pharmaobservatory 0.1.11 → 0.1.12

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@@ -1,7 +1,7 @@
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data/README.md

@@ -39,7 +39,7 @@ Read-only REST API over the Pharma Observatory biomedical data platform. Referen
 This SDK is automatically generated by the [OpenAPI Generator](https://openapi-generator.tech) project:
 
 - API version: 1.0.0
-- Package version: 0.1.11
+- Package version: 0.1.12
 - Generator version: 7.13.0
 - Build package: org.openapitools.codegen.languages.RubyClientCodegen
 
@@ -56,16 +56,16 @@ gem build pharmaobservatory.gemspec
 Then either install the gem locally:
 
 ```shell
-gem install ./pharmaobservatory-0.1.11.gem
+gem install ./pharmaobservatory-0.1.12.gem
 ```
 
-(for development, run `gem install --dev ./pharmaobservatory-0.1.11.gem` to install the development dependencies)
+(for development, run `gem install --dev ./pharmaobservatory-0.1.12.gem` to install the development dependencies)
 
 or publish the gem to a gem hosting service, e.g. [RubyGems](https://rubygems.org/).
 
 Finally add this to the Gemfile:
 
-    gem 'pharmaobservatory', '~> 0.1.11'
+    gem 'pharmaobservatory', '~> 0.1.12'
 
 ### Install from Git
 
@@ -149,7 +149,7 @@ Class | Method | HTTP request | Description
 *PharmaObservatory::CompaniesApi* | [**companies_company_biomarker_capability**](docs/CompaniesApi.md#companies_company_biomarker_capability) | **GET** /api/v1/companies/{id}/company_biomarker_capability | Company biomarker capability
 *PharmaObservatory::CompaniesApi* | [**companies_company_collaborators**](docs/CompaniesApi.md#companies_company_collaborators) | **GET** /api/v1/companies/{id}/company_collaborators | Company study collaborators by disease area
 *PharmaObservatory::CompaniesApi* | [**companies_company_competitor_activity**](docs/CompaniesApi.md#companies_company_competitor_activity) | **GET** /api/v1/companies/{id}/company_competitor_activity | Company competitor activity by disease area
-*PharmaObservatory::CompaniesApi* | [**companies_company_competitors**](docs/CompaniesApi.md#companies_company_competitors) | **GET** /api/v1/companies/{id}/company_competitors | Company competitors
+*PharmaObservatory::CompaniesApi* | [**companies_company_competitors**](docs/CompaniesApi.md#companies_company_competitors) | **GET** /api/v1/companies/{id}/company_competitors | Company program overlap
 *PharmaObservatory::CompaniesApi* | [**companies_company_financials**](docs/CompaniesApi.md#companies_company_financials) | **GET** /api/v1/companies/{id}/company_financials | Company SEC financials
 *PharmaObservatory::CompaniesApi* | [**companies_company_firmographics**](docs/CompaniesApi.md#companies_company_firmographics) | **GET** /api/v1/companies/{id}/company_firmographics | Company firmographics
 *PharmaObservatory::CompaniesApi* | [**companies_company_funding_events**](docs/CompaniesApi.md#companies_company_funding_events) | **GET** /api/v1/companies/{id}/company_funding_events | Company funding events
@@ -276,7 +276,7 @@ Class | Method | HTTP request | Description
 *PharmaObservatory::InvestorsApi* | [**investors_get**](docs/InvestorsApi.md#investors_get) | **GET** /api/v1/investors/{id} | One investor
 *PharmaObservatory::InvestorsApi* | [**investors_institutional_holdings**](docs/InvestorsApi.md#investors_institutional_holdings) | **GET** /api/v1/investors/{id}/institutional_holdings | Institutional holdings (SEC Form 13F)
 *PharmaObservatory::InvestorsApi* | [**investors_investor_funds**](docs/InvestorsApi.md#investors_investor_funds) | **GET** /api/v1/investors/{id}/investor_funds | Investor private funds by type
-*PharmaObservatory::InvestorsApi* | [**investors_investor_portfolio**](docs/InvestorsApi.md#investors_investor_portfolio) | **GET** /api/v1/investors/{id}/investor_portfolio | Investor portfolio (offering filings)
+*PharmaObservatory::InvestorsApi* | [**investors_investor_portfolio**](docs/InvestorsApi.md#investors_investor_portfolio) | **GET** /api/v1/investors/{id}/investor_portfolio | Investor portfolio (offering filings and investor websites)
 *PharmaObservatory::InvestorsApi* | [**investors_investor_private_funds**](docs/InvestorsApi.md#investors_investor_private_funds) | **GET** /api/v1/investors/{id}/investor_private_funds | Investor private funds
 *PharmaObservatory::InvestorsApi* | [**investors_list**](docs/InvestorsApi.md#investors_list) | **GET** /api/v1/investors | List investors
 *PharmaObservatory::InvestorsApi* | [**investors_managers**](docs/InvestorsApi.md#investors_managers) | **GET** /api/v1/investors/{id}/managers | Institutional managers (SEC Form 13F)

data/docs/CompaniesApi.md

@@ -15,7 +15,7 @@ All URIs are relative to *https://pharmaobservatory.com*
 | [**companies_company_biomarker_capability**](CompaniesApi.md#companies_company_biomarker_capability) | **GET** /api/v1/companies/{id}/company_biomarker_capability | Company biomarker capability |
 | [**companies_company_collaborators**](CompaniesApi.md#companies_company_collaborators) | **GET** /api/v1/companies/{id}/company_collaborators | Company study collaborators by disease area |
 | [**companies_company_competitor_activity**](CompaniesApi.md#companies_company_competitor_activity) | **GET** /api/v1/companies/{id}/company_competitor_activity | Company competitor activity by disease area |
-| [**companies_company_competitors**](CompaniesApi.md#companies_company_competitors) | **GET** /api/v1/companies/{id}/company_competitors | Company competitors |
+| [**companies_company_competitors**](CompaniesApi.md#companies_company_competitors) | **GET** /api/v1/companies/{id}/company_competitors | Company program overlap |
 | [**companies_company_financials**](CompaniesApi.md#companies_company_financials) | **GET** /api/v1/companies/{id}/company_financials | Company SEC financials |
 | [**companies_company_firmographics**](CompaniesApi.md#companies_company_firmographics) | **GET** /api/v1/companies/{id}/company_firmographics | Company firmographics |
 | [**companies_company_funding_events**](CompaniesApi.md#companies_company_funding_events) | **GET** /api/v1/companies/{id}/company_funding_events | Company funding events |
@@ -965,7 +965,7 @@ end
 
 > <CompanyCompetitorsResponse> companies_company_competitors(id, opts)
 
-Company competitors
+Company program overlap
 
 ### Examples
 
@@ -990,7 +990,7 @@ opts = {
 }
 
 begin
-  # Company competitors
+  # Company program overlap
   result = api_instance.companies_company_competitors(id, opts)
   p result
 rescue PharmaObservatory::ApiError => e
@@ -1006,7 +1006,7 @@ This returns an Array which contains the response data, status code and headers.
 
 ```ruby
 begin
-  # Company competitors
+  # Company program overlap
   data, status_code, headers = api_instance.companies_company_competitors_with_http_info(id, opts)
   p status_code # => 2xx
   p headers # => { ... }

data/docs/CompaniesRow.md

@@ -6,7 +6,7 @@
 | ---- | ---- | ----------- | ----- |
 | **company_id** | **String** | The company key (company:<key>). | [optional] |
 | **company_name** | **String** | The company's display name: its own legal entity's name where one is known. | [optional] |
-| **name_basis** | **String** | Which source supplied the name: gleif_legal_name, edgar_registrant, ror or sponsor_display_name. | [optional] |
+| **name_basis** | **String** | Which source supplied the name: gleif_legal_name, edgar_registrant, ror, edgar_current_name or sponsor_display_name. | [optional] |
 | **country** | **String** | Country of the company's own legal entity, as the source states it. | [optional] |
 | **org_type** | **String** | The organization type of the company's representative record: Academic, Government, Hospital, Industry, Nonprofit or Other (from the Research Organization Registry (ROR) record or the filing), or the lowercase tags investor and manufacturer that mark a minted adviser or manufacturer record. | [optional] |
 | **org_kinds** | **Array<String>** | The roles the company's organizations play (Manufacturer, Sponsor and so on). | [optional] |

data/docs/CompanyAssetsRow.md

@@ -17,6 +17,8 @@
 | **n_active** | **Integer** | Of those trials, the number recruiting, not yet recruiting, active or enrolling by invitation. | [optional] |
 | **last_year** | **Integer** | Latest start year among those trials. | [optional] |
 | **withdrawn** | **Boolean** | True when the drug has been withdrawn from the market. | [optional] |
+| **owned** | **Boolean** | True when the sponsor is judged to develop the drug (an experimental arm, a regulatory holder, or an inferred lead); false when it is the backbone or comparator of a combination, one of many leads of a crowded drug, or not the holder of a generic. Every row is kept; this column labels it. | [optional] |
+| **ownership_basis** | **String** | Why owned is what it is: experimental_arm, regulatory_holder or inferred_lead (owned), or backbone, comparator, crowded_not_lead or generic_not_holder (not owned). inferred_lead is an inference made where the trials give no arm evidence either way. | [optional] |
 
 ## Example
 
@@ -36,7 +38,9 @@ instance = PharmaObservatory::CompanyAssetsRow.new(
   n_trials: null,
   n_active: null,
   last_year: null,
-  withdrawn: null
+  withdrawn: null,
+  owned: null,
+  ownership_basis: null
 )
 ```
 

data/docs/CompanyCompetitorsRow.md

@@ -12,7 +12,9 @@
 | **competitor_company_name** | **String** | Display name of the competitor's company. | [optional] |
 | **competitor_group_id** | **String** | Group level: the competitor's current ultimate parent; a root's group is itself. | [optional] |
 | **competitor_group_name** | **String** | Display name of the competitor's group. | [optional] |
-| **competitor_rank** | **Integer** | The competitor's rank for the company by competitor_score (1 is the highest). | [optional] |
+| **competitor_class** | **String** | The competitor's class: industry, or non_industry (not classed as industry by the sponsor-class rule: academic, hospital, government, nonprofit, and any record the rule does not reach). competitor_rank restarts at 1 within each class, so filter or sort on this column first. | [optional] |
+| **n_class_candidates** | **Integer** | How many companies of this competitor_class were candidates (a shared target, or an indication overlap above the similarity floor) before the top 25 were kept. The same value on every row of one company and class. | [optional] |
+| **competitor_rank** | **Integer** | The competitor's rank within its competitor_class for the company by competitor_score (1 is the highest). | [optional] |
 | **competitor_score** | **Float** | 100 times the weighted mean of the four similarities below, rounded to four places. | [optional] |
 | **target_sim** | **Float** | Jaccard similarity, 0 to 1, of the two companies' molecular target sets. | [optional] |
 | **mechanism_sim** | **Float** | Jaccard similarity, 0 to 1, of their mechanism sets (a target and its action). | [optional] |
@@ -44,6 +46,8 @@ instance = PharmaObservatory::CompanyCompetitorsRow.new(
   competitor_company_name: null,
   competitor_group_id: null,
   competitor_group_name: null,
+  competitor_class: null,
+  n_class_candidates: null,
   competitor_rank: null,
   competitor_score: null,
   target_sim: null,

data/docs/CompanyProgramsRow.md

@@ -20,6 +20,8 @@
 | **last_year** | **Integer** | Latest trial start year. | [optional] |
 | **withdrawn** | **Boolean** | True when the drug has been withdrawn. | [optional] |
 | **lifecycle** | **String** | approved, active or abandoned. | [optional] |
+| **owned** | **Boolean** | True when the sponsor is judged to develop the drug (an experimental arm, a regulatory holder, or an inferred lead); false when it is the backbone or comparator of a combination, one of many leads of a crowded drug, or not the holder of a generic. Every row is kept; this column labels it. | [optional] |
+| **ownership_basis** | **String** | Why owned is what it is: experimental_arm, regulatory_holder or inferred_lead (owned), or backbone, comparator, crowded_not_lead or generic_not_holder (not owned). inferred_lead is an inference made where the trials give no arm evidence either way. | [optional] |
 | **dalys_millions** | **Float** | Disability-adjusted life years (DALYs, millions) of the condition's global burden, from the Global Burden of Disease (GBD) 2021 study of the Institute for Health Metrics and Evaluation (IHME). Null for a caller without the licence for this column; see withheld_columns. | [optional] |
 
