Core Insights - Investment strategist Shay Boloor identifies three companies as key players in the evolving healthcare landscape, focusing on AI-driven diagnostics, consumer-centric telehealth, and innovative pharmaceutical discovery [1][14] Company Summaries TempusAI (NASDAQ: TEM) - Tempus is described as the "operating system of AI healthcare," providing essential infrastructure for real-time clinical decision-making through its multimodal data platform that integrates genomics, imaging, pathology, and outcomes [1][2] - The company has seen a year-to-date stock return of 18%, with its equity valued at 40.45 as of the latest update [2] Hims & Hers Health (NYSE: HIMS) - Hims is positioned to compete with Amazon's One Medical by focusing on trust and brand identity, emphasizing a lifestyle-first approach that fosters customer loyalty [5][6] - The company has expanded its offerings in high-margin areas such as GLP-1 weight loss drugs and dermatology, achieving an 8% year-to-date stock increase, valued at 27.23 [7] Recursion Pharmaceuticals (NASDAQ: RXRX) - Recursion is innovating drug discovery by building a pharmaceutical engine around AI, processing over 20 petabytes of biological and chemical data to rapidly analyze compound-disease interactions [8][9] - Despite a year-to-date stock decline of 23%, trading at $5.50, the company is backed by partnerships with major industry players like Bayer and Roche, which enhances its value proposition [9]
Investment strategist picks 3 ‘new age' healthcare stocks to buy