BlackRock
May 19, 2026
Evaluating AI's Potential Impact on Biopharma
Macro ThematicEquitiesMacro Economic IndicatorsHealth CareInformation Technology
BlackRock explores how AI is reshaping the biopharma industry by accelerating drug discovery, reducing high R&D failure rates, and increasing the Net Present Value of pharmaceutical assets.
Key Takeaways
- 1.The AI market in the pharmaceutical industry is projected to grow from USD $4.4 billion to $25.7 billion by 2030.
- 2.AI addresses critical biopharma inefficiencies, including the 90% drug failure rate and the 13-15 year development timeline.
- 3.Shortening drug development timelines through AI could increase Net Present Value (NPV) per drug by 25-30%.
Table of Contents
- Why is Biopharma primed for AI enablement?
- Problems Biopharma Industry Faces Today
- Al across the BioPharma value chain
- AI Driven Improvements In action
- Key Regulatory Developments
- Notable Technology Partnerships & Developments
- BlackRock Health Sciences
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Securities
BGF World Healthscience FundExscientiaNVDAPfizer
Themes
AI-Driven Efficiency in R&DNet Present Value (NPV) OptimizationRegulatory Convergence
Regions
GlobalNorth AmericaEuropeUnited States