 ## Example
@@ -44,6 +46,8 @@ instance = PharmaObservatory::CompanyProgramsRow.new(
   last_year: null,
   withdrawn: null,
   lifecycle: null,
+  owned: null,
+  ownership_basis: null,
   dalys_millions: null
 )
 ```

data/docs/InvestorPortfolioRow.md

@@ -5,17 +5,31 @@
 | Name | Type | Description | Notes |
 | ---- | ---- | ----------- | ----- |
 | **investor_id** | **String** | The investor key. | [optional] |
-| **issuer_cik** | **String** | The issuer's SEC Central Index Key (CIK), ten digits. | [optional] |
-| **issuer_name** | **String** | The issuer's name: its organization record's name, else the SEC company name. | [optional] |
-| **issuer_org_id** | **String** | Legal-entity level: the issuer's organization record (null when unresolved). | [optional] |
-| **issuer_company_id** | **String** | Company level: the issuer's company (null when unresolved). | [optional] |
-| **issuer_company_name** | **String** | Display name of the issuer's company. | [optional] |
-| **issuer_group_id** | **String** | Group level: the issuer's current ultimate parent; a root's group is itself. | [optional] |
-| **issuer_group_name** | **String** | Display name of the issuer's group. | [optional] |
-| **relationship_types** | **Array<String>** | How the investor is named against the issuer: holder_5pct (a 5 percent holder) or selling_stockholder. | [optional] |
-| **edge_count** | **Integer** | Filing mentions behind the row, across every filing and relationship type. | [optional] |
-| **first_observed_date** | **Date** | The earliest filing date the investor was named against the issuer. | [optional] |
-| **last_observed_date** | **Date** | The latest filing date the investor was named against the issuer. | [optional] |
+| **company_key** | **String** | The company's key on this dataset: its organization id where it resolves, else the SEC CIK, else investor_site: followed by the normalized name as printed on the investor's page. | [optional] |
+| **company_key_kind** | **String** | What company_key is: org, cik or investor_site. | [optional] |
+| **sources** | **Array<String>** | Where the row comes from: sec_edgar (S-1 and 424B holder tables), investor_site (the investor's own portfolio page), or both. | [optional] |
+| **issuer_cik** | **String** | The issuer's SEC Central Index Key (CIK), ten digits. Null for a row only the investor's website names. | [optional] |
+| **issuer_name** | **String** | The company's name: its organization record's name, else the SEC company name, else the name as printed on the investor's page. | [optional] |
+| **company_name_as_listed** | **String** | The company's name as printed on the investor's own portfolio page. Null for a row only SEC filings name. | [optional] |
+| **company_website_url** | **String** | The company's website as linked on the investor's own portfolio page. Null when the page gave none. | [optional] |
+| **issuer_org_id** | **String** | Legal-entity level: the company's organization record (null when unresolved). | [optional] |
+| **issuer_company_id** | **String** | Company level: the company's record (null when unresolved). | [optional] |
+| **issuer_company_name** | **String** | Display name of the company. | [optional] |
+| **issuer_group_id** | **String** | Group level: the company's current ultimate parent; a root's group is itself. | [optional] |
+| **issuer_group_name** | **String** | Display name of the company's group. | [optional] |
+| **relationship_types** | **Array<String>** | How the investor is tied to the company: holder_5pct (a 5 percent holder) or selling_stockholder from filings, and portfolio_listed_current, portfolio_listed_realized, portfolio_listed_exited or portfolio_listed (no status printed) from the investor's own page. | [optional] |
+| **edge_count** | **Integer** | Filing mentions behind the row, across every filing and relationship type. 0 for a row only the investor's website names. | [optional] |
+| **first_observed_date** | **Date** | The earliest filing date the investor was named against the issuer. Null for a row only the investor's website names. | [optional] |
+| **last_observed_date** | **Date** | The latest filing date the investor was named against the issuer. Null for a row only the investor's website names. | [optional] |
+| **listed_from** | **Date** | The retrieval date of the first crawl of the investor's own portfolio page that listed the company (a crawl date, not an investment date). Null for a row only SEC filings name. | [optional] |
+| **listed_to** | **Date** | The retrieval date of the first later crawl that did not list the company, or the date the page went away. Null while the company is still listed, and for a row only SEC filings name. | [optional] |
+| **removal_reason** | **String** | Why listed_to is set: absent_from_later_version (a later crawl of the page omitted the company) or page_gone (the page went away). Null exactly when listed_to is null. | [optional] |
+| **is_removed** | **Boolean** | True when the investor's own page no longer lists the company (listed_to is set). SEC filings do not reopen it. | [optional] |
+| **status_on_page** | **String** | The status the investor's page states for the company, verbatim: current, realized, exited or unknown (the page listed it with no status). Null for a row only SEC filings name. | [optional] |
+| **status_date** | **String** | The date the page itself prints for the status, as printed (for example 2024 or March 2024). Null unless the page printed one. | [optional] |
+| **status_first_observed_at** | **Date** | The date we first saw this status for the company on the investor's page: an observation date, never the date the event happened. | [optional] |
+| **source_url** | **String** | The address of the investor's portfolio page the listing was read from. Null for a row only SEC filings name. | [optional] |
+| **site_last_retrieved_at** | **Time** | When the investor's portfolio page was last retrieved with the company listed on it, in UTC. | [optional] |
 | **is_life_sciences_issuer** | **Boolean** | True when the issuer's SIC (Standard Industrial Classification) code is a life-sciences code, false when it is another code, null when the issuer has no SIC evidence. | [optional] |
 
 ## Example
@@ -25,8 +39,13 @@ require 'pharmaobservatory'
 
 instance = PharmaObservatory::InvestorPortfolioRow.new(
   investor_id: null,
+  company_key: null,
+  company_key_kind: null,
+  sources: null,
   issuer_cik: null,
   issuer_name: null,
+  company_name_as_listed: null,
+  company_website_url: null,
   issuer_org_id: null,
   issuer_company_id: null,
   issuer_company_name: null,
@@ -36,6 +55,15 @@ instance = PharmaObservatory::InvestorPortfolioRow.new(
   edge_count: null,
   first_observed_date: null,
   last_observed_date: null,
+  listed_from: null,
+  listed_to: null,
+  removal_reason: null,
+  is_removed: null,
+  status_on_page: null,
+  status_date: null,
+  status_first_observed_at: null,
+  source_url: null,
+  site_last_retrieved_at: null,
   is_life_sciences_issuer: null
 )
 ```

data/docs/InvestorsApi.md

@@ -7,7 +7,7 @@ All URIs are relative to *https://pharmaobservatory.com*
 | [**investors_get**](InvestorsApi.md#investors_get) | **GET** /api/v1/investors/{id} | One investor |
 | [**investors_institutional_holdings**](InvestorsApi.md#investors_institutional_holdings) | **GET** /api/v1/investors/{id}/institutional_holdings | Institutional holdings (SEC Form 13F) |
 | [**investors_investor_funds**](InvestorsApi.md#investors_investor_funds) | **GET** /api/v1/investors/{id}/investor_funds | Investor private funds by type |
-| [**investors_investor_portfolio**](InvestorsApi.md#investors_investor_portfolio) | **GET** /api/v1/investors/{id}/investor_portfolio | Investor portfolio (offering filings) |
+| [**investors_investor_portfolio**](InvestorsApi.md#investors_investor_portfolio) | **GET** /api/v1/investors/{id}/investor_portfolio | Investor portfolio (offering filings and investor websites) |
 | [**investors_investor_private_funds**](InvestorsApi.md#investors_investor_private_funds) | **GET** /api/v1/investors/{id}/investor_private_funds | Investor private funds |
 | [**investors_list**](InvestorsApi.md#investors_list) | **GET** /api/v1/investors | List investors |
 | [**investors_managers**](InvestorsApi.md#investors_managers) | **GET** /api/v1/investors/{id}/managers | Institutional managers (SEC Form 13F) |
@@ -243,7 +243,7 @@ end
 
 > <InvestorPortfolioResponse> investors_investor_portfolio(id, opts)
 
-Investor portfolio (offering filings)
+Investor portfolio (offering filings and investor websites)
 
