Notes

A news scan found the headline about a Python script run on September 9. The script showed the following stock price changes: SNOW decreased by 5.39236448%, DELL increased by 7.93994131%, and GTLB decreased by 5.13049905%. The script also reported that one third of the trades were profitable, with an average win of 7.939941% and an average loss of 5.261432%. The mean return was -0.860974%. The quantity-weighted profit and loss was -1.0460529 USD. The quarter Kelly criterion was calculated. The script used a numpy seed of 9091230 and generated 20,000 independent and identically distributed trade paths with full hypothetical reinvestment at 187.22 USD. The results showed the following profit and loss percentiles: 2.5% was -93.6693%, 50% was -30.0138%, and 97.5% was 79.1735. The loss was 81.26%. This is a non-predictive illustration from a small and biased sample, and it is not a position recommendation. query_trades fund=quant IDs9,7,1

A news scan found the headline 'TYRA QTR9091230 Frozen September 8 consolidated provider daily baseline'. Retrieved on September 9 at 12:35 UTC, the data shows the following prices for TYRA: open at 27.95, high at 29.49, low at 26.7, and close at 26.73, with a volume of 1,158,789 and 20,114 trades, and a volume-weighted average price of 27.795111. For IRD, the prices are: open at 4.532, high at 4.6226, low at 4.305, and close at 4.34, with a volume of 2,265,833 and 21,774 trades, and a volume-weighted average price of 4.402326. For INBX, the prices are: open at 117.22, high at 120.1825, low at 94.0001, and close at 114.34, with a volume of 1,674,071 and 29,332 trades, and a volume-weighted average price of 108.036709. This data is from provider aggregates and has not been independently verified through official auction verification. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=TYRA,IRD,INBX&timeframe=1Day&feed=sip&adjustment=raw

A news scan found the headline related to HTML News Release Feed ID 202609090700 PR_NEWS_USPR_____LA42613, which is consistent with a 07ET or 11UTC release time, and was first seen by a collector at 11:00:32. The visible body date is the only confirmed information. It is not possible to certify the exact first public minute from the feed ID alone. https://tyrabio.investorroom.com/2026-09-09-Tyra-Biosciences-Reports-Initial-Phase-2-SURF302-Results-Supporting-the-First-Potential-Oral-Innovation-in-LG-IR-NMIBC-with-Dabogratinib

As of June 30, the company had 88.812 million in cash, 92.968 million in assets, and 105.954 million in liabilities, including 34.932 million in debt and 62.145 million in warrant liability, which is a type of liability that comes from warrants, or special rights to buy stock. The company had an operating loss of 16.480 million and a net loss of 8.098 million in the second quarter, which includes 7.174 million in fair value income, meaning the value of an asset increased. The company had 0.755 million in revenue in the second quarter. The runway, or amount of time the company has before it runs out of money, for 2029 explicitly includes potential future funding from an Oberland note, but excludes potential warrants or milestones, which are payments made when certain goals are met. A headline from September about current cash does not mean the company has guaranteed financing. Not all of the 105.954 million in liabilities are due immediately. https://ir.opusgtx.com/press-releases/detail/540/opus-genetics-announces-financial-results-for-second-quarter-2026-and-provides-corporate-update

A news scan found the headline 'IRD QTR9091230 Patient-specific microperimetry changes'. On September 9, a study showed the following results for patients: the youngest patient, 20 years old, with Best Visual Acuity (a measure of eyesight, also known as BVMD) of 101-106, had an improvement of 3.125 decibels in the treated zone and 0.5 decibels in the fellow eye, with 7 locations showing significant improvement. Another patient, 22 years old, with BVMD of 102-102, had an improvement of 3.5 decibels in the treated zone and 0.5 decibels in the fellow eye, with 6 locations showing significant improvement. A 26-year-old patient with Age-related Maculopathy (a condition affecting the eyes, abbreviated as ARB) and BVMD of 101-104 had an improvement of 3.3 decibels in the treated zone and 2.3 decibels in the fellow eye, with 13 locations showing significant improvement, and a reduction in fluid from 19.06 to 7.55 microliters at 6 months. The study notes that these results are not from a controlled, blinded experiment, so the effect of the treatment cannot be confirmed. Additionally, market research found that 8,400 people in the United States have a genetically confirmed diagnosis, which is different from the total number of symptomatic people, estimated to be 23,600 in the US, and 45,400 globally, although the global number only covers certain regions. https://d1io3yog0oux5.cloudfront.net/_2f637757c76afd53c5f9cfd976bdd13e/opus/db/601/7992/pdf/BEST1+Cohort+1+Data+Presentation+-+Final+-+9.09.26.pdf

A news scan found the headline about an IRD report. The report, dated September 9, was reviewed in full. Pages 20, 22, and 26 of the report explicitly state that microperimetry loci were not prespecified for all three highlighted responders. Page 4 of the report says that 75 percent of participants met the FDA-aligned threshold with prespecified loci, but the details of the cohort qualify the interpretation of this result, and the requirement for a future trial has not been proven through a prospective cohort test. Page 9 of the report lists the primary safety and dose results, as well as the secondary efficacy results. Page 16 of the report explains that patient 101-101 was excluded from microperimetry due to low vision, but this was not due to nonresponse. Page 15 of the report notes that participant 102-101 had a decline in best-corrected visual acuity of 0.2 logMAR, but also had an improvement in contrast, and was excluded from the N4 curve. Pages 12 and 14 of the report use different thresholds, with page 12 using more than 5 letters and page 14 using greater than or equal to 5 letters at baseline and more than 5 letters in the fellow eye, which remains an inconsistency in the exact threshold used. https://d1io3yog0oux5.cloudfront.net/_2f637757c76afd53c5f9cfd976bdd13e/opus/db/601/7992/pdf/BEST1+Cohort+1+Data+Presentation+-+Final+-+9.09.26.pdf

A news scan found the headline 'INBX QTR9091230 Stale IEX quote and feed-specific close'. This is a data line showing a stale quote for INBX. On September 9, at 12:32, the latest quote from September 8 at 20:00:01.878Z was 94.6 for the bid and 134.6 for the ask, with sizes of 100 each and a 40 USD spread. The last trade was on September 8 at 19:59:28 for 114.54. The IEX daily close was 114.54, which differs from the previous SIP close of 114.34, indicating different feeds, not an inferred revision. A SIP snapshot showed 403. https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=TYRA,IRD,INBX&feed=iex

A news scan found the headline 'TYRA QTR9091230 Stale one-sided quote disqualifies executable inference'. From September 9 at 12:32, the latest quote from September 8 at 20:00:02 showed a bid of 23.31 with a size of 100 and an ask of 0 with a size of 0. The last trade on the IEX exchange was on September 8 at 19:59:40 at a price of 26.73. The daily high, low, open, and close prices were 28.08, 26.73, 29.49, and 26.73 respectively, with a volume of 86,142. There was no fresh two-sided quote, which refers to a quote with both a buy and sell price, and the SIP, or Securities Information Processor, which is a system that processes trade data, showed a code of 403. As a result, it is not possible to label the last trade as a post-news reaction. https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=TYRA,IRD,INBX&feed=iex

A news scan found the headline: IRD QTR9091230 Premarket IEX quote and stale trade. Retrieved on September 9 at 12:32 UTC, the quote at 12:29:19.293572168Z showed a bid of 4.77 and an ask of 5.08, with 100 shares for each, a mid price of 4.925, and a spread of 0.31. The last trade on September 8 at 19:59:56 was 4.34 and is considered stale. The IEX daily high, low, open, and close on September 8 were 4.53, 4.59, 4.305, and 4.34, with a volume of 157818. This is not a consolidated baseline and includes a SIP snapshot with 403 entitlement. https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=TYRA,IRD,INBX&feed=iex

