$SLNO Soleno Therapeutics. Second time in a few months someone seems to be trying to plant an acquisition rumor. Credible holders or companies don’t play games this obvious - typically signals a weak hand. 1. The source is Betaville, a random blog run by what looks to us like a

3/3 Consistent with its benign nature, the condition is typically treated with NSAIDs, compression, and ambulation, not full anticoagulation. Thus, although the case narrative lists various medications the patient was on, we do not see an anticoagulant, as one would expect if

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2/3 4. The narrative presents other details which strike us as consistent with pulmonary edema and inconsistent with pulmonary embolism. As backdrop, we note the rapid-pile up of reports of hospitalizations related to pulmonary edema and heart failure, on Facebook and FAERS.

1/3 $SLNO Soleno Therapeutics. The case narrative for the fatality (Case ID 25741116), which we received via FOIA, leads us to view Soleno's assessment of the case as “not related to treatment with VYKAT XR" as lacking in credibility. The details in the narrative sound to us as

$SLNO Soleno Therapeutics. Goldman Sachs led Soleno’s $200mm stock offering in July and predictably initiated with a buy rating today. We’re familiar with the analyst, Paul Choi, who was also bullish on ALLK (-99%), which we did a short report on a few years ago. Our interactions

$SLNO Soleno Therapeutics. The Wells Fargo KOL panel referred to below was indeeed harsh re VYKAT XR, but not as harsh as trial investigators and other KOL’s we quoted in our report. Ongoing comments in the primary FB patient group for VYKAT XR discussion echo the negativity. We

$SLNO Soleno Therapeutics. The critical question for investors is whether management may be aware of any undisclosed fatalities besides the one reported in the Sep 10th 8K. We've received the first of several FOIA requests we filed with the FDA, which includes the event narrative

$SLNO Soleno Therapeutics. We see another hospitalization for heart failure uploaded to the FDA FAERS database, perhaps yesterday or today. The rate and trend of heart failures being reported weekly in young patients strikes us as unprecedented and unsustainable, given the small

$SLNO Soleno Therapeutics. In the two days since the last tweet below, we see 3 new serious cases now visible on FAERS for a total of 15, up from 9 as of the day the fatality was announced about a week ago. This strikes us as a troubling trend given the small base of patients.

$SLNO @bigpharmaguy accuses us of lying but doesn’t seem to understand FAERS, drug nomenclature, or defamation - an imbecile-level tweet for someone whose profile says they do long/short healthcare. Our tweet explicitly referenced the total number of cases for VYKAT XR/diazoxide

$SLNO Soleno Therapeutics. FAERS entries for "serious cases" for VYKAT XR/diazoxide choline seem to be trending upward at a rapid clip. We noticed 6 serious cases as of a little over a week ago; 9 as of the date of the tweet below (last Wed); and we see 12 as of today. Ten of

I’ve always enjoyed my interactions with @adamfeuerstein going back to ALLK in 2019, where we were more like-minded. Spirited debate is what keeps this business interesting. This situation is still early, but for better or worse the market eventually sorts all of us out.

$SLNO Soleno Therapeutics. Yesterday's 8-K dismissed the fatality of the 17-yr old from pulmonary embolism as non-drug related. However, a 2022 paper co-authored by Soleno's lead investigator Jennifer Miller provides additional reason to question that assessment and establishes a

$SLNO Soleno Therapeutics. We expect this situation to play out similarly to Sarepta, where the first reported fatality impacted the stock but the next two led to oblivion. The rate of fluid retention with VYKAT XR is such that we think the probability of additional news similar

2/2 By our read of the company’s filings, SLNO insiders should not have been permitted to immediately lock in the drug approval-related gains and to do so required a concession from the Compliance Officer, who happens to be the CFO. The Company’s Insider Trading Policy states

1/2 $SLNO Soleno Therapeutics - Mgmt stock sales exhibit serious red flags. The speed and magnitude of stock dumping within days of FDA approval strikes us as rare and unusual, like many things w this company. Insiders appear a lot less bullish about their drug’s prospects than

$SLNO Soleno Therapeutics - Citizen Petition submitted to FDA asking the agency to request Soleno to undertake a voluntary recall of VYKAT XR. We’ll update once FDA confirms receipt. https://t.co/zu3a9cRE60

$SLNO Soleno Therapeutics - Mgmt now appears to be copping to *7 hospitalizations* per Guggenheim “flash note” yesterday. If the hospitalizations were for fluid retention and potential respiratory/heart failure, it’s hard for us to see how VYKAT XR has a viable path to staying on

We are short $SLNO Soleno Therapeutics. Report now live at https://t.co/Osxq0mAPTd. We intend to shortly file a Citizen Petition with the FDA, as well.

Today 9AM - the largest outright biotech scam in the US by market cap, based upon a 4-month investigation with >30 research interviews and extensive pharmacology, scientific, and statistical work. The scenario reminds us of recent events at Sarepta $SRPT.