute, and AI-driven drug discovery, pairing large profitable leaders with smaller, higher-risk names sized small so no single bet carries the take. I keep a slice in cash and plan to hold for years, revisiting the idea only if the core belief that AI is actually reshaping these companies stops holding up.
What will be bought
- Robots, imaging systems and smart medical devices let AI touch patients directly while generating steady profits today. · Intuitive SurgicalIt makes the da Vinci surgical robot, the market leader in minimally invasive robotic surgery., GE HealthCare TechnologiesIt builds medical imaging systems like MRI and CT machines and integrates AI to enhance image quality and accelerate radiologist workflows., Stryker CorporationIts Mako robotic system assists surgeons in joint replacement procedures, representing a second approach to intelligent surgical robotics., MedtronicThe company adds software and artificial intelligence to medical devices like insulin pumps and surgical robots while maintaining stable underlying operations., PROCEPT BioRoboticsIt manufactures a robotic system for a specific urological procedure, representing a focused bet on surgical robot adoption in specialized applications.32%
- Medical records, trial information and diagnostic data are where AI converts information into tangible value. · Veeva SystemsIt provides cloud software that life science companies use across research, trials and commercial operations, positioning it to layer in AI capabilities., IQVIA HoldingsIt operates clinical trials and holds extensive health data assets that stand to benefit when AI accelerates trial execution and data analysis., Tempus AIIt applies AI to genetic and clinical data to help physicians select cancer treatments and assist pharmaceutical companies in identifying trial participants., DoximityIt operates the largest professional network for US physicians and is deploying AI tools for clinical documentation and administrative tasks.22%
- Every health AI initiative requires chips, laboratory instruments and genetic data, so these suppliers benefit regardless of which companies lead. · NVIDIA CorporationIt manufactures the processors that run health AI applications, from drug discovery models to medical imaging analysis., Danaher CorporationIt manufactures diagnostic instruments and equipment for biologic drug production while collaborating to embed AI into laboratory processes., Thermo Fisher ScientificIt supplies laboratory instruments and consumables that research teams still require to validate AI-discovered candidates in physical experiments., IlluminaIt makes genetic sequencing machines that generate the genomic data many health AI systems train and operate on.21%
- Machine learning can compress the years and expense of finding new medicines, and these companies are building the tools and platforms to do it. · Eli Lilly and CompanyThe company applies AI to drug discovery within a large, profitable pharmaceutical business that can fund research operations., Recursion PharmaceuticalsIt uses artificial intelligence as its core method to discover drugs, representing a direct bet on computational drug development effectiveness., SchrodingerIt sells software that designs molecular structures computationally, earning revenue when pharmaceutical companies shift toward computational drug discovery., AbCellera BiologicsIt uses artificial intelligence to discover antibody drugs for internal programs and pharmaceutical partners.19%
- Cash7%