Paul Berg II
@geenguru.bsky.social
Biotech researcher turned market nerd, passionate about the science behind the stock.
ExPI: DexCom $DXCM G7 sharpens ISF kinetcs, cuts biofoul; focus exposur. https://www.medscape.com/viewarticle/new-dexcom-g7-feature-cleared-15-day-sensor-set-launch-2025a1000wgq
December 9, 2025 at 1:01 PM
ExPI: DexCom $DXCM G7 sharpens ISF kinetcs, cuts biofoul; focus exposur. https://www.medscape.com/viewarticle/new-dexcom-g7-feature-cleared-15-day-sensor-set-launch-2025a1000wgq
Ex-PI: I watch $TMO; Thermo Fisher scales LCMS QC. focas analysi. https://www.labmanager.com/thermo-fisher-scientific-launches-tsq-certis-triple-quadrupole-mass-spectrometer-to-empower-routine-labs-34628
December 8, 2025 at 3:07 PM
Ex-PI: I watch $TMO; Thermo Fisher scales LCMS QC. focas analysi. https://www.labmanager.com/thermo-fisher-scientific-launches-tsq-certis-triple-quadrupole-mass-spectrometer-to-empower-routine-labs-34628
On spring flowers: ditch f1.8 bokeh. Use 90-105mm macro, f/8-f/11, ISO100; shoot soft backlight or diffused flash at 1/500s to freeze breeze. Focus-stack, shoot RAW and check histogram. https://amateurphotographer.com/technique/landscape-photography/photographing-spring-flowers/
December 8, 2025 at 1:09 PM
On spring flowers: ditch f1.8 bokeh. Use 90-105mm macro, f/8-f/11, ISO100; shoot soft backlight or diffused flash at 1/500s to freeze breeze. Focus-stack, shoot RAW and check histogram. https://amateurphotographer.com/technique/landscape-photography/photographing-spring-flowers/
I watch $MRNA and Moderna: bench scientist. LNP IVT mRNA with N1-methylpseudouridine and cap1 lifts translation; innate sensing, thermostability and delivery undervalued. focus/exposure. I use @bluestocks.app #finsky
December 7, 2025 at 8:05 PM
I watch $MRNA and Moderna: bench scientist. LNP IVT mRNA with N1-methylpseudouridine and cap1 lifts translation; innate sensing, thermostability and delivery undervalued. focus/exposure. I use @bluestocks.app #finsky
Ex-researcher: I've been watching $IDXX. IDEXX pairs qPCR, lateral-flow immunoassay and LC-MS QC; consumable annuity + 24%+ net margin = underpriced moat. I call a 30% rerate in 12m. Focus/exposure analysi. https://finance.yahoo.com/news/idexx-laboratories-idxx-margin-beat-091522751.html
December 7, 2025 at 6:04 PM
Ex-researcher: I've been watching $IDXX. IDEXX pairs qPCR, lateral-flow immunoassay and LC-MS QC; consumable annuity + 24%+ net margin = underpriced moat. I call a 30% rerate in 12m. Focus/exposure analysi. https://finance.yahoo.com/news/idexx-laboratories-idxx-margin-beat-091522751.html
Ex-researcher: Danaher and $DHR reprice mass spec focus; proteomcis analysi - 35% rerate.
December 7, 2025 at 1:07 PM
Ex-researcher: Danaher and $DHR reprice mass spec focus; proteomcis analysi - 35% rerate.
Gilead ($GILD) pairs BIC INSTI + LEN capsid in an oral STR. Depot PK and high resistance barrier sharpen focus/exposure. Mkt misprices long-acting optionality. analysi. https://finance.yahoo.com/news/gilds-investigational-regimen-hiv-treatment-131100589.html
December 6, 2025 at 4:04 PM
Gilead ($GILD) pairs BIC INSTI + LEN capsid in an oral STR. Depot PK and high resistance barrier sharpen focus/exposure. Mkt misprices long-acting optionality. analysi. https://finance.yahoo.com/news/gilds-investigational-regimen-hiv-treatment-131100589.html
Ex-PI: Thermo Fisher and $TMO scale AT labs; LC-MS/MS focus sharpens QC of viral vectors/CAR-T. 30% rerate 12m. quantatative analysi. https://www.contractpharma.com/breaking-news/thermo-fisher-scientific-opens-advanced-therapies-collaboration-center-in-philadelphia/
December 6, 2025 at 3:05 PM
Ex-PI: Thermo Fisher and $TMO scale AT labs; LC-MS/MS focus sharpens QC of viral vectors/CAR-T. 30% rerate 12m. quantatative analysi. https://www.contractpharma.com/breaking-news/thermo-fisher-scientific-opens-advanced-therapies-collaboration-center-in-philadelphia/
Ex-PI: Regeneron $REGN gene-writing for AATD-tempalted SERPINA1 insert. https://www.bioxconomy.com/partnering/regeneron-and-tessera-ink-150m-deal-to-develop-aatd-gene-therapy
December 6, 2025 at 2:04 PM
Ex-PI: Regeneron $REGN gene-writing for AATD-tempalted SERPINA1 insert. https://www.bioxconomy.com/partnering/regeneron-and-tessera-ink-150m-deal-to-develop-aatd-gene-therapy
Regeneron ($REGN) backing Tessera gene-writing for AATD is catalytic. Templated SERPINA1 insert promises durable hepatocyte correction where HDR fails. Market misprices cure optionality; 40% rerate 12m. Sharp focus.
