KEDI U.S. Medical AI Index
The index consists of U.S.-listed equities that are highly related to medical AI.
Sentiment Summary
Recent Events
NVIDIA's Q1 fiscal 2027 earnings release is scheduled for May 20, 2026. Low importance assigned as the announcement of an earnings date typically results in ~1% price impact, scheduled.
First quarter 2026 financial results and conference call on May 11, 2026, with high importance estimated due to potential market impact of earnings guidance, scheduled.
First quarter 2026 financial results on May 7, 2026, to be released after market close; significant price impact expected based on recent growth trends scheduled.
Natera is expected to announce its Q1 2026 financial results scheduled. Scheduled earnings releases are key volatility events with an estimated 5% impact.
First quarter 2026 financial results and business update scheduled for May 5, 2026; high impact from potential 10% price volatility expected.
BioNTech will report first-quarter 2026 financial results and provide a corporate update on 2026-05-05; given the sharp March 2026 volatility after guidance and leadership news, this update is likely to be closely watched and could move shares materially, expected.
Recursion is scheduled to report Q1 2026 financial results on May 4, 2026; analysts forecast an EPS of approximately -$0.27 and revenue of $17.46 million, forecasted. Medium importance is estimated as earnings reports typically drive significant price movement.
Eli Lilly is scheduled to announce its first-quarter 2026 financial results on April 30, 2026, with a conference call to follow. High importance is estimated due to the potential for significant price volatility exceeding 10% based on historical earnings trends, scheduled.
AbbVie is scheduled to report its Q1 2026 financial results on April 29, 2026, before the market opens. Analysts forecast revenue of approximately $14.7 billion and EPS around $2.67, with growth driven by key products Skyrizi and Rinvoq. This release is scheduled.
First quarter 2026 earnings results scheduled to be released on 2026-04-29. Analysts forecast EPS of approximately $2.53-$2.58 and revenue of $14.74B-$14.88B; high importance reflects expected volatility around major earnings releases scheduled.
Alphabet is scheduled to report its Q1 2026 financial results on April 29, 2026. Analysts forecast EPS of approximately $2.63 on revenues of $106.9 billion; high importance due to expected market volatility scheduled.
On April 28, 2026, AbbVie announced a strategic collaboration with Kestrel Therapeutics, including an exclusive option to acquire the company. The deal, potentially worth up to $1.45 billion, focuses on developing Kestrel's pan-KRAS cancer inhibitor.
On April 28, 2026, AbbVie submitted an application to the U.S. FDA for upadacitinib (Rinvoq) for the treatment of severe alopecia areata, potentially expanding the market for a key growth drug.
The U.S. FDA approved Breztri Aerosphere for the maintenance treatment of asthma in patients aged 12 and older on 2026-04-28. This is the second indication for Breztri, which was previously approved for COPD.
Nominated Kofi Amoo-Gottfried for election to the Board of Directors at the June 2026 annual meeting on April 28, 2026.
On April 28, 2026, NVIDIA announced a new 12GB VRAM configuration for its GeForce RTX 5070 laptop GPU to expand product options and address memory supply constraints. Low importance assigned as product SKU updates typically result in ~1% price impact.
Named to TIME's 10 Most Influential Health and Life Science Companies of 2026 on April 28, 2026.
On April 27, 2026, Eli Lilly announced a definitive agreement to acquire Ajax Therapeutics for up to $2.3 billion to expand its hematology pipeline. High importance is assigned based on the strategic value of the acquisition and an estimated price impact of over 10%.
The U.S. FDA approved the Saphnelo Pen, a subcutaneous autoinjector for self-administration, for the treatment of adult patients with systemic lupus erythematosus (SLE) on 2026-04-27.
On April 27, 2026, AbbVie submitted an application to the FDA for a subcutaneous (under-the-skin) induction dosing option for Skyrizi to treat Crohn's disease, offering a more convenient administration method.
Alphabet announced an investment of up to $40 billion in AI startup Anthropic on April 25, 2026, deepening its partnership.
On April 24, 2026, AbbVie received a Complete Response Letter (CRL) from the FDA for its experimental wrinkle treatment, trenibotulinumtoxinE, due to manufacturing-related issues, delaying its potential market entry.
Announced a strategic collaboration with the Keck School of Medicine of USC on April 23, 2026, to integrate AI-driven precision medicine.