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29.06.2025 09:55:00
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This Dirt Cheap Healthcare Stock Could Be a Hidden Artificial Intelligence (AI) Opportunity (Hint: It's Not Eli Lilly)
When it comes to popular healthcare stocks, investors have focused a lot of attention lately on Eli Lilly and Novo Nordisk and the potential of their blockbuster weight management treatments, including Mounjaro, Zepbound, Ozempic, and Wegovy. While these drugs are likely to lead to billions in revenue, Lilly and Novo aren't relying solely on these drugs to grow their businesses.Both companies are also looking into the potential that artificial intelligence (AI) can bring to their operations -- and for good reason. Accounting and consulting firm PwC estimates that the total addressable market (TAM) for AI in healthcare could reach $868 billion by 2030. One of the obvious applications that AI has for healthcare is facilitating pharmaceutical companies in clinical trials and drug discovery.While such use cases are exciting, I see another pocket of the healthcare industry that could be positively disrupted by AI: insurance. Let's explore why UnitedHealth Group (NYSE: UNH) could be an under-the-radar growth opportunity because of the intersection between healthcare and AI.Continue readingWeiter zum vollständigen Artikel bei MotleyFool