Start here
Follow an event from expectation to result.
You need three things: the announcement to watch, the checklist written beforehand, and the assessment after the results. The rest is evidence you can inspect when you want more detail.
- 1 · CALENDAR
Pick a covered event
An event is one specific announcement, such as one trial’s results or one FDA decision. The same company can have several events. The calendar shows the expected date and access.
- 2 · CHECKLIST
Read what we will measure
The pre-event brief includes minimum requirements, target results and any red flags. This checklist is also called the “bar.” It is fixed before results are assessed.
- 3 · ASSESSMENT
Compare facts with the checklist
The assessment, also called the “verdict,” explains which checks the reported results passed. Open the source evidence to inspect the exact numbers and sentences.
Illustrative example · fictional study
A positive headline can still fall below a target.
This simplified example explains the format. It is not a real covered event or part of our track record.
Before: the checklist
Minimum: the study meets its primary endpoint.
Target: improvement versus the comparison group is at least 2 points.
After: the reported result
The announcement reports that the endpoint was met, with a 1.7-point improvement.
Assessment: minimum met; target missed. The internal code for this is THIN.
In real research, the checklist’s criteria need source evidence and each actual result appears beside its exact source sentence. A missing number produces an incomplete assessment, not a guessed result.
This compares research criteria with reported facts. It does not establish market consensus, clinical value or the direction of a stock’s next move.
What is free, and what is paid?
| What you receive | Free website | Paid subscription |
|---|---|---|
| Coverage calendar and expected dates | All covered events | All covered events |
| Selected free events | Checklist and assessment when published | Included |
| Other covered events | Full research after the public release date | Pre-event brief and result assessments when published, by email |
| Evidence and complete public record | Available as each event opens | Source evidence included with the research |
The public delay is 30 days from the latest published assessment, or the scheduled event date if no assessment is published. Withdrawn and expired events open immediately. Dates can change; each event page shows its current access and public release date.
“Subscriber research” means email access first. It does not mean there is a website login to find. The full checklist and assessment appear on this website after the displayed public release date. Paying readers use the research delivered to their inbox.
The terms, translated
- Event
- One specific company announcement we cover.
- Slate
- The coverage calendar: the list of events we have chosen to cover.
- Dossier
- The pre-event research brief delivered by email.
- Bar
- The checklist of measurable results, written before the announcement.
- Sealed
- Available to subscribers first; the public website shows the publication proof and opens the research later.
- Verdict
- The result assessment against the original checklist.
- V1 / V2
- Initial assessment / follow-up assessment. The follow-up can include later source material.
- Hash / SHA-256
- A digital fingerprint of the checklist. After the text opens, anyone can check that it matches the fingerprint published earlier. You do not need to calculate it to read the research.
What do the assessment codes mean?
- BEAT
- Above the checklist.
- IN_LINE
- Meets the checklist.
- THIN
- Minimum met; target missed.
- MISS
- Minimum missed or red flag triggered.
- SPIN
- Results use a different comparison.
- PARTIAL
- Waiting for more data.
- NO_CALL
- Not enough data to score.
- INSUFFICIENT_DISCLOSURE
- Claim made without numbers.
An assessment is relative to the original checklist. “Above” also requires an additional strength; missing information can prevent scoring. These labels do not predict investment returns.