What Meet Kevin said in this video:
- Otherpositive for stockslong-termThe host believes AI in healthcare is an overlooked sector; AI is accelerating drug development and cancer therapy breakthroughs and will continue to positively affect healthcare stocks, bringing catalysts.Source
- MRNAbullishshort-termThe host is bullish on Moderna (MRNA) because its AI-driven cancer therapy with Merck is set to present Phase 3 data this Saturday, with AI greatly speeding up target identification; he is personally exposed to the stock and notes Bank of America raised its price target to 220, while warning of single-trial risk.Source
- Otherneutrallong-termThe host cites a startup example where AI can be used to engineer phages to kill antibiotic-resistant bacteria and rapidly predict life-saving treatments, another example of AI affecting healthcare.Source
- TEMneutrallong-termTempus AI's AI segment is growing fastest with better margins, but the company is not expected to be profitable until 2028 and its recent profit came mostly from stock gains; the host thinks it is too early to call them the winners in data and apps and does not invest.Source
- LLYbullishlong-termThe host is bullish on Eli Lilly (LLY), calling it the S&P 500 of healthcare AI with a reasonable valuation and a PEG ratio around 1.9; its over-$1 trillion market cap and profitability let it acquire successful startups, making it a lower-risk way to invest in AI in medicine.Source