{ "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": 264, "pageCount": 366, "prevPage": 263, "nextPage": 265, "slideType": "nominee_bio", "function": "introduce_nominees", "density": "overcrowded", "nDataPoints": 2, "notes": "Includes direct quotes from the physician regarding his clinical experience and frustrations with insurance paperwork.", "elementsJson": [ "paragraph", "quote_block", "footnote" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-21918ac10c17/264", "deckHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17#slide-264", "components": [ { "bbox": null, "kind": "callout", "text": "However, he stated insurance has recently become onerous to the point it’s turning off prescribers: “it’s been harder...I’ve been writing more letters and appeals...pain in the ass to prescribe”; “the fellows...say...it’s just so much easier to prescribe modafinil.”", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-64d1-73a9-abb9-7aa25bc19708", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.07, "y": 0.44 }, "kind": "list", "text": "1/3 of 90 patients on drug; scaled up prescribing right at approval", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "88fef3a2-3feb-4a7e-84fb-03e6e8c6d749", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.86, "x": 0.07, "y": 0.19 }, "kind": "paragraph", "text": "We note his atypical prescribing patterns and promotionalism versus physicians who are not speakers. Has ~100 active narcolepsy patients and has put a third on Wakix: “I really, really liked what I saw”; “I had no hesitation to use the medicine”; “it works really, really well.” Often uses it as a standalone medication, in contrast to all other doctors we spoke to – including other speakers, who only use it as 3rd or 4th line in a cocktail. However, he stated insurance has recently become onerous to the point it’s turning off prescribers: “it’s been harder...I’ve been writing more letters and appeals...pain in the ass to prescribe”; “the fellows...say...it’s just so much easier to prescribe modafinil.”", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4007559d-b8c2-49b9-8ebe-6fb6ab385f7d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.86, "x": 0.07, "y": 0.78 }, "kind": "quote", "text": "Insurance has become extremely onerous; turns off most doctors... “I know it’s been harder. I’ve been writing more letters and appeals...pain in the ass to prescribe...it’s just so much easier to prescribe modafinil or armodafinil.”", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "03a1f614-8f57-45e8-93ee-40cff25c5eb5", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.86, "x": 0.07, "y": 0.61 }, "kind": "quote", "text": "A: “Right now, I’ve got about maybe 90-95 active narcolepsy patients, and so if I’ve got 30, I’ve got roughly a third of them on the medicine...it works really, really well for both, and maybe even better for cataplexy.”", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "af0d26d0-c36f-4066-95c3-98f860e45d43", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.86, "x": 0.07, "y": 0.48 }, "kind": "quote", "text": "A: “At the time, it was marketed as an add-on medicine...I had no hesitation to use the medicine.”", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f9595a95-ddca-4b8d-9a28-eee4777682cd", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "“I really, really liked what I saw”; “I had no hesitation to use the medicine”; “it works really, really well.” — Physician in greater New York and CT area", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-64d1-73a9-abb9-7dd099d133e0", "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": "6231c9b8-a339-4e8a-9b0e-6682f9d1db28", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.86, "x": 0.07, "y": 0.07 }, "kind": "title", "text": "Prescriber #7: Physician in the New York/CT area who is a speaker and one of Harmony’s highest volume prescribers, scaling patients right away after FDA approval.", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f6a8185e-7ce1-4937-b058-d183ba22c40a", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }