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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 direct quotes to expose a contradiction between the company's marketing (non-controlled status) and the actual physician experience (high administrative burden).",
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      "text": "Every physician we spoke to slammed how onerous and unusual Wakix’s centralized pharmacy is, stating that it’s actually more difficult to use than controlled drugs, thus negating any potential benefit.",
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      "text": "We suspect Wakix runs it this way as part of its off-label scheme, which we detail in another section, which requires centralized control over its hub and specialty pharmacies. We quote two different prescribers below.",
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      "text": "Harmony overplays the benefit: “they play the schedule thing really hard”; Harmony is harder to prescribe",
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      "text": "“Meaningless” benefit from non-controlled substance given Harmony’s centralized pharmacy “made it so difficult”",
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      "text": "\"they made it so difficult...because of the centralized pharmacy...any benefit...is basically in the wash...practically meaningless.\" — Physician and professor of neurology at a large academic center; \"they play the schedule thing really high\"...\"what you have to jump through\"...\"it shouldn't be this hard.\" — Physician in private and academic practice in PA",
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      "text": "Source: Scorpion Capital consultation calls with experts",
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