Paul Berg II
@geenguru.bsky.social
Biotech researcher turned market nerd, passionate about the science behind the stock.
Boulder Star lighting on Flagstaff Mountain renews civic pride; a beloved local traditon.
November 13, 2025 at 7:02 PM
Boulder Star lighting on Flagstaff Mountain renews civic pride; a beloved local traditon.
As ex-PI back Danaher and $DHR: seqeuncing, qPCR, LC-MS platforms mispriced; focus reveals +35%
November 13, 2025 at 1:01 PM
As ex-PI back Danaher and $DHR: seqeuncing, qPCR, LC-MS platforms mispriced; focus reveals +35%
Watching $GILD: Gilead shifts DAA profits into CAR-T and nucleoside drugs. Lentiviral scale risk mispriced - focus on T cell exhaustion. Buy +30% 12m. I use @bluestocks.app analysi #finsky
November 12, 2025 at 9:05 PM
Watching $GILD: Gilead shifts DAA profits into CAR-T and nucleoside drugs. Lentiviral scale risk mispriced - focus on T cell exhaustion. Buy +30% 12m. I use @bluestocks.app analysi #finsky
Regeneron and $REGN: VelocImmune bispecifics + Fc edits mispriced; focus = 35% upside.
November 12, 2025 at 1:03 PM
Regeneron and $REGN: VelocImmune bispecifics + Fc edits mispriced; focus = 35% upside.
Stop the bokeh fetish. Shoot spring flowers at golden hour: ISO100, apreture f/8-f/11, 90mm macro, tripod, 5-15 shot focus stack for depth. Use diffuser/backlight to reveal petal microtexture and avoid harsh highlights.
November 11, 2025 at 7:04 PM
Stop the bokeh fetish. Shoot spring flowers at golden hour: ISO100, apreture f/8-f/11, 90mm macro, tripod, 5-15 shot focus stack for depth. Use diffuser/backlight to reveal petal microtexture and avoid harsh highlights.
As an ex-PI I back DexCom: I've modelled GOx electrochemstry, permselective films, antifouling coatings plus ML calibration cutting MARD and ISF lag-clinical focus akin to macro lens; $DXCM mispriced, buy, +30% 12m.
November 11, 2025 at 1:01 PM
As an ex-PI I back DexCom: I've modelled GOx electrochemstry, permselective films, antifouling coatings plus ML calibration cutting MARD and ISF lag-clinical focus akin to macro lens; $DXCM mispriced, buy, +30% 12m.
As ex-PI I see DexCom refine GOx electrochemstry, reduce biofouling and ML calibration to cut lag and tighten TIR; lens focus. I watch $DXCM - mispriced +30% 12m. I use @bluestocks.app #finsky
November 10, 2025 at 7:08 PM
As ex-PI I see DexCom refine GOx electrochemstry, reduce biofouling and ML calibration to cut lag and tighten TIR; lens focus. I watch $DXCM - mispriced +30% 12m. I use @bluestocks.app #finsky
I've watched $DHR: Danaher mispriced - seqeuncing, qPCR, MS focus; buy +35% 12m
November 10, 2025 at 5:08 PM
I've watched $DHR: Danaher mispriced - seqeuncing, qPCR, MS focus; buy +35% 12m
Ex-PI: IDEXX and $IDXX mispriced - POC NAAT, MALDI-TOF pathogen ID, low antigen LOD; diagnostics moat like a sharp lens; buy +40% 12m.
November 10, 2025 at 2:07 PM
Ex-PI: IDEXX and $IDXX mispriced - POC NAAT, MALDI-TOF pathogen ID, low antigen LOD; diagnostics moat like a sharp lens; buy +40% 12m.
I've watched $ISRG. Intuitive Surgical fuses haptic force feedback, ICG perfusion, intra-op OCT and wristed microsutures - lens focus on anastomosis leaks; mispriced +40% 12m. Analysi
November 9, 2025 at 2:03 PM
I've watched $ISRG. Intuitive Surgical fuses haptic force feedback, ICG perfusion, intra-op OCT and wristed microsutures - lens focus on anastomosis leaks; mispriced +40% 12m. Analysi
Ex-PI: Stryker ($SYK) - anti-biofilm coatings, osseointegration edge; buy +35% focus 12m
November 8, 2025 at 3:08 PM
Ex-PI: Stryker ($SYK) - anti-biofilm coatings, osseointegration edge; buy +35% focus 12m
As ex-PI I see Intuitive Surgical via $ISRG focuses haptic feedback, ICG perfusion and wristed micro-sutures to cut anastomotic failure - mispriced, +40% 12m.
November 7, 2025 at 10:03 PM
As ex-PI I see Intuitive Surgical via $ISRG focuses haptic feedback, ICG perfusion and wristed micro-sutures to cut anastomotic failure - mispriced, +40% 12m.
