{ "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": 377, "pageCount": 415, "prevPage": 376, "nextPage": 378, "slideType": "expose_contradiction", "function": "expose_contradiction", "density": "dense", "nDataPoints": 0, "notes": "The slide uses a Q&A format to expose a gap in the company's support infrastructure.", "elementsJson": [ "paragraph", "quote_block" ], "metadataConfidence": 0.95, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-3bcd52c6e583/377", "deckHref": "/decks/019dd923-622c-750b-8b9a-3bcd52c6e583", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-3bcd52c6e583.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-3bcd52c6e583#slide-377", "components": [ { "bbox": null, "kind": "callout", "text": "As a prescribing clinician, it is extra work, which is always a pain for us, which sounds weird as doctors, but to go through all this data and do that. No, you're absolutely right. In retrospect, could they be doing a better job with it? Absolutely correct. I can't argue with you. I can't argue with you.", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-64ce-7561-b2b5-cff81edebb65", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.48, "w": 0.86, "x": 0.07, "y": 0.41 }, "kind": "list", "text": "A: \"The other thing actually, to bring up sort of a negative point is you have to be really — a lot of these patients are on psychiatric drugs and other drugs, and it is quite complicated to — and I've asked them, Soleno. They've suggested some website to see interactions of Vykat with these other drugs, and it is quite complicated to - and I've asked them, Soleno. They've suggested some website to see interactions of Vykat...that's also a concern...the five patients that I picked are not on any other drugs as well. That is definitely somewhat of an obstacle as well. Do you understand what I'm saying? Q: \"The potential drug-drug interactions. These patients have a lot of comorbidities and a lot of other medications, naturally.\" A: \"Yeah, the specific CYP drugs and things like that.\" Q: \"And there are a lot of contraindications in the Vykat label, different CYPD, whatever, all these different pathways.\" A: \"That's what I'm talking about.\" Q: \"And the company just referred you to some website? They didn't even have a clear answer for it?\" A: \"Well, they referred to [chuckles] an FDA website and some other sites in terms of drug interactions. But the Panther RX, which is the dispensing pharmacy, who takes care of the appeals, they're the ones who've actually looked more specifically at this. As a prescribing clinician, it is extra work, which is always a pain for us, which sounds weird as doctors, but to go through all this data and do that. No, you're absolutely right. In retrospect, could they be doing a better job with it? Absolutely correct. I can't argue with you. I can't argue with you.\" – Division Chief for pediatric endocrinology at a major NE academic center", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6a8bd62c-2ca7-475c-9654-aab524008ef3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.86, "x": 0.07, "y": 0.33 }, "kind": "paragraph", "text": "Highly concerned about drug-drug interactions with Vykat; Soleno just referred him to an FDA site; limits the TAM dramatically; chose first 5 patients as ones not on other drugs; \"extra work...a pain for us\"", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f0da1773-fbef-4657-a810-398605314b31", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "The other thing actually, to bring up sort of a negative point is you have to be really — a lot of these patients are on psychiatric drugs and other drugs, and it is quite complicated to — and I've asked them, Soleno. They've suggested some website to see interactions of Vykat with these other drugs, that's also a concern that patients that I'm seeing, the five patients that I picked are not on any other drugs as well. That is definitely somewhat of an obstacle as well. — Division Chief for pediatric endocrinology at a major NE academic center", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-64ce-7561-b2b5-d211168da750", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.07, "y": 0.94 }, "kind": "source-note", "text": "Source: Scorpion Capital consultation calls with experts", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8ce949a1-1aa7-4740-b734-7f0a54e3e94c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.86, "x": 0.07, "y": 0.07 }, "kind": "title", "text": "The endocrinologist indicated fear of drug-drug interactions given the cocktail of medications that PWS patients tend to be on, and was dismayed that Soleno just referred him to an FDA website, Notably, he limited his Vykat start forms to patients on no other medications, further shrinking its TAM", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "aa9abdcd-a215-4625-a682-0356a8689b0e", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [ { "name": "expose_contradiction", "slug": null, "matchId": "b6b19a3b-85a6-4aad-a5e0-0b89cedf7932", "evidence": "The slide contrasts the company's referral to an FDA website with the physician's need for clinical support, exposing a gap in service.", "confidence": 0.8 } ], "arcBeats": [], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }