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Vertiv $VRT is up 16% after a strong Q3 beat and a higher full-year outlook, with organic orders more than doubling YoY. CEO Giordano Albertazzi: “We are in the middle of the largest infrastructure buildout and it’s accelerating.” Organic sales grew 55%, while adjusted operating margin expanded 290 basis points to 25.2%. Higher volumes and manufacturing productivity helped adjusted operating profit grow 83%, outpacing sales growth. The revised full-year revenue and adjusted EPS forecasts are both above consensus. Q4 guidance also came in modestly ahead of expectations. Management says it is shortening new-product development cycles from years to months while expanding capacity to meet changing data center requirements. Adjusted free cash flow increased 50% to $652M, and Vertiv maintained a net cash position while continuing to invest in capacity.

Citrini says the real preclinical bottleneck is monkeys, which take four years to breed and are harder to scale than memory supply “There’s a huge shortage of monkeys and the the you can’t really, that’s probably the most important thing for pre-clinical testing." "And I know a lot of people are going to be like morally opposed to this, but I’ll just say one thing, which is for the, you know, the medicine is closer than ever before to a world where it really is, I say closer than ever before, that doesn’t mean this is going to happen tomorrow or within the next two years or what, but closer to a world where in silica or on on a computer you can simulate, say, like toxicology studies, right, and and reduce the need for animal testing." "I know that sounds counterintuitive because it’s, okay, well, why are you like investing in this company that that does animal testing? Well, the reason for that is in order to get closer to that world, what you need is more data, right? Like you need, you need more experimental data from animal testing, and monkeys are irreplaceable, right?" "Unless you want to do them in humans. If you want to get as close as possible to humans, obviously the answer is monkeys. And it’s it’s harder to expand the capacity of monkeys than it is to increase the supply of memory, right? Like the the the time it takes, I think it’s four years to to breed these these monkeys.”

$MRNA with the single most hilarious possible outcome in this study. EFS HR 0.58. Down the the hundredth, EXACTLY what *NEO*-adjuvant treatment with pembro yielded against adjuvant pembro (the nerfed comparator $MRNA studied against) in SWOG S1801. What does this mean in English? $MRNA’s drug is showing the exact same benefit versus adjuvant pembrolizumab as NEOadjuvant pembrolizumab did. Even more simply? If you just give patients a few doses of the pembrolizumab BEFORE you cut their cancer out, you do what $MRNA does for you, except with just the free tumor that’s already inside your body. No need to pay for this $400K drug. And this makes rational sense, right? The whole point of $MRNA’s vaccine is to produce stuff that looks like the tumor. You know what looks A LOT like the tumor does? THE FREAKING TUMOR!!!!!! Absolutely poetic that $MRNA produced the EXACT HR benefit as neoadjuvant pembro did. Truly, the most hilarious possible outcome. Now can we move on from this bullshit? $MRK and $MRNA should feel free to study their vaccine against the REAL standard of care now - NEOadjuvant immunotherapy. From my perspective, this has been total fugaze, and an amateurish pump and dump worthy of much lesser enterprises.

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