 ### Examples
 
@@ -267,7 +267,7 @@ opts = {
 }
 
 begin
-  # Investor portfolio (offering filings)
+  # Investor portfolio (offering filings and investor websites)
   result = api_instance.investors_investor_portfolio(id, opts)
   p result
 rescue PharmaObservatory::ApiError => e
@@ -283,7 +283,7 @@ This returns an Array which contains the response data, status code and headers.
 
 ```ruby
 begin
-  # Investor portfolio (offering filings)
+  # Investor portfolio (offering filings and investor websites)
   data, status_code, headers = api_instance.investors_investor_portfolio_with_http_info(id, opts)
   p status_code # => 2xx
   p headers # => { ... }

data/docs/InvestorsRow.md

@@ -16,7 +16,8 @@
 | **is_life_sciences_focused_basis** | **String** | Where is_life_sciences_focused came from: human or agent (a recorded classification), override (a curator's call), edge_share (the share of its portfolio edges in life-sciences issuers) or classifier (the Form 13F biomedical value share). Null exactly when the flag is null. | [optional] |
 | **private_fund_count** | **Integer** | Private funds the adviser reports on Form ADV Item 7.B. | [optional] |
 | **total_private_fund_gav** | **Float** | The adviser's total private-fund gross asset value (GAV) in whole US dollars, a firm-level figure. | [optional] |
-| **portfolio_co_count** | **Integer** | Distinct portfolio companies named against the investor in S-1 and 424B offering holder tables. 0 usually means no named-holder link was observed. | [optional] |
+| **portfolio_co_count** | **Integer** | Distinct portfolio companies named against the investor in S-1 and 424B offering holder tables or listed on the investor's own portfolio page, not marked removed there. 0 usually means no named-holder link or website listing was observed. | [optional] |
+| **portfolio_co_removed_count** | **Integer** | Distinct portfolio companies the investor's own portfolio page listed in an earlier crawl and no longer lists. portfolio_co_count and this count sum to the investor's rows in investor_portfolio. | [optional] |
 | **holdings_position_count** | **Integer** | Current Form 13F positions reported by the managers that resolve to this investor, summed over its manager keys. 0 when none resolves. | [optional] |
 | **website_url** | **String** | The adviser's own website from Form ADV Schedule D Section 1.I (scheme and host lower-cased, path kept). Null for an agency and for an adviser whose only listed pages are social-media pages. | [optional] |
 | **website_domain** | **String** | The host of website_url with the scheme, any port and a leading www stripped, lower-cased. It is never a social-media host. | [optional] |
@@ -46,6 +47,7 @@ instance = PharmaObservatory::InvestorsRow.new(
   private_fund_count: null,
   total_private_fund_gav: null,
   portfolio_co_count: null,
+  portfolio_co_removed_count: null,
   holdings_position_count: null,
   website_url: null,
   website_domain: null,

data/docs/ProgramLicensingCandidatesRow.md

@@ -21,6 +21,8 @@
 | **last_year** | **Integer** | Latest trial start year. | [optional] |
 | **last_update_year** | **Integer** | Year the program's most recently updated trial record was posted. | [optional] |
 | **withdrawn** | **Boolean** | True when the drug has been withdrawn. | [optional] |
+| **owned** | **Boolean** | True when the sponsor is judged to develop the drug (an experimental arm, a regulatory holder, or an inferred lead); false when it is the backbone or comparator of a combination, one of many leads of a crowded drug, or not the holder of a generic. Every row is kept; this column labels it. | [optional] |
+| **ownership_basis** | **String** | Why owned is what it is: experimental_arm, regulatory_holder or inferred_lead (owned), or backbone, comparator, crowded_not_lead or generic_not_holder (not owned). inferred_lead is an inference made where the trials give no arm evidence either way. | [optional] |
 | **cause_name** | **String** | The Global Burden of Disease cause matched to the condition. | [optional] |
 | **dalys_millions** | **Float** | Global disability-adjusted life years for the matched cause, in millions. | [optional] |
 | **deaths_millions** | **Float** | Global deaths for the matched cause, in millions. | [optional] |
@@ -49,6 +51,8 @@ instance = PharmaObservatory::ProgramLicensingCandidatesRow.new(
   last_year: null,
   last_update_year: null,
   withdrawn: null,
+  owned: null,
+  ownership_basis: null,
   cause_name: null,
   dalys_millions: null,
   deaths_millions: null,

data/lib/pharmaobservatory/api/companies_api.rb

@@ -1020,7 +1020,7 @@ module PharmaObservatory
       return data, status_code, headers
     end
 
-    # Company competitors
+    # Company program overlap
     # @param id [String] 
     # @param [Hash] opts the optional parameters
     # @option opts [String] :cursor The next_cursor of the previous page. Opaque; it is bound to the filters and the warehouse build that issued it.
@@ -1035,7 +1035,7 @@ module PharmaObservatory
       data
     end
 
-    # Company competitors
+    # Company program overlap
     # @param id [String] 
     # @param [Hash] opts the optional parameters
     # @option opts [String] :cursor The next_cursor of the previous page. Opaque; it is bound to the filters and the warehouse build that issued it.

data/lib/pharmaobservatory/api/investors_api.rb

@@ -248,7 +248,7 @@ module PharmaObservatory
       return data, status_code, headers
     end
 
-    # Investor portfolio (offering filings)
+    # Investor portfolio (offering filings and investor websites)
     # @param id [String] 
     # @param [Hash] opts the optional parameters
     # @option opts [String] :cursor The next_cursor of the previous page. Opaque; it is bound to the filters and the warehouse build that issued it.
@@ -262,7 +262,7 @@ module PharmaObservatory
       data
     end
 
-    # Investor portfolio (offering filings)
+    # Investor portfolio (offering filings and investor websites)
     # @param id [String] 
     # @param [Hash] opts the optional parameters
     # @option opts [String] :cursor The next_cursor of the previous page. Opaque; it is bound to the filters and the warehouse build that issued it.

data/lib/pharmaobservatory/models/companies_row.rb

@@ -22,7 +22,7 @@ module PharmaObservatory
     # The company's display name: its own legal entity's name where one is known.
     attr_accessor :company_name
 
-    # Which source supplied the name: gleif_legal_name, edgar_registrant, ror or sponsor_display_name.
+    # Which source supplied the name: gleif_legal_name, edgar_registrant, ror, edgar_current_name or sponsor_display_name.
     attr_accessor :name_basis
 
     # Country of the company's own legal entity, as the source states it.

data/lib/pharmaobservatory/models/company_assets_row.rb

@@ -55,6 +55,12 @@ module PharmaObservatory
     # True when the drug has been withdrawn from the market.
     attr_accessor :withdrawn
 
+    # True when the sponsor is judged to develop the drug (an experimental arm, a regulatory holder, or an inferred lead); false when it is the backbone or comparator of a combination, one of many leads of a crowded drug, or not the holder of a generic. Every row is kept; this column labels it.
+    attr_accessor :owned
+
+    # Why owned is what it is: experimental_arm, regulatory_holder or inferred_lead (owned), or backbone, comparator, crowded_not_lead or generic_not_holder (not owned). inferred_lead is an inference made where the trials give no arm evidence either way.
+    attr_accessor :ownership_basis
+
     # Attribute mapping from ruby-style variable name to JSON key.
     def self.attribute_map
       {
@@ -70,7 +76,9 @@ module PharmaObservatory
         :'n_trials' => :'n_trials',
         :'n_active' => :'n_active',
         :'last_year' => :'last_year',
-        :'withdrawn' => :'withdrawn'
+        :'withdrawn' => :'withdrawn',
+        :'owned' => :'owned',
+        :'ownership_basis' => :'ownership_basis'
       }
     end
 
@@ -99,7 +107,9 @@ module PharmaObservatory
         :'n_trials' => :'Integer',
         :'n_active' => :'Integer',
