pharmaobservatory 0.1.11 → 0.1.13

data/docs/CompanyCosponsorsRow.md

@@ -0,0 +1,58 @@
+# PharmaObservatory::CompanyCosponsorsRow
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **company_id** | **String** | Company level: the company the row is about; the entry key for the companies object type. | [optional] |
+| **company_name** | **String** | Display name of the company. | [optional] |
+| **group_id** | **String** | Group level: the company's current ultimate parent; a root's group is itself. | [optional] |
+| **group_name** | **String** | Display name of the group. | [optional] |
+| **row_level** | **String** | root: the co-sponsor's ultimate parent company, with the distinct trials any company of that root shares with this company. member: a company under that root that itself co-sponsored, with its own count. Filter on one level; the two do not add. | [optional] |
+| **cosponsor_company_id** | **String** | Company level: the co-sponsoring company. At row_level root this is the root company; at member it is the member company itself. | [optional] |
+| **cosponsor_company_name** | **String** | Display name of the co-sponsoring company. | [optional] |
+| **cosponsor_group_id** | **String** | Group level: the co-sponsor's current ultimate parent; a root's group is itself. | [optional] |
+| **cosponsor_group_name** | **String** | Display name of the co-sponsor's group. | [optional] |
+| **cosponsor_root_id** | **String** | The ultimate parent company of the co-sponsor, the ladder company's `coalesce(ultimate_parent_company_id, company_id)`. Equal to cosponsor_company_id at row_level root, and the root a member row sits under. | [optional] |
+| **cosponsor_rank** | **Integer** | The rank of the ROOT among this company's co-sponsor roots by distinct shared trials (1 is the most; ties broken by root id). The same on a root row and on each of its member rows. | [optional] |
+| **member_rank** | **Integer** | 0 on a root row; 1 and up on the member rows of that root, by the member's own shared trials. Order by cosponsor_rank then member_rank to list each root followed by its members. | [optional] |
+| **n_members** | **Integer** | Member companies of this root that co-sponsored with this company, before the member cut. The same on a root row and its member rows. | [optional] |
+| **n_candidates** | **Integer** | Distinct co-sponsor roots for this company before the top-25 cut; the same on every row of a company. | [optional] |
+| **n_shared_trials** | **Integer** | Distinct trials that name both. At row_level root, the distinct trials of any company under the root (never a sum over members); at member, that company's own trials. | [optional] |
+| **n_trials_company_lead** | **Integer** | Of the shared trials, those where an organization record of this company holds the ClinicalTrials.gov lead sponsor role. At most n_shared_trials; it may overlap n_trials_cosponsor_lead. | [optional] |
+| **n_trials_cosponsor_lead** | **Integer** | Of the shared trials, those where the co-sponsor's organization record holds the lead sponsor role. At most n_shared_trials. | [optional] |
+| **first_shared_start_year** | **Integer** | The earliest registered start year over the shared trials; null when none has a plausible year. | [optional] |
+| **last_shared_start_year** | **Integer** | The latest registered start year over the shared trials; null when none has a plausible year. | [optional] |
+| **n_shared_conditions** | **Integer** | Distinct specific MeSH disease areas over the shared trials. | [optional] |
+| **top_shared_conditions** | **Array<String>** | Up to 5 MeSH disease names by shared-trial count then name. An empty list when none. | [optional] |
+
+## Example
+
+```ruby
+require 'pharmaobservatory'
+
+instance = PharmaObservatory::CompanyCosponsorsRow.new(
+  company_id: null,
+  company_name: null,
+  group_id: null,
+  group_name: null,
+  row_level: null,
+  cosponsor_company_id: null,
+  cosponsor_company_name: null,
+  cosponsor_group_id: null,
+  cosponsor_group_name: null,
+  cosponsor_root_id: null,
+  cosponsor_rank: null,
+  member_rank: null,
+  n_members: null,
+  n_candidates: null,
+  n_shared_trials: null,
+  n_trials_company_lead: null,
+  n_trials_cosponsor_lead: null,
+  first_shared_start_year: null,
+  last_shared_start_year: null,
+  n_shared_conditions: null,
+  top_shared_conditions: null
+)
+```
+

