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Campaigns / Scorpion Capital → Soleno Therapeutics
Scorpion Capital vs. Soleno Therapeutics

Soleno Therapeutics · SLNO

2 decks published between 2025-08-15 and 2025-08-21 — 425 pages, 425 analysed slides total.

initial thesis follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2025-08-15 initial thesis

    SLNO1

    415pp · full_deck

    Scorpion shorts Soleno (SLNO), arguing VYKAT XR — a $500K/year repackaged 50-year-old generic — is causing pediatric heart-failure hospitalizations and was approved on sham trial data; the launch will collapse.

    N 4 V 2 C 2
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  2. 2025-08-21 follow up

    SLNO.CP

    10pp · regulatory_filing

    Scorpion petitions FDA to recall Soleno's VYKAT XR after 7 hospitalizations for fluid overload/potential heart failure in children and alleged safety-data manipulation invalidate the drug's risk-benefit.