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This unlocking of value occurs for a variety of supposed reasons, my favorite having been the fact that the more focused firms are easier to understand and analyze more thoughtfully: All else being equal, increased clarity leads to better analysis, more likely by industry experts, which boosts confidence and in turn leads to higher valuation metrics.
FORBES: More Than Meets The Eye At McGraw-Hill
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The news release also does not say how many different subsets of patients were analyzed, which is particularly important because the more subsets you analyze, the more you are likely to have a positive result merely by chance.
FORBES: Hope Mixes With Doubt For Alzheimer's
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Perhaps most importantly, software can access and analyze significantly more data than what a single person (or even a group of people) can do on their own.
FORBES: An Author Turns to Software to Take the Tedium out of Writing