Musterdepot – Zukunft: KI in der Medizin – welche Aktien jetzt interessant sind

For those looking to profit from the Artificial Intelligence (AI) market, it is not necessary to focus solely on infrastructure providers such as Coreweave. The Cloud provider is currently at the center of the AI correction in the markets. The healthcare sector is also being significantly transformed by AI, as AI models are expected to reduce drug discovery times from years to months and minimize costly failures.

Major tech giants have long discovered this market, with Amazon, Alphabet, and Anthropic collaborating with pharmaceutical companies to develop drugs faster and advance research. However, small companies also offer investment opportunities and the chance for diversification.

AI is capable of generating far more than mere texts. Large Language Models (LLMs) process sequences of symbols, which is reflected in the structure of biological material - our genetic material, or the source code of our life, written in the language of nature. From these sequences, amino acid chains form, folding into complex proteins, the universal building blocks of our organisms.

To generate returns from this biological language, a closed value chain is needed. The foundation is data, which must be produced, collected, structured, and evaluated. Companies that are part of this value chain show significant potential. Some are already in the future depot, including Alphabet, Amazon, Schröder, and Biontech.

Our positions in Tempus AI, Oxford Nanopore, and Roche are being replenished. These companies have different roles in the value chain. The value chain in detail: Producing: Precise sequencing data are at the beginning. Specialized companies like Oxford Nanopore provide the technological basis to decode genetic material in real-time using nanopores and electrical impulses, providing raw data that enable a KI model to map biological reality.

The stock has gained more than 60 percent since the beginning of the year. Collecting and Structuring: Structured patient data make KI usable in the clinic. Tempus AI links molecular tumor DNA from various sources with real patient records, allowing oncologists to receive real-time recommendations for treatment options. By monetizing its own diagnostics, KI models, and selling data to pharmaceutical companies, Tempus AI is increasingly moving towards profitability in the fourth quarter. Since the beginning of the year, the stock has increased by 13 percent.

Evaluating: KI models from Amazon, Anthropic, Alphabet, and Tempus AI evaluate data from various sources. Physics-based software platforms like those from Schrödinger are also important, as they simulate the behavior of drugs, saving years of synthesis trials in the lab. Since the beginning of the year, the stock has gained nearly a third.

Both Biontech and Roche cover the entire value chain within their own houses. Biontech uses generative AI models by its subsidiary InstaDeep for cancer therapies and links them with data from the alliance with Tempus AI. Roche operates an ecosystem for clinical-genomic data. On the Investor Day, Roche presented the clinical proof of the future financial benefit of AI, with the success rate in expensive phase-III studies rising from 65 to over 80 percent thanks to the KI system Target Nexus, significantly reducing research costs. Investment analysts may be underestimating Coinbase.