Cathie Wood: AI will have the most profound applications in the healthcare sector

Cathie Wood posted on the X platform that, according to ARKInvest's research, the most profound application of AI will be in healthcare. Deregulation is accelerating this transformation in the healthcare sector. The science of assessing drug efficacy has made significant progress, with R&D projects collecting evidence from multiple dimensions such as mechanisms of action, biomarker effects, and intermediate endpoints. This verifiable evidence, ranging from mechanistic data to real-world evidence, can replace the second pivotal trial.

Historically, there has been considerable regulatory flexibility in the fields of rare diseases and oncology. It is expected that the change from two trials to one will have the greatest impact in common disease areas such as cardiovascular and respiratory conditions, with each project potentially saving up to $350 million in costs and shortening the R&D cycle by several years.