# ![@ScorpionFund Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1341860594387877888.png) @ScorpionFund Scorpion Capital

Scorpion Capital posts on X about $slno, in the, $twst, $tmdx the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1341860594387877888/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1341860594387877888/c:line/m:interactions.svg)

- [--] Week [-----] +27%
- [--] Month [-----] +53%
- [--] Months [-------] +7.30%
- [--] Year [-------] -85%

### Mentions: [--] [#](/creator/twitter::1341860594387877888/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1341860594387877888/c:line/m:posts_active.svg)

- [--] Month [--] +56%
- [--] Months [--] -7.30%
- [--] Year [--] +43%

### Followers: [------] [#](/creator/twitter::1341860594387877888/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1341860594387877888/c:line/m:followers.svg)

- [--] Week [------] -0.01%
- [--] Month [------] -0.25%
- [--] Months [------] -0.48%
- [--] Year [------] -1.10%

### CreatorRank: [---------] [#](/creator/twitter::1341860594387877888/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1341860594387877888/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  26.42% [stocks](/list/stocks)  9.43% [technology brands](/list/technology-brands)  8.49% [social networks](/list/social-networks)  6.6% [cryptocurrencies](/list/cryptocurrencies)  5.66% [countries](/list/countries)  2.83% [financial services](/list/financial-services)  0.94% [automotive brands](/list/automotive-brands)  0.94% [travel destinations](/list/travel-destinations)  0.94% [exchanges](/list/exchanges)  0.94%

**Social topic influence**
[$slno](/topic/$slno) #4, [in the](/topic/in-the) 18.87%, [$twst](/topic/$twst) 14.15%, [$tmdx](/topic/$tmdx) 13.21%, [we are](/topic/we-are) 9.43%, [$ionq](/topic/$ionq) 8.49%, [market](/topic/market) 7.55%, [$6920t](/topic/$6920t) 7.55%, [history](/topic/history) 6.6%, [company](/topic/company) 5.66%

**Top accounts mentioned or mentioned by**
[@biotechport](/creator/undefined) [@avidresearch](/creator/undefined) [@cowenresearch](/creator/undefined) [@sbarnettark](/creator/undefined) [@alexmorrell](/creator/undefined) [@aleevelati](/creator/undefined) [@businessinsider](/creator/undefined) [@hindenburgres](/creator/undefined) [@claritytoast](/creator/undefined) [@elonmusk](/creator/undefined) [@mbbiotech](/creator/undefined) [@biohazard3737](/creator/undefined) [@ryuwashio1](/creator/undefined) [@wolfpackreports](/creator/undefined) [@duenegligence](/creator/undefined) [@semodough](/creator/undefined)

**Top assets mentioned**
[Soleno Therapeutics, Inc. Common Stock (SLNO)](/topic/$slno) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [IonQ, Inc. (IONQ)](/topic/$ionq) [Muhdo Hub (DNA)](/topic/$dna) [Harmony Biosciences Holdings, Inc. (HRMY)](/topic/$hrmy) [Goldman Sachs (GS)](/topic/goldman-sachs) [SVB Financial Group (SIVBQ)](/topic/$sivb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$TMDX We have submitted a Citizen Petition with the FDA requesting suspension of Pre-Market Approval (PMA) for TransMedics OCS devices particularly OCS Liver which is the bulk of its usage. Link at bottom. We believe that: 1) The vast majority of OCS Liver usage is off-label inconsistent with and contraindicated by the label as well as inconsistent with the pivotal trial which was the basis for FDA Pre-Market Approval; 2) OCS Liver is prone to safety issues and malfunctions resulting in necrotic livers which we believe results in injured/damaged livers being transplanted into patients and"  
[X Link](https://x.com/anyuser/status/1879248957039321323)  2025-01-14T19:27Z 84.4K followers, 69.9K engagements


"We are short $SLNO Soleno Therapeutics. Report now live at We intend to shortly file a Citizen Petition with the FDA as well. http://www.scorpioncapital.com http://www.scorpioncapital.com"  
[X Link](https://x.com/anyuser/status/1956340140860670374)  2025-08-15T13:00Z 84.4K followers, 121.1K engagements


"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 drugs prospects than investors based on our analysis of their trading behavior. Several elements signal to us an extreme haste to sell upon approval vs. waiting around for drug launch. We suspect that investors who bought into the equity offering in July at $85/share were unaware of the nature of these sales and were thus played like fools."  
[X Link](https://x.com/ScorpionFund/status/1960731687903498571)  2025-08-27T15:50Z 84.4K followers, 43.3K engagements


"$SLNO Soleno Therapeutics. In the two days since the last tweet below we see [--] new serious cases now visible on FAERS for a total of [--] up from [--] as of the day the fatality was announced about a week ago. This strikes us as a troublingtrend given the small base of patients. The details for two of the new cases visible in the last [--] hours suggest to us symptoms often associated with pulmonary edema and/or potential heart failure. [---] yr old male hospitalizated with "Pleural Effusion; Peripheral Swelling; Lethargy; Hair Growth Abnormal; Hyperglycaemia"; reported received by FDA on Sep [--]. Case"  
[X Link](https://x.com/ScorpionFund/status/1968738214643966391)  2025-09-18T18:05Z 84.4K followers, 42.4K engagements


"$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 base. [--] yr old female - "Cardiac Failure Congestive; Pericardial Effusion; Weight Decreased; Pleural Effusion." Case ID [--------]. Given the drug's fluid retention/edema profile we think that people dismissing these cases as unrelated to the drug are grasping. Disclosure - We remain short Soleno Therapeutics. Please"  
[X Link](https://x.com/ScorpionFund/status/1970542561829048552)  2025-09-23T17:35Z 84.4K followers, 29.3K engagements


"$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 for that fatality (Case ID 25741116). We're still reviewing the initial set of documents as it is [--] pages and intend to tweet our analysis in the coming days. In the meantime we'd like to note a couple of nuggets that we find troubling with regards to management's level of candor. The Sep 10th 8K could easily have"  
[X Link](https://x.com/ScorpionFund/status/1973115104926617648)  2025-09-30T19:57Z 84.4K followers, 40K engagements


"$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 KOLs we quoted in our report. Ongoing comments in the primary FB patient group for VYKAT XR discussion echo the negativity. We havent tweeted any of these comments since our report but will compile in the near future. New members comments and activity in the FB group seem to have dwindled to a halt. The group now feels like crickets - a stark contrast to the first few months after launch over the summer when it was buzzing. We interpret this as"  
[X Link](https://x.com/ScorpionFund/status/1973793277599158706)  2025-10-02T16:52Z 84.4K followers, 30.4K engagements


"$SLNO Soleno Therapeutics. Goldman Sachs led Solenos $200mm stock offering in July and predictably initiated with a buy rating today. Were 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 reminded us of the Upton Sinclair quote - It is difficult to get a man to understand something when his salary depends on his not understanding it. GS was also ALLKs underwriter. https://twitter.com/i/web/status/1975601049911083318 https://twitter.com/i/web/status/1975601049911083318"  
[X Link](https://x.com/anyuser/status/1975601049911083318)  2025-10-07T16:36Z 84.4K followers, 26.7K engagements


