Aug. 20 at 7:30 AM
$DHR $ISRG $VRTX $BMY $PLD Danaher benefits from life-sciences and diagnostics demand, Intuitive Surgical benefits from robotic-surgery adoption, Vertex benefits from pharmaceutical demand and pipeline progress, Bristol Myers Squibb remains driven by its drug portfolio, and Prologis benefits from logistics and warehouse demand. I'm watching biopharma spending, procedure volumes, clinical milestones, drug sales, and occupancy.