{ "docId": "019dd923-622c-750b-8b9a-101b5bfde4b8", "docSlug": "a70fecd99534", "documentTitle": "Berkeley Lights (BLI)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-09-15 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 45, "pageCount": 158, "prevPage": 44, "nextPage": 46, "slideType": "testimonial", "function": "diagnose_problem", "density": "dense", "nDataPoints": 2, "notes": "The slide uses a Q&A format to validate the difficulty of the instrument and the resulting headcount requirement.", "elementsJson": [ "headline_text", "paragraph", "quote_block", "footnote" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-101b5bfde4b8/45", "deckHref": "/decks/019dd923-622c-750b-8b9a-101b5bfde4b8", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-101b5bfde4b8.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-101b5bfde4b8#slide-45", "components": [ { "bbox": null, "kind": "callout", "text": "Instrument remains prone to frustrating, frequent errors which requires staff to resort to other manual processes; example of ongoing problems with the machine’s needles", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-2041-7259-a876-8b854d6ece59", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.35, "w": 0.85, "x": 0.08, "y": 0.27 }, "kind": "quote", "text": "Sometimes the needle didn't actually properly mix your solution. Let me give you an actual example. ... I manually mix it again, and then kind of manually make the instrument load itself again from the same well plate.", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5fed707f-357f-4644-9d78-9e6442bfca88", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.85, "x": 0.08, "y": 0.65 }, "kind": "quote", "text": "Q: \"It takes several months to become proficient on it?\" A: \"Yes, several months, absolutely.\" Q: \"Of full-time practice?\" A: \"Yes. There are dedicated, full-time employees for that particular instrument.\"", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "65ba82f4-dc0d-4d18-96d6-abdee7deba6e", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "Sometimes the needle didn't actually properly mix your solution. Let me give you an actual example. Normally, you have your cell or your reagent solution in a 96 well plate. And there are needles that would pick it up from the 96 well plate. Sometimes the well plate is sitting for half an hour and cells in solution have settled down. You don't want that because then the needle doesn't go all the way to the bottom of the well plate because it would crush them. Previously, this was absolutely an error that no one could figure out, the high-dose needle, where it was going. Now, one error that shows up frequently is that the needle did not, at the proper speed, mix out the solution. They tried to count the cells, and they were like, no cells—the mixer didn't work—error one. Sometimes fastest way to fix the problem is do it manually, I'm using my pipette and I'm going to mix the solution because I want the cells to go on the chip and solve the problem. So, I manually mix it again, and then kind of manually make the instrument load itself again from the same well plate and then continue the process. This is an actual example that still at times comes up. — Amgen employee #1", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-2041-7259-a876-8d5e76aa664c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Scorpion Capital consultation calls with experts", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a6608b91-611d-4b91-9ff5-620c33f48925", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Amgen employee #1 (cont’d): Instrument errors are frequent and frustrating, forcing users to resort to manual handling; takes months of full-time practice to learn the instrument; so difficult to use that Amgen basically has to dedicate one full-time employee per machine.", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4589daf6-e755-4592-9ea8-b979e178f43e", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 75, "from": 17, "beatId": "dbc4e03f-819a-4342-92d6-d159c538f28f", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Exposure of Contradictions", "beatSlug": null, "evidence": "The document exposes contradictions in Berkeley Lights' claims and actions, highlighting the company's struggles and poor market traction.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null }, { "to": 150, "from": 42, "beatId": "172d6e2f-be3f-4802-92e5-e7e412ccdabe", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Testimonials from Customers and Former Employees", "beatSlug": null, "evidence": "The document presents testimonials from customers and former employees, providing first-hand accounts of the challenges and limitations of Berkeley Lights' product.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }