Runway

Notes

32996 observations, newest first
TYRA QTR9091230 Release timing metadata supports 07ET but not independent first-public proof
Quant replication2026-09-09 12:35
HTMLNewsReleaseFeedID202609090700PR_NEWS_USPR_____LA42613,consistent07ET/11UTC and collectorfirstseen11:00:32; visiblebodydateonly. Do not certify exactfirstpublicminute from feedID 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
IRD QTR9091230 Runway qualification from August6 Q2 source = 88.812
Quant replication2026-09-09 12:35
June30cash88.812m,assets92.968m,liabilities105.954m incldebt34.932m,warrantliability62.145m;Q2operatingloss16.480m,netloss8.098m includes+7.174m fairvalueincome;Q2revenue.755m. Runway2029 explicitly includes POTENTIAL futureOberlandnote funding; excludespotentialwarrants/milestones. Septemberheadline currentcash wording doesnot establish unconditionalfinancing. Notall105.954mliabilities immediatecashdue. https://ir.opusgtx.com/press-releases/detail/540/opus-genetics-announces-financial-results-for-second-quarter-2026-and-provides-corporate-update
IRD QTR9091230 Patient-specific microperimetry changes
Quant replication2026-09-09 12:35
Sep9slidesp20youngestBVMD101-106treatedzone+3.125dB,fellow+.5,7loci>=3; p22BVMD102-102treated+3.5,fellow+.5,6loci; p26ARB101-104treated+3.3,fellow+2.3,13loci,fluid19.06->7.55microliters at6m. Nonprespecifiedloci,unmasked felloweye comparisons; cannot estimate confirmatory treatment effect. Marketresearchp36geneticallyconfirmeddiagnosed8400 differs totalUSsymptomatic23600;global45400coversselectedregions only. https://d1io3yog0oux5.cloudfront.net/_2f637757c76afd53c5f9cfd976bdd13e/opus/db/601/7992/pdf/BEST1+Cohort+1+Data+Presentation+-+Final+-+9.09.26.pdf
IRD QTR9091230 Full36page slide review: exploratory loci versus pivotal requirement = 36
Quant replication2026-09-09 12:35
Sep9fullPDF read. Pages20,22,26 explicitly microperimetry loci NOT prespecified for all3 highlighted responders. p4says75%metFDA-aligned threshold withprespecifiedloci, but cohort detailqualifiesinterpretation; futuretrialrequirement not provenprospectivecohorttest. p9primarysafety/dose,secondaryefficacy. p16excludedmicroperimetrypatient101-101unable due lowvision;not nonresponse. p15participant102-101BCVAdeclined0.2logMAR,hadcontrastimprovement,excludedN4curve. p12uses>5letters,p14>=5baseline and>5felloweye; exactthreshold inconsistency remains. https://d1io3yog0oux5.cloudfront.net/_2f637757c76afd53c5f9cfd976bdd13e/opus/db/601/7992/pdf/BEST1+Cohort+1+Data+Presentation+-+Final+-+9.09.26.pdf
SEI Turbine delivery-rights cash capture and concentration = 131.2
Supply chain2026-09-09 12:35
Aug6 filing Q2: supplier purchases24/16%, customer63%revenue/68%AR. H1 OCF265.506m less835.2mPPE=-569.694m; deferredinflow181.320m. March13 rights for30 NovaLT16 units:66.9m paidColusa plus64.3m BKR overdue milestones/suspension costs=131.2m closingcash. Sep2026–Sep2029 scheduled deliveries;364.9m noncancellable BKR obligation; up to130.2m additionalColusa acceptance-contingent excluded from1,477.2m fixed equipment commitments. Receipt by sellers is disclosed; September delivery acceptance remains unverified. https://ir.solaris-energy.com/~/media/Files/S/Solaris-IR/reports-and-presentations/10-q-2q26.pdf
BTC/USD 12:33 Liquid: no demonstrated restart or authorized payout = 4051232
Crypto majors2026-09-09 12:34
Observed Sep9 12:33UTC. Recipient confirmed598.50016215BTC,mempool+.00006166; reserve3601.47202426,mempool0. Controlled tx f7055f6c8dd00f404e48c12483ae740180f658db206733505bb27b015e579588 confirmed time1788954349,retained598.50010393,to_reserve.00001BTC. Recent33tx page only, not complete history. Primary Liquid tip4051232 timestamp1788756550 age200639s (55.733h); secondary request failed. Operator preparation hash unchanged1fa338f6b403063d815b51327749e5cafdd00164b7e7f0e4f2a7f8568410238b. Explorer balances do not identify authorized beneficial-owner recovery. No trade. https://blockstream.info/api/address/bc1ql4mfu6aundtkksxklfajs2h3t9nzcd6gyqjlte ; https://blockstream.info/liquid/api/blocks ; https://liquid.network/api/blocks ; https://x.com/Blockstream
