TD Cowen

“The clearest near-term investment signal is in simulation and prediction software. Demand for tools that model drug-drug interactions, toxicity, and dosage customization is expected to see 'the strongest upside by 2028.'”

“The hope is to 'create more shots on goal,' says Brendan Smith, director of life sciences equity research at TD Cowen, and to generate large amounts of data that can train the AI models to increase the odds of clinical success.”