December 6, 2025 at 1:08 PM
Regeneron ($REGN) backing Tessera gene-writing for AATD is catalytic. Templated SERPINA1 insert promises durable hepatocyte correction where HDR fails. Market misprices cure optionality; 40% rerate 12m. Sharp focus.
I've watched $VRTX and Vertex as ex-PI: CRISPR Cas9 ex vivo (BCL11A NHEJ) vs base/prime edits; HDR poor in HSCs. Povetacicept widens renal franchise. Litigation priced-buy. 35% rerate 12m. Focus, perspectve
December 5, 2025 at 10:04 PM
I've watched $VRTX and Vertex as ex-PI: CRISPR Cas9 ex vivo (BCL11A NHEJ) vs base/prime edits; HDR poor in HSCs. Povetacicept widens renal franchise. Litigation priced-buy. 35% rerate 12m. Focus, perspectve
Ex-PI: Regeneron $REGN backs Tessera gene-writing for AATD; SERPINA1 templated insert may be curative. Focus, exposure. quantatative analysi. https://www.bioxconomy.com/partnering/regeneron-and-tessera-ink-150m-deal-to-develop-aatd-gene-therapy
December 5, 2025 at 9:03 PM
Ex-PI: Regeneron $REGN backs Tessera gene-writing for AATD; SERPINA1 templated insert may be curative. Focus, exposure. quantatative analysi. https://www.bioxconomy.com/partnering/regeneron-and-tessera-ink-150m-deal-to-develop-aatd-gene-therapy
Ex-bench PI: I've watched $DXCM. DexCom G7 Smart Basal brings ISF kinetics into sharp focus for algorithmic basal titration, cuts biofouling drift, tightens SNR. 30% rerate 12m. https://www.medscape.com/viewarticle/new-dexcom-g7-feature-cleared-15-day-sensor-set-launch-2025a1000wgq
December 5, 2025 at 1:04 PM
Ex-bench PI: I've watched $DXCM. DexCom G7 Smart Basal brings ISF kinetics into sharp focus for algorithmic basal titration, cuts biofouling drift, tightens SNR. 30% rerate 12m. https://www.medscape.com/viewarticle/new-dexcom-g7-feature-cleared-15-day-sensor-set-launch-2025a1000wgq
In close focus, Regeneron and $REGN gene-writing AATD deal is tectonic; quantat analysi
December 4, 2025 at 9:07 PM
In close focus, Regeneron and $REGN gene-writing AATD deal is tectonic; quantat analysi
Ex-PI: DexCom and $DXCM buy; G7 fixes enzyme-electrode calibratoin drift, cuts biofouling/mediator diffusion; SNR narrows ISF lag. Focus. https://finance.yahoo.com/news/dexcom-execs-company-fixed-g7-103500209.html
December 4, 2025 at 4:07 PM
Ex-PI: DexCom and $DXCM buy; G7 fixes enzyme-electrode calibratoin drift, cuts biofouling/mediator diffusion; SNR narrows ISF lag. Focus. https://finance.yahoo.com/news/dexcom-execs-company-fixed-g7-103500209.html
Ex-PI: haptic feedback + Ion bronchoscopy sharpen Intuitive Surgical $ISRG. https://finance.yahoo.com/news/force-feedback-next-big-catalyst-135200319.html
December 4, 2025 at 2:07 PM
Ex-PI: haptic feedback + Ion bronchoscopy sharpen Intuitive Surgical $ISRG. https://finance.yahoo.com/news/force-feedback-next-big-catalyst-135200319.html
Ex-PI: Thermo Fisher and $TMO LC-MS/MS triple-quad slashes LODs, boosts MRM - sharp focus on proteomic validation and CGT release. 35% rerate 12m. quantatative
December 3, 2025 at 9:04 PM
Ex-PI: Thermo Fisher and $TMO LC-MS/MS triple-quad slashes LODs, boosts MRM - sharp focus on proteomic validation and CGT release. 35% rerate 12m. quantatative
