{ "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": 270, "pageCount": 366, "prevPage": 269, "nextPage": 271, "slideType": "nominee_bio", "function": "introduce_nominees", "density": "overcrowded", "nDataPoints": 3, "notes": "Includes verbatim Q&A excerpts highlighting patient volume and discontinuation rates.", "elementsJson": [ "paragraph", "quote_block", "footnote" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-21918ac10c17/270", "deckHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17#slide-270", "components": [ { "bbox": null, "kind": "callout", "text": "80% discontinuation rate within 1-2 months", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-70f3-714d-84c6-6fd07e88ad2d", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "metric", "text": "discontinuation rate: 80%", "attrs": null, "subkind": "primary", "toolName": "Quantification", "toolSlug": "quantification", "confidence": null, "componentId": "019dd953-70f3-714d-84c6-76722164e0b9", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.86, "x": 0.07, "y": 0.45 }, "kind": "paragraph", "text": "A: “My background is in neurology. I'm board certified in neurology and sleep medicine in the U.S. I'm kind of similarly board-certified in the UK and in Europe in sleep medicine now. So, I initially used Wakix in the U.S. for probably about two or three years before I moved back. And then, I've also had experience in using it in the UK. In the UK, I think I have about two patients on pitolisant currently for narcolepsy with cataplexy.”", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "18eeeaa4-83d9-4dc4-938b-75236e82579d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.35, "x": 0.07, "y": 0.65 }, "kind": "paragraph", "text": "80% discontinuation rate within 1-2 months", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3a1dc547-7be1-41ff-bc41-e79c80082e65", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.45, "x": 0.07, "y": 0.43 }, "kind": "paragraph", "text": "Started using Wakix years ago but has only two patients on it", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "61a3deed-0115-4815-8021-ffea8af138b6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.86, "x": 0.07, "y": 0.75 }, "kind": "paragraph", "text": "A: “I would say about 80% of the patients I've tried it on discontinued, within one to two months, most of them won't stay on it. One, because of headaches, or they just don't think it's doing anything. And a lot of these people are working, so they can't wait. You say give it three months to see the effect because it's continued improvement, and they just say, “Well, I'm working. I can't do this. I need something else now.” - Neurologist in the UK who also practiced in the US; used Wakix in both settings", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "db8c5087-6e30-428b-aac8-453841bca2a1", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "“it interacts with everything” — Neurologist in the UK who also practiced in the US; used Wakix in both settings", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-70f3-714d-84c6-71547759a431", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.25, "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": "7abd4d5e-06d2-4481-b7a7-480b09ab12e9", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.35, "w": 0.86, "x": 0.07, "y": 0.07 }, "kind": "title", "text": "Prescriber #9: UK-based neurologist who has advised Harmony and until recently practiced in the US and used Wakix in both settings; long experience with the drug given involvement with the early access program. Now barely uses it with only 2 patients on drug; 80% discontinuation rate within 1-2 months; “failed drug” that never “really took off”; people “reluctant to use it”; last resort drug and “not aware of any high volume prescribers” - only dabblers, as institutions stopped using it; hasn’t come across a single doctor who raves about it. Lack of efficacy, drug-drug interactions, and side effects cause patients to discontinue. Drug-drug interactions are such a huge problem - “it interacts with everything” - that he advised Harmony they need a separate website to alert patients. Asked Harmony for data from the failed HARMONY 2 trial - which was swept under the rug - but was never given it.", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e09922ec-53a2-4c8d-8ff0-675c5140c0f4", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }