Triage board

Last-patient-last-visit completed 05/26/26; topline now imminent relative to the other Q3-2026 rows in this screen.

INFORM-MS enrollment fully complete, last patient dosed 06/25/26; guidance moved H1 2026 -> Late Q3 2026 -> 'late Q3/early Q4 2026' across the update history.

Ph2 dosing and enrollment completed per the 08/06/26 update; only one dated snapshot available so far, no changelog history to check for slippage.

HALT-CINP Ph2b unblinded review showed placebo separation (07/20/26). CAUTION: catalyst_date_text says 'Q3 2026' but the note itself consistently says 'Fall 2026' across all three updates read, which commonly extends into October -- real risk the actual readout lands after this window.

Correlated sister row to rank 3 (same drug, same Seabreeze STAT program, different indication, 15 days later) -- diluted independence, not a second independent catalyst. Only resolved to CNTB via the catalyst_source name-match fallback, not the id-join fields.

cash_runway_end_date (2026-05-22) is already past the run date and ~4 months before this catalyst -- EXPIRED, on cash of only $710.7K, the thinnest balance sheet in this screen.

China Ph2 CSU data; cash_runway_end_date (2026-08-12) is literally tomorrow relative to this run date and 49 days before this catalyst -- a raise is all but certain before data reads out. Guidance also narrowed from H2 2026 to 'end of Q3 2026'.

Three compounding flags: (1) a prior partial clinical hold, lifted 11/3/25; (2) catalyst_date_text says 'Q3 2026' but the 07/21/26 note itself now says 'H2 2026'; (3) the company-tier cash_runway_end_date (2026-07-25, already past) directly contradicts the 05/18/26 note's own claim that financing closed and extends runway into Q1 2028 -- an internal BPIQ data conflict, not resolved here.

Day-precise date; is_high_mgmt_interest. Company only just achieved minimum enrollment for the interim analysis (2026-07-29) -- a real risk the Oct 6 date itself slips again.

ESMO 2026 HRQoL presentation, day-precise; disease-free-survival follow-up continues in parallel.

Day-precise ESMO date for 3-year efficacy data; prior 1-year data showed 86% target response.

THE ONLY DAY-PRECISE DATE IN THE WINDOW — an ESMO oral on 2026-10-24. But the primary endpoint was already met on 2025-04-01 and key PFS on 2026-04-27, so this is the full dataset, not a binary. Five date changes en route. Highest hedge-fund count relative to size, 32% short.

ESMO poster date, day-precise; BOT/BAL Ph3 registrational program (BATTMAN) is the real binary, running separately.

Slipped within the same 2026-08-05 release: enrollment increased and the statistical analysis plan was modified, pushing the date out. is_high_mgmt_interest.

Pivotal randomization just completed; guidance narrowed from 'H2 2026' to 'Early Q4 2026' across four 2026 updates. is_high_mgmt_interest.

Tightened '2026' -> 'H2 2026' -> 'fall 2026', which is narrowing rather than slipping. The only is_big_mover flag among the large-cap end of this screen.

Dosing/data guidance moved repeatedly: Q1 2026 -> H2 2026 -> now 'November 2026' for the 10mg cohort, with a prior partial US clinical hold noted along the way. is_high_mgmt_interest.

Guidance 'YE 2026' repeated unchanged across five entries since 2025-06-05; both trials fully enrolled. Cash roughly equals market cap, so the readout is close to the whole equity story.

Note narrows to Q4 2026 while catalyst_date_text still says H2 2026. Only 1% short float against a hedge-fund-pick flag.

'H2 2026' repeated unchanged across six entries since 2025-09-02; 50% enrolled as of 2026-06-02. The sister Phase 3 in congenital HI (id 18823) MISSED on 2025-12-11, so this is the second attempt on the same antibody.

Interim AND final PFS analyses both guided to 2026 — one row covering two readouts, so key any prediction on program plus catalyst. Lowest short float in the top tier.

Enrollment completed 2025-07; note narrows to Q4 2026. GA is a graveyard indication — base rate deserves weight over the date signal here.

The one row where the date moved EARLIER (Q1 2027 -> Q4 2026) because enrollment finished ~2 months ahead. ECLIPSE 2/3 follow in Q1 2027, also in window. Runway ends 2027-02, right behind the readout.

