Notes

{"close":11.95,"return20_pct":3.8227628149435144,"sma20":11.679749999999999,"sma50":11.186799999999998,"atr14":0.38428571428571423,"adr14":0.14249999999999993,"low20":10.8,"high20":12.46,"volume20_median":6910.5,"zero20":0,"vol20_annual_pct":52.4001671953383} CalculatedSep7; historical descriptive research only, no executableedge. Supersedes preliminary results.json: persistent desired-position signals defer missing-print execution; final_results.json authoritative. Fees5bp+slippage10bp eachside, stress25bp. Eventinvalidprints are nevereligibletrades. Alpaca IEX /data/stock-bars TLX Nov14 2024–Sep4 2026; research/analyze_final.py; issuer dates observation7445

Threeclosed,zeroopen/pending;0/3wins. MIRM/IONSoperatorliquidations,RAREstop. RAREentry25.84,stop24,fill13.98976:realized-45.8601%,far beyond7.1207%plannedpricegap. No calibratedslippagebyordertype/sessionfromthisselectedtinyrecord. Account850.99,risk1%=8.5099,positioncap212.7475,fundcash49.14bindingnotionalcap. Noorderthisrun. query_trades fund=catalyst retrieved2026-09-07 ; supplied run equity/caps

FDAUCSFletterApr25 2025 names same18F-TLX101-CDx-203andGBM-RET-01 asTelixletter; firstpagesvisuallyverifiedSep7. Twoapplications are nottworeplicationstudies. IssuerApr14 2026 presentation citesJan2026Shorlineresearch100USphysicians,~70%readytoprescribeifapproved. Recruitment,nonresponse,payment,intendedvolumesunverified; intention is notpaidutilization or reimbursement and cannotsetrevenue/approvalodds. https://download.open.fda.gov/crl/CRL_NDA218353_20250425.pdf ; https://ir.telixpharma.com/static-files/02e8fc43-bbbd-4618-a556-b94976768b67

RetrievedSep7:452 dailybars Nov14 2024–Sep4 2026,69zero-volume; SPYpositive-volume datecrosscheck removes0rows, so zeros are missingTLXprints,notmarketclosures. Latest20zero0. Sep4close11.95; latesttrade19:59:53.212UTC,quote20:00:00.399UTC bid9.84/ask13.63,size100each; spread32.29655%ofmid. Closed/staleIEXquote not NBBO or futureexecutableoffer. Latest20 medianIEXvolume6910.5 notconsolidatedvolume. Rawfilesresearch/tlx_bars.json,spy_bars.json,tlx_snapshot.json. Alpaca /data/stock-bars?symbols=TLX&timeframe=1Day&start=2024-01-01T00:00:00Z&end=2026-09-07T00:00:00Z&adjustment=all&feed=iex ; /data/stock-snapshots?symbols=TLX&feed=iex

FDA correctedCRL signedApr10 2026 forTelixBLA761401 replacesAug27 2025letter because originalcontainedincorrectinformation; explicitly originalactiondateremainsAug27. August18 2025CMCamendment not reviewed forthataction. Extensiveproductqualityredactions preventsite/deficiencyresolutionaudit. Do notcountApr10 assecondindependentFDArejection or inferresolvedCMC. RetrievedSep7. https://download.open.fda.gov/crl/CRL_BLA761401_20260410.pdf

FDA CRL signedApr25 2025, retrievedSep7 2026, TelixNDA218592. Study18F-TLX101-CDx-203 consideredadequate/wellcontrolled but lower95%CI sensitivity58–73%,specificity36–51% across3readers; singlecenter and reference-standardbias. Fourconfirmatory studies insufficient; GBM-RET-01 higherdose,possibleunblinding,>10%missingreference outcomes; otherstudies interpretation/per-readerlimits. FDA requestedsecondadequate study OR robustconfirmatory evidence; not necessarily anewtrial. Productquality section redacted, so cannotclaim noCMCissues. Historicalletter, not conclusion onMarch2026newpackage. FDAorigin is independentregulator; exact publicpublicationtimeunverified, cannotbackdate thisknowledge to2025trades. https://download.open.fda.gov/crl/CRL_NDA218592_20250425.pdf

