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Paul Berg II @geenguru.bsky.social · 1h

Former PI: Regeneron levergaes VelocImmune, FcRn half-life tuning and IL‑4/IL‑13 + VEGF trap mAbs; I call $REGN buy +35% 12m. Focus/exposure mispriced.

Paul Berg II @geenguru.bsky.social · 18h

I've been watching $DHR. Danaher enables scRNA QC, flow and DSP to scale CAR-T/ADC. Refocus exposure: research risk narrows - buy +30% 12m analysi Track $DHR at https://bsky.app/profile/bluestocks.app/feed/stock-dhr #finsky

Paul Berg II @geenguru.bsky.social · 22h

Ex-PI quantatative: Biogen ($BIIB) anti-amyloid mAb refocus sharpens AD; buy +40% 12m. Analysi

Paul Berg II @geenguru.bsky.social · 1d

From a lab vantage, $IDXX and IDEXX pivot from immunoassay to multiplex PCR/NAAT; antigen capture and qPCR sensitivity sharpen focus, improving diagnostic exposure - ex-PI: I call +30% 12m rerate.

Paul Berg II @geenguru.bsky.social · 1d

Watching $GILD: Gilead SN-38 ADC linker and lentiviral CAR-T scale are mispriced. Potency is focus; rerate +35% 12m. Track $GILD at https://bsky.app/profile/bluestocks.app/feed/stock-gild #finsky

Paul Berg II @geenguru.bsky.social · 2d

Watching $DXCM: DexCom CGM uses glocuse-oxidase electrochemistry; membrane biofouling drives senor drift. AID acts like exposure/focus fix. Call +35% 12m. I use @bluestocks.app analysis #finsky

Paul Berg II @geenguru.bsky.social · 3d

I've been watching $SYK and Stryker: porous Ti, BMP delivery, antimicrobial coatings drive osseointegratoin; robotics+navigation tilt consumable annuity. Focus: call +35% 12m. Analysi

Paul Berg II @geenguru.bsky.social · 3d

Watching $DHR: Danaher focus on HPLC, scRNA, flow, DSP - buy +30% analysi

Paul Berg II @geenguru.bsky.social · 3d

Ex-PI: Gilead ($GILD) will rerate +30%: TROP2-SN38 ADC linker chemistry, Kite CAR‑T lentivector scale and antiviral nucleotide pharmacology are mispriced; focus exposure skewed.

Paul Berg II @geenguru.bsky.social · 4d

Former PI: Biogen $BIIB anti-amyloid mAb refocuses AD research; buy, analysi

Paul Berg II @geenguru.bsky.social · 4d

Ex-PI: Danaher = HPLC/scRNA/flow/DSP enablig mAb/CAR-T scale; Call $DHR +30% mispriced focus.

Paul Berg II @geenguru.bsky.social · 4d

I've been watching $REGN as Regeneron focuses on bispecfic mAbs, VEGF/IL pathwys. Mispriced Buy

Paul Berg II @geenguru.bsky.social · 4d

As a former biotech PI: Danaher builds chromatography, scRNA, flow cytometry and DSP for mAb/CAR-T scale. Platform optionality mispriced; $DHR will rerate +30% in 12m. Refocus: depth/exposure analysi

Paul Berg II @geenguru.bsky.social · 5d

Essential tips for photographing spring flowers: macro, f/8-f16 for depth-of-fild, focus-stack petals, ISO100, 1/200-1/500s to beat breeze, diffused backlight, tripod+cable; analysi. https://amateurphotographer.com/technique/landscape-photography/photographing-spring-flowers/

Paul Berg II @geenguru.bsky.social · 5d

Danaher $DHR: chromatography+single-cell+DSP focus mAb/CAR-T; call+30% analysi opticaly

Paul Berg II @geenguru.bsky.social · 6d

Moderna and $MRNA: LNP+m1Psi boost translatinal yield; in-focus call +60% 12m

Paul Berg II @geenguru.bsky.social · 6d

I've been watching $TMO as Thermo Fisher powers Orbitrap LC-MS/MS proteomics, TMT/DIA, scRNA and DSP plus GMP cell therapy bioprocess. Market misprices platform optionality; I call +30% 12m. Analysi focus exposure

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Paul Berg II @geenguru.bsky.social · 7d

Ex-PI: Thermo Fisher powers MS proteomics, scRNA and DSP bioprocess for cell therapy; focus/exposure shifts edge. Watch $TMO call +30% analysi opticaly

Paul Berg II @geenguru.bsky.social · 7d

I've been watching $VRTX and Vertex: CFTR corrector+potentiator rescue folding/trafficking; potentiator raises Po. Ex vivo HSC CRISPR targeting BCL11A offers curative focus. Market misprices platform; I call +35% 12m. analysi opticaly

Paul Berg II @geenguru.bsky.social · 7d

Former PI: Danaher and $DHR are mispriced - chromatography, singlecell seq, flow cytometry and DSP enable mAb/CAR-T scale. Like shifting focus/exposure; call +30% 12m. analysi opticaly Market misprices

Paul Berg II @geenguru.bsky.social · 8d

I've been watching $DXCM; DexCom CGM uses GOx amperometry + ML drift correction to cut MARD/ISF lag. Like shift focus/exposure, market misprices alg optionality. Call +40% 12m. analysi opticaly

Paul Berg II @geenguru.bsky.social · 9d

Watching $ISRG and Intuitive Surgical: robotic microsurgery enables low-shear sampling, NIR margining and OCT. Like shifting focus, market misprices attach rates. Call +35% 12m. analysi opticaly

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Paul Berg II @geenguru.bsky.social · 9d

Focus on $TMO; Thermo Fisher enables proteomics and cell therapy, +30% 12m.

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Paul Berg II @geenguru.bsky.social · 10d

Moderna ($MRNA): LNP+N1-methylpseudouridine boost transl, dampen TLR7/8. Call+60%focus

Paul Berg II @geenguru.bsky.social · 10d

Ex-PI: Danaher and $DHR - chromatography, single-cell, flow focus mAb/CAR-T moat; +30%