CoTw: AI/ML-Based Initiatives and Deals in 1H26

研报英文原文证据摘录

CoTw: AI/ML-Based Initiatives and Deals in 1H26

Deutsche Bank

Research

North America Industry Date

Life Science Tools and Life Science Tools, 6 July 2026 Diagnostics/CROs

Diagnostics & CROs

CoTW: AI/ML-Based Initiatives and Deals in

Justin Bowers 1H26

Research Analyst

+1-917-517-9836

Portfolio Manager Summary

We are providing investors with a summary of AI / ML – based initiatives and deals Sam Martin

across the Tools / CRO space announced in 2026 with this edition of the Chart of Research Associate

the Week (CoTW). We highlight 33 announcements (comprehensive and unlikely

all) with a heavier weighting towards 2Q26 relative to 1Q26 (19 vs. 14). The nature

of the deals varies from collaborations with AI / ML leaders and providers like

Anthropic / OpenAI / Microsoft / NVIDIA (8 total) to internal efforts / M&A (9 total)

and niche / specialized efforts. The announcements were split with a heavier

weighting towards Tools (25) vs CRO (8) under this cohort.

Common threads across Tools / Dx is either leveraging leading AI-providers to

drive productivity and efficiency gains or using the power of AI to drive scientific

insights / advancements. Several of the latter deals are targeted towards rapidly

expanding fields in omics (proteomics, genomics, multiomics, etc.), where data

generation and training models on large sets of verified results are crucial. Our

view is that companies are more likely to harvest AI-relevant benefits to margins

in 2027 and beyond tailwind given the nascency of the announcements,

underlying technology, and various adoption curves.

CRO AI / ML – based announcements through June vary, including: efforts to

scale and grow specialized AI-based agents; leveraging AI for internal efficiency