"1/3 $SLNO Soleno Therapeutics. The case narrative for the fatality (Case ID 25741116) which we receivedvia 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 more likely consistent with pulmonary edema/heart failure. We also note a glaring omission/anomaly in the narrative (and Soleno's 8K) regarding the patients metabolic profile that makes us curious about the possibility of fatal DKA. In addition we understand that the CEO has been asked during recent investor meetings if he"  
[X Link](https://x.com/ScorpionFund/status/1978142804648829262)  2025-10-14T16:56Z 84.4K followers, 21.6K engagements


"$SLNO Soleno Therapeutics. Second time in a few months someone seems to be trying to plant an acquisition rumor. Credible holders or companies dont play games this obvious - typically signals a weak hand. [--]. The source is Betaville a random blog run by what looks to us like a washed up financial journalist in the UK. Same source as the rumor a few months ago. Anyone with a credible leak shops it to the WSJ or Bloomberg which have dedicated teams who instantly jump on inside m&a info. One can search for Betavilles Uncooked Alerts on this platform to see how little credibility they have within"  
[X Link](https://x.com/ScorpionFund/status/1978896492237586616)  2025-10-16T18:51Z 84.4K followers, 62.1K engagements


"$SLNO Soleno Therapeutics. We see a sudden massive dump of adverse event reports uploaded to the FAERS database in the last 24-48 hours. The prior number of total cases listed was 33; the total is now [--]. This is a concerning number given the small base of patients (in the hundreds by our estimate); and since most adverse events are typically unreported which suggests to us that the actual rate of problems is even higher. It looks like [--] reports were received by the FDA on Oct [--] so perhaps the bolus of uploads is due to the government shutdown. Our figures are based on a database search for"  
[X Link](https://x.com/ScorpionFund/status/1983588772718768621)  2025-10-29T17:36Z 84.4K followers, 59.6K engagements


"1/2 $SLNO Soleno Therapeutics. Our thoughts aheadof earningstoday: [--]. We don't think this quarter is particularly critical - the rubber meets the road in the next couple of quarters. VYKAT XR became commercially available in April. This quarter just reflects the initial bolus of patients - the new restaurant effect a short-term tailwind given the number of desperate families willing to try anything. Patients and doctors are willing to give any new drug a try for 3-6 months in some cases longer before throwing in the towel. We spoke with enough trial investigators who indicated close to a 100%"  
[X Link](https://x.com/ScorpionFund/status/1985811855550329197)  2025-11-04T20:50Z 84.4K followers, 43.5K engagements


"$SLNO Soleno Therapeutics. Sadly fitting that this tragic FB report of congestive heart failure was posted about [--] minutes into the start of this earnings call in the same FB group indicated below. The parent states that her son remains in the hospital. Hi. I've been having a hard time coming up with the words or the right time to share. I have finally decided to sit down and write. It's important that I do because it could help another family. My son **** [--] (almost 37) deletion started Vykat [--] weeks ago. The first [--] weeks went really well. A few pounds gained with each increase then lost"  
[X Link](https://x.com/ScorpionFund/status/1985826449526313102)  2025-11-04T21:48Z 84.4K followers, 54.9K engagements


"$SLNO Soleno Therapeutics earnings call was a farce. We've never seen a short report mentioned so many times by mgmt and sell-side. Only scams tend to engage with short reports. Credible companies don't bother. [--]. The attempt to blame our report for a slowdown in start forms is amusing and disingenuous in the context of a dirty drug that failed its Phase [--] trial (); not to mention the fatality of a young patient who had recently started the drug. Our report simply documented pre-existing reports of hospitalizations for heart failure in kids who had recently started the drug among various"  
[X Link](https://x.com/ScorpionFund/status/1986074886830170354)  2025-11-05T14:15Z 84.4K followers, 38.7K engagements


"Harmony Biosciences $HRMY secondary seems awfully bearish. 8mm shares by top [--] holders w 58mm outstanding. One is the founder (via trust) and other is his key PE backer"  
[X Link](https://x.com/ScorpionFund/status/1851713822433689773)  2024-10-30T19:52Z 84.4K followers, 11.9K engagements


"$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 its hard for us to see how VYKAT XR has a viable path to staying on the market. We assume that mgmt comments would have explicitly noted they were not for heart failure but the note fails to provide color re cause patient ages time to onset dosage or duration of hospitalization. The note appears to be based on mgmt comments in recent days: "so far the company has received reports of 7"  
[X Link](https://x.com/ScorpionFund/status/1957809005222330512)  2025-08-19T14:16Z 84.4K followers, 14.5K engagements


"$SLNO Soleno Therapeutics - Citizen Petition submitted to FDA asking the agency to request Soleno to undertake a voluntary recall of VYKAT XR. Well update once FDA confirms receipt. https://scorpionreports.s3.us-east-2.amazonaws.com/SLNO.CP.pdf https://scorpionreports.s3.us-east-2.amazonaws.com/SLNO.CP.pdf"  
[X Link](https://x.com/ScorpionFund/status/1958525646109372833)  2025-08-21T13:44Z 84.4K followers, 19.4K engagements


"$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 probabilityof additional news similar to today is extremely high in the near term. Moreover todays 8-K on the fatality listed in the FAERS database leaves out critical info. The 8-K lists the patient's co-morbidities (such as obesity) in what we infer to be an attempt to downplay causation which we find disingenuousgiven the high rate of co-morbidities in"  
[X Link](https://x.com/ScorpionFund/status/1965839045373854095)  2025-09-10T18:05Z 84.4K followers, 51.9K engagements


"$SLNO Soleno Therapeutics. Yesterday's 8-K dismissed the fatality of the 17-yr old from pulmonary embolism as non-drug related. However a2022 paper co-authored by Soleno's lead investigator Jennifer Miller provides additional reason to question that assessment and establishes a clear association between edema (fluid retention - highly prevalent side effect of the drug) and embolism in PWS patients: [--]. The paper states that blood clots are exceedingly rare in PWS patients aged 0-17 occurring in a mere 1.3% of patients surveyed (7 out of 523). Naturally the death of a 17-year old from pulmonary"  
[X Link](https://x.com/ScorpionFund/status/1966133085226877045)  2025-09-11T13:33Z 84.4K followers, 28.1K engagements


"$SLNO Soleno Therapeutics. FAERS entries for "serious cases" for VYKAT XR/diazoxide choline seem to be trending upward at a rapid clip. We noticed [--] serious cases as of a little over a week ago; [--] as of the date of the tweet below (last Wed); and we see [--] as of today. Ten of these serious cases explicitly mention hospitalization. Of the ones appearing in the database in the last few days one is "dyspnoea/oedema" which sounds to us like potential pulmonary edema. Another one appears to have been uploaded today and also sounds to us like potential pulmonary edema with cardiac involvement. The"  
[X Link](https://x.com/ScorpionFund/status/1968036339489910793)  2025-09-16T19:36Z 84.4K followers, 36K engagements


