$2.5M to $542M — A Breakout Star 💫
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#ATG 🙌 #BOP 🚀 Nation Update❤️️
Hi, I’m Paul Mampilly.
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We Want to Hear From You! 🫵
The team is gearing up for our next ATG Digital quarterly livestream . . .
And we want to ensure it’s packed with the insights you care about most.
Got a particular topic or trend on your mind?
Just click the button below to let me know!
Your input means a lot — and might shape the direction of this special event.
We’ll share the final date and time once they’re set — so stay tuned!
Now, for the opportunity of the day! 👇
Dan: This Sector Could Explode 🤯
Wall Street didn’t see this coming: a tiny biotech just landed a partnership that could unlock over $10 billion.
We’re early to this trend, but we believe there’s plenty more opportunity to profit in this sector!
Fueled by breakthroughs in artificial intelligence (AI) and scientific innovation, the sector is undergoing a transformative growth phase.
Despite solid revenue growth and strong balance sheets, many biotech companies are trading at depressed valuations — largely due to elevated interest rates and the sector’s historical perception as high-risk.
But this environment allowed investors to buy shares of rising biotech companies at cheap valuations.
Just look at notable gains we’ve closed in biotech stocks:
And based on a recent deal, this stock could be the next biotech moonshot! 🚀
Managing Risk in Biotech 📊
In recent months, we exited many of our “clinical-stage” positions.
These companies, while full of promise, typically lack revenue-generating products.
In other words, they’re considered risker to hold in a high-inflation environment where borrowing, or raising more capital is even more expensive.
That said, there’s one clinical-stage biotech that we’ve held onto in our Diamond Tier model portfolio — and for good reason.
I’m referring to Arrowhead Pharmaceuticals Inc. (Nasdaq: ARWR), developer of RNA interference (RNAi) therapeutics designed to treat diseases caused by genetic mutations — specifically those involving the overproduction of harmful proteins.
Its proprietary platform, TRiM, enables targeted delivery of RNAi therapies to a variety of cell types, including those in the liver, lungs, skeletal muscle, central nervous system, and more.
This platform’s versatility gives $ARWR a wide reach and a higher probability of success.
The company currently has 19 clinical programs underway, including four in Phase 2 and four in Phase 3 trials.
If just a handful of these progress to approval, $ARWR could be looking at multiple blockbuster drug opportunities.
But don’t take it from me, look at the numbers! 👇
Number Don’t Lie 🤑
It posted a staggering $542 million in its first quarter (Q1) earnings, a 21,608% increase from Q4 2024, when it reported just $2.5 million.
This spike was driven by a strategic partnership with Sarepta Therapeutics (Nasdaq: SRPT).
Under the deal, Sarepta agreed to:
💰 Pay $ARWR $500 million in cash
💰 Make a $325 million equity investment at $27.25 per share
💰 Provide up to $300 million in near-term milestone payments
💰 Offer royalties on commercial sales
💰 Pay out up to $10 billion in potential long-term milestone payments
Which brings us to its most recent announcement . . .
Big News 🥳
Just yesterday, $ARWR announced that it earned a $100 million milestone payment from $SRPT after hitting the first of two prespecified enrollment targets.
If the second target is achieved — expected by year-end 2025 — it will unlock an additional $200 million.
Despite its modest market cap of $2.3 billion, $ARWR has a massive strategic backer in $SRPT and a pipeline packed with potential.
The expected milestone payments and royalty streams will provide significant capital to fund ongoing trials and expand its commercial footprint.
We’re currently up 18% on ARWR since adding it to the Diamond Tier portfolio earlier this year — and have no plans to exit the position just yet.
It’s scheduled to release Q2 earnings on August 7.
Should anything change regarding our outlook or position, Diamond Tier members will be the first to know.
If you’re ready to ride potential moonshots with rocketing potential, consider subscribing to our Diamond Tier to enjoy the following benefits:
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#OGI100: Tuesday, July 29, 2025
The #OGI100 is down 1.19% today.
Created on September 22, 2022, the #OGI100 is an index/portfolio comprised of opportunity, growth, innovation, and crypto-related investments.
Our goals with the #OGI100 are twofold . . .
First, we want readers to get a sense of what our investments are doing in the market, because they can sometimes perform very differently than traditional indices (like the S&P 500 or Nasdaq 100).
Second, we’d like to eventually turn the #OGI100 into an exchange-traded fund (ETF).
That way, instead of owning hundreds of growth stocks, you can get exposure to ATG Digital thinking — in opportunity, growth, innovation, and crypto — all in one place.
To learn more or to express your support for the launch of an ETF (by completing a poll), click here.
Tomorrow: Dean will reveal a huge crypto play! 📈
Don’t Miss This ⚠️
All-time high after all-time high, the market has entered into a state of euphoria.
While investors are piling into market darlings at record valuations, lead analyst Paul Mampilly shares what you should be mindful of!
Watch this video for a prediction of where the market is heading and how to potentially profit from it. 👇
Subscribe to our YouTube channel for more content from the team! 🙌
On Tuesday, July 29, 2025, we hope you enjoy the latest from Paul!
❤️ This Substack was made — by US, for YOU — with love. ❤️
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Join us, be #BOP 🚀, be #StrongHands 🙌, #GoATG! ️️❤️️
Disclaimer/Legal Stuff Written in Plain English
What you read/watch/hear is OPINION, not financial/investment advice. Treat it no different than when you read/watch/hear your favorite author/YouTuber/podcaster. Despite our best efforts, we get things wrong and make mistakes. Investing is risky. There is no guarantee you will make money. Your investments may lose value. That’s RISK. Past performance is no guarantee of future results. Employees, contractors, and owners of ATG Digital, LLC own/trade/transact in the stocks, options, and crypto that are the subject of our trade alerts, updates, reports, and commentaries. We cannot give you personalized financial advice because we are NOT financial advisors. It’s on you to decide how much/when/what to buy/sell based on YOUR financial needs, plans, and risk preferences. There are no guarantees. Loss of your capital is an outcome that you should evaluate carefully with a financial advisor before you trade, speculate, or invest. It's your money and your responsibility.