{ "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": 275, "pageCount": 366, "prevPage": 274, "nextPage": 276, "slideType": "testimonial", "function": "expose_contradiction", "density": "overcrowded", "nDataPoints": 4, "notes": "The slide uses direct quotes from a consultation call to challenge the drug's safety and efficacy profile.", "elementsJson": [ "paragraph", "quote_block", "footnote" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-21918ac10c17/275", "deckHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17#slide-275", "components": [ { "bbox": null, "kind": "callout", "text": "Most of the time, I don't think it's doing anything.", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-70f3-714d-84c6-d7836d38daa6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.86, "x": 0.07, "y": 0.8 }, "kind": "list", "text": "1/3 discontinue due to lack of efficacy", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4ffee347-e511-47c2-a9ec-f0c4ce64e338", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.86, "x": 0.07, "y": 0.59 }, "kind": "list", "text": "50 Wakix patients out of 200 narcolepsy patients total", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c9a1f5e3-1762-4d05-b613-057dcb1d7346", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.86, "x": 0.07, "y": 0.15 }, "kind": "paragraph", "text": "200 narcolepsy patients total, of which 50 are on Wakix. Has a long history with Harmony, serving as a key trial investigator, adviser, and speaker. One-third of patients discontinue – “most of the time, I don’t think it’s doing anything.”", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2c1b6e43-5bb1-4caa-9a58-93f1d5d63e1c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.86, "x": 0.07, "y": 0.39 }, "kind": "paragraph", "text": "However, still exhibited some underlying concern: “I think that’s something that we’re going to have to watch with this medication.” Provided a narrative of a serious psychiatric adverse event in a patient with no existing history...", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "67355f1e-a19d-4eba-a977-73ccf9d9c609", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.86, "x": 0.07, "y": 0.27 }, "kind": "paragraph", "text": "Complacent about the safety and doesn’t do cardiac screening – “I’ve only run an EKG on one such patient”; liver and kidney issues are “not monitored routinely in narcolepsy centers and sleep clinics as a major concern.”", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "76d68d45-13f1-40ad-afbe-84a0d706ee5b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.86, "x": 0.07, "y": 0.62 }, "kind": "quote", "text": "My background is I'm board-certified in neurology and in sleep medicine... I personally attend to over 200 patients with narcolepsy... I have somewhere between 50 and 75 patients on Wakix, let's say 50, to be safe.", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a160d4e1-34fb-447b-9b9c-5092598da67a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.86, "x": 0.07, "y": 0.83 }, "kind": "quote", "text": "Out of the people I try it on, maybe 1 in 3 of them stop it. Most of the time, it's not side effects. Most of the time, I don't think it's doing anything... Some people have discontinued because of side effects.", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "db9ca24c-619f-45d0-b8f8-ab51d4343e46", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "“Most of the time, I don't think it's doing anything.” — Neurologist in Texas; “she had uncontrollable bursts of anger, and she was like, slamming her desk and stomping her feet on the floor...that was a weird one...could have been...very profound...she doesn't have any psychosis or bipolar or anything.” — Neurologist in Texas", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-70f3-714d-84c6-da08f4184b25", "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": "1a6c5d13-dabd-45c6-86b2-735d1dcffdc1", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.86, "x": 0.07, "y": 0.07 }, "kind": "title", "text": "Prescriber #11: Neurologist in Texas with “one of the largest narcolepsy patient populations in the US”", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a817d9b1-11e4-4896-86f4-fed0660b6862", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }