UPB_OUT_1 [2025-04-01 08:26:43 -0400] 1986 Bytes | 547 tokens | Cum: 547 tkns (6.84% of 8k)
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We need a winner today and it's already 8:26:42 AM on Tue Apr 01, 2025 -0400 ... So let's find out if Upstream Bio (UPB) is going up or if it's going nowhere fast. So, I pulled together a bunch of data for you to look over real fast. It's at 7.65 up from 6.12. Is there something here we can get excited about? Help me analyze.

Here's the first list of news for Upstream Bio:

C1 - Mar-12-25 07:00AM - Upstream Bio Reports Fourth Quarter and Full Year 2024 Financial Results and Recent Business Highlights
C2 - Feb-25-25 08:00AM - Upstream Bio to Present at Upcoming March Investor Conferences
C3 - Feb-11-25 09:00AM - Automotive Security Leaders Must Take Immediate Action to Mitigate the Surging Cyber Threats--Upstream Report Reveals Critical Gaps
C4 - Jan-06-25 08:00AM - Upstream Bio to Present at the 43rd Annual J.P. Morgan Healthcare Conference
C5 - Dec-17-24 08:00AM - Upstream Bio Appoints Allison Ambrose as General Counsel
C6 - Dec-16-24 08:00AM - Upstream Bio Announces Addition to Russell 2000 Index
C7 - Nov-21-24 08:00AM - Upstream Bio to Participate in the Piper Sandler 36th Annual Healthcare Conference
C8 - Nov-08-24 07:11AM - Upstream Bio reports Q3 revenue $607,000 vs $621,000 last year

ONLY 3 RULES for AI:
==============
1) I am a document retrieval system. You are the analyst-investigator.
2) You can request items from my lists to get more info on Upstream Bio (UPB)
3) AFTER requesting and reading News and SEC filings you'll write a summary, set a score, high price target and headline.
Now, your response should be only 2 or 3 chars. You can say ex., C1, C2, etc., or NEX
The NEX command delivers the NEXt list of News/SEC/Metrics
There are several more lists that use our unified document retrieval system in subsequent prompts.
Your predictons will be compared to reality to rate your accuracy. Try to predict accurately. GOOD LUCK!
Please request a document, read, summarize and score. Say something like "C1".

UPB_OUT_3 [2025-04-01 08:26:44 -0400] 1107 Bytes | 315 tokens | Cum: 864 tkns (10.80% of 8k)
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Showing C1 (chunk 1 of 10): C1:
**Upstream Bio Reports Fourth Quarter and Full Year 2024 Financial Results and Recent Business Highlights**
Date: Mar-12-25 07:00AM
Source: (GlobeNewswire)
URL: https://www.globenewswire.com/news-release/2025/03/12/3041224/0/en/Upstream-Bio-Reports-Fourth-Quarter-and-Full-Year-2024-Financial-Results-and-Recent-Business-Highlights.html

March 12, 2025 07:00 ET| Source:Upstream BioUpstream Bio

– Completed enrollment of Phase 2 clinical trial of verekitug in patients with chronic rhinosinusitis with nasal polyps; top-line data expected in the second half of 2025 –

– Completed upsized IPO with gross proceeds of approximately $293 million, extending runway through 2027 –

WALTHAM, Mass., March 12, 2025 (GLOBE NEWSWIRE) -- Upstream Bio, Inc. (Nasdaq: UPB), a clinical-stage company developing treatments for inflammatory diseases, with an initial focus on severe respiratory disorders, to

--> You can ask for 1) More of this item with: MOR, 2) the NEXt section with: NEX, or 3) a different item by it's handle (ex. C3, S2) (only 3 chars don't summarize yet)

UPB_OUT_5 [2025-04-01 08:26:45 -0400] 939 Bytes | 285 tokens | Cum: 1151 tkns (14.39% of 8k)
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We present this news so you can catch the big movers from recently breaking news.
Here's a list of news articles you can literally read just by asking.
Usually the first item is the most important.