         :'last_year' => :'Integer',
-        :'withdrawn' => :'Boolean'
+        :'withdrawn' => :'Boolean',
+        :'owned' => :'Boolean',
+        :'ownership_basis' => :'String'
       }
     end
 
@@ -118,7 +128,9 @@ module PharmaObservatory
         :'n_trials',
         :'n_active',
         :'last_year',
-        :'withdrawn'
+        :'withdrawn',
+        :'owned',
+        :'ownership_basis'
       ])
     end
 
@@ -189,6 +201,14 @@ module PharmaObservatory
       if attributes.key?(:'withdrawn')
         self.withdrawn = attributes[:'withdrawn']
       end
+
+      if attributes.key?(:'owned')
+        self.owned = attributes[:'owned']
+      end
+
+      if attributes.key?(:'ownership_basis')
+        self.ownership_basis = attributes[:'ownership_basis']
+      end
     end
 
     # Show invalid properties with the reasons. Usually used together with valid?
@@ -223,7 +243,9 @@ module PharmaObservatory
           n_trials == o.n_trials &&
           n_active == o.n_active &&
           last_year == o.last_year &&
-          withdrawn == o.withdrawn
+          withdrawn == o.withdrawn &&
+          owned == o.owned &&
+          ownership_basis == o.ownership_basis
     end
 
     # @see the `==` method
@@ -235,7 +257,7 @@ module PharmaObservatory
     # Calculates hash code according to all attributes.
     # @return [Integer] Hash code
     def hash
-      [sponsor_org_id, sponsor_name, sponsor_company_id, sponsor_company_name, sponsor_group_id, sponsor_group_name, drug_id, drug_name, max_phase, n_trials, n_active, last_year, withdrawn].hash
+      [sponsor_org_id, sponsor_name, sponsor_company_id, sponsor_company_name, sponsor_group_id, sponsor_group_name, drug_id, drug_name, max_phase, n_trials, n_active, last_year, withdrawn, owned, ownership_basis].hash
     end
 
     # Builds the object from hash

data/lib/pharmaobservatory/models/company_competitors_row.rb

@@ -14,7 +14,7 @@ require 'date'
 require 'time'
 
 module PharmaObservatory
-  # One row of the company_competitors dataset: one row per ordered company pair: a company and one of its top 25 competitors. A grouped request returns the group columns and the measures instead, as additional properties.
+  # One row of the company_competitors dataset: one row per ordered company pair: a company and one of the top 25 companies of each competitor_class by program overlap. A grouped request returns the group columns and the measures instead, as additional properties.
   class CompanyCompetitorsRow
     # Company level: the company the row is about; the entry key for the companies object type.
     attr_accessor :company_id
@@ -40,7 +40,13 @@ module PharmaObservatory
     # Display name of the competitor's group.
     attr_accessor :competitor_group_name
 
-    # The competitor's rank for the company by competitor_score (1 is the highest).
+    # The competitor's class: industry, or non_industry (not classed as industry by the sponsor-class rule: academic, hospital, government, nonprofit, and any record the rule does not reach). competitor_rank restarts at 1 within each class, so filter or sort on this column first.
+    attr_accessor :competitor_class
+
+    # How many companies of this competitor_class were candidates (a shared target, or an indication overlap above the similarity floor) before the top 25 were kept. The same value on every row of one company and class.
+    attr_accessor :n_class_candidates
+
+    # The competitor's rank within its competitor_class for the company by competitor_score (1 is the highest).
     attr_accessor :competitor_rank
 
     # 100 times the weighted mean of the four similarities below, rounded to four places.
@@ -102,6 +108,8 @@ module PharmaObservatory
         :'competitor_company_name' => :'competitor_company_name',
         :'competitor_group_id' => :'competitor_group_id',
         :'competitor_group_name' => :'competitor_group_name',
+        :'competitor_class' => :'competitor_class',
+        :'n_class_candidates' => :'n_class_candidates',
         :'competitor_rank' => :'competitor_rank',
         :'competitor_score' => :'competitor_score',
         :'target_sim' => :'target_sim',
@@ -143,6 +151,8 @@ module PharmaObservatory
         :'competitor_company_name' => :'String',
         :'competitor_group_id' => :'String',
         :'competitor_group_name' => :'String',
+        :'competitor_class' => :'String',
+        :'n_class_candidates' => :'Integer',
         :'competitor_rank' => :'Integer',
         :'competitor_score' => :'Float',
         :'target_sim' => :'Float',
@@ -174,6 +184,8 @@ module PharmaObservatory
         :'competitor_company_name',
         :'competitor_group_id',
         :'competitor_group_name',
+        :'competitor_class',
+        :'n_class_candidates',
         :'competitor_rank',
         :'competitor_score',
         :'target_sim',
@@ -242,6 +254,14 @@ module PharmaObservatory
         self.competitor_group_name = attributes[:'competitor_group_name']
       end
 
+      if attributes.key?(:'competitor_class')
+        self.competitor_class = attributes[:'competitor_class']
+      end
+
+      if attributes.key?(:'n_class_candidates')
+        self.n_class_candidates = attributes[:'n_class_candidates']
+      end
+
       if attributes.key?(:'competitor_rank')
         self.competitor_rank = attributes[:'competitor_rank']
       end
@@ -345,6 +365,8 @@ module PharmaObservatory
           competitor_company_name == o.competitor_company_name &&
           competitor_group_id == o.competitor_group_id &&
           competitor_group_name == o.competitor_group_name &&
+          competitor_class == o.competitor_class &&
+          n_class_candidates == o.n_class_candidates &&
           competitor_rank == o.competitor_rank &&
           competitor_score == o.competitor_score &&
           target_sim == o.target_sim &&
@@ -373,7 +395,7 @@ module PharmaObservatory
     # Calculates hash code according to all attributes.
     # @return [Integer] Hash code
     def hash
-      [company_id, company_name, group_id, group_name, competitor_company_id, competitor_company_name, competitor_group_id, competitor_group_name, competitor_rank, competitor_score, target_sim, mechanism_sim, indication_sim, phase_sim, n_shared_targets, n_shared_mechanisms, n_shared_indications, n_phase_overlap_targets, n_company_targets, n_competitor_targets, n_company_indications, n_competitor_indications, top_shared_targets, top_shared_indications, top_shared_mechanisms].hash
+      [company_id, company_name, group_id, group_name, competitor_company_id, competitor_company_name, competitor_group_id, competitor_group_name, competitor_class, n_class_candidates, competitor_rank, competitor_score, target_sim, mechanism_sim, indication_sim, phase_sim, n_shared_targets, n_shared_mechanisms, n_shared_indications, n_phase_overlap_targets, n_company_targets, n_competitor_targets, n_company_indications, n_competitor_indications, top_shared_targets, top_shared_indications, top_shared_mechanisms].hash
     end
 
     # Builds the object from hash

data/lib/pharmaobservatory/models/company_programs_row.rb

@@ -64,6 +64,12 @@ module PharmaObservatory
     # approved, active or abandoned.
     attr_accessor :lifecycle
 
+    # True when the sponsor is judged to develop the drug (an experimental arm, a regulatory holder, or an inferred lead); false when it is the backbone or comparator of a combination, one of many leads of a crowded drug, or not the holder of a generic. Every row is kept; this column labels it.
+    attr_accessor :owned
+
+    # Why owned is what it is: experimental_arm, regulatory_holder or inferred_lead (owned), or backbone, comparator, crowded_not_lead or generic_not_holder (not owned). inferred_lead is an inference made where the trials give no arm evidence either way.
+    attr_accessor :ownership_basis
+
     # Disability-adjusted life years (DALYs, millions) of the condition's global burden, from the Global Burden of Disease (GBD) 2021 study of the Institute for Health Metrics and Evaluation (IHME). Null for a caller without the licence for this column; see withheld_columns.
     attr_accessor :dalys_millions
 
@@ -86,6 +92,8 @@ module PharmaObservatory
         :'last_year' => :'last_year',
         :'withdrawn' => :'withdrawn',
         :'lifecycle' => :'lifecycle',
+        :'owned' => :'owned',
+        :'ownership_basis' => :'ownership_basis',
         :'dalys_millions' => :'dalys_millions'
       }
     end
@@ -119,6 +127,8 @@ module PharmaObservatory
         :'last_year' => :'Integer',
         :'withdrawn' => :'Boolean',
         :'lifecycle' => :'String',
+        :'owned' => :'Boolean',
+        :'ownership_basis' => :'String',
         :'dalys_millions' => :'Float'
       }
     end
@@ -142,6 +152,8 @@ module PharmaObservatory
         :'last_year',
         :'withdrawn',
         :'lifecycle',
+        :'owned',
+        :'ownership_basis',
         :'dalys_millions'
       ])
     end
@@ -226,6 +238,14 @@ module PharmaObservatory
         self.lifecycle = attributes[:'lifecycle']
       end
 
+      if attributes.key?(:'owned')
+        self.owned = attributes[:'owned']
+      end
+
+      if attributes.key?(:'ownership_basis')
+        self.ownership_basis = attributes[:'ownership_basis']
+      end
+
       if attributes.key?(:'dalys_millions')
         self.dalys_millions = attributes[:'dalys_millions']
       end
@@ -267,6 +287,8 @@ module PharmaObservatory
           last_year == o.last_year &&
           withdrawn == o.withdrawn &&
           lifecycle == o.lifecycle &&
+          owned == o.owned &&
+          ownership_basis == o.ownership_basis &&
           dalys_millions == o.dalys_millions
     end
 
@@ -279,7 +301,7 @@ module PharmaObservatory
     # Calculates hash code according to all attributes.
     # @return [Integer] Hash code
     def hash
-      [sponsor_org_id, sponsor_name, sponsor_company_id, sponsor_company_name, sponsor_group_id, sponsor_group_name, drug_id, drug_name, condition_id, condition_name, max_phase, n_trials, n_active, last_year, withdrawn, lifecycle, dalys_millions].hash
+      [sponsor_org_id, sponsor_name, sponsor_company_id, sponsor_company_name, sponsor_group_id, sponsor_group_name, drug_id, drug_name, condition_id, condition_name, max_phase, n_trials, n_active, last_year, withdrawn, lifecycle, owned, ownership_basis, dalys_millions].hash
     end
 
     # Builds the object from hash

data/lib/pharmaobservatory/models/investor_portfolio_row.rb

@@ -14,44 +14,86 @@ require 'date'
 require 'time'
 
 module PharmaObservatory
-  # One row of the investor_portfolio dataset: one row per investor and issuer CIK (the SEC's Central Index Key). A grouped request returns the group columns and the measures instead, as additional properties.
+  # One row of the investor_portfolio dataset: one row per investor and company key (the organization id where the company resolves, else the SEC Central Index Key, else the name as printed on the investor's page). A grouped request returns the group columns and the measures instead, as additional properties.
   class InvestorPortfolioRow
     # The investor key.
     attr_accessor :investor_id
 
-    # The issuer's SEC Central Index Key (CIK), ten digits.
+    # The company's key on this dataset: its organization id where it resolves, else the SEC CIK, else investor_site: followed by the normalized name as printed on the investor's page.
+    attr_accessor :company_key
+
+    # What company_key is: org, cik or investor_site.
+    attr_accessor :company_key_kind
+
+    # Where the row comes from: sec_edgar (S-1 and 424B holder tables), investor_site (the investor's own portfolio page), or both.
+    attr_accessor :sources
+
+    # The issuer's SEC Central Index Key (CIK), ten digits. Null for a row only the investor's website names.
     attr_accessor :issuer_cik
 
-    # The issuer's name: its organization record's name, else the SEC company name.
+    # The company's name: its organization record's name, else the SEC company name, else the name as printed on the investor's page.
     attr_accessor :issuer_name
 
-    # Legal-entity level: the issuer's organization record (null when unresolved).
+    # The company's name as printed on the investor's own portfolio page. Null for a row only SEC filings name.
+    attr_accessor :company_name_as_listed
+
+    # The company's website as linked on the investor's own portfolio page. Null when the page gave none.
+    attr_accessor :company_website_url
+
+    # Legal-entity level: the company's organization record (null when unresolved).
     attr_accessor :issuer_org_id
 
-    # Company level: the issuer's company (null when unresolved).
+    # Company level: the company's record (null when unresolved).
     attr_accessor :issuer_company_id
 
-    # Display name of the issuer's company.
+    # Display name of the company.
     attr_accessor :issuer_company_name
 
-    # Group level: the issuer's current ultimate parent; a root's group is itself.
+    # Group level: the company's current ultimate parent; a root's group is itself.
     attr_accessor :issuer_group_id
 
-    # Display name of the issuer's group.
+    # Display name of the company's group.
     attr_accessor :issuer_group_name
 
-    # How the investor is named against the issuer: holder_5pct (a 5 percent holder) or selling_stockholder.
+    # How the investor is tied to the company: holder_5pct (a 5 percent holder) or selling_stockholder from filings, and portfolio_listed_current, portfolio_listed_realized, portfolio_listed_exited or portfolio_listed (no status printed) from the investor's own page.
     attr_accessor :relationship_types
 
-    # Filing mentions behind the row, across every filing and relationship type.
+    # Filing mentions behind the row, across every filing and relationship type. 0 for a row only the investor's website names.
     attr_accessor :edge_count
 
-    # The earliest filing date the investor was named against the issuer.
+    # The earliest filing date the investor was named against the issuer. Null for a row only the investor's website names.
     attr_accessor :first_observed_date
 
-    # The latest filing date the investor was named against the issuer.
+    # The latest filing date the investor was named against the issuer. Null for a row only the investor's website names.
     attr_accessor :last_observed_date
 
+    # The retrieval date of the first crawl of the investor's own portfolio page that listed the company (a crawl date, not an investment date). Null for a row only SEC filings name.
+    attr_accessor :listed_from
+
+    # The retrieval date of the first later crawl that did not list the company, or the date the page went away. Null while the company is still listed, and for a row only SEC filings name.
+    attr_accessor :listed_to
+
+    # Why listed_to is set: absent_from_later_version (a later crawl of the page omitted the company) or page_gone (the page went away). Null exactly when listed_to is null.
+    attr_accessor :removal_reason
+
+    # True when the investor's own page no longer lists the company (listed_to is set). SEC filings do not reopen it.
+    attr_accessor :is_removed
+
+    # The status the investor's page states for the company, verbatim: current, realized, exited or unknown (the page listed it with no status). Null for a row only SEC filings name.
+    attr_accessor :status_on_page
+
+    # The date the page itself prints for the status, as printed (for example 2024 or March 2024). Null unless the page printed one.
+    attr_accessor :status_date
+
+    # The date we first saw this status for the company on the investor's page: an observation date, never the date the event happened.
+    attr_accessor :status_first_observed_at
+
+    # The address of the investor's portfolio page the listing was read from. Null for a row only SEC filings name.
+    attr_accessor :source_url
+
+    # When the investor's portfolio page was last retrieved with the company listed on it, in UTC.
+    attr_accessor :site_last_retrieved_at
+
     # True when the issuer's SIC (Standard Industrial Classification) code is a life-sciences code, false when it is another code, null when the issuer has no SIC evidence.
