slides · global inventory
Preempt Rebuttal
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Matching slides 1,189
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Slide function
691-720 of 1,189
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The slide details three specific statistical and methodological reasons for the FDA's rejection of the HARMONY 1 study.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
290
The slide uses direct quotes from KOLs and specialists to undermine a specific company value proposition.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
291
The slide uses a Q&A format to provide expert validation that scheduling is not a significant barrier to prescription.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
43
The slide uses a combination of historical acquisition data and expert testimony to establish a 'moat' around ASML's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
58
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
129
The slide uses a Q&A format to highlight reliability issues (specifically the 95% uptime requirement) as a barrier to entry for in-line fab usage.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
140
The slide uses direct quotes from a former KLA executive to validate the thesis regarding the inherent contamination risks in EUV inspection systems.Lasertec Corporation (6920) · Scorpion Capital
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161
The slide highlights the extreme complexity of manufacturing High-NA EUV mirrors, emphasizing the barrier to entry for competitors.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
189
The slide presents a Q&A format with a former KLA executive to discredit Lasertec's market position.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
233
The slide presents qualitative evidence (expert testimony) to undermine the credibility of the A300 product offering.Lasertec Corporation (6920) · Scorpion Capital
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242
The slide is a Q&A format transcript highlighting risks to Lasertec's business model.Lasertec Corporation (6920) · Scorpion Capital
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255
The slide uses a series of Q&A and expert quotes to build a case for why the company's growth is stalling due to industry-wide investment pullbacks.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
260
Contains expert quotes and news headlines as evidence for the bearish thesis on Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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264
The slide presents qualitative evidence (expert quotes) to establish a '1 unit per 5 ASML machines' ratio for market sizing.Lasertec Corporation (6920) · Scorpion Capital
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273
The slide uses a Q&A format to defend KLA's strategic decisions, attributing delays to ASML's roadmap and intentional market positioning rather than technical failure.Lasertec Corporation (6920) · Scorpion Capital
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274
The slide presents qualitative evidence from industry experts to validate the thesis that KLA has the resources and technical capability to challenge Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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275
The slide presents a series of Q&A-style expert opinions highlighting technical failures in competitors' technology and predicting KLA's market dominance.Lasertec Corporation (6920) · Scorpion Capital
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296
The slide presents a Q&A format to highlight the limited 'grace period' (2 years) Lasertec has before competitors dominate the market.Lasertec Corporation (6920) · Scorpion Capital
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182
The slide uses a testimonial to debunk the 'take-out' thesis, framing the company as a 'one-trick pony' in a 'price war'.Nevro Corp. (NVRO) · Kir Kahlon
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184
The slide uses expert testimony to debunk the bull case of a potential acquisition.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
178
The slide uses a historical stock chart to illustrate a previous crash as a warning for future performance.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
180
The slide uses data from CapitalIQ to support a bearish thesis regarding insider selling.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
24
The slide uses a combination of medical argumentation and cited conclusions to build a case against a specific treatment protocol.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
152
The slide uses direct quotes from a KOL to build a case against the safety of a drug (Vykat) in the PWS population.Soleno Therapeutics (SLNO) · Scorpion Capital
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196
Includes chemical structures of Diazoxide and Choline to illustrate the 'salt' formulation.Soleno Therapeutics (SLNO) · Scorpion Capital
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198
The slide lists four specific US patents to support the claim of weakness.Soleno Therapeutics (SLNO) · Scorpion Capital
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210
The slide uses two charts to illustrate why XR is ineffective for this specific drug profile.Soleno Therapeutics (SLNO) · Scorpion Capital
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213
The slide uses a 'claim-refutation' structure to dismantle the target company's product differentiation narrative.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
04
This slide functions as a legal/regulatory petition argument, using evidence-based reasoning to refute the adequacy of current safety warnings.Soleno Therapeutics (SLNO) · Kir Kahlon
Regulatory filing Short seller Beat · Problem & Complication1 hit
07
This slide functions as a legal/regulatory petition document, outlining specific grievances regarding trial design, data integrity, and patient safety.Soleno Therapeutics (SLNO) · Kir Kahlon
Regulatory filing Short seller Beat · Solution & Approach1 hit