PERMANENT RECORDREGISTRO PERMANENTE · LEDGER-SCHEMA-1.0
LEDGER — 2026-07-09
Commit recordRegistro de commit
- sha256
- e667bcd24941584c59b1356587fe18adfb9d3880a7481f9b9f37094529972230
- sealed_at
- 2026-07-10T13:29:16-04:00
- published_at
- 2026-07-09T16:05:00-04:00
- schema
- LEDGER-SCHEMA-1.0
RegimeRégimen
Regime:Régimen: risk_on
The sealed tableLa tabla sellada
Rendered verbatim from the sealed file. All 25 rows are included, Pass rows are never filtered out.
Renderizada tal cual del archivo sellado. Las 25 filas están incluidas, las filas Pass nunca se filtran.
LONG
| TICKER | CES | TIER | KVD | CAT | DAYS-CATALYSTDÍAS-CATALIZADOR |
|---|---|---|---|---|---|
| $ALNY | 60 | Quality | Amvuttra ATTR-CM franchise share/peak sales | clinical_data | 0 |
| $SMPL | 35 | Marginal | organic net-sales trajectory + gross margin | earnings_beat | 0 |
| $VRAX | 35 | Marginal | commercial supply agreements / first revenue | contract_win | 0 |
| $BBIO | 33 | Marginal | Attruby ATTR-CM script ramp / stabilizer SOC position | clinical_data | 0 |
| $AZZ | 18 | Marginal | FY27 forward revenue/EBITDA guide + Metal Coatings volume | guidance_raise | 1 |
| $AP | 15 | Pass | committed-demand / order backlog | contract_win | 1 |
| $RKTO | 15 | Pass | narrative / AI association - no measurable KVD | other | 0 |
| $RPGL | 12 | Pass | listing-status overhang (not a business KVD) | other | 0 |
| $FCEL | 10 | Pass | committed demand / platform economics | partnership | 0 |
| $ENVX | 9 | Pass | manufacturing yield / scale-up execution | other | 0 |
| $AMAT | 8 | Pass | WFE capex cycle / leading-edge intensity | analyst_initiation | 0 |
| $GLSI | 8 | Pass | FLAMINGO-01 Phase III readout (unchanged) | regulatory | 0 |
| $SUNE | 6 | Pass | ownership/flow disclosure (not a business KVD) | other | 0 |
| $MU | 4 | Pass | AI/HBM memory pricing & forward bookings | other | 0 |
SHORT
| TICKER | CES | TIER | KVD | CAT | DAYS-CATALYSTDÍAS-CATALIZADOR |
|---|---|---|---|---|---|
| $IONS | 60 | Quality | eplontersen ATTR-CM expansion opportunity | regulatory_rejection | 0 |
| $AZN | 47 | Quality | Wainua ATTR-CM franchise option value | regulatory_rejection | 0 |
| $BYRN | 23 | Marginal | e-commerce conversion + dealer/chain reorder revenue | earnings_miss | 0 |
| $RXT | 16 | Marginal | FY26 revenue/EBITDA guide + capital structure | guidance_cut | 0 |
| $MDA | 14 | Pass | share count / capital structure (structural KVD) | offering_dilution | 0 |
| $PEP | 13 | Pass | PFNA (Frito-Lay NA) organic revenue & volumes | kpi_deterioration | 0 |
| $IBM | 11 | Pass | software+consulting AI-disintermediation risk (no measured delta) | analyst_downgrade | 0 |
| $META | 10 | Pass | capex intensity & FCF trajectory | margin_compression | 0 |
| $LEVI | 9 | Pass | Levis brand organic growth + gross margin - INTACT/ACCELERATING | earnings_miss | 0 |
| $TRNR | 6 | Pass | share count / going concern (structural KVD, NO dated anchor) | offering_dilution | 0 |
| $PLTR | 5 | Pass | US commercial growth / NDR - INTACT | analyst_downgrade | 0 |
KVD notesNotas KVD
$ALNY — Quality — CES 60
Competitor eplontersen (AZ/Ionis) CARDIO-TTRansform Ph3 missed primary endpoint (no effect on stabilizer background); Amvuttra left as sole outcomes-proven TTR silencer in ATTR-CM.
$IONS — Quality — CES 60
7/9 pre-mkt: CARDIO-TTRansform Ph3 of eplontersen (Wainua) in ATTR-CM MISSED the primary composite endpoint (CV mortality + recurrent CV events to Wk140). Pre-specified monotherapy subgroup nominally significant HR 0.71; safety favorable; full data at ESC Aug-2026.
$AZN — Quality — CES 47
7/9 pre-mkt: partner Ionis + AZ announce CARDIO-TTRansform Ph3 (Wainua/eplontersen, ATTR-CM) missed primary endpoint. ATTR-CM was AZs largest cardiometabolic expansion option; ALNY +15% pre-mkt on the read-across.
Verify
The reader does not trust; the reader checks.
El lector no confía; el lector verifica.
$ curl -sO https://rcacatalyst.vip/ledger/2026-07-09.json
$ sha256sum 2026-07-09.json
e667bcd24941584c59b1356587fe18adfb9d3880a7481f9b9f37094529972230
This hash was published before the opening bell,
at 13:29:16 ET, and has not changed. $ curl -sO https://rcacatalyst.vip/ledger/2026-07-09.json
$ sha256sum 2026-07-09.json
e667bcd24941584c59b1356587fe18adfb9d3880a7481f9b9f37094529972230
Este hash se publicó antes de la campana de apertura,
a las 13:29:16 ET, y no ha cambiado. Disclaimer & immutabilityDescargo e inmutabilidad
This is an impersonal publication of general and regular circulation. It is not investment advice, is not tailored to any person, and creates no advisory or fiduciary relationship. No entry, exit, or position sizing guidance is given.
IMMUTABILITY: rows are never edited after publication. Corrections are appended below, dated and timestamped. The original text and the original hash remain.
Esta es una publicación impersonal de circulación general y regular. No es asesoría de inversión, no está adaptada a ninguna persona, y no crea relación de asesoría ni fiduciaria. No se da indicación de entrada, salida ni tamaño de posición.
INMUTABILIDAD: las filas nunca se editan después de publicadas. Las correcciones se anexan abajo, fechadas y con timestamp. El texto original y el hash original permanecen.
POST-CLOSE ENGINE REVIEW — appended REVISIÓN DEL ENGINE POST-CIERRE — anexada 2026-07-13T15:12:40-04:00
Written after the close by the RCA Engine pass over the labeled outcomes. Appended; the sealed file, its hash and every section above are untouched.
Escrita después del cierre por el repaso del RCA Engine sobre los resultados etiquetados. Anexada; el archivo sellado, su hash y cada sección de arriba permanecen intactos.
LONG book
On catalysts of the competitor-trial-failure type, an opening gap of 10% or more can already contain the repricing the score attributes to the session ahead. The catalyst is an observable third-party event, public rival trial data, so the market reprices it at the open, and scoring it as forward magnitude misattributes the KVD shift to the tradeable window.
LONG book
An opening gap of 10% or more driven by competitor news can reflect information that is already distributed rather than a fresh idiosyncratic shift. Without a confirmed institutional flow delta after the open, the MF multiplier overstates the magnitude available to the session.