Please ensure Javascript is enabled for purposes of website accessibility 开创更美好明天:AI对健康护理的影响 - 骏利亨德森投资
中国核准合格境内机构投资者专用

开创更美好明天:AI对健康护理的影响

环球企业事务主管Sarah de Lagarde于2022年在伦敦地铁遭遇意外,失去了两肢。让我们听听她娓娓道来,人工智能(AI)如何协助她康复;同时投资组合经理Andy Acker认为,Sarah的故事代表了健康护理领域许多日新月异的发展。

2024 年 9 月 10 日
7 分钟观看时间

焦点分析

  • 尽管AI将可能在各个领域广泛应用,但其对健康护理的影响举世皆知。
  • 例如,据Sarah de Lagarde所说,她在一次严重火车事故中失去右臂后,就开始使用AI驱动的义肢。这种义肢现已能模仿细微的动作机能。
  • 这种创新正在整个健康护理板块加速发展,为患者和投资者创造了无数机遇。

IMPORTANT INFORMATION

健康护理产业受制于政府监管和报销率以及当局对产品和服务的审批,这些因素可能对价格和供应造成重大影响,亦可能受到迅速过时和专利到期的重大影响。

科技产业 或会受到现有科技过时、产品周期短、价格和利润下跌、市场新对手带来竞争以及整体经济环境的重大影响。集中投资单一产业的波幅或会高于集中程度较低的投资和市场整体的表现。集中投资单一产业、行业或地区将更易受到影响该类别的因素影响,所以表现可能比集中程度较低的投资和市场整体来得波动。

 

JHI

JHI

 

只提供英文版本
Andy Acker: The level of innovation that we’re seeing today in the healthcare sector is like nothing I would have imagined. I’ve been investing in the healthcare sector for almost 25 years at Janus Henderson, and the breakthroughs that we’re seeing today and the impact that they’re having on patients are just beyond imagining. Almost…a lot of what we’re doing today would have seemed like science fiction, even 10 years ago.

Michael Wooldridge: So, AI has a huge range of potential applications. It’s going to affect pretty much every, every aspect of our lives, every aspect of our working life, our leisure life. It will create endless new opportunities. But healthcare, I think, is one of the application areas where it’s going to be, has the potential at least to be transformative globally. AI in healthcare, I think, is the single most exciting application of this technology.

Sarah de Lagarde: At the end of 2022, I was involved in an unfortunate accident. As I was using public transport in London, I slipped on a wet and uneven platform and fell in between the gap, in between the stationary train and the platform, and nobody heard or saw me. The train departed, and I lost my right arm above the elbow and my right leg below the knee.

I was eventually found and rescued and then embarked on a long journey of rehabilitation. I was fitted with prosthetics; especially the arm prosthetic is an interesting piece of technology, as it is a state-of-the-art bionic arm that has an articulated elbow and a multi-articulated hand. It is a non-invasive piece of kit. It’s basically a custom-made socket that has about 16 electrodes embedded in that are fitted on the residual limb. It enables me to think about a gesture, I twitch the right combination of muscles inside the socket, the electrodes pick up the signal, and transform that into electric impulses that lead me to be able to move my bionic hand.

Simon Pollard: COVVI was formed back in July 2017, with a mission to deliver a world-leading prosthetic hand with users and clinicians at its heart. Working together, we wanted to actuate real positive change to the lives of people with upper-limb deficiency and give the end patient a real choice.

It has unrivaled or unmatched technology in its make-up. Our innovative remote-assist features – which basically means we can access the hand anywhere remotely in the world and help with configurations – help with set-up or any problems from a software issue. We then have a user-friendly app, which is there to help the amputees obviously go in and change any settings and reduce the mental and physical workload required to basically start up the hand. It has 24 programmable grips and gestures, which obviously facilitate fine motor skills and offer precise and versatile control over a wide range of finger movements.

Here we are today, with a hand which we believe is changing people’s lives on a day-to-day basis. Machine learning provides a personalized control. So, AI algorithms learn from your individual movements and patterns and preferences and allow the prosthetic to adapt and tailor its behavior.

de Lagarde: The artificial intelligence part inside the bionic arm is really interesting because it makes the users life so much easier. Every day I use the arm, data gets collected in how I use the arm, and that data sits in a central server, but it also sits inside an application that I have on my phone, and I can calibrate that every day. And every day the machine learns how I use those specific grip patterns, and, in essence, it makes it faster and easier for me to execute. So, a gesture that would have taken up a lot of brain power for me to activate, over time, it will go from 10 seconds to almost instantaneously, and that is super helpful for the end user.

Wooldridge: Where the technology is going, I say, is, you know, the idea of enabling people to live an ordinary life in circumstances where previously they would have just been ruled out of that because they wouldn’t have had the the capabilities to do it.

I have colleagues who think that they’re going to be able to recognize the onset of dementia just from the way that people use their smartphone. So, for example, one of the symptoms of dementia will be that simple cognitive tasks like finding somebody in a contact list on your phone, that you get confused and it takes you longer to do that. So, spotting changes in people’s behaviour through AI is something which sounds feasible. Now, I emphasize the technology isn’t there yet, but there’s no reason why it couldn’t be.

Acker: The medical advances that are happening today we think are just the tip of the iceberg of what will be coming in the future. The amount of information and processing power is compounding, and the amount of information that we’re getting about, for example, the underlying genetic causes of disease, these are compounding at such a high rate that we think they’re going to lead to significant breakthroughs in the future. In fact, many have called the upcoming century the Century of Biology, and we couldn’t agree more with that assessment.

de Lagarde: I’m confident that this is just the beginning of this incredible medical technology progress that we’re making with artificial intelligence. I can see that this technology can be applied to a much vaster range of not just prosthetics but support for increased mobility, which will be interesting for an aging population to remain mobile for as long as they can.

Acker: The opportunities for innovation remain enormous. There are so many high, unmet medical needs. If we think about cancer, heart disease, diabetes, those suffering from accidents and needing replacement of limbs. And we see medicine and healthcare changing dramatically with these applications of technology, and we think that’s going to create enormous opportunities for investors in the years to come.

任何对个别公司的参考,仅供说明用途,并不构成买入或卖出投资建议,法律或税务事项的忠告。
2024 年 9 月 10 日
7 分钟观看时间

焦点分析

  • 尽管AI将可能在各个领域广泛应用,但其对健康护理的影响举世皆知。
  • 例如,据Sarah de Lagarde所说,她在一次严重火车事故中失去右臂后,就开始使用AI驱动的义肢。这种义肢现已能模仿细微的动作机能。
  • 这种创新正在整个健康护理板块加速发展,为患者和投资者创造了无数机遇。