Novo Nordisk's partnership with OpenAI highlights a massive shift as major drugmakers integrate generative AI into their core operations. This basket captures the pharmaceutical giants optimizing their pipelines alongside the tech titans providing the underlying AI infrastructure.
Published on April 15
The way medicines are discovered is being completely reinvented by AI, and it's happening right now. The companies in this group are at the very centre of that change, and early movers in transformative industries have historically been worth paying close attention to.
When a company like Novo Nordisk partners with OpenAI, the rest of the industry takes notice — and follows. This basket gives you exposure to the global pharma titans and AI powerhouses driving this wave, not just the ones watching from the sidelines.
This group uniquely spans both the healthcare and technology industries, two of the most closely watched investment spaces today. That means you could potentially benefit from growth on both sides of this fast-moving partnership.
Novo Nordisk's landmark partnership with OpenAI has sparked a broader shift across the entire pharmaceutical industry. Major drugmakers are now racing to embed generative AI into their core operations, from discovering new medicines to running clinical trials more efficiently. This basket is built around that transformation, capturing both the pharma companies modernising their pipelines and the tech firms powering the AI infrastructure behind it all.
This group spans two distinct but connected worlds: pharmaceutical and biotech companies using AI to reduce costs and improve drug success rates, and technology companies providing the cloud, data, and computing infrastructure that makes it all possible. This diversity means exposure to both healthcare innovation and the growing enterprise AI market, though as with any growth-focused group, some individual stocks may carry higher risk than others.
Every stock in this group was handpicked by professional analysts in direct response to the high-profile Novo Nordisk and OpenAI collaboration. The selection includes biotech innovators using AI as their core engine, global drugmakers integrating AI into deep pipelines, and specialised tech providers supplying the foundational infrastructure. These are not random picks — they represent a carefully curated view of who stands to benefit most from healthcare's computational future.
This basket's total market capitalisation is 1,554,559.72609 and is dominated by a few very large-cap constituents, producing a large-cap-weighted, relatively stable profile. Smaller names hold a much smaller share, so overall performance will generally track the large-cap movers rather than idiosyncratic small-cap swings.
LLY: $871.60B
PFE: $154.21B
BIIB: $26.26B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Eli Lilly & Co
LLY
Current Price
$1,240.36
Eli Lilly is a leading pharmaceutical titan aggressively adopting generative AI and digital health platforms to accelerate its drug discovery and comm...
Eli Lilly is a leading pharmaceutical titan aggressively adopting generative AI and digital health platforms to accelerate its drug discovery and commercialisation efforts.
BIOGEN INC
BIIB
Current Price
$221.12
Biogen is a major biopharmaceutical company increasingly utilising data and advanced technologies to accelerate its pipeline for serious neurological ...
Biogen is a major biopharmaceutical company increasingly utilising data and advanced technologies to accelerate its pipeline for serious neurological diseases.
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On average, analysts expect assets in this group to grow 60.9% over the next year.
12 of 15 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+60.90%