"$SLNO Were curious how many shares management is personally buying as part of this demonstration of our confidence. We assume zero given the rapid selling in the days after FDA approval. See our prior post - https://x.com/scorpionfund/status/1960731687903498571s=46&t=gWmxJn6CvWhzGs10hS-LYw $SLNO is repurchasing $100M of its stock. Strong move. https://t.co/urev6a6Cqn https://x.com/scorpionfund/status/1960731687903498571s=46&t=gWmxJn6CvWhzGs10hS-LYw $SLNO is repurchasing $100M of its stock. Strong move. https://t.co/urev6a6Cqn"  
[X Link](https://x.com/ScorpionFund/status/1988256298484289607)  2025-11-11T14:43Z 84.4K followers, 22.9K engagements


"2 Ginkgos business model is based on a dubious shell game. Most of its foundry revenue an absurd 72% in [----] and 100% of its deferred revenue are derived from related-party customers. Investments into these entities by Ginkgo and its investors are round-tripped back"  
[X Link](https://x.com/anyuser/status/1445745820653916180)  2021-10-06T13:40Z 84.4K followers, [---] engagements


"3 We believe that Ginkgo is concealing the true extent of its dependence on related party revenue and that it is even greater than it reports. We have uncovered a smoking gun that indicates that essentially all of its foundry revenue is derived from related parties"  
[X Link](https://x.com/anyuser/status/1445745823917039627)  2021-10-06T13:40Z 84.4K followers, [--] engagements


"4 The actual truth is far more nefarious than related parties and suggests that it is a hoax for the ages. Based on interviews with its customers we believe that at least half of Ginkgos reported foundry revenue is phantom that is non-cash and pure accounting hocus-pocus"  
[X Link](https://x.com/anyuser/status/1445745834742599691)  2021-10-06T13:40Z 84.4K followers, [---] engagements


"6 In the last two months timed with its SPAC listing Ginkgo has announced a flurry of new R&D partners a dog whistle that the scam is about to hit overdrive. We believe these partners are undisclosed related parties. We present several smoking guns"  
[X Link](https://x.com/anyuser/status/1445745839301820416)  2021-10-06T13:40Z 84.4K followers, [---] engagements


"Four questions for $DNA Ginkgo management at @CowenResearch conference 11:15am today. @sbarnettARK feel free to educate everyone. 1/ What percentage of foundry revenue and deferred revenue is actual cash versus phantom "non-cash consideration" for [----] and other periods"  
[X Link](https://x.com/anyuser/status/1446115823320322050)  2021-10-07T14:10Z 84.4K followers, [--] engagements


"Our thoughts on Berkeley Lights $BLI Q3 prelim results yesterday. Red flags abound. We remain short. Tweet thread:"  
[X Link](https://x.com/anyuser/status/1448274077530083331)  2021-10-13T13:07Z 84.4K followers, [--] engagements


"$DNA Ginkgo's so-called internal investigation is a common whitewashing tactic. Wirecard tried the same Kabuki theater. We look fw to the report's release via 8K/10Q along w missing info like the % of "revenue" that's cash vs. phantom non-cash via related-party round-tripping. A month and a half after a short sell attack nearly brought Ginkgo Bioworks newly public shares to its knees the company took its largest step yet toward clearing its name. But it also revealed its currently the target of a Department of Justice probe. https://t.co/cWKOY3OwUZ A month and a half after a short sell attack"  
[X Link](https://x.com/anyuser/status/1460331345146793989)  2021-11-15T19:38Z 84.4K followers, [--] engagements


"Detailed thoughtful article by @alexmorrell @aleevelati - The death of Wall Street short-sellers has been greatly exaggerated via @businessinsider https://www.businessinsider.com/short-sellers-rebound-after-reddit-gamestop-short-squeeze-2021-11utmSource=twitter&utmContent=referral&utmTerm=topbar&referrer=twitter https://www.businessinsider.com/short-sellers-rebound-after-reddit-gamestop-short-squeeze-2021-11utmSource=twitter&utmContent=referral&utmTerm=topbar&referrer=twitter"  
[X Link](https://x.com/anyuser/status/1463254954659909641)  2021-11-23T21:15Z 84.4K followers, [--] engagements


"What whining and intellectual dishonesty look like. When shorts like $DNA tank the trope is its the market. Never mind theyre greater-fool shitcos and scams at 10-150X sales floating on vapor. When longs go up its brilliant stock-picking. Its only beta when they dont"  
[X Link](https://x.com/anyuser/status/1480686780936601610)  2022-01-10T23:43Z 84.4K followers, [--] engagements


"1/Ginkgo Bioworks $DNA lockup appears to expire today though fuzzy language in SPAC's is a feature not a bug. Already -75% since our report - what happens when Viking etc and insiders dump [---] bil shares. [---] days worth @ 10mm avg daily vol. Still 12X sales. 10-50 cents anyone"  
[X Link](https://x.com/anyuser/status/1503727053287346180)  2022-03-15T13:37Z 84.4K followers, [--] engagements


"UPDATED performance of every short we've exposed from last close prior to publication through 5/2/22: 10/21 DNA -74% 9/21 BLI -84% 4/21 QS -61% 1/21 NVRO -63% 12/19 ALLK -97% 12/18 AXGN -73% 8/18 FANH -77%"  
[X Link](https://x.com/anyuser/status/1521239218122641409)  2022-05-02T21:24Z 84.4K followers, [---] engagements


"1/3 We are short $IONQ. Report now live at "The World's Most Powerful Quantum Computer" Is A Hoax With Staged Nikola-Style Photos - An Absurd VC Pump With A Recent Lock-up Expiration Takes SPAC Abuses to New Extremes. http://www.scorpioncapital.com http://www.scorpioncapital.com"  
[X Link](https://x.com/anyuser/status/1521483203499937792)  2022-05-03T13:33Z 84.4K followers, [---] engagements


"3/3 Highlights cont'd: -A scam built on phony statements about nearly all key aspects of the technology and business -CEO appears to be making up his MIT educational credentials"  
[X Link](https://x.com/anyuser/status/1521483206809296898)  2022-05-03T13:33Z 84.4K followers, [--] engagements


"The leader of the S. Korean $IONQ retail mob is coming for us :). #HODL. Note IonQ co-founder Kim's participation in this stock pumper's YouTube channel with [---] videos on IonQ plus other scams. 6th most popular int'l stock for Korea retail. US pumps often have invisible hands"  
[X Link](https://x.com/anyuser/status/1527706576102072321)  2022-05-20T17:43Z 84.4K followers, [--] engagements


"$IONQ moves like a Korean meme stock b/c it is. The scam contd w Q2 earnings: 1/3 Mgmt failed to disclose that new "paid customer" Airbus is a "key IONQ investor" and hence related party. See section [--] of our May report re ongoing phony related party deals and round-tripping"  
[X Link](https://x.com/anyuser/status/1559617275401052162)  2022-08-16T19:05Z 84.4K followers, [--] engagements


