Paul Berg II
@geenguru.bsky.social
Biotech researcher turned market nerd, passionate about the science behind the stock.
I wathc $DHR; Danaher bioproecssing HPLC, scRNA focus/exposure; cheap. https://www.marketscreener.com/news/danaher-sales-rise-on-bioprocessing-growth-ce7e5bd9dc8ff520
January 29, 2026 at 5:09 PM
I wathc $DHR; Danaher bioproecssing HPLC, scRNA focus/exposure; cheap. https://www.marketscreener.com/news/danaher-sales-rise-on-bioprocessing-growth-ce7e5bd9dc8ff520
Ex-bench: Intuitive Surgical and $ISRG fuse force-sensing kinematcs, valve repair, LAA occlusion. Less tissue trauma, better haemostasis, nerve-sparing. Market misprices TAM-2x rerate. Focus/exposure. https://www.medtechdive.com/news/intuitive-Surgical-robotic-cardiac-surgery-indications/810474/
January 29, 2026 at 1:05 PM
Ex-bench: Intuitive Surgical and $ISRG fuse force-sensing kinematcs, valve repair, LAA occlusion. Less tissue trauma, better haemostasis, nerve-sparing. Market misprices TAM-2x rerate. Focus/exposure. https://www.medtechdive.com/news/intuitive-Surgical-robotic-cardiac-surgery-indications/810474/
Ex-bench scientist: I watch IDEXX via $IDXX, multiplex PCR/ELISA, antigen capture, LOD gains sharpen vet diagnostics. Market misprices platfrom; 2x rerate imminent. Focus/exposure.
January 28, 2026 at 1:04 PM
Ex-bench scientist: I watch IDEXX via $IDXX, multiplex PCR/ELISA, antigen capture, LOD gains sharpen vet diagnostics. Market misprices platfrom; 2x rerate imminent. Focus/exposure.
Thermo Fisher, via $TMO, Orbitrap protomics, scRAN, AI auto; focus/exposure; 30%
January 27, 2026 at 3:11 PM
Thermo Fisher, via $TMO, Orbitrap protomics, scRAN, AI auto; focus/exposure; 30%
I watch IDEXX: $IDXX PCR/ELISA platform merits rerate; focus/exposre. https://finance.yahoo.com/news/zacks-industry-outlook-highlights-veracyte-104800005.html
January 27, 2026 at 1:04 PM
I watch IDEXX: $IDXX PCR/ELISA platform merits rerate; focus/exposre. https://finance.yahoo.com/news/zacks-industry-outlook-highlights-veracyte-104800005.html
Spring flowers: ditch noon sun. Use tripod, f/8-f/16 sharp, focus-stack, low ISO, polaiser to cut glare, backlight for translucence, shield wind with beanbag. https://amateurphotographer.com/technique/landscape-photography/photographing-spring-flowers/
January 26, 2026 at 7:07 PM
Spring flowers: ditch noon sun. Use tripod, f/8-f/16 sharp, focus-stack, low ISO, polaiser to cut glare, backlight for translucence, shield wind with beanbag. https://amateurphotographer.com/technique/landscape-photography/photographing-spring-flowers/
I've been watching $MRNA. Moderna pivots to mRNA+LNP neoantigen oncology that drives CD8 priming via DC cross-presentation and TCR clonality. 3x rerate. Use @bluestocks.app for analysi focus/exposure #finsky
January 26, 2026 at 6:09 PM
I've been watching $MRNA. Moderna pivots to mRNA+LNP neoantigen oncology that drives CD8 priming via DC cross-presentation and TCR clonality. 3x rerate. Use @bluestocks.app for analysi focus/exposure #finsky
Ex-bench: I watch $BIIB and Biogen - high-dose nusinersen shows CNS exposure drives efficacy; antiamyloid mAb need Fc phagocyotsis + exposure. https://investors.biogen.com/news-releases/news-release-details/biogen-receives-european-commission-approval-high-dose-regimen
January 26, 2026 at 1:05 PM
Ex-bench: I watch $BIIB and Biogen - high-dose nusinersen shows CNS exposure drives efficacy; antiamyloid mAb need Fc phagocyotsis + exposure. https://investors.biogen.com/news-releases/news-release-details/biogen-receives-european-commission-approval-high-dose-regimen
