Poub

@Soeren_Berlin 2026 is not over! We got this $SGMO

YTD performance of my 2026 biotech picks (as of 08.05.2026) 📈 Pick stats so far: • Avg YTD: +22.2% (22 stocks) • Median YTD: +16.7% • Hit rate: 15 / 22 positive (68%) • Best: $FATE +141.4% • Worst: $SGMO -73.9% (the irony 💀) • Range: +141.4% → -73.9% 🟢 Top performers: $FATE +141.4% 🚀 $IMUX +100.3% $DTIL +87.6% $NTLA +53.0% $PDSB +50.6% $ARCT +47.5% $IOVA +43.7% $EQ +37.9% $PMN +37.7% $TNYA +35.1% $QURE +18.3% $SLS +15.2% $SLN +13.3% 🟡 Flat / noise: $RCKT +4.9% $ACHV +4.8% 🔴 Down YTD: $ALT -12.0% $MGX -15.6% $AUTL -16.0% $PRQR -20.6% $BTAI -28.2% $HELP -35.9% $SGMO -73.9% 💀

@kaysaaa81 Next week we roll

$SGMO I have been running scenarios all day long and call me nuts but I am cautiously bullish!

@BiotechAnalysst According to chat, it’s the future.

$vrtx Said they want to do nav1.8 + nav1.7 combination therapies $sgmo pain

@julienprouvost2 @BiotechAnalysst @whistlesauger @Franca_ole #fact

@whistlesauger @Franca_ole Should I add this: The total lifetime cost for a single Fabry patient is estimated to be between $13 and $14.5 million. $SGMO market cap is now 3.5 times this amount, just to make people realize how ridiculous the situation is.

$SGMO just published a new press release — Sangamo will present at the 29th ASGCT Annual Meeting, May 11–15 in Boston. And there's a major upgrade: investor.sangamo.com/news-releases/… Their MINT platform (Modular Integrase) gets an ORAL PRESENTATION — not just a poster. Main stage, May 12, 4:00 PM EDT. Session: "Next-generation platforms for precise therapeutic genome editing and integration." Now, everyone knows CRISPR. It won the Nobel Prize. It's revolutionary. But it has a dirty secret that the industry doesn't like to talk about: CRISPR is marketed as "gene scissors." In reality, it's more like a sledgehammer — it smashes through both strands of the DNA and hopes the cell repairs the hole correctly. Sometimes it does. Sometimes it doesn't. And when it doesn't, the documented consequences include: Unintended insertions and deletions (indels) at the cut site Off-target cuts at wrong locations in the genome Chromosomal rearrangements and translocations p53 pathway activation — the same pathway involved in cancer Large deletions that can span thousands of base pairs Chromothripsis — catastrophic chromosome shattering documented in multiple studies These aren't theoretical risks. They've been observed in clinical trials and published in peer-reviewed journals. The FDA is watching closely, and CRISPR companies spend enormous effort trying to minimize these effects. Now imagine a technology that does the same thing — integrates large genes precisely into the genome — but WITHOUT cutting the DNA. No double-strand breaks. No reliance on error-prone cellular repair. No off-target cuts. MINT is the carpenter: it removes the old piece and installs the new one without touching the wall. That's MINT. Sangamo's Modular Integrase platform. 28–35% targeted integration of large DNA sequences in human T cells at the TRAC locus — without a single double-strand break. For comparison: Conventional CRISPR-based integration of large transgenes has historically achieved 5–15%, though recent optimized methods have pushed this significantly higher. But every one of those CRISPR approaches still requires cutting the DNA first. MINT doesn't. And as far as I've seen, for very large payloads exceeding 8 kb, integrase-based approaches like MINT outperform conventional CRISPR HDR by up to 19-fold. The ASGCT committee decided this belongs on the main stage of the world's leading gene therapy conference. That's peer validation. And Sandy's quote goes further: MINT "could be deployed internally for neurology-focused indications, and could provide potential new collaboration opportunities, both for human disease and in agricultural biotech settings." Three things in one sentence: Sandy signals that MINT could move beyond research toward internal deployment for neurology programs "Collaboration opportunities" — deals, licenses, partners Agricultural biotech — a completely new market nobody was looking at Full lineup May 12: 4:00 PM: MINT Oral Presentation (Abstract #105) 5:00 PM: ST-503 Poster — Nav1.7 nonclinical safety (Abstract #1309) 5:00 PM: ST-506 Poster — Prion brain-wide suppression in primates (Abstract #1469) Three programs. One day. A $58M company presenting next-generation genome engineering on the main stage of the world's leading gene therapy conference. CRISPR has a 10-year head start, a Nobel Prize, and approved therapies. MINT has cleaner biology, broader patents — and unlike CRISPR, where Broad Institute and UC Berkeley have been fighting over patent rights for 14 years and counting — to date undisputed, and zero baggage. Not financial advice, just common sense (for some people nonsense).

@theguardrailguy Putting a couple of cones out for 6 months is not a stopgap

@theguardrailguy Here in NH, the guardrails all get smashed during plow season and it takes them quite a while to repair. Seeing them and reporting them should be easy but I don’t know who to contact and how. Does the DOT respond to your findings in the field? How to properly report is important.

I often go out for a drive around my area when I am mad at @mytdot for annoying me about something. I drive for 2 hours and make them fix $50K worth of problems. It's EASY! I believe if I could fly to say Arizona. I could probably get dozens of units a day repaired.

@hjluks Doc, (healthy non smoker 60yo male) my heart rate stays elevated (80s-90s for hours after a long strenuous workout (think 40 mile bike ride or long several hour hike or anything more than 45min in gym) Had stress test (ok) had echocardiogram (ok) and some consider it “normal”

I hear this every week in my office: "Doc, my heart rate hits 150 during squats — that's cardio, right?" No. And if your cardiologist hasn't explained why, keep reading. 🧵

Bernie Sanders - millionaire socialist, owner of three houses, champion of the working class - was just caught flying Delta First Class out of Washington while the TSA agents he helped screw over cannot pay their bills. Not coach. Not economy. First Class. Leather seats and warm towels while the people keeping his flight safe go home to empty bank accounts. 😡 And here is what that image tells you about every single thing Bernie Sanders has ever said about income inequality. This is the man who has spent 40 years in Washington screaming about the billionaire class and the suffering of working Americans. He helped engineer the Democrat shutdown that left TSA workers without paychecks. He voted with Chuck Schumer to hold their salaries hostage for open border policies. Then he walked straight past those same underpaid workers, handed his bag to the First Class attendant, and settled into his seat without a moment of reflection. That is not a gaffe. That is who he is. That is who he has always been. The socialist lecture is for you. The First Class seat is for him. Remember every word Bernie Sanders has ever said about fairness and equality the next time you see him boarding from the front of the plane while the workers he claims to represent eat into their savings. No more excuses. No more games.

@damone_mike @deltafaucet Been there done that.

Hey @deltafaucet how is this possibly $50?! I’m not the Bank of America…

@GregRnkn @snehalantani @penterasec @Horizon3ai This one was the ultimate flex. Circa 2013 in Tel Aviv next to Check Point HQ “You just passed Check Point so did we”

@snehalantani @penterasec @Horizon3ai This reminds me of Informix having the Billboard on 101 next to the Oracle campus on long term lease around 2000. 'Who is Informix?' I hear you ask.

@snehalantani @pelositracker Or… Mike decided to keep getting paid by keeping his $250-500k in stock (even though there is a conflict of interest). Trump Jr is on another level.

@pelositracker Or … Mike, a decorated Army officer and overall outstanding individual that I worked closely with, retired to work in the private sector, quickly gave up huge income (again) to come back and serve alongside our men and women in uniform.

This is a funny coincidence Michael Obadal was Anduril's Senior Director before President Trump nominated him for Under Secretary of the Army In a recent filing report, Michael disclosed up to $500K in Anduril stock he kept. Ethics experts call this "unheard of" Surprise, 6 months later, the Army awarded Anduril a $20B contract What's even more suspicious, Trump Jr's fund 1789 Capital is an Anduril investor at a 30B valuation The timing is either the greatest coincidence in defense contracting history, or it isn't

@Corona_N_Lyme @FeldtInvesting Can’t disagree

$XERS Xeris Pharmaceuticals It’s one thing to short some “pipeline” biotech company into oblivion when the only tangible value is hope and expectation of a bio-bucks deal…. It’s quite another to short a biotech with: - actual revenue - and a novel best in class product (Gvoke pen) - and then watch it grow in revenue to be on trajectory to take over the category - and then acquire two new drugs, one of which turns into 10x revenue of your flagship product - and then they extinguish all their debt - and then that new drug starts growing more at 100% YOY - and then the company goes Cash Flow Positive for a quarter - and then the company goes Cash Flow Positive for the year and predicts Cash Flow Positive for the foreseeable future - and then it’s able to reinvest in its own pipeline and it’s able to take a Levo category-killer to Phase3 BY ITSELF that projects to 3x the drug that is 10x the original Yeah, you don’t short that company.

$XERS Shorts finally having enough?

@Savageboston Patrick Ewing??

One of the best Massachusetts high school athletes ever?

@kremlingremlinn I guess we get to look forward to that after q2 numbers unless something big happens this Q. 400-415 is where they should be

@therealpoub I agree I expect them to raise 2026 guidance at least once this year

So let me get this straight $xers is trading at less than 2.5 x sales , profitable, growing revenue on their approved drugs by 30% and have a Drug delivery asset in XeriSol for small molecules and peptides that is about to start phase 3 trial with a drug that has been approved for 20+ years, And if approved it will validate the platform which will cause big pharma to partner or purchase them as a bolt on as XeriSol in essence would be able to help big pharma extend the life of their drugs, protect IP and allow customers the option of a once weekly injectable vs a daily oral

@tradexlnc @Arne19288930 $XERS Check out their presos on their website. They not only have massive growth but the next drug in pipeline xp-8121 will change hypothyroidism and how it’s managed in the future. #fact xerispharma.com/investor-relat…

@Arne19288930 Will do, any DD share

Man, this market has got lots of ppl scratching their heads. And that's quite justifiable given the current events and uncertainty. Some touting war done and some touting war will continue, meanwhile, the only ones who know for true are the ones running the show. The rest must use their best rational educated guesses. Apart from what we see, I do find opportunity. And the only place I find that is in undervalued stocks. How to find these? What to look for? Here's a start. Understand some key metrics. Some math involved. Math XLNC you say? Do some number crunching and get familiar with: D/E, P/E, ROE, P/B, etc to name some. It's how I found $HIMS $OSCR $HOOD and many others. If you haven't heard of this, you shouldn't be investing. We will discuss about this in the Patreon in depth. Tentative timing for Patreon starts Easter weekend, however, taxes are due soon and I'm super busy getting papers ready so there could be a short delay. Stay patient.

@financedystop Haha I have a note at my outlet in my garage to tell me where the gfi is (in the basement next to panel)

love 🫶🏽

@BiotechAnalysst Nice find Definitely not chump change.

$XERS has been awarded $44.8 million Veterans Affairs federal supply contract... 04/01/2026 to 03/31/2031 sam.gov/opp/4ff1ac39a4…

@MitchellReed09 @Gilanns Great question lol

@Gilanns Whats the takeaway? Resistance at .54? Volume shelf breakout? Posting a chart means what?