"Oxford physicist re rubbish like $IONQ. Quantum computing is code forindustrial subsidy or welfare scheme for academics. Some physicists believe in private that there is no problem here: why not take advantage of the situation while it lasts and take the easy money The quantum computing bubble https://t.co/WxSxSKzC8Z The quantum computing bubble https://t.co/WxSxSKzC8Z"  
[X Link](https://x.com/anyuser/status/1562902578757005313)  2022-08-25T20:39Z 84.4K followers, [--] engagements


"1/2 UPDATED performance of every short we've exposed from last close prior to publication through 11/14/22: 5/22 IONQ -24% vs. S&P -5% 10/21 DNA -78% vs. S&P -9% 9/21 BLI -90% vs. S&P -11% 4/21 QS -81% vs. S&P -4% 1/21 NVRO -74% vs. S&P +6% 12/19 ALLK -94% vs. S&P +24%"  
[X Link](https://x.com/anyuser/status/1592270412091887616)  2022-11-14T21:37Z 84.4K followers, [---] engagements


"If Bernie Madoff and Elizabeth Holmes had a secret love child it might resemble the scam we expose tomorrow at 730am. This one could be -90% faster than our $BLI short a year ago"  
[X Link](https://x.com/anyuser/status/1592272082502619137)  2022-11-14T21:43Z 84.4K followers, [----] engagements


"We are short $TWST Twist Bioscience. Report now live at Our third synthetic biology short report in a year after $BLI and $DNA. The latest miniaturized lab-on-a-chip scam like Theranos Berkeley Lights and other failures - and a ticking time bomb. http://www.scorpioncapital.com http://www.scorpioncapital.com"  
[X Link](https://x.com/anyuser/status/1592496099566419969)  2022-11-15T12:33Z 84.4K followers, [---] engagements


"1/3 Important update: $TWST Twist quietly fired PWC as their auditor on Mar [--] [----] [--] mos after alarming language in PWCs last audit opinion. Sudden retaliatory auditor firings typically predict trouble. PWC was auditor since [----] and no doubt knew this would get them fired"  
[X Link](https://x.com/anyuser/status/1592892251528912896)  2022-11-16T14:48Z 84.4K followers, [--] engagements


"Striking red flags on $TWST Twist earnings call on Fri: 1/8 Next quarter revenue guided to be -6% sequentially. Only the second seq down quarter since IPO. Typically the beginning of the end for a growth stock. Last time this occurred was early '21 and stock was -50% within mos"  
[X Link](https://x.com/anyuser/status/1594766153351847941)  2022-11-21T18:54Z 84.4K followers, [--] engagements


"Props to @HindenburgRes @ClarityToast for creativity and courage. Research speaks for itself and sheer # of retweets in India is interesting. NEW FROM US: Adani Group How The Worlds 3rd Richest Man Is Pulling The Largest Con In Corporate History https://t.co/JkZFt60V7f (1/x) NEW FROM US: Adani Group How The Worlds 3rd Richest Man Is Pulling The Largest Con In Corporate History https://t.co/JkZFt60V7f (1/x)"  
[X Link](https://x.com/anyuser/status/1618300436980850688)  2023-01-25T17:31Z 84.4K followers, 22.6K engagements


"The delicious irony is that shares of Adani cos are tanking hard or limit down partly b/c India makes it so hard to short in the first place. No one to step in on the other side. Countries w short selling bans usually learn their lesson. https://mybs.in/2cBiA5E https://mybs.in/2cBiA5E"  
[X Link](https://x.com/anyuser/status/1620975697052467201)  2023-02-02T02:41Z 84.4K followers, 13.4K engagements


"1/7 Twist $TWST Q1 results this morning are the beginning of the end. Usual signs of a scam with a finger in the dike as losses and cash burn remain epic:"  
[X Link](https://x.com/anyuser/status/1621517987344953346)  2023-02-03T14:36Z 84.4K followers, 34.6K engagements


"This newspaper in India gets it. Short selling is a stabilizing force and restrictions need to be phased out. Sunshine is the best disinfectant. https://www.business-standard.com/article/opinion/short-selling-in-us-and-india-123020601525_1.html https://www.business-standard.com/article/opinion/short-selling-in-us-and-india-123020601525_1.html"  
[X Link](https://x.com/anyuser/status/1623216482715926530)  2023-02-08T07:05Z 84.4K followers, 12.5K engagements


"Presumably $TWST Twist Biosciences will update investors asap if it has cash at $SIVB. As a Silicon Valley co it appears to have a longstanding relationship with the bank as SIVB financed them in [----] and [----] w $10mm and $20mm respectively. We remain short"  
[X Link](https://x.com/anyuser/status/1634250531085352964)  2023-03-10T17:51Z 84.4K followers, 22.9K engagements


"UPDATED performance of every short we've exposed from last close prior to publication through 3/27/23: 11/22 TWST -57% vs. S&P +1% 5/22 IONQ -35% vs. S&P -4% 10/21 DNA -90% vs. S&P -8% 9/21 BLI -97% vs. S&P -10% 4/21 QS -82% vs. S&P -3% 1/21 NVRO -80% vs. S&P +6% No longer updated data as of 11/14/22 refresh: 12/19 ALLK -94% vs. S&P +24% 12/18 AXGN -56% vs. S&P +56% 8/18 FANH -81% vs. S&P +38% Pls note we only update the day before a new report"  
[X Link](https://x.com/anyuser/status/1640455778262818816)  2023-03-27T20:48Z 84.4K followers, 165.4K engagements


"Tomorrow 9AM ET.what we think is the largest outright biotech fraud in the US by market cap. This time people have blood on their hands. Our most in-depth work to date based on a 4-month investigation and [---] research interviews"  
[X Link](https://x.com/anyuser/status/1640461317642305539)  2023-03-27T21:10Z 84.4K followers, 252K engagements


"We are short Harmony Biosciences $HRMY. Report now live at http://www.scorpioncapital.com http://www.scorpioncapital.com"  
[X Link](https://x.com/anyuser/status/1640701252072878080)  2023-03-28T13:03Z 84.4K followers, 169.7K engagements


"We expect to submit and release our $HRMY FDA Citizens Petition by Monday perhaps sooner. Were incorporating additional evidence of the drugs toxicity and lack of efficacy. Regarding the absurd press release this morning for an accelerated timeline for their P3 idiopathic hypersomnia (IH) study three points: [--]. According to ex-employees and doctors we interviewed the drug is already primarily prescribed off-label for IH which is just a fancy phrase for sleepiness. As there are so few patients with narcolepsy the entire off-label scheme is based on pushing the drug onto patients who come to a"  
[X Link](https://x.com/anyuser/status/1641086021407260675)  2023-03-29T14:32Z 84.4K followers, 56.1K engagements