Interim analysis of a 150-patient randomised trial, not topline. The two most recent notes (2026-03-12, 2026-05-07) give no date at all — 'Late 2026' was last affirmed 2025-12-08.

'H2 2026' unchanged across four entries since 2026-01-07. Interim, not topline.

Two marketed dermatology products give a revenue floor. Runway is null in BPIQ — verify before sizing anything.

Enrollment (n=234) completed 2025-09; 'YE 2026' unchanged across four entries. Zero hedge-fund holders and zero short float — nobody is positioned either way.

Carries the is_hedge_fund_avoid flag, which is rare in this set. 75% of the enrollment needed to trigger the DSMB interim was reached 2026-05-20.

Slipped H1 2026 -> H2 2026. IDMC reviewed Feb 2026 and recommended continuation without changes. $26M cash against a $131M cap is thin even though the stated runway clears the date.

Guidance stable, but INTERNALLY TIGHT: enrollment only completes Q3 2026 and topline is still guided to H2 2026. Program was on FDA clinical hold from 2024-07 to 2025-03.

STENOVA Ph2a open-label-extension topline; feeds a Ph2b initiation, not a stand-alone pivotal signal.

26-week HbA1c primary endpoint; is_high_mgmt_interest. Dosing underway as of 2026-03-31.

is_big_mover AND is_hedge_fund_avoid simultaneously flagged -- a genuine split signal worth noting. Fast Track granted.

Feeds directly into a pre-BLA meeting and H2 2026 BLA filing -- this is the whole company's near-term equity story. is_high_mgmt_interest.

Same open-label dose-finding caveat as row above, different indication/partner (Newsoara, China).

Interim disease-control data already positive (60% DCR, Jan 2026); 'further updates throughout 2026' is open-ended guidance.

SITC 2025 data already showed >23-month median OS; 'further oncology updates' language is soft on the specific 2026 event.

First patient just dosed 2026-05-28 in Ukraine; is_high_mgmt_interest. US-site expansion still ongoing.

Ph2 portion fully enrolled per 2026-06-03 update; company's real near-term catalyst is the SPS BLA completion (Q4 2026, not a Data readout).

is_suspected_mover, is_hedge_fund_pick AND is_high_mgmt_interest all flagged; positive Ph2 HORIZON topline already reported 2026-03-25, this is FOLLOW-ON data ahead of a planned pivotal trial.

Enrollment completed per 2025-12-18 release; company's larger ALS Ph2/3 (COMBAT-ALS) carries the same YE 2026 date but is a combined-phase trial, excluded from this Phase-2-only screen.

RMAT designation held; Part A enrollment concluded 2025-11-05. Sister Ph3 (ZILRETTA shoulder OA) sits against a management-own $25.9M IPR&D impairment -- a caution flag for the company's OA franchise broadly.

Narrowed from generic 'H2 2026' guidance to a more specific 'Q4 2026' in the same 2026-07-30 release. is_suspected_mover AND is_hedge_fund_avoid together -- a split signal.

is_high_mgmt_interest; Ph3 already guided to start H1 2027 contingent on this readout.

80-patient frontline trial; prior r/r AML cohort met all primary endpoints (2025-07-15) and was presented at ASH.

$18.6M market cap against $203M cash -- cash exceeds market cap by >10x, an extreme negative-pipeline-value setup.

First patient dosed 2025-12-17; only 'interim Phase 2 data in 2026' guided, no enrollment total disclosed yet.

is_suspected_mover AND is_high_mgmt_interest; guidance slipped 'mid-2026' -> Q4 2026 on 2026-01-05 as enrollment ran long.

Enrollment EXPANDED to 247 (from original 225) and completed per 2026-06-29 release -- a larger, fully-enrolled trial, the more advanced of the two Zura rows.

Highest leverage-to-market-cap in the whole screen: a $164M company reading out a registrational NSCLC trial. But AstraZeneca runs it, Innate holds economics only, and monalizumab already failed Phase 3 in head and neck (INTERLINK-1).

Taiho runs the trial and guides the date. A separate zipalertinib PDUFA sits at 2027-02-27 (id 16438, is_big_mover) inside the same window — two catalysts, one franchise.

AstraZeneca-partnered, and HUTCHMED already sells four approved products. $1.37B cash against a $1.9B cap makes a single readout hard to move the stock.

