Fujitsu and Tokai National Higher Education and Research System utilize AI to accelerate clinical research and tackle 'drug loss' in Japan

Fujitsu and Tokai National Higher Education and Research System (THERS) successfully completed field trials using generative AI to structure unstructured clinical data, achieving approximately 90% accuracy in processing patient records from breast surgery procedures. This AI-driven approach identified potential clinical trial candidates and reduced patient selection time by about one-third, addressing the issue of "drug loss" in Japan. Fujitsu plans to expand its Healthy Living Platform on May 30th, integrating this AI capability and linking it with Paradigm Health's clinical trial platform to accelerate real-world data utilization and improve clinical trial efficiency.

Analysis

Fujitsu Limited (TSE:6702), in collaboration with Tokai National Higher Education and Research System (THERS), has reported successful field trials utilizing generative AI to process unstructured clinical data for patient selection in clinical trials, achieving approximately 90% accuracy with data from around 1,800 patient records. This technological advancement significantly reduced patient selection time by an estimated one-third, directly addressing Japan's "drug loss" issue by potentially accelerating local drug approvals. The initiative is set to expand with Fujitsu launching an enhanced function on its Healthy Living Platform on May 30, leveraging its AI service Fujitsu Kozuchi and planning future integration with its enterprise LLM Takane. Furthermore, a partnership with Paradigm Health, Inc. aims to accelerate the use of real-world data, enhancing clinical trial planning and execution. This development aligns with Fujitsu's Uvance business model focused on societal problem-solving and supports THERS' goal of attracting international clinical trials to Japan's Tokai region. The reported positive sentiment (0.8 score) for Fujitsu underscores the perceived benefits of this innovation in the AI and healthcare sectors, building on its established position with ¥3.7 trillion in consolidated revenues for the fiscal year ended March 31, 2024.

Key Decisions for Investors

• Investors should view these successful AI trials as a positive catalyst for Fujitsu (6702), potentially enhancing its growth prospects in the healthcare technology and AI markets, and strengthening its Fujitsu Uvance business segment.
• Monitor the launch of the new function on Fujitsu's Healthy Living Platform scheduled for May 30 and the subsequent adoption and impact on clinical trial efficiency and collaboration with pharmaceutical companies.
• Consider the long-term strategic value of Fujitsu's advancements in structuring medical data, which could improve its competitive positioning and contribute to solving significant healthcare challenges like 'drug loss' in Japan.