{
  "docId": "019dd923-622c-750b-8b9a-2a2468219173",
  "docSlug": "ce565b841c40",
  "documentTitle": "Nevro Corp. (NVRO)",
  "authorId": "58_Scorpion_Capital",
  "authorName": "Kir Kahlon",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2021-01-07 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.3333334,
  "pageNumber": 156,
  "pageCount": 239,
  "prevPage": 155,
  "nextPage": 157,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "dense",
  "nDataPoints": 12,
  "notes": "The slide uses historical data to undermine the company's 'innovation' narrative.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "screenshot",
    "data_table"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-2a2468219173/156",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-2a2468219173",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-2a2468219173.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-2a2468219173#slide-156",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "A simple literature search shows why KOL’s broadly ridicule Nevro’s PDN hype as stock promotion and Wall Street naivete.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-3f3d-76db-b343-4aa2cb2b56b2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.9,
        "x": 0.05,
        "y": 0.12
      },
      "kind": "paragraph",
      "text": "A simple literature search shows why KOL's broadly ridicule Nevro's PDN hype as stock promotion and Wall Street naivete. Far from being a new indication that Nevro pioneered, one can find scores of publications going back over 25 years on the use of stimulators for PDN...",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "16dc4eeb-aa94-426e-8639-6748d7a3f036",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "Electrical spinal-cord stimulation for painful diabetic peripheral neuropathy — Solomon Tesfaye, Jonathan Watt, Susan J Benbow, Kiang A Pang, John Miles, Ian A MacFarlane",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd953-3f3d-76db-b343-4e44b1cf96fe",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Source: https://stjudepaincenters.com/wp-content/uploads/2018/12/Spinal-cord-stimulation-painful-diabetic-neuropathy-Tesfaye.pdf; https://stjudepaincenters.com/wp-content/uploads/2018/12/Safety-efficacy-spinal-cord-stimulation-chronic-pain-20-year-review-Cameron-1.pdf",
      "attrs": null,
      "subkind": "source-note",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "41718cf9-3dff-4d44-b341-d22a7a37b9f0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.45,
        "x": 0.05,
        "y": 0.65
      },
      "kind": "table",
      "text": "Study published in 1996 claimed a 70% reduction in VAS pain score and 86% narcotics reduction",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "aa8fbe08-b1c9-4f46-bd98-48efd49ceb18",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.4,
        "x": 0.55,
        "y": 0.65
      },
      "kind": "table",
      "text": "20 year literature review of SCS published in 2004 lists 4 PDN studies with 67% success rate",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ad186d42-35dc-4c42-9b57-ab888a8a3cba",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "11. TAM expansion and growth from painful diabetic neuropathy (PDN) and other new indications are a mirage",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e78f1865-a95f-4be0-8b5a-1b2b47889d78",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Data Story Arc",
      "slug": "data-story-arc",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "fe3796a0-af79-4fa3-ad13-84d8fd5ee29d",
      "evidence": "The use of data and literature to support the allegations about Nevro's practices.",
      "confidence": 0.7
    }
  ],
  "frameworks": [
    {
      "name": "expose_contradiction",
      "slug": null,
      "matchId": "cbe47396-2a4a-4755-903f-fc897efb358b",
      "evidence": "Contrasts current company claims with historical academic literature.",
      "confidence": 1
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}