July 29th, 2025 | 07:20 CEST
Study reveals AI catch-up gap among pharmaceutical giants: Opportunities for Roche, Pfizer, and NetraMark?
Many observers believe that AI will revolutionize the biotech and pharmaceutical industries. A study by market researchers at Coherent Solutions now reveals the full picture: the market for biotechnology AI is projected to grow from USD 2.6 billion today to USD 12.8 billion by 2035. This corresponds to an annual growth rate of 18.8%. The report also shows how the industry's major players are preparing for the change. Since the "AI Readiness Index" calculated by the analysts paints a very complex picture, the opportunities for specialized AI investments are significant. We take a closer look at the Coherent Solutions study and introduce a business model poised to revolutionize pharmaceutical research and offer opportunities for investors.
time to read: 3 minutes
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Author:
Nico Popp
ISIN:
ROCHE HLDG AG INH. SF 1 | CH0012032113 , ROCHE HLDG AG GEN. | CH0012032048 , PFIZER INC. DL-_05 | US7170811035 , NETRAMARK HOLDINGS INC | CA64119M1059
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"[...] Defence will continue to develop its Antibody Drug Conjugates "ADC" and its radiopharmaceuticals programs, which are currently two of the hottest products in demand in the pharma industries where significant consolidations and take-overs occurred. [...]" Sébastien Plouffe, CEO, Founder and Director, Defence Therapeutics Inc.
Author
Nico Popp
At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.
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NetraMark: Time is money – AI pays off especially in research
AI is transforming the biotech industry by simplifying and accelerating research. On average, it takes 14.6 years and costs USD 2.6 billion to bring a new drug to market. AI helps identify patterns in complex data, assists with study design, and provides guidance on which subjects should participate in the study and which should not. This is exactly where Canadian company NetraMark Holdings comes in, addressing critical weaknesses in drug development with its own industry-tailored AI products NetraAI, NetraPlacebo, and NetraGPT. Research has shown that NetraMark's technology is superior to traditional chatbots such as ChatGPT and DeepSeek. A study entitled "Integrating Dynamical Systems Learning with Foundational Models: A Meta-Evolutionary AI Framework for Clinical Trials" demonstrates that NetraAI was the only AI system capable of extracting statistically valid, clinically actionable insights.
Since traditional drug trials have a failure rate of 90%, NetraAI offers research companies a significant advantage: if unsuccessful trials can be terminated earlier, this reduces costs. If an improved study design increases the chances of success, it brings tangible competitive advantages over the competition. Industry experts believe that the use of AI can shorten the time to approval by 1 to 4 years. In recent years, research-based pharmaceutical companies have gradually expanded their commitment to AI. Surveys of decision-makers show that AI is one of the most important topics in industry. However, companies are not all equally well prepared.
"AI Readiness Index": Many pharmaceutical giants have room for improvement in AI
The "AI Readiness Index" from Coherent Solutions measures the preparedness of large companies in industry to adapt to change. Roche is the undisputed leader in the index with a score of 77.5. It is followed by Bayer (70.2) and Johnson & Johnson (67.4). AbbVie and Novo Nordisk bring up the rear, scoring less than 40 points. Even pharmaceutical giants like Pfizer only manage a mid-tier ranking with 57.7 points. Pfizer's portfolio spans a wide range of therapeutic areas, including oncology, infectious diseases, immunology, cardiovascular disease, and central nervous system disorders. The Company is also well known as BioNTech's partner for mRNA-based COVID-19 vaccines. In addition, Pfizer developed the COVID treatment Paxlovid. The research and approval process of the active ingredient benefited from supercomputing and AI for the first time. In June, Pfizer CEO Albert Bourla announced at the Goldman Sachs Healthcare Conference the importance of AI in cost reduction. It appears the Company still has untapped potential in the area of AI.
The situation looks better at Roche. The Company launched the "AI with Roche" initiative early on to promote open exchange between experts on the topic of AI. Roche has also relied on AI expertise in the selection of skilled workers in the past. Roche's "Lab-in-the-Loop" model combines laboratory testing with machine learning and AI algorithms and streamlines the classic trial-and-error approach that has been the standard method of exploratory research for decades.
NetraMark shares pick up speed
The AI Readiness Index shows that even billion-dollar companies are at different stages when it comes to AI. For solution providers such as NetraMark, this is a good prerequisite for winning potential customers or even being considered a takeover candidate. Roche's success shows that in-house AI expertise is definitely worthwhile. Current scientific studies and existing collaborations demonstrate that NetraMark can offer added value. Among other partnerships, NetraMark is working with Worldwide Clinical Trials, a well-known clinical research organization. The share price had been trading sideways in recent months, but has recently picked up speed. NetraMark currently has a market capitalization of EUR 68 million. If the Company succeeds in winning over additional customers or partners, the share could unlock further upside potential.
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