{
  "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": 3,
  "pageCount": 366,
  "prevPage": 2,
  "nextPage": 4,
  "slideType": "testimonial",
  "function": "expose_contradiction",
  "density": "dense",
  "nDataPoints": 2,
  "notes": "The slide uses a 'villain' narrative technique by juxtaposing critical expert opinion with aggressive sales tactics and controversial industry associations.",
  "elementsJson": [
    "quote_block"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-21918ac10c17/3",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-21918ac10c17#slide-3",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "I put a lot of money on the fact that dude, I'm probably their number-one guy. I can't imagine somebody more aggressive than I am about this...we probably went balls to the wall to get people on it...100% of every narcoleptic is offered Wakix, absolutely...we are extremely aggressive about offering Wakix...who the hell wouldn't want to write this shit?",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-64d0-7099-9cc9-3c2ddb31da73",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.7,
        "x": 0.15,
        "y": 0.11
      },
      "kind": "quote",
      "text": "“The people prescribing Wakix are the dumb doctors or they're speakers for the company, not the ones I would want my family seeing for narcolepsy...the speakers are prescribing like crazy, and I'm like, okay, how are you finding the patients?...If Wakix was going to be a hit, it would have been a hit by now...I scratch my head wondering why patients that are on it are on it.”",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5c978d54-6c9d-4fa9-b154-6849e7e8e6a3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.7,
        "x": 0.15,
        "y": 0.6
      },
      "kind": "quote",
      "text": "“I put a lot of money on the fact that dude, I'm probably their number-one guy. I can't imagine somebody more aggressive than I am about this...we probably went balls to the wall to get people on it...100% of every narcoleptic is offered Wakix, absolutely...we are extremely aggressive about offering Wakix...who the hell wouldn't want to write this shit?”",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "63731306-dd9d-4994-a96f-d42aa8059e7a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.7,
        "x": 0.15,
        "y": 0.43
      },
      "kind": "quote",
      "text": "“Bro. These guys invented price increases. I literally learned it from them.”",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "df16a094-bb20-4ac0-a918-f326b40c3f1a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "\"The people prescribing Wakix are the dumb doctors or they're speakers for the company, not the ones I would want my family seeing for narcolepsy...the speakers are prescribing like crazy, and I'm like, okay, how are you finding the patients?...If Wakix was going to be a hit, it would have been a hit by now...I scratch my head wondering why patients that are on it are on it.\" — Physician and professor at Stanford. \"Bro. These guys invented price increases. I literally learned it from them.\" — Martin Shkreli. \"I put a lot of money on the fact that dude, I'm probably their number-one guy...who the hell wouldn't want to write this shit?\" — An Alabama physician.",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd953-64d0-7099-9cc9-4288e83a93eb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.7,
        "x": 0.15,
        "y": 0.8
      },
      "kind": "source-note",
      "text": "-An Alabama physician and recipient of what we believe to be kickbacks via Harmony’s “Speakers Program,” who told us he has >100 patients on Wakix – a number that vastly exceeds the number of statistically-probable narcolepsy patients in his practice radius, and who we think drives ~5% of Harmony’s revenue and shows its dependence on a few corrupt high-volume prescribers",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1c7c96d9-5d9a-4858-9024-8dd2be4dadd1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.7,
        "x": 0.15,
        "y": 0.36
      },
      "kind": "source-note",
      "text": "-Physician and professor at Stanford with a large narcolepsy practice; the pre-eminent sleep center in the US, which many in the field look to for thought leadership",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9c10c9a0-c459-4a54-b10b-d09b0ac4e5fa",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.7,
        "x": 0.15,
        "y": 0.51
      },
      "kind": "source-note",
      "text": "-Martin Shkreli, speaking of Harmony founder and chairman Jeff Aronin’s previous company Marathon Pharmaceuticals",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ddd8c4b2-044e-4012-a2e7-dcd6483d9e64",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "antagonist-introduction",
      "slug": null,
      "matchId": "1a0608c4-12bd-4ee2-bfa7-9439f2c53b0e",
      "evidence": "The slide frames the company and its prescribers as villains through negative testimonials.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 10,
      "from": 1,
      "beatId": "aac0dd07-d17f-4430-b8ac-8dd57ce646ce",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "Setup & Stakes",
      "beatSlug": null,
      "evidence": "The document sets up the stakes by presenting the company's troubled history and the concerns over its drug and financial reporting",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}