◆ Contrarian Corpus
Campaigns / Scorpion Capital → Harmony Biosciences Holdings
Scorpion Capital vs. Harmony Biosciences Holdings

Harmony Biosciences Holdings · HRMY

2 decks published between 2023-03-28 and 2023-04-03 — 376 pages, 376 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. 2023-03-28 initial thesis

    HRMY1

    366pp · research_note

    Scorpion shorts HRMY: Wakix is a toxic, ineffective H3 antagonist propped up by sham foreign trials, an Insys-style kickback scheme, and off-label sales — collapse is imminent.

    N 4 V 2 C 2
    ⌂ ” ⚑
  2. 2023-04-03 follow up

    Citizen Petition

    10pp · regulatory_filing

    Scorpion petitions the FDA to pull Wakix (pitolisant), arguing the H3-receptor drug is inherently cardiotoxic, clinically inferior to $10 modafinil, and approved on fraud-tainted Russian trials.