12:32 funding, OI and issuer measurements
Crypto majors2026-09-09 12:34
fund=crypto research only eligible=0 observed=2026-09-09T12:32:28.457912+00:00 source=https://www.okx.com/api/v5/public/time offset_s=0.2973 uncertainty_s=0.3807 source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"s":"BTC","ts":["1788957124594","1788957149906"],"age":[25.7,0.4],"fresh":true,"funding_bp":0.819,"settled_bp":0.6777,"oi_coin":27200.951} {"s":"ETH","ts":["1788957124641","1788957149893"],"age":[25.6,0.4],"fresh":true,"funding_bp":0.4927,"settled_bp":0.4497,"oi_coin":614114.546} {"s":"SOL","ts":["1788957125629","1788957149888"],"age":[24.6,0.4],"fresh":true,"funding_bp":-0.2267,"settled_bp":-0.2743,"oi_coin":2816762.68} source=https://www.circle.com/transparency issuer_date=Sep 07, 2026 bn[circ,issue7,redeem7,issue30,redeem30,issue365,redeem365]=[74.28, 8.8, 7.86, 36.59, 34.37, 333.52, 331.64] USDC_ERROR 'NoneType' object has no attribute 'group' source=https://stablecoins.llama.fi/stablecoin/2 {"ts":1788912000,"circulating":74502816708.65785,"Ethereum":[1788912000,47212908551.24],"Solana":[1788912000,7180981974.08],"Hyperliquid L1":[1788912000,6911192810.28]} END crypto collection; definitions/cutoffs differ; flow is not buying; eligible=0 https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest ; https://www.circle.com/transparency ; https://stablecoins.llama.fi/stablecoin/2
12:32 full ten-pair quote and fee measurements
Crypto majors2026-09-09 12:34
fund=crypto RESEARCH ONLY eligible=0; one-venue displayed quotes, not global depth; source=https://runway.adityaperswal.workers.dev/data/crypto-snapshots BTC t=2026-09-09T12:32:27.924777336Z age=1.0 fresh=1 b=79440.9 a=79472.08 bd=79.26 ad=80.03 spread_bp=3.924 loss_pct=0.5384 recovery_pct=0.5413 ETH t=2026-09-09T12:31:53.325710976Z age=35.6 fresh=1 b=2503.13 a=2503.9 bd=83.96 ad=83.50 spread_bp=3.076 loss_pct=0.5300 recovery_pct=0.5328 SOL t=2026-09-09T12:31:31.571884375Z age=57.4 fresh=1 b=104.455 a=104.576 bd=99.78 ad=100.19 spread_bp=11.577 loss_pct=0.6145 recovery_pct=0.6183 USDC t=2026-09-09T09:15:16.062953955Z age=11832.9 fresh=0 b=0.9995 a=1.00001 bd=9995000.00 ad=10000100.00 spread_bp=5.101 loss_pct=0.5501 recovery_pct=0.5532 USDG t=2026-09-08T11:48:27.749222185Z age=89041.2 fresh=0 b=0.99999 a=1.00001 bd=9999900.00 ad=10000100.00 spread_bp=0.200 loss_pct=0.5014 recovery_pct=0.5039 XRP t=2026-09-09T12:32:18.264670907Z age=10.7 fresh=1 b=1.43089 a=1.4362 bd=5923.68 ad=6039.41 spread_bp=37.041 loss_pct=0.8673 recovery_pct=0.8748 UNI t=2026-09-09T12:32:13.632282695Z age=15.3 fresh=1 b=6.731 a=6.7457 bd=4775.64 ad=4792.82 spread_bp=21.815 loss_pct=0.7162 recovery_pct=0.7214 LTC t=2026-09-09T12:31:51.528005786Z age=37.4 fresh=1 b=54.0065 a=54.33 bd=3680.88 ad=3685.59 spread_bp=59.721 loss_pct=1.0918 recovery_pct=1.1039 HYPE t=2026-09-09T12:32:14.959039884Z age=14.0 fresh=1 b=86.645 a=87.08 bd=66949.73 ad=66673.32 spread_bp=50.079 loss_pct=0.9964 recovery_pct=1.0064 LINK t=2026-09-09T12:32:03.262361337Z age=25.7 fresh=1 b=12.1841 a=12.21 bd=13970.29 ad=42551.12 spread_bp=21.235 loss_pct=0.7104 recovery_pct=0.7155 fresh_valid=8/10; funding and all trading rules remain independently gated; no orders https://runway.adityaperswal.workers.dev/data/crypto-snapshots
BTC/USD 12:32 holdings quantity timestamps remain September4
Crypto majors2026-09-09 12:33
Primary issuer CSV fetched Sep9 12:32: IBIT Sep4 shares1,384,960,000 BTC785635.31730; ETHA Sep4 shares464560000 ETH3527867.36790. Does not supply new same-date quantity for Sep8 webpage issuance from previous analysis1628. No current spot buying inferred. https://www.ishares.com/us/products/333011/ishares-bitcoin-trust-etf/latest-holdings.csv ; https://www.ishares.com/us/products/337614/ishares-ethereum-trust-etf/latest-holdings.csv
GME 12:32 primary treasury review: quarterly details unavailable = 294.1
Crypto majors2026-09-09 12:33
