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  "documentTitle": "Harmony Biosciences (HRMY)",
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  "authorName": "Scorpion Capital",
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  "presentationDate": "2023-03-28 00:00:00",
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  "notes": "The slide uses a Q&A format to validate the prescriber's credentials and patient volume.",
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      "text": "Doesn’t even think the drug works and not enthusiastic: “...the main drawback is that it doesn’t work or works very little”; “not going to be like a miraculous wonder drug that goes nuts.”",
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      "text": "110 patients on Wakix out of 250 or so narcoleptics. Q&A transcript regarding history with Wakix, patient counts, and practice size.",
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      "text": "Doesn’t even think the drug works and not enthusiastic: “...the main drawback is that it doesn’t work or works very little”; “not going to be like a miraculous wonder drug that goes nuts.” Wakix market opportunity is saturated and peaked a year ago; not much growth likely in new patients or new prescribers, even if they get other indications like idiopathic hypersomnia; got every prescriber they’re going to get. Estimates that top 5 Harmony prescribers nationally could be 5-700 patients – potentially ~30% of the company’s revenue, by our math. Complacent about safety and does no monitoring – “those items are just warnings...you don’t have to do anything.” Says Harmony won’t disclose the drug’s price to doctors and reps are allegedly instructed not to do so.",
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      "text": "“...one of the more demanded speakers” “Yeah-yeah, I’ve done a lot [of speaking events]. I max out every year with them quickly. I’m one of the more demanded speakers out there.” – Sleep physician in the Bay Area, CA",
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      "text": "“...the main drawback is that it doesn’t work or works very little”; “not going to be like a miraculous wonder drug that goes nuts.” — Sleep physician in the Bay Area, CA",
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      "text": "Source: Scorpion Capital consultation calls with experts",
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      "text": "Prescriber #12: Private practice physician in Northern California who is one of Harmony’s main speakers, with ~110 patients on Wakix out of 250 narcolepsy patients total, and stated he’s one of their top 5 prescribers nationally.",
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