KIMMTRAK already does ~$400M/yr, so this is expansion rather than survival. Note says topline OS 'as early as 2H 2026' — hedged language.

The larger event is OUTSIDE the window: KSI-501 DAYBREAK in wet AMD reads out Q3 2026 (id 18201). By Q4 2026 the stock will already have repriced. PINNACLE follows Q2 2027.

At the very top of the $3B filter. Carries a CRL overhang: Type A meeting completed, expanded access launched, CRL response and FDA decision guided to mid-2027. Most-held name in the screen (13 funds).

Highest short float in the screen at 42%, and cash exceeds market cap. Sister Phase 3 XPORT-EC-042 in endometrial cancer MISSED its PFS endpoint on 2026-07-30. $35M/qtr of XPOVIO revenue underneath.

Read this as an exclusivity trade, not an efficacy one — the stated purpose is extending WAKIX pediatric exclusivity to March 2030.

Label expansion on a marketed product doing ~$117M/yr, against a ~$600M EXPAREL base. Pacira already impaired $25.9M of shoulder-OA IPR&D in Q3 2025 — management's own write-down argues against the readout.

Largest addressable market of Vanda's three in-window Phase 3s; the underlying Phase 2 in Wegovy patients met its endpoint with a 50% vomiting reduction. 22 assets dilutes any single result.

Molecule already FDA-approved (2026-02-20) for bipolar I and schizophrenia, so this is label expansion on a de-risked NCE.

Registrational trial initiated 2025 off a single Phase 2 that reported 'low stress level' in 2022 — thinnest prior of the three Vanda rows.

SAME EVENT AS RANK 3 (RZLT). XOMA is a royalty aggregator holding a slice, not the sponsor — correlated exposure at a fraction of the beta. Do not treat ranks 3 and 36 as independent.

Cash ($510M) is nearly DOUBLE the market cap ($269M) — the market prices the pipeline below zero. The row's own note calls this 'more Duravelo-2 Ph2 data', and two other zele rows (18923, 19441) are already marked Failed/Discontinued.

First interim of a registrational Phase 2/3. Cash roughly equals market cap. Recently public, so there is little catalyst history to price against.

MISLABELLED. The row is tagged 'Phase 2/3 Data readout' but its latest note (2026-07-27) reports FIRST PATIENT DOSED in TeLuRide-008. No readout is plausible in this window.

The H2 2026 item is 'additional data'; the note puts PIVOTAL data at mid-2027 and BLA at H2 2027. The genuine binary sits just outside this window.

Interim narrowed to 'mid-2026' then final Part 1 pushed to H2 2026; is_big_mover and is_high_mgmt_interest flagged.

Small investigator-initiated trial; 'preliminary' pathological-response data only, not a powered readout.

Investigator-initiated Ph2 publication, not a company-run pivotal; window spans past this screen's own end date.

Same publication-timing caveat as row above; ZYNLONTA already approved and revenue-generating, diluting materiality.

Pivotal Ph2, FDA Breakthrough + CNPV voucher; guidance reiterated unchanged across three 2026 updates.

Second, harder-to-treat (biomarker-negative) Jemperli cohort from the same company; correlated with the row above.

Sister trial to the row above, same company/date/mechanism -- correlated exposure, not independent.

Small Ph2 in an ultra-rare indication; sister GT program (Sutacimig in Glanzmann) is the company's larger Ph3-track asset.

This is additional proteomics data from an ALREADY-COMPLETED exploratory IIT, not a new topline readout.

is_high_mgmt_interest; interim analysis of the monotherapy Ph2, guidance held steady across two 2026 updates.

Companion-diagnostic readout riding on the FG-3246 trial above -- same interim, not an independent catalyst.

Early activity already reported 2026-03-19 as 'positive'; full results still pending presentation.

Company states further HS development only continues WITH A PARTNER -- a soft signal despite 'strong' interim data.

Note field is unusually thin ('PR No update' repeated); low visibility into trial progress despite the qualifying date.

Interim 26% ORR already reported; sBLA and 2027 launch contingent on this 2026 update. Company is commercial-stage (AMTAGVI).

60mg cohort enrollment just completed; sister Ph3 XPORT-EC-042 MISSED its endpoint 2026-07-30, a negative read-through on execution.

