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Overcoming Monster
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The slide uses a scientific diagram to explain the mechanism while simultaneously casting doubt on the underlying theory.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses a 'villain' narrative style to attack the legitimacy of Harmony Biosciences' IP.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
31
The slide argues that the patent claims are spurious because the inventors are the same as those who published the molecule in 2002, and PubChem shows prior art from 2006.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
32
The slide uses a narrative of past professional failure to cast doubt on current leadership.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
33
The slide uses a 'before-after' style comparison of a website vs. an empty search result to discredit the subject.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
34
The slide uses a WSJ article as a source to expose the CEO's attempt to distance himself from a controversial business practice.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
35
The slide uses a narrative of past misconduct to establish a pattern of behavior for the subject.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
36
The slide uses visual evidence (empty chair, press conference) to frame the subject as a villain in a political/regulatory context.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
37
The slide uses a narrative structure to link a specific company's strategy to a broader pattern of behavior.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
38
The slide uses a combination of summary text and a direct testimonial quote to establish a pattern of behavior.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
39
The slide uses a 'short' thesis argument to frame scientific data as fraudulent.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
40
The slide uses a testimonial quote to support a narrative of corporate malfeasance and trial data manipulation.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
41
The slide uses a Q&A format to highlight potential corporate malfeasance regarding clinical trial adverse events.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
42
The slide uses highlighted text to emphasize key admissions regarding management's role in stopping the study.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
43
The slide uses a Q&A format to present qualitative evidence of internal doubt regarding clinical trial integrity.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
44
The slide uses direct quotes from a neurologist to cast doubt on Bioprojet's professionalism and data management.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
45
The slide uses a bar chart to visualize payment data from CMS OpenPayments to support a narrative of questionable marketing practices.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
46
The slide uses legal filings and OIG reports to establish a pattern of billing abuse in the sleep sector.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
47
The slide uses direct quotes from two different medical professionals to highlight a pattern of disregard for safety protocols.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
48
Harmony Biosciences (HRMY)Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
49
Includes a process diagram showing the progression from hERG block to Torsades de Pointes.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
50
The slide uses red underlining to emphasize key risk statements, likely to draw attention to the severity of the condition in the context of a drug evaluation.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
51
The slide uses a quote from a 2004 NEJM paper to establish a precedent of drug withdrawal, then links the molecular structure (piperidine ring) and receptor activity of pitolisant to these withdrawn drugs.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
52
The slide uses historical news headlines to illustrate the regulatory and safety failure of the drug Seldane.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
53
The slide uses a historical precedent (Seldane/terfenadine recall) to frame the severity of a current drug's (pitolisant) safety profile, highlighting specific death and exposure statistics.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
54
The slide uses a bar chart to compare reporting rates per million daily doses, with specific focus on drugs withdrawn from the market due to cardiac safety concerns.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
55
The slide uses a calculation of daily doses sold based on revenue and price to derive a rate, then compares this against historical data from a Lancet study.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
56
The slide uses a direct quote from scientific literature to establish a causal link between the drug's mechanism and its side effects.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
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The slide uses a specific research paper abstract to validate the claim of inherent cardiotoxicity.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
58
Includes a visual comparison of pharmacophore models and a specific reference to ABT-239.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit