{
  "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": 80,
  "pageCount": 158,
  "prevPage": 79,
  "nextPage": 81,
  "slideType": "villain_critique",
  "function": "expose_contradiction",
  "density": "balanced",
  "nDataPoints": 4,
  "notes": "The slide uses a Q&A format to systematically dismantle the value proposition of the Berkeley Lights (BLI) platform.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "quote_block"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-101b5bfde4b8/80",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-101b5bfde4b8",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-101b5bfde4b8.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-101b5bfde4b8#slide-80",
  "components": [
    {
      "bbox": {
        "h": 0.55,
        "w": 0.9,
        "x": 0.05,
        "y": 0.3
      },
      "kind": "list",
      "text": "Q&A transcript detailing technical limitations, cell loss, and operational difficulty.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "404b95f8-9584-4707-9057-c7f139862ea2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.9,
        "x": 0.05,
        "y": 0.23
      },
      "kind": "paragraph",
      "text": "Machine hasn't reduced AbbVie's legacy antibody discovery workflows; too many false positives to be reliable; 40-50% of cells are lost during steps like PCR or sequencing",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b10ab814-4c14-48cf-9799-619c0181c871",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.9,
        "x": 0.05,
        "y": 0.86
      },
      "kind": "paragraph",
      "text": "Expert suggests growth is lacking and BLI won't disrupt the industry; steep learning curve; complex to operate.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b7ea4d4c-d4e3-4e6e-b29c-35261951dc80",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.3,
        "x": 0.05,
        "y": 0.96
      },
      "kind": "source-note",
      "text": "Source: Scorpion Capital consultation calls with experts",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ea9b04d5-ff35-4a5c-a66c-f058f302b962",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.9,
        "x": 0.05,
        "y": 0.09
      },
      "kind": "title",
      "text": "ABBVIE scientist (cont'd): Instrument hasn't reduced reliance on legacy methods for antibody discovery – it's entire value proposition; describes an ongoing disaster where 40-50% of cells are lost during steps like PCR or sequencing, compounded by false positives; suggests BLI's growth is lacking and won't disrupt the space.",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8d27fb29-99df-491d-a2f8-b31d62682786",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.2,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "2G) AbbVie scientist",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d81a9cd0-247a-49cb-9517-efcf6f3060e5",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "villain_critique",
      "slug": null,
      "matchId": "47d51769-a218-40ee-b5ad-316d1308e444",
      "evidence": "The slide frames the subject (BLI) as failing to deliver on its core value proposition through expert testimony.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "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
}