data/docs/CompanyPeerProfileResponse.md

@@ -0,0 +1,58 @@
+# PharmaObservatory::CompanyPeerProfileResponse
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **dataset** | **String** |  |  |
+| **grain** | **String** |  | [optional] |
+| **object_type** | **String** |  | [optional] |
+| **id** | **String** |  | [optional] |
+| **scope** | [**AnimalWelfareAssurancesResponseScope**](AnimalWelfareAssurancesResponseScope.md) |  | [optional] |
+| **columns** | [**Array<DatasetColumn>**](DatasetColumn.md) |  |  |
+| **rows** | [**Array<CompanyPeerProfileRow>**](CompanyPeerProfileRow.md) |  |  |
+| **total** | **Integer** | The exact count of the filtered rows on an ungrouped read, carried by the cursor; null when grouped. | [optional] |
+| **next_cursor** | **String** |  | [optional] |
+| **sort** | **Array<String>** |  | [optional] |
+| **filters** | **Array<Hash<String, Object>>** |  | [optional] |
+| **group_by** | **Array<String>** |  | [optional] |
+| **measures** | **Array<String>** |  | [optional] |
+| **attribution** | [**Array<DatasetAttribution>**](DatasetAttribution.md) |  | [optional] |
+| **source_credit** | **String** |  | [optional] |
+| **withheld_tiers** | **Array<String>** |  | [optional] |
+| **withheld_columns** | **Array<String>** |  | [optional] |
+| **freshness** | [**AnimalWelfareAssurancesResponseFreshness**](AnimalWelfareAssurancesResponseFreshness.md) |  | [optional] |
+| **build** | [**AnimalWelfareAssurancesResponseBuild**](AnimalWelfareAssurancesResponseBuild.md) |  | [optional] |
+| **build_state** | [**DatasetBuildState**](DatasetBuildState.md) |  | [optional] |
+| **restriction** | **Hash<String, Object>** |  | [optional] |
+
+## Example
+
+```ruby
+require 'pharmaobservatory'
+
+instance = PharmaObservatory::CompanyPeerProfileResponse.new(
+  dataset: null,
+  grain: null,
+  object_type: null,
+  id: null,
+  scope: null,
+  columns: null,
+  rows: null,
+  total: null,
+  next_cursor: null,
+  sort: null,
+  filters: null,
+  group_by: null,
+  measures: null,
+  attribution: null,
+  source_credit: null,
+  withheld_tiers: null,
+  withheld_columns: null,
+  freshness: null,
+  build: null,
+  build_state: null,
+  restriction: null
+)
+```
+

