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Preempt Rebuttal
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661-690 of 1,189
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The slide uses Q&A format to validate the TAM estimate.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
125
The slide uses expert quotes to frame competitive threats from lower-cost, simplified instruments.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
137
Uses expert quotes to validate a bearish thesis on market size.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former EmployeesLoop · Quick Win Big Bet1 hit
02
The slide uses a comparative historical analogy (Seldane) to frame the current safety concerns as a 'tragedy in the making'.Harmony Biosciences (HRMY) · Kir Kahlon
Regulatory filing Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
06
This is a text-heavy regulatory filing page. It uses anecdotal evidence from prescriber interviews and social media to argue that current warnings are insufficient.Harmony Biosciences (HRMY) · Kir Kahlon
Regulatory filing Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
15
Uses specific examples of financial fraud and regulatory trouble to counter the 'halo effect' of Tiger Cub investment.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique1 hit
56
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
61
The slide uses a combination of narrative text and a supporting data table to argue that certain structural features are predictive of drug safety risks.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
73
The slide uses a 'preempt_rebuttal' strategy by highlighting that even industry giants failed where the current subject company is operating.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
75
The slide uses a 'before-after' narrative structure to show that shifting chemical scaffolds did not solve the underlying safety issues in H3 receptor drug development.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
82
The slide uses a 'villain critique' style to undermine the target drug (pitolisant) by associating it with failed industry-wide efforts.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
84
The slide uses a Q&A transcript format to build a case against the efficacy of pitolisant based on historical failures at Abbott.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
112
The slide uses a 'fraud-exposure' narrative to highlight missing safety data in regulatory filings.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
124
The slide uses a specific FDA review document (NDA 211150) to challenge official plasma level claims.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
129
The slide highlights the safety margin between the recommended dose (40mg) and the doses where QTc prolongation was observed (120-240mg), while noting specific patient populations at higher risk.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
135
The slide uses a 'before-after' logic to expose a flaw in regulatory reliance on single-dose data. The red box highlights the critical 'Upper limit TQT' values in the corrected table.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
139
The slide uses a direct excerpt from a package insert to support the argument that dose reduction is required due to drug interactions.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
141
The slide uses direct citations from peer-reviewed papers to validate the consultant's findings.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
142
The slide uses direct excerpts from regulatory documents to challenge the company's claims regarding drug safety and pharmacokinetics.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
148
The slide uses a combination of narrative argument and a supporting data table to challenge the safety profile of the drug.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
149
The slide uses regulatory documents (EMA/FDA) and primary research (prescriber interviews) to build a case for potential safety risks.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
150
The slide uses a specific calculation (153 ng/mL * 4 * 2 = 1224 ng/mL) to quantify risk.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
160
The slide highlights the FDA's 'wait-and-see' posture and specific concerns about seizures as a safety signal for the drug pitolisant.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
165
The slide uses a 'preempt_rebuttal' strategy by highlighting a specific safety concern (eosinophilic abnormality) that the authors claim was ignored in official FDA review documents.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
166
The slide uses a scientific table to challenge the 'no appreciable binding' claim found in a drug's package insert, citing reproducibility concerns regarding the source of that claim.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
171
The slide uses two distinct text columns to present evidence from 2008 and 2009 papers regarding the toxicity profile of H3R compounds.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
172
The slide uses a specific medical case study to establish a pattern of misdiagnosis and severity, linking it to the current subject (pitolisant).Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
216
This slide serves as a critical audit of clinical trial integrity, focusing on statistical manipulation and poor trial design.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
219
The slide uses a 'villain' framing for the Epworth Sleepiness Scale to justify why it should not be used in the context of the research.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
73
The slide uses direct quotes highlighted in yellow to support the argument that current technology is lab-bound.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit