EDGAR issuer names are messy (ALL-CAPS, trailing /DE/ /NV state tags, entity
suffixes) and render badly in a personalized subject line. Added:
display_name -- title-cased, state-tag-stripped, suffix kept
short_name -- suffix dropped too, for a punchy subject merge field
e.g. 'WINDTREE THERAPEUTICS INC /DE/' -> 'Windtree Therapeutics'
So 'Is DEXIT in the cards for {{short_name}}?' renders clean. ~98% of short_names
are <=40 chars (survive mobile subject truncation).
The master file lists warrants/units as separate tickers under one CIK, so the
pull now dedupes to one row per company (other tickers kept in all_tickers).
data/otc_leads.csv: 861 unique active US-domestic microcap OTC issuers
(<$75M float, all actively filing, 100% with business address + phone). By
incorporation: DE 365, NV 325 (DE+NV=690 = the reincorporation targets), WY 44,
FL 39, MD 38. Dropped from the 2,771 OTC universe: 1,672 foreign, 62
accelerated/large filers, 73 delinquent/dark. EDGAR has no email -> phone +
address captured for enrichment / direct mail / call.