data/docs/CompanyPeerProfileRow.md

@@ -0,0 +1,60 @@
+# PharmaObservatory::CompanyPeerProfileRow
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **company_id** | **String** | Company level: the company the row is about; the entry key for the companies object type. | [optional] |
+| **company_name** | **String** | Display name of the company. | [optional] |
+| **group_id** | **String** | Group level: the company's current ultimate parent; a root's group is itself. | [optional] |
+| **group_name** | **String** | Display name of the group. | [optional] |
+| **peer_state** | **String** | measured when the company has at least one peer; no_live_owned_program when it has no live owned program; phase_not_reported when its live owned programs carry no phase; no_candidates when stage and modality are known and no other company shares them. | [optional] |
+| **n_live_owned_programs** | **Integer** | Distinct live owned (drug, condition) programs of the company's subtree. | [optional] |
+| **n_live_owned_drugs** | **Integer** | Distinct live owned drugs of the company's subtree. | [optional] |
+| **lead_stage** | **String** | Furthest phase of the live owned programs: approved, phase3, phase2 (Phase 2/3 included), phase1 (Phase 1/2 included) or early_phase1. Null when no program carries a phase. | [optional] |
+| **lead_max_phase** | **Integer** | The phase code behind lead_stage: 6 Phase 4 or approved, 5 Phase 3, 4 Phase 2/3, 3 Phase 2, 2 Phase 1/2, 1 Phase 1, 0 Early Phase 1. | [optional] |
+| **lead_drug_id** | **String** | The canonical drug id of the lead drug, the highest-phase live owned drug (ties: most trials, then drug id). | [optional] |
+| **lead_drug_name** | **String** | Name of the lead drug. | [optional] |
+| **n_biologic_drugs** | **Integer** | Live owned drugs whose GSRS substance type is protein or nucleic acid. | [optional] |
+| **biologic_share** | **Float** | n_biologic_drugs over n_live_owned_drugs, 0 to 1. Null when the company has no live owned drug. | [optional] |
+| **modality_band** | **String** | biologic when biologic_share is at least 0.5, else non_biologic. | [optional] |
+| **primary_area** | **String** | MeSH top-level category with the most live owned program trials. | [optional] |
+| **primary_area_trials** | **Integer** | Live owned program trials in primary_area. | [optional] |
+| **num_lead_trials** | **Integer** | Distinct lead-sponsored trials of the company's subtree. | [optional] |
+| **size_band** | **String** | Band of num_lead_trials: 1-4, 5-19, 20-99 or 100+. | [optional] |
+| **n_cell_candidates** | **Integer** | Other measured companies outside the company's group that share stage, modality, area and size (match level 1), before the top 10 are kept. | [optional] |
+| **n_peers** | **Integer** | Peer rows kept for the company, at most 10. | [optional] |
+| **coverage_measured** | **Integer** | Companies in this dataset with peer_state measured. The same value on every row. | [optional] |
+| **coverage_total** | **Integer** | Companies in this dataset. The same value on every row. | [optional] |
+
+## Example
+
+```ruby
+require 'pharmaobservatory'
+
+instance = PharmaObservatory::CompanyPeerProfileRow.new(
+  company_id: null,
+  company_name: null,
+  group_id: null,
+  group_name: null,
+  peer_state: null,
+  n_live_owned_programs: null,
+  n_live_owned_drugs: null,
+  lead_stage: null,
+  lead_max_phase: null,
+  lead_drug_id: null,
+  lead_drug_name: null,
+  n_biologic_drugs: null,
+  biologic_share: null,
+  modality_band: null,
+  primary_area: null,
+  primary_area_trials: null,
+  num_lead_trials: null,
+  size_band: null,
+  n_cell_candidates: null,
+  n_peers: null,
+  coverage_measured: null,
+  coverage_total: null
+)
+```
+

data/docs/CompanyPeersResponse.md

@@ -0,0 +1,58 @@
+# PharmaObservatory::CompanyPeersResponse
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **dataset** | **String** |  |  |
+| **grain** | **String** |  | [optional] |
+| **object_type** | **String** |  | [optional] |
+| **id** | **String** |  | [optional] |
+| **scope** | [**AnimalWelfareAssurancesResponseScope**](AnimalWelfareAssurancesResponseScope.md) |  | [optional] |
+| **columns** | [**Array<DatasetColumn>**](DatasetColumn.md) |  |  |
+| **rows** | [**Array<CompanyPeersRow>**](CompanyPeersRow.md) |  |  |
+| **total** | **Integer** | The exact count of the filtered rows on an ungrouped read, carried by the cursor; null when grouped. | [optional] |
+| **next_cursor** | **String** |  | [optional] |
+| **sort** | **Array<String>** |  | [optional] |
+| **filters** | **Array<Hash<String, Object>>** |  | [optional] |
+| **group_by** | **Array<String>** |  | [optional] |
+| **measures** | **Array<String>** |  | [optional] |
+| **attribution** | [**Array<DatasetAttribution>**](DatasetAttribution.md) |  | [optional] |
+| **source_credit** | **String** |  | [optional] |
+| **withheld_tiers** | **Array<String>** |  | [optional] |
+| **withheld_columns** | **Array<String>** |  | [optional] |
+| **freshness** | [**AnimalWelfareAssurancesResponseFreshness**](AnimalWelfareAssurancesResponseFreshness.md) |  | [optional] |
+| **build** | [**AnimalWelfareAssurancesResponseBuild**](AnimalWelfareAssurancesResponseBuild.md) |  | [optional] |
+| **build_state** | [**DatasetBuildState**](DatasetBuildState.md) |  | [optional] |
+| **restriction** | **Hash<String, Object>** |  | [optional] |
+
+## Example
+
+```ruby
+require 'pharmaobservatory'
+
+instance = PharmaObservatory::CompanyPeersResponse.new(
+  dataset: null,
+  grain: null,
+  object_type: null,
+  id: null,
+  scope: null,
+  columns: null,
+  rows: null,
+  total: null,
+  next_cursor: null,
+  sort: null,
+  filters: null,
+  group_by: null,
+  measures: null,
+  attribution: null,
+  source_credit: null,
+  withheld_tiers: null,
+  withheld_columns: null,
+  freshness: null,
+  build: null,
+  build_state: null,
+  restriction: null
+)
+```
+

data/docs/CompanyPeersRow.md

@@ -0,0 +1,54 @@
+# PharmaObservatory::CompanyPeersRow
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **company_id** | **String** | Company level: the company the row is about; the entry key for the companies object type. | [optional] |
+| **company_name** | **String** | Display name of the company. | [optional] |
+| **group_id** | **String** | Group level: the company's current ultimate parent; a root's group is itself. | [optional] |
+| **group_name** | **String** | Display name of the group. | [optional] |
+| **peer_company_id** | **String** | Company level: the peer company. | [optional] |
+| **peer_company_name** | **String** | Display name of the peer company. | [optional] |
+| **peer_group_id** | **String** | Group level: the peer's current ultimate parent; a root's group is itself. | [optional] |
+| **peer_group_name** | **String** | Display name of the peer's group. | [optional] |
+| **peer_rank** | **Integer** | The peer's rank for the company, 1 is the closest match: match_level first, then the closeness of lead-trial counts, then of biologic share. Dense 1 to N. | [optional] |
+| **match_level** | **Integer** | What the peer matched the company on. 1 stage, modality, area and size; 2 stage, modality and area; 3 stage, modality and size; 4 stage and modality. Stage and modality always match. | [optional] |
+| **matched_area** | **Boolean** | True when the peer shares the company's primary therapeutic area. | [optional] |
+| **matched_size** | **Boolean** | True when the peer shares the company's size band. | [optional] |
+| **lead_stage** | **String** | The peer's lead stage, the furthest phase of its live owned programs. Equal to the company's lead stage on every row. | [optional] |
+| **lead_drug_name** | **String** | The peer's lead drug, the highest-phase live owned drug (ties: most trials). | [optional] |
+| **biologic_share** | **Float** | Share, 0 to 1, of the peer's live owned drugs that are biologic (GSRS protein or nucleic acid substance type). | [optional] |
+| **modality_band** | **String** | biologic when biologic_share is at least 0.5, else non_biologic. Equal to the company's band on every row. | [optional] |
+| **primary_area** | **String** | The peer's primary therapeutic area: the MeSH top-level category with the most live owned program trials. | [optional] |
+| **num_lead_trials** | **Integer** | Distinct lead-sponsored trials of the peer's subtree. | [optional] |
+| **size_band** | **String** | Band of num_lead_trials: 1-4, 5-19, 20-99 or 100+. | [optional] |
+
+## Example
+
+```ruby
+require 'pharmaobservatory'
+
+instance = PharmaObservatory::CompanyPeersRow.new(
+  company_id: null,
+  company_name: null,
+  group_id: null,
+  group_name: null,
+  peer_company_id: null,
+  peer_company_name: null,
+  peer_group_id: null,
+  peer_group_name: null,
+  peer_rank: null,
+  match_level: null,
+  matched_area: null,
+  matched_size: null,
+  lead_stage: null,
+  lead_drug_name: null,
+  biologic_share: null,
+  modality_band: null,
+  primary_area: null,
+  num_lead_trials: null,
+  size_band: 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 +5,32 @@
 | 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] |
+| **site_evidence_verified** | **Boolean** | True when the quote behind a website listing was found on the investor's page, false when it was not, null when no verification flag was recorded and for a row only SEC filings name. | [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 +40,13 @@ 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 +56,16 @@ 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,
+  site_evidence_verified: 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/LegalEntitiesApi.md

@@ -22,6 +22,7 @@ All URIs are relative to *https://pharmaobservatory.com*
 | [**legal_entities_inspections**](LegalEntitiesApi.md#legal_entities_inspections) | **GET** /api/v1/legal_entities/{id}/inspections | FDA inspections |
 | [**legal_entities_institutional_holdings**](LegalEntitiesApi.md#legal_entities_institutional_holdings) | **GET** /api/v1/legal_entities/{id}/institutional_holdings | Institutional holdings (SEC Form 13F) |
 | [**legal_entities_institutional_quarter_totals**](LegalEntitiesApi.md#legal_entities_institutional_quarter_totals) | **GET** /api/v1/legal_entities/{id}/institutional_quarter_totals | Institutional quarter totals (SEC Form 13F) |
+| [**legal_entities_investor_portfolio**](LegalEntitiesApi.md#legal_entities_investor_portfolio) | **GET** /api/v1/legal_entities/{id}/investor_portfolio | Investor portfolio (offering filings and investor websites) |
 | [**legal_entities_legal_entity_sec_filings**](LegalEntitiesApi.md#legal_entities_legal_entity_sec_filings) | **GET** /api/v1/legal_entities/{id}/legal_entity_sec_filings | SEC filer records |
 | [**legal_entities_list**](LegalEntitiesApi.md#legal_entities_list) | **GET** /api/v1/legal_entities | List legal entities |
 | [**legal_entities_org_disclosure_trend**](LegalEntitiesApi.md#legal_entities_org_disclosure_trend) | **GET** /api/v1/legal_entities/{id}/org_disclosure_trend | Organization disclosure trend |
@@ -1460,6 +1461,85 @@ end
 - **Accept**: application/json
 
 
+## legal_entities_investor_portfolio
+
+> <InvestorPortfolioResponse> legal_entities_investor_portfolio(id, opts)
+
+Investor portfolio (offering filings and investor websites)
+
+### Examples
+
+```ruby
+require 'time'
+require 'pharmaobservatory'
+# setup authorization
+PharmaObservatory.configure do |config|
+  # Configure Bearer authorization (JWT): ApiBearerJwt
+  config.access_token = 'YOUR_BEARER_TOKEN'
+end
+
+api_instance = PharmaObservatory::LegalEntitiesApi.new
+id = 'edgar:0001114448' # String | 
+opts = {
+  cursor: 'cursor_example', # String | The next_cursor of the previous page. Opaque; it is bound to the filters and the warehouse build that issued it.
+  limit: 56, # Integer | Rows per page, up to 500 (default 50).
+  sort: 'sort_example', # String | Comma separated columns, a leading minus for descending: sort=a,-b.
+  group_by: 'group_by_example', # String | A dimension to group by; a date takes :year, :quarter or :month.
+  measure: 'measure_example' # String | count, sum(col), avg(col), min(col), max(col), median(col) or count_distinct(col).
+}
+
+begin
+  # Investor portfolio (offering filings and investor websites)
+  result = api_instance.legal_entities_investor_portfolio(id, opts)
+  p result
+rescue PharmaObservatory::ApiError => e
+  puts "Error when calling LegalEntitiesApi->legal_entities_investor_portfolio: #{e}"
+end
+```
+
+#### Using the legal_entities_investor_portfolio_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+> <Array(<InvestorPortfolioResponse>, Integer, Hash)> legal_entities_investor_portfolio_with_http_info(id, opts)
+
+```ruby
+begin
+  # Investor portfolio (offering filings and investor websites)
+  data, status_code, headers = api_instance.legal_entities_investor_portfolio_with_http_info(id, opts)
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => <InvestorPortfolioResponse>
+rescue PharmaObservatory::ApiError => e
+  puts "Error when calling LegalEntitiesApi->legal_entities_investor_portfolio_with_http_info: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **id** | **String** |  |  |
+| **cursor** | **String** | The next_cursor of the previous page. Opaque; it is bound to the filters and the warehouse build that issued it. | [optional] |
+| **limit** | **Integer** | Rows per page, up to 500 (default 50). | [optional] |
+| **sort** | **String** | Comma separated columns, a leading minus for descending: sort&#x3D;a,-b. | [optional] |
+| **group_by** | **String** | A dimension to group by; a date takes :year, :quarter or :month. | [optional] |
+| **measure** | **String** | count, sum(col), avg(col), min(col), max(col), median(col) or count_distinct(col). | [optional] |
+
+### Return type
+
+[**InvestorPortfolioResponse**](InvestorPortfolioResponse.md)
+
+### Authorization
+
+[ApiBearerJwt](../README.md#ApiBearerJwt)
+
+### HTTP request headers
+
+- **Content-Type**: Not defined
+- **Accept**: application/json
+
+
 ## legal_entities_legal_entity_sec_filings
 
 > <LegalEntitySecFilingsResponse> legal_entities_legal_entity_sec_filings(id, opts)

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,