joris

Prediction tracker

Every locked call, and how it settles. Outcome accuracy and calibration are only meaningful once events resolve — until then this is the honest scoreboard: what was predicted, and what is still pending.

Locked

24

predictions

Settled

6

events resolved

Awaiting

18

pre-catalyst

Outcome accuracy

—

signal return

-16.5%

abstention value

-35.1%

range containment

50.0%

our Brier vs market

0.154 / 0.139

Predictions

Ticker Catalyst timing Outcome Stock Status Actual
VALN s4v2-shigellosis Valneva SE Mid-2026 placeholder — not a confirmed date
Miss
32% [20–47]
$4.60–$5.15 $5.80–$7.00
$5.36+1.2% modelled

-2.3% to +5.5% vs spot across the 20– 47% band — the sign is not settled

No edge
Awaiting pending
LGVN laromestrocel-hlhs Longeveron Inc 2026-08-12 → 2026-10-31 confirmed readout window
Miss
30% [20–40]
$0.22–$0.45 $1.20–$2.20
$0.74+0.6% modelled

-17.8% to +19.1% vs spot across the 20– 40% band — the sign is not settled

No edge
Settled miss — RVEF primary not met (p=0.8336); MACE and clinical composite not significant · -61.6%
MNOV mn-001-nafld-hypertriglyceridemia MediciNova, Inc. 2026-08-26 → 2026-10-31 confirmed readout window
Miss
15% [8–28]
$1.05–$1.50 $1.60–$2.15
$1.37+2.6% modelled

-0.5% to +8.5% vs spot across the 8– 28% band — the sign is not settled

No edge
Awaiting pending
ARCT arct-810-otc-deficiency Arcturus Therapeutics Holdings Inc. 2026-09-01 → 2026-11-30 confirmed readout window
Miss
38% [25–52]
$6.00–$7.20 $9.50–$13.00
$8.37+5.0% modelled

-2.6% to +13.1% vs spot across the 25– 52% band — the sign is not settled

No edge
Awaiting pending
TYRA dabogratinib-ir-nmibc Tyra Biosciences 2026-09-01 → 2026-10-31 confirmed readout window
Positive
55% [40–68]
$14.00–$20.00 $30.00–$46.00
$28.55+5.9% modelled

-5.8% to +16.0% vs spot across the 40– 68% band — the sign is not settled

No edge
Settled miss — pooled 3-month CR 46% (12/26) vs the ≥60% bar; safety clean · -17.75%
IRON disc-3405-polycythemia-vera Disc Medicine, Inc. 2026-09-01 → 2026-10-31 confirmed readout window
Positive
78% [65–87]
$67.00–$74.00 $84.00–$91.00
$83.76+5.3% modelled

+2.6% to +7.3% vs spot across the 65– 87% band — the sign is not settled

Up
Settled positive — 61.5% phlebotomy-free through 26 weeks (Cohort A, n=13), phlebotomies 4.0→0.6 (p<0.0001), well tolerated, advancing · -5.97%
EVMN evo756-atopic-dermatitis Evommune, Inc. 2026-09-01 → 2026-09-30 confirmed readout window
Miss
30% [20–45]
$8.50–$11.00 $21.00–$30.00
$14.48+1.6% modelled

-9.5% to +18.2% vs spot across the 20– 45% band — the sign is not settled

No edge
Settled miss — primary endpoint (% change in EASI at Week 12) not met at any dose; EVO756 not advanced in AD · -15.58%
RARE gtx-102-angelman-syndrome Ultragenyx Pharmaceutical Inc. 2026-09-01 → 2026-11-10 confirmed readout window
Uncertain
50% [35–65]
$16.00–$21.00 $34.00–$42.00
$28.25+9.4% modelled

-1.9% to +20.7% vs spot across the 35– 65% band — the sign is not settled

Up
Settled miss — ASPIRE missed its primary (Bayley-4 cognitive raw score) and key secondary (MDRI) endpoints vs sham · -42.4%
CNTB rademikibart-acute-asthma-exacerbation Connect Biopharma Holdings Limited 2026-09-01 → 2026-10-31 confirmed readout window
Miss
38% [26–52]
$0.95–$1.60 $3.60–$6.50
$2.71+16.3% modelled

-3.2% to +39.0% vs spot across the 26– 52% band — the sign is not settled

Up
Settled miss — primary 28-day treatment failure not significant (p=0.153); FEV1 key secondary met (p=0.023) · -36%
CNTB rademikibart-acute-copd-exacerbation Connect Biopharma Holdings Limited 2026-09-01 → 2026-10-31 confirmed readout window
Miss
30% [20–42]
$1.10–$2.10 $4.00–$7.00
$2.77+8.2% modelled

-7.0% to +26.5% vs spot across the 20– 42% band — the sign is not settled

Up
Awaiting pending
CUE cue-221-csu Cue Biopharma, Inc. 2026-09-15 → 2026-12-15 confirmed readout window
Positive
72% [58–83]
$9.00–$16.00 $24.00–$46.00
$28.70+10.0% modelled

-2.1% to +19.4% vs spot across the 58– 83% band — the sign is not settled

Up
Awaiting pending
TLSA foralumab-na-spms Tiziana Life Sciences 2026-09-15 → 2026-11-30 confirmed readout window
Miss
35% [20–52]
$0.30–$0.55 $1.80–$3.00
$1.12+11.6% modelled

-18.0% to +45.2% vs spot across the 20– 52% band — the sign is not settled

No edge
Awaiting pending
DWTX halneuron-cinp Dogwood Therapeutics, Inc. 2026-10-01 → 2026-12-31 confirmed readout window
Miss
38% [26–49]
$0.28–$1.28 $3.28–$9.50
$2.91+50.5% modelled

+15.7% to +82.4% vs spot across the 26– 49% band — the sign is not settled

No edge
Awaiting pending
IVA lanifibranor-mash Inventiva S.A. 2026-10-01 → 2026-12-31 confirmed readout window
Positive
55% [40–70]
$1.00–$2.00 $7.00–$13.00
$6.18+30.9% modelled

+3.8% to +57.8% vs spot across the 40– 70% band — the sign is not settled

Up
Awaiting pending
GNLX olvi-vec-platinum-resistant-ovarian Genelux Corporation 2026-10-01 → 2027-04-30 confirmed readout window
Uncertain
35% [20–55]
$0.45–$1.30 $6.00–$14.00
$4.07+49.6% modelled

-0.7% to +116.7% vs spot across the 20– 55% band — the sign is not settled

No edge
Awaiting pending
RAPP rap-219-bipolar-mania Rapport Therapeutics, Inc. 2026-10-01 → 2026-11-30 confirmed readout window
Miss
35% [22–48]
$37.00–$45.00 $56.00–$68.00
$48.35-1.2% modelled

-6.8% to +4.4% vs spot across the 22– 48% band — the sign is not settled

No edge
Awaiting pending
CGEM zipalertinib-1l-egfr-ex20ins-nsclc Cullinan Therapeutics, Inc. 2026-10-01 → 2027-03-31 confirmed readout window
Positive
78% [65–88]
$13.50–$16.25 $19.50–$24.00
$20.24+12.2% modelled

+7.3% to +16.1% vs spot across the 65– 88% band — the sign is not settled

Up
Awaiting pending
IMMP efti-pembrolizumab-soft-tissue-sarcoma Immutep Limited 2026-10-19 → 2026-10-19 confirmed readout window
Positive
85% [72–92]
$0.28–$0.36 $0.36–$0.46
$0.40-0.9% modelled

-3.8% to +0.7% vs spot across the 72– 92% band — the sign is not settled

No edge
Awaiting pending
CMPX tovecimig-biliary-tract-cancer Compass Therapeutics, Inc. 2026-10-23 → 2026-10-27 confirmed readout window
Positive
55% [42–68]
$1.65–$2.15 $2.70–$3.30
$2.51+1.0% modelled

-4.8% to +6.8% vs spot across the 42– 68% band — the sign is not settled

No edge
Awaiting pending
ABOS sabirnetug-alzheimers Acumen Pharmaceuticals 2026-11-15 → 2027-01-31 confirmed readout window
Miss
35% [25–48]
$0.55–$1.20 $4.50–$11.00
$3.28+43.9% modelled

+13.8% to +83.1% vs spot across the 25– 48% band — the sign is not settled

Up
Awaiting pending
IMUX vidofludimus-relapsing-ms Immunic, Inc. 2026-12-01 → 2027-03-31 confirmed readout window
Positive
60% [50–70]
$2.40–$3.80 $17.00–$27.00
$14.44+2.4% modelled

-11.0% to +15.8% vs spot across the 50– 70% band — the sign is not settled

No edge
Awaiting pending
ZNTL azenosertib-cyclin-e1-proc Zentalis Pharmaceuticals 2027-01-01 → 2027-06-30 confirmed readout window
Positive
55% [42–68]
$1.00–$2.30 $6.50–$10.00
$5.28+26.9% modelled

+6.3% to +47.5% vs spot across the 42– 68% band — the sign is not settled

Up
Awaiting pending
RARE dtx301-otc-deficiency Ultragenyx Pharmaceutical Inc. 2027-01-01 → 2027-09-30 confirmed readout window
Positive
62% [48–75]
$22.00–$27.00 $27.00–$33.00
$27.91+4.6% modelled

+1.8% to +7.3% vs spot across the 48– 75% band — the sign is not settled

No edge
Awaiting pending
OLMA palazestrant-er-positive-mbc Olema Pharmaceuticals 2027-01-01 → 2027-06-30 confirmed readout window
Uncertain
40% [30–52]
$4.50–$8.50 $15.50–$32.00
$13.40+28.5% modelled

+11.9% to +48.3% vs spot across the 30– 52% band — the sign is not settled

Up
Awaiting pending

Calibration

Reliability of outcome confidence — populates as events settle

0 0 0.25 0.25 0.5 0.5 0.75 0.75 1 1 Predicted probability Observed frequency

Calibration measures whether stated confidence matches reality — do events called with medium confidence actually happen about as often as that implies?

It populates as predictions settle. 6 of 24 settled so far — the dashed line is perfect calibration; points will plot predicted vs. realized frequency once there is enough history to bin.