For a century, breakthroughs like antibiotics, imaging, and genomics redefined the practice of medicine. Today, the defining context is digital: the electronic health record (EHR). What was once a passive repository is becoming an active, predictive operating system for care -- where ambient documentation, AI agents, and population-scale models shape how health care providers (HCPs) document, decide, and deliver care.
For commercial, insights, and analytics leaders in pharma, biotech, and medtech, this shift isn’t an IT side story; it’s a go-to-market reality. The next decade of influence will be won or lost where clinicians click -- inside AI-augmented EHR workflows that prioritize anticipatory care over reactive care.
Scale is strategy in platform markets. In 2024, Epic recorded its largest net gain in hospital market share on record, adding 176 facilities and nearly 30,000 beds, widening its lead over Oracle’s Cerner business, per KLAS-cited reporting. That scale compounds: as more systems adopt Epic, more decisions, documentation, and patient engagement occur inside Epic workflows, thus accelerating feature adoption and shaping clinical norms.
This matters to biopharma industry leaders because influence follows adoption. If AI-driven suggestions, documentation, and order sets surface inside the EHR, then brand strategy, evidence strategy, and access strategy must adapt to the logic of those systems.
Long before today’s foundation models, clinical teams were already using EHR data to reliably phenotype conditions such as hypertension, combining codes, meds, vitals, and NLP to improve identification accuracy. That early work foreshadowed the current leap: moving from static rules to sequence models that learn from longitudinal patient journeys.
Epic’s new Comet exemplifies the step-change. Trained on time-ordered clinical events drawn from Epic’s Cosmos network, Comet simulates plausible patient futures -- estimating risks like readmission, ASCVD, extended length of stay, or emergence of conditions (e.g., pancreatic cancer). Early evaluations suggest Comet outperforms many single-task models across diverse scenarios. The shift is profound: from best guesses to probabilistic scenario planning at the point of care.
Another accelerant: interoperability that actually works at scale. More than 1,000 hospitals and 22,000 clinics using Epic are now live on the Trusted Exchange Framework and Common Agreement (TEFCA) through Epic Nexus, which has been designated as a Qualified Health Information Network (QHIN) by the federal government.
TEFCA is the nationwide framework, created under the 21st Century Cures Act, that standardizes how health information is securely exchanged across providers. By lowering long-standing barriers to interoperability, especially for rural and underserved communities, TEFCA reduces fragmentation and ensures a more complete picture of the patient journey is available at the point of care.
For pharma, biotech and diagnostic companies, this shift means access to cleaner, broader, and more timely data. That data becomes the raw material for real-world evidence (RWE) studies, for structuring outcomes-based contracting with payers, and for more precise targeting of care gaps where interventions can make the greatest impact.
Epic’s recent wave showcases how agentic AI embeds directly in clinician and patient experiences:
Together, these agents reshape attention: what surfaces, when it surfaces, and how it’s acted upon. If you’re not optimizing how your therapy appears to an AI colleague sitting beside the clinician, you’re competing with one hand tied behind your back.
It’s not just the EHR vendors. Health systems are moving fast to offload documentation and streamline workflows with ambient AI scribes. Case in point: Ardent Health, a 30-hospital system, piloted Ambience Healthcare across 17 specialties and seven languages and reported:
Leadership’s takeaway: “Don’t take this away.” When ambient AI removes clerical burden and fits the workflow, adoption can go viral. That adoption is the on-ramp to broader agentic automation where recommendations, orders, and coding are increasingly AI-mediated.
Meanwhile, Oracle is making an assertive play. The company announced a next-gen, “AI-first” EHR rebuilt on Oracle Cloud Infrastructure and a semantic database designed for real-time agentic AI -- paired with a knowledge graph to unify clinical and payer context. Their pitch: AI that’s built-in, voice-first, and open for third-party agents and models, with native capabilities spanning prior auth, real-time claims adjudication, patient portal AI explainability, and even embedded clinical trials (with ambient capture) planned on the roadmap.
Market share data show Oracle has ground to regain, but the technical direction -- agents working off live, evergreen data with payer and clinical rules -- signals where EHRs are headed as a category: from databases to reasoning platforms.
The commercial playbook must bend to a world where AI intermediates attention:
EHR Readiness Audit
AI-Consumable Evidence Packaging
Access & Rev Cycle Integration
Portal-Native Patient Education
EHR-Embedded Trials
Governance, Privacy, and Bias
This is a moment of convergence: interoperable infrastructure, ambient automation, and foundation models trained on billions of clinical events. The winners in life sciences will be those who co-design with EHR platforms and health systems -- not as vendors vying for clicks, but as partners building the new language of clinical decision-making: predictive, explainable, workflow-native.
The story isn’t “AI versus clinician.” It’s AI with clinician -- inside the EHR, at the moment of decision, tuned to the realities of coding, coverage, and capacity. Ambient documentation eases the day; agentic assistants elevate the decision; interoperability stitches the journey. For pharma, biotech, and medtech, the mandate is clear:
Anticipatory medicine isn’t hypothetical. It’s live, NOW, in pilots, rolling out across networks, and diffusing through agentic tools that HCPs and patients actually like using. The strategic question for our industry isn’t “Will EHR AI change prescribing?” It’s how quickly...and whether your brand, evidence, and access strategy are already wired for the AI colleague in the room.
Let’s build for that reality.