A news scan found the notes of a trading fund manager. The notes said that TYRA was absent at 10:30:27.801Z and present at 11:00:32.338Z. IRD was absent at 10:30:27.634Z and present at 11:00:31.628Z. The listing was partial, meaning the interval is detection not guaranteed at first publication. An IRD issuer, which is a company that issues debt, confirmed this at 11 UTC, but TYRA's exact public minute is still pending metadata. At 12:01, the output showed both were present, but TYRA was omitted, and IRD was listed as number 2, which demonstrates limited listing coverage. https://tyrabio.investorroom.com/2026-09-09-Tyra-Biosciences-Reports-Initial-Phase-2-SURF302-Results-Supporting-the-First-Potential-Oral-Innovation-in-LG-IR-NMIBC-with-Dabogratinib ; https://ir.opusgtx.com/press-releases/detail/543/opus-genetics-announces-positive-low-dose-cohort-1-data-from-phase-12-clinical-trial-of-opgx-best1-and-successful-fda-type-c-meeting-with-potential-phase-3-dosing-in-2027

From September 9 at 12:32 UTC, two HTTP requests were successful, with 1,465,627 out of 2,342,296 bytes and SHA values of 4b465a1d2d8b78ada0ee20f6e6d0399cd93628dc7fdd27b72afdccbcea38d425 and d68a840041399e3e7557665760b1c203d3061d1c82754b25f00851e7971ff3fd, which were unchanged since the 11:45 scheduled check on note 131, which was 1,488. A run that was planned for 12:15 actually happened at 12:45 due to the context, which caused a delay in the schedule, known as cadence drift, and a direct check before the market opened closed the current gap. There is no proof that there were no other disclosures. https://inhibrx.com/hexagon-slides/ ; https://inhibrx.com/investor-deck/

On September 9, the sponsor of IRD QTR9091230 stated that the August Type C results showed a potential randomized pivotal endpoint of greater than or equal to 3 decibels in greater than or equal to 5 prespecified locations, plus a positive outcome, but the exact definition of this outcome is still unclear and will be clarified when the full protocol and FDA minutes are released. The sponsor expects to receive manufacturing requirements in early 2027 and plans to start Phase 3 dosing in 2027, although this is not the same as FDA approval. A higher dose cohort of 4.5e9 in cohort 2 was overenrolled by 8, with dosing scheduled for the fourth quarter of 2026, and 3-month data is expected in the second quarter of 2027. The sponsor claims to have enough cash to last until 2029 and estimates that there are approximately 23,600 symptomatic cases in the US, including 13,000 diagnosed and 10,600 undiagnosed, and 45,400 globally, based on a survey of more than 150 clinicians, but this is not a paid patient census. https://ir.opusgtx.com/press-releases/detail/543/opus-genetics-announces-positive-low-dose-cohort-1-data-from-phase-12-clinical-trial-of-opgx-best1-and-successful-fda-type-c-meeting-with-potential-phase-3-dosing-in-2027

On September 9, at 7:00 EDT, which is 11 UTC, a clinical trial was reported. The trial used a low dose of 1.5e9vg per eye in 5 patients. The patients were followed up for different periods, with 3 patients having a 3-month follow-up for BVMD and 2 patients having a 6-month follow-up for ARB. The results showed improvement in visual function in 5 out of 5 patients, with specific improvements in BCVA in 3 out of 5 patients, LLVA in 2 out of 5 patients, contrast in 2 out of 5 patients, and microperimetry in 3 out of 4 evaluable patients. Structural improvements were seen in 4 out of 5 patients, with BVMD improvements in 2 out of 3 patients and ARB improvements in 2 out of 2 patients. However, the composite measure of any improvement was not the same for all endpoints. There were no serious adverse events, dose-limiting toxicity, or intraocular inflammation, and related adverse events were mild or moderate. The trial was a small, open-label, uncontrolled cohort study. https://ir.opusgtx.com/press-releases/detail/543/opus-genetics-announces-positive-low-dose-cohort-1-data-from-phase-12-clinical-trial-of-opgx-best1-and-successful-fda-type-c-meeting-with-potential-phase-3-dosing-in-2027

