{ "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": 366, "pageCount": 415, "prevPage": 365, "nextPage": 367, "slideType": "expose_contradiction", "function": "expose_contradiction", "density": "dense", "nDataPoints": 0, "notes": "The slide uses direct quotes to highlight a potential discrepancy between marketing claims and clinical reality.", "elementsJson": [ "paragraph", "quote_block", "footnote" ], "metadataConfidence": 0.95, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-3bcd52c6e583/366", "deckHref": "/decks/019dd923-622c-750b-8b9a-3bcd52c6e583", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-3bcd52c6e583.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-3bcd52c6e583#slide-366", "components": [ { "bbox": null, "kind": "callout", "text": "Soleno rep appears to be suggesting that Vykat's extended release formulation is “able to penetrate the brain better”", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-64ce-7561-b2b6-8b5d9658b902", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.35, "w": 0.86, "x": 0.07, "y": 0.07 }, "kind": "paragraph", "text": "Endocrinologist #4 stated he and his colleagues questioned the pill format and that pediatric endocrinologists are “super comfortable” with regular diazoxide and off-label prescribing in general; and noted that the Vykat’s rep’s explanation for the pill involved its purported clinical superiority in penetrating the brain, which we believe to be false marketing and to be unsupported in the label: “to be honest, a lot of things in pediatrics are off-label, specifically pediatric endocrine... diazoxide, to be honest, I'm super comfortable with it...most people should be pretty comfortable with it...we use it a lot...we all are pretty familiar with it...and the cost...I think that will make people say, huh”; “her line was extended-release...and because it's salt, it's different in talking about penetration to the brain...that's what she said...she said something about the salt form being able to penetrate the brain better and be more effective.”", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "1e01a822-b85d-476f-aa36-9fc70158b3d0", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.86, "x": 0.07, "y": 0.45 }, "kind": "paragraph", "text": "Concerned about pill in pediatric patients; pediatric endocrinologists “super comfortable” with off-label and generic diazoxide suspension; “most should be pretty comfortable with it”; cost will lead people to think about using it instead “We actually asked that as far as the pill, because the trial's four and up....I think some people are less comfortable writing off-label, although to be honest, a lot of things in pediatrics are off-label, specifically pediatric endocrine. Even diazoxide, to be honest, I'm super comfortable with it just because in fellowship we saw so much hyperinsulinism. Most people should be pretty comfortable with it. Hyperinsulinism, meaning congenital hyperinsulinism in babies that are born with their pancreases that are just making too much insulin. Then they have hypoglycemia. That's typically what we treat it for. We use it a lot. We all are pretty familiar with it. It's part of our daily conversations and the cost. I think that will make people say, huh.” - Pediatric endocrinologist at a Delaware academic center with eight endocrinologists and ~50 PWS patients", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "50662b10-04fc-47af-a202-4b7de7ef43f7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.2, "w": 0.86, "x": 0.07, "y": 0.72 }, "kind": "paragraph", "text": "Soleno rep appears to be suggesting that Vykat’s extended release formulation is “able to penetrate the brain better” Q: “What was the drug rep's answer when you asked this question about substitutability with generic?” A: “Her line was extended-release. And because it's salt, it's different in talking about penetration to the brain. That's what she said.” Q: “She said the salt has clinical benefit and penetration to the brain?” A: “She said something about the salt form being able to penetrate the brain better and be more effective. Again, the exact verbiage, I don't remember.” - Pediatric endocrinologist at a Delaware academic center with eight endocrinologists and ~50 PWS patients", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "dfeb0ad7-8b90-4900-b9dc-daec14c09290", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "“to be honest, a lot of things in pediatrics are off-label, specifically pediatric endocrine... diazoxide, to be honest, I'm super comfortable with it...most people should be pretty comfortable with it...we use it a lot...we all are pretty familiar with it...and the cost...I think that will make people say, huh”; “her line was extended-release...and because it's salt, it's different in talking about penetration to the brain...that's what she said...she said something about the salt form being able to penetrate the brain better and be more effective.” — Pediatric endocrinologist at a Delaware academic center", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-64ce-7561-b2b6-8c362a63b25c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.25, "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": "0646353c-6274-485b-946e-57cf1f76370f", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [ { "name": "ceo-quote-contradiction", "slug": null, "matchId": "408b55e6-6e7f-4a1f-9e69-819062866084", "evidence": "The slide contrasts a drug rep's marketing claim with an expert's clinical perspective.", "confidence": 0.85 } ], "arcBeats": [], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }