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11,581-11,610 of 96,741

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The slide uses a direct excerpt from a scientific paper to undermine a previous scientific claim.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
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The slide uses a direct quote from a scientific editorial to discredit a previously held hypothesis regarding pitolisant's mechanism of action.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
310
The slide uses a specific scientific paper (Lin et al., 2007) to argue that the drug's mechanism is scientifically implausible based on the provided data.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
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The slide uses highlighted text to emphasize key admissions of quid pro quo arrangements.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
325
The slide uses a 'fraud-exposure' narrative by contrasting the official label with market reality.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
329
The slide uses a Q&A format to document unethical sales practices, specifically the verbal instruction to expand diagnoses to meet off-label sales goals.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
330
Includes a Q&A transcript excerpt highlighting the 'buddy' system used to submit fake referrals.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
331
The slide uses a Q&A format to highlight discrepancies in prescription volumes across similar-sized territories.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
333
The slide uses direct quotes to expose potential unethical or illegal marketing practices.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
349
The slide uses a Q&A transcript format to build a case of fraudulent business practices.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
355
The slide uses a Q&A format to build a narrative of corporate malfeasance.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 2 hits
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The slide uses a narrative of 'accounting fraud' to frame the financial data. The charts show a divergence between high EBIT margins and low/negative free cash flow relative to market cap.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment2 hits
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オリンパスや東芝の過去の不正会計事例と比較し、被害の深刻さを強調している。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities2 hits
46
The slide uses a specific metric (Market Cap / 5-Year R&D) to argue that Lasertec's valuation is disconnected from its actual R&D investment, comparing it to other tech companies.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products2 hits
56
レーザーテックの製品ラインナップ図を引用し、その中身が実際にはEUV対応ではないことを指摘する批判的スライド。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal2 hits
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The slide uses a quote from KLA's CFO to undermine Lasertec's narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal2 hits
68
The slide uses the Toshiba accounting scandal as a precedent to critique inventory valuation practices, specifically mentioning Lasertec as a potential practitioner of similar methods.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal2 hits
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The slide contrasts KLA and Lam Research's audit reports with the explicit fraud case of MagnaChip.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
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Includes a Q&A excerpt from a GlobalFoundries executive regarding maintenance costs and customer dissatisfaction.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
104
The slide contrasts LDP (Laser-assisted Discharge Plasma) used by Lasertec with LPP (Laser Produced Plasma) used by ASML, citing a specific academic paper to validate the critique of LDP's contamination issues.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
153
The slide presents a Q&A format to highlight internal dissatisfaction among field engineers regarding design compromises made by Lasertec management.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
163
The slide contrasts a product announcement with expert skepticism regarding its actual shipment status and technical readiness.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
166
The slide highlights the frequent use of 'simulation' or 'simulator' in the paper as evidence of a lack of real-world performance data.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
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The slide uses a narrative structure to frame Lasertec as a failed project that the company is now attempting to hide.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
194
The slide highlights a potential discrepancy or strategic dependency between Intel and Lasertec, suggesting Intel secured equipment at a discount through early funding.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
196
The slide uses a narrative format to discredit the target company's core technology through expert testimony.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
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The slide uses a Q&A format to discredit the value of Intel's supplier awards, contrasting Intel's public PR with internal industry sentiment.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
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The slide uses a Q&A format and expert testimony to frame KLA as a 'villain' due to their pricing and attitude, justifying Intel's shift to Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
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インタビュー形式で、業界関係者の証言を引用し、論文の背景にある力学を暴露している。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
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The slide uses a Q&A format to build a case against the efficacy of Lasertec's products.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits