{
  "docId": "019dd923-622c-750b-8b9a-8c03a48e7d6f",
  "docSlug": "86e21d9d1e23",
  "documentTitle": "PMV Pharmaceuticals (PMVP)",
  "authorId": "60_Wolfpack_Research",
  "authorName": "Wolfpack Research",
  "documentKindSlug": "research-note",
  "documentKindLabel": "Research note",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2022-05-19 00:00:00",
  "orientation": "portrait",
  "aspectRatio": 0.77272725,
  "pageNumber": 8,
  "pageCount": 19,
  "prevPage": 7,
  "nextPage": 9,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "dense",
  "nDataPoints": 4,
  "notes": "Includes a critique of data transparency regarding mouse model selection and survival metrics.",
  "elementsJson": [
    "paragraph",
    "line_chart",
    "data_table",
    "callout_box",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-8c03a48e7d6f/8",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-8c03a48e7d6f",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-8c03a48e7d6f.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-8c03a48e7d6f#slide-8",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Durability of response measured by median survival, which exceeded 156 days for a 100 mg/kg dose of PC14586 compared to only 17 days for vehicle",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-70f9-71ae-a679-c4119c69e410",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.72,
        "x": 0.14,
        "y": 0.42
      },
      "kind": "chart",
      "text": "PC14586 Tumor Regression and Durable Responses in Syngeneic Mouse Models",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f8ac6ce1-6489-4a9f-86e2-c4fef01b36c4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "median survival: >156 days",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-70f9-71ae-a679-cd5ba3366c36",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.8,
        "x": 0.11,
        "y": 0.09
      },
      "kind": "paragraph",
      "text": "These preclinical tests on mice indicate that PC14586 is not a very potent drug and may have a small therapeutic window. The IC50 (a standard measure of potency) for various cell lines ranges between 0.192 µM to over 8.6 µM.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "108b0e13-ec5d-4698-8039-ad47ade68e49",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.8,
        "x": 0.11,
        "y": 0.71
      },
      "kind": "paragraph",
      "text": "However, the fine print of the slide tells us that this is the median survival for a group of ten mice in each model group. The exact model for each group is not disclosed.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dc391a02-e74e-43a3-b152-8873370438f5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "Kymera’s drug appears to be at least 100x as potent as PMV’s leading drug candidate.",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd953-70f9-71ae-a679-cb996dbfe62a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.6,
        "x": 0.11,
        "y": 0.86
      },
      "kind": "source-note",
      "text": "12 Discussed in PMV’s Patent, WO2021262483A1, page 2,535. 13 Kymera, Press Release, 4/8/2022 14 Originally presented in Jan 2022 presentation, represented in 10-K, 15, 3/1/2022",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "45f536f4-66c2-4e0b-8f78-cd7d0357fe26",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.07,
        "w": 0.36,
        "x": 0.16,
        "y": 0.63
      },
      "kind": "table",
      "text": "Group Median Survival Time (Days) Vehicle 17 PC14586, 100 mg/kg >156",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3f644dc8-b955-476e-a51d-f7d0ce971cac",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.8,
        "x": 0.11,
        "y": 0.24
      },
      "kind": "title",
      "text": "Some of PMV’s Preclinical Mice Studies Raise Red Flags About the Selectivity of the Data Presented",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6f8aa726-b200-48b9-ae37-d1305623fc61",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "fraud-exposure",
      "slug": null,
      "matchId": "af317361-0a17-46d8-9293-d98a7474af02",
      "evidence": "The slide explicitly calls out 'red flags' and 'selective data' to undermine the credibility of the presented preclinical results.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 12,
      "from": 3,
      "beatId": "f89a3578-3b10-48a0-a0dc-890f21967937",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "The Monster",
      "beatSlug": "overcoming-monster-the-monster",
      "evidence": "The document exposes contradictions and concerns regarding PMV Pharma's drug candidate.",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Hook",
      "parentBeatSlug": "hook"
    }
  ],
  "loops": [
    {
      "to": 9,
      "from": 4,
      "name": "Aha Moment",
      "slug": "03-aha-moment",
      "bestFor": "Data-heavy sections, research findings, analytical arguments",
      "matchId": "d5c00e43-039c-461c-a756-55cffee7cf74",
      "evidence": "The document highlights several concerns regarding PMV Pharma's preclinical study results.",
      "position": 0,
      "objective": "Raises concerns about the drug's selectivity and efficacy",
      "structure": "The Problem/Question -> What the Data Shows -> The Insight",
      "confidence": 0.7,
      "description": "Establish a tension, present data, then deliver the insight that changes everything"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}