2025: Healthcare and Lifesciences investment outlook

Kapil Khandelwal, Managing Partner, Toro Finserve and EquNev Capital, interprets the possibilities for the various segments of the Indian lifesciences and healthcare sector for this year

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Mankind versus ChatGPT:
Our caveat for 2025

For the first time in AI and mankind's history, the line between what is human and what is AI-driven technology is increasingly blurring. We are witnessing that ChatGPT and other OpenAI models can influence the rates of false negatives and false positives in various healthcare and investment applications including algorithms that make investment calls based on future predictions. We have been making annual healthcare and life sciences investment predictions since 2013 with 95 per cent accuracy except during the Covid pandemic years. It seems that ChatGPT itself is turning out to be a black swan event for the algorithms which are predicting the future so accurately in the past. As ChatGPT becomes mainstream, we need to understand the “Confusion Matrix” (see chart below) that will ensure the power of AI and ChatGPT versus humans in the future as more and more AI-generated content and analytics proliferates the world in 2025 and beyond.

As industries including, Healthcare and Lifesciences are adopting AI very rapidly for delivering healthcare so are Banking and Financial Services, and investment managers using AI-driven algorithms for investment calls. We would need to be cognizant of the false negatives and false positives that would elevate the risks and mitigate them accordingly. We have included AI as one of the factors in our 2025 Outlook, India Healthcare and Lifesciences Investment Heatmap.

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