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A.I. Set to Transform BioPharma - 170pg Primer

Our long-held view has been that BioPharma is in the midst of a multi-decade innovation SuperCycle. A.I. is set to rapidly accelerate this innovation. In writing this 170pg analysis, we have conducted months of research starting in late 2022 and spoken to numerous companies in the BioPharma A.I. space.
We asked ourselves 3 key questions to assess whether investors (and Intron) should care about this nascent sub-sector today: 1) Is A.I. likely to create significant value in BioPharma, 2) Is it possible to identify which companies will succeed ex ante and 3) Are there a meaningful number of investable companies. We believe the answer to all 3 questions is “Yes” & the rate of progress is nothing short of staggering, thus requiring urgent action.
To assess the investable universe we started with more than 250 co’s & spotlight 75 in this note with the highest potential. We have also created a basket of 10 very high potential listed companies; the “Intron AI Basket” which will be tracked.
Given the fragmented nature of this sub-sector & size of the co’s, we show a differentiated investment strategy is required that adopts a portfolio approach & from our perspective, a different approach to stock coverage.
To attend our upcoming conference or for the full 170 page note with 75 co’s spotlighted & an analysis of how to select the winners, please contact Naresh Chouhan ( )