The issuer of TYRA QTR9091230 reported unaudited second quarter results as of June 30. The company had cash of $73.835 million and securities worth $280.109 million, totaling $353.944 million, and liabilities of $29.698 million. The company had a net loss of $45.558 million in the second quarter and a total loss of $84.863 million in the first half of the year. Research and development expenses were $39.197 million and general and administrative expenses were $9.806 million in the second quarter. The company's management believes they have enough funds to last until the second half of 2028. On August 4, the company announced an additional $250 million in at-the-money, or ATM, capacity, which is a type of funding arrangement, but this does not mean they have raised $250 million in cash. A registration design for September 9 is still subject to feedback from authorities. https://tyrabio.investorroom.com/2026-08-04-Tyra-Biosciences-Reports-Second-Quarter-2026-Financial-Results-and-Recent-Highlights

A news scan found the headline 'TYRA QTR9091230 Registry primary endpoint and update timing'. Retrieved on September 9 at 12:32 UTC, the estimated enrollment is 90, with 60/50mg randomized parallel dose cohorts, and it is an open label study. The primary endpoint is complete response at 3 months. Best overall response and single marker overall response rate are not listed as the primary endpoint. The last submission was on September 8 and the last post was on September 9. The current registry is not a historical version proof of prespecification. The primary completion is estimated to be in February 2028 and the completion is estimated to be in September 2028. https://clinicaltrials.gov/api/v2/studies/NCT06995677

The issuer reported on September 9 that in a study, patients received a grade 3 TEAE, which is a serious side effect, with 3 patients experiencing this at 60mg on February 22 and 2 patients at 50mg on February 22. There were also related grade 3 side effects in 2 out of 44 patients, both of whom were taking 50mg, but no grade 4 or 5 side effects were seen at 60mg, and there were no dose reductions or discontinuations due to side effects. Five out of five patients who had a complete response, which means their disease was no longer detectable, after three months, were still in complete response after six months, with the first participant still in complete response after 12 months and still on the drug after 14 months. In the SURF303 study, the first patient had a complete response after three months, with an N1 classification, which refers to the presence of cancer in nearby lymph nodes. The exposure threshold of 2500 ng.hr/mL was used to measure the effectiveness of the treatment, and the overall response rate was 12 out of 14 patients above this threshold, compared to 7 out of 12 patients below it, although this comparison is exploratory and not randomized. https://tyrabio.investorroom.com/2026-09-09-Tyra-Biosciences-Reports-Initial-Phase-2-SURF302-Results-Supporting-the-First-Potential-Oral-Innovation-in-LG-IR-NMIBC-with-Dabogratinib

The primary sponsor of the issuer reported on September 9 that there were 44 safety participants, with 22 participants each taking 50mg and 60mg. After at least 3 months of assessment, 26 participants were evaluated for efficacy, with 14 taking 60mg and 12 taking 50mg. The overall response rate, or ORR, for the 60mg group after 3 months was 11 out of 14, with 8 out of 14 having a complete response, or CR. The best CR was 9 out of 14. For the 50mg group, the ORR was 8 out of 12, with 4 out of 12 having a CR. A subgroup of 8 participants taking 60mg with a single marker had an ORR of 8 out of 8, with 5 out of 8 having a CR after 3 months, and 6 out of 8 having the best CR. For all doses with a single marker, which is a term that refers to a specific indicator used to measure the effectiveness of a treatment, 16 participants were evaluated, with an ORR of 15 out of 16, 8 out of 16 having a CR after 3 months, and 9 out of 16 having the best CR. The evaluation was restricted to certain participants, and the remaining 18 participants were not automatically considered failures, with ITT meaning intent to treat, which is a method of analyzing data where all participants are included, regardless of whether they completed the treatment or not. https://tyrabio.investorroom.com/2026-09-09-Tyra-Biosciences-Reports-Initial-Phase-2-SURF302-Results-Supporting-the-First-Potential-Oral-Innovation-in-LG-IR-NMIBC-with-Dabogratinib

A news scan found the headline 'INBX QIR90908 scheduled full-document collector output verified'. The output of Job 131, which ran from 08:15:52 to 08:15:53 UTC, was verified. The job checked two PDF files, which were accessible via HTTP with a status code of 200, and had sizes of 1465627 and 2342296 bytes. The full SHA, a type of digital fingerprint, remained unchanged from the previous value of 18000. The job completed successfully with an exit code of 0, and there are 4 runs remaining, scheduled for 09:15:44 UTC, 10:15, 11:15, and 12:15 UTC. Before the next review at 12:30, Job 130 was cancelled before it started to fix an issue with the final hour of coverage, and 119 jobs were completed. This is not just a manual test and does not prove that there are no other disclosures, it only provides full file metadata. https://inhibrx.com/hexagon-slides/ ; https://inhibrx.com/investor-deck/

A news scan found the headline with a correlation matrix row for SPY QIR90908 holdout intraday, which is a measure of how much the prices of different investments move together. The correlation matrix shows the following correlations between SPY and other investments: EEM had a correlation of 0.80707026889077, EFA had a correlation of 0.8886309843913768, EWJ had a correlation of 0.8570305316679863, EWZ had a correlation of 0.48626422513592255, FXI had a correlation of 0.5522398887321774, IWM had a correlation of 0.8203138728700963, and QQQ had a correlation of 0.9444695452395157, while SPY had a correlation of 1 with itself. This data is based on 2021-2025 completed open-to-close log returns, over 1255 sessions, and notes that correlated fixed ETF controls are not independent replications. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=SPY,QQQ,IWM,EEM,EFA,EWJ,EWZ,FXI&timeframe=1Day&feed=sip&adjustment=all

A news scan found the headline is not available, but a data line shows the correlation matrix for QQQ, which is a type of investment fund, with other funds. The correlations are as follows: EEM, a fund that tracks emerging markets, has a correlation of 0.7972908337763751, EFA, a fund that tracks developed markets outside the US, has a correlation of 0.8120333906807514, EWJ, a fund that tracks Japan's market, has a correlation of 0.7957699481918341, EWZ, a fund that tracks Brazil's market, has a correlation of 0.4209548629947951, FXI, a fund that tracks China's market, has a correlation of 0.5630057986174352, IWM, a fund that tracks small US companies, has a correlation of 0.7511344360408614, and SPY, a fund that tracks the US market, has a correlation of 0.9444695452395157. The correlation of QQQ with itself is 1. These correlations are based on 1255 sessions of open-to-close log returns from 2021 to 2025. The note also mentions that correlated fixed ETF controls are not independent replications, meaning that the funds are related to each other in some way and do not replicate each other's performance independently. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=SPY,QQQ,IWM,EEM,EFA,EWJ,EWZ,FXI&timeframe=1Day&feed=sip&adjustment=all

A news scan found the following data: the correlation matrix row for IWM QIR90908 holdout intraday shows the following correlations from 2021 to 2025, based on 1255 sessions of open-to-close log returns. The correlations are: EEM at 0.750832185563572, EFA at 0.794039690466672, EWJ at 0.7566726876488995, EWZ at 0.5004466708997726, FXI at 0.5353696793566676, IWM at 1, QQQ at 0.7511344360408614, and SPY at 0.8203138728700963. This means that these exchange-traded funds, or ETFs, which are a type of investment fund that trades on a stock exchange, are correlated, or move together, to varying degrees. The note also mentions that correlated fixed ETF controls are not independent replications, meaning that these ETFs do not move independently of each other. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=SPY,QQQ,IWM,EEM,EFA,EWJ,EWZ,FXI&timeframe=1Day&feed=sip&adjustment=all

A news scan found the headline is not available, but a data line shows the correlation matrix row for FXI, which is a type of investment fund, with other funds. The correlation, or how closely they move together, is as follows: EEM, a fund that tracks emerging markets, has a correlation of 0.8513348625216164, EFA, a fund that tracks developed markets outside the US, has a correlation of 0.6205529444601218, EWJ, a fund that tracks Japan, has a correlation of 0.5579227263168196, EWZ, a fund that tracks Brazil, has a correlation of 0.43003919374913124, FXI, the fund being analyzed, has a correlation of 1, meaning it is being compared to itself, IWM, a fund that tracks small US companies, has a correlation of 0.5353696793566676, QQQ, a fund that tracks large US technology companies, has a correlation of 0.5630057986174352, and SPY, a fund that tracks the US stock market, has a correlation of 0.5522398887321774. This data is based on 1255 sessions from 2021 to 2025 and shows the returns from the open to close of trading. The data also notes that the correlated fixed ETF controls are not independent replications, meaning they are related to each other in some way. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=SPY,QQQ,IWM,EEM,EFA,EWJ,EWZ,FXI&timeframe=1Day&feed=sip&adjustment=all

A news scan found the headline is not available, but a data line shows the correlation matrix for EWZ, which is a type of investment fund, with other funds from 2021 to 2025. The correlations are as follows: EEM had a correlation of 0.6218587180049409, EFA had a correlation of 0.5567770656041275, EWJ had a correlation of 0.5103302974881058, EWZ had a correlation of 1, FXI had a correlation of 0.43003919374913124, IWM had a correlation of 0.5004466708997726, QQQ had a correlation of 0.4209548629947951, and SPY had a correlation of 0.48626422513592255, based on 1255 sessions of open-to-close log returns from 2021 to 2025. These correlated fixed ETF controls are not independent replications. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=SPY,QQQ,IWM,EEM,EFA,EWJ,EWZ,FXI&timeframe=1Day&feed=sip&adjustment=all

A news scan found the headline for a correlation matrix row for EWJ, which is a type of investment fund, showing its relationship with other funds from 2021 to 2025. The correlation matrix is as follows: the fund EEM has a correlation of 0.8095701267401675, EFA has a correlation of 0.9238731139898, EWJ has a correlation of 1, EWZ has a correlation of 0.5103302974881058, FXI has a correlation of 0.5579227263168196, IWM has a correlation of 0.7566726876488995, QQQ has a correlation of 0.7957699481918341, and SPY has a correlation of 0.8570305316679863, based on 1255 sessions of open-to-close log returns from 2021 to 2025. This means that these funds, which are a type of exchange-traded fund or ETF, are correlated and not independent replications, meaning their performances are related. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=SPY,QQQ,IWM,EEM,EFA,EWJ,EWZ,FXI&timeframe=1Day&feed=sip&adjustment=all

A news scan found the following data: the EFA QIR90908 holdout intraday correlation matrix row is a table of numbers that shows how closely different investments are connected. The numbers are: EEM 0.8562529593405225, EFA 1, EWJ 0.9238731139898, EWZ 0.5567770656041275, FXI 0.6205529444601218, IWM 0.794039690466672, QQQ 0.8120333906807514, SPY 0.8886309843913768. This data is based on 2021 to 2025 completed open-to-close log returns, over 1255 sessions. It notes that correlated fixed ETF controls are not independent replications. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=SPY,QQQ,IWM,EEM,EFA,EWJ,EWZ,FXI&timeframe=1Day&feed=sip&adjustment=all