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Carson C. Block · research-note

PeptiDream, Inc. (4587 JP)

22 pages · 3 arc beats · 2 loops

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PeptiDream, Inc. (4587 JP)

Carson C. Block · 2019-11
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 8 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster 3 slides 100% 3/3 slides 100% 3/3 slides · 21 hits
— 0/3 slides
100% 3/3 slides 33.3% 1/3 slides 100% 3/3 slides
— 0/3 slides
The Struggle 4 slides 100% 4/4 slides 100% 4/4 slides · 20 hits
— 0/4 slides
25% 1/4 slides 50% 2/4 slides 100% 4/4 slides 25% 1/4 slides The Victory 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits
— 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides
— 0/1 slides

Slide inventory

22
every slide · same image gating as the playbook
01
Slide 1
Standard legal disclaimer for investment research firm.other
Open slide detail
02
The slide uses a visual metaphor of a wheel-less Jaguar to critique the company's business model.frame_problem
Open slide detail
03
This is a text-heavy research note page, likely part of a short report.summarize
Open slide detail
04
This is a text-heavy research note page from a short-seller report. It uses a 'villain_critique' approach to undermine management credibility.expose_contradiction
Open slide detailBeat · The Monster
05
The slide argues that technology does not equal a viable business, citing a lack of clinical candidates from long-standing partnerships.expose_gap
Open slide detailBeat · The Monster
06
The slide details the methodology and findings of two external research firms investigating partnership activity.summarize
Open slide detailBeat · The Monster
07
The slide evaluates seven specific corporate partnerships (Santen, Shionogi, Bayer, Sanofi, GSK, Novartis, Mitsubishi Tanabe) and concludes that many are likelysummarize
Open slide detailBeat · The Struggle
08
The slide uses a table to highlight that while total program counts increase, the conversion to clinical phases remains minimal, suggesting a lack of meaningfulexpose_contradiction
Open slide detailBeat · The Struggle
09
The slide uses visual evidence from corporate filings to highlight a discrepancy in drug pipeline reporting.expose_contradiction
Open slide detailBeat · The StruggleLoop · The Reveal
10
This slide functions as a critical investigative narrative, highlighting potential misalignments between company claims and partner actions.expose_contradiction
Open slide detailBeat · The Struggle
11
The slide uses a comparative analogy to Sosei to frame PeptiDream's strategy as a failure-prone path.name_villain
Open slide detail
12
The slide uses a 'before and after' comparison to highlight a reduction in disclosure transparency.expose_contradiction
Open slide detail
13
The slide uses a red box and callout to highlight missed clinical trial milestones.expose_contradiction
Open slide detail
14
The slide uses a table of targets followed by a narrative critique of management's credibility and financial performance.expose_contradiction
Open slide detailLoop · Cost Of Inaction
15
The text uses a sarcastic analogy (Jaguar missing wheels) to critique the company's own marketing materials.expose_contradiction
Open slide detail
16
Uses a visual metaphor (dump truck vs. scooter vs. sports car) to represent different drug modalities, likely implying size or complexity differences.name_villain
Open slide detailBeat · The Victory
17
Includes a funnel diagram for the drug discovery process and a detailed table of assumptions for revenue modeling.analyze_data
Open slide detail
18
The slide uses a 'Figure K' table for internal modeling and a 'Figure L' table to critique external sell-side analyst projections.preempt_rebuttal
Open slide detail
19
The slide uses a narrative structure to dismantle the credibility of 'Analyst A' by comparing their projections against company guidance and industry benchmarksexpose_contradiction
Open slide detail
20
The slide highlights a significant discrepancy between analyst estimates and historical industry benchmarks.compare_peers
Open slide detail
21
The slide argues that PeptiDream's valuation is unjustified compared to its peers and analyst projections.compare_peers
Open slide detail
22
The slide argues that library size is not the primary driver of commercial success, contrasting PeptiDream with more focused competitors.compare_peers
Open slide detail