"Those who think $HRMY Harmony Biosciences is cheap and has cash flow may want to look out below. We question how real last quarter's (Q4) revenue and earnings were and whether they are simply the product of accounting games using estimates and accruals. The deterioration in cash conversion and earnings quality over the last [--] quarters is stunning especially in Q4. See attached image. We dont think its a surprise the last CEO bolted a few days after Q4 ended. The decline in cash flow in Q4 was due to a spike in other net operating assets which we think is related to the rebate accrual which"  
[X Link](https://x.com/anyuser/status/1653343544717766656)  2023-05-02T10:19Z 84.4K followers, 35.8K engagements


"$IONQ appears to have figured out last year that theyre a Korean retail meme stock. Co-founder Kim is an active presence in the Korean media fueling quantum hype. Latest screen grab from a local pumpers barrage of YouTube videos. Last year it was the 6th most widely held intl stock in Korea guessing even higher now. The leader of the S. Korean $IONQ retail mob is coming for us :). #HODL. Note IonQ co-founder Kim's participation in this stock pumper's YouTube channel with [---] videos on IonQ plus other scams. 6th most popular int'l stock for Korea retail. US pumps often have invisible hands."  
[X Link](https://x.com/anyuser/status/1674132025777827844)  2023-06-28T19:05Z 84.4K followers, 72.4K engagements


"$HRMY Harmony Biosciences just announced a failure of their phase [--] 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 based. Implications; [--]. Investors and sell side have been hanging their hats on label expansion given Walkix is at saturation for its only current indication (excessive daytime sleepiness and cataplexy in adults who have narcolepsy). Label expansion story is now out the window. [--]. Their previous trials were conducted in low"  
[X Link](https://x.com/anyuser/status/1712825902176846316)  2023-10-13T13:41Z 84.4K followers, 34.1K engagements


"$IONQ Chief Science Officer and co-founder Chris Monroe has resigned. Hes 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 of the science experiment variety. Monroes departure begs the question of how you resign a role you never really held in the first place beyond lending it to a SPAC scheme. Ex-employees told us he rarely showed up at the offices and seemed embarrassed by the company (slide excepts attached from our report [--] mos ago)."  
[X Link](https://x.com/anyuser/status/1716880024156918152)  2023-10-24T18:11Z 84.4K followers, 95.9K engagements


"$ALLK. We published a report in Dec [----] when it was $132. Its floated around $5 for years. Liquidation next presumably. $ALLK then and now https://t.co/vetdNdgv55 $ALLK then and now https://t.co/vetdNdgv55"  
[X Link](https://x.com/anyuser/status/1747317608821448861)  2024-01-16T17:59Z 84.4K followers, 84.3K engagements


"Interesting what $DNA originally projected as it approaches penny stock status at all time lows. $DNA How it started: How it ended: https://t.co/CCEZZdrK80 $DNA How it started: How it ended: https://t.co/CCEZZdrK80"  
[X Link](https://x.com/anyuser/status/1768351304408302069)  2024-03-14T18:59Z 84.4K followers, 137.8K engagements


"We will shortly expose the largest corporate fraud on earth. [--] month investigation. Stay tuned"  
[X Link](https://x.com/anyuser/status/1798083454699225125)  2024-06-04T20:04Z 84.4K followers, 3.5M engagements


"We are short Lasertec Corp (TSE:6920) $6920 one of the largest corporate frauds in Japanese history ($23B market cap) and easily the largest outright fraud in the world by average daily volume. [---] page presentation now live in English and Japanese at Japans Most Actively Traded Stock Is A Colossal Fraud And Ticking Time Bomb Reminiscent Of Olympus Toshiba And Other Infamous Accounting Scandals http://www.scorpioncapital.com http://www.scorpioncapital.com"  
[X Link](https://x.com/anyuser/status/1798169411880194146)  2024-06-05T01:46Z 84.4K followers, 633.6K engagements


"$6920  http://www.scorpioncapital.com http://www.scorpioncapital.com"  
[X Link](https://x.com/anyuser/status/1798169544961200457)  2024-06-05T01:46Z 84.4K followers, 2M engagements


"1/Full thread We are short Lasertec Corp (TSE:6920) $6920 one of the largest corporate frauds in Japanese history ($23B market cap) and easily the largest outright fraud in the world by average daily volume. [---] page presentation now live in English and Japanese at Japans Most Actively Traded Stock Is A Colossal Fraud And Ticking Time Bomb Reminiscent Of Olympus Toshiba And Other Infamous Accounting Scandals http://www.scorpioncapital.com http://www.scorpioncapital.com"  
[X Link](https://x.com/anyuser/status/1798170143408681346)  2024-06-05T01:49Z 84.4K followers, 264.9K engagements


"2/Depending on the week Lasertecs trading volume is in the top ten globally at $3-4B/day on the leaderboard with Nvdia Tesla Microsoft Google Amazon and Meta making it one of the biggest bubble stocks on earth. Volumes have recently abated but remain $2B (3 month avg) and $1.2B in the last week"  
[X Link](https://x.com/anyuser/status/1798170153370132633)  2024-06-05T01:49Z 84.4K followers, 36.4K engagements


"3/The longtime CEO Osamu Okabayashi abruptly announced his resignation a few weeks ago having run the company for the last [--] years on the same day as earnings with the stock near all-time highs typically an ominous sign and one of our most reliable indica that the end is near. In one major corporate fraud after another we see the CEO and/or CFO depart when the scheme becomes too big to sustain. Okabayashi provided no explanation for the unexpected timing"  
[X Link](https://x.com/anyuser/status/1798170165902762367)  2024-06-05T01:49Z 84.4K followers, 38.8K engagements


"$6920 Scorpion Capital LLC330Fab 4a"  
[X Link](https://x.com/anyuser/status/1798500136819060798)  2024-06-05T23:40Z 84.4K followers, 333.4K engagements


"Lasertec $6920 (Tokyo) finally issued an absurd one-sentence reply to our report - we clearly deny the allegations of improper accounting practices. We provided [---] pages of extensive evidence to the contrary far beyond just accounting fraud. We suggest that they start with an immediate media tour of their purported Innovation Park and the interior of Fab 4A so investors can see if their statements regarding R&D and production activity are accurate or whether it is simply overflow storage for misclassified finished goods inventory per photographic and other evidence"  
[X Link](https://x.com/anyuser/status/1798500948047798560)  2024-06-05T23:43Z 84.4K followers, 108.7K engagements


"$6920 Lasertec. Another day another tap dance by the CFO. The initial one-line reply didn't work so now we have a two-pager. It's troubling and raises more questions than answers: [--]. For the first time in its history to our knowledge Lasertec finally disclosed some crumbs of information about the % of sales that come from its flagship ACTIS EUV system the driver of its story and marketcap. Our report documented [--] years of attempts by analysts covering the stock to extract any information about ACTIS contribution to orders sales or backlog which the company stubbornlyrefused to reveal. It only"  
[X Link](https://x.com/anyuser/status/1798927988853285319)  2024-06-07T04:00Z 84.4K followers, 79.3K engagements


