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margin_compression_severe on Lineage Cell Therapeutics, Inc. (LCTX)

SIC 2836 — Biological Products, (No Diagnostic Substances) · CIK 876343 · default direction: short

Definition

Fires on >500 bps year-over-year decline in operating margin. Captures the 'good business getting worse' pattern.

Every time the signal fired on LCTX

FYFiling dateEvent date1d5d20d60d252d
FY20212022-03-102022-03-10-4.29%-2.86%+0.71%+0.71%+1.43%
FY20202021-03-112021-03-11+5.98%+1.28%+10.26%+21.79%-40.17%
FY20192020-03-122020-03-12+10.29%+16.18%+13.24%+47.06%+264.71%
FY20132014-03-172014-03-17-3.36%-5.88%-20.45%-15.13%+22.97%
FY20122013-03-182013-03-18-8.06%-12.67%-19.82%-8.29%-20.51%

Forward returns are stock returns from event date (next trading day after filing). Sign is raw stock direction; the trade direction is in the calibration table below.

Universe-wide calibration (this signal across all companies)

Horizonn eventsGross stock retHit rateTrade dirNet PnLCost (bps)r/σ net
1d2,429+2.00%+36.27%short-2.03%46-0.02
5d2,429+3.35%+38.74%short-2.80%47-0.02
20d2,364+6.26%+38.32%short-4.81%52-0.03
60d2,266+78.74%+40.47%short-75.14%65-0.03
252d2,195+41.39%+39.77%short-31.94%126-0.09

Net PnL is direction × stock return − round-trip execution cost (5 bps half-spread + ADV-tiered borrow). See margin_compression_severe methodology for the full audit.


Data: /api/company/876343/financials