
Nice update from #Synergy. - Cloud market growth accelerating - $MSFT $GOOG gaining share from $AMZN - #Neoclouds (GPU only) gaining relevance with $CRWV leading the pack
Marty Chilberg
16.6K posts

@mchilberg
Seahawks & Bears. Red Wine preferred. Fundamentals but trade bio's. Golf when I can find the ball. Focus on IoT/Cloud/new technologies investing

Nice update from #Synergy. - Cloud market growth accelerating - $MSFT $GOOG gaining share from $AMZN - #Neoclouds (GPU only) gaining relevance with $CRWV leading the pack








$ntla just for the idiots on this platform: having material non-public info only means you do not trade on that. Revealing it levels playing field. There are others that dont reveal and trade on it.

@rjalagam9111 That's a tough question...I would defer to @mchilberg on a potential buyout valuation... $SGMO has a combo of multiple commercial-ready gene therapies with easy-to-quantify NPV & a vast pool of early-stage assets that are nearly impossible to value. Only a massive deal would fly.






So amazing for the patients. Way to go $QURE.

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All next-generation capsids of $SGMO demonstrated efficient transport across the BBB. Compared to AAV9, transduction was significantly stronger in brain regions, especially the cortex and hippocampus. The new variants show even lower liver expression, which significantly reduces potential liver damage (clear safety advantage). STAC-BBB was already a huge leap forward (700× vs. AAV9). The next-gen variants add another order of magnitude (up to 17× stronger than STAC-BBB, i.e., mathematically >10,000× vs. AAV9) and with even better liver detargeting safety. I would be very surprised if BP were to snap up this technology in the near future. sangamo.com/wp-content/upl…