"$6920 CFO22 [--]. ACTISACTIS4330 [--]. ACTIS2023620246133 [--]. ASML [--]. 20236ACTIS2641 [--]. 2024613346ACTIS20246 [--]. 5ASMLKLA30 [--]. 123485"  
[X Link](https://x.com/anyuser/status/1798928433172340956)  2024-06-07T04:02Z 84.4K followers, 323.6K engagements


"What is Lasertec $6920 trying to hide Japan-based News Picks editor reveals that the company was supposed to show them the fab/clean room during a tour of their purported Innovation Park but then refused to do so. Takenori Ozake - The average annual salary at Lasertec is [--] million. The company is a heroic presence in the stock market with a share price that has increased 140-fold over the past [--] years. Yet a short seller has issued a report that claims that scandalous accounting fraud is taking place at the company. We had heard that Lasertecs new production facility is not really"  
[X Link](https://x.com/anyuser/status/1799988587141698044)  2024-06-10T02:14Z 84.4K followers, 55.1K engagements


"Lasertec $6920 replaced its CFO on Friday barely [--] weeks after our report. The CEO and CFO are now history within weeks of each other. The press release was issued 5pm Friday JST typical behavior at frauds. Lasertec appears to be making the CFO the fall guy a clumsy and inept attempt at damage control. A fraud this large is impossible without the knowledge and/or participation of the CEO the Board the auditors and the rest of the management team. We expect the auditor (Pricewaterhouse Coopers) to be the next shoe to drop. We note that the CFO departure was clearly unplanned given this fawning"  
[X Link](https://x.com/anyuser/status/1807561135090176351)  2024-06-30T23:45Z 84.4K followers, 73.1K engagements


"$6920 CFO3CEOCFO5CFOCEOCEOCFOPwC 13CFO https://news.yahoo.co.jp/articles/63ea59cb25c22db31c0fec2d52c75bb3f7d2c40a https://business.nikkei.com/atcl/gen/19/00634/050800001/ https://news.yahoo.co.jp/articles/63ea59cb25c22db31c0fec2d52c75bb3f7d2c40a https://business.nikkei.com/atcl/gen/19/00634/050800001/"  
[X Link](https://x.com/anyuser/status/1807562624827265451)  2024-06-30T23:51Z 84.4K followers, 56.7K engagements


"We remain short $TWST Twist Bioscience with strong conviction that it is a zero. Detailed thoughts on Monday. Were doing a fresh intensive round of research which we may publish as a follow up to our Nov [----] short report. We have remained short for almost two years since our report contrary to some impressions of how activist short sellers trade. Volatility comes with the territory when shorting frauds. Please refer to the disclosures on p2 of our Nov [--] [----] report on $TWST which this tweet incorporates by reference. Link: https://scorpionreports.s3.us-east-2.amazonaws.com/TW1.pdf"  
[X Link](https://x.com/anyuser/status/1819408275474874573)  2024-08-02T16:21Z 84.4K followers, 37.1K engagements


"1/7 We remain short $TWST Twist Bioscience. Today we highlight the undisclosed related-party revenue and potential round-tripping that we believe is driving most of its recent incremental growth. We intend to publish a series of research updates and deep-dives to update our Nov [----] short report as we think Twist is a late-stage fraud where the backbends are becoming increasingly desperate to keep the story going. Investors who have recently piled in are in for a rude awakening"  
[X Link](https://x.com/anyuser/status/1820453721941151914)  2024-08-05T13:36Z 84.4K followers, 62.9K engagements


"$TWST Twist Biosciences $15MM royalty monetization agreement is the latest data point that the company is worthless selling 50% of royalty and milestone economics for peanuts to a $300MM microcap. Twist announced a -$200MM deal in [----] to acquire Abveris to establish an antibody discovery business a commodity CRO to begin with. That business has predictably imploded. The person leading the group already fled per their LinkedIn bio. Now theyre selling a 50% interest in Twists 60-plus early stage programs across [--] partners for a $15MM upfront payment which values their $200MM purchase at best"  
[X Link](https://x.com/anyuser/status/1848719005751631974)  2024-10-22T13:32Z 84.4K followers, 19.6K engagements


"$692014012 [-----]  TSMC  [-------] 298"  
[X Link](https://x.com/anyuser/status/1852137790085173493)  2024-10-31T23:57Z 84.4K followers, 145.3K engagements


"1/3 THREAD: The emergence of fake gross margins at growth companies; Twist Biosciences $TWST as a case study in gross margin fraud specifically. *If you are mainly interested in $TWST scroll down to #5 and [--] below. We remain short as we think its a zero. EBITDA gained prevalence in the 1970's when John Malone at TCI needed a way to alchemically convert negative cash flows into positive ones by removing interest expense and depreciation given massive debt and capital expenditure at cable companies. This conditionedWall Street to look away from cash flows that were permanently negative toward a"  
[X Link](https://x.com/anyuser/status/1857516655380934895)  2024-11-15T20:10Z 84.4K followers, 26.9K engagements


"Twist Bioscience $TWST management consistently provides near- and long-term guidance that is wildly misleading in our opinion. Caveat emptor. Been going on for years. Brief vignettes Sep 2024: the CEO riled up investors and moved the stock with comments at a conference re this past quarter: ".we are absolutely crushing next quarter.we are deploying commercial violence to beat and raise guidance." - outcome: in-line quarter as they lowball the guide each time to "beat" by a smidge. [----] guide was in-line with lowered expectations. What happened CFO Aug 2022: "we're looking at gross margin"  
[X Link](https://x.com/anyuser/status/1859243832933527797)  2024-11-20T14:34Z 84.4K followers, 18.2K engagements


"We are short $TMDX TransMedics. Report now live at We plan to shortly file a Citizen Petition with the FDA as well. Walk Like An Egyptian: A Mafia-Style Extortion Racketeering And Organ Trafficking Scheme Masquerading As A Medical Device Company Fueled By Kickbacks Billing Fraud Unreported Device Failures And Off-Label Misuse On A Vast Scale; Precipitating A Customer Exodus And Rapidly Unfolding Death Spiral. Target Price: $0. http://www.scorpioncapital.com http://www.scorpioncapital.com"  
[X Link](https://x.com/anyuser/status/1877720068324204735)  2025-01-10T14:12Z 84.4K followers, 283.2K engagements


"Investors skeptical of our $TMDX TransMedics report should study $NVRO the last medtech we wrote up. One of the biggest blow-ups in medtech history. -98% from $6B to $100MM market cap (0.3x sales). The medtech sell side loved it and pushed back strongly. JPM MS another dozen top banks. That report began by bluntly stating that investors underestimated the risk of liquidation - the zone NVRO is near now. Uncanny similarities between $TMDX and $NVRO as we mention"  
[X Link](https://x.com/anyuser/status/1878813600086696296)  2025-01-13T14:37Z 84.4K followers, 58.2K engagements


