slides · global inventory
05 The Reveal
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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
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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
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The slide uses a bar chart to compare reporting rates per million daily doses, with specific focus on drugs withdrawn from the market due to cardiac safety concerns.Harmony Biosciences (HRMY) · Scorpion Capital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
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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
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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
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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
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The slide highlights a fundamental design constraint in medicinal chemistry.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
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The slide uses visual evidence to link a specific chemical moiety (piperidine) to a known safety liability (hERG blockade).Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
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The slide highlights the lack of transparency from Lasertec's management regarding key performance metrics.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
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The slide uses direct quotes from earnings transcripts to demonstrate a pattern of management opacity.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
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The slide uses two charts to contrast conflicting analyst reports, illustrating the uncertainty in Lasertec's revenue composition.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
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The slide argues that Lasertec's order book and revenue metrics are inconsistent and lack credibility compared to industry peers like ASML.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
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The slide uses a 'before-after' comparison of product generations to undermine the company's technological narrative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
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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
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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 Reveal1 hit
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The slide uses expert quotes to undermine the company's core product claims.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
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The slide uses a technical argument to debunk a common investment thesis regarding EUV pellicles.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
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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 Reveal1 hit
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This slide serves as a section divider or thesis statement for a deep dive into Lasertec's accounting practices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's productsLoop · The Reveal1 hit
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Uses accounting equations to demonstrate the ripple effect of financial manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
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The slide uses a visual 'before and after' logic to show how accounting manipulation impacts the P&L and Balance Sheet equations.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
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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
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キャッシュ変換率の低さを不正の兆候として指摘する論理構成。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
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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
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会計不正のメカニズム（棚卸資産の過大計上と売上原価の過少計上）を説明し、それを裏付けるための時系列チャートを提示。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
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The slide argues that the rapid growth in inventory is a red flag for potential accounting fraud, specifically referencing the relationship between income statements and balance sheets.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
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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 Reveal1 hit
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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
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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