Biotech funding: conversion into tools and CRO orders · Campaigns

Campaign

Biotech funding: conversion into tools and CRO orders

monitoring · Biotech

Horizon 6–18 months; test funding-to-order conversion at the next two quarterly reports. Last research review Latest evidence Priority medium

Ideas and calls

Long, bearish, hedge and relative-value ideas can coexist. Only explicitly issued calls enter the existing scoreboard; short and hedge performance is not graded.

Issued calls · returns compare the symbol with SPY after 30 and 90 days. Positive excess supports a BUY; negative excess supports TRIM or SELL. WAIT and research ideas have no score. These are call outcomes, not a campaign return.

Entry and invalidationHorizon / review30 days90 days
AGIOWAIT2026-08-24 · openOriginal call

after the current reset prints a higher low, reclaims the 50-day ($35.56) with RSI above 55 and relative volume at least 1.0x

Invalidation: a settled close below the 200-day ($30.93) before the reclaim breaks this reset

Not recordedReview 2026-09-24
Not gradedNot graded
DHRWAIT2026-08-24 · openOriginal call

after a pullback to the $210.39 volume shelf, holds and turns back above it with RSI in the 55-65 reset band and relative volume at least 1.0x

Invalidation: a settled close below the 200-day ($202.97) breaks the quality-laggard trend structure

Not recordedReview 2026-09-24
Not gradedNot graded
VKTXWAIT2026-08-24 · resolved:invalidatedOriginal call

after the current reset prints a higher low, reclaims the 50-day ($35.08) with RSI above 55 and relative volume at least 1.0x

Invalidation: a settled close below the $32.63 support shelf before the reclaim breaks this reset

Not recordedReview 2026-09-24
Not gradedNot graded
ABCLWAIT2026-07-09 · resolved:invalidatedOriginal call

the pop already happened (Feb low $2.78 to a $8.44 high) — this is the first flag; interest is the 52-week-high reclaim above $8.45, which would say the pullback was digestion, not distribution

Invalidation: a finish under the 50-day (~$5.56) — the four-month turn structure is broken there and it goes back to being a runway story

Not recordedReview 2026-08-31
Not gradedNot graded
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