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Overcoming Monster
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This is a short-seller research note cover page/executive summary.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · Setup & Stakes1 hit
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Harmony Biosciences (HRMY)Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · Setup & Stakes1 hit
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The slide uses a 'villain' narrative technique by juxtaposing critical expert opinion with aggressive sales tactics and controversial industry associations.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · Setup & Stakes1 hit
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The slide uses a direct quote to frame the company's sales practices as unethical or problematic.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · Setup & Stakes1 hit
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The slide uses a testimonial to cast doubt on the company's reported metrics.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · Setup & Stakes1 hit
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The slide uses highly aggressive, accusatory language to frame the report's sections.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · Setup & Stakes1 hit
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The slide uses a highly critical, investigative tone, framing the company as fraudulent and the drug as dangerous.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · Setup & Stakes1 hit
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The slide uses a narrative structure to frame the drug's history as a series of red flags and industry failures.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · Setup & Stakes1 hit
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The slide uses a list-based structure to present evidence of drug toxicity, citing specific page ranges from a larger document.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · Setup & Stakes1 hit
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The slide uses a structured list format to present three distinct areas of clinical concern, each with corresponding reference numbers.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · Setup & Stakes1 hit
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The slide uses a narrative-based evidence approach to build a case against the drug's safety profile.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
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The slide uses a highly critical, investigative tone, framing the subject as a 'scam' and a 'failed launch'.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
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The slide uses a 'villain critique' style to undermine the company's marketing claims.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
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The slide uses strong, accusatory language ('disaster', 'fraud', 'kickback scheme', 'whales') to frame the company's business model as unsustainable and illegal.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
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The slide uses a narrative structure to present evidence of corporate misconduct and operational failure.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
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Uses historical precedent (Enron/Skilling and Insys) to frame current events at Harmony (HRMY) as a potential fraud or legal violation.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
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The slide uses a narrative of 'fraud' to frame the company's management and reporting practices.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
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The slide uses a narrative of past professional failure and alleged fraud to undermine the credibility of the current CFO.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
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The slide uses a narrative structure to expose potential accounting opacity and price-driven revenue growth.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
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The slide uses a direct quote from an earnings call to highlight a lack of transparency and potential business risk.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses EMA data to contradict the limited disclosure in the primary trial paper.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses highlighted quotes to emphasize the lack of data transparency and the high patient drop-off rates.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses direct quotes from an expert consultation to build a case for potential fraud or misrepresentation.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses a Q&A format to present qualitative evidence of corporate malfeasance or short-termism.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses highly critical, adversarial language ('toxic drug', 'face-planted', 'questionable French lab') to frame the company negatively.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses a combination of narrative argument and a supporting table of pharmacologic approaches to justify the 'difficult' commercial landscape.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses a comparative analysis of pricing and regulatory status to undermine the competitor's market position.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses direct quotes from medical professionals to undermine the competitive advantage of the subject drug (Wakix).Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses a 'before-after' or 'contradiction' framing to highlight the discrepancy between actual revenue and projected bookings.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Conclusion that IonQ's Claims are Exaggerated1 hit
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The slide uses a narrative structure to cast doubt on the legitimacy of the company's announcements.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Conclusion that IonQ's Claims are Exaggerated1 hit