Correlated with the row above (same CAR-T, same company); MG is the more advanced indication with a Ph3 already enrolling.

36-week induction data already positive (Dec 2025); this is FOLLOW-ON off-treatment data, with a single registrational Ph3 already being planned for early 2027.

Enrollment completed per 2026-07-30 release; label-expansion trial on an already-commercial ($74M/qtr) product, so a miss is dilutive rather than existential.

Note field carries only 'PR No update' since 2026-06-29; company's real near-term catalyst is the RP1 melanoma PDUFA on 2026-08-02, just before this window.

is_suspected_mover AND is_high_mgmt_interest; Niktimvo already approved and revenue-generating ($56M/qtr) in a different GVHD line, so this expands rather than creates the franchise.

Enrollment completed Q1 2026; a genuinely new indication (not GVHD) for an already-approved molecule -- the more novel of the two Syndax rows.

is_suspected_mover AND is_high_mgmt_interest; interim CSU population fully enrolled per 2026-05-15. neffy already approved/commercial for anaphylaxis, diluting this as a label-expansion trade.

Investigator-initiated, UNC/DoD-sponsored; Tonmya itself is already FDA-approved and commercial for fibromyalgia, so this is a label-expansion trade on a de-risked molecule.

Note field carries only 'PR No update' -- thin visibility into trial progress despite the qualifying date.

is_suspected_mover, is_hedge_fund_pick AND is_high_mgmt_interest; this is an INTERIM analysis only -- primary endpoint analysis is guided to H2 2027, outside this window.

is_big_mover AND is_high_mgmt_interest; pivotal dose (400mg QD 5:2) already selected with a favorable interim per 2026-05-12 update; feeds a parallel Ph3 (ASPENOVA) already enrolling.

Runway ends 2026-09, BEFORE the Q4 2026 readout. A financing is close to certain first. AbbVie-partnered with >1,200 patients enrolled; the date has never slipped. Separately carries an RGX-121 CRL and a partly-lifted clinical hold.

Runway ends 2026-10 against an H2 2026 readout. Slipped H1 2026 -> 2026 -> H2 2026. RISE3 enrollment completed 2026-06-30. Company also took a troriluzole CRL in Nov 2025 and pledged it as financing collateral.

$2M market cap against $10M cash and a runway ending this month — the equity is a dilution vehicle regardless of the data. Guidance moved Q3 2026 -> Mid-2026 -> Dec 2026-Feb 2027. Blinded CRc 37% at n=62 is genuinely interesting science attached to an uninvestable share count.

ALTITUDE-AD fully enrolled (542 pts); 'Late 2026' repeated unchanged across five 2026 updates. Single lead program.

Enrollment complete; guidance narrowed H2->Q4 2026, a tightening not a slip. is_suspected_mover + is_hedge_fund_pick.

Guidance moved Q1 2026 -> H2 2026 -> Q4 2026; last patient dosed 2026-07-06. is_high_mgmt_interest.

Ph2 only IND-cleared 2026-01-06; 'topline in 2026' is an early, unverified guide with no enrollment data yet disclosed.

'Early four-week proof-of-concept' data only, explicitly labeled '(est)'; company's real binary is the Ph3 CoMpass trial (H2 2027, outside window).

Autoinjector PoC trial fully enrolled Q1 2026; one of several priority programs at a well-funded multi-asset company.

QUELL-CV Ph2 POC dosing began 2026-06-16; positive Ph1 hsCRP data preceded it. Two-asset company.

Interim PFS futility analysis, not topline; $12M cash against a $12M market cap is a going-concern-adjacent setup.

Explicit day-of-month guidance ('December 2026') repeated across five 2026 updates; initial n is only 5-10 patients.

is_big_mover AND is_high_mgmt_interest; Fast Track granted 2026-05-11. Anti-CD122 mechanism, differentiated MOA.

8.9-month median PFS already reported 2026-06-02 in the L858R subgroup; 'additional data' framing suggests incremental rather than pivotal.

IND timing itself slipped -- 'IND planned Dec 31, 2026' sits INSIDE the same note as the readout guidance, i.e. the regulatory and data timelines are tangled together.

Site activation only began Jul-Aug 2026 per the latest update; 'preliminary data' framing, and a Type D FDA meeting is scheduled for the same window.

