Sizing Up The AI Effect On Wet Lab Tools Spending – Ahead Of The Curve

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Sizing Up The AI Effect On Wet Lab Tools Spending – Ahead Of The Curve

Global Research SECTOR NOTE

July 14, 2026 Sizing Up The AI Effect On Wet Lab Tools Spending – Ahead

■Life Science & Diagnostic Tools: Life

Science Tools Of The Curve

Brendan Smith, Ph.D. THE TD COWEN INSIGHT

646 562 1417 AI adoption across drug discovery is expected to drive +3% spending tailwind for LS tools over the next 3-5 yrs. Proprietary

brendan.smith@tdsecurities.com surveys of pharma R&D & Tools insiders project outsized upside for AI software/biosim (+10%) as well as single-cell/spatial,

Dan Brennan, CFA imaging, automation, & NGS tools (all ~4%). Companies w/ most projected AI upside: ALMR, CERT, ILMN, PACB, QTRX, RPID,

646 562 1317 SDGR, SLP, TEM, TWST, TXG.

dan.brennan@tdsecurities.com

Our ThesisJacqueline Kisa

646 562 1385 AI investments into preclinical drug development processes are increasing in both magnitude and frequency as biopharma

jacqueline.kisa@tdsecurities.com

companies continue to integrate the technology across their workflows. Broader adoption throughout early-stage R&D

Chad Wiatrowski is driving improvements in both timelines and costs per program. Our channel checks and proprietary surveys of both

646 562 1361 biopharma and LS tools companies anticipate ramping AI investments should drive wet lab demand over the coming

chad.wiatrowski@tdsecurities.com years, though revenue upside is expected to grow disproportionately across different tools segments and companies

Kyle Boucher based on exposure and competitive differentiation in the AI era. This report delves deeper into the state of wet lab tools

617 946 3735 spending across biopharma R&D and how AI investments could impact the tools industry on a segment-by-segment basis