     attr_accessor :is_life_sciences_issuer
 
@@ -59,8 +101,13 @@ module PharmaObservatory
     def self.attribute_map
       {
         :'investor_id' => :'investor_id',
+        :'company_key' => :'company_key',
+        :'company_key_kind' => :'company_key_kind',
+        :'sources' => :'sources',
         :'issuer_cik' => :'issuer_cik',
         :'issuer_name' => :'issuer_name',
+        :'company_name_as_listed' => :'company_name_as_listed',
+        :'company_website_url' => :'company_website_url',
         :'issuer_org_id' => :'issuer_org_id',
         :'issuer_company_id' => :'issuer_company_id',
         :'issuer_company_name' => :'issuer_company_name',
@@ -70,6 +117,15 @@ module PharmaObservatory
         :'edge_count' => :'edge_count',
         :'first_observed_date' => :'first_observed_date',
         :'last_observed_date' => :'last_observed_date',
+        :'listed_from' => :'listed_from',
+        :'listed_to' => :'listed_to',
+        :'removal_reason' => :'removal_reason',
+        :'is_removed' => :'is_removed',
+        :'status_on_page' => :'status_on_page',
+        :'status_date' => :'status_date',
+        :'status_first_observed_at' => :'status_first_observed_at',
+        :'source_url' => :'source_url',
+        :'site_last_retrieved_at' => :'site_last_retrieved_at',
         :'is_life_sciences_issuer' => :'is_life_sciences_issuer'
       }
     end
@@ -88,8 +144,13 @@ module PharmaObservatory
     def self.openapi_types
       {
         :'investor_id' => :'String',
+        :'company_key' => :'String',
+        :'company_key_kind' => :'String',
+        :'sources' => :'Array<String>',
         :'issuer_cik' => :'String',
         :'issuer_name' => :'String',
+        :'company_name_as_listed' => :'String',
+        :'company_website_url' => :'String',
         :'issuer_org_id' => :'String',
         :'issuer_company_id' => :'String',
         :'issuer_company_name' => :'String',
@@ -99,6 +160,15 @@ module PharmaObservatory
         :'edge_count' => :'Integer',
         :'first_observed_date' => :'Date',
         :'last_observed_date' => :'Date',
+        :'listed_from' => :'Date',
+        :'listed_to' => :'Date',
+        :'removal_reason' => :'String',
+        :'is_removed' => :'Boolean',
+        :'status_on_page' => :'String',
+        :'status_date' => :'String',
+        :'status_first_observed_at' => :'Date',
+        :'source_url' => :'String',
+        :'site_last_retrieved_at' => :'Time',
         :'is_life_sciences_issuer' => :'Boolean'
       }
     end
@@ -107,8 +177,13 @@ module PharmaObservatory
     def self.openapi_nullable
       Set.new([
         :'investor_id',
+        :'company_key',
+        :'company_key_kind',
+        :'sources',
         :'issuer_cik',
         :'issuer_name',
+        :'company_name_as_listed',
+        :'company_website_url',
         :'issuer_org_id',
         :'issuer_company_id',
         :'issuer_company_name',
@@ -118,6 +193,15 @@ module PharmaObservatory
         :'edge_count',
         :'first_observed_date',
         :'last_observed_date',
+        :'listed_from',
+        :'listed_to',
+        :'removal_reason',
+        :'is_removed',
+        :'status_on_page',
+        :'status_date',
+        :'status_first_observed_at',
+        :'source_url',
+        :'site_last_retrieved_at',
         :'is_life_sciences_issuer'
       ])
     end
@@ -142,6 +226,20 @@ module PharmaObservatory
         self.investor_id = attributes[:'investor_id']
       end
 
+      if attributes.key?(:'company_key')
+        self.company_key = attributes[:'company_key']
+      end
+
+      if attributes.key?(:'company_key_kind')
+        self.company_key_kind = attributes[:'company_key_kind']
+      end
+
+      if attributes.key?(:'sources')
+        if (value = attributes[:'sources']).is_a?(Array)
+          self.sources = value
+        end
+      end
+
       if attributes.key?(:'issuer_cik')
         self.issuer_cik = attributes[:'issuer_cik']
       end
@@ -150,6 +248,14 @@ module PharmaObservatory
         self.issuer_name = attributes[:'issuer_name']
       end
 
+      if attributes.key?(:'company_name_as_listed')
+        self.company_name_as_listed = attributes[:'company_name_as_listed']
+      end
+
+      if attributes.key?(:'company_website_url')
+        self.company_website_url = attributes[:'company_website_url']
+      end
+
       if attributes.key?(:'issuer_org_id')
         self.issuer_org_id = attributes[:'issuer_org_id']
       end
@@ -188,6 +294,42 @@ module PharmaObservatory
         self.last_observed_date = attributes[:'last_observed_date']
       end
 
+      if attributes.key?(:'listed_from')
+        self.listed_from = attributes[:'listed_from']
+      end
+
+      if attributes.key?(:'listed_to')
+        self.listed_to = attributes[:'listed_to']
+      end
+
+      if attributes.key?(:'removal_reason')
+        self.removal_reason = attributes[:'removal_reason']
+      end
+
+      if attributes.key?(:'is_removed')
+        self.is_removed = attributes[:'is_removed']
+      end
+
+      if attributes.key?(:'status_on_page')
+        self.status_on_page = attributes[:'status_on_page']
+      end
+
+      if attributes.key?(:'status_date')
+        self.status_date = attributes[:'status_date']
+      end
+
+      if attributes.key?(:'status_first_observed_at')
+        self.status_first_observed_at = attributes[:'status_first_observed_at']
+      end
+
+      if attributes.key?(:'source_url')
+        self.source_url = attributes[:'source_url']
+      end
+
+      if attributes.key?(:'site_last_retrieved_at')
+        self.site_last_retrieved_at = attributes[:'site_last_retrieved_at']
+      end
+
       if attributes.key?(:'is_life_sciences_issuer')
         self.is_life_sciences_issuer = attributes[:'is_life_sciences_issuer']
       end
@@ -214,8 +356,13 @@ module PharmaObservatory
       return true if self.equal?(o)
       self.class == o.class &&
           investor_id == o.investor_id &&
+          company_key == o.company_key &&
+          company_key_kind == o.company_key_kind &&
+          sources == o.sources &&
           issuer_cik == o.issuer_cik &&
           issuer_name == o.issuer_name &&
+          company_name_as_listed == o.company_name_as_listed &&
+          company_website_url == o.company_website_url &&
           issuer_org_id == o.issuer_org_id &&
           issuer_company_id == o.issuer_company_id &&
           issuer_company_name == o.issuer_company_name &&
@@ -225,6 +372,15 @@ module PharmaObservatory
           edge_count == o.edge_count &&
           first_observed_date == o.first_observed_date &&
           last_observed_date == o.last_observed_date &&
+          listed_from == o.listed_from &&
+          listed_to == o.listed_to &&
+          removal_reason == o.removal_reason &&
+          is_removed == o.is_removed &&
+          status_on_page == o.status_on_page &&
+          status_date == o.status_date &&
+          status_first_observed_at == o.status_first_observed_at &&
+          source_url == o.source_url &&
+          site_last_retrieved_at == o.site_last_retrieved_at &&
           is_life_sciences_issuer == o.is_life_sciences_issuer
     end
 
@@ -237,7 +393,7 @@ module PharmaObservatory
     # Calculates hash code according to all attributes.
     # @return [Integer] Hash code
     def hash
-      [investor_id, issuer_cik, issuer_name, issuer_org_id, issuer_company_id, issuer_company_name, issuer_group_id, issuer_group_name, relationship_types, edge_count, first_observed_date, last_observed_date, is_life_sciences_issuer].hash
+      [investor_id, company_key, company_key_kind, sources, issuer_cik, issuer_name, company_name_as_listed, company_website_url, issuer_org_id, issuer_company_id, issuer_company_name, issuer_group_id, issuer_group_name, relationship_types, edge_count, first_observed_date, last_observed_date, listed_from, listed_to, removal_reason, is_removed, status_on_page, status_date, status_first_observed_at, source_url, site_last_retrieved_at, is_life_sciences_issuer].hash
     end
 
     # Builds the object from hash

data/lib/pharmaobservatory/models/investors_row.rb

