Great write up as usual Herb. But what is happening with Empire Real Wealth? I subscribed because of you and now it has a new chief editor and no explanation of what’s going on. Can you share anything about this?
When I read your article the first thing I thought of was Google Deep Mind's Alpha Fold. It's an AI that has already 3D mapped over 200m proteins. They made the database public and say it will be very important to the drug discovery process.
"Hassabis envisions the development of a “virtual cell” that models all cellular dynamics and can be used to perform in silico experiments. This would streamline the research process, requiring wet lab validation only at the final stage."
I don't know exactly what this means but it sounds like the Alpha Fold database may reduce the amount of testing equiptment used in drug discovery. If it does, do you know if this will have a material impact on Danaher's business?
Being in DC, I have been a fan of $DHR over the years. Typically finding great management and staying very under-the-radar. I scaled back when it lost its momentum last year, but will definitely keep on the radar and glad to see others appreciate them as well. Thanks as always Herb!
Great write up as usual Herb. But what is happening with Empire Real Wealth? I subscribed because of you and now it has a new chief editor and no explanation of what’s going on. Can you share anything about this?
Same here. I bought a 'lifetime subscription" because of Herb being the lead of that service.
When I read your article the first thing I thought of was Google Deep Mind's Alpha Fold. It's an AI that has already 3D mapped over 200m proteins. They made the database public and say it will be very important to the drug discovery process.
"Hassabis envisions the development of a “virtual cell” that models all cellular dynamics and can be used to perform in silico experiments. This would streamline the research process, requiring wet lab validation only at the final stage."
I don't know exactly what this means but it sounds like the Alpha Fold database may reduce the amount of testing equiptment used in drug discovery. If it does, do you know if this will have a material impact on Danaher's business?
AlphaFold: Redefining drug discovery with digital biology and AI https://www.drugdiscoverytrends.com/alphafold-redefining-drug-discovery-with-digital-biology-and-ai/
DeepMind uncovers structure of 200m proteins in scientific leap forward
https://www.theguardian.com/technology/2022/jul/28/deepmind-uncovers-structure-of-200m-proteins-in-scientific-leap-forward
Being in DC, I have been a fan of $DHR over the years. Typically finding great management and staying very under-the-radar. I scaled back when it lost its momentum last year, but will definitely keep on the radar and glad to see others appreciate them as well. Thanks as always Herb!
Thanks. Appreciate your reminder about this under appreciated company.
Is there a theme here? They make the machines that make the machines? ASML does the same thing in chip fabrication? Their chart looks similar as well.
They make machines and tools that make drugs... not machines.
What ''heart'' do you press to keep reading. i cant find it.
Aha. Got it.