A1 - 2025-03-30T07:08:28Z - Charles Schwab Investment Management Inc. Invests $2.23 Million in Upstream Bio, Inc. (NASDAQ:UPB)...
A2 - 2025-03-27T07:10:47Z - Bank of New York Mellon Corp Invests $607,000 in Upstream Bio, Inc. (NASDAQ:UPB)...
A3 - 2025-03-19T16:57:21Z - Upstream Bio (NASDAQ:UPB) Stock Price Down 7.3% - Time to Sell?...
A4 - 2025-03-15T10:20:29Z - William Blair Forecasts Increased Earnings for Upstream Bio...
A5 - 2025-03-12T11:14:47Z - Upstream Bio Reports Fourth Quarter and Full Year 2024 Financial Results and Recent Business Highlig...

Request an article by its reference number. (Ex., "A1" gets the first item)
You may also say NEX to go to the next listing.
Response to this prompt limited to 3 chars.

UPB_OUT_7 [2025-04-01 08:26:52 -0400] 1098 Bytes | 301 tokens | Cum: 1454 tkns (18.18% of 8k)
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Showing A1 (chunk 1 of 4): A1:
**Charles Schwab Investment Management Inc. Invests $2.23 Million in Upstream Bio, Inc. (NASDAQ:UPB)**Date: 2025-03-30Source: {'uri': 'marketbeat.com', 'dataType': 'news', 'title': 'Market Beat'}URL: https://www.marketbeat.com/instant-alerts/charles-schwab-investment-management-inc-invests-223-million-in-upstream-bio-inc-nasdaqupb-2025-03-29/Charles Schwab Investment Management Inc. bought a new stake in Upstream Bio, Inc. (NASDAQ:UPB - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 135,323 shares of the company's stock, valued at approximately $2,225,000. Charles Schwab Investment Management Inc. owned approximately 0.25% of Upstream Bio as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also made changes to their positions in UPB. Moody

--> You can ask for 1) More of this item with: MOR, 2) the NEXt section with: NEX, or 3) a different item by it's handle (ex. C3, S2) (only 3 chars don't summarize yet)

UPB_OUT_9 [2025-04-01 08:26:52 -0400] 267 Bytes | 67 tokens | Cum: 1653 tkns (20.66% of 8k)
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This is our final list of news.
News AI can literally read just by asking.
Don't miss the breaking news!

Request an article by its reference number. (Ex., "B1" gets the first item)
You can say NEX to go to the next listing.
Response limited to 3 chars.

UPB_OUT_11 [2025-04-01 08:26:55 -0400] 253 Bytes | 85 tokens | Cum: 1740 tkns (21.75% of 8k)
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Showing B1 (chunk 1 of 1): B1:
Document B1 not found. Only 0 articles available.

--> You can ask for 1) More of this item with: MOR, 2) the NEXt section with: NEX, or 3) a different item by it's handle (ex. C3, S2) (only 3 chars don't summarize yet)

UPB_OUT_13 [2025-04-01 08:26:56 -0400] 1088 Bytes | 292 tokens | Cum: 2075 tkns (25.94% of 8k)
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This is our list of SEC filings.
If empty, the search returned no recent filings.

S1 - 2025-03-12 10-K Item 7. Mgts Discus sion and Analysis of Fin Cond and Results of Oper.

You should read the following discussion and analysis of our financial condition and results of operations together with our CONS financial statements and the related notes a...

S2 - 2025-03-12 8-K Item 2.02 Results of Oper and Fin Cond.

On March 12, 2025, Upstream Bio, Inc. (the Company) announced its financial results and business highlights for the quarter and year ended December 31, 2024. A copy of the press release is being furnished as Exhibit 99.1 ...

S8 - 2024-11-07 10-Q PART IF INANCIAL INFO

Item 1. Fin ancial Stmnts.

Upstream Bio, Inc.

Condensed consolida ted balance sheets

(Amounts in thousands, except share and per share amounts)

(Unaudited)

September 30,

December 31,

Assets

Curr assets:

Cash and cash equiva...

Request filing by its reference number. (Ex., "S1" gets the first item)
You can say NEX to go to the next listing.
Response limited to 3 chars.

UPB_OUT_15 [2025-04-01 08:26:56 -0400] 1098 Bytes | 228 tokens | Cum: 2305 tkns (28.81% of 8k)
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Showing S1 (chunk 1 of 6): S1:
Item 7. Managements Discus sion and Analysis of Financial Condition and Results of Operations.

You should read the following discussion and analysis of our financial condition and results of operations together with our consolidated financial statements and the related notes and other financial information included elsewhere in this Annual Report on Form 10-K (this Annual Report). Some of the information contained in this discussion and analysis or set forth elsewhere in this Annual Report, including information with respect to our plans and strategy for our business, includes forward-looking statements that involve risks and uncertainties. You should review "Item 1A, Risk Factors" of this Annual Report for a discussion of important factors that could cause actual results to differ materially from the results described in or implied by the forward-looking statements contained in th

--> You can ask for 1) More of this item with: MOR, 2) the NEXt section with: NEX, or 3) a different item by it's handle (ex. C3, S2) (only 3 chars don't summarize yet)

UPB_OUT_17 [2025-04-01 08:27:02 -0400] 1098 Bytes | 225 tokens | Cum: 2532 tkns (31.65% of 8k)
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Showing S1 (chunk 2 of 6): e following discussion and analysis. Please also see the section titled Special note regarding forward-looking statements included elsewhere in this Annual Report.

Overview

We are a clinical-stage biotechnology company developing treatments for inflammatory diseases, with an initial focus on severe respiratory disorders. We are developing verekitug, the only known antagonist currently in clinical development that targets the receptor for Thymic Stromal Lymphopoietin (TSLP), a cytokine which is a clinically validated driver of inflammatory response positioned upstream of multiple signaling cascades that affect a variety of immune mediated diseases. Preclinical and clinical data to date demonstrate verekitugs highly potent inhibition of the TSLP receptor, which we believe will translate to a differentiated product profile, including improved clinical outcomes, substantially extended do

--> You can ask for 1) More of this item with: MOR, 2) the NEXt section with: NEX, or 3) a different item by it's handle (ex. C3, S2) (only 3 chars don't summarize yet)

UPB_OUT_19 [2025-04-01 08:27:12 -0400] 4986 Bytes | 1454 tokens | Cum: 4107 tkns (51.34% of 8k)
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This is our set of metrics.
Please analyze the numbers.

+---------------------+-----------------------+------------------------+------------------------+
| Volume: 279,416 | Perf Month: -22.82% | Option/Short: No / Yes | Sales Y/Y TTM: - |
+---------------------+-----------------------+------------------------+------------------------+
| Avg Volume: 250.68K | Perf Quarter: -68.53% | Short Float: 19.39% | ROE: - |
+---------------------+-----------------------+------------------------+------------------------+
| Rel Volume: 1.12 | Index: RUT | Short Ratio: 14.81 | ROI: - |
+---------------------+-----------------------+------------------------+------------------------+
| RSI (14): 30.01 | Market Cap: 328.28M | Short Interest: 3.71M | Sales Surprise: 59.30% |
+---------------------+-----------------------+------------------------+------------------------+
| ATR (14): 0.80 | Shs Outstand: 53.60M | Beta: - | EPS Surprise: 22.72% |
+---------------------+-----------------------+------------------------+------------------------+
| SMA20: -25.42% | Shs Float: 19.15M | Sales Q/Q: - | P/E: - |
+---------------------+-----------------------+------------------------+------------------------+
| SMA50: -28.80% | Inst Own: 40.25% | Sales past 5Y: 47.97% | Earnings: Mar 12 BMO |
+---------------------+-----------------------+------------------------+------------------------+
| SMA200: -61.07% | Insider Own: 64.29% | Employees: 52 | |
+---------------------+-----------------------+------------------------+------------------------+
| Perf Week: -20.52% | Insider Trans: 8.92% | Debt/Eq: 0.00 | |
+---------------------+-----------------------+------------------------+------------------------+

The next section covers any insider trading.
If this section may be blank due to no recent filings.

Inside Trans: Upstream Bio, Inc. (UPB) by Ambrose Allison (General Counsel) on 2025-02-06
- Stock Option (Right to Buy): 25000 shares at $0 (D)

Inside Trans: Upstream Bio, Inc. (UPB) by Deykin Aaron (Chief Medical Officer) on 2025-02-06
- Stock Option (Right to Buy): 165000 shares at $0 (D)

Inside Trans: Upstream Bio, Inc. (UPB) by Houghton Adam (Chief Business Officer) on 2025-02-06
- Stock Option (Right to Buy): 140000 shares at $0 (D)

Inside Trans: Upstream Bio, Inc. (UPB) by GRAY MICHAEL (CFO and COO) on 2025-02-06
- Stock Option (Right to Buy): 195000 shares at $0 (D)

Inside Trans: Upstream Bio, Inc. (UPB) by Sutherland Everett Rand (Chief Executive Officer) on 2025-02-06
- Stock Option (Right to Buy): 500000 shares at $0 (D)

[Company Financial Summary]
[Company Details]
Name: N/A
Market Cap: N/A
Shares Outstanding: N/A
Sector: N/A

[Financial Statements - Latest Quarter]
Total Assets: N/A
Total Liabilities: N/A
Total Equity: N/A
Revenue (Quarter): {'value': 2370000.0, 'unit': 'USD', 'label': 'Revenues', 'order': 100}
Net Income: {'value': -62806000.0, 'unit': 'USD', 'label': 'Net Income/Loss', 'order': 3200}
Earnings Per Share (EPS): N/A

[Price Metrics - Last 30 Days]
Latest Close: 6.12
Average Volume: 244900.0
30-Day High: 9.87
30-Day Low: 6.12

[Detailed Financials: TTM 2024]
- Total Assets: $481,719,000.0
- Total Liabilities: $11,867,000.0
- Total Equity: $469,852,000.0
- Current Assets: $479,160,000.0
- Current Liabilities: $10,737,000.0

[Income Statement: TTM 2024]
- Revenue: $2,370,000.00
- Net Income: N/A
- Gross Profit: N/A
- Operating Income: N/A
- Earnings Per Share (EPS): -5.58

[Cash Flow Statement: TTM 2024]
- Net Cash Flow: $300,253,000.0

[Detailed Financials: FY 2024]
- Total Assets: $481,719,000.0
- Total Liabilities: $11,867,000.0
- Total Equity: $469,852,000.0
- Current Assets: $479,160,000.0
- Current Liabilities: $10,737,000.0

[Income Statement: FY 2024]
- Revenue: $2,370,000.00
- Net Income: N/A
- Gross Profit: N/A
- Operating Income: N/A
- Earnings Per Share (EPS): -5.58

[Cash Flow Statement: FY 2024]
- Net Cash Flow: $300,253,000.0
==== END OF FINANCIAL REPORT ====

You are now requested to make a summary analysis.
Save explaining why you didn't have enough information for the final survey.

Now, complete this report with the following:

1) Brief Summary: explain your findings in succinct wording.
2) MARKET_SCORE: If you calculate a 92% likelihood of an upward moves, say: MARKET_SCORE[92]
3) PRICE_TARGET: If you think the high today will be 50% higher, add to the price.
Eg., If the current price is $5.00, add 50%. Thus, PRICE_TARGET[$7.50] -- It should be at or above the current price.
4) Provide a thought-provoking take, 6-10 words, to use for the headline of this news story.
Like this: AI_RPT_HEADLINE: [6-12 words headline for news story, distilled from summary]

1) Brief Summary, 2) MARKET_SCORE, 3) PRICE_TARGET, and 4) AI_RPT_HEADLINE

UPB_OUT_21 [2025-04-01 08:27:14 -0400] 676 Bytes | 167 tokens | Cum: 4501 tkns (56.26% of 8k)
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Finally, if more data could have improved your confidence which would you have chosen? **Choose one option:**
-> X0 <- Nothing more would have helped my analysis
-> X1 <- More stock-specific news
-> X2 <- More SEC filings (10-K, 10-Q, 8-K) Financials, risk disclosures, and business changes
-> X3 <- More SEC Insider Trading (Form 3, 4, 5) Direct buys/sells from executives and institutions
-> X4 <- Broader sector & market news
-> X5 <- Your past analysis on similar companies (specify metrics)
-> X6 <- More financial metrics
-> X7 <- Your past analysis on this exact company
-> X8 <- Something altogether different (explain...)

UPB_IN_23 [2025-04-01 08:27:14 -0400] 126 Bytes | 29 tokens | Cum: 4558 tkns (56.97% of 8k)
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====================================
[2025-04-01 08:27:14] # Analysis Completed
Elapsed Time: 31.64 seconds