@@ -52,9 +52,12 @@ module PharmaObservatory
     # The adviser's total private-fund gross asset value (GAV) in whole US dollars, a firm-level figure.
     attr_accessor :total_private_fund_gav
 
-    # Distinct portfolio companies named against the investor in S-1 and 424B offering holder tables. 0 usually means no named-holder link was observed.
+    # Distinct portfolio companies named against the investor in S-1 and 424B offering holder tables or listed on the investor's own portfolio page, not marked removed there. 0 usually means no named-holder link or website listing was observed.
     attr_accessor :portfolio_co_count
 
+    # Distinct portfolio companies the investor's own portfolio page listed in an earlier crawl and no longer lists. portfolio_co_count and this count sum to the investor's rows in investor_portfolio.
+    attr_accessor :portfolio_co_removed_count
+
     # Current Form 13F positions reported by the managers that resolve to this investor, summed over its manager keys. 0 when none resolves.
     attr_accessor :holdings_position_count
 
@@ -98,6 +101,7 @@ module PharmaObservatory
         :'private_fund_count' => :'private_fund_count',
         :'total_private_fund_gav' => :'total_private_fund_gav',
         :'portfolio_co_count' => :'portfolio_co_count',
+        :'portfolio_co_removed_count' => :'portfolio_co_removed_count',
         :'holdings_position_count' => :'holdings_position_count',
         :'website_url' => :'website_url',
         :'website_domain' => :'website_domain',
@@ -136,6 +140,7 @@ module PharmaObservatory
         :'private_fund_count' => :'Integer',
         :'total_private_fund_gav' => :'Float',
         :'portfolio_co_count' => :'Integer',
+        :'portfolio_co_removed_count' => :'Integer',
         :'holdings_position_count' => :'Integer',
         :'website_url' => :'String',
         :'website_domain' => :'String',
@@ -164,6 +169,7 @@ module PharmaObservatory
         :'private_fund_count',
         :'total_private_fund_gav',
         :'portfolio_co_count',
+        :'portfolio_co_removed_count',
         :'holdings_position_count',
         :'website_url',
         :'website_domain',
@@ -244,6 +250,10 @@ module PharmaObservatory
         self.portfolio_co_count = attributes[:'portfolio_co_count']
       end
 
+      if attributes.key?(:'portfolio_co_removed_count')
+        self.portfolio_co_removed_count = attributes[:'portfolio_co_removed_count']
+      end
+
       if attributes.key?(:'holdings_position_count')
         self.holdings_position_count = attributes[:'holdings_position_count']
       end
@@ -314,6 +324,7 @@ module PharmaObservatory
           private_fund_count == o.private_fund_count &&
           total_private_fund_gav == o.total_private_fund_gav &&
           portfolio_co_count == o.portfolio_co_count &&
+          portfolio_co_removed_count == o.portfolio_co_removed_count &&
           holdings_position_count == o.holdings_position_count &&
           website_url == o.website_url &&
           website_domain == o.website_domain &&
@@ -334,7 +345,7 @@ module PharmaObservatory
     # Calculates hash code according to all attributes.
     # @return [Integer] Hash code
     def hash
-      [investor_id, legal_name, investor_type, source, country, raum_usd, raum_band, is_era, is_life_sciences_focused, is_life_sciences_focused_basis, private_fund_count, total_private_fund_gav, portfolio_co_count, holdings_position_count, website_url, website_domain, website_source, org_id, company_id, company_name, group_id, group_name].hash
+      [investor_id, legal_name, investor_type, source, country, raum_usd, raum_band, is_era, is_life_sciences_focused, is_life_sciences_focused_basis, private_fund_count, total_private_fund_gav, portfolio_co_count, portfolio_co_removed_count, holdings_position_count, website_url, website_domain, website_source, org_id, company_id, company_name, group_id, group_name].hash
     end
 
     # Builds the object from hash

data/lib/pharmaobservatory/models/program_licensing_candidates_row.rb

@@ -67,6 +67,12 @@ module PharmaObservatory
     # True when the drug has been withdrawn.
     attr_accessor :withdrawn
 
+    # True when the sponsor is judged to develop the drug (an experimental arm, a regulatory holder, or an inferred lead); false when it is the backbone or comparator of a combination, one of many leads of a crowded drug, or not the holder of a generic. Every row is kept; this column labels it.
+    attr_accessor :owned
+
+    # Why owned is what it is: experimental_arm, regulatory_holder or inferred_lead (owned), or backbone, comparator, crowded_not_lead or generic_not_holder (not owned). inferred_lead is an inference made where the trials give no arm evidence either way.
+    attr_accessor :ownership_basis
+
     # The Global Burden of Disease cause matched to the condition.
     attr_accessor :cause_name
 
@@ -99,6 +105,8 @@ module PharmaObservatory
         :'last_year' => :'last_year',
         :'last_update_year' => :'last_update_year',
         :'withdrawn' => :'withdrawn',
+        :'owned' => :'owned',
+        :'ownership_basis' => :'ownership_basis',
         :'cause_name' => :'cause_name',
         :'dalys_millions' => :'dalys_millions',
         :'deaths_millions' => :'deaths_millions',
@@ -136,6 +144,8 @@ module PharmaObservatory
         :'last_year' => :'Integer',
         :'last_update_year' => :'Integer',
         :'withdrawn' => :'Boolean',
+        :'owned' => :'Boolean',
+        :'ownership_basis' => :'String',
         :'cause_name' => :'String',
         :'dalys_millions' => :'Float',
         :'deaths_millions' => :'Float',
@@ -163,6 +173,8 @@ module PharmaObservatory
         :'last_year',
         :'last_update_year',
         :'withdrawn',
+        :'owned',
+        :'ownership_basis',
         :'cause_name',
         :'dalys_millions',
         :'deaths_millions',
@@ -256,6 +268,14 @@ module PharmaObservatory
         self.withdrawn = attributes[:'withdrawn']
       end
 
+      if attributes.key?(:'owned')
+        self.owned = attributes[:'owned']
+      end
+
+      if attributes.key?(:'ownership_basis')
+        self.ownership_basis = attributes[:'ownership_basis']
+      end
+
       if attributes.key?(:'cause_name')
         self.cause_name = attributes[:'cause_name']
       end
@@ -310,6 +330,8 @@ module PharmaObservatory
           last_year == o.last_year &&
           last_update_year == o.last_update_year &&
           withdrawn == o.withdrawn &&
+          owned == o.owned &&
+          ownership_basis == o.ownership_basis &&
           cause_name == o.cause_name &&
           dalys_millions == o.dalys_millions &&
           deaths_millions == o.deaths_millions &&
@@ -325,7 +347,7 @@ module PharmaObservatory
     # Calculates hash code according to all attributes.
     # @return [Integer] Hash code
     def hash
-      [sponsor_org_id, sponsor_name, sponsor_company_id, sponsor_company_name, sponsor_group_id, sponsor_group_name, drug_id, drug_name, condition_id, condition_name, condition_ancestor_ids, max_phase, n_trials, n_active, last_year, last_update_year, withdrawn, cause_name, dalys_millions, deaths_millions, druggability].hash
+      [sponsor_org_id, sponsor_name, sponsor_company_id, sponsor_company_name, sponsor_group_id, sponsor_group_name, drug_id, drug_name, condition_id, condition_name, condition_ancestor_ids, max_phase, n_trials, n_active, last_year, last_update_year, withdrawn, owned, ownership_basis, cause_name, dalys_millions, deaths_millions, druggability].hash
     end
 
     # Builds the object from hash

data/lib/pharmaobservatory/version.rb

@@ -11,5 +11,5 @@ Generator version: 7.13.0
 =end
 
 module PharmaObservatory
-  VERSION = '0.1.11'
+  VERSION = '0.1.12'
 end

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: pharmaobservatory
 version: !ruby/object:Gem::Version
-  version: 0.1.11
+  version: 0.1.12
 platform: ruby
 authors:
 - Scientist.com
 autorequire:
 bindir: bin
 cert_chain: []
-date: 2026-10-29 00:00:00.000000000 Z
+date: 2026-11-01 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: faraday