May. 10 at 4:08 PM
$LLY — GLP-1 dominance continues to reshape obesity + metabolic care globally. Big pharma scale, pricing power, and demand elasticity = structural winner.
$DHR — arguably even more “behind-the-scenes critical.” If LLY is the treatment, Danaher is part of the infrastructure: diagnostics, bioprocessing, and tools that enable biotech production at scale.
One is demand capture. The other is the picks-and-shovels backbone.
Both matter for very different parts of the same healthcare supercycle.
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