{ "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": 65, "pageCount": 239, "prevPage": 64, "nextPage": 66, "slideType": "villain_critique", "function": "name_villain", "density": "overcrowded", "nDataPoints": 0, "notes": "The slide uses anecdotal evidence from public review sites to attack the character of a key study investigator.", "elementsJson": [ "headline_text", "paragraph", "quote_block" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-2a2468219173/65", "deckHref": "/decks/019dd923-622c-750b-8b9a-2a2468219173", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-2a2468219173.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-2a2468219173#slide-65", "components": [ { "bbox": null, "kind": "callout", "text": "The opinions that KOL's and former employees shared of the SENZA-RCT's lead investigator appear consistent with patient reviews – with one patient warning \"Please beware this clinic and this man.\"", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-3f3d-76db-b33b-91bf15d7c300", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.1, "w": 0.88, "x": 0.06, "y": 0.13 }, "kind": "paragraph", "text": "The opinions that KOL's and former employees shared of the SENZA-RCT's lead investigator appear consistent with patient reviews – with one patient warning \"Please beware this clinic and this man.\" We caution that these reviews are from a public doctor review site, that we have not verified their accuracy or authenticity, and that they therefore may be neither.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a5384984-bd10-4c52-aeb4-f16044f4d016", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.88, "x": 0.06, "y": 0.68 }, "kind": "quote", "text": "Dr. [redacted] is the greatest doctor in the world, and if you don't believe it just ask him. His explanations are poor, doesn't seem to want to listen to the patient.", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "28f666c8-00ea-4f25-a597-4358ea04d8c3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.88, "x": 0.06, "y": 0.25 }, "kind": "quote", "text": "I was seen by this clinic several times... the nastier/louder he got, until he was literally standing in front of me, yelling at me. In the end, he yelled he wouldn't treat me any more, and yelled from down the hall for me to leave. He absolutely did not care about anything I had to say. Please beware of this clinic and this man.", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2ffa6d04-fc10-4621-9a9c-559cb9b0eb3f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.88, "x": 0.06, "y": 0.55 }, "kind": "quote", "text": "I felt he was trying to SELL me a spinal stimulator, rather than explain what it is. He blatantly lied about the size of battery and the pain level associated with it.", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "817063f1-1628-4869-8a9e-a5d75be981c6", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "\"I was seen by this clinic several times, a different person each time, and only on the last visit did I get to see the lauded Dr. [redacted]. He stormed into the room, introduced himself, and told me, without hearing a word from me, what he had determined I needed to do next, which was another procedure. When I told him I was not interested at this point in that procedure, and tried to discuss what I had come to talk about, which was concerns about contraindication with the medicine he had prescribed, he raised his voice and began telling me about how his way is the only way that works, and all my other doctors are incompetent. The longer I tried to get back to what I needed to speak with him about, the nastier/louder he got, until he was literally standing in front of me, yelling at me. In the end, he yelled he wouldn't treat me any more, and yelled from down the hall for me to leave. He absolutely did not care about anything I had to say. Please beware of this clinic and this man.\" — Patient review, 11/11/2019; \"I felt he was trying to SELL me a spinal stimulator, rather than explain what it is. He blatantly lied about the size of battery and the pain level associated with it.\"- Patient review 6/26/2018; \"Dr. [redacted] is the greatest doctor in the world, and if you don't believe it just ask him. His explanations are poor, doesn't seem to want to listen to the patient.\" — Patient review 11/1/17", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-3f3d-76db-b33b-940e87bf2f58", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.06, "y": 0.95 }, "kind": "source-note", "text": "Source: Healthgrades.com", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3bae6ad0-549c-4401-8e8b-6065b6824027", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.88, "x": 0.06, "y": 0.09 }, "kind": "title", "text": "3. Trial investigators, KOL's, and ex-employees painted the SENZA pivotal study as a fraud", "attrs": null, "subkind": "action-title", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e0370a34-2bbf-47b3-bf5b-7a30b87913e7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "Scorpion Capital | Nevro (NYSE: NVRO)", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ee01dcea-e271-4c5c-bc23-72bd6493ef94", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [ { "name": "antagonist-introduction", "slug": null, "matchId": "40deb260-b2a4-49c0-9c50-030b8ac19c01", "evidence": "The slide explicitly frames a specific doctor as a villain to undermine the credibility of a clinical study.", "confidence": 0.9 } ], "arcBeats": [ { "to": 150, "from": 51, "beatId": "903c076a-f368-4ca1-844c-277874c1afb2", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "The Victory", "beatSlug": "overcoming-monster-the-victory", "evidence": "The deck presents a conclusion that Nevro's problems are insurmountable", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }