{ "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": 273, "pageCount": 366, "prevPage": 272, "nextPage": 274, "slideType": "testimonial", "function": "illustrate_case", "density": "overcrowded", "nDataPoints": 2, "notes": "The slide uses a Q&A transcript format to validate the summary points provided at the top.", "elementsJson": [ "headline_text", "paragraph", "quote_block", "footnote" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-21918ac10c17/273", "deckHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17#slide-273", "components": [ { "bbox": null, "kind": "callout", "text": "I don't think it was better than the current standard of care that you could provide with Provigil and Nuvigil, a low dose of methylamphetamine, and things like that.", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-70f3-714d-84c6-a1a44129fcd4", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.86, "x": 0.07, "y": 0.32 }, "kind": "paragraph", "text": "Initially excited but now ambivalent; new starts have dropped in last 6 months; saturated field; reimbursement hassles; no better than standard of care with generics like modafinil", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "55e1da7c-18bc-43ef-b943-989a52ec7808", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.86, "x": 0.07, "y": 0.15 }, "kind": "paragraph", "text": "Has now soured – “I was very excited initially based on the mechanism of action” – but has barely put any patient on in the last 6 months. “Pretty high” discontinuation rate – “a lot of patients just don’t want to stay on it.” Competes in “a pretty saturated field” of EDS and cataplexy drug and no better than “the current standard of care” with inexpensive generics like modafinil. Onerous to prescribe given reimbursement pressure and her “staff was spending a lot of time in that regard.”", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "aaf9a5fd-f7e6-480d-aaf5-2a12835d728d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.86, "x": 0.07, "y": 0.51 }, "kind": "paragraph", "text": "Q: “How many narcolepsy EDS patients do you have in total? What percentage of them do you have on Wakix?” A: “I’d say probably about 100-120 patients with narcolepsy, EDS, and cataplexy. So maybe 10% or 15% on.”", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f750de42-e187-46f7-ab23-255e5299a7cf", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.86, "x": 0.07, "y": 0.38 }, "kind": "quote", "text": "A: “I would say Wakix right now is probably about 20 patients. I was very excited initially based on the mechanism...but I have to say it's a pretty saturated field... I might have had a couple more patients on over the past six months or so.”", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3009cdef-5a8c-44d5-a2e4-ec57fd94d328", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.86, "x": 0.07, "y": 0.65 }, "kind": "quote", "text": "A: “I think it's gone down a little bit... I think, again, it was, well, number one, prescribing itself was just difficult in terms of access... my staff was spending a lot of time in that regard. I don't think it was better than the current standard of care... efficacy really wasn't better than the current standard of care.”", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6c21b29f-0d18-4366-905c-69b59cf21750", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "I was very excited initially based on the mechanism...but I have to say it's a pretty saturated field...I might have had a couple more patients on over the past six months or so. — Neurologist in the New York, major academic center", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-70f3-714d-84c6-a712da74ff8d", "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": "284ac8da-d4d7-4b70-923e-f0ed49f9f73f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.86, "x": 0.07, "y": 0.07 }, "kind": "title", "text": "Prescriber #10: Neurologist in New York City at a leading medical center with 20 out of 100-120 narcolepsy patients on Wakix.", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "61b5c904-4702-4e98-ac5d-440e447780e1", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }