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Campaigns / Scorpion Capital → Nevro Corp.
Scorpion Capital vs. Nevro Corp.

Nevro Corp. · NVRO

1 deck published between 2021-01-07 and 2021-01-07 — 239 pages, 239 analysed slides total.

initial thesis

Timeline

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

  1. 2021-01-07 initial thesis

    NVRO

    239pp · full_deck

    Nevro is a failed one-trick pony at 15x sales: the pivotal SENZA trial was rigged, HF10 is a phony premise, explant rates run 22-33%, and kickbacks prop up what remains of sales.