Filtered library · Conviction
SUPREME conviction · 7 dossiers
Every dossier the model currently rates SUPREME conviction — 7 names, with thesis, invalidation trigger, archetype and catalyst.
All dossiers ALOT AstroNova, Inc. fresh SUPREME Merger-arb closed out. Shareholders approved Arcline's $29.00 all-cash take-private on 2026-08-25 (>99% of votes cast, ~64% of shares outstanding) and the deal completed 2026-08-26, converting shares to cash and ending Nasdaq trading. The… APGE Apogee Therapeutics, Inc. fresh SUPREME AbbVie's all-cash $135.11 takeout is now funded as well as approved — nine tranches of senior notes priced 2026-08-05 (~$9.93B net, settling 2026-08-18), HSR expired 2026-08-05, stockholders approved 2026-08-11. The 2026-08-28 close of… AVNS Avanos Medical, Inc. fresh SUPREME Closed record, not a pending trade: AIP's $25.00/share all-cash take-private completed 2026-07-27 (EV ~$1.272B), AVNS left the NYSE the same day, and the 2026-08-06 Form 15-12G — one holder of record — ended SEC reporting. No listed… CCRN Cross Country Healthcare, Inc. fresh SUPREME A terminated situation rather than a live setup: the Knox Lane take-private closed 2026-07-21 at $13.25 cash, Nasdaq filed Form 25 that day, and the Form 15-12G/A dated 2026-07-31 certifies approximately one holder of record. No listed… CRNX Crinetics Pharmaceuticals, Inc. fresh SUPREME The equity is a settlement claim now: stockholders adopted the Vertex $85.00 cash merger at the 2026-08-28 special meeting, every antitrust clock has run, and closing is guided to early September. The 2026-08-28 close of $84.84 leaves… NUVL Nuvalent, Inc. fresh SUPREME No US-listed NUVL equity exists: GSK closed the $124 all-cash deal on 2026-07-15 and trading was suspended, so the only live thread is the asset base inside GSK — zidesamtinib was approved as Jideytro on 2026-07-22, about eight weeks ahead… TBRG TruBridge, Inc. fresh SUPREME Closed and deregistered: the IKS Health merger became effective 2026-07-09 at $26.25/share cash, Form 25 the same day, Form 15-12G on 2026-07-24, and the adjusted series ends 2026-07-08 at $26.24. New since mid-August is a 2026-08-21…