In short: Passing mention — #5 on the same slide, at 20.1%/yr. No view.
In short: The second of Verrone's three "left for dead" life-science reversals that "haven't been looked at in years" and have, on his read of the charts, "put in major major bottoms" — part of the health-care complex he ranks at the top of the defensive sectors.
Danaher is Thermo Fisher's closest analogue — a group of life-science and diagnostics businesses selling tools and consumables to labs. Same story, same charts, same verdict: a major bottom after years of neglect.
The transferable observation is that a sector where the fundamental news has been uniformly poor for years, and where the stocks stop going down anyway, is telling you the selling is finished.
40:50Pharma and biotech and life sciences have been leadership. They remain the leadership. They act great. I think these reversals in some of these left for dead life science stocks are particularly notable. The thermos and the Danaher's and the Illumina's which haven't been looked at in years. I think they put in major major bottoms.
In short: Ahlsten: a second-order AI play — AlphaFold-style AI accelerates biological discovery, but predicted proteins still need wet-lab validation, assays and bioprocessing: Danaher sells those picks-and-shovels, and a tools bottleneck could develop. End markets emerging from a cyclical trough (biotech funding, China). 20x forward on 6% revenue / 9% EPS consensus; could re-rate to 25–30x on beats — $194 now, $290+ in three years.
Ahlsten's clever AI angle: Alphabet's AlphaFold can now predict protein shapes, which massively speeds up drug discovery — but every AI-predicted protein still has to be tested in an actual lab. Danaher sells the lab tools and biologic-manufacturing equipment that testing requires, so more AI-generated drug candidates mean more Danaher customers, and possibly a bottleneck in exactly what it sells. The sector is just emerging from a funding trough, the stock trades at only 20x versus its history, and he sees a re-rate to 25–30x — $194 to $290+ in three years.
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