Q: I have been reading about AI supporting better diagnostics in health care (ER’s, primary care etc) and that it there is much work being done to improve health care AI even more.
Which companies in the US and Canada are promising players here that you would invest in to play into this theme?
Sending all of you folks at 5i much appreciation - thanks so much for all you do!
Which companies in the US and Canada are promising players here that you would invest in to play into this theme?
Sending all of you folks at 5i much appreciation - thanks so much for all you do!
5i Research Answer:
The space is emerging, but largely the 'AI in healthcare' theme revolves around: imaging (radiology, pathology), clinical decision support, genomics, and workflow (ER triage).
Most of the AI healthcare names are currently private, but a few of the major publicly-traded players that are involved in AI for healthcare include: TEM (AI and clinical/genomic dataset), AIDX (AI-driven disease detection), MDAI (AI for wound diagnostics ER). We think these names are interesting, but momentum is 'just OK' in these names, and the space is still early. Of the names, we would be most interested in TEM.