Fishbone Advisors Survey: Institutional Investors See Healthcare's AI Story as Overblown

Fishbone Advisors Survey: Institutional Investors See Healthcare's AI Story as Overblown

Quarterly survey of 75 institutional investors active in healthcare delivers the first published, investor-assigned AI scores for 30 large-cap healthcare companies; Eli Lilly, UnitedHealth and Moderna lead

Study highlights:

In every healthcare subsector, 48% to 67% of investors say management overemphasizes AI relative to its actual financial contribution

Investors do not see AI as a material valuation driver in any subsector, a result that held on retest six months later