"The Oppenheimer report today by Suraj Kalia refuting our $TMDX TransMedics report is getting some airtime on this platform. Kalia has an abysmal track record defending medtech scams. Our thoughts: [--]. Kalia is one of two medtech analysts along with Bill Plovanic at Canaccord who cover $TMDX who also covered $NVRO our first short report under Scorpion in [----]. All you need to know is that Nevro is -98% since we published. Plovanic hiked his price target to $225 after our report. The stock is now $5. We reached out to Kalia back then and he replied that he wont talk to a short-seller. [--]. Kalias"  
[X Link](https://x.com/anyuser/status/1886509071756615761)  2025-02-03T20:16Z 84.4K followers, 48K engagements


"$WGS GeneDx is a related-party customer of $TWST Twist Bioscience. CEO of Twist is on the Board of GeneDx unsurprisingly. Disclosure: we remain short Twist; no position in GeneDx. We were however on the cusp of starting a potential report on GeneDx as we suspected the below. We are short GeneDx $WGS; Insiders attest that GeneDx (Nasdaq: WGS) is actively committing widespread fraud. Read our new report here: https://t.co/eyPx0vFLIc We are short GeneDx $WGS; Insiders attest that GeneDx (Nasdaq: WGS) is actively committing widespread fraud. Read our new report here: https://t.co/eyPx0vFLIc"  
[X Link](https://x.com/anyuser/status/1887154996682363294)  2025-02-05T15:03Z 84.4K followers, 21.4K engagements


"@elonmusk Your DOGE team should examine Medicare payments under the organ acquisition charge loophole. Quick win and youll be shocked by the scale of reimbursement fraud underpinning the entire US organ transplant system. Were happy to volunteer pro bono to help your teams pinpoint fraud/abuse via the CMS database. Pls see also Washington Post article re the feds searching the homes of [--] CEOs of organ organ procurement organizations. Your team can quickly fix a loophole and its related abuses far faster than the DOJ investigations. $TMDX"  
[X Link](https://x.com/anyuser/status/1887185208333771017)  2025-02-05T17:03Z 84.4K followers, [----] engagements


"1/ $TMDX TransMedics is in deep trouble per online posts claiming a large workforce reduction as well as LinkedIn data. Retail enthusiasts posting faulty Q4/Q1 flight data on this platform are missing the real story. Meanwhile $TMDX competitor OrganOx with a near-identical device at 1/3 the price appears to have doubled its headcount and is hiring people at a rapid clip suggesting rapid erosion of TransMedics market share. A thread:"  
[X Link](https://x.com/anyuser/status/1892676545891684693)  2025-02-20T20:43Z 84.4K followers, 121.1K engagements


"1/2 $TMDX Devastating investigative report by an NBC affiliate on the safety of Transmedics device. Link below to the video and print version from Feb [--]. The videotaped deposition of a transplant surgeon is particularly damning as is the allegation of a cover-up. We intend to supplement our Citizen Petition as this new information is consistent with our concerns aboutthe safety and failure rate of the device. This story also examined the FDA's MAUDE database which we analyzed as well causing us to suspect a pattern of systematicunder-reporting of device failures. The story concerns Mayo whom"  
[X Link](https://x.com/anyuser/status/1895120411840385105)  2025-02-27T14:34Z 84.4K followers, 38.9K engagements


"$TMDX TransMedics filed a 24-page reply to our FDA Citizen Petition plus a 9-page reply from their lawyers at Covington and Burling. The length tone and manner of argument radiate significant concern. The replies are dated Feb [--] and were submitted quietly as we saw no 8-K or link on their IR page in contrast to their reply to Congressman Gosar's letter which was featured prominently. The letters assert that our report and petition are baseless and "frivolous" along with the usual attacks on short sellers. Given our allegedfrivolity we find it remarkable that they turned to three top-gun"  
[X Link](https://x.com/anyuser/status/1895152176084767116)  2025-02-27T16:41Z 84.4K followers, 21.9K engagements


"$TMDX Ourobservations prior to Transmedics earnings report. We remain short. [--]. Flight data posted by retail investors suggests that the May run-rate is flat with March and down from April. See screenshot. We suspect that TMDX achieved a one-time bump in flights by waiving or cutting fees for dry runs. Our opinion is based on color from two customer calls. The stock seems to move up and down like a levered derivative on the latest weekly flight count posted on this platform. Look out below if the May trend continues. [--]. Transmedics was a dud at the key annual medical conference (ISHLT in late"  
[X Link](https://x.com/anyuser/status/1920565865264583061)  2025-05-08T19:45Z 84.4K followers, 80K engagements


"$TMDX Transmedics quarterly results exhibit a signature red flag of late-stage scams: a sudden and unexplained spike in accounts receivable. Our read of the financials leads us to calculate that A/R as % of revenue jumped from 80% of revenue in Q4 to 99% in Q1. Revenue +$22MM sequentially while A/R +$44MM over the same period. The anomaly is troubling"  
[X Link](https://x.com/anyuser/status/1920576701748384082)  2025-05-08T20:29Z 84.4K followers, 40.4K engagements


"Today 9AM - the largest outright biotech scam in the US by market cap based upon a 4-month investigation with [--] research interviews and extensive pharmacology scientific and statistical work. The scenario reminds us of recent events at Sarepta $SRPT"  
[X Link](https://x.com/anyuser/status/1956329945258422534)  2025-08-15T12:19Z 84.4K followers, 79.9K engagements


"$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 what we believe to be wholesale accounting fraud whereby gross margins we think are negative are magically transformed in order to cover up a Ponzii-like price dumping scheme: [--]. They announced what appears to be a CFO firing demotion or resignation. Troubling after firing their longtime auditors last year. The info is"  
[X Link](https://x.com/ScorpionFund/status/1687457923302047744)  2023-08-04T13:38Z 85.2K followers, 27.2K engagements


"$TWST Twist Biosciences 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"  
[X Link](https://x.com/ScorpionFund/status/1743329477021876713)  2024-01-05T17:51Z 85.2K followers, 33K engagements


"2/Posts on TheLayoff indicate a workforce reduction in late November well into Q4. A Nov [--] post says [--] staff were eliminated and claims a hiring freeze through Q1. A Nov [--] post says [---] were eliminated. A Jan [--] post says looks like more to come. These posts are anonymous and we make no representations as to their accuracy. We think its more likely than not that theyre accurate as 1) the posts have some specific details; 2) the claims are consistent with LinkedIn data. The alleged layoff strikes us as massive and highly material versus total headcount and we do not recall an 8-K from the"  
[X Link](https://x.com/ScorpionFund/status/1892676554804887574)  2025-02-20T20:43Z 85.4K followers, 10.1K engagements


"4/In contrast $TMDX competitor OrganOx appears to be scaling rapidly and eating their lunch. LinkedIn data suggests that Q4 was their strongest hiring quarter ever; that headcount has doubled over the last year; and that their new job openings have exploded"  
[X Link](https://x.com/ScorpionFund/status/1892676567563690373)  2025-02-20T20:43Z 85.4K followers, 13K engagements


