anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
Wolfpack Research · research-note

PMV Pharmaceuticals (PMVP)

19 pages · 3 arc beats · 2 loops

Research-Note Download JSON
Unlock

PMV Pharmaceuticals (PMVP)

Wolfpack Research · 2022-05
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.
—

Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 14 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster 10 slides 100% 10/10 slides 100% 10/10 slides · 78 hits
— 0/10 slides
— 0/10 slides
50% 5/10 slides 100% 10/10 slides 60% 6/10 slides The Struggle 3 slides 100% 3/3 slides 66.7% 2/3 slides · 19 hits
— 0/3 slides
— 0/3 slides
66.7% 2/3 slides 100% 3/3 slides
— 0/3 slides
The Victory 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides
— 0/1 slides

Slide inventory

19
every slide · same image gating as the playbook
01
Slide 1
The slide uses a 'villain critique' approach to frame the company's drug candidate as a failure, drawing parallels to a previous market failure (Aprea).diagnose_problem
Open slide detailLoop · Cost Of Inaction
02
The slide highlights the high prevalence of p53 mutations (50-60%) and the specific Y220C mutation (1%) targeted by PMV, while noting the historical failure of frame_problem
Open slide detailLoop · Cost Of Inaction
03
The slide uses a combination of narrative critique and a scientific diagram to frame the company's technology as potentially ineffective.name_villain
Open slide detailBeat · The Monster
04
The slide includes a visual critique of a Western blot image, highlighting misaligned wells as evidence of image manipulation.expose_contradiction
Open slide detailBeat · The MonsterLoop · Aha Moment
05
The slide uses a combination of scientific critique (gel analysis) and quantitative data (bar chart) to challenge the validity of the company's preclinical findexpose_contradiction
Open slide detailBeat · The MonsterLoop · Aha Moment
06
The slide uses gene expression data (p21 and MDM2) to challenge the company's stated mechanism of action.expose_contradiction
Open slide detailBeat · The MonsterLoop · Aha Moment
07
Uses dose conversion to humans as a comparative framework to highlight potential lack of potency/viability.expose_contradiction
Open slide detailBeat · The MonsterLoop · Aha Moment
08
Includes a critique of data transparency regarding mouse model selection and survival metrics.expose_contradiction
Open slide detailBeat · The MonsterLoop · Aha Moment
09
The slide uses a critical tone to challenge the company's narrative regarding the efficacy of PC14586.expose_contradiction
Open slide detailBeat · The MonsterLoop · Aha Moment
10
The slide uses preclinical data to cast doubt on the clinical viability of the drug candidate.name_villain
Open slide detailBeat · The Monster
11
The slide uses a skeptical tone to challenge the efficacy of the drug based on the provided bar charts.expose_contradiction
Open slide detailBeat · The Monster
12
The slide uses a process diagram to illustrate the clinical trial design and highlights the lack of transparency in the dose-escalation phase.expose_contradiction
Open slide detailBeat · The Monster
13
Source image /tmp/legacy-images/86e21d9d1e23/slides/013.jpg is missing from disk; could not inspect page contents.other
Open slide detailBeat · The Struggle
14
The slide uses a pipeline chart to visually demonstrate the lack of progress in the mentioned programs.expose_contradiction
Open slide detailBeat · The Struggle
15
Includes a stock chart of Aprea (APRE) showing a significant decline, used as a comparative precedent for the author's bearish thesis on PMV Pharma.name_villain
Open slide detailBeat · The Struggle
16
The diagram illustrates the mechanism of p53 activation and its downstream effects (repair vs. apoptosis) to maintain cellular stability.appendix
Open slide detailBeat · The Victory
17
The slide lists bibliographic citations for three distinct studies, each with a brief summary of the research aim, methodology, and findings.cite_precedent
Open slide detail
18
front_matter
Open slide detail
19
other
Open slide detail