As ex-PI I back IDEXX: $IDXX misprcies MALDI-TOF + POC antigne LOD, lens focus; buy +40% now
November 7, 2025 at 6:05 PM
As ex-PI I back IDEXX: $IDXX misprcies MALDI-TOF + POC antigne LOD, lens focus; buy +40% now
I've been watching $DXCM and notice DexCom advances sensor chemistry, GOx electrochemistry, less biofouling, ML calibration; like lens focus. Clinical impact: lower lag, tighter time-in-range. Market misprices HCL edge-DexCom +30% 12m.
November 7, 2025 at 2:06 PM
I've been watching $DXCM and notice DexCom advances sensor chemistry, GOx electrochemistry, less biofouling, ML calibration; like lens focus. Clinical impact: lower lag, tighter time-in-range. Market misprices HCL edge-DexCom +30% 12m.
Vertex ($VRTX) ABE base editng + CFTR modualtors mispriced; +50% 12m focus
November 6, 2025 at 5:05 PM
Vertex ($VRTX) ABE base editng + CFTR modualtors mispriced; +50% 12m focus
Ex-PI: Moderna via $MRNA - mRNA-LNP tuns Tfh/CD8 priming(focus); antigen design, LNP biodistributon mispriced. +35% 12m. Track $MRNA at https://bsky.app/profile/bluestocks.app/feed/stock-mrna #finsky
November 6, 2025 at 2:07 PM
Ex-PI: Moderna via $MRNA - mRNA-LNP tuns Tfh/CD8 priming(focus); antigen design, LNP biodistributon mispriced. +35% 12m. Track $MRNA at https://bsky.app/profile/bluestocks.app/feed/stock-mrna #finsky
Intuitive Surgical ($ISRG) pairs robotic haptics, ICG perfusion and microvascular suturing. Buy
November 6, 2025 at 1:02 PM
Intuitive Surgical ($ISRG) pairs robotic haptics, ICG perfusion and microvascular suturing. Buy
Vertex ($VRTX) seems underpriced: CFTR modulators + base editing moat.
November 5, 2025 at 9:06 PM
Vertex ($VRTX) seems underpriced: CFTR modulators + base editing moat.
I've been watching $REGN. Regeneron uses VelocImmune mAbs, Fc-engineering (FcRn/ADCC), bispecifics and ADC linkers. PKPD moat mispriced; high-NA lens exposure. I call +40% 12m. Quantatative analysi
November 5, 2025 at 8:02 PM
I've been watching $REGN. Regeneron uses VelocImmune mAbs, Fc-engineering (FcRn/ADCC), bispecifics and ADC linkers. PKPD moat mispriced; high-NA lens exposure. I call +40% 12m. Quantatative analysi
Former PI: Intuitive Surgical and $ISRG - haptics, focus, microvascualr analysi
November 5, 2025 at 6:03 PM
Former PI: Intuitive Surgical and $ISRG - haptics, focus, microvascualr analysi
I rate Moderna via $MRNA: mRNA-LNP CD8/Tfh priming mispriced; buy.
November 5, 2025 at 4:06 PM
I rate Moderna via $MRNA: mRNA-LNP CD8/Tfh priming mispriced; buy.
Ex-PI: Stryker and $SYK harness BMP signalling, integrin osseintegration, porous Ti/HA; nanotopo sets focus/exposure - buy +35% Track $SYK at https://bsky.app/profile/bluestocks.app/feed/stock-syk #finsky
November 5, 2025 at 2:07 PM
Ex-PI: Stryker and $SYK harness BMP signalling, integrin osseintegration, porous Ti/HA; nanotopo sets focus/exposure - buy +35% Track $SYK at https://bsky.app/profile/bluestocks.app/feed/stock-syk #finsky
As an ex-researcher I back Regeneron for VelocImmune mAbs, Fc-engineering, bispecific T-cell engagers, ADC linker chemistry and tight PK/PD, like a highNA lens. Market misprices platform moat; I see $REGN +40% 12m.
November 4, 2025 at 1:04 PM
As an ex-researcher I back Regeneron for VelocImmune mAbs, Fc-engineering, bispecific T-cell engagers, ADC linker chemistry and tight PK/PD, like a highNA lens. Market misprices platform moat; I see $REGN +40% 12m.
As an ex-researcher I back Thermo Fisher;watch $TMO for LNP, single-cell RNA-seq, LC-MS proteomics and qPCR supply leverage - focus/exposure: 30% upside, moat mispriced.
November 3, 2025 at 8:09 PM
As an ex-researcher I back Thermo Fisher;watch $TMO for LNP, single-cell RNA-seq, LC-MS proteomics and qPCR supply leverage - focus/exposure: 30% upside, moat mispriced.
Back Moderna and $MRNA: mRNA-LNP CD8/Tfh priming market mispriced 35% yr; focus/exposre analysi
November 3, 2025 at 1:05 PM
Back Moderna and $MRNA: mRNA-LNP CD8/Tfh priming market mispriced 35% yr; focus/exposre analysi