Company Events & EarningsExtended setexperimental liveNew

Black Box Warning Short

Updated dailyData needs: mediumshort only
paper
2014
Source
Lerner, J., Beard, T.R. & Sgouros, T. (2014). "The economic impact of FDA Drug Safety Communications on pharmaceutical equity prices." Journal of Health Economics, 36, 100-114.
Read the paper →

In plain terms

When a drug accumulates fatal adverse-event reports in a short window (a black-box warning trigger), we short the sponsor for 3-6 months.

How it works

FDA black-box warning (strongest label change short of withdrawal) triggers prescriber pullback; sponsor stock reprices -8% event-day with -12% drift over 6mo.

No live results for this strategy yet. Charts appear once it has earned a top spot on at least one stock, either on its own or as part of a blend of several strategies.
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Data dependencies

  • Daily prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

  • Faers adverse events

    A data feed this strategy reads, refreshed on its normal schedule.

Expected edge

Reported return
-8% event-day, -12% 6mo
Tested over
T+1 to T+120d

Lerner-Beard-Sgouros 2014: -8% event-day, -12% over 6mo.

Example tickers where this is likely to fire

Illustrative only, the signal fires based on the live data, not a fixed list.

Related families

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For informational and educational purposes only. Not financial advice. Learn more