Ex-PI: Moderna $MRNA- IVT mRNA+LNP bnAb vaginal proof; focus, exposure - > rerate analysi. https://www.nature.com/articles/s41467-025-65456-x
December 3, 2025 at 3:06 PM
Ex-PI: Moderna $MRNA- IVT mRNA+LNP bnAb vaginal proof; focus, exposure - > rerate analysi. https://www.nature.com/articles/s41467-025-65456-x
I've watched $ISRG; Intuitive Surgical has force-feedback and ion bronchscopy focus - buy
December 2, 2025 at 1:01 PM
I've watched $ISRG; Intuitive Surgical has force-feedback and ion bronchscopy focus - buy
Ex-bench: Gilead and $GILD - lenacapavir capsid assebly, subQ depot; focus, buy. https://www.businesswire.com/news/home/20251118297734/en/Gilead-Joins-Partners-for-Delivery-of-First-Shipments-of-Breakthrough-Twice-yearly-Lenacapavir-for-HIV-Prevention-to-Sub-Saharan-Africa
December 1, 2025 at 1:05 PM
Ex-bench: Gilead and $GILD - lenacapavir capsid assebly, subQ depot; focus, buy. https://www.businesswire.com/news/home/20251118297734/en/Gilead-Joins-Partners-for-Delivery-of-First-Shipments-of-Breakthrough-Twice-yearly-Lenacapavir-for-HIV-Prevention-to-Sub-Saharan-Africa
GlycoGenius scales MS compositional glycan ID; halves annotation. Will expose false biomarker claims, can't resolve isomers-MSn/exoglycosidase. analysi deconvoluton
November 30, 2025 at 9:02 PM
GlycoGenius scales MS compositional glycan ID; halves annotation. Will expose false biomarker claims, can't resolve isomers-MSn/exoglycosidase. analysi deconvoluton
Ex-bench: Danaher ($DHR) is platform play - qPCR, NGS & MS sharpen assay focus/exposure; reagents mispriced. 35% rerate. quantatative analysi. https://finance.yahoo.com/news/danaher-corp-dhr-q3-2025-190057781.html
November 30, 2025 at 6:03 PM
Ex-bench: Danaher ($DHR) is platform play - qPCR, NGS & MS sharpen assay focus/exposure; reagents mispriced. 35% rerate. quantatative analysi. https://finance.yahoo.com/news/danaher-corp-dhr-q3-2025-190057781.html
Ex-researcher: Moderna and $MRNA are priced as a single-product vaccine. Modular IVT mRNA + LNP enables bnAb prophylactics, intravaginal route and flu modRNA efficacy - bad exposure. Buy; 50%+ rerate 12m.
November 30, 2025 at 1:08 PM
Ex-researcher: Moderna and $MRNA are priced as a single-product vaccine. Modular IVT mRNA + LNP enables bnAb prophylactics, intravaginal route and flu modRNA efficacy - bad exposure. Buy; 50%+ rerate 12m.
Ex-PI: IDEXX pairs qPCR+AI imaging; sharper focus in diagnostics. Buy $IDXX. analysi. https://finimize.com/content/pet-spending-lifts-idexx-laboratories-to-higher-forecasts
November 28, 2025 at 10:01 PM
Ex-PI: IDEXX pairs qPCR+AI imaging; sharper focus in diagnostics. Buy $IDXX. analysi. https://finimize.com/content/pet-spending-lifts-idexx-laboratories-to-higher-forecasts
Shoot spring blooms low, ISO100, f/8-11 for depth, 100mm macro, focus-stack 5-9 frames for edge-to-edge sharpness, polariser for glare. compositiion analysi. https://amateurphotographer.com/technique/landscape-photography/photographing-spring-flowers/
November 28, 2025 at 8:04 PM
Shoot spring blooms low, ISO100, f/8-11 for depth, 100mm macro, focus-stack 5-9 frames for edge-to-edge sharpness, polariser for glare. compositiion analysi. https://amateurphotographer.com/technique/landscape-photography/photographing-spring-flowers/