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Carson C. Block · research-note

Prothena Corp PLC (PRTA)

11 pages · 3 arc beats · 2 loops

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Prothena Corp PLC (PRTA)

Carson C. Block · 2017-06
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 10 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 1 slides 100% 1/1 slides 100% 1/1 slides · 10 hits
— 0/1 slides
100% 1/1 slides
— 0/1 slides
100% 1/1 slides
— 0/1 slides
Agitate (Make it worse) 7 slides 100% 7/7 slides 100% 7/7 slides · 56 hits
— 0/7 slides
— 0/7 slides
71.4% 5/7 slides 100% 7/7 slides 28.6% 2/7 slides Solution (Provide relief) 2 slides 100% 2/2 slides 100% 2/2 slides · 18 hits
— 0/2 slides
— 0/2 slides
50% 1/2 slides 100% 2/2 slides
— 0/2 slides

Slide inventory

11
every slide · same image gating as the playbook
01
Slide 1
Standard legal disclaimer page.other
Open slide detail
02
This is a classic activist short report summary page.diagnose_problem
Open slide detailBeat · Problem (Identify pain)
03
The text explicitly challenges the interpretation of ASH 2016 data presented by Liedtke et al.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · Aha Moment
04
This slide functions as a rebuttal to a specific clinical interpretation of organ response timing.preempt_rebuttal
Open slide detailBeat · Agitate (Make it worse)
05
The slide uses a 'before/after' or 'rebuttal' structure by showing an original claim followed by a 'close look' at the data that contradicts the initial interprexpose_contradiction
Open slide detailBeat · Agitate (Make it worse)
06
Includes calculation methodology for 6-12 month response rates.analyze_data
Open slide detailBeat · Agitate (Make it worse)
07
The slide uses red trend lines to highlight the unexpected underperformance of the CR category in cardiac response.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)Loop · The Reveal
08
The slide uses a baseball analogy (Mark Whiten) to illustrate the flaw in 'Best Response' metrics.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
09
The slide argues that the exclusion of renal dysfunction patients and the lack of dose-response correlation undermine the reported efficacy of NEOD001.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
10
The slide functions as a critical analysis of clinical trial data and market potential for a drug candidate.preempt_rebuttal
Open slide detailBeat · Solution (Provide relief)
11
This is a research note page containing a transcript of an investor-CFO exchange.expose_contradiction
Open slide detailBeat · Solution (Provide relief)