{
  "issue_id": "SS-OUTLOOK-2026-09-BASELINE",
  "version": "1.0.1",
  "status": "published",
  "evidence_cutoff": "2026-09-16",
  "dataset_version": "1.0.6",
  "dataset_file_sha256": "86a7c664381478d68d70f11311f0644c929a17446d6537750c7fcacdea5fcb1e",
  "issue_file_sha256": "ca84f385e5ae87e68294fc268b9ad804ea176850396fda6c779a2ed6e0ce65f3",
  "approved_ids": [
    "SS-AIDT-2025-0001",
    "SS-AIDT-2025-0002",
    "SS-AIDT-2026-0004",
    "SS-AIDT-2026-0007"
  ],
  "approved_count": 4,
  "excluded_provisional_count": 5,
  "current_period_announcement_ids": [
    "SS-AIDT-2026-0004",
    "SS-AIDT-2026-0007"
  ],
  "historical_baseline_ids": [
    "SS-AIDT-2025-0001",
    "SS-AIDT-2025-0002"
  ],
  "industry_mix": {
    "Cybersecurity & critical infrastructure": 1,
    "Energy & geoscience": 1,
    "Pharmaceuticals & biotechnology": 2
  },
  "structure_mix": {
    "Federated / Controlled Learning Rights": 1,
    "Strategic Model Co-Development": 2,
    "Training Rights License": 1
  },
  "corpus_renewal": {
    "Renewable Corpus": 3,
    "unknown": 1
  },
  "asset_disposition": {
    "Embedded / Continuing": 4
  },
  "median_asset_score": 83.5,
  "median_signal_score": 48,
  "scores_are_analyst_judgments": true,
  "combined_transaction_dollars": null,
  "valuation_range": null,
  "pricing_observations": [
    {
      "transaction_id": "SS-AIDT-2025-0001",
      "amount": null,
      "currency": null,
      "description": "No data-specific consideration disclosed.",
      "status": "not_disclosed",
      "economics_scope": "not_disclosed"
    },
    {
      "transaction_id": "SS-AIDT-2026-0004",
      "amount": null,
      "currency": null,
      "description": "Government GPU support is disclosed, alongside consortium computing resources. Dataset-specific cash consideration is not disclosed.",
      "status": "in_kind_and_government_compute",
      "economics_scope": "bundled_program_support"
    },
    {
      "transaction_id": "SS-AIDT-2026-0007",
      "amount": 100000000,
      "amount_qualifier": "greater_than",
      "currency": "EUR",
      "description": "More than €100 million over three years; explicitly a program-wide investment, not a dataset price.",
      "status": "disclosed_program_commitment",
      "economics_scope": "bundled_research_compute_people_and_implementation"
    },
    {
      "transaction_id": "SS-AIDT-2025-0002",
      "amount": 200000000,
      "currency": "USD",
      "description": "$200m data-license fees over three years, including $50m upfront payable. Up to 50% may be settled in Pathos preferred shares. Separate $35m flows run from AstraZeneca to Tempus and Tempus to Pathos.",
      "status": "disclosed_contractual_fees_not_verified_cash_receipts",
      "economics_scope": "contractually_identified_data_license_fees_within_broader_arrangement"
    }
  ],
  "measured_uplift": [
    {
      "transaction_id": "SS-AIDT-2025-0001",
      "baseline": "OpenFold3 Preview 2",
      "evaluation_n": 1056,
      "evidence_status": "consortium_reported_not_independently_replicated",
      "limitations": "Private held-out evaluation; consortium-funded work; clinical utility and independent replication not established.",
      "metrics": [
        {
          "baseline_pct": 35.6,
          "change_percentage_points": 16.5,
          "name": "fraction PL-lDDT >= 0.8",
          "updated_pct": 52.1
        },
        {
          "baseline_pct": 28.9,
          "change_percentage_points": 17.9,
          "name": "fraction ligand bisyRMSD <= 2 angstrom",
          "updated_pct": 46.8
        }
      ],
      "reported_on": "2026-09-14",
      "training_structures": 20167
    }
  ],
  "forecast_count": 3
}
