During Danaher’s company presentation at this year’s J.P. Morgan Healthcare conference in San Francisco, the company highlighted the global ageing population is estimated to grow to over 1.5 billion people over 65 by 2050.
This outlook really shaped the company’s future plans with devices and investment. There was a strong emphasis on adopting new technologies to improve diagnostic accuracy and speed. Rainer Blaire, CEO of Danaher, highlighted that Danaher is well positioned in 2026 with high single digit growth since the company’s diagnostic portfolio is in highly attractive areas such as molecular testing, pathology and blood gas, and in core lab.
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The presentation highlighted that Beckman Coulter’s Dxl 9000 Immunoassay Analyzer as an innovative solution for healthcare’s biggest challenges as the device leads in workflow and 100 times more sensitivity compared to other devices on the market. Rainer Blaire emphasized that the Dxl 9000 would improve diagnosis of more sensitive diseases like Alzheimer’s in early stages and other complex illnesses in standard hospitals. Thus, streamlining care for patients earlier on since diagnostic tests would be more accessible.
Danaher is poised to continue to excel in the diagnostics not just in 2026 but into future years as well due to their robust molecular diagnostics portfolio led by Cepheid and strong core lab presence due to Beckman Coulter.
For example, according to GlobalData’s Respiratory Disease Tests Stock Keeping Unit (SKU) Tracker, which tracks 4,350 US hospitals, 1,450 distribution centres, 250 physician offices, and 380 clinics, from January 2025-Septemer 2025, Cepheid had over $380M in sales in respiratory disease tests alone. When extrapolating to estimate respiratory tests sales in the US, GlobalData estimates the value to range from $1.2-1.4B.
Therefore, Danaher not only has a strong hold in the diagnostic testing space currently, but the company is also positioned to remain as a top competitor due to the company’s drive to improve patient care and expand the portfolio through mergers and acquisitions.
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