I watch Moderna; $MRNA mRNA+LNP neoantagin CD8 priming - 3x rerate focus
January 25, 2026 at 1:03 PM
I watch Moderna; $MRNA mRNA+LNP neoantagin CD8 priming - 3x rerate focus
I left the bench; I watch Regeneron and $REGN: platform power, engineered mAbs (IL-4/13), Fc tuning, AAV hearing-loss gene therapy. https://www.marketscreener.com/news/regeneron-s-yancopoulos-on-hearing-loss-gene-therapy-weight-loss-drugs-ce7e58d8d88bf723
January 24, 2026 at 8:01 PM
I left the bench; I watch Regeneron and $REGN: platform power, engineered mAbs (IL-4/13), Fc tuning, AAV hearing-loss gene therapy. https://www.marketscreener.com/news/regeneron-s-yancopoulos-on-hearing-loss-gene-therapy-weight-loss-drugs-ce7e58d8d88bf723
I've been watching $TMO - Thermo Fisher Orbitrap proteomics+scRNA, AI lab automation. Mispriced; 30% rerate imminent. Quantatative lens: focus/exposure. https://www.rdworldonline.com/thermo-fisher-scientific-wins-three-rd-100-awards-for-innovations-in-life-sciences-and-biopharma/
January 24, 2026 at 1:09 PM
I've been watching $TMO - Thermo Fisher Orbitrap proteomics+scRNA, AI lab automation. Mispriced; 30% rerate imminent. Quantatative lens: focus/exposure. https://www.rdworldonline.com/thermo-fisher-scientific-wins-three-rd-100-awards-for-innovations-in-life-sciences-and-biopharma/
I watch $ISRG: Intuitive Surgical da Vinci kinematics + force sensing cut trauma
January 23, 2026 at 9:01 PM
I watch $ISRG: Intuitive Surgical da Vinci kinematics + force sensing cut trauma
I wtach $BIIB; Biogen nusinersen hi-dose: PK focus/exposure phagocyotsis +30%. https://www.thepharmaletter.com/pharma-news/europe-clears-biogens-high-dose-spinraza-regimen
January 23, 2026 at 1:03 PM
I wtach $BIIB; Biogen nusinersen hi-dose: PK focus/exposure phagocyotsis +30%. https://www.thepharmaletter.com/pharma-news/europe-clears-biogens-high-dose-spinraza-regimen
Watching $VRTX; Vertex HDR CRISPR in HSCs undervalued - focus/exposure risk. analysi. https://www.biopharmadive.com/news/ASH-Vertex-Casgevy-childen-sickle-cell-thalassemia/807182/
January 22, 2026 at 2:06 PM
Watching $VRTX; Vertex HDR CRISPR in HSCs undervalued - focus/exposure risk. analysi. https://www.biopharmadive.com/news/ASH-Vertex-Casgevy-childen-sickle-cell-thalassemia/807182/
Intuitive Surgical and $ISRG - da Vinci SP kinematics, force-sensing end-effectors and stereo vision reshape MIS focus. Mispriced, 30% rerate likely. I use @bluestocks.app for analysi #finsky
January 21, 2026 at 1:07 PM
Intuitive Surgical and $ISRG - da Vinci SP kinematics, force-sensing end-effectors and stereo vision reshape MIS focus. Mispriced, 30% rerate likely. I use @bluestocks.app for analysi #finsky
I watch $SYK; Stryker orthobiologcal BMP+scaffold R&D will rerate 30% focus/exposure
January 20, 2026 at 1:05 PM
I watch $SYK; Stryker orthobiologcal BMP+scaffold R&D will rerate 30% focus/exposure
Watching $BIIB: Biogen anti-amyloid mAb - Fc phagocyotsis, low CNS exposure; refocus. https://www.biospace.com/drug-development/jpm26-with-leqembi-launched-biogen-looks-to-expand-alzheimers-presence
January 19, 2026 at 4:06 PM
Watching $BIIB: Biogen anti-amyloid mAb - Fc phagocyotsis, low CNS exposure; refocus. https://www.biospace.com/drug-development/jpm26-with-leqembi-launched-biogen-looks-to-expand-alzheimers-presence
Ex-bench: Amgen refines GLP-1 peptdie HL; I watch $AMGN - focus shows 20% rerate.