FY2024presentation datedFeb20 2025 confirms GozellixMarch24 andPixclaraApril26. July22 2025 issuer confirmsZircaixAugust27. Gozellix approval announcedMarch21 (Australia),beforeMarch24goal; exact firstUTCminute unverified. These three historicalevents selectedwithin availableUSADSpricehistory,not a complete independentFDAcohort. Announcements predate fixedT-5entry. Sponsor origins not independent replicated evidence. https://ir.telixpharma.com/static-files/9959d5f3-16cc-49fc-89eb-4a4af5b57049 ; https://telixpharma.com/news-views/telix-reports-204m-revenue-up-63-yoy/ ; https://ir.telixpharma.com/news-releases/news-release-details/fda-approves-new-prostate-cancer-imaging-agent-gozellixr

Issuer page datedSep2 2026, RSSSep1UTC. Completed350 enrollment in prospective openlabel prebiopsy prostate imagingstudy; NDApathway alignment conditional on results/approval. No exact topline date established here. Distinct from Pixclara glioma NDA. Recent stock movement cannot be uniquely attributed to Pixclara given this news. https://telixpharma.com/news-views/telix-completes-enrollment-in-phase-3-bipass-study-aligns-with-fda-on-nda-pathway/

Issuer Aug20 2026 for H1 endedJune30, USDmillions: revenue477,grossprofit260,operatingprofit46,otherincome40,netoperatingcash23,R&D124,cash716. FYrevenue950–970 and R&D230–270. Zircaix near-term resubmission remains pending; correctedCRLApril10 and extended resubmissiondeadline. ATM facility announced; sales conditional on prospectussupplement, not proof shares issued. ADS=1ordinaryshare. RetrievedSep7. https://www.sec.gov/Archives/edgar/data/2007191/000162828026058126/announcement.htm

Issuer Dec22 2025: Zircaix CMC substantive CRL basis; additional comparability data between ZIRCON clinical product and scaled commercial manufacturing discussed. This differs from Pixclara confirmatory efficacy issue. Shared issuer does not prove same failed manufacturing site. Source sponsor, not independent FDA assessment. https://telixpharma.com/news-views/precision-medicine-portfolio-update-illuccix-china-phase-3-study-tlx101-cdx-and-tlx250-cdx-fda-resubmissions/

Issuer March16 2026: resubmitted additional data/statistical analysis plus original dataset; company believes CRL addressed after TypeA consultation. No complete effect sizes, prespecified thresholds or FDA acceptance of efficacy conclusion in this notice; no numeric approval odds inferred. https://telixpharma.com/news-views/telix-resubmits-nda-to-u-s-fda-for-tlx101-px-pixclara-brain-cancer-imaging-candidate/

Issuer April10 2026, retrieved Sep7: resubmitted NDA accepted, PDUFA goal September11 2026, date only; Pixclara excluded from FY2026 revenue guidance. Deadline is not earliest announcement timestamp. Closest public sponsor notice, promotional interest; repeated SEC copy not independent corroboration. https://telixpharma.com/news-views/fda-accepts-nda-for-tlx101-px-pixclara/

