AI reaches medicine – Here is where it has the greatest impact: NetraMark, Siemens Healthineers, Intuitive Surgical

Siemens Healthineers scores with AI in radiology

The potential of AI is particularly great in radiology: Smart assistants are already detecting skin abnormalities and analyzing tissue samples. The key point is that AI draws on a never-ending treasure trove of data and always works with the same reliability. While even the best dermatologist may achieve better or worse results in skin cancer screening due to tired eyes or poor lighting conditions, AI delivers consistently reliable results. Why not upload a photo of a skin irregularity to ChatGPT and Co. and ask for an assessment of the skin anomaly from a dermatologist's point of view – the analytical capabilities of even non-specialized language models are already breathtaking.

Even better results are delivered by specialized platforms such as the AI-Rad Companion from Siemens Healthineers, which can, for example, highlight lung nodules on chest X-rays or provide a confidence score for a pneumothorax - the accumulation of air between the lung and the chest wall. With innovations like these, Siemens Healthineers has secured a reputation as a first mover in the field of AI and radiology. Analysts are impressed as well: Following the third-quarter figures at the end of July 2025, many institutions reaffirmed their "Buy" ratings. Bank of America, for example, sees a price target of EUR 65. Kepler Cheuvreux and Barclays were similarly bullish. The German institutions Deutsche Bank and DZ Bank are slightly more conservative with price targets between EUR 58 and 62, but these are still well above the current price level of around EUR 48.

Intuitive Surgical: Thanks to AI, surgical robots can see clearly

The surgical robot specialist Intuitive Surgical is also increasingly relying on AI. Although high-precision mechanics are paramount for robots that often cost several million euros, AI now helps, for example, to optimally position the integrated endoscopic camera or to specially mark critical structures during surgery. The idea behind this is that if surgeons can see more and remove critical tissue during the first operation, the follow-up costs of treatment are reduced. This justifies a hefty valuation: Intuitive Surgical's shares are now worth around EUR 170 billion, and analysts remain largely confident.

NetraMark is revolutionizing pharmaceutical research – AI saves time and money

Another stock that could also bring enormous efficiency gains in healthcare, but has not yet risen to the ranks of billion-dollar companies, is NetraMark. The Company offers an AI solution to improve the design of medical studies for drug approval. Before innovative drugs can be brought to market, drug studies are necessary. Those who carefully select the test subjects in advance achieve better results and reduce the risk of the study failing. This can be the case, for example, if a certain number of test subjects have to leave the study. The active ingredient itself does not even have to be the cause – if the number of test subjects falls below a certain level, research-based pharmaceutical companies and biotech firms have to redo the study. This costs time and money and leads to delays. Especially in the race for the best active ingredients of tomorrow, a few months of lost profits can mean billions.

NetraMark provides support in everything from patient recruitment to the evaluation of efficacy and side effects. It can, for example, create predictive models that predict which patients are most likely to respond to a therapy, and perform many other functions that are useful in the research process. In April 2025, NetraMark entered into a strategic partnership with the contract research organization Worldwide Clinical Trials. Together, the partners aim to make Phase II and III clinical trials more efficient and increase the probability of success. Worldwide brings three decades of experience in clinical research to the table, while NetraAI ensures the precise selection of trial participants by identifying unexpected subgroups in complex data sets. Furthermore, NetraMark is collaborating with one of the five largest pharmaceutical companies in the world to test its AI solution NetraAI in the development of drugs for autoimmune diseases.**

NetraMark shares offer the greatest leverage

While Siemens Healthineers and Intuitive Surgical are already valued at billions, NetraMark is still in the early stages of its stock market story, despite its operational successes. As soon as the Company can report initial successes tied to a new active ingredient or collaborate with one of the major biotech companies, the stock is likely to receive a boost again. NetraMark shares recently rose, but over the course of a year, the stock has tended to move sideways. The stock is still flying under the radar of many investors. However, that could change quickly.