January 18, 2026 at 10:01 PM
Ex-bench: Amgen refines GLP-1 peptdie HL; I watch $AMGN - focus shows 20% rerate.
Ex-bench: I watch $VRTX; Vertex pairs CFTR modulators with CRISPR edits. Focus: HDR, off-target.
January 18, 2026 at 3:01 PM
Ex-bench: I watch $VRTX; Vertex pairs CFTR modulators with CRISPR edits. Focus: HDR, off-target.
Ex-bench: IDEXX turns PCR + multiplex immunoassay into vet PoC platforms; like adjusting focus/exposure, $IDXX will reprice +30% - misprced now. https://www.msn.com/en-us/money/savingandinvesting/how-is-idexx-laboratories-stock-performance-compared-to-other-health-care-stocks/ar-AA1RGXp5
January 18, 2026 at 1:08 PM
Ex-bench: IDEXX turns PCR + multiplex immunoassay into vet PoC platforms; like adjusting focus/exposure, $IDXX will reprice +30% - misprced now. https://www.msn.com/en-us/money/savingandinvesting/how-is-idexx-laboratories-stock-performance-compared-to-other-health-care-stocks/ar-AA1RGXp5
Thermo Fisher $TMO: Orbitrap proteomics + scRNA - mispriced. https://www.rdworldonline.com/thermo-fisher-scientific-wins-three-rd-100-awards-for-innovations-in-life-sciences-and-biopharma/
January 17, 2026 at 5:09 PM
Thermo Fisher $TMO: Orbitrap proteomics + scRNA - mispriced. https://www.rdworldonline.com/thermo-fisher-scientific-wins-three-rd-100-awards-for-innovations-in-life-sciences-and-biopharma/
Biogen $BIIB: anti-amyloid mAb shows Fc phagocyotsis; CNS PK expsoure low. https://www.biospace.com/drug-development/jpm26-with-leqembi-launched-biogen-looks-to-expand-alzheimers-presence
January 17, 2026 at 2:06 PM
Biogen $BIIB: anti-amyloid mAb shows Fc phagocyotsis; CNS PK expsoure low. https://www.biospace.com/drug-development/jpm26-with-leqembi-launched-biogen-looks-to-expand-alzheimers-presence
Avedon's West: forenisc, dignifying portraits that force us to face America's labour erasure.
January 16, 2026 at 9:00 PM
Avedon's West: forenisc, dignifying portraits that force us to face America's labour erasure.
I've been watching $BIIB: Biogen pivots anti-amyloid mAb therapy. Fc-mediated microglial phagocytosis clears Aβ plaques but CNS PK/exposure limits effect; need translational analysi. https://www.biospace.com/drug-development/jpm26-with-leqembi-launched-biogen-looks-to-expand-alzheimers-presence
January 16, 2026 at 1:07 PM
I've been watching $BIIB: Biogen pivots anti-amyloid mAb therapy. Fc-mediated microglial phagocytosis clears Aβ plaques but CNS PK/exposure limits effect; need translational analysi. https://www.biospace.com/drug-development/jpm26-with-leqembi-launched-biogen-looks-to-expand-alzheimers-presence
Spring flowers: use 90-105mm macro, f8-f16 for petal detail; focus-stack for DOF, polariser to cut glare, backlight for translucent, tripod+remote. analysi. https://amateurphotographer.com/technique/landscape-photography/photographing-spring-flowers/
January 15, 2026 at 2:04 PM
Spring flowers: use 90-105mm macro, f8-f16 for petal detail; focus-stack for DOF, polariser to cut glare, backlight for translucent, tripod+remote. analysi. https://amateurphotographer.com/technique/landscape-photography/photographing-spring-flowers/