A news scan found the headline is not available, but a retrieved notice from September 6 at 21:02 UTC says that the issuer of CHWY, Chewy Inc, will release its Q2 2026 report on September 9 before the market opens, with an 8 ET conference call. The exchange will be closed on September 7 for Labor Day, so the only regular trading session before the release is on September 8. The saved backtest, which is a test of a trading strategy using past data, called backtest38, was reused without being rerun. This backtest used 12 training sessions and 6 holdout sessions, with a 5 basis point fee and 5 basis point slippage on each side. The results of the backtest were a loss of 1.719988 percent on the holdout sessions, a maximum drawdown of 14.258614 percent, a win percentage of 50 percent, a win to loss ratio of 4.523391 percent to 4.828695 percent, and a 95 percent mean confidence interval of -4.527052 percent to 3.687206 percent. The mean return per 9-session exposure was -0.152652 percent according to Python, a programming language, and the raw quarter Kelly, a measure of the optimal fraction of a portfolio to allocate to a trading strategy, was -0.008436812117281, which was clipped to 0. The account risk is 8.5099, the fund size is 49.14, and the proposed trade size is 0. The CLI baseline, which is a measure of the performance of a trading strategy, with no costs and a full window, is not considered evidence of an event-driven trading opportunity. There is no current quote or one-session edge, which is a measure of the expected return of a trading strategy over a single session, inferred. https://investor.chewy.com/news-and-events/news/news-details/2026/Chewy-Announces-Fiscal-Second-Quarter-Financial-Results-Conference-Call/default.aspx ; https://www.nyse.com/trade/hours-calendars ; query_research fund=catalyst backtest38

A news scan found the headline 'Retrieved Sep 6 21:01-21:02 UTC'. This means that some information was retrieved on September 6 between 21:01 and 21:02 UTC, which is a time zone. The information showed that there were zero open or pending items, and three closed items: MIRM, which lost 0.439321%, IONS, which lost 2.842420% due to operator liquidations, which means the operator had to sell assets to free up cash, and RARE, which lost 45.860062% due to a stop, which is a order to sell when a certain price is reached. There were no wins out of three attempts, and the sample was small with exits that were not based on expected odds. The system had 20 monitors armed, but none were due to report through September 7 at 00 UTC. There were five active jobs, with the last exit at 0:9 and 17:30, and the next exit at 21:30 and 22 remaining, but the report was truncated at 2000 characters. A list of reports included 17 last updated at 02:30, with the next update at September 7 at 02:30, and 18 remaining, with 491 characters complete, but no links were found. Another list had 27 last updated at 21:01, with the next update at 05:01, and 87 remaining, with 1090 characters, including three RSS, which stands for Really Simple Syndication, a way to get updates, and SEC, which stands for Securities and Exchange Commission, a government agency. A third list had 30 last updated at 20:45, with the next update at 08:45, and 62 remaining, with 1189 characters, and a fourth list had 33 last updated at 21:01, with the next update at 01:01, and 20 remaining, with 1552 characters. New deliveries will be checked before being handed off, but the reason for the schedule shift is unknown. The static reminders do not have updated dates. The fund had $49.14 in cash per account, with a total of $850.99, based on the supplied context. query_trades fund=catalyst; list_monitors fund=catalyst; list_jobs fund=catalyst; query_research notes506/508/509; run context 2026-09-06T21:01:24.301Z

On September 6 at 19:43 UTC, a news scan found the confirmation from the issuer that CHWY will release results on September 9 before the market opens, with an 8:00 ET call, though the exact release minute is not specified. The New York Stock Exchange will be closed on September 7 for Labor Day. There is one regular trading session left before the release. The fund manager reused a previous backtest, number 38, which had 12 training sessions and 6 holdout sessions, with a 5 basis point fee and 5 basis points of slippage on each side. The holdout return was -1.719988%, the maximum drawdown was 14.258614%, the probability of a winning trade was 50%, the win rate was 4.523391%, and the loss rate was 4.828695%. The mean return was -0.152652%, with a 95% confidence interval of -4.527052% to 3.687206%. A Python recomputation of the raw quarter Kelly criterion was -0.0084368121, which was clipped to 0. The account risk was set at 1%, with 8.5099% of the fund at risk, and the total fund size was 49.14, with a position size of 0. No live price or validated late-entry rule was inferred. https://investor.chewy.com/news-and-events/news/news-details/2026/Chewy-Announces-Fiscal-Second-Quarter-Financial-Results-Conference-Call/default.aspx ; https://www.nyse.com/trade/hours-calendars ; query_research fund=catalyst backtest38

A news scan found the headline '19:40 ledger and saved collector freshness audit'. Retrieved on September 6 at 19:42 UTC, the audit shows three closed Catalyst trades, which include two operator liquidations and one stop, with zero open or pending trades. There are 20 armed own monitors, with zero due through September 7 at 00 UTC. Five active jobs, numbered 9, 17, 27, 30, and 33, were found, with the last exits being zero. Job 33 was last run at 16:45:34, with an output at 16:45:36, and the END survives, with three RSS and one SEC coverage, and the next run is scheduled for 20:45:34, with 21 runs. Earlier, at 16:32, a missing delivery uncertainty was resolved, but the exact reason for the schedule shift was not established. Job 9 was fresh at 17:30, but had a 2000 character truncated media discovery, with no exhaustive pipeline assurance. The last run times and next run times for the jobs are as follows: Job 30's last run was at 08:15, with the next run at 20:15, Job 27's last run was at 12:45, with the next run at 20:45, Job 9's next run is at 21:30, and Job 17's next run is on September 7 at 02:30. Static reminders remain static, with no fresh date verification. The cash balance is 49.14, with an account balance of 850.99 from context. list_jobs fund=catalyst; list_monitors fund=catalyst; query_trades fund=catalyst; query_research notes486/490; run context 2026-09-06T19:40:39Z

The primary issuer of CHWY, which was noticed on August 19, will release results on September 9 before the market opens at 8:00 ET. The exact timing of the first release is not confirmed. Due to the Labor Day holiday on September 7, there is only one regular trading session on September 8 before the release. A historical backtest from before, labeled as backtest 38, was reused without being rerun. This backtest had the following results: a total return of -1.719988%, a drawdown of 14.258614%, a win percentage of 4.523391%, and a loss percentage of 4.828695%, with an approximate roundtrip cost of 20 basis points. The arithmetic mean expectancy, calculated using Python, was -0.152652% per 9-session exposure. The raw quarter Kelly was -0.0084368121, which was clipped to 0. The exact values are slightly different from the prior calculation, which was rounded. The account risk is 1% and the deployable amount is 49.14, with a size of 0. There is no live quote or one-session edge inferred from this data. https://investor.chewy.com/news-and-events/news/news-details/2026/Chewy-Announces-Fiscal-Second-Quarter-Financial-Results-Conference-Call/default.aspx ; https://www.nyse.com/trade/hours-calendars ; query_research catalyst backtest38

On September 6 at 16:32 UTC, a review of the trading activity found that all three Catalyst trades were closed with no open or pending trades. There were two operator liquidations and one stop. The system had 20 monitors active and no issues were found that needed attention before the next review on September 7 at 00:00 UTC. There were five active jobs, numbered 9, 17, 27, 30, and 33, with the last exits recorded as 0. The output characters for these jobs were 2000, 491, 1090, 1189, and 1552, respectively. Jobs 30 and 33 had saved END markers. Job 33 was still set to run at 12:30:42 and 16:30:42, with 22 remaining, but its scheduled delivery at 16:30 was not verified. Job 9 had a truncated discovery. The next runs for the other jobs were scheduled for September 9 at 17:30, September 30 at 20:15, and September 27 at 20:45, with job 17 set to run on September 7 at 02:30. The fund's cash balance was $49.14, with an account balance of $850.99, based on the provided context. query_trades fund=catalyst; list_monitors fund=catalyst; list_jobs fund=catalyst; run context 2026-09-06T16:30:48Z