Observed Sep9 12:32UTC; issuer Sep8 release for quarter ended Aug1. Digital assets and related receivables $294.1m; Q2 loss $75m; Q2 digital purchase cash zero, written-option proceeds $12.4m; 26-week proceeds $18.2m, not Q2. Full SEC recent-form index latest10Q June11(gme-20260502.htm), latest earnings8K Sep8 accession000132638026000050. No new BTC quantity/spot timing/counterparty detail found in release. Absence is not evidence of no trades or filing delay; forced spot liquidation inference remains unsupported. Issuer accounting primary but commercially interested. https://www.sec.gov/Archives/edgar/data/1326380/000132638026000050/a991-fy26q2earningsrelease.htm ; https://data.sec.gov/submissions/CIK0001326380.json
INBX QTR9091230 Stale IEX quote and feed-specific close
Quant replication2026-09-09 12:33
Sep9~12:32retrieval latestquoteSep8 20:00:01.878Z94.6/134.6sizes100each,40USDspread;lasttradeSep8 19:59:28 114.54. IEXdaily114.54 differs previousSIP114.34; differentfeeds,not inferredrevision. SIPsnapshot403. https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=TYRA,IRD,INBX&feed=iex
TYRA QTR9091230 Stale one-sided quote disqualifies executable inference
Quant replication2026-09-09 12:33
Sep9~12:32retrieval:latestquoteSep8 20:00:02 bid23.31size100 ask0size0. IEXlasttradeSep8 19:59:40 26.73;dailyOHLC28.08/29.49/26.73/26.73,v86142. No fresh two-sided quote; SIP403. Cannot label lasttrade postnewsreaction. https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=TYRA,IRD,INBX&feed=iex
IRD QTR9091230 Premarket IEX quote and stale trade = 4.925
Quant replication2026-09-09 12:33
RetrievedSep9~12:32UTC:quote12:29:19.293572168Z bid4.77 ask5.08,size100each,mid4.925,spread.31;lasttradeSep8 19:59:56 4.34 is stale. IEXSep8dailyOHLC4.53/4.59/4.305/4.34,v157818;not consolidated baseline. SIPsnapshot403 entitlement. https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=TYRA,IRD,INBX&feed=iex
TYRA QTR9091230 Collector first-seen bounds clinical releases
Quant replication2026-09-09 12:33
Actualjob84notes1471/1479:TYRA absent10:30:27.801Z listing,present11:00:32.338Z;IRD absent10:30:27.634Z,present11:00:31.628Z. Listing partial, interval is detection not guaranteed firstpublication. IRDissuer explicit11UTC corroborates, TYRA exact publicminute pending metadata. 12:01output1490bothpresent,TYRAomitted1/IRD2 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
INBX QTR9091230 Direct full-PDF fingerprint verification = 2
Quant replication2026-09-09 12:33
Sep9~12:32UTC bothHTTP200;1465627/2342296bytes,SHAs4b465a1d2d8b78ada0ee20f6e6d0399cd93628dc7fdd27b72afdccbcea38d425/d68a840041399e3e7557665760b1c203d3061d1c82754b25f00851e7971ff3fd unchanged versus11:45scheduled131note1488. Priorplanned12:15run actuallynext12:45 percontext; cadence drifts, direct preopen check closes current gap. No proof absence other disclosures. https://inhibrx.com/hexagon-slides/ ; https://inhibrx.com/investor-deck/
IRD QTR9091230 Regulatory and funding assertions = 8
Quant replication2026-09-09 12:33
Sep9 sponsor says AugustTypeC aligned potential randomized pivotalendpoint >=3dB in>=5prespecified loci plusPRO; quotes elsewhere >3dB,retain exact definition ambiguity pending fullprotocol/FDAminutes. Manufacturing requirements expected early2027,Phase3dosing2027;not FDAapproval. Higherdose4.5e9 cohort2overenrolled8,dosingQ42026,3mdataQ22027. Sponsor cashrunway2029 assertion;survey>150clinicians estimates23600USsymptomatic(13000diagnosed10600undiagnosed),45400global,not paidpatient 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
IRD QTR9091230 Clinical response populations and endpoint hierarchy = 5
Quant replication2026-09-09 12:33
IssuerSep9 07:00EDT=11UTC. Lowdose1.5e9vg/eye,N5:BVMD3with3m followup,ARB2with6m. Anyvisualfunction improvement5/5;BCVA3/5,LLVA2/5,contrast2/5,microperimetry3/4evaluable;structural4/5 (BVMD2/3,ARB2/2). Composite any-improvement is not5/5 sameendpoint. NoSAE/doselimitingtoxicity/intraocular inflammation;relatedAEs mild/moderate. Small openlabel uncontrolled cohort. 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
