Dossier · SGMT · Dormant
SGMT
LOW a7Defensive
Last analysed · · source: decision_window
Current thesis
[Stage 1 PRIORITIZE] [trade redacted], biotech-precision ACCELERATING with rules 1/2/4/6/10 firing but RSI 74.5 extended — empty dossier and ANAB outpacing means Stage 2 must decide hold vs trim vs rotation.
Invalidation trigger
revisit on next decision_window
Thesis status
Open commitment scored if the trigger above fires How this is scored →Current Thesis
_(no analysis yet — pending first synthesis or watchlist research)_
Bull Case
_(pending)_
Bear Case
_(pending)_
Setup & Price Structure
_(pending)_
Catalyst Calendar (next 30 days)
_(pending)_
What Would Change Our Mind
_(pending)_
Correlation Notes
_(pending)_