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‼️ 323 vials containing deadly viruses go missing from a lab in Australia — ABC News Among them, nearly 100 vials contained the Hendra virus (transmitted from horses to humans, with a 57% fatality rate). Two vials contained the hantavirus (spread by rodents, with a 38% fatality rate), and 223 vials contained the lyssavirus (rabies virus, with an almost 100% fatality rate). The most likely cause of the "disappearance" is thought to be the loss of containers during transfer to a new freezer. The Ministry of Health is conducting an investigation.

$LLY | Eli Lilly Q1 Earnings Highlights 🔹 Revenue: $19.80B (Est. $17.77B) 🟢; +56% YoY 🔹 Adj. EPS: $8.55 (Est. $7.06) 🟢; +156% YoY 🔹 Mounjaro: $8.66B (Est. $7.21B) 🟢; +125% YoY 🔹 Zepbound: $4.16B (Est. $4.03B) 🟢; +80% YoY 🔹 FDA Approval: Foundayo, Lilly’s oral GLP-1 pill for obesity Raises FY26 Guide: 🔹 Revenue: $82B-$85B (Est. $80B) 🟢; raised from $80.0B-$83.0B 🔹 Adj. EPS: $35.50-$37.00 (Est. $33.50) 🟢; raised from $33.50-$35.00 🔹 Performance Margin: 47.0%-48.5%; raised from 46.0%-47.5% 🔹 Tax Rate: 18%-19%; unchanged Other Metrics: 🔹 Key Products Revenue: $13.4B 🔹 U.S. Revenue: $12.1B; UP +43% YoY 🔹 Revenue Outside U.S.: $7.7B; UP +81% YoY 🔹 Worldwide Volume Growth: +65% 🔹 Realized Prices: DOWN -13% 🔹 Acquired IPR&D Charges: $584M vs $1.6B YoY 🔹 Q1 EPS included $0.52 of acquired IPR&D charges vs $1.72 YoY Financials: 🔹 Non-GAAP Gross Margin: 82.6%; DOWN -0.9 pts YoY 🔹 R&D Expense: $3.5B; UP +28% YoY 🔹 Marketing, Selling & Admin Expense: $2.9B; UP +19% YoY 🔹 Non-GAAP Net Income: $7.7B; UP +155% YoY 🔹 Non-GAAP Tax Rate: 16.5% Commentary: 🔸 “2026 is off to a strong start, we delivered 56% revenue growth in the first quarter and raised our full-year revenue guidance by $2 billion.” 🔸 “A key milestone was the U.S. FDA approval of Foundayo—the only approved GLP-1 pill that can be taken any time of day, without food and water restrictions.” 🔸 “Foundayo will meaningfully expand the number of people who can benefit from GLP-1s.”

Is uranium / nuclear the next play? I like $SMR and $OKLO.

The New York Metropolitan Transportation Authority has awarded Siemens Mobility, in collaboration with rail transit system electrical contractor L.K. Comstock (LKC), a contract to upgrade New York City Transit’s Fulton-Liberty Lines with advanced Communications-Based Train Control (CBTC), Siemens reported April 27. “The nearly $390 million contract for Siemens Mobility will modernize 23 stations along 65 track kilometers [40 track miles] with Siemens’ CBTC System, Trainguard MT, in compliance with New York Subway Interoperability Interface Specifications (I2S), replacing century-old infrastructure in Brooklyn and Queens,” the supplier said. “This transformative project delivers the capacity for trains to run as close as 90 seconds apart. It leverages next-generation CBTC technology to fully integrate interlocking and train control functions including 5G-based wireless communication. The new technology will boost capacity, reduce waiting times, and provide the flexibility to meet future demand, ensuring seamless operations and preparing the network to serve New Yorkers for decades to come.” Once the system upgrade is complete, Siemens Mobility said it will also take on a 25-year maintenance contract with the option for two additional five-year extensions.

Interesting, I happened to buy some $POET on today's dip.

Screenshot, done.