{ "docId": "019dd923-622c-750b-8b9a-3bcd52c6e583", "docSlug": "f06b0b5d2079", "documentTitle": "Soleno Therapeutics (SLNO)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-08-15 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 316, "pageCount": 415, "prevPage": 315, "nextPage": 317, "slideType": "expose_contradiction", "function": "expose_contradiction", "density": "overcrowded", "nDataPoints": 3, "notes": "The slide uses Q&A transcripts to undermine the perceived market success of the drug.", "elementsJson": [ "paragraph", "quote_block" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-3bcd52c6e583/316", "deckHref": "/decks/019dd923-622c-750b-8b9a-3bcd52c6e583", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-3bcd52c6e583.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-3bcd52c6e583#slide-316", "components": [ { "bbox": null, "kind": "callout", "text": "I wouldn't say anybody is wildly over the moon...it's not like a miracle...I don't think anybody's used the term miraculous to describe that they're seeing...no, it's not a cure.", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-64ce-7561-b2b0-c4b9aeee265b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.86, "x": 0.07, "y": 0.66 }, "kind": "list", "text": "No one “wildly over the moon” about the drug; “not a cure”", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "80522064-e402-4436-9a87-1d6766a91fce", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.86, "x": 0.07, "y": 0.45 }, "kind": "list", "text": "Lack of patient enthusiasm; only 3 patient calls out of >40 total", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "bdbfa37a-172b-4e8d-90ec-efcbc85ea903", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.86, "x": 0.07, "y": 0.48 }, "kind": "paragraph", "text": "Q: 'How much excitement do you see? ... Did you get bombarded when this got approved?' A: 'No, I got three calls... And so, no, it wasn't a floodgate that opened.' Q: 'Is it fair to say it was relatively muted or would you use a different word?' A: 'Yes.'", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "635d8c95-11da-49ba-a98d-f0764be9e119", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.86, "x": 0.07, "y": 0.69 }, "kind": "paragraph", "text": "Q: 'What do you hear from other people... Enthusiasm? Concern?' A: 'I think most people are... cautiously optimistic, but I wouldn't say anybody is wildly over the moon... it's not like a miracle... I don't think anybody's used the term miraculous to describe what they're seeing.' Q: 'Do you think it's even a cure...?' A: 'No, it's not a cure.'", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6f80caa7-9ca8-4d47-aef3-3dfc4322830e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.86, "x": 0.07, "y": 0.15 }, "kind": "paragraph", "text": "The investigator highlighted a lack of patient enthusiasm since Vykat’s FDA approval, with only 3 families calling out of >40 total: “I got three calls...so no, it wasn't a floodgate that opened.”", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a1c87ee7-c1c0-4c78-8608-b0d7b724f299", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.86, "x": 0.07, "y": 0.28 }, "kind": "paragraph", "text": "The investigator noted similar dismissiveness in the collaborative of PWS specialists with the largest patient caseloads in the US: “I wouldn't say anybody is wildly over the moon...it's not like a miracle...I don't think anybody's used the term miraculous to describe that they're seeing...no, it's not a cure.”", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a92c800c-449f-4656-9cf9-e66d4c1ab843", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "“I got three calls...so no, it wasn't a floodgate that opened.” — Trial investigator, pediatrician/geneticist, professor. “I wouldn't say anybody is wildly over the moon...it's not like a miracle...I don't think anybody's used the term miraculous to describe that they're seeing...no, it's not a cure.” — Trial investigator, pediatrician/geneticist, professor.", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-64ce-7561-b2b0-c957dd63caf1", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.07, "y": 0.95 }, "kind": "source-note", "text": "Source: Scorpion Capital consultation calls with experts", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "33555935-883d-4878-9371-8bc035b35a14", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [ { "name": "fraud-exposure", "slug": null, "matchId": "5efd871a-a9ba-4554-b4b6-0a8f1d0ccdad", "evidence": "Uses expert testimony to contradict public perception of drug efficacy and demand.", "confidence": 0.9 } ], "arcBeats": [], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }