{
  "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": 262,
  "pageCount": 366,
  "prevPage": 261,
  "nextPage": 263,
  "slideType": "testimonial",
  "function": "expose_contradiction",
  "density": "dense",
  "nDataPoints": 3,
  "notes": "The slide uses a Q&A format to validate the negative thesis regarding Wakix market performance.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "quote_block"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-21918ac10c17/262",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17#slide-262",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "I think that this drug is a little 'meh'; no buzz or enthusiasm among sleep doctors; \"I haven't had a single patient who said, oh my god, this is so much better\"; always part of a cocktail – \"never been a first line and even the sales rep told me actually they didn't promote it that way\"; reimbursement pressure has \"gotten tighter\" in the last 6 months.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-64d1-73a9-abb9-3549299ab18a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.86,
        "x": 0.07,
        "y": 0.51
      },
      "kind": "paragraph",
      "text": "No buzz; not a single patient said drug made them “so much better”\nQ: “Is there any buzz or enthusiasm among doctors?”\nA: “Nah, not really. As I said, I haven’t had a patient who said, oh my god, this is so much better. That’s the one I’m waiting for. I kind of almost want to see the webcast to see what the people who are being paid to do it, who are doctors say in their own experience because I’m just not having that” - Physician in private and academic practice in PA with 30-40 narcolepsy patients",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "76169c4d-719b-4dc1-b72d-8eb2c0d4ae16",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.86,
        "x": 0.07,
        "y": 0.68
      },
      "kind": "paragraph",
      "text": "Never been a first line drug; sales rep says only promoted as combo therapy\nQ: “What’s the longest you’ve had a patient on Wakix of the five?”\nA: “Probably two years.\nQ: “Is this part of a cocktail, or are they on the drug alone?\nA: “It was part of a cocktail, yeah. Usually, with cataplexy, they were on Xywav, and they were on Sunosi, and they were on Wakix, all three, actually. It was step up...I have to say it’s never been a first-line, and even the sales rep told me actually they didn’t promote it that way.” - Physician in private and academic practice in PA with 30-40 narcolepsy patients",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ce568b58-ea0c-4a79-b455-95fdaa4fa931",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.86,
        "x": 0.07,
        "y": 0.24
      },
      "kind": "paragraph",
      "text": "Large practice with 5 docs but only 5 patients on Wakix; “meh” drug; no new starts in 6 months\nA: “I’ll just round off and say I have 40 people with narcolepsy, I think maybe 12 of them have cataplexy, and the vast majority don’t...I have about five patients on Wakix.... We have 3 pulmonologists and two neurologists. I even asked the one neurologist. But I can tell you the total number of Wakix among all five of us. It’s not a lot. It’s not as much as these other drugs. ..”\nQ: “When was the last time you had a new patient go on it? So, you’ve had five. When did you last write a script?”\nA: “Beginning of the summer, maybe. It may have been six months. Yeah, there has not been a new start...my daughter, I’ll ask - how was Pre-Algebra? She goes, “Meh.” Sometimes I think that this drug is a little “meh.” -Physician in private and academic practice in PA with 30-40 narcolepsy patients",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dd16fcf9-07f6-481a-aca2-f7c80978ed1c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "\"I think that this drug is a little 'meh'\" — Physician in private and academic practice in PA with 30-40 narcolepsy patients. \"I haven't had a single patient who said, oh my god, this is so much better\" — Physician in private and academic practice in PA with 30-40 narcolepsy patients. \"It was part of a cocktail, yeah. Usually, with cataplexy, they were on Xywav, and they were on Sunosi, and they were on Wakix, all three, actually. It was step up...I have to say it's never been a first-line, and even the sales rep told me actually they didn't promote it that way.\" — Physician in private and academic practice in PA with 30-40 narcolepsy patients.",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd953-64d1-73a9-abb9-3bc103ef4b2f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "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": "493b2382-3a3f-44be-97ca-14c55c30c79f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.86,
        "x": 0.07,
        "y": 0.07
      },
      "kind": "title",
      "text": "Prescriber #6: Physician in private and academic practice in Philadelphia, large practice with five sleep doctors but only 5 Wakix patients among them. No new patient starts in 6 months; “I think that this drug is a little ‘meh’; no buzz or enthusiasm among sleep doctors; “I haven’t had a single patient who said, oh my god, this is so much better”; always part of a cocktail – “never been a first line and even the sales rep told me actually they didn’t promote it that way”; reimbursement pressure has “gotten tighter” in the last 6 months.",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "62ac69ec-1e7c-492b-9af0-d4ca2a3cb4c8",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}