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Jasper Hellweg

Jasper Hellweg

Mar 6, 2026

14:25
there's a lot there and i you know i probably oversimplified it um but you know that gives you a flavor of how the companies we follow are deploying ai but with that let me uh turn it to jasper
14:40
thanks david it's good to be here with everyone uh so i cover the um biotech and pharma uh subset segments of the healthcare industry and Truly, there have been massive amounts of AI usage across this field, really across six sort of domains.
15:03
Discovery and target identification, helping to identify and validate novel targets.
15:09
Molecular design and optimization, engineering small molecules, peptides, and biologics.
15:15
Clinical development, which David touched on a bit there, optimizing trial design, enrollment, and endpoints.
15:23
as well as manufacturing and supply chain efficiency improvements, commercial and market access, and enterprise AI infrastructure.
15:34
Now I'm going to talk about a few of the companies in my coverage and how they are utilizing AI, starting with AstraZeneca.

14 MINS LATER

29:38
So with that, let me turn it over to Jasper.

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