slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 26,551-26,580
Pages 2,019
Rows per page 30
Component
26,551-26,580 of 60,568
168
The slide uses specific case descriptions to argue for a pattern of respiratory/pulmonary-related deaths.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
174
The slide argues that reporting lags or manipulation by Harmony Biosciences obscures the true number of adverse events.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
209
The slide uses a table to contrast the clinical trial design with the author's thesis that the evidence standard is too low.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
210
The slide uses a table of clinical trials alongside red-text annotations to highlight the geographic and temporal distance of the studies.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
211
The slide uses a table from a Lancet paper to argue that pitolisant's performance was inferior to modafinil, contradicting the company's narrative.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
213
The slide uses a combination of narrative text and specific evidence (EMA table and ClinicalTrials.gov record) to prove the existence of a suppressed trial.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
220
The slide uses a critical tone to re-evaluate clinical trial data, highlighting the gap between statistical results and clinical meaningfulness.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
221
The slide uses clinical trial data to undermine the efficacy claims of a drug by highlighting the placebo response.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
222
The slide uses FDA biometrics review data to challenge the efficacy timeline of the drug Wakix (pitolisant).Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
223
The author argues that the discrepancy hides a trend reversal that would undermine the trial's efficacy claims.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
225
The slide uses a strong, accusatory tone to undermine the validity of the clinical trial results.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
289
The slide uses a Wikipedia table to explain DEA drug schedules to frame the competitive landscape.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
307
The slide uses a combination of narrative argument and direct excerpts from regulatory documents to highlight a discrepancy in drug efficacy claims.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
23
The slide outlines five methods to normalize inventory levels and compares them against current reported figures to highlight potential accounting discrepancies.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularities1 hit
41
The text argues that the TAM is small and growth is constrained by the limited number of customers and their specific adoption patterns.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
45
The slide uses a table to contrast R&D spend and a LinkedIn screenshot to highlight Isteq's small employee count.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
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 products1 hit
55
スコーピオン・キャピタルのショートレポートの一部。ACTIS装置の販売台数と価格を推定し、レーザーテックの業績への貢献度が低いと主張している。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
63
The slide uses historical financial data to illustrate how accounting manipulation (hiding losses via goodwill/investments) manifests in balance sheet ratios.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
65
The slide argues that revenue growth is being driven by the drawdown of deferred revenue rather than new business, supported by a line chart and a data table.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
69
The table compares 2019-2023 EBIT margins and LTM figures, showing Lasertec's margin growth from 28% to 41%.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
70
The table ranks companies by EBIT margin, with Lasertec at the top. Data sourced from S&P Capital IQ.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
72
The slide highlights a discrepancy between reported high profit margins and low cash conversion, framing it as evidence of potential accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
74
The slide uses two tables (one in JPY, one in USD) to demonstrate that dividend payouts are consuming a significant portion of free cash flow, forcing the company to borrow despite high reported profits.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
75
The slide uses financial ratios to challenge Lasertec's 'fab-lite' strategy claims.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
76
棚卸資産の急増がACTISの発売時期と重なることを指摘している。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
79
The slide highlights an outlier in inventory turnover metrics compared to industry peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
84
The slide highlights a discrepancy in financial reporting practices between Lasertec and its peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
89
The slide maps specific accounting fraud allegations to their corresponding SEC complaint text.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
93
The slide uses a Q&A format with an industry expert to challenge the company's reported gross margins.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit