{
  "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": 389,
  "pageCount": 415,
  "prevPage": 388,
  "nextPage": 390,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "overcrowded",
  "nDataPoints": 0,
  "notes": "The slide uses a Q&A format to highlight expert skepticism regarding the drug's necessity and cost-effectiveness.",
  "elementsJson": [
    "paragraph",
    "quote_block",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-3bcd52c6e583/389",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-3bcd52c6e583",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-3bcd52c6e583.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-3bcd52c6e583#slide-389",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "That price is bananas because the disease isn't that expensive. And other interventions do make a big difference, especially when they're started early.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-70f3-714d-84c4-c54612dee8a2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.86,
        "x": 0.07,
        "y": 0.77
      },
      "kind": "paragraph",
      "text": "Vykat price is “bananas” as PWS is not an expensive condition and “other interventions do make a big difference”\nQ: “They're marketing at 500,000 to $1 million a year. Were you aware of that?”\nA: “That price is bananas because the disease isn't that expensive. And other interventions do make a big difference, especially when they're started early. And engaging the families to be the at-home therapist, just like kids with autism and ADA, makes a huge difference.” - Pediatric endocrinologist, division chief at an academic center",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "559fb2b0-437c-43ac-a3e7-7ba79c08b42e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.18,
        "w": 0.86,
        "x": 0.07,
        "y": 0.52
      },
      "kind": "paragraph",
      "text": "A: “We sat around the table reading the article. Didn't necessarily go into all the details that you discussed, and, obviously, didn't have some of the insights that you had. But the specific things that we talked about were diabetes and cardiac risk. At this point, nobody is really saying this is something we absolutely should be doing. And even with a couple of new other therapies out for CAH, etc., well, again, the company thinks it's the best thing since sliced bread. You know what? We are going to do our standard of care...we're not going to start it day one. For other disease states where there were no medications, some of the bone stuff, and having the utmost respect for some of the investigators, we started the new meds right away. The safety profile was great. The existing treatment sucked. And very comfortable and the existing treatment sucked, and the safety profile was really good.”",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "64793624-9c98-4dc1-8ca9-38d4487adeb7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.86,
        "x": 0.07,
        "y": 0.07
      },
      "kind": "paragraph",
      "text": "He stated that the 8 endocrinologists at the recent Vykat journal review thrashed the drug and dismissed Soleno’s claims, and viewed the price as “bananas” for a disease that’s not expensive to treat with diet and other interventions...",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "861f7da7-23e7-4e48-b3f3-fe63d2228a9f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.86,
        "x": 0.07,
        "y": 0.45
      },
      "kind": "paragraph",
      "text": "Recently reviewed Vykat article with eight endocrinologists at journal review; specifically concerned about diabetes and cardiac risk; “nobody is really saying this is something we absolutely should be doing”; dismissive of Soleno’s claims",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "878e7265-f95e-456d-bbdd-c5f25426c44f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.86,
        "x": 0.07,
        "y": 0.71
      },
      "kind": "paragraph",
      "text": "Q: “And how many endocrinologists did you guys have around the table when you went through this article?”\nA: “Eight.” - Pediatric endocrinologist, division chief at an academic center",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8dc106f1-f693-4201-aa24-011ec999c34f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "“we sat around the table reading the article...the specific things that we talked about were diabetes and cardiac risk...at this point, nobody is really saying this is something we absolutely should be doing...the company thinks it's the best thing since sliced bread...you know what?...we are going to do our standard of care...we're not going to start it day one.” — Pediatric endocrinologist, division chief at an academic center",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd953-70f3-714d-84c4-cb91324c5ee1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.25,
        "x": 0.07,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "Source: Scorpion Capital consultations with experts",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ab0a1810-71ac-4514-96c9-5986a315b80e",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "antagonist-introduction",
      "slug": null,
      "matchId": "28da2b19-78bd-414d-ae76-de7f5db34e25",
      "evidence": "The slide frames the company's claims as being 'thrashed' and 'dismissed' by experts.",
      "confidence": 0.8
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}