slides · global inventory
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Matching slides 10,645
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Pages 355
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2,971-3,000 of 10,645
291
The slide uses direct quotes from a surgeon to undermine the company's value proposition.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
294
The slide uses direct quotes from surgeons to validate the market share shift thesis.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
295
The slide uses a direct quote from a surgeon to undermine the credibility and clinical utility of the TransMedics OCS device.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
300
The slide uses direct quotes from surgeons and an ex-employee to build a case against the viability of the NOP service for heart transplants.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
304
The slide uses direct quotes from surgeons to build a bearish case against the company (TransMedics/Waleed).TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
308
The slide uses expert testimony to undermine the value proposition of TransMedics' portability.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
311
The slide highlights a competitive threat to TransMedics driven by OPO purchasing behavior.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
312
The slide uses direct quotes from an industry expert to build a bearish case against TransMedics.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
314
The slide uses direct quotes from an organ procurement specialist to validate the thesis of market disruption.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
315
The slide uses direct quotes from a transplant surgeon to validate the thesis that TransMedics is at risk of being rendered obsolete by competitors.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
316
Includes verbatim transcripts from a transplant surgeon regarding competitive dynamics in the liver transplant market.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
320
The slide uses direct quotes from a consultation call to highlight the competitive threat of NRP to TransMedics.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
324
The slide uses direct quotes from industry experts to validate the thesis of NRP market penetration.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
328
The slide uses a Q&A format to present testimony, highlighting specific instances of alleged misconduct.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
336
The slide presents a narrative of corporate deception regarding medical device performance.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
29
Uses a 'he said, she said' structure to expose a contradiction between management and industry peers.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Critique of Twist's management and strategy2 hits
30
The slide uses a Q&A transcript format to validate the headline claims.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Critique of Twist's management and strategy2 hits
36
Uses highlighted text to emphasize key accusations of IP theft and unethical behavior.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
57
Uses expert testimony to undermine the company's historical growth narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis2 hits
59
The slide uses quotes from former employees to build a narrative of a flawed business model.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis2 hits
60
The slide uses direct quotes from former employees to validate the thesis of unsustainable pricing.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis2 hits
61
The slide uses a 'villain' narrative, framing Twist's growth as destructive to the industry ecosystem.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis2 hits
62
The slide uses direct quotes from an ex-employee to frame Twist's business model as unsustainable and predatory.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis2 hits
63
Uses Q&A format to highlight expert testimony.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis2 hits
65
The slide uses aggressive metaphors ('suicide bombing contest') and expert quotes to frame the company's strategy as self-destructive.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis2 hits
66
The slide uses aggressive, inflammatory language ('price junkies', 'crack den') to frame the competitor's business model as unsustainable.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis2 hits
69
Uses Q&A interview transcripts to build a case against the sustainability of Twist's pricing.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis2 hits
72
Uses expert quotes to frame Twist's business model as unsustainable compared to competitors.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
74
The slide uses direct quotes from former employees to undermine the company's public narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
89
The slide uses highlighted quotes from an ex-Agilent executive to frame Twist's technology as error-prone and their business model as vulnerable to the same failures as past competitors.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits