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BBIO

LongInsider Cluster

Smart-money signal on BBIO this 14d.

verified·cd092545ca4d
Lifecycle
Active · step 3 of 6
  1. Detected
  2. Verified
  3. Active
  4. Cooling
  5. Resolved
  6. Scored
Walk-forward performance
+3.6%alpha vs SPY
Day 18 of 30
Tracking to 30D
BBIO signal
SPY benchmark
target band
projection
Evidence score
16
Public Recommendation
internal bandWeak

Raw conviction from the active evidence stack. Category bars below show the full 100-point model and which sources contributed.

Target range
+5% to +15%
by 30D from issuance
Issued
Date
May 12, 2026
Price
$65.00
Horizon
30D
Progress
Day 18of 30
Next checkpoint: 30D in 12D
Walk-forward schedule
7 checkpoints · public log entry per checkpoint
  1. 7DLogged
  2. 15DLogged
  3. 30D+12D
  4. 60DOut
  5. 120DOut
  6. 180DOut
  7. 1YOut

At each checkpoint, the signal's signed return, alpha vs benchmark, and excursion bands append to the public log. No retroactive editing.

Score breakdown

24 contributors. Every one sourced.

Each category contributes a fixed share of the total. Each weight inside a category traces back to the filing, transcript, or feed that fired it.

Smart money
6 / 40
Fund. & Earn.
6 / 35
Technicals
2 / 15
Macro
1.8 / 10
Smart money6 / 40

  • Rep. Hon. Gilbert Cisneros bought BBIO ($1,001-$15,000)

    House STOCK Act + Senate eFD· source

    +1

  • Renaissance Technologies LLC holds $16.7M (13F 2025-09-30)

    SEC EDGAR Form 13F· source

    +5

  • Two Sigma Investments LP holds $148.9M (13F 2025-12-31)

    SEC EDGAR Form 13F· source

    +4

  • Janus Investment Fund (legacy active) holds $113.0M (NPORT-P 2026-09-30)

    SEC EDGAR NPORT-P· source

    +4

  • Citadel Advisors LLC holds $53.4M (13F 2025-12-31)

    SEC EDGAR Form 13F· source

    +4

  • Janus Detroit Street Trust (active ETFs) holds $10.9M (NPORT-P 2026-10-31)

    SEC EDGAR NPORT-P· source

    +4

  • short-volume tape softening: latest 38.0% fell 16.3pp vs 20d avg 54.3%

    FINRA short interest· source

    +2

  • Pending dilution: 1 S-3/S-8 shelf in trailing 90d

    SEC EDGAR dilution filings

    -1
Fund. & Earn.6 / 35

  • Revenue growth 66.8% YoY (period end 2026-03-31)

    Earnings releases (8-K)· source

    +3

  • Operating margin expanded 3502bps YoY

    10-Q + 10-K· source

    +3
Technicals2 / 15

  • RSI(14) 31.8 (mild, room above)

    Price + volume· source

    +1

  • MACD histogram -0.878 (negative)

    Price + volume· source

    +0

  • EMA stack bearish (9/21/50)

    Price + volume· source

    +0

  • Latest day's short ratio 38.0% (16.3pp below 20d baseline)

    Price + volume· source

    +1
Macro1.8 / 10

  • VIX 17.2 (mild) as of 2026-05-08

    Macro composite· source

    +17.2

  • 10y-2y spread 47bps (flattish) as of 2026-05-11

    Macro composite· source

    +0.47

  • Industrial Production 101.8 (flat) as of 2026-03-01

    Macro composite· source

    +101.8

  • Initial claims 200,000 vs 26w mean (ratio 0.93, subdued)

    Macro composite· source

    +0.93

  • CPI YoY 3.95% (hot vs Fed target)

    Macro composite· source

    +3.95

  • HY OAS 2.81pp at 28th-pct trailing-90d (mid credit spread)

    Macro composite· source

    +2.81

  • Non-farm payrolls 0.16% YoY (PAYEMS)

    Macro composite· source

    +0.16

  • Retail sales 3.97% YoY (RSAFS)

    Macro composite· source

    +3.97

  • U-Mich Consumer Sentiment 53.3 (weak) as of 2026-03-01

    Macro composite· source

    +53.3

  • 10y-3m spread 72bps (positive) as of 2026-05-11

    Macro composite· source

    +0.72
Recommendation receipt

Source chain complete.

Recommendation cmppngivd0... collapses 1 same-day signal into one public track-record row. The raw upstream receipts are checked here before the OpenTimestamps hash below.

100.0%
linked
1
event
1
sources
1
signals
Source coverage1 / 1
house-clerk-ptr-pdf1/1 linked
Latest source events

  • house-clerk-ptr-pdf

    CONGRESSIONAL TRADE · 2026-05-08· source

    raw linked
Prior source recordD7 / D15 / D30 before issuance
house-clerk-ptr-pdf-1.36%
D7
-1.36%
n=5 · 20% hit
D15
+0.45%
n=5 · 60% hit
D30
n/a
Prior actor recordD7 / D15 / D30 before issuance

No recurring actor in prior matured recommendations yet.

Cryptographic proof

Anchored on Bitcoin.

At publication, the full signal payload - ticker, direction, conviction, breakdown with contributors, why-now, target range, issued price, and issued time - is hashed with SHA-256 (hash scheme v2). The hash is to the right; the .ots proof below is what an OpenTimestamps calendar produced when we submitted it. Anyone can verify it by re-deriving the canonical hash from our public payload and feeding the .ots file to the upstream `ots verify` CLI.

Download .ots proofHow OpenTimestamps works

Bitcoin attested. Hash settled to block 949095.

Signal payload hash
cd092545ca4d716b027b0b15bd07755a71b38257d814ffe8784e08a0a392f343
Timestamp
2026-05-12 14:47 UTC
Ticker
BBIO
Direction
Long
Issued price
$65.00
Bitcoin block
949095