Scorpion Capital @ScorpionFund
Activist short selling focused on frauds and promotes. Presume all tweets reflect short positions and biased opinion. Verify independently. Not inv advice. scorpioncapital.com Joined December 2020-
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Interesting what $DNA originally projected, as it approaches penny stock status at all time lows.
Interesting what $DNA originally projected, as it approaches penny stock status at all time lows.
$ALLK. We published a report in Dec 2019 when it was $132. It’s floated around $5 for years. Liquidation next, presumably.
$ALLK. We published a report in Dec 2019 when it was $132. It’s floated around $5 for years. Liquidation next, presumably.
$TWST Twist Bioscience’s new CFO seems a fitting pick. They plucked him from Eargo which sports a $50mm market cap and settied false claims allegations with the DOJ fraud division. Telling that this is all they could land after a long search.
$TWST Biosciences 2024 guide today is a farce vs. one they “pre-announced” right after our short report a year ago. Revenue expected was $350mm, now $285-29mm. Gross margin 10 points lower. What happened? For a company with supernormal losses, limited cash, and what we think is…
$IONQ Chief Science Officer and co-founder Chris Monroe has resigned. He’s the academic heavyweight around which this quantum computing pump and dump was built. In our opinion, Monroe and his co-founder Jungsang Kim illustrate the role of academic corruption in stock promotions…
$IONQ Chief Science Officer and co-founder Chris Monroe has resigned. He’s the academic heavyweight around which this quantum computing pump and dump was built. In our opinion, Monroe and his co-founder Jungsang Kim illustrate the role of academic corruption in stock promotions… https://t.co/MKCDW8pLN7
$HRMY Harmony Biosciences just announced a failure of their phase 3 idiopathic hypersomnia (unexplained sleepiness) trial. This was a junk, low-bar trial that no one expected to fail. Blows up their entire story and undermines their previous data upon which FDA approval was…
Investors seem to be waking up to the latest threat to $HRMY Harmony Biosciences - orexin 2 receptor agonist (OX2R) readouts. Game changer that would become the standard of care for narcolepsy and wipe out a sketchy drug like HRMY’s Wakix. $ALKS data in a week and a half.…
$HRMY research below by @taubamush who’s worth following if you don’t. Separately, an 8-K today disclosing two ANDA filers seeking to sell generic Wakix. Tough place to be if you only have one drug, leaving toxicity and other issues aside. sec.gov/ix?doc=/Archiv…
$HRMY research below by @taubamush who’s worth following if you don’t. Separately, an 8-K today disclosing two ANDA filers seeking to sell generic Wakix. Tough place to be if you only have one drug, leaving toxicity and other issues aside. sec.gov/ix?doc=/Archiv…
Harmony Biosciences $HRMY press release today is typical: “ The Citizen Petition was filed by a short seller that is attempting to profit from driving down our stock price and deny patients’ access to an innovative and proven therapy.” We look forward to their press release…
Minutes ago, the FDA replied to our Citizen Petition requesting withdrawal of approval of $HRMY Harmony Biosciences' drug Wakix. We are pleased that the FDA Is taking our concerns seriously, and view the interim response as ominous for Harmony: "FDA has been unable to reach a…
We just took the next step in our $HRMY Harmony Biosciences patent challenge by filing a Petition for Supervisory Review with the director of the Patent Trial and Appeals Board to reverse the Aug 24 Office Action and institute patent re-examination. Note that the Aug 24…
We just took the next step in our $HRMY Harmony Biosciences patent challenge by filing a Petition for Supervisory Review with the director of the Patent Trial and Appeals Board to reverse the Aug 24 Office Action and institute patent re-examination. Note that the Aug 24…
Thx for putting the slide back up (from 9/2021). $TWST is also essentially a microfluidics story. Atrocious space. Their so-called DNA chip is just a small well plate similar to the $BLI “chip.”
Thx for putting the slide back up (from 9/2021). $TWST is also essentially a microfluidics story. Atrocious space. Their so-called DNA chip is just a small well plate similar to the $BLI “chip.”
