Filtered library · Conviction
SUPREME conviction · 14 dossiers
Every dossier the model currently rates SUPREME conviction — 14 names, with thesis, invalidation trigger, archetype and catalyst.
All 14 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers APGE Apogee Therapeutics, Inc. fresh SUPREME Apogee Therapeutics’ $135.11-per-share cash-acquisition thesis resolved with AbbVie’s completion on 2026-09-03. The 2026-09-14 Form 15 advances administrative closure, leaving no unresolved APGE acquisition catalyst. ATAI AtaiBeckley Inc. fresh SUPREME AtaiBeckley's Lilly acquisition thesis resolved with completion on 2026-09-11, ending the pending-merger case. Remaining contingent payments depend on disclosed clinical and regulatory milestones; Nasdaq suspended ATAI effective 2026-09-14. DSGR Distribution Solutions Group, Inc. fresh SUPREME Distribution Solutions Group’s $35.00 cash acquisition remains a completion thesis, with the minority vote and closing settling the case. HSR clearance occurred on 2026-08-20; a daily close below $33.50 invalidates the price thesis. ALOT AstroNova, Inc. fresh SUPREME AstroNova’s $29.00 cash-merger thesis played out on 2026-08-26; its 2026-09-08 Form 15 resolves the remaining filing uncertainty. Only restoration of the former public equity would reopen the closed situation. AVNS Avanos Medical, Inc. fresh SUPREME Avanos Medical’s $25.00-per-share cash-acquisition thesis was settled by completion on 2026-07-27. The company’s shareholder notice confirms that exchange trading has ended, leaving a completed transaction rather than an unresolved… CCRN Cross Country Healthcare, Inc. fresh SUPREME Cross Country Healthcare’s $13.25 cash-merger thesis resolved when Knox Lane completed the acquisition on 2026-07-21. Exchange-confirmed trading in the original common stock would contradict the completed-outcome assessment; the July 20… CNTA Centessa Pharmaceuticals plc fresh SUPREME Centessa Pharmaceuticals’ acquisition closed on 2026-06-24; the remaining story is approval-linked contingent value. Qualifying regulatory approvals settle that question, while the final CNTA close on 2026-06-23 supplies no live price test. CRNX Crinetics Pharmaceuticals, Inc. fresh SUPREME Crinetics Pharmaceuticals’ cash-merger thesis was resolved by Vertex’s 2026-09-01 acquisition at $85.00 per eligible share. Deregistration dates remain unverified; reinstated common-stock trading would overturn the terminal-equity… FBRX Forte Biosciences, Inc. fresh SUPREME Forte Biosciences’ $77-per-share cash-acquisition thesis was resolved by the 2026-08-27 merger completion. Official restoration of the former common equity would reopen the case; Nasdaq records 2026-08-26 as its last trading date. KALV KalVista Pharmaceuticals, Inc. fresh SUPREME KalVista Pharmaceuticals’ $27.00 cash-acquisition thesis was settled by Chiesi’s 2026-06-11 completion announcement. A renewed equity thesis would require documented restoration of the original common stock; the provisional September… LPRO Open Lending Corporation fresh SUPREME Open Lending Corporation’s $3.15 cash-acquisition story concluded with ANV’s confirmed completion on 2026-07-30. The public-equity narrative remains closed unless an official reversal or documented restoration of trading reopens it. NUVL Nuvalent, Inc. fresh SUPREME Nuvalent’s independent equity story ended with GSK’s $124-per-share acquisition on 2026-07-15. The 2026-09-14 zidesamtinib update advances GSK’s clinical portfolio; only an official restoration of the former listed equity would reopen the… OLPX Olaplex Holdings, Inc. fresh SUPREME Olaplex Holdings’ cash-acquisition thesis was resolved by Henkel’s 2026-07-07 completion and the end of Nasdaq trading. A newly listed standalone security would reopen equity analysis; Henkel’s 2026-11-10 release addresses only the… TBRG TruBridge, Inc. fresh SUPREME TruBridge’s $26.25-per-share cash acquisition completed on 2026-07-09, ending its standalone equity catalyst. September leadership integration concerns the acquirer; only an official restoration of the original listed equity would reopen…