A news scan found the notice from the issuer on August 19, which says that the results for CHWY will be released on September 9 before the market opens, with an 8:00 ET conference call. The exact release minute is not specified. According to the NYSE 2026 calendar, September 7 is Labor Day, and the next regular trading session will be on September 8. There is only one regular trading session left before the CHWY release. A backtest was saved with the following results: a 38 holdout return of -1.719988%, a drawdown of 14.258614%, a profit percentage of 50%, a mean win of 4.523391%, and a mean loss of 4.828695%, with a mean trade of -0.152652%. The backtest was not rerun. The results were rounded by Python to a win of 4.523% and a loss of 4.829%, resulting in an expectancy of -0.153%. The unclipped quarter Kelly was -0.0084568, and the clipped quarter Kelly was 0. The prices on Friday were 23.67 for the stock and 21.965 for the low, with an average daily range of 0.88125. The theoretical risk-reward ratio for two average daily ranges is 1.033724, which is less than 1.5, but these are not live levels. The fund has 49.14 in cash, and the account balance is 850.99, which implies a 1% risk of 8.5099. The size is currently zero. https://investor.chewy.com/news-and-events/news/news-details/2026/Chewy-Announces-Fiscal-Second-Quarter-Financial-Results-Conference-Call/default.aspx ; https://www.nyse.com/trade/hours-calendars ; saved backtest38 and observation7142

There are no open or pending trades for Catalyst. Three trades were closed, with two being liquidated by the operator and one stopped. There are no new trade lessons pending. The system has 20 monitors, none of which are due for action now or before the next run on September 7 at 00UTC. There are five active jobs, numbered 9, 17, 27, 30, and 33. The output lengths for these jobs are 2000, 491, 1090, 1189, and 1552 characters, respectively, and all have an exit code of 0. Jobs 30 and 33 have END coverage markers and include checks, such as filing checks and reminders, as well as RSS and SEC checks. This resolves the uncertainty in the analysis of the first delivery. Job 9 is still incomplete, with only a partial discovery. The primary coverage is not exhaustive, but no new jobs are needed before the next run. list_jobs fund=catalyst; list_monitors fund=catalyst; query_trades fund=catalyst; retrieved 2026-09-06T13:51Z

On September 4, the closing price of CHWY on the IEX exchange was 23.67. The Simple Moving Average, a way to smooth out price changes, for 20 and 50 days was 23.35 and 22.25 respectively. The Average Daily Range, a measure of price volatility, for 20 days was 20.88 and 125, with a low of 21.965. Based on this, two targets were derived with a risk-reward ratio of 1.0337243, which is less than 1.5. The reference price for 2 shares was 47.34. Historically, holding for 10 days resulted in a win percentage of 4.523%, a loss percentage of 4.829%, and a return of -1.719988%. The Kelly criterion, a way to determine the optimal bet size, was clipped to zero for the quarter. This analysis reused existing data and did not include fresh market quotes or tests. As a result, no orders were placed. https://runway.adityaperswal.workers.dev/data/stock-bars ; saved analyses50,64,172 queried Sep6

A review of calendar rows 143 to 145, retrieved on September 6, shows that on September 8 at 10 ET, two Quarterly Financial Reports were released: one for Manufacturing, Mining, Wholesale, and Selected Services, and another for Retail Trade. On September 9 at 10 ET, the Quarterly Services Survey was released. This corrects the previous statement from September 7, 2014, that said there was no verified September 8 Census release, which was made before a full inspection of the data. The verified September 8 Census releases are now included in the final calendar and data collection, along with the Quarterly Services Survey from September 9. Both of these releases contain lagged data from the second quarter, and there is no claim that they provide any high-frequency surprise or edge, which refers to the potential to make investment decisions based on new and unexpected information. https://www.census.gov/economic-indicators/calendar-listview.html?sec_ak_reference=18.52333b8.1542589455.5b7ef1e9

A news scan found the schedule for the Quarterly Services Survey, which will be released on September 9 at 10:00 ET, or 14:00 UTC. This is according to the official series-specific schedule and indexed calendar, which was retrieved on September 6. The advance report for Q2 2026 is scheduled for August 20. The schedule is confirmed by the United States Census Bureau website. This release supersedes the incomplete Census coverage observation 7035. The Wholesale report for July, scheduled for September 10 at 10:00 ET, is not relevant to the first two sessions. There is no verified Census release on September 8. Therefore, on September 9, there will be both the BLS compensation and Census services reports at 10:00 ET, but some calendars do not include these reports, considering them not noteworthy. https://www.census.gov/services/release_schedule.html