Note field shows NO update across three consecutive quarterly releases (11/13/25, 2/17/26, 5/13/26) despite the H2 2026 date standing -- staleness risk on an otherwise-unconfirmed program.

INTERNALLY INCONSISTENT. The date text says H2 2026 topline, but the same note says enrollment only completes Q3 2026 (raised to 176 patients) and guides sNDA plus launch to 2028. A readout inside this window is not credible; expect it to move to 2027.

MISLABELLED. What the note dates to Q4 2026 is the interim SAMPLE-SIZE REVIEW and enrollment completion, not topline. NexoBrid gives ~$17M/yr of revenue underneath.

DATE CONFLICT. catalyst_date_text says H2 2026, but the note (2026-06-11) puts Phase 3 topline in Q3 2026 — BEFORE the window opens — with the NDA in H2 2026. The event this screen is looking for has probably already happened.

Company is actively seeking a partner for this asset -- funding for the trial itself is not guaranteed independent of a deal. Company is actively SEEKING A PARTNER for this asset; the trial's own continuation is not clearly funded independent of a deal, on top of the runway gap already flagged.

CBeyond MISSED its primary endpoint 2025-10-06; the qualifying Q4 2026 event is a higher-dose Part C expansion attempting to recover the signal. The company's own prior Ph2a (CBeyond core) MISSED its primary endpoint on 2025-10-06; Part C is a higher-dose attempt to rescue the signal, not a fresh independent readout.

Guidance is really 'after START completes 18-month treatment', which lands in 2027 per five consecutive updates; date sits at the very edge of the window.

Partly de-risked: the sister Phase 3 C-BEYOND hit both primary and secondary endpoints on 2026-07-28. C-FORWARD slipped from 'around year-end 2026' to 'Early 2027' in that same release.

Guidance moved from '2026' -> 'late Q4 2026 or early Q1 2027' -> 'Early Q1 2027' across three 2026 updates; enrollment completed 2026-06-10. is_suspected_mover AND is_high_mgmt_interest.

Enrollment completed 2026-07-27 at >500 patients; Q1 2027 guidance unchanged since 2026-03-05. Cleanest date in the window.

'Early 2027' unchanged since 2025-02-27, roughly 17 months. BUT the note's most recent entry is 2025-11-12, about nine months stale — the stability may be absence of updates rather than confirmation. Runway ends 2027-06, only months after the readout.

First dosed 2025-12; blinded extension phase since 2026-06-08. Guidance held at Q1 2027 across three 2026 updates.

Slipped within the 2026-08-04 release itself: data 'now expected end of Q1 2027' as a fifth dose level opened.

Runway ends THIS MONTH against a Q1 2027 readout — a raise is imminent, not merely likely. Trial fully enrolled 2026-07-07. Q1 2027 is the SYMPTOMATIC topline only; disease-modifying topline is Q1 2028.

Second GMP manufacturing site (SpectronRx) just added to de-risk supply; enrollment completion still guided within 2026.

Company just rebranded from Cortexyme after its lead Ph3 (eDSP) MISSED in Jan 2026 and was fully discontinued; this BOS Ph2 is the surviving near-term asset.

MISLABELLED. The note dates the PHASE 2/3 TRANSITION to Q1 2027, not a data readout. The company's real near-term event is the RP1 PDUFA on 2026-08-02, just before this window, after a favourable 10-3 AdCom vote. 39% short float.

Same trial, same date, same company as the row above -- two BPIQ drug ids for one program; do not treat as independent. Literal duplicate BPIQ row of QNCX 20409 -- same trial, same date, same company. Kept for completeness per the authoritative-call rule, but do not double-count.

In-licensed asset with China Phase 3 already positive in adjacent indications. Best-funded name in tier A.

Final analysis is EVENT-DRIVEN, so H1 2027 is a projection off an event count, not a calendar commitment. $52M cash against a $1.9B cap; J&J partnership carries the funding. Zero short float.

Randomized Ph2 portion of a Ph1b/2; data guided H1 2027 across two 2026 updates.

Slipped from 'mid-2026' to H1 2027 on 2026-05-13 after an eligibility-process change; interim analysis was favorable.

Only qualifying Keros row; company's larger Takeda-partnered Ph3 (elritercept) carries no date at all.

AQUAx2 trial is closing; 12-month pivotal data reiterated on track. FDA Breakthrough Therapy designation granted.