"$TMDX Another chart to make it clear based on our estimates and analysis. $TMDX Third month in a row of declining flight volumes according to our estimates derived from a third-party database. Obviously looks like share loss not seasonality. The downward trend is visibly sharper longer and started several months earlier (in the spring) than the https://t.co/Fz5fy8SIRU $TMDX Third month in a row of declining flight volumes according to our estimates derived from a third-party database. Obviously looks like share loss not seasonality. The downward trend is visibly sharper longer and started"  
[X Link](https://x.com/ScorpionFund/status/1948829719324995785)  2025-07-25T19:36Z 84.8K followers, 20.7K engagements


"@MBbiotech Did $SLNO phase [--] succeed or was it a failure like ALLK Trick question"  
[X Link](https://x.com/ScorpionFund/status/1975646038066110607)  2025-10-07T19:34Z 84.8K followers, 18.4K engagements


"$TMDX TransMedics. A second key competitor appears close to launch which we expect to further erode market share. Bridge to Life recently apppointed a chief commercial officer in preparation for FDA approval of its inexpensive VitaSmart perfusion system which it expects in early Q1. The system is already sold abroad so we expect them to hit the ground running. Organox (the first competitor) impact is already obvious as TMDX is ex-growth on a sequential basis q to q in 2025; theyre just lapping abysmal quarters from a year ago. We understand the VitaSmart system to be a mere $5K versus TMDX at"  
[X Link](https://x.com/ScorpionFund/status/1981384701773271498)  2025-10-23T15:38Z 85K followers, 29.8K engagements


"$TMDX TransMedics. The Q3 earnings call and revenue miss suggest the joyride is coming to an end. [--]. The company is already ex-growth on a sequential basisan inconvenient fact at this extreme valuation. Q1 revenue $144MM Q2 $157MM Q3 $144MM. Q4 by our estimate is currently trending to $150MM. Daily flights data suggests to us that the company is struggling to hit the $156MM estimate for Q4 which is by no means guaranteed. The combination of sequentially flat quarters and an extreme valuation (13X LTM product revenue) reminds us of our BLI short several years ago (-97% or so thereafter); and"  
[X Link](https://x.com/ScorpionFund/status/1983889635274076371)  2025-10-30T13:32Z 84.9K followers, 61.8K engagements


"6/6 A search for Berkeley Lights on PubMed the search engine for life sciences research indicates basically no academic papers on the application of BLIs platform for its purported use cases suggesting zero traction or impact - stunning for a "game-changing" technology"  
[X Link](https://x.com/anyuser/status/1438129550102253580)  2021-09-15T13:16Z 84.5K followers, [--] engagements


"@Biohazard3737 I see why youre a former short seller"  
[X Link](https://x.com/anyuser/status/1445798571396059136)  2021-10-06T17:10Z 84.5K followers, [---] engagements


"Thread #1 $IONQ has issued two non-responses to our report and failed to address the concerns and discrepancies that we detailed:"  
[X Link](https://x.com/anyuser/status/1526996818453741568)  2022-05-18T18:43Z 84.5K followers, [---] engagements


"1/7 We are troubled that certain $TWST Twist Bioscience sell-side analysts appear to have sat on negative information perhaps to ingratiate themselves with management:"  
[X Link](https://x.com/ScorpionFund/status/1594784001033703463)  2022-11-21T20:05Z 84.5K followers, [--] engagements


"31/Lasertecs EUV tool is so defective unreliable and lacking in throughput that TSMC Intel and Samsung have all quietly substituted non-EUV alternatives for inspecting EUV masks improvising with KLAs legacy Teron DUV tool plus electron beam inspection - indicating that actinic EUV is useful if and when it works but is not essential and certainly not a monopoly that justifies Lasertecs absurd valuation"  
[X Link](https://x.com/ScorpionFund/status/1798170451560059371)  2024-06-05T01:50Z 84.5K followers, 109.8K engagements


"Commentator expressing astonishment at Lasertec $6920 CFO interview last week where he didnt know the companys margins: What concerned me most in the video was something that occurred during an interview with the CFO. The commentator asks about Lasertecs operating margin and incredibly the CFOthe CFOcannot answer immediately. He fumbles with his smartphone to check on the figures and ends up simply mumbling something to the effect Were OK. https://www.youtube.com/watchv=0ZMYriKpTM0 https://www.youtube.com/watchv=0ZMYriKpTM0"  
[X Link](https://x.com/ScorpionFund/status/1800318038673104978)  2024-06-11T00:04Z 84.6K followers, 45.5K engagements


"We really appreciate the in-depth profile and interview by @ryuwashio1 and his colleagues at Nikkei Business regarding our work on Lasertec $6920. CIOActivist Short Seller https://t.co/AIqOcI7Q7G CIOActivist Short Seller https://t.co/AIqOcI7Q7G"  
[X Link](https://x.com/ScorpionFund/status/1811811747491111097)  2024-07-12T17:15Z 84.6K followers, 26.6K engagements


"The CFO of Twist Biosciences $TWST made a nervous/rambling admission on related party revenues when asked on their earnings call this morning. Re-upping our recent thread below on related party revenue and round-tripping as driving the majorityof Twist's incremental quarterly growth. He appeared to state that related party revenues this quarter were 12% of total this quarter. Without that contribution the quarter would have a huge miss. The sharp acceleration in related party revenues is troubling as it is typically a warning sign in late stage frauds. Related party revenues were 5% of total"  
[X Link](https://x.com/ScorpionFund/status/1858518119918047447)  2024-11-18T14:30Z 84.5K followers, 26.6K engagements


"5/We remain short $TMDX. Please refer to the disclosures in our Jan [--] [----] report which this post incorporates by reference"  
[X Link](https://x.com/ScorpionFund/status/1892676569866363200)  2025-02-20T20:43Z 84.6K followers, 12.9K engagements


"4/7 Why does Twist fail to disclose the name of the related party given that the revenues were 5% of total in the most recent June quarter and have grown in each of the last three quarters: 3.2% of total in Dec '23 4.2% Mar '24 5% Jun '24 We suspect the related party is an opaque Chinese entity called Ever Alpha L.P. which we profiled in our short report; and/or GRAIL whose CEO sits on Twist's board. If the related party is Grail the trend is highly vulnerable given Grails troubles since its recent forced spin-off from Illumina. It now sports only a $500MM market cap with ($800MM) of EBIT"  
[X Link](https://x.com/ScorpionFund/status/1820453744762364166)  2024-08-05T13:36Z 84.5K followers, [----] engagements


"5/7 If the related party is Ever Alpha our short report detailed highly troubling transactions between this entity and Twist. It is an opaque Cayman-domiciled Chinese entity affiliated with GF Securities which was associated with one of the largest frauds in Chinese history which resulted in prison sentences and regulatory sanctions. Shockingly Twist still appears to have a 36-year old representative of this entity on its Board named Xiaoying Mai per its recent Feb '24 proxy. This Board member appears to be a puppet with no obvious qualifications for such a role much less to serve on Twist's"  
[X Link](https://x.com/ScorpionFund/status/1820453778299949479)  2024-08-05T13:36Z 84.5K followers, [----] engagements

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