{ "docId": "019dd923-622c-750b-8b9a-21918ac10c17", "docSlug": "f3db2294dcf9", "documentTitle": "Harmony Biosciences (HRMY)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2023-03-28 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 101, "pageCount": 366, "prevPage": 100, "nextPage": 102, "slideType": "expose_contradiction", "function": "expose_contradiction", "density": "overcrowded", "nDataPoints": 0, "notes": "The slide uses Q&A format to highlight potential industry knowledge of safety risks that were not publicly disclosed.", "elementsJson": [ "paragraph", "quote_block", "footnote" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-21918ac10c17/101", "deckHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17#slide-101", "components": [ { "bbox": { "h": 0.03, "w": 0.45, "x": 0.07, "y": 0.36 }, "kind": "callout", "text": "Known cardiotoxicity signal; other companies “did look at pitolisant”", "attrs": null, "subkind": "primary", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "26f15676-748a-4c96-8272-755075b9740a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.55, "x": 0.07, "y": 0.8 }, "kind": "callout", "text": "Lilly and other companies also observed cardiotoxicity in H3 drug “clinical trials”", "attrs": null, "subkind": "primary", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "db3c1634-2f94-4593-8e8b-c437f5cc22ea", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "callout", "text": "There is this cardiovascular signal, which was known - I'm sure it was known as soon as people profiled it.", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-64d0-7099-9cd0-dee9137659db", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.85, "x": 0.07, "y": 0.83 }, "kind": "paragraph", "text": "“I've heard Lilly was also involved in H3. And I have heard that some companies, they observed some things in clinical trials. They told me what they observed, which I don't believe is in the public domain.” -Ex-longtime senior scientist at Johnson & Johnson, with global leadership roles in neuroscience", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "05e99ed5-93b2-4903-8fe0-3ced5fa7ac0d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.85, "x": 0.07, "y": 0.19 }, "kind": "paragraph", "text": "“Let me just give you a piece of...that's not to say that other companies did look at pitolisant. And you're correct. There is this cardiovascular signal, which was known - I'm sure it was known as soon as people profiled it.” As additional evidence, he stated that Lilly also observed cardiotoxicity in their H3 clinical trials but that it is not public: “they observed some things in clinical trials. They told me what they observed, which I don't believe is in the public domain.”", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3488f877-195b-45a3-91ba-6056377a2209", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.07, "y": 0.66 }, "kind": "paragraph", "text": "A: “Yeah, you're probably right. I'm trying to think. Let me just give you a piece of...that's not to say that other companies did look at pitolisant. And you're correct. There is this cardiovascular signal, which was known—I'm sure it was known as soon as people profiled it. But I never ever had access to that data other than conversations at meetings from other scientists...so, if we had been super, super interested, we could have done it in another country, but we weren't because we felt we had much better compounds—we knew we had better compounds.”—Longtime senior scientist at Johnson & Johnson, with global leadership roles in neuroscience", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8d1788b5-667c-435e-804e-173a5ce72909", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.85, "x": 0.07, "y": 0.4 }, "kind": "paragraph", "text": "Q: “So, there are two papers that I've come across where one person said that in their lab, we tested the hERG channel blocking for pitolisant, and they said it was off the charts, and they actually referenced the value. And they said this was confirmed by another lab, and they referenced a verbal conversation. They didn't footnote it; it wasn't published. So, there are two citations that I've come across that are very brief and very vague that reference cardiotoxicity. And then there's actually a paper that the Bioprojet people put out where they propose this algorithmic method for identifying hERG toxicity based on whatever the molecular structure is. But I thought it was very interesting that the paper was in 2011 after they'd already done a lot of work on pitolisant, and they called it BF2-something or the other or tiprolisant at the time. They never mentioned pitolisant, which made me realize that they seemed to know that it may not be as safe from a cardiac standpoint as they're saying now because otherwise, they would have mentioned it in that paper.”", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "abddc1c5-9aa3-4e1d-8202-71bfeefadcd7", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "“Let me just give you a piece of...that's not to say that other companies did look at pitolisant. And you're correct. There is this cardiovascular signal, which was known - I'm sure it was known as soon as people profiled it.” — Longtime senior scientist at Johnson & Johnson, with global leadership roles in neuroscience", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-64d0-7099-9cd0-e20028b015d6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.07, "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": "65717587-c9fd-4bf5-8628-f4a731b5221d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.07, "y": 0.07 }, "kind": "title", "text": "The scientist’s comments were cryptic and concerning", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "fedcb081-bd75-46ae-aa94-3accdc78b7ce", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }