Paul Marganski
@paulBIOgeek
I am interested in technology, biotech, finance, networking, business development, and anything interesting.
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$SKYT all day long
مساء الخير ،، ٣ شركات انتظرهم في مناطق تجميع ممتازة للتمركز ( اذا شفت بوادر ارتداد وتحسن بالسوق فقط ) 1- $CRWV 2- $GRRR 3- $SKYT وانت وش تتابع وتنتظر ؟! #السوق_الامريكي #السوق_الأمريكي_بالعربي
That's pathetic. His mortgage is entirely too high and has less than $30k in savings?? What a fool. I feel bad for his family, which he has FAILED entirely
A buddy from college reached out Got laid off as a manager at Meta Made $280k & can’t land a new job His mortgage is over $6k/month Said he runs out of money in 3 months Has a wife & 2 young kids He’s usually cocky but sounded scared You never think it’ll happen to you 😔
(2/2) Each of these have significant growth prospects in their respective industries. $ALNY $SKYT $SOFI $VRTX
The stock market may be volitile right now, but remember it is giving you a great opportunity to buy great companies at lower prices. My bulletproof picks for the next 3-5 and 5-15 years are: $SKYT $SOFI $ALNY and $VRTX Each of these have great, profitable businesses (1/2)
The stock market may be volitile right now, but remember it is giving you a great opportunity to buy great companies at lower prices. My bulletproof picks for the next 3-5 and 5-15 years are: $SKYT $SOFI $ALNY and $VRTX Each of these have great, profitable businesses (1/2)
Earnings are rapidly falling to the bottom line for $ALNY. Drugs like Cemdisiran, Zilebesiran, Amvuttra (obviously), Nucresiran, etc are going to completely change the trajectory of the company. Cemdisiran alone is a $10-$20 billion/year drug with so many potential indications
$ALNY or $SKYT
You are forced to put $100,000 in any stock today November 17, 2025. What stock do you buy?
More evidence on the value of Cemdisiran $REGN $ALNY
4. C5 mAb (pozelimab) +siRNA (cemdisiran) combo in complement-mediated diseases USP: higher efficacy (PNH), better safety (GA), more convenient dosing (gMG, PNH, GA) than SOC (depending on indication) What $REGN have said: one of the “big opportunities”, “very under the radar”…
My new analysis of SkyWater Technology $SKYT is now public The market is looking in the rearview mirror, pricing $SKYT as a small, speculative R&D shop. That company no longer exists. The new $SKYT is a profitable, at-scale, and strategically solidified industrial champion.…
🫘🩺There is a constant search to target the pathological mechanisms in IgAN Will Cemdisiran turn out to be the rescue drug we have been waiting for ? Cemdisiran works by reducing the hepatic C5 production and hence reduces the formation of MAC which drives kidney injury 🏥…
And, if @Regeneron thinks they can build a franchise off Cemdisiran and launching a couple other dfugs, it is worth them acquiring @Alnylam outright (or merge). It would be a huge deal, but it would bring together 2 leaders to dominate gene silencing for every tissue/organ type
Few people are paying attention to the potential BLOCKBUSTER drug that Cemdisiran may likely become for PNH, GMG, aHUS, and even GA. Huge potential for both @Regeneron and @Alnylam $REGN $ALNY
Few people are paying attention to the potential BLOCKBUSTER drug that Cemdisiran may likely become for PNH, GMG, aHUS, and even GA. Huge potential for both @Regeneron and @Alnylam $REGN $ALNY
Playing $SKYT perfectly here. Sold a bunch near $24 and bought it back (and more) below $18 yesterday.
Stocks of varying quality (but not total junk) that I think could see a decent bounce after an across-the-board tumble in momentum stocks and popular shorts (please do your own research): $PGY, $SKYT, $CLS, $LITE, $TTMI, $MOD, $VRT, $HMDPF, $SEI, $ZETA, $FEIM, $CRWV, $NBIS, $RMBS
Bought back heavily on $SKYT near the lows yesterday after selling nearly 1/3 near ATH. I'm very overweight SkyWater now - will print money on consolidation between $17-$24
$ALNY Excellent article that accurately describes ALNY's current position. So if you want to refresh your ALNY understanding or just familiarize yourself with ALNY, this is essential reading. beyondspx.com/quote/ALNY/ana…
Humans @elonmusk
Bought back 2/3 of the $SKYT I sold around $24 when it dropped below $21 today.
$NTLA would be very successful if they just stayed with Phase I studies...
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