$CELL old $BLI great call by @ScorpionFund going concern
$HRMY Harmony Biosciences is now acquiring a microcap $ZYNE that was at -30 cents. Never a good sign when a one-product pharma co diversifies into a random cannabis-based topical gel, esp one with a long history of utter trial failures. The timing of the diversification…
$TWST Twist Bioscience June quarter results are a master class in trying to bury key info and mislead investors esp regarding the surprise CFO “transition.” We think the company is in a death spiral, given its flat revenue trajectory, epic cash burn, dwindling cash position, and…
Our thoughts on $HRMY Harmony Biosciences Q2 results - a large revenue miss and signs of a one-trick pony struggling to keep up with estimates. The market appears to be slowly figuring out why the CEO abruptly left in Jan - and seems to be seeing through the new buyback ploy,…
Detailed article in Nature. Consistent with our views on $HRMY. “Investigations suggest that, in some fields, at least one-quarter of clinical trials might be problematic or even entirely made up, warn some researchers. They urge stronger scrutiny.” nature.com/articles/d4158…
Important update re Harmony Biosciences ($HRMY): 1. We are asking the US Patent Office Patent Trial and Appeal Board (PTAB) to revoke the core patent for Harmony’s drug pitolisant hydrochloride aka Wakix. We believe it was obtained via fraud and that the patentee misled the US…
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IDEA GENERATION (13/N): ACTIVIST SHORT CAMPAIGNS Some time ago, I covered superinvestors in my "Superinvestor Portfolio Holdings," "Investor Letters," and "Activist Investor Campaigns" posts. These investors operate either as L/S or LO entities. However, unlike them, who are…
• MOX Reports, Richard Pearson (@MoxReports): moxreports.com • Muddy Waters Research, Carson Block (@muddywatersre): muddywatersresearch.com • Neal McConnell (@NealMcConnell) • Night Market Research (@NMRtweet): nightmarketresearch.com • NINGI Research…
there is hope still... big name short activists that we haven't heard from and that are due: @blueorcainvest @ScorpionFund @KerrisdaleCap @IcebergResear fingers crossed. Slew of tier 2 (still good!) names as well we haven't heard from.
@drsprs Healthcare shorts are hard unless it’s a fund like @ScorpionFund which is 90% focused on it
So $TWST says it is « MANAGING THE CASH BURN » 😂 And gives this guidance👇for FY 2024 : SALES: ~288-293ml OP LOSS: ~189-194ml Brilliant👏 ⚠️Remember : an in deep @ScorpionFund report described $TWST as a #PonziScheme similar to #Worldcom 🆘 $UPST $IONQ $SAVA $AFRM
@ScorpionFund I got a chuckle out of them beating/guiding up on revenue and gross margins, cutting capex, and still needing to guide down earnings. I have no dog in the fight, but that does make one think…
@ScorpionFund Wild, market could be so wrong on this.
$ALLK then and now
MW is short $ALLK bc a new, undisclosed Phase 1 raises troubling concerns. Study uses 10 mg/kg (3x Phase 2 high dose). ALLK claims Phase 2 high dose reduced EOS 97%. Why test triple dose and risk adverse events if true? See new Phase 1 Consent Form p 7-10: drive.google.com/file/d/1D3M3TC…
Keeping fingers crossed so that this morning can be repeated anytime soon Wishing u a wonderful NYE,a less bumpy yr & a toast to @cngarabedian @BertrandBio @dbsable @John_LaMattina @daphnezohar @PDRennert @bradloncar @JacobPlieth @BLLPHD bc Biotwtr wouldnt be the same w/o them♥️
People were laughing at @ScorpionFund bc of $HRMY. Truth is, $HRMY is 39.3% down YTD. Mkt needs black sheeps to unveil such scams. Even more in those companies w/huge names, big pockets & no products in mkt. Best short fund in town. Long live, @ScorpionFund & @HindenburgRes
$HRMY Harmony Biosciences just announced a failure of their phase 3 idiopathic hypersomnia (unexplained sleepiness) trial. This was a junk, low-bar trial that no one expected to fail. Blows up their entire story and undermines their previous data upon which FDA approval was…
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