Why now: campaign-01: capital deployment window 2026-09-08

What was noticed?

The shared momentum condition remains incomplete, and funding activity must be connected to downstream orders before the capital-cycle thesis is promoted.

Why might it matter?

The campaign verdict is INTACT, untriggered. The unresolved branch cannot be promoted from a price move or a historical model alone.

What evidence is real, and what is still only a pointer?

Receipt selector: U:TMO,DHR,MEDP in the campaign thesis review and its accompanying receipts.

Still required: CRO/tool orders and platform ROI independently of aftermarket enthusiasm.

Which existing research does it update or duplicate?

The registered biotech-capital-cycle perspective. This question tracks the unresolved branch of the campaign review, not a duplicate completed finding.

What should be written if the evidence clears?

A sourced perspective update adjudicating this exact test: Verified funding and CRO orders plus the complete shared TMO/DHR/MEDP momentum condition.

Reviewed September 6 using September 4 settled prices. September 7 is the U.S. Labor Day holiday; the decision window is September 8.