{ "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": 278, "pageCount": 366, "prevPage": 277, "nextPage": 279, "slideType": "nominee_bio", "function": "introduce_nominees", "density": "dense", "nDataPoints": 4, "notes": "The slide uses a Q&A format to present qualitative feedback from a specific physician.", "elementsJson": [ "headline_text", "paragraph", "quote_block", "footnote" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-21918ac10c17/278", "deckHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17#slide-278", "components": [ { "bbox": null, "kind": "callout", "text": "The main drawback of this is that it doesn't work or it works very little.", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-64d1-73a9-abba-9b321844066b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.86, "x": 0.07, "y": 0.23 }, "kind": "paragraph", "text": "Not first line, only second or third line\nA: “It’s best to use, in my opinion, adjunctively with other medicines.”\nQ: “So, you’re not really using it as a first-line treatment—it’s typically part of a cocktail, like a second, third, fourth-line treatment? Is that correct?”\nA: “...we have a lot of patients that are taking it as a second or third medication.” - Sleep physician in the Bay Area, CA", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "311e4532-d38f-4023-b90f-2afedce4781b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.3, "w": 0.86, "x": 0.07, "y": 0.6 }, "kind": "paragraph", "text": "Estimates that top prescribers could be 5-700 patients total\nQ: “Are you their largest prescriber in the country? How many other guys are there that are prescribing with more than 100 patients on it?”\nA: “A lot. At one point, they did tell me I was top—but I think I’m top five now because there are a couple of others on the East coast that have taken over.”\nQ: “How many patients does their biggest prescriber have?”\nA: “I don’t know. Honestly, I have no idea of that number. But my guess is probably, I’m sure there are some East coasters in probably the 200-plus range, or 150-plus range or something like that is my guess.”\nQ: “So, like the top 5, could be what? Like 700, 1000 patients, something like that?”\nA: “You mean, how many total would that be? Yeah. I would say, yeah, probably that range, right, like 500 to 700 patients, something like that, yeah.” -Sleep physician in the Bay Area, CA", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "45d6734a-8b19-46dc-9b77-51726d2e5d07", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.11, "w": 0.86, "x": 0.07, "y": 0.47 }, "kind": "paragraph", "text": "Not enthusiastic\n“I think overall, it’s not going to be like a miraculous wonder drug that goes nuts. It’s going to be a medication for those that are really, truly interested in treating narcolepsy or hypersomnia and have that interest and willing to be a little more patient with not only their patient population but other medications.” - Sleep physician in the Bay Area, CA", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b15ee74b-c81c-4730-964e-a52122ceb5af", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.86, "x": 0.07, "y": 0.39 }, "kind": "paragraph", "text": "Doesn’t even think it works\n“The main drawback of this is that it doesn’t work or it works very little.” -Sleep physician in the Bay Area, CA", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f9f499d4-2fe4-4256-b3b8-0688499db3e4", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "It's best to use, in my opinion, adjunctively with other medicines. — Sleep physician in the Bay Area, CA", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-64d1-73a9-abba-9d23f6be4921", "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": "03a02c04-1f9b-4c7f-a6e1-84adaa0de16d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.86, "x": 0.07, "y": 0.07 }, "kind": "title", "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.", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "be3db0b5-c28c-4a99-92e2-023d0a1b3321", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }