{
  "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": 33,
  "pageCount": 239,
  "prevPage": 32,
  "nextPage": 34,
  "slideType": "villain_critique",
  "function": "name_villain",
  "density": "overcrowded",
  "nDataPoints": 0,
  "notes": "The slide uses highlighted text to emphasize specific claims about tolerance and pathological changes.",
  "elementsJson": [
    "paragraph",
    "quote_block"
  ],
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-2a2468219173/33",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-2a2468219173",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-2a2468219173.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-2a2468219173#slide-33",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "A number of KOL’s stated their belief that Nevro’s high frequency mechanism of action is uniquely dangerous versus conventional low frequency stimulators, a finding supported by extensive posts in Nevro patient support groups on Facebook.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-3f3d-76db-b339-0c70d87c04cf",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.9,
        "x": 0.05,
        "y": 0.13
      },
      "kind": "paragraph",
      "text": "A number of KOL’s stated their belief that Nevro’s high frequency mechanism of action is uniquely dangerous versus conventional low frequency stimulators...",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "64a2e3d6-3bd9-41e1-b780-1960cd896fa4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.9,
        "x": 0.05,
        "y": 0.75
      },
      "kind": "quote",
      "text": "I’m saying it’s just too much energy and you have to back off. Either the cells are down-regulating and can’t hear the noise anymore...",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5d13a1cc-aa67-4b68-b199-265a65708b1a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.9,
        "x": 0.05,
        "y": 0.45
      },
      "kind": "quote",
      "text": "You can only beat on the spinal cord so long before a refractory response happens. Look at drugs – ones that effect the nervous system lead to tolerance...",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5efb5f86-297a-46c6-968a-cd03f352abdd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.9,
        "x": 0.05,
        "y": 0.62
      },
      "kind": "quote",
      "text": "I believe, and a lot of other doctors believe, that you can only pound on the spinal cord so much. You’re seeing a shift now...",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "affb4442-a1c4-4a1a-bbf4-77a6afa9972b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "You can only beat on the spinal cord so long before a refractory response happens. Look at drugs – ones that effect the nervous system lead to tolerance. If you take two Vicodin a day you need four a day after 6 months to get the same effect because your nervous system is plastic. The pathological changes that may have occurred in patients with Nevro’s HF10 therapy are being studied. — KOL and former Nevro consultant",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd953-3f3d-76db-b339-13c3795e2959",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.2,
        "x": 0.05,
        "y": 0.96
      },
      "kind": "source-note",
      "text": "Source: Consultation calls with experts",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "18fc87e5-e46d-4048-b9f7-bdb174bb2c33",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.4,
        "x": 0.05,
        "y": 0.04
      },
      "kind": "title",
      "text": "Scorpion Capital | Nevro (NYSE: NVRO)",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0f257971-896f-48c6-99b8-b1836b58ab96",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.2,
        "x": 0.05,
        "y": 0.1
      },
      "kind": "title",
      "text": "1. Introduction to Nevro",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5eeac726-3b16-48fd-b62c-50db45553936",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "antagonist-introduction",
      "slug": null,
      "matchId": "8baf3a8f-979b-4e9b-9cdb-ceb4640d4332",
      "evidence": "The slide frames Nevro's technology as a dangerous, failing product through expert testimony.",
      "confidence": 0.85
    }
  ],
  "arcBeats": [
    {
      "to": 50,
      "from": 21,
      "beatId": "88afdd76-4cd8-403f-9d7e-4634fdd1d420",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "The Struggle",
      "beatSlug": "overcoming-monster-the-struggle",
      "evidence": "The deck details the struggles faced by Nevro's patients and the company's response",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}