slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 71,131-71,160
Pages 2,643
Rows per page 30
Component
71,131-71,160 of 79,264
140
Uses red boxes and arrows to visually connect the contradictory data points.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
141
The red box highlights the 30.4% peripheral edema rate. The text argues that the conflation of data between the P3 study and the extension study is an intentional attempt to hide worsening safety profiles.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
145
The slide uses red annotations to re-interpret the company's original chart data.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
148
The slide uses a table to map shared mechanisms of edema between GH and Diazoxide, and a second table to highlight the high prevalence of GH use in the P3 study.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
158
The slide highlights the discrepancy between the expected community interest and the actual low membership/activity numbers.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
184
The slide uses an excerpt from an FDA label to critique the clinical trial evidence supporting a drug's efficacy.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
185
The slide uses a red box to highlight the specific data points (weeks 12-16 of the withdrawal period) that the author claims are the basis for the company's efficacy argument.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
201
The slide uses a 'before-after' or 'comparison' logic to undermine the pricing power of the target company (Vykat) by highlighting readily available, cheaper alternatives.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
319
The slide uses a Q&A transcript format to expose flaws in clinical trial integrity.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
382
The slide uses a Q&A transcript format to highlight the physician's frustration and lack of guidance from the manufacturer.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
05
The slide uses a comparative analysis against industry peers and historical data to highlight the anomaly of the inventory levels.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
07
The slide uses a 'fraud-exposure' narrative, highlighting anomalies in financial metrics (EBIT margins, cash conversion) and physical site observations.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
The slide uses comparative analysis against industry peers (ASML, Applied Materials, Lam, KLA) and historical precedents (Toshiba, MagnaChip) to build a case for financial manipulation.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
09
The slide uses a 'fraud-exposure' framework to argue that inventory valuation is being manipulated to avoid impairment charges.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
01
The slide includes a call to action for stakeholders to contact the firm regarding an upcoming FDA Citizen Petition.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
13
The slide uses aggressive, accusatory language ('fraud', 'hubris', 'one-trick pony') to frame the company negatively.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.1 hit
15
The slide uses a short-selling thesis style, highlighting valuation concerns and legal/regulatory risks in the medical air transport industry.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.1 hit
16
The slide uses a 'wink-wink' narrative to frame the company's own marketing as evidence of a non-clinical value proposition.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.1 hit
34
The slide uses a 'guilt by association' argument, linking TransMedics to a failed company (Nevro) based on demographic patterns in their user base.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
58
The slide uses a combination of legal theory and qualitative expert testimony to build a case for anticompetitive behavior.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
59
The slide uses a Q&A format to highlight the discrepancy between pre-approval and post-approval pricing.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
61
The slide uses direct quotes from KOLs to build a case against the company's pricing model.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
84
The slide uses a Q&A format to highlight skepticism about TransMedics' billing practices.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
103
The slide uses expert testimony to build a case for high customer concentration and potential ethical/business risks.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
118
The slide uses red circles and arrows to annotate screenshots of the CMS Open Payments database to point out irregularities.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
156
The slide uses a combination of qualitative expert interview summaries and quantitative data from the company's own investor presentation to frame the company's clinical claims as a 'ruse'.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
176
The slide uses a table from a JAMA Surgery paper to highlight the mean donor age in the trial (45.9 years) as evidence of selection bias.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
270
The slide uses anecdotal evidence from a 'prominent surgeon' to support a bearish thesis on TransMedics.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
271
The slide uses direct quotes from surgeons to build a narrative of financial unviability and institutional pushback against the product.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
294
The slide uses direct quotes from surgeons to validate the market share shift thesis.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit