Apellis Pharmaceuticals (APLS)

Citron Research · 2023-11
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
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON

Slide inventory

13
every slide · same image gating as the playbook
01
Slide 1
Includes a testimonial/marketing image from Apellis featuring Henry Winkler.frame_problem
Open slide detailLoop · Cost Of Inaction
02
The slide uses a 'jumped the shark' idiom to frame the drug's clinical reception as having peaked and begun a decline in credibility.expose_contradiction
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
03
Uses a 'Moneyball' quote to frame the argument against the drug's clinical performance.expose_contradiction
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
04
The slide uses screenshots of a presentation to illustrate the doctor's arguments, which Citron then undermines by pointing out financial incentives.expose_contradiction
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
05
Includes a screenshot of a presentation slide from Dr. William Johnson and a donut chart showing 83% vs 17% sentiment.expose_contradiction
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
06
The slide contains two embedded screenshots of presentation slides (Results and Conclusions) and a testimonial from Dr. Suber Huang.illustrate_case
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
07
Includes a direct quote from an earnings call and a chart from a Jefferies analyst report.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
08
The slide uses screenshots of FDA Adverse Event Reporting System documents to support the claim of securities fraud.expose_contradiction
Open slide detailBeat · The StruggleLoop · The Reveal
09
The slide presents raw FOIA-sourced data tables for specific patient cases.analyze_data
Open slide detailLoop · The Reveal
10
The slide presents raw data from FDA adverse event reports, highlighting specific medical events associated with Syfovre usage.analyze_data
Open slide detailLoop · Cost Of Inaction
11
Includes two FOIA data tables as evidence of adverse events.expose_gap
Open slide detailLoop · Cost Of Inaction
12
Includes a specific reference to a 'Fonzi Scheme' analogy regarding One Reverse Mortgages.summarize
Open slide detailBeat · The VictoryLoop · Cost Of Inaction
13
other
Open slide detailBeat · The VictoryLoop · Cost Of Inaction