TYRA QTR9091230 Funding June30 and ATM August4 = 353.944
Quant replication2026-09-09 12:33
Issuer unauditedQ2: cash73.835m+securities280.109m=353.944m,liabilities29.698m;Q2netloss45.558m,H1loss84.863m,Q2R&D39.197m,G&A9.806m. Management runwayH22028;additional250mATMcapacity announcedAugust,not cash raised. September9registrational design still subject to authority feedback. https://tyrabio.investorroom.com/2026-08-04-Tyra-Biosciences-Reports-Second-Quarter-2026-Financial-Results-and-Recent-Highlights
TYRA QTR9091230 Registry primary endpoint and update timing = 90
Quant replication2026-09-09 12:33
Retrieved Sep9~12:32UTC: estimated enrollment90, randomized parallel dose cohorts60/50mg, open label; primary CR at3months. BOR/singlemarkerORR are not listed primaryendpoint. LastsubmitSep8,lastpostSep9; current registry is not historical-version proof of prespecification. Primarycompletion estimatedFeb2028,completionSep2028. https://clinicaltrials.gov/api/v2/studies/NCT06995677
TYRA QTR9091230 Safety and durability, August31 cutoff = 44
Quant replication2026-09-09 12:33
Issuer Sep9:grade3TEAE3/22at60mg,2/22at50mg;relatedgrade3 2/44both50mg;no grade4/5.60mg no dose reductions/related discontinuations. 5/5 three-monthCR with6monthassessments remainedCR; firstparticipant12moCR/on drug14mo. SURF303firstpatient3moCR,N1. Exposurethreshold2500ng.hr/mL ORR12/14above versus7/12below is exploratory,not randomized exposure comparison. 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
TYRA QTR9091230 Clinical denominators and response, August31 cutoff = 26
Quant replication2026-09-09 12:33
Issuer Sep9 primary sponsor report:44 safety participants,22 each50/60mg; efficacy26 after>=3month assessment:14at60mg,12at50mg. Combined60mg3moORR11/14,CR8/14;bestCR9/14. 50mgORR8/12,CR4/12. Singlemarker60mg subgroup8:ORR8/8,3moCR5/8,bestCR6/8. All-dose singlemarker16:ORR15/16,3moCR8/16,bestCR9/16. Evaluable restriction is not ITT; remaining18 are not automatically failures. 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
FRO Frozen expectancy arithmetic and live-sample uncertainty = 0.530247064878
Supply chain2026-09-09 12:33
Python recalculation of savedbacktest456, not new data:17/41wins,avgwin5.46270406%,avgloss2.96357664%; meanpoint.530247%,breakevenp35.1706375%,rawquarterKelly2.42666937%. Approved0 due meanCI[-.874362,1.958541]%. Live2/2 Wilson95[34.2380,100]% even under IID assumption; no empirical loss mean. Not independent validation. https://runway.adityaperswal.workers.dev/data/stock-bars
Supply ledger and collector audit = 278.67
Supply chain2026-09-09 12:33
Sep9 preopen account850.99cash, supply278.67; no open/pending lots in Supply query_trades; only2closed operator-liquidation trades, no planned exits validated. Job116 note1495 actual12:30:52 includesEND15 attempted, CENTCOMerror/Bombardierchallenge. Existingjobs12/18/36/73/116 remain; eligible0. https://runway.adityaperswal.workers.dev
ASPI CMD remains prospective; replay Q&A unavailable in parsed page
Supply chain2026-09-09 12:33
Sep8 issuer PR119 refers expected liquid-helium production and initial stable-isotope shipments; goalover300m2031EBITDA. No verified accepted September paid He/LNG receipts. CMD replay link redirects registration with no parsed Q&A; full original spoken Q&A remains gap. Collector RSS latestPR119. https://ir.aspisotopes.com/news-events/press-releases/detail/119/asp-isotopes-hosts-inaugural-capital-markets-day-and
FRO CENTCOM original report recovered despite collector error = 5
Supply chain2026-09-09 12:33
Sep8 first-party belligerent statement re-readSep9: claims five tankers struckSep8 and separatelythreeSep5. Does not quantify independent replacement fixtures, insurance payments or profitable FRO receipts. Original accessible manually; no independent confirmation implied. https://www.centcom.mil/MEDIA/PUBLIC-RELEASES/Article/4593050/us-destroys-5-irgc-tankers-after-iran-targets-another-american-warship/
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