Filtered library · Archetype
Event-driven · 24 dossiers
Dossiers classified as Event-driven — 24 names, each with its thesis, kill line and next catalyst.
All 24 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers ALVO Alvotech Medium Alvotech's shares turn on FDA approval of its Simponi and Eylea biosimilars, reported due 4 December 2026. The 5 October 2026 FDA clearance of more U.S. output from its Reykjavik plant makes approval likelier, and a manufacturing-related… CDNA CareDx, Inc. Medium CareDx's shares have more than doubled in three months on a raised 2026 revenue guide and a higher preliminary Medicare rate for AlloSure; the third-quarter report, expected around 3 November 2026, tests whether revenue stays on track for… IBRX ImmunityBio, Inc. Medium ImmunityBio's bladder-cancer drug Anktiva grew Q2 2026 net product revenue 92% year over year to $50.7 million, which keeps supporting the shares despite directors selling in October. Third-quarter revenue, due in a possible October… MANE Veradermics, Incorporated Medium Veradermics' oral minoxidil tablet VDPHL01 has one strongly positive hair-loss trial, and its shares closed at $126.63 on 8 October 2026 after recovering the 6 October 2026 drop. Study '304', guided for the second half of 2026, settles… ODD ODDITY Tech Ltd. Medium ODDITY Tech's guidance for third-quarter revenue down only about 5%, set on 9 September 2026 after beating its own second-quarter targets, keeps the beauty company a recovery case; the third-quarter report, expected around 17 November… SMMT Summit Therapeutics Inc. Medium Summit Therapeutics' case rests on FDA approval of ivonescimab by 14 November 2026, now funded by AstraZeneca's closed $2.0 billion investment. Full biliary-cancer data at ESMO on 25 October 2026 and the FDA decision settle it. VSTM Verastem, Inc. Medium Verastem's shares turn on the 14 October 2026 first efficacy readout for VS-7375, its oral KRAS G12D cancer drug, backed by a $25.1 million-a-quarter ovarian-cancer launch. Pancreatic and lung response rates, set against a rival's 50%… ZLAB Zai Lab Limited Medium Zai Lab's re-rating case rests on first-line small-cell lung cancer data for its DLL3 drug zoci at ESMO on 26 October 2026; a registrational Phase 3 start announced by 31 December 2026 would confirm it. AAPL Apple Inc. Low Apple's shares sit 0.2% below their 52-week high with much of the premium iPhone and foldable cycle priced in, and analysts say memory costs offset the revenue gains. The 16 October 2026 iPhone Duo preorders and the 2 November 2026 fiscal… ABCL AbCellera Biologics Inc. Low AbCellera's shares rest on whether ABCL635, its injectable hot-flash antibody, keeps working well beyond week 4. The 12-week data guided for year-end settle it. With the 1 October 2026 IMS presentation over and no new readout before then,… ABSI Absci Corporation Low Absci Corporation's shares still turn on whether its antibody ABS-201 grows human hair better than placebo; the interim HEADLINE readout, guided for the second half of 2026, settles the case by 31 December 2026. BAC Bank of America Corporation Low Bank of America's shares closed at $53.61 on 8 October 2026, oversold after a warning that investment-banking fees will fall more than 10%; the 14 October 2026 third-quarter report shows whether earnings have turned or only sentiment has. GRAL GRAIL, Inc. Low GRAIL's shares already price in FDA approval of its Galleri cancer blood test and slipped to $132.61 on 8 October 2026 as new trial data arrived. An FDA approval for adults 50 and older before a weekly close below $106.19 settles the case. INTR Inter & Co. Inc. Class A Low Inter & Co.'s record profits now come with an election-driven 32% four-day jump in its shares; Brazil's 25 October 2026 presidential runoff decides whether the rally holds, and third-quarter results test the earnings side. ITGR Integer Holdings Corporation Low Integer Holdings Corporation is close to completing its $127.00 cash sale to KKR after U.S. antitrust clearance on 30 September 2026, and the 21 October 2026 shareholder vote is the last major step; the fixed payout leaves the shares… KOD Kodiak Sciences Inc Low Kodiak Sciences' DAYBREAK win in wet AMD looks largely priced in, with the shares near the consensus target, deeply overbought and a launch still unfunded. The 9 October 2026 AAO data, the third-quarter funding plan and December's PEAK… MAN ManpowerGroup Low ManpowerGroup's staffing recovery is priced ahead of proof after a 43.3% three-month gain; the 15 October 2026 third-quarter report shows whether earnings reach the company's $0.96–$1.06 per-share guidance. MRNA Moderna, Inc. Low Moderna's shares price in a strong Phase 3 melanoma result for its Merck-partnered cancer vaccine intismeran autogene. The 24 October 2026 ESMO presentation of the INTerpath-001 effect size settles whether the 194% three-month advance… PSNL Personalis, Inc. Low Personalis trades as a fixed $16.25-per-share claim on Tempus AI's agreed takeover, leaving little room to beat the market; the 2 October 2026 US antitrust waiting-period expiry and any binding higher offer settle it. RPD Rapid7, Inc. Low Rapid7's turnaround rests on cost cuts lifting margins while its recurring revenue shrinks. The early-November Q3 report settles it: annualized recurring revenue needs to reach the roughly $812 million forecast and management needs to… SBS COMPANHIA DE SANEAMENTO B SICO DO ESTADO DE SAO PAULO-SABESP ADS'S Low Sabesp's shares now trade on Brazil's 25 October presidential runoff more than on its water business: the first-round rally lifted the ADS to $6.59, near the $6.736 average analyst target. The runoff and the November quarterly report… VECO Veeco Instruments Inc. Low Veeco Instruments closes above the value of the 0.3575 Axcelis shares it would convert into, so a China clearance would more likely pull it down; the ~4 November 2026 third-quarter report shows whether its order recovery holds that premium. XP XP Inc. Low XP Inc. shares have priced in a market-friendly Brazilian election, rising 84.5% in three months to a record $30.21 close on 8 October 2026. The 25 October 2026 runoff between Flávio Bolsonaro and President Lula settles whether that… DSGR Distribution Solutions Group, Inc. Low Distribution Solutions Group's shares trade at $34.94 against a $35.00 cash buyout by LKCM Headwater, so the remaining case is completion, not upside